Latest Period
Q2 2026
Security Snapshot
TCW Transform 500 ETF - Exchange-Traded Fund (VOTE) Institutional Ownership
CUSIP: 29287L106
13F Institutional Holders and Ownership History from Q2 2021 to Q2 2026
Institutions Reporting
111
Shares (Excl. Options)
8,586,936
Price
$88.17
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- Security type / class
- Equity / Exchange-Traded Fund
- Symbol
- VOTE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 8,586,936
- Total 13F value
- $756,887,592
- Portfolio coverage rank
- 0%
- Share change
- +45,704
- Value change
- +$4,362,229
- Number of holders
- 111
- Shares outstanding
- 11,640,000
- SEC-reported price per share
- $85.89
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- VOTE - TCW Transform 500 ETF - Exchange-Traded Fund is tracked under CUSIP 29287L106.
- 111 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 113 to 111 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $659,419,962 to $756,887,592.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 111 institutions filings for Q2 2026.
Security key
29287L106
Latest holder period
Q2 2026
13F holders
111
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 29287L106:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
VOTE
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | 9.9% | +18% | $90,163,276 | +$21,204,460 | 1,148,868 | +31% | The PNC Financial Services Group, Inc. | 30 Sep 2025 |
As of 30 Jun 2026, 111 institutional investors reported holding 8,586,936 shares of TCW Transform 500 ETF - Exchange-Traded Fund (VOTE). This represents 74% of the company’s total 11,640,000 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
69%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Betterment LLC | 14% | 1,620,553 | +0.32% | 0.24% | $142,884,000 |
| PNC Financial Services Group, Inc. | 10% | 1,199,264 | +1.6% | 0.05% | $105,737,874 |
| Angeles Investment Advisors, LLC | 7.6% | 889,414 | +16% | 4.7% | $78,418,634 |
| Thrivent Financial for Lutherans | 6.8% | 790,935 | +0.19% | 0.12% | $69,736,000 |
| Fund Evaluation Group, LLC | 4.4% | 512,574 | +19% | 1.2% | $45,193,087 |
| National Philanthropic Trust | 4.1% | 476,634 | 0% | 0.61% | $42,024,295 |
| GOLDMAN SACHS GROUP INC | 3.4% | 391,401 | +3.6% | 0% | $34,509,395 |
| JPMORGAN CHASE & CO | 2.4% | 282,396 | -19% | 0% | $24,682,597 |
| Orion Porfolio Solutions, LLC | 1.8% | 211,498 | +22% | 0.14% | $18,647,570 |
| Ethic Inc. | 1.7% | 194,114 | -44% | 0.21% | $17,114,818 |
| Dorsey & Whitney Trust CO LLC | 1.6% | 186,983 | 0% | 0.8% | $16,486,085 |
| BANK OF AMERICA CORP /DE/ | 1.6% | 185,599 | -0.1% | 0% | $16,363,897 |
| ASPIRIANT, LLC | 1.4% | 167,619 | +27% | 0.36% | $14,778,984 |
| Beacon Pointe Advisors, LLC | 1.4% | 160,262 | -0.34% | 0.07% | $14,130,125 |
| MORGAN STANLEY | 1.2% | 141,392 | +6.5% | 0% | $12,466,405 |
| Mutual Advisors, LLC | 1.1% | 123,719 | -0.95% | 0.21% | $10,908,162 |
| Pathstone Holdings, LLC | 0.95% | 110,650 | -0.45% | 0.03% | $9,755,889 |
| Values Added Financial LLC | 0.74% | 85,748 | +2.3% | 2.7% | $7,560,271 |
| Cambridge Investment Research Advisors, Inc. | 0.56% | 64,726 | -6.3% | 0.01% | $5,707,000 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.54% | 63,084 | +65% | 0% | $5,562,047 |
| Gateway Wealth Partners, LLC | 0.44% | 51,211 | -49% | 0.27% | $4,515,241 |
| Modern Wealth Management, LLC | 0.4% | 46,340 | +49% | 0.05% | $4,085,749 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 0.37% | 42,809 | +32% | 0.03% | $3,774,459 |
| A&I FINANCIAL SERVICES, LLC | 0.36% | 42,458 | -3.2% | 1.6% | $3,743,549 |
| Bank of New York Mellon Corp | 0.34% | 40,133 | -2.9% | 0% | $3,538,454 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
21
Latest
Q2 2026
Rows shown
1-21 of 21
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 8,586,936 | $756,887,592 | +$4,362,229 | $88.17 | 111 |
| 2026 Q1 | 8,650,281 | $659,419,962 | +$48,963,589 | $76.30 | 113 |
| 2025 Q4 | 8,193,602 | $657,787,585 | -$448,811 | $80.22 | 100 |
| 2025 Q3 | 7,708,093 | $598,838,495 | +$57,286,967 | $78.48 | 92 |
| 2025 Q2 | 6,863,582 | $499,468,620 | +$4,455,529 | $72.74 | 84 |
| 2025 Q1 | 6,927,314 | $456,795,152 | +$22,029,601 | $65.39 | 83 |
| 2024 Q4 | 6,589,089 | $454,450,573 | +$34,374,047 | $68.78 | 77 |
| 2024 Q3 | 6,051,313 | $405,664,944 | -$14,829,549 | $67.04 | 78 |
| 2024 Q2 | 6,273,193 | $398,858,340 | +$28,572,165 | $63.58 | 69 |
| 2024 Q1 | 5,824,638 | $356,750,693 | -$117,784,608 | $61.25 | 67 |
| 2023 Q4 | 7,848,837 | $436,529,294 | +$58,953,898 | $55.62 | 60 |
| 2023 Q3 | 6,779,547 | $338,126,702 | +$63,499,191 | $49.88 | 51 |
| 2023 Q2 | 5,502,800 | $283,682,435 | +$22,752,364 | $51.60 | 48 |
| 2023 Q1 | 4,946,900 | $235,146,190 | +$8,026,939 | $47.59 | 47 |
| 2022 Q4 | 4,795,172 | $212,148,458 | +$46,744,590 | $44.22 | 43 |
| 2022 Q3 | 3,740,058 | $157,823,784 | +$23,751,677 | $41.59 | 38 |
| 2022 Q2 | 3,175,360 | $138,984,368 | +$4,593,576 | $43.77 | 33 |
| 2022 Q1 | 3,044,909 | $161,085,909 | -$5,267,673 | $52.91 | 32 |
| 2021 Q4 | 3,101,102 | $173,445,874 | +$12,222,954 | $55.93 | 23 |
| 2021 Q3 | 2,882,981 | $146,916,000 | +$39,598,916 | $50.96 | 14 |
| 2021 Q2 | 2,105,967 | $107,131,000 | +$107,131,000 | $50.87 | 3 |