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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Financial Insights, Inc. | Sell | -3,804 | -7.5% | 46,806 | $4.13M | Q2 2026 | Aug 25, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -553 | -0.3% | 160,262 | $14.13M | Q2 2026 | Aug 18, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +13 | — | 13 | $1.15K | Q2 2026 | Aug 17, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +37,943 | +21.9% | 211,498 | $18.65M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +24,746 | +64.5% | 63,084 | $5.56M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Buy | +15,225 | +48.9% | 46,340 | $4.09M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +13,642 | +3.6% | 391,401 | $34.51M | Q2 2026 | Aug 14, 2026 |
| Moneta Group Investment Advisors Llc | Buy | +10,317 | +31.8% | 42,809 | $3.77M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -5,352 | -70.4% | 2,248 | $198.20K | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +5,117 | +0.3% | 1,620,553 | $142.88M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -2,824 | -75.7% | 908 | $80.00K | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +1,468 | +0.2% | 790,935 | $69.74M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Sell | -1,184 | -0.9% | 123,719 | $10.91M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +712 | +4.6% | 16,255 | $1.43M | Q2 2026 | Aug 14, 2026 |
| Ameriflex Group, Inc. | Buy | +513 | — | 513 | $45.23K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -311 | -10.2% | 2,752 | $242.64K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -180 | -0.1% | 185,599 | $16.36M | Q2 2026 | Aug 14, 2026 |
| Per Stirling Capital Management, Llc. | Sell | -111 | -1.8% | 5,899 | $520.11K | Q2 2026 | Aug 14, 2026 |
| Jpl Wealth Management, Llc | Buy | +24 | — | 24 | $2.12K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +8,678 | +6.5% | 141,392 | $12.47M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +5,874 | +691.1% | 6,724 | $592.83K | Q2 2026 | Aug 13, 2026 |
| Plum Street Advisors, Llc | Sell | -520 | -1.5% | 33,640 | $2.97M | Q2 2026 | Aug 13, 2026 |
| Portland Global Advisors Llc | Sell | -402 | -10.0% | 3,621 | $319.26K | Q2 2026 | Aug 13, 2026 |
| Downshift Financial, Llc | Buy | +252 | — | 252 | $22.22K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +64 | +2.2% | 2,986 | $263.27K | Q2 2026 | Aug 13, 2026 |
| Vanguard Advisers Inc | Buy | +10 | +4.2% | 248 | $21.87K | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Buy | +5 | +12.8% | 44 | $3.88K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +282,396 | — | 282,396 | $24.68M | Q2 2026 | Aug 12, 2026 |
| Ep Wealth Advisors, Llc | Buy | +2,507 | — | 2,507 | $221.03K | Q2 2026 | Aug 12, 2026 |
| Seeds Investor Llc | Buy | +191 | +1.0% | 18,747 | $1.65M | Q2 2026 | Aug 12, 2026 |
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.