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Disclosery

VOTE TCW ETF TRUST

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TRANSFRM 500 ETF (fund)

86 managers (86 13F filers) reported a position in VOTE shares at 2025-03-31, 7,407,428 shares in all. 10 filers opened a position and 4 filers sold out during the quarter.

Managers
86
13F filers
86
New
10
Added
38
Reduced
17
Sold out
4
Shares held by filers
7,407,428

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC1,320,747$86.4M0.2%+46,25313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…803,360$56.4M0.12%013F-HR/ATimelineGroup
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC861,919$56.4M3.03%+96,48013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…843,901$55.2M0.03%+30,63213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO586,889$38.4M<0.01%-16,05413F-HRTimelineGroup
National Philanthropic Trust476,634$31.2M0.5%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC376,316$24.6M<0.01%+3,83613F-HR/ATimelineGroup
Ethic Inc.196,977$12.9M0.26%+147,17013F-HRTimeline
Litman Gregory Wealth Management LLC197,062$12.9M1.11%+2,24013F-HRTimeline
Dorsey & Whitney Trust CO LLC182,749$11.9M0.69%-37213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/180,686$11.8M<0.01%+15,88313F-HRTimelineGroup
Mutual Advisors, LLC127,218$8.22M0.24%+13,39513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC113,452$7.42M0.03%013F-HRTimelineGroup
Financial Insights, Inc.106,023$6.93M2.76%-9,49013F-HRTimeline
Values Added Financial LLC98,493$6.44M3.57%+66813F-HRTimeline
ASPIRIANT, LLC93,543$6.12M0.21%+9,40813F-HRTimeline
Orion Porfolio Solutions, LLC75,405$4.93M0.05%+3,21413F-HRTimeline
Orion Portfolio Solutions, LLC75,405$4.93M0.05%+3,21413F-HR/ATimeline
Cambridge Investment Research Advisors,…73,941$4.83M0.02%-4,15913F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…66,650$4.36M0.84%+30013F-HR/ATimelineGroup
Phoenix Wealth Advisors60,809$3.98M1.73%-2,15013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp42,183$2.76M<0.01%-3,74513F-HRTimelineGroup
A&I FINANCIAL SERVICES, LLC41,298$2.7M1.83%+2,48013F-HRTimeline
Ballentine Partners, LLC29,623$1.94M0.03%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC26,428$1.73M0.02%+2,07313F-HRTimeline
Plum Street Advisors, LLC24,493$1.6M0.77%+16,87113F-HRTimeline
BRIGHTON JONES LLC21,613$1.41M0.05%+70913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…18,795$1.23M0.04%+5,80313F-HRTimelineGroup
Modern Wealth Management, LLC17,238$1.13M0.04%-2413F-HR/ATimeline
MISSION WEALTH MANAGEMENT, LP16,683$1.09M0.03%013F-HRTimeline
Hirtle & Co., LLC16,528$1.08M0.04%+56213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY15,543$1.02M<0.01%+1,36413F-HRTimelineGroup
SEEDS INVESTOR LLC12,570$822K0.23%+44413F-HRTimeline
Creative Planningin group Creative Planning12,250$801K<0.01%+11013F-HRTimelineGroup
Atria Wealth Solutions, Inc.12,031$787K0.01%+5813F-HRTimeline
Breakwater Investment Management11,387$745K0.32%+4313F-HRTimeline
Sage Advisory Services, Ltd.Co.10,746$703K0.41%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,587$692K<0.01%-7813F-HRTimelineGroup
Valeo Financial Advisors, LLC9,756$638K0.02%-49913F-HRTimeline
DIVERSIFIED TRUST CO9,578$626K0.02%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,891$581K<0.01%+1513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC8,517$557K<0.01%+2,69113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co8,420$551K0.01%013F-HRTimelineGroup
Etesian Wealth Advisors, Inc.8,199$536K0.23%+2,08913F-HRTimeline
MJP ASSOCIATES INC /ADV7,508$491K0.09%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC7,508$491K0.06%new13F-HRTimelineGroup
LPL Financial LLC7,315$478K<0.01%-1,24813F-HRTimeline
Per Stirling Capital Management, LLC.6,196$405K0.06%013F-HRTimeline
SVB WEALTH LLC6,090$398K0.02%013F-HRTimeline
Stephens Consulting, LLC5,707$373K0.09%-1813F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth4,896$320K<0.01%+70713F-HRTimelineGroup
Centric Wealth Management4,844$317K0.08%new13F-HRTimeline
Portland Global Advisors LLC4,675$306K0.04%-2,59513F-HRTimeline
Caprock Group, LLC4,589$300K0.01%+1413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,473$292K<0.01%new13F-HRTimelineGroup
RIDGECREST WEALTH PARTNERS, LLC4,453$291K0.15%+1,07513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,207$275K<0.01%-9,59913F-HRTimelineGroup
Sage Mountain Advisors LLC3,691$241K0.02%013F-HRTimeline
Stark Wealth Management LLC3,480$228K2.34%-1,12013F-HRTimeline
Cetera Investment Advisers3,277$214K<0.01%-1,16313F-HRTimeline
Millstone Evans Group, LLC2,063$135K0.09%+813F-HRTimeline
MAI Capital Management1,972$129K<0.01%+513F-HRTimeline
Fairman Group, LLC1,035$71.2K0.07%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC993$65K<0.01%+313F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC923$60.4K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,000$58.2K<0.01%-48813F-HRTimelineGroup
AdvisorNet Financial, Inc835$54.6K<0.01%+14213F-HRTimeline
UBS Group AGin group UBS Group AG713$46.6K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.549$35.9K<0.01%-9,42913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA500$33K<0.01%013F-HR/ATimelineGroup
Rossby Financial, LCC497$32.1K0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…438$28.6K<0.01%013F-HRTimelineGroup
Sandy Spring Bank311$20.4K<0.01%+113F-HRTimeline
FMR LLCin group FMR LLC284$18.6K<0.01%+9613F-HRTimelineGroup
MATHER GROUP, LLC.200$13.1K<0.01%013F-HRTimeline
GoalVest Advisory LLC135$8.83K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…119$7.78K<0.01%+11713F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/100$6.54K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\100$6.54K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC83$5.42K<0.01%new13F-HRTimeline
Financial Connections Group, Inc.70$4K<0.01%013F-HRTimeline
AE Wealth Management LLC30$1.96K<0.01%new13F-HRTimeline
Ruedi Wealth Management, Inc.27$1.76K<0.01%+113F-HRTimeline
Dunhill Financial, LLC5$327<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC1$66<0.01%new13F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.