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Disclosery

VOTE TCW ETF TRUST

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TRANSFRM 500 ETF (fund)

80 managers (80 13F filers) reported a position in VOTE shares at 2024-12-31, 7,070,323 shares in all. 7 filers opened a position and 11 filers sold out during the quarter.

Managers
80
13F filers
80
New
7
Added
31
Reduced
20
Sold out
11
Shares held by filers
7,070,323

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 LLC1,274,494$87.7M0.21%+45,16613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…803,360$56.4M0.11%+8,59513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…813,269$55.9M0.04%+70,16213F-HRTimelineGroup
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC765,439$52.7M2.53%+254,65513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO602,943$41.5M<0.01%-37,64313F-HRTimelineGroup
National Philanthropic Trust476,634$32.8M0.47%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC372,480$25.6M<0.01%-2,38513F-HRTimelineGroup
Litman Gregory Wealth Management LLC194,822$13.4M1.16%+5,56013F-HRTimeline
Dorsey & Whitney Trust CO LLC183,121$12.6M0.69%-2,38513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/164,803$11.3M<0.01%+13113F-HRTimelineGroup
Financial Insights, Inc.115,513$7.95M2.95%+8,34013F-HRTimeline
Mutual Advisors, LLC113,823$7.91M0.23%+9,15313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC113,452$7.8M0.03%-1,17513F-HRTimelineGroup
Values Added Financial LLC97,825$6.73M3.89%+2,25513F-HRTimeline
ASPIRIANT, LLC84,135$5.79M0.21%+23,64213F-HRTimeline
Cambridge Investment Research Advisors,…78,100$5.37M0.02%-5,63913F-HRTimeline
Orion Porfolio Solutions, LLC72,191$4.97M0.05%+5,61713F-HRTimeline
Orion Portfolio Solutions, LLC72,191$4.97M0.05%+5,61713F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…66,350$4.56M0.94%+54,35013F-HRTimelineGroup
Phoenix Wealth Advisors62,959$4.33M1.88%+12,27513F-HRTimeline
Ethic Inc.49,807$3.43M0.07%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp45,928$3.16M<0.01%-2,18113F-HRTimelineGroup
A&I FINANCIAL SERVICES, LLC38,818$2.67M2.6%13F-HRTimeline
Ballentine Partners, LLC29,623$2.04M0.03%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP28,000$1.93M<0.01%new13F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC24,355$1.68M0.02%+14613F-HRTimeline
BRIGHTON JONES LLC20,904$1.44M0.04%-22613F-HR/ATimeline
Modern Wealth Management, LLC17,262$1.19M0.04%new13F-HR/ATimeline
MISSION WEALTH MANAGEMENT, LP16,683$1.15M0.03%013F-HRTimeline
Hirtle & Co., LLC15,966$1.1M0.05%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY14,179$975K<0.01%-3,25213F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,806$950K<0.01%-7,33613F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12,992$894K0.02%-12213F-HRTimelineGroup
Creative Planningin group Creative Planning12,140$835K<0.01%+6,38113F-HRTimelineGroup
SEEDS INVESTOR LLC12,126$834K0.24%+95913F-HRTimeline
Atria Wealth Solutions, Inc.11,973$824K0.01%-3,12313F-HRTimeline
Breakwater Investment Management11,344$780K0.33%+42313F-HR/ATimeline
Sage Advisory Services, Ltd.Co.10,746$739K0.44%+1,21113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,665$734K<0.01%-27913F-HRTimelineGroup
Valeo Financial Advisors, LLC10,255$705K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,978$686K<0.01%-1,77413F-HR/ATimelineGroup
DIVERSIFIED TRUST CO9,578$659K0.02%+4,79413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,876$611K<0.01%+41413F-HRTimelineGroup
LPL Financial LLC8,563$589K<0.01%+4,68813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co8,420$579K0.01%+37513F-HRTimelineGroup
Plum Street Advisors, LLC7,622$524K0.26%new13F-HRTimeline
Portland Global Advisors LLC7,270$500K0.06%013F-HRTimeline
Per Stirling Capital Management, LLC.6,196$426K0.06%-1,95113F-HRTimeline
Etesian Wealth Advisors, Inc.6,110$420K0.19%013F-HRTimeline
SVB WEALTH LLC6,090$419K0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,826$401K<0.01%+92613F-HRTimeline
Stephens Consulting, LLC5,725$394K0.1%-11913F-HRTimeline
Stark Wealth Management LLC4,600$316K0.23%13F-HRTimeline
Caprock Group, LLC4,575$315K0.01%-16113F-HRTimeline
Cetera Investment Advisers4,440$305K<0.01%-1,28113F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC4,344$299K0.02%+16313F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth4,189$288K<0.01%-3,80113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,152$286K<0.01%-1,17013F-HRTimelineGroup
Sage Mountain Advisors LLC3,691$254K0.02%new13F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC3,378$232K0.13%013F-HRTimeline
Millstone Evans Group, LLC2,055$141K0.1%13F-HRTimeline
MAI Capital Management1,967$135K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,488$103K<0.01%013F-HRTimelineGroup
Fairman Group, LLC1,035$71.2K0.06%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC990$68K<0.01%+313F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC923$63.5K0.01%013F-HRTimeline
AdvisorNet Financial, Inc693$47.6K<0.01%+11213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA500$34K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…438$30.1K<0.01%013F-HRTimelineGroup
Sandy Spring Bank310$21.4K<0.01%+113F-HRTimeline
MATHER GROUP, LLC.200$13.8K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC188$12.9K<0.01%+1913F-HRTimelineGroup
GoalVest Advisory LLC135$9.29K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\100$6.88K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/100$6.88K<0.01%013F-HRTimelineGroup
Financial Connections Group, Inc.70$4K<0.01%+113F-HRTimeline
Ruedi Wealth Management, Inc.26$1.8K<0.01%+513F-HRTimeline
Financial Life Planners4$277<0.01%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2$138<0.01%-7713F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.