TCW TRANSFORM 500 ETF (VOTE) Institutional Shareholders
TCW TRANSFORM 500 ETF (VOTE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $729.46M in VOTE holdings during the latest filing period.
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 $145.69M, representing an estimated gain of +1.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed VOTE value among the investors covered in this analysis. Major shareholders include Betterment Llc, Pnc Financial Services Group, Inc., Thrivent Financial For Lutherans, 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
110
Total Reported Value
$729.46M
Largest Holder
Betterment Llc
Largest Position
$142.88M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
123
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 | $145,687,715 | +$2,803,715 | +1.96% | |
| Pnc Financial Services Group, Inc. | 0.06% | 1,190,372 | $104,953,875 | $107,014,443 | +$2,060,568 | +1.96% | |
| Thrivent Financial For Lutherans | 0.12% | 790,935 | $69,736,000 | $71,105,057 | +$1,369,057 | +1.96% | |
| Angeles Investment Advisors, Llc | 3.92% | 764,656 | $58,343,269 | $68,742,574 | +$10,399,305 | +17.82% | |
| Fund Evaluation Group, Llc | 1.22% | 512,574 | $45,193,087 | $46,080,403 | +$887,316 | +1.96% | |
| National Philanthropic Trust | 0.61% | 476,634 | $42,024,295 | $42,849,397 | +$825,102 | +1.96% | |
| Goldman Sachs Group Inc | 0.00% | 391,401 | $34,509,395 | $35,186,950 | +$677,555 | +1.96% | |
| Jpmorgan Chase & Co | 0.00% | 282,396 | $24,682,597 | $25,387,400 | +$704,803 | +2.86% | |
| Orion Porfolio Solutions, Llc | 0.14% | 211,498 | $18,647,570 | $19,013,670 | +$366,100 | +1.96% | |
| Ethic Inc. | 0.21% | 194,114 | $17,114,818 | $17,450,849 | +$336,031 | +1.96% | |
| Dorsey & Whitney Trust Co Llc | 0.80% | 186,983 | $16,486,085 | $16,809,772 | +$323,687 | +1.96% | |
| Bank Of America Corp | 0.00% | 185,599 | $16,363,897 | $16,685,350 | +$321,453 | +1.96% | |
| Aspiriant, Llc | 0.36% | 167,619 | $14,778,984 | $15,068,948 | +$289,964 | +1.96% | |
| Beacon Pointe Advisors, Llc | 0.07% | 160,262 | $14,130,125 | $14,407,554 | +$277,429 | +1.96% | |
| Morgan Stanley | 0.00% | 141,392 | $12,466,405 | $12,711,141 | +$244,736 | +1.96% | |
| Mutual Advisors, Llc | 0.21% | 123,719 | $10,908,162 | $11,122,338 | +$214,176 | +1.96% | |
| Pathstone Holdings, Llc | 0.03% | 111,150 | $8,480,745 | $9,992,385 | +$1,511,640 | +17.82% | |
| Values Added Financial Llc | 2.73% | 85,748 | $7,560,271 | $7,708,745 | +$148,474 | +1.96% | |
| Susquehanna International Group, Llp | 0.00% | 63,084 | $5,562,047 | $5,671,252 | +$109,205 | +1.96% | |
| Gateway Wealth Partners, Llc | 0.27% | 51,211 | $4,515,241 | $4,603,869 | +$88,628 | +1.96% | |
| Financial Insights, Inc. | 1.09% | 46,806 | $4,126,849 | $4,207,859 | +$81,010 | +1.96% | |
| Modern Wealth Management, Llc | 0.05% | 46,340 | $4,085,749 | $4,165,966 | +$80,217 | +1.96% | |
| Moneta Group Investment Advisors Llc | 0.03% | 42,809 | $3,774,459 | $3,848,529 | +$74,070 | +1.96% | |
| A&I Financial Services, Llc | 1.63% | 42,458 | $3,743,549 | $3,816,974 | +$73,425 | +1.96% | |
| Bank Of New York Mellon Corp | 0.00% | 40,133 | $3,538,454 | $3,607,957 | +$69,503 | +1.96% | |
| Plum Street Advisors, Llc | 0.95% | 33,640 | $2,966,002 | $3,024,236 | +$58,234 | +1.96% | |
| Ballentine Partners, Llc | 0.03% | 29,820 | $2,629,197 | $2,680,818 | +$51,621 | +1.96% | |
| Lpl Financial Llc | 0.00% | 27,607 | $2,434,080 | $2,481,869 | +$47,789 | +1.96% | |
| Brighton Jones Llc | 0.04% | 21,818 | $1,923,677 | $1,961,438 | +$37,761 | +1.96% | |
| Kestra Advisory Services, Llc | 0.01% | 18,856 | $1,662,490 | $1,695,154 | +$32,664 | +1.96% | |
| Seeds Investor Llc | 0.17% | 18,747 | $1,652,904 | $1,685,355 | +$32,451 | +1.96% | |
| Hirtle & Co., Llc | 0.05% | 16,911 | $1,491,026 | $1,520,299 | +$29,273 | +1.96% | |
| Mission Wealth Management, Lp | 0.02% | 16,636 | $1,466,778 | $1,495,576 | +$28,798 | +1.96% | |
| Jordan Park Group Llc | 0.07% | 16,522 | $1,456,727 | $1,485,328 | +$28,601 | +1.96% | |
| Osaic Holdings, Inc. | 0.00% | 16,255 | $1,433,184 | $1,461,325 | +$28,141 | +1.96% | |
| Phoenix Wealth Advisors | 0.48% | 16,024 | $1,412,822 | $1,440,558 | +$27,736 | +1.96% | |
| Etesian Wealth Advisors, Inc. | 0.35% | 13,489 | $1,189,310 | $1,212,661 | +$23,351 | +1.96% | |
| Sonoma Allocations Llc | 0.32% | 11,564 | $1,021,911 | $1,039,604 | +$17,693 | +1.73% | |
| Rockefeller Capital Management L.P. | 0.00% | 11,137 | $981,937 | $1,001,216 | +$19,279 | +1.96% | |
| Sage Advisory Services, Ltd.Co. | 0.45% | 10,361 | $914,000 | $931,454 | +$17,454 | +1.91% | |
| Breakwater Investment Management | 0.31% | 10,212 | $900,381 | $918,059 | +$17,678 | +1.96% | |
| Diversified Trust Co | 0.01% | 9,578 | $844,481 | $861,062 | +$16,581 | +1.96% | |
| Stifel Financial Corp | 0.00% | 9,286 | $818,810 | $834,811 | +$16,001 | +1.95% | |
| Valeo Financial Advisors, Llc | 0.02% | 8,451 | $745,115 | $759,745 | +$14,630 | +1.96% | |
| Fiduciary Trust Co | 0.01% | 8,420 | $742,382 | $756,958 | +$14,576 | +1.96% | |
| Ashton Thomas Private Wealth, Llc | 0.02% | 8,309 | $732,595 | $746,979 | +$14,384 | +1.96% | |
| Advisor Os, Llc | 0.05% | 7,935 | $699,621 | $713,357 | +$13,736 | +1.96% | |
| Mjp Associates Inc | 0.08% | 7,935 | $699,621 | $713,357 | +$13,736 | +1.96% | |
| Alpha Capital Advisors Inc | 0.55% | 7,214 | $636,008 | $648,539 | +$12,531 | +1.97% | |
| Premier Financial Group | 0.11% | 8,068 | $624,047 | $725,313 | +$101,266 | +16.23% |
Frequently asked questions about VOTE
Who owns the most VOTE stock?
The largest holders of VOTE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for TCW TRANSFORM 500 ETF (VOTE).
Is VOTE widely held by superinvestors?
Many widely followed stocks like VOTE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VOTE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.