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Disclosery

VOTE TCW ETF TRUST

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TRANSFRM 500 ETF (fund)

87 managers (87 13F filers) reported a position in VOTE shares at 2025-06-30, 7,353,926 shares in all. 10 filers opened a position and 7 filers sold out during the quarter.

Managers
87
13F filers
87
New
10
Added
37
Reduced
14
Sold out
7
Shares held by filers
7,353,926

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC1,520,777$111M0.24%+200,03013F-HRTimeline
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,054,544$76.7M4.34%+192,62513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,016,587$73.9M0.05%+172,68613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO578,563$42.1M<0.01%-8,32613F-HRTimelineGroup
National Philanthropic Trust476,634$34.7M0.46%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC401,847$29.2M<0.01%+25,53113F-HRTimelineGroup
Ethic Inc.278,514$20.2M0.36%+81,53713F-HRTimeline
Litman Gregory Wealth Management LLC189,634$13.8M1.08%-7,42813F-HRTimeline
Dorsey & Whitney Trust CO LLC185,099$13.5M0.71%+2,35013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/167,212$12.2M<0.01%-13,47413F-HRTimelineGroup
Orion Porfolio Solutions, LLC136,885$9.96M0.08%+61,48013F-HR/ATimeline
Mutual Advisors, LLC124,320$9.32M0.23%-2,89813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY115,594$8.41M<0.01%+100,05113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC113,452$8.25M0.03%013F-HRTimelineGroup
ASPIRIANT, LLC102,247$7.44M0.24%+8,70413F-HRTimeline
Values Added Financial LLC99,375$7.23M3.5%+88213F-HRTimeline
Cambridge Investment Research Advisors,…74,782$5.44M0.02%+84113F-HRTimeline
Financial Insights, Inc.71,842$5.23M1.91%-34,18113F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…66,650$4.85M0.83%013F-HR/ATimelineGroup
A&I FINANCIAL SERVICES, LLC43,258$3.15M1.78%+1,96013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp41,265$3M<0.01%-91813F-HRTimelineGroup
Gateway Wealth Partners, LLC33,955$2.47M0.47%new13F-HRTimeline
Phoenix Wealth Advisors33,921$2.47M1.03%-26,88813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC13,710$2.31M0.03%-12,71813F-HRTimeline
Ballentine Partners, LLC29,623$2.15M0.03%013F-HRTimeline
Plum Street Advisors, LLC24,842$1.81M0.8%+34913F-HRTimeline
Modern Wealth Management, LLC23,329$1.7M0.04%+6,09113F-HR/ATimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP22,700$1.65M<0.01%new13F-HRTimelineGroup
BRIGHTON JONES LLC21,652$1.57M0.04%+3913F-HRTimeline
LPL Financial LLC19,171$1.39M<0.01%+11,85613F-HRTimeline
Hirtle & Co., LLC16,911$1.23M0.05%+38313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP16,683$1.21M0.03%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,615$1.06M0.01%+4,02813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC14,482$1.05M<0.01%+5,96513F-HRTimeline
Creative Planningin group Creative Planning12,515$910K<0.01%+26513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,472$907K<0.01%+7,99913F-HRTimelineGroup
Breakwater Investment Management11,387$828K0.32%013F-HRTimeline
Sage Advisory Services, Ltd.Co.10,659$775K0.42%-8713F-HRTimeline
SEEDS INVESTOR LLC10,600$771K0.18%-1,97013F-HRTimeline
Etesian Wealth Advisors, Inc.10,233$744K0.28%+2,03413F-HRTimeline
Valeo Financial Advisors, LLC9,756$710K0.02%013F-HR/ATimeline
DIVERSIFIED TRUST CO9,578$697K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,409$684K<0.01%+8,86013F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,941$650K<0.01%+5013F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co8,420$612K0.01%013F-HRTimelineGroup
MJP ASSOCIATES INC /ADV8,417$612K0.09%+90913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC8,417$612K0.06%+90913F-HRTimelineGroup
Premier Financial Group8,050$608K0.17%13F-HRTimeline
SVB WEALTH LLC6,090$443K0.02%013F-HRTimeline
Per Stirling Capital Management, LLC.5,969$434K0.06%-22713F-HRTimeline
Stephens Consulting, LLC5,724$416K0.1%+1713F-HRTimeline
Arax Advisory Partners5,340$388K0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,094$371K<0.01%+88713F-HRTimelineGroup
RIDGECREST WEALTH PARTNERS, LLC5,028$366K0.19%+57513F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth4,926$358K<0.01%+3013F-HRTimelineGroup
Portland Global Advisors LLC4,500$327K0.04%-17513F-HRTimeline
Sage Mountain Advisors LLC3,691$268K0.02%013F-HRTimeline
Stark Wealth Management LLC3,480$253K0.36%013F-HRTimeline
Schneider Downs Wealth Management Advis…2,974$216K0.03%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,417$176K<0.01%new13F-HRTimelineGroup
Fairman Group, LLC2,308$168K0.14%+1,27313F-HRTimeline
Millstone Evans Group, LLC2,063$150K0.1%013F-HRTimeline
MAI Capital Management1,977$144K<0.01%+513F-HRTimeline
Farther Finance Advisors, LLC1,197$87.1K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,161$85K<0.01%+66113F-HR/ATimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,000$72.7K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC996$72K<0.01%+313F-HRTimelineGroup
AdvisorNet Financial, Inc975$70.9K<0.01%+14013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC923$67.1K0.01%013F-HRTimeline
Rossby Financial, LCC497$36.2K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…438$31.9K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC335$24.3K<0.01%+5113F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp312$22.7K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…192$14K<0.01%+7313F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…171$12.4K<0.01%-18,62413F-HRTimelineGroup
GoalVest Advisory LLC135$9.82K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/100$7.28K<0.01%013F-HR/ATimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC92$6.96K<0.01%new13F-HRTimeline
Bogart Wealth, LLC83$6.04K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\75$5.46K<0.01%-2513F-HRTimelineGroup
Financial Connections Group, Inc.70$5K<0.01%013F-HRTimeline
AE Wealth Management LLC30$2.18K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC22$1.6K<0.01%new13F-HRTimeline
Asset Dedication, LLC6$437<0.01%new13F-HRTimeline
Dunhill Financial, LLC5$363<0.01%013F-HRTimeline
Golden State Wealth Management, LLC1$73<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.