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Disclosery

VOTE TCW ETF TRUST

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TRANSFRM 500 ETF (fund)

112 managers (112 13F filers) reported a position in VOTE shares at 2026-06-30, 8,633,742 shares in all. 11 filers opened a position and 8 filers sold out during the quarter.

Managers
112
13F filers
112
New
11
Added
34
Reduced
30
Sold out
8
Shares held by filers
8,633,742

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Betterment LLC1,620,553$143M0.24%+5,11713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,199,264$106M0.05%+18,98713F-HRTimelineGroup
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC889,414$78.4M4.71%+124,75813F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…790,935$69.7M0.12%+1,46813F-HRTimelineGroup
Fund Evaluation Group, LLC512,574$45.2M1.22%+80,30513F-HRTimeline
National Philanthropic Trust476,634$42M0.61%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC391,401$34.5M<0.01%+13,64213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO282,396$24.7M<0.01%-67,07313F-HRTimelineGroup
Orion Porfolio Solutions, LLC211,498$18.6M0.14%+37,94313F-HRTimeline
Ethic Inc.194,114$17.1M0.21%-152,22113F-HRTimeline
Dorsey & Whitney Trust CO LLC186,983$16.5M0.8%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/185,599$16.4M<0.01%-18013F-HRTimelineGroup
ASPIRIANT, LLC167,619$14.8M0.36%+35,58813F-HRTimeline
Beacon Pointe Advisors, LLC160,262$14.1M0.07%-55313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY141,392$12.5M<0.01%+8,67813F-HRTimelineGroup
Mutual Advisors, LLC123,719$10.9M0.21%-1,18413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC110,650$9.76M0.03%-50013F-HRTimelineGroup
Values Added Financial LLC85,748$7.56M2.73%+1,95413F-HRTimeline
Cambridge Investment Research Advisors,…64,726$5.71M0.01%-4,32213F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…63,084$5.56M<0.01%+24,74613F-HRTimelineGroup
Gateway Wealth Partners, LLC51,211$4.52M0.27%-48,95713F-HRTimeline
Financial Insights, Inc.46,806$4.13M1.09%-3,80413F-HRTimeline
Modern Wealth Management, LLC46,340$4.09M0.05%+15,22513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC42,809$3.77M0.03%+10,31713F-HRTimeline
A&I FINANCIAL SERVICES, LLC42,458$3.74M1.63%-1,39013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp40,133$3.54M<0.01%-1,19213F-HRTimelineGroup
Plum Street Advisors, LLC33,640$2.97M0.95%-52013F-HRTimeline
Ballentine Partners, LLC29,820$2.63M0.03%013F-HRTimeline
LPL Financial LLC27,607$2.43M<0.01%-2,39813F-HRTimeline
BRIGHTON JONES LLC21,818$1.92M0.04%+3813F-HRTimeline
Fairman Group, LLC21,118$1.86M1.46%+4613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC18,856$1.66M0.01%+83913F-HRTimelineGroup
SEEDS INVESTOR LLC18,747$1.65M0.17%+19113F-HRTimeline
Hirtle & Co., LLC16,911$1.49M0.05%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP16,636$1.47M0.02%-21013F-HRTimeline
Jordan Park Group LLC16,522$1.46M0.07%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,255$1.43M<0.01%+71213F-HRTimelineGroup
Phoenix Wealth Advisors16,024$1.41M0.48%-29713F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…15,828$1.4M0.19%-52,00013F-HRTimelineGroup
Etesian Wealth Advisors, Inc.13,489$1.19M0.35%-24413F-HRTimeline
Sonoma Allocations LLC11,564$1.02M0.32%+2,32513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,137$982K<0.01%013F-HRTimelineGroup
Sage Advisory Services, Ltd.Co.10,361$914K0.45%-26913F-HRTimeline
Breakwater Investment Management10,212$900K0.31%-1,18413F-HRTimeline
Creative Planningin group Creative Planning10,126$893K<0.01%-16313F-HRTimelineGroup
DIVERSIFIED TRUST CO9,578$844K0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,286$819K<0.01%+13213F-HRTimelineGroup
Valeo Financial Advisors, LLC8,451$745K0.02%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co8,420$742K0.01%013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC8,309$733K0.02%-14613F-HRTimeline
MJP ASSOCIATES INC /ADV7,935$700K0.08%-21613F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC7,935$700K0.05%-21613F-HRTimelineGroup
ALPHA CAPITAL ADVISORS INC /ADV7,214$636K0.55%013F-HRTimeline
FMR LLCin group FMR LLC6,724$593K<0.01%+5,87413F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.6,456$569K<0.01%013F-HRTimelineGroup
Per Stirling Capital Management, LLC.5,899$520K0.05%-11113F-HRTimeline
RAINIER FAMILY WEALTH INC5,420$478K0.27%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,054$446K<0.01%+1213F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth5,043$445K<0.01%+6813F-HRTimelineGroup
Pearl Planning LLC4,761$420K0.19%013F-HRTimeline
Caprock Group, LLC4,649$410K0.01%+1213F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC4,110$362K0.17%-81813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,892$343K<0.01%013F-HRTimelineGroup
Sage Mountain Advisors LLC3,691$325K0.02%013F-HRTimeline
Portland Global Advisors LLC3,621$319K0.03%-40213F-HRTimeline
Krilogy Financial LLC3,350$295K0.01%+913F-HRTimeline
DWR WEALTH MANAGEMENT, LLC3,289$287K0.22%+8913F-HRTimeline
Schneider Downs Wealth Management Advis…3,175$280K0.03%013F-HRTimeline
UBS Group AGin group UBS Group AG2,986$263K<0.01%+6413F-HRTimelineGroup
Rossby Financial, LCC2,935$259K0.05%+31413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,752$243K<0.01%-31113F-HRTimelineGroup
Arax Advisory Partners2,589$228K<0.01%new13F-HRTimeline
EP Wealth Advisors, LLC2,507$221K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,248$198K<0.01%-5,35213F-HRTimelineGroup
Millstone Evans Group, LLC1,936$171K0.09%013F-HRTimeline
WOLFF WIESE MAGANA LLC1,551$137K0.06%013F-HRTimeline
AdvisorNet Financial, Inc1,452$128K0.01%+3113F-HRTimeline
Integrated Wealth Concepts LLC1,451$128K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,179$104K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,006$89K<0.01%+213F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC923$81.4K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA908$80K<0.01%-2,82413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…855$75.4K<0.01%+3013F-HRTimelineGroup
SHP Wealth Management646$57K<0.01%013F-HRTimeline
Frankly Finances, LLC549$48.4K0.04%new13F-HR/ATimeline
AMERIFLEX GROUP, INC.513$45.2K0.02%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/500$44K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…425$37.5K<0.01%-1313F-HRTimelineGroup
Napier Financial, LLC420$37K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp315$27.8K<0.01%013F-HRTimelineGroup
Downshift Financial, LLC252$22.2K0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC248$21.9K<0.01%+1013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC232$20.5K<0.01%013F-HRTimeline
MATHER GROUP, LLC.200$17.6K<0.01%013F-HRTimeline
MASECO LLP181$15.9K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC151$13.3K<0.01%+1913F-HRTimelineGroup
GoalVest Advisory LLC135$11.9K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC117$10.3K0.01%013F-HRTimeline
Bogart Wealth, LLC84$7.4K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\50$4.41K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC44$3.88K<0.01%+513F-HRTimeline
Brooklyn FI, LLC43$3.79K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC34$3K<0.01%new13F-HRTimeline
JPL Wealth Management, LLC24$2.12K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…13$1.15K<0.01%new13F-HRTimelineGroup
Allworth Financial LP10$882<0.01%013F-HRTimeline
Asset Dedication, LLC6$530<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.6$529<0.01%013F-HRTimeline
Dunhill Financial, LLC5$440<0.01%013F-HRTimeline
Financial Life Planners4$361<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.1$120<0.01%013F-HRTimeline
Golden State Wealth Management, LLC1$90<0.01%013F-HRTimeline