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 $421.99M in VOTE holdings during the latest filing period.
Pnc Financial Services Group, Inc. is currently the largest disclosed institutional shareholder of VOTE tracked by InsiderSet, reporting ownership valued at approximately $89.34M in its March 31, 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 $106.47M, representing an estimated gain of +19.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed VOTE value among the investors covered in this analysis. Major shareholders include Pnc Financial Services Group, Inc., Angeles Investment Advisors, Llc, Fund Evaluation Group, 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
108
Total Reported Value
$421.99M
Largest Holder
Pnc Financial Services Group, Inc.
Largest Position
$89.34M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
114
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Pnc Financial Services Group, Inc. | 0.06% | 1,170,872 | $89,337,536 | $106,472,660 | +$17,135,124 | +19.18% | |
| Angeles Investment Advisors, Llc | 3.92% | 764,656 | $58,343,269 | $69,533,611 | +$11,190,342 | +19.18% | |
| Fund Evaluation Group, Llc | 1.01% | 432,269 | $32,982,125 | $39,308,165 | +$6,326,040 | +19.18% | |
| Goldman Sachs Group Inc | 0.00% | 377,759 | $28,823,011 | $34,351,326 | +$5,528,315 | +19.18% | |
| National Philanthropic Trust | 0.70% | 476,634 | $26,510,383 | $43,342,474 | +$16,832,091 | +63.49% | |
| Ethic Inc. | 0.21% | 194,114 | $17,114,818 | $17,651,660 | +$536,842 | +3.14% | |
| Aspiriant, Llc | 0.36% | 167,619 | $14,778,984 | $15,242,350 | +$463,366 | +3.14% | |
| Dorsey & Whitney Trust Co Llc | 0.79% | 186,983 | $14,266,803 | $17,003,206 | +$2,736,403 | +19.18% | |
| Bank Of America Corp | 0.00% | 185,779 | $14,174,937 | $16,893,720 | +$2,718,783 | +19.18% | |
| Orion Porfolio Solutions, Llc | 0.11% | 173,555 | $13,242,271 | $15,782,137 | +$2,539,866 | +19.18% | |
| Beacon Pointe Advisors, Llc | 0.07% | 160,815 | $12,270,185 | $14,623,632 | +$2,353,447 | +19.18% | |
| Morgan Stanley | 0.00% | 132,714 | $10,126,152 | $12,068,281 | +$1,942,129 | +19.18% | |
| Mutual Advisors, Llc | 0.20% | 124,903 | $9,530,117 | $11,357,992 | +$1,827,875 | +19.18% | |
| Pathstone Holdings, Llc | 0.03% | 111,150 | $8,480,745 | $10,107,370 | +$1,626,625 | +19.18% | |
| Gateway Wealth Partners, Llc | 0.30% | 100,168 | $7,642,760 | $9,108,727 | +$1,465,967 | +19.18% | |
| Values Added Financial Llc | 2.73% | 85,748 | $7,560,271 | $7,797,452 | +$237,181 | +3.14% | |
| Financial Insights, Inc. | 1.25% | 50,610 | $3,861,547 | $4,602,195 | +$740,648 | +19.18% | |
| A&I Financial Services, Llc | 1.63% | 42,458 | $3,743,549 | $3,860,897 | +$117,348 | +3.13% | |
| Bank Of New York Mellon Corp | 0.00% | 41,325 | $3,153,134 | $3,757,868 | +$604,734 | +19.18% | |
| Susquehanna International Group, Llp | 0.00% | 38,338 | $2,925,189 | $3,486,247 | +$561,058 | +19.18% | |
| Ballentine Partners, Llc | 0.03% | 29,820 | $2,629,197 | $2,711,667 | +$82,470 | +3.14% | |
| Plum Street Advisors, Llc | 0.90% | 34,160 | $2,606,408 | $3,106,323 | +$499,915 | +19.18% | |
| Moneta Group Investment Advisors Llc | 0.02% | 32,492 | $2,479,112 | $2,954,644 | +$475,532 | +19.18% | |
| Modern Wealth Management, Llc | 0.04% | 31,115 | $2,395,007 | $2,829,427 | +$434,420 | +18.14% | |
| Lpl Financial Llc | 0.00% | 30,005 | $2,289,413 | $2,728,490 | +$439,077 | +19.18% | |
| Kestra Advisory Services, Llc | 0.01% | 18,856 | $1,662,490 | $1,714,661 | +$52,171 | +3.14% | |
| Fairman Group, Llc | 1.37% | 21,072 | $1,607,823 | $1,916,172 | +$308,349 | +19.18% | |
| Seeds Investor Llc | 0.21% | 18,556 | $1,514,578 | $1,687,381 | +$172,803 | +11.41% | |
| Mission Wealth Management, Lp | 0.02% | 16,636 | $1,466,778 | $1,512,786 | +$46,008 | +3.14% | |
| Phoenix Wealth Advisors | 0.48% | 16,024 | $1,412,822 | $1,457,134 | +$44,312 | +3.14% | |
| Hirtle & Co., Llc | 0.04% | 16,911 | $1,290,309 | $1,537,793 | +$247,484 | +19.18% | |
| Etesian Wealth Advisors, Inc. | 0.35% | 13,489 | $1,189,310 | $1,226,615 | +$37,305 | +3.14% | |
| Osaic Holdings, Inc. | 0.00% | 15,543 | $1,185,930 | $1,413,395 | +$227,465 | +19.18% | |
| Sonoma Allocations Llc | 0.32% | 11,564 | $1,021,911 | $1,051,567 | +$29,656 | +2.90% | |
| Sage Advisory Services, Ltd.Co. | 0.45% | 10,361 | $914,000 | $942,172 | +$28,172 | +3.08% | |
| Breakwater Investment Management | 0.32% | 11,396 | $869,515 | $1,036,290 | +$166,775 | +19.18% | |
| Rockefeller Capital Management L.P. | 0.00% | 11,137 | $849,753 | $1,012,738 | +$162,985 | +19.18% | |
| Diversified Trust Co | 0.01% | 9,578 | $844,481 | $870,971 | +$26,490 | +3.14% | |
| Creative Planning | 0.00% | 10,289 | $785,048 | $935,625 | +$150,577 | +19.18% | |
| Valeo Financial Advisors, Llc | 0.02% | 8,451 | $745,115 | $768,487 | +$23,372 | +3.14% | |
| Ashton Thomas Private Wealth, Llc | 0.02% | 8,309 | $732,595 | $755,575 | +$22,980 | +3.14% | |
| Stifel Financial Corp | 0.00% | 9,154 | $698,487 | $832,414 | +$133,927 | +19.17% | |
| Fiduciary Trust Co | 0.01% | 8,420 | $642,446 | $765,668 | +$123,222 | +19.18% | |
| Premier Financial Group | 0.11% | 8,068 | $624,047 | $733,660 | +$109,613 | +17.56% | |
| Advisor Os, Llc | 0.05% | 8,151 | $621,885 | $741,207 | +$119,322 | +19.19% | |
| Mjp Associates Inc | 0.08% | 8,151 | $621,885 | $741,207 | +$119,322 | +19.19% | |
| Wells Fargo & Company/Mn | 0.00% | 7,600 | $579,880 | $691,102 | +$111,222 | +19.18% | |
| Citadel Advisors Llc | 0.00% | 7,309 | $557,677 | $664,640 | +$106,963 | +19.18% | |
| Cibc Bancorp Usa Inc. | 0.00% | 6,456 | $492,593 | $587,073 | +$94,480 | +19.18% | |
| Rainier Family Wealth Inc | 0.27% | 5,420 | $477,880 | $492,865 | +$14,985 | +3.14% |
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.