Who owns TCW Transform 500 ETF?
Institutional ownership of VOTE from SEC Form 13F filings across 74 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
74
13F holders
$277.4M
value, 2026 filers
46.4%
of shares outstanding (5.7M sh)
8
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of VOTE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Betterment LLC | 1.6M | $142,884 | 0.2% | 13.2% | +0.3% |
| 2 | PNC Financial Services Group, Inc. | 1.2M | $105.7M | 0.1% | 9.8% | +1.6% |
| 3 | Thrivent Financial for Lutherans | 790,935 | $69,736 | 0.1% | 6.5% | +0.2% |
| 4 | GOLDMAN SACHS GROUP INC | 391,401 | $34.5M | 0.0% | 3.2% | +3.6% |
| 5 | JPMORGAN CHASE & CO | 282,396 | $24.7M | 0.0% | 2.3% | -19.2% |
| 6 | Orion Porfolio Solutions, LLC | 211,498 | $18.6M | 0.1% | 1.7% | +21.9% |
| 7 | BANK OF AMERICA CORP /DE/ | 185,599 | $16.4M | 0.0% | 1.5% | -0.1% |
| 8 | MORGAN STANLEY | 141,392 | $12.5M | 0.0% | 1.2% | +6.5% |
| 9 | Cambridge Investment Research Advisors, Inc. | 129,452 | $11,414 | 0.0% | 1.1% | +87.5% |
| 10 | Mutual Advisors, LLC | 123,719 | $10.9M | 0.2% | 1% | -0.9% |
| 11 | Pathstone Holdings, LLC | 110,650 | $9.8M | 0.0% | 0.9% | -0.4% |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 63,084 | $5.6M | 0.0% | 0.5% | +64.5% |
| 13 | Gateway Wealth Partners, LLC | 51,211 | $4.5M | 0.3% | 0.4% | -48.9% |
| 14 | Modern Wealth Management, LLC | 46,340 | $4.1M | 0.0% | 0.4% | +48.9% |
| 15 | MONETA GROUP INVESTMENT ADVISORS LLC | 42,809 | $3.8M | 0.0% | 0.3% | +31.8% |
| 16 | Bank of New York Mellon Corp | 40,133 | $3.5M | 0.0% | 0.3% | -2.9% |
| 17 | LPL Financial LLC | 27,607 | $2.4M | 0.0% | 0.2% | -8.0% |
| 18 | BRIGHTON JONES LLCNEW | 21,818 | $1.9M | 0.0% | 0.2% | new |
| 19 | Fairman Group, LLC | 21,118 | $1.9M | 1.5% | 0.2% | +0.2% |
| 20 | Kestra Advisory Services, LLC | 18,856 | $1.7M | 0.0% | 0.2% | +4.7% |
| 21 | MISSION WEALTH MANAGEMENT, LP | 16,636 | $1.5M | 0.0% | 0.1% | -1.2% |
| 22 | OSAIC HOLDINGS, INC. | 16,255 | $1.4M | 0.0% | 0.1% | +4.6% |
| 23 | Rockefeller Capital Management L.P. | 11,137 | $981,937 | 0.0% | 0.1% | 0.0% |
| 24 | Creative Planning | 10,126 | $892,825 | 0.0% | 0.1% | -1.6% |
| 25 | DIVERSIFIED TRUST CO | 9,578 | $844,481 | 0.0% | 0.1% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.