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Disclosery

VOTE TCW ETF TRUST

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TRANSFRM 500 ETF (fund)

93 managers (93 13F filers) reported a position in VOTE shares at 2025-09-30, 8,184,727 shares in all. 13 filers opened a position and 8 filers sold out during the quarter.

Managers
93
13F filers
93
New
13
Added
34
Reduced
19
Sold out
8
Shares held by filers
8,184,727

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC1,556,154$122M0.24%+35,37713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,089,061$85.5M0.05%+72,47413F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…790,255$62M0.12%new13F-HRTimelineGroup
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC729,569$57.3M3.76%-324,97513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO570,113$44.7M<0.01%-8,45013F-HR/ATimelineGroup
National Philanthropic Trust476,634$37.4M0.42%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC391,641$30.7M<0.01%-10,20613F-HRTimelineGroup
Ethic Inc.363,221$28.5M0.47%+84,70713F-HRTimeline
Dorsey & Whitney Trust CO LLC188,372$14.8M0.78%+3,27313F-HRTimeline
Litman Gregory Wealth Management LLC181,390$14.2M1.06%-8,24413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/167,861$13.2M<0.01%+64913F-HR/ATimelineGroup
Orion Porfolio Solutions, LLC150,886$11.8M0.09%+14,00113F-HRTimeline
Mutual Advisors, LLC125,933$9.96M0.22%+1,61313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY121,668$9.55M<0.01%+6,07413F-HR/ATimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC111,620$8.76M0.03%-1,83213F-HRTimelineGroup
ASPIRIANT, LLC105,559$8.28M0.25%+3,31213F-HRTimeline
Values Added Financial LLC87,447$6.86M3.05%-11,92813F-HRTimeline
Arax Advisory Partners164,737$6.76M0.1%+159,39713F-HRTimeline
Cambridge Investment Research Advisors,…77,051$6.05M0.02%+2,26913F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…66,745$5.24M0.81%+9513F-HRTimelineGroup
Financial Insights, Inc.64,427$5.06M1.67%-7,41513F-HRTimeline
Gateway Wealth Partners, LLC47,588$3.73M0.5%+13,63313F-HRTimeline
A&I FINANCIAL SERVICES, LLC43,526$3.43M1.67%+26813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp40,350$3.17M<0.01%-91513F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC33,751$2.65M0.02%+20,04113F-HRTimeline
Phoenix Wealth Advisors32,824$2.58M0.99%-1,09713F-HRTimeline
Ballentine Partners, LLC29,820$2.34M0.03%+19713F-HRTimeline
Plum Street Advisors, LLC25,406$1.99M0.77%+56413F-HRTimeline
Modern Wealth Management, LLC24,332$1.91M0.04%+1,00313F-HRTimeline
LPL Financial LLC23,824$1.87M<0.01%+4,65313F-HRTimeline
BRIGHTON JONES LLC21,693$1.7M0.04%+4113F-HRTimeline
Hirtle & Co., LLC16,911$1.33M0.05%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP16,846$1.32M0.03%+16313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,101$1.26M0.01%+1,48613F-HRTimelineGroup
SEEDS INVESTOR LLC15,896$1.25M0.26%+5,29613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,486$1.21M<0.01%+6,07713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC14,904$1.17M<0.01%+42213F-HRTimeline
Creative Planningin group Creative Planning12,514$982K<0.01%-113F-HRTimelineGroup
Breakwater Investment Management11,387$894K0.33%013F-HRTimeline
Etesian Wealth Advisors, Inc.11,288$886K0.29%+1,05513F-HRTimeline
Sage Advisory Services, Ltd.Co.10,494$824K0.43%-16513F-HRTimeline
DIVERSIFIED TRUST CO9,578$752K0.02%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,902$699K<0.01%-3913F-HRTimelineGroup
Valeo Financial Advisors, LLC8,451$663K0.02%-1,30513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co8,420$661K0.01%013F-HRTimelineGroup
Premier Financial Group8,050$628K0.17%013F-HRTimeline
MJP ASSOCIATES INC /ADV7,966$625K0.08%-45113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC7,966$625K0.05%-45113F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth6,001$481K0.01%+1,07513F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC6,090$478K0.01%new13F-HRTimeline
Per Stirling Capital Management, LLC.5,969$468K0.06%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,097$400K<0.01%+313F-HRTimelineGroup
RIDGECREST WEALTH PARTNERS, LLC5,028$395K0.18%013F-HRTimeline
Caprock Group, LLC4,601$349K0.01%13F-HRTimeline
Portland Global Advisors LLC4,223$331K0.04%-27713F-HRTimeline
UBS Group AGin group UBS Group AG4,025$316K<0.01%new13F-HRTimelineGroup
Sonoma Allocations LLC3,786$294K0.11%13F-HRTimeline
Sage Mountain Advisors LLC3,691$290K0.02%013F-HRTimeline
Stark Wealth Management LLC3,480$273K1.25%013F-HRTimeline
RAINIER FAMILY WEALTH INC3,100$243K0.22%new13F-HRTimeline
Schneider Downs Wealth Management Advis…2,974$233K0.03%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,589$203K<0.01%new13F-HRTimelineGroup
Fairman Group, LLC2,308$181K0.15%013F-HRTimeline
Millstone Evans Group, LLC2,063$162K0.1%013F-HRTimeline
MAI Capital Management1,983$156K<0.01%+613F-HRTimeline
WOLFF WIESE MAGANA LLC1,551$122K0.07%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,232$96.7K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC1,179$92.5K<0.01%-1813F-HRTimeline
Rossby Financial, LCC1,108$87.2K0.03%+61113F-HRTimeline
AdvisorNet Financial, Inc1,102$86.5K<0.01%+12713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,097$86K<0.01%-6413F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,000$78.5K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC999$78K<0.01%+313F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC923$72.4K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…464$36.4K<0.01%+2613F-HRTimelineGroup
Root Financial Partners, LLC400$31.4K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp313$24.6K<0.01%+113F-HRTimelineGroup
FMR LLCin group FMR LLC307$24.1K<0.01%-2813F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC232$18.2K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.200$15.7K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…192$15.1K<0.01%013F-HRTimelineGroup
MASECO LLP181$14.2K<0.01%new13F-HRTimeline
GoalVest Advisory LLC135$10.6K<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV112$9K<0.01%new13F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/100$7.84K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC83$6.54K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\75$5.89K<0.01%013F-HRTimelineGroup
Financial Connections Group, Inc.70$5K<0.01%013F-HRTimeline
AE Wealth Management LLC30$2.35K<0.01%013F-HRTimeline
Asset Dedication, LLC6$471<0.01%013F-HRTimeline
Dunhill Financial, LLC5$392<0.01%013F-HRTimeline
Financial Life Planners4$319<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC1$79<0.01%013F-HRTimeline