Latest Period
Q1 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 Q1 2026
Institutions Reporting
111
Shares (Excl. Options)
8,560,673
Price
$76.30
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- Security type / class
- Equity / Exchange-Traded Fund
- Symbol
- VOTE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 8,560,673
- Total 13F value
- $652,582,853
- Portfolio coverage rank
- 0%
- Share change
- +614,865
- Value change
- +$47,261,699
- Number of holders
- 111
- Shares outstanding
- 11,640,000
- SEC-reported price per share
- $86.87
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 Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 100 to 111 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $657,787,585 to $652,582,853.
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 Q1 2026.
Security key
29287L106
Latest holder period
Q1 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 31 Mar 2026, 111 institutional investors reported holding 8,560,673 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% | 1,615,436 | +2.7% | 0.23% | $123,258,000 |
| PNC FINANCIAL SERVICES GROUP, INC. | 10% | 1,180,277 | +8.1% | 0.05% | $90,055,138 |
| Thrivent Financial for Lutherans | 6.8% | 789,467 | +1.8% | 0.11% | $60,236,000 |
| Angeles Investment Advisors, LLC | 6.6% | 764,656 | -4.5% | 3.9% | $58,343,269 |
| National Philanthropic Trust | 4.1% | 476,634 | 0% | 0.39% | $36,367,178 |
| Fund Evaluation Group, LLC | 3.7% | 432,269 | 1% | $32,982,125 | |
| GOLDMAN SACHS GROUP INC | 3.2% | 377,759 | -0.13% | 0% | $28,823,011 |
| JPMORGAN CHASE & CO | 3% | 349,469 | -34% | 0% | $25,923,506 |
| Ethic Inc. | 3% | 346,335 | -5.2% | 0.42% | $26,425,380 |
| Dorsey & Whitney Trust CO LLC | 1.6% | 186,983 | -1.3% | 0.78% | $14,266,803 |
| BANK OF AMERICA CORP /DE/ | 1.6% | 185,779 | +5.2% | 0% | $14,174,937 |
| Orion Porfolio Solutions, LLC | 1.5% | 173,555 | +6.5% | 0.11% | $13,242,271 |
| Beacon Pointe Advisors, LLC | 1.4% | 160,815 | 0.07% | $12,270,185 | |
| MORGAN STANLEY | 1.1% | 132,714 | +6.5% | 0% | $10,126,152 |
| ASPIRIANT, LLC | 1.1% | 132,031 | +0.96% | 0.29% | $10,074,020 |
| Mutual Advisors, LLC | 1.1% | 124,903 | -0.19% | 0.2% | $9,530,117 |
| Pathstone Holdings, LLC | 0.95% | 111,150 | 0% | 0.03% | $8,480,745 |
| Gateway Wealth Partners, LLC | 0.86% | 100,168 | +105% | 0.3% | $7,642,760 |
| Values Added Financial LLC | 0.72% | 83,794 | -3.3% | 2.7% | $6,393,451 |
| Cambridge Investment Research Advisors, Inc. | 0.59% | 69,048 | -8.4% | 0.01% | $5,268,000 |
| Financial Insights, Inc. | 0.43% | 50,610 | -4.9% | 1.3% | $3,861,547 |
| Contango Wealth Management LLC | 0.43% | 50,174 | -39% | 4.5% | $3,828,276 |
| A&I FINANCIAL SERVICES, LLC | 0.38% | 43,848 | -2.8% | 1.6% | $3,345,570 |
| Bank of New York Mellon Corp | 0.36% | 41,325 | +3.3% | 0% | $3,153,134 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.33% | 38,338 | 0% | $2,925,189 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
20
Latest
Q1 2026
Rows shown
1-20 of 20
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 8,560,673 | $652,582,853 | +$47,261,699 | $76.30 | 111 |
| 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 |