Who owns TCW Transform 500 ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of VOTE from SEC Form 13F filings across 112 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.
As of the 2026-06-30 reporting period, 112 institutions disclosed 8.6M shares of TCW Transform 500 ETF worth $761.6M — about 70.5% of shares outstanding; the largest disclosed holder is Betterment LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
112
13F holders
$761.6M
value, 2026 filers
70.5%
of shares outstanding (8.6M sh)
12
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 | $142.9M | 0.2% | 13.2% | +0.3% |
| 2 | PNC Financial Services Group, Inc. | 1.2M | $105.7M | 0.1% | 9.8% | +1.6% |
| 3 | Angeles Investment Advisors, LLC | 889,414 | $78.4M | 4.7% | 7.3% | +16.3% |
| 4 | Thrivent Financial for Lutherans | 790,935 | $69.7M | 0.1% | 6.5% | +0.2% |
| 5 | Fund Evaluation Group, LLC | 512,574 | $45.2M | 1.2% | 4.2% | +18.6% |
| 6 | National Philanthropic Trust | 476,634 | $42.0M | 0.6% | 3.9% | 0.0% |
| 7 | GOLDMAN SACHS GROUP INC | 391,401 | $34.5M | 0.0% | 3.2% | +3.6% |
| 8 | JPMORGAN CHASE & CO | 282,396 | $24.7M | 0.0% | 2.3% | -19.2% |
| 9 | Orion Porfolio Solutions, LLC | 211,498 | $18.6M | 0.1% | 1.7% | +21.9% |
| 10 | Ethic Inc. | 194,114 | $17.1M | 0.2% | 1.6% | -44.0% |
| 11 | Dorsey & Whitney Trust CO LLC | 186,983 | $16.5M | 0.8% | 1.5% | 0.0% |
| 12 | BANK OF AMERICA CORP /DE/ | 185,599 | $16.4M | 0.0% | 1.5% | -0.1% |
| 13 | ASPIRIANT, LLC | 167,619 | $14.8M | 0.4% | 1.4% | +27.0% |
| 14 | Beacon Pointe Advisors, LLC | 160,262 | $14.1M | 0.1% | 1.3% | -0.3% |
| 15 | MORGAN STANLEY | 141,392 | $12.5M | 0.0% | 1.2% | +6.5% |
| 16 | Mutual Advisors, LLC | 123,719 | $10.9M | 0.2% | 1% | -0.9% |
| 17 | Pathstone Holdings, LLC | 110,650 | $9.8M | 0.0% | 0.9% | -0.4% |
| 18 | Values Added Financial LLC | 85,748 | $7.6M | 2.7% | 0.7% | +2.3% |
| 19 | Cambridge Investment Research Advisors, Inc. | 64,726 | $5.7M | 0.0% | 0.5% | -6.3% |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 63,084 | $5.6M | 0.0% | 0.5% | +64.5% |
| 21 | Gateway Wealth Partners, LLC | 51,211 | $4.5M | 0.3% | 0.4% | -48.9% |
| 22 | Financial Insights, Inc. | 46,806 | $4.1M | 1.1% | 0.4% | -7.5% |
| 23 | Modern Wealth Management, LLC | 46,340 | $4.1M | 0.0% | 0.4% | +48.9% |
| 24 | MONETA GROUP INVESTMENT ADVISORS LLC | 42,809 | $3.8M | 0.0% | 0.3% | +31.8% |
| 25 | A&I FINANCIAL SERVICES, LLC | 42,458 | $3.7M | 1.6% | 0.3% | -3.2% |
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.