TCW TRANSFORM 500 ETF (VOTE) Institutional Ownership Changes & 13F Activity

TCW TRANSFORM 500 ETF (VOTE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jpmorgan Chase & Co, Orion Porfolio Solutions, Llc, Susquehanna International Group, Llp, Modern Wealth Management, Llc, and Goldman Sachs Group Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Financial Insights, Inc.Sell-3,804-7.5%46,806$4.13MQ2 2026Aug 25, 2026
Beacon Pointe Advisors, LlcSell-553-0.3%160,262$14.13MQ2 2026Aug 18, 2026
Transamerica Financial Advisors, LlcBuy+1313$1.15KQ2 2026Aug 17, 2026
Orion Porfolio Solutions, LlcBuy+37,943+21.9%211,498$18.65MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+24,746+64.5%63,084$5.56MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+15,225+48.9%46,340$4.09MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+13,642+3.6%391,401$34.51MQ2 2026Aug 14, 2026
Moneta Group Investment Advisors LlcBuy+10,317+31.8%42,809$3.77MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-5,352-70.4%2,248$198.20KQ2 2026Aug 14, 2026
Betterment LlcBuy+5,117+0.3%1,620,553$142.88MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-2,824-75.7%908$80.00KQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+1,468+0.2%790,935$69.74MQ2 2026Aug 14, 2026
Mutual Advisors, LlcSell-1,184-0.9%123,719$10.91MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+712+4.6%16,255$1.43MQ2 2026Aug 14, 2026
Ameriflex Group, Inc.Buy+513513$45.23KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-311-10.2%2,752$242.64KQ2 2026Aug 14, 2026
Bank Of America CorpSell-180-0.1%185,599$16.36MQ2 2026Aug 14, 2026
Per Stirling Capital Management, Llc.Sell-111-1.8%5,899$520.11KQ2 2026Aug 14, 2026
Jpl Wealth Management, LlcBuy+2424$2.12KQ2 2026Aug 14, 2026
Morgan StanleyBuy+8,678+6.5%141,392$12.47MQ2 2026Aug 13, 2026
Fmr LlcBuy+5,874+691.1%6,724$592.83KQ2 2026Aug 13, 2026
Plum Street Advisors, LlcSell-520-1.5%33,640$2.97MQ2 2026Aug 13, 2026
Portland Global Advisors LlcSell-402-10.0%3,621$319.26KQ2 2026Aug 13, 2026
Downshift Financial, LlcBuy+252252$22.22KQ2 2026Aug 13, 2026
Ubs Group AgBuy+64+2.2%2,986$263.27KQ2 2026Aug 13, 2026
Vanguard Advisers IncBuy+10+4.2%248$21.87KQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcBuy+5+12.8%44$3.88KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+282,396282,396$24.68MQ2 2026Aug 12, 2026
Ep Wealth Advisors, LlcBuy+2,5072,507$221.03KQ2 2026Aug 12, 2026
Seeds Investor LlcBuy+191+1.0%18,747$1.65MQ2 2026Aug 12, 2026
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Frequently asked questions about VOTE activity

  • Which institutional owners are buying VOTE?

    Institutional owners buying VOTE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in VOTE activity?

    "Buy" means an investor increased their reported position in VOTE compared to the prior reporting period. This reflects growing exposure to TCW TRANSFORM 500 ETF (VOTE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in VOTE increasing?

    Institutional interest in VOTE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.