TCW Transform 500 ETF - Exchange-Traded Fund (VOTE) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2021 to Q4 2025

Type / Class
Equity / Exchange-Traded Fund
Symbol
VOTE
Shares outstanding
11,640,000
Price per share
$81.76
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
7,572,319
Total reported value
$607,935,163
% of total 13F portfolios
0%
Share change
-79,659
Value change
+$110,649
Number of holders
95
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of TCW Transform 500 ETF - Exchange-Traded Fund (VOTE) based on Schedule 13D/G filings

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 Dec 2025, 95 institutional investors reported holding 7,572,319 shares of TCW Transform 500 ETF - Exchange-Traded Fund (VOTE). This represents 65% of the company’s total 11,640,000 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of TCW Transform 500 ETF - Exchange-Traded Fund (VOTE) together control 62% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Betterment LLC 14% 1,572,590 +1.1% 0.24% $126,153,000
PNC Financial Services Group, Inc. 9.4% 1,092,021 +0.27% 0.05% $87,605,237
Angeles Investment Advisors, LLC 6.9% 801,039 +9.8% 4.3% $64,261,787
Thrivent Financial for Lutherans 6.7% 775,453 -1.9% 0.11% $62,659,000
JPMORGAN CHASE & CO 4.5% 528,431 -7.3% 0% $42,392,320
GOLDMAN SACHS GROUP INC 3.2% 378,240 -3.4% 0% $30,343,548
Ethic Inc. 3.1% 365,507 +0.63% 0.45% $29,322,073
Dorsey & Whitney Trust CO LLC 1.6% 189,410 +0.55% 0.8% $15,195,038
BANK OF AMERICA CORP /DE/ 1.5% 176,564 +5.2% 0% $14,164,494
Litman Gregory Wealth Management LLC 1.5% 176,249 -2.8% 1% $14,139,224
Orion Porfolio Solutions, LLC 1.4% 162,935 +8% 0.1% $13,071,165
ASPIRIANT, LLC 1.1% 130,776 +24% 0.3% $10,491,155
Mutual Advisors, LLC 1.1% 125,146 -0.62% 0.22% $10,039,558
MORGAN STANLEY 1.1% 124,662 +2.5% 0% $10,000,790
Pathstone Holdings, LLC 0.95% 111,150 -0.42% 0.03% $8,916,786
Values Added Financial LLC 0.74% 86,620 -0.95% 2.9% $6,948,883
Cambridge Investment Research Advisors, Inc. 0.65% 75,376 -2.2% 0.02% $6,047,000
Tolleson Wealth Management, Inc. 0.58% 67,303 +0.84% 0.78% $5,399,249
Gateway Wealth Partners, LLC 0.42% 48,962 +2.9% 0.44% $3,927,861
A&I FINANCIAL SERVICES, LLC 0.39% 45,105 +3.6% 1.7% $3,618,482
Bank of New York Mellon Corp 0.34% 40,023 -0.81% 0% $3,210,773
Plum Street Advisors, LLC 0.29% 33,941 +34% 0.97% $2,722,849
Phoenix Wealth Advisors 0.28% 32,677 -0.45% 1% $2,621,468
MONETA GROUP INVESTMENT ADVISORS LLC 0.28% 32,133 -4.8% 0.02% $2,577,818
Ballentine Partners, LLC 0.26% 29,820 0% 0.03% $2,392,250

Institutional Holders of TCW Transform 500 ETF - Exchange-Traded Fund (VOTE) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 7,572,319 $607,935,163 +$110,649 $80.22 95
2025 Q3 7,643,666 $593,782,255 +$57,868,897 $78.48 91
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