VOTE Institutional Ownership & Shareholders
TCW TRANSFORM 500 ETF (VOTE) is currently held by 113 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $753.36M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Betterment Llc is currently the largest disclosed institutional shareholder of VOTE tracked by InsiderSet, reporting ownership valued at approximately $142.88M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $146.93M, representing an estimated gain of +2.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed VOTE value among the investors covered in this analysis. Major shareholders include Betterment Llc, Pnc Financial Services Group, Inc., Angeles Investment Advisors, Llc, and several other long-term asset managers with concentrated positions in TCW TRANSFORM 500 ETF (VOTE).
This page ranks the largest institutional VOTE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
113
Total Reported Value
$753.36M
Largest Holder
Betterment Llc
Largest Position
$142.88M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
129
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Betterment Llc | 0.24% | 1,620,553 | $142,884,000 | $146,928,410 | +$4,044,410 | +2.83% | |
| Pnc Financial Services Group, Inc. | 0.06% | 1,190,372 | $104,953,875 | $107,925,792 | +$2,971,917 | +2.83% | |
| Angeles Investment Advisors, Llc | 4.44% | 817,456 | $73,618,671 | $74,115,139 | +$496,468 | +0.67% | |
| Thrivent Financial For Lutherans | 0.12% | 790,935 | $69,736,000 | $71,710,596 | +$1,974,596 | +2.83% | |
| Fund Evaluation Group, Llc | 1.22% | 512,574 | $45,193,087 | $46,472,829 | +$1,279,742 | +2.83% | |
| National Philanthropic Trust | 0.61% | 476,634 | $42,024,295 | $43,214,308 | +$1,190,013 | +2.83% | |
| Goldman Sachs Group Inc | 0.00% | 391,401 | $34,509,395 | $35,486,607 | +$977,212 | +2.83% | |
| Jpmorgan Chase & Co | 0.00% | 282,396 | $24,682,597 | $25,603,603 | +$921,006 | +3.73% | |
| Orion Porfolio Solutions, Llc | 0.14% | 211,498 | $18,647,570 | $19,175,593 | +$528,023 | +2.83% | |
| Aspiriant, Llc | 0.43% | 192,986 | $17,379,997 | $17,497,191 | +$117,194 | +0.67% | |
| Ethic Inc. | 0.21% | 194,114 | $17,114,818 | $17,599,462 | +$484,644 | +2.83% | |
| Dorsey & Whitney Trust Co Llc | 0.80% | 186,983 | $16,486,085 | $16,952,926 | +$466,841 | +2.83% | |
| Bank Of America Corp | 0.00% | 185,599 | $16,363,897 | $16,827,445 | +$463,548 | +2.83% | |
| Beacon Pointe Advisors, Llc | 0.07% | 160,262 | $14,130,125 | $14,530,250 | +$400,125 | +2.83% | |
| Morgan Stanley | 0.00% | 141,392 | $12,466,405 | $12,819,391 | +$352,986 | +2.83% | |
| Mutual Advisors, Llc | 0.21% | 123,719 | $10,908,162 | $11,217,057 | +$308,895 | +2.83% | |
| Pathstone Holdings, Llc | 0.03% | 111,150 | $8,480,745 | $10,077,481 | +$1,596,736 | +18.83% | |
| Values Added Financial Llc | 2.89% | 90,625 | $8,161,497 | $8,216,570 | +$55,073 | +0.67% | |
| Susquehanna International Group, Llp | 0.00% | 63,084 | $5,562,047 | $5,719,549 | +$157,502 | +2.83% | |
| Gateway Wealth Partners, Llc | 0.27% | 51,211 | $4,515,241 | $4,643,076 | +$127,835 | +2.83% | |
| Financial Insights, Inc. | 1.11% | 48,498 | $4,367,621 | $4,397,100 | +$29,479 | +0.67% | |
| Modern Wealth Management, Llc | 0.05% | 46,340 | $4,085,749 | $4,201,444 | +$115,695 | +2.83% | |
| A&I Financial Services, Llc | 1.68% | 44,238 | $3,983,982 | $4,010,865 | +$26,883 | +0.67% | |
| Moneta Group Investment Advisors Llc | 0.03% | 42,809 | $3,774,459 | $3,881,304 | +$106,845 | +2.83% | |
| Fairman Group, Llc | 2.55% | 39,581 | $3,564,559 | $3,588,635 | +$24,076 | +0.68% | |
| Bank Of New York Mellon Corp | 0.00% | 40,133 | $3,538,454 | $3,638,683 | +$100,229 | +2.83% | |
| Plum Street Advisors, Llc | 0.95% | 33,640 | $2,966,002 | $3,049,991 | +$83,989 | +2.83% | |
| Ballentine Partners, Llc | 0.03% | 29,820 | $2,629,197 | $2,703,648 | +$74,451 | +2.83% | |
| Lpl Financial Llc | 0.00% | 27,607 | $2,434,080 | $2,503,005 | +$68,925 | +2.83% | |
| Brighton Jones Llc | 0.04% | 21,818 | $1,923,677 | $1,978,142 | +$54,465 | +2.83% | |
| Kestra Advisory Services, Llc | 0.01% | 18,856 | $1,662,490 | $1,709,591 | +$47,101 | +2.83% | |
| Seeds Investor Llc | 0.17% | 18,747 | $1,652,904 | $1,699,708 | +$46,804 | +2.83% | |
| Mission Wealth Management, Lp | 0.02% | 16,636 | $1,498,210 | $1,508,313 | +$10,103 | +0.67% | |
| Hirtle & Co., Llc | 0.05% | 16,911 | $1,491,026 | $1,533,246 | +$42,220 | +2.83% | |
| Jordan Park Group Llc | 0.07% | 16,522 | $1,456,727 | $1,497,977 | +$41,250 | +2.83% | |
| Osaic Holdings, Inc. | 0.00% | 16,255 | $1,433,184 | $1,473,769 | +$40,585 | +2.83% | |
| Phoenix Wealth Advisors | 0.48% | 16,024 | $1,412,822 | $1,452,826 | +$40,004 | +2.83% | |
| Etesian Wealth Advisors, Inc. | 0.35% | 13,489 | $1,214,796 | $1,222,988 | +$8,192 | +0.67% | |
| Sonoma Allocations Llc | 0.32% | 11,564 | $1,021,911 | $1,048,457 | +$26,546 | +2.60% | |
| Rockefeller Capital Management L.P. | 0.00% | 11,137 | $981,937 | $1,009,743 | +$27,806 | +2.83% | |
| Sage Advisory Services, Ltd.Co. | 0.50% | 10,356 | $933,000 | $938,933 | +$5,933 | +0.64% | |
| Breakwater Investment Management | 0.30% | 10,060 | $905,987 | $912,096 | +$6,109 | +0.67% | |
| Diversified Trust Co | 0.01% | 9,578 | $844,481 | $868,395 | +$23,914 | +2.83% | |
| Stifel Financial Corp | 0.00% | 9,286 | $818,810 | $841,921 | +$23,111 | +2.82% | |
| Valeo Financial Advisors, Llc | 0.02% | 8,451 | $761,083 | $766,215 | +$5,132 | +0.67% | |
| Fiduciary Trust Co | 0.01% | 8,420 | $742,382 | $763,404 | +$21,022 | +2.83% | |
| Ashton Thomas Private Wealth, Llc | 0.02% | 8,309 | $732,595 | $753,340 | +$20,745 | +2.83% | |
| Premier Financial Group | 0.14% | 8,089 | $713,220 | $733,394 | +$20,174 | +2.83% | |
| Advisor Os, Llc | 0.05% | 7,935 | $699,621 | $719,432 | +$19,811 | +2.83% | |
| Mjp Associates Inc | 0.08% | 7,935 | $699,621 | $719,432 | +$19,811 | +2.83% |
Frequently asked questions about VOTE
Who are the largest institutional holders of VOTE?
The largest institutional holders of VOTE reported in the latest SEC Form 13F filings include Betterment Llc, Pnc Financial Services Group, Inc., Angeles Investment Advisors, Llc, Thrivent Financial For Lutherans, and Fund Evaluation Group, Llc. InsiderSet ranks institutional holders by their latest reported VOTE position.
What is VOTE institutional ownership?
This page tracks VOTE positions reported by institutional investment managers through SEC Form 13F. TCW TRANSFORM 500 ETF (VOTE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VOTE?
InsiderSet currently tracks 113 institutional managers reporting VOTE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VOTE shareholders.
How much VOTE stock do institutions own?
Institutional investment managers disclosed approximately $753.36M in VOTE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VOTE institutional ownership last updated?
The latest VOTE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VOTE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VOTE position after the reporting date.
Are institutions buying or selling VOTE?
Institutional buying and selling can be analyzed by comparing VOTE positions across consecutive 13F reporting periods. InsiderSet's VOTE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VOTE ownership changes.
How has VOTE institutional ownership changed over time?
InsiderSet tracks VOTE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.