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
$80.22
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
7,640,186
Total reported value
$593,509,145
% of total 13F portfolios
0%
Share change
+809,800
Value change
+$57,868,897
Number of holders
90
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 30 Sep 2025, 90 institutional investors reported holding 7,640,186 shares of TCW Transform 500 ETF - Exchange-Traded Fund (VOTE). This represents 66% 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 13% 1,556,154 +2.3% 0.24% $122,127,000
PNC Financial Services Group, Inc. 9.4% 1,089,061 +7.1% 0.05% $85,469,510
Thrivent Financial for Lutherans 6.8% 790,255 0.12% $62,019,000
Angeles Investment Advisors, LLC 6.3% 729,569 -31% 3.8% $57,256,609
JPMORGAN CHASE & CO 4.9% 570,113 -1.5% 0% $44,742,468
GOLDMAN SACHS GROUP INC 3.4% 391,641 -2.5% 0% $30,735,985
Ethic Inc. 3.1% 363,221 +30% 0.47% $28,505,553
Dorsey & Whitney Trust CO LLC 1.6% 188,372 +1.8% 0.78% $14,783,435
Litman Gregory Wealth Management LLC 1.6% 181,390 -4.3% 1.1% $14,235,488
BANK OF AMERICA CORP /DE/ 1.4% 167,861 +0.39% 0% $13,173,731
Arax Advisory Partners 1.4% 164,737 +2985% 0.13% $6,756,865
Orion Porfolio Solutions, LLC 1.3% 150,886 +10% 0.09% $11,841,566
Mutual Advisors, LLC 1.1% 125,933 +1.3% 0.22% $9,959,381
MORGAN STANLEY 1% 121,668 +5.3% 0% $9,548,647
Pathstone Holdings, LLC 0.96% 111,620 -1.6% 0.03% $8,759,938
ASPIRIANT, LLC 0.91% 105,559 +3.2% 0.25% $8,284,305
Values Added Financial LLC 0.75% 87,447 -12% 3.1% $6,862,841
Cambridge Investment Research Advisors, Inc. 0.66% 77,051 +3% 0.02% $6,047,000
Tolleson Wealth Management, Inc. 0.57% 66,745 +0.14% 0.81% $5,238,148
Gateway Wealth Partners, LLC 0.41% 47,588 +40% 0.5% $3,734,719
A&I FINANCIAL SERVICES, LLC 0.37% 43,526 +0.62% 1.7% $3,427,316
Bank of New York Mellon Corp 0.35% 40,350 -2.2% 0% $3,166,676
MONETA GROUP INVESTMENT ADVISORS LLC 0.29% 33,751 0% 0.02% $2,648,791
Phoenix Wealth Advisors 0.28% 32,824 -3.2% 0.99% $2,576,056
Ballentine Partners, LLC 0.26% 29,820 +0.67% 0.03% $2,340,274

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 273,002 $21,900,925 +$2,109,957 $80.22 10
2025 Q3 7,640,186 $593,509,145 +$57,868,897 $78.48 90
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