TCW Transform 500 ETF
VOTE • NYSE
TCW Transform 500 ETF is an exchange-traded fund on NYSE. As of Q3 2025, 88 institutional investors hold shares in this ETF, with total holdings valued at $592.9M. Betterment LLC is the largest holder with a position valued at $122.1M.
Overview
Overview of institutional ownership in VOTE as of Q3 2025
All Institutions
- Institutions
- 88
- Value Held
- $592.9M
- Shares Held
- 7.6M
- Avg Position
- $6.7M
- Median Position
- $625.2K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $203.2K
- Shares Held
- 2.6K
- Avg Position
- $203.2K
- Median Position
- $203.2K
Biggest Investors
Institutions with the largest positions in VOTE as of Q3 2025
| Institution | Position Value |
|---|---|
 Betterment LLC RIA/Wealth | $122.1M 0.26% of portfolio |
 PNC FINANCIAL SERVICES GROUP, INC. Institution | $85.5M 0.05% of portfolio |
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $62.0M 0.13% of portfolio |
 Angeles Investment Advisors, LLC Fund of Funds | $57.3M 3.76% of portfolio |
 JPMORGAN CHASE & CO Institution | $44.7M 0.00% of portfolio |
 GOLDMAN SACHS GROUP INC Institution | $30.7M 0.00% of portfolio |
E Ethic Inc. RIA/Wealth | $28.5M 0.47% of portfolio |
 Dorsey & Whitney Trust CO LLC RIA/Wealth | $14.8M 0.78% of portfolio |
 Litman Gregory Asset Management LLC RIA/Wealth | $14.2M 1.06% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $13.2M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for VOTE in Q3 2025
- Traded
- +$59.7M
- Buyers
- 48
- Sellers
- 26
- Total Bought
- +$92.4M
- Total Sold
- −$32.7M
- Avg Position
- $6.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | +$62.0M +790.3K shares |
E Ethic Inc. RIA/Wealth | +$6.6M +84.7K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | +$6.5M +159.4K shares |
PNC FINANCIAL SERVICES GROUP, INC. Institution | +$5.7M +72.5K shares |
Betterment LLC RIA/Wealth | +$2.8M +35.4K shares |
 MONETA GROUP INVESTMENT ADVISORS LLC RIA/Wealth | +$1.6M +20.0K shares |
C CLS Investments, LLC Institution | +$1.1M +14.0K shares |
 Gateway Wealth Partners, LLC RIA/Wealth | +$1.1M +13.6K shares |
 Ashton Thomas Private Wealth, LLC RIA/Wealth | +$477.9K +6.1K shares |
 MORGAN STANLEY RIA/Wealth | +$476.7K +6.1K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Angeles Investment Advisors, LLC Fund of Funds | −$25.5M −325.0K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$1.7M −22.7K shares |
 Values Added Financial LLC RIA/Wealth | −$936.1K −11.9K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$907.2K −12.5K shares |
GOLDMAN SACHS GROUP INC Institution | −$801.0K −10.2K shares |
JPMORGAN CHASE & CO Institution | −$663.2K −8.5K shares |
Litman Gregory Asset Management LLC RIA/Wealth | −$647.0K −8.2K shares |
 BP WEALTH MANAGEMENT, LLC RIA/Wealth | −$443.0K −6.1K shares |
S Stephens Consulting, LLC RIA/Wealth | −$416.4K −5.7K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$175.8K −2.4K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited VOTE in Q3 2025
- New Positions
- 9
- New Value
- $1.5M
- Exited Positions
- 8
- Exited Value
- $3.6M
New Positions
| Institution | Position Value |
|---|---|
Ashton Thomas Private Wealth, LLC RIA/Wealth | $477.9K 6.1K shares |
 Sonoma Allocations LLC RIA/Wealth | $294.4K 3.8K shares |
 RAINIER FAMILY WEALTH INC RIA/Wealth | $243.3K 3.1K shares |
 AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | $203.2K 2.6K shares |
W WOLFF WIESE MAGANA LLC Institution | $121.7K 1.6K shares |
 Rockefeller Capital Management L.P. Long Only Manager | $96.7K 1.2K shares |
R Root Financial Partners, LLC RIA/Wealth | $31.4K 400.0 shares |
 Halbert, Hargrove/Russell LLC RIA/Wealth | $18.2K 232.0 shares |
 RESOURCES MANAGEMENT CORP /CT/ /ADV RIA/Wealth | $8.8K 112.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $1.7M 22.7K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $907.2K 12.5K shares |
BP WEALTH MANAGEMENT, LLC RIA/Wealth | $443.0K 6.1K shares |
S Stephens Consulting, LLC RIA/Wealth | $416.4K 5.7K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $175.8K 2.4K shares |
T Tower Research Capital LLC Institution | $12.4K 171.0 shares |
 TWIN PEAKS WEALTH ADVISORS, LLC RIA/Wealth | $7.0K 92.0 shares |
 Plante Moran Financial Advisors, LLC RIA/Wealth | $1.6K 22.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in VOTE as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with VOTE as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Angeles Investment Advisors, LLC Fund of Funds | 3.76% $57.3M |
Values Added Financial LLC RIA/Wealth | 3.05% $6.9M |
 AI Financial Services LLC RIA/Wealth | 2.19% $3.4M |
Litman Gregory Asset Management LLC RIA/Wealth | 1.06% $14.2M |
 Phoenix Wealth Advisors RIA/Wealth | 0.99% $2.6M |
T Tolleson Wealth Management, Inc. Institution | 0.85% $5.2M |
Dorsey & Whitney Trust CO LLC RIA/Wealth | 0.78% $14.8M |
 Plum Street Advisors, LLC RIA/Wealth | 0.77% $2.0M |
Gateway Wealth Partners, LLC RIA/Wealth | 0.51% $3.7M |
E Ethic Inc. RIA/Wealth | 0.47% $28.5M |
Hedge Fund Spotlight
Discover hedge funds investing in VOTE
AQR CAPITAL MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerDavid Gary Kabiller
- Portfolio Value
- $156.17B
- Positions
- 3,453
- Last Reported
- Q3 2025
Sector Allocation
Position in TCW Transform 500 ETF
- Market Value
- $203.2K
- Shares Held
- 2.6K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $4.1B | 2.62% | |
Software - Infrastructure Technology | $3.2B | 2.05% | |
Consumer Electronics Technology | $2.8B | 1.76% |
