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Disclosery

VOTE TCW ETF TRUST

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TRANSFRM 500 ETF (fund)

100 managers (100 13F filers) reported a position in VOTE shares at 2025-12-31, 8,193,602 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
100
13F filers
100
New
7
Added
37
Reduced
20
Sold out
6
Shares held by filers
8,193,602

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC1,572,590$126M0.24%+16,43613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,092,021$87.6M0.05%+2,96013F-HRTimelineGroup
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC801,039$64.3M4.29%+71,47013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…775,453$62.7M0.11%-14,80213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO528,431$42.4M<0.01%-41,68213F-HRTimelineGroup
National Philanthropic Trust476,634$38.2M0.38%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC378,240$30.3M<0.01%-13,40113F-HR/ATimelineGroup
Ethic Inc.365,507$29.3M0.45%+2,28613F-HRTimeline
Dorsey & Whitney Trust CO LLC189,410$15.2M0.8%+1,03813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/176,564$14.2M<0.01%+8,70313F-HRTimelineGroup
Litman Gregory Wealth Management LLC176,249$14.1M1.04%-5,14113F-HRTimeline
Orion Porfolio Solutions, LLC162,935$13.1M0.1%+12,04913F-HRTimeline
ASPIRIANT, LLC130,776$10.5M0.3%+25,21713F-HRTimeline
Mutual Advisors, LLC125,146$10M0.22%-78713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY124,662$10M<0.01%+2,99413F-HR/ATimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC111,150$8.92M0.03%-47013F-HRTimelineGroup
Values Added Financial LLC86,620$6.95M2.93%-82713F-HRTimeline
Contango Wealth Management LLC82,837$6.65M7.43%13F-HRTimeline
Cambridge Investment Research Advisors,…75,376$6.05M0.02%-1,67513F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…67,303$5.4M0.78%+55813F-HRTimelineGroup
Financial Insights, Inc.53,205$4.27M1.43%-11,22213F-HRTimeline
Gateway Wealth Partners, LLC48,962$3.93M0.44%+1,37413F-HRTimeline
A&I FINANCIAL SERVICES, LLC45,105$3.62M1.72%+1,57913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp40,023$3.21M<0.01%-32713F-HRTimelineGroup
Plum Street Advisors, LLC33,941$2.72M0.97%+8,53513F-HRTimeline
Phoenix Wealth Advisors32,677$2.62M1.01%-14713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC32,133$2.58M0.02%-1,61813F-HRTimeline
Ballentine Partners, LLC29,820$2.39M0.03%013F-HRTimeline
LPL Financial LLC28,778$2.31M<0.01%+4,95413F-HRTimeline
Modern Wealth Management, LLC28,367$2.28M0.04%+4,03513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,934$1.44M0.01%+1,83313F-HRTimelineGroup
Hirtle & Co., LLC16,911$1.36M0.05%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP16,846$1.35M0.03%013F-HRTimeline
Creative Planningin group Creative Planning16,820$1.35M<0.01%+4,30613F-HRTimelineGroup
SEEDS INVESTOR LLC16,132$1.29M0.25%+23613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,622$1.25M<0.01%+13613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC13,407$1.08M<0.01%-1,49713F-HRTimeline
Etesian Wealth Advisors, Inc.12,038$966K0.3%+75013F-HRTimeline
Breakwater Investment Management11,396$914K0.33%+913F-HRTimeline
Sage Advisory Services, Ltd.Co.10,494$842K0.46%013F-HRTimeline
DIVERSIFIED TRUST CO9,578$768K0.01%013F-HRTimeline
GTS SECURITIES LLC8,833$709K0.02%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,763$703K<0.01%-13913F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC8,455$678K0.02%+2,36513F-HRTimeline
Valeo Financial Advisors, LLC8,451$678K0.02%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co8,420$675K0.01%013F-HRTimelineGroup
Sonoma Allocations LLC7,961$650K0.22%+4,17513F-HRTimeline
Premier Financial Group8,050$649K0.17%013F-HRTimeline
MJP ASSOCIATES INC /ADV7,979$640K0.08%+1313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC7,979$640K0.05%+1313F-HRTimelineGroup
ALPHA CAPITAL ADVISORS INC /ADV7,214$588K0.55%13F-HRTimeline
Per Stirling Capital Management, LLC.5,969$479K0.05%013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth5,320$427K0.01%-68113F-HRTimelineGroup
RAINIER FAMILY WEALTH INC5,302$425K0.32%+2,20213F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC5,028$403K0.22%013F-HRTimeline
Pearl Planning LLC4,761$382K0.23%13F-HRTimeline
Caprock Group, LLC4,626$371K0.01%+2513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,539$364K<0.01%+3,30713F-HR/ATimelineGroup
Portland Global Advisors LLC4,223$339K0.04%013F-HRTimeline
UBS Group AGin group UBS Group AG4,170$335K<0.01%+14513F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,892$312K<0.01%+1,30313F-HRTimelineGroup
Sage Mountain Advisors LLC3,691$296K0.02%013F-HRTimeline
Stark Wealth Management LLC3,480$279K1.05%013F-HRTimeline
Krilogy Financial LLC3,334$271K0.01%new13F-HRTimeline
Schneider Downs Wealth Management Advis…2,974$239K0.03%013F-HRTimeline
Fairman Group, LLC2,308$185K0.15%013F-HRTimeline
Millstone Evans Group, LLC2,063$166K0.1%013F-HRTimeline
MAI Capital Management1,987$159K<0.01%+413F-HRTimeline
WOLFF WIESE MAGANA LLC1,551$124K0.07%013F-HRTimeline
Farther Finance Advisors, LLC1,179$94.6K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,154$92.6K<0.01%+5213F-HRTimeline
Rossby Financial, LCC1,094$87.8K0.03%-1413F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,080$86.6K0.04%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,007$80.8K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,000$80.2K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,001$80K<0.01%+213F-HR/ATimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC923$74K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA700$56K<0.01%-39713F-HRTimelineGroup
SHP Wealth Management646$51.8K<0.01%13F-HRTimeline
FMR LLCin group FMR LLC597$47.9K<0.01%+29013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/500$40.1K<0.01%+40013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…449$36K<0.01%-1513F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp314$25.2K<0.01%+113F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC232$18.6K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…192$15.4K<0.01%013F-HR/ATimelineGroup
MASECO LLP181$14.5K<0.01%013F-HRTimeline
GoalVest Advisory LLC135$10.8K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC132$10.6K<0.01%new13F-HRTimelineGroup
BLUELINE ADVISORS LLC117$9.42K0.01%13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV112$9K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC100$8K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC84$6.7K<0.01%+113F-HRTimeline
Root Financial Partners, LLC77$6.2K<0.01%-32313F-HRTimeline
Financial Connections Group, Inc.70$5K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\50$4.01K<0.01%-2513F-HRTimelineGroup
Asset Dedication, LLC6$482<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.6$481<0.01%13F-HRTimeline
Dunhill Financial, LLC5$401<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3$241<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC1$81<0.01%013F-HRTimeline