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Disclosery

VOTE TCW ETF TRUST

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TRANSFRM 500 ETF (fund)

113 managers (113 13F filers) reported a position in VOTE shares at 2026-03-31, 8,650,281 shares in all. 16 filers opened a position and 2 filers sold out during the quarter.

Managers
113
13F filers
113
New
16
Added
44
Reduced
21
Sold out
2
Shares held by filers
8,650,281

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC1,615,436$123M0.23%+42,84613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,180,277$90.1M0.05%+88,25613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…789,467$60.2M0.11%+14,01413F-HRTimelineGroup
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC764,656$58.3M3.92%-36,38313F-HRTimelineGroup
National Philanthropic Trust476,634$36.4M0.39%013F-HRTimeline
Fund Evaluation Group, LLC432,269$33M1.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC377,759$28.8M<0.01%-48113F-HRTimelineGroup
Ethic Inc.346,335$26.4M0.41%-19,17213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO349,469$25.9M<0.01%-178,96213F-HR/ATimelineGroup
Dorsey & Whitney Trust CO LLC186,983$14.3M0.78%-2,42713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/185,779$14.2M<0.01%+9,21513F-HRTimelineGroup
Orion Porfolio Solutions, LLC173,555$13.2M0.11%+10,62013F-HRTimeline
Beacon Pointe Advisors, LLC160,815$12.3M0.07%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY132,714$10.1M<0.01%+8,05213F-HRTimelineGroup
ASPIRIANT, LLC132,031$10.1M0.29%+1,25513F-HRTimeline
Mutual Advisors, LLC124,903$9.53M0.2%-24313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC111,150$8.48M0.03%013F-HRTimelineGroup
Gateway Wealth Partners, LLC100,168$7.64M0.3%+51,20613F-HRTimeline
Values Added Financial LLC83,794$6.39M2.69%-2,82613F-HRTimeline
Cambridge Investment Research Advisors,…69,048$5.27M0.01%-6,32813F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…67,828$5.18M0.76%+52513F-HRTimelineGroup
Financial Insights, Inc.50,610$3.86M1.25%-2,59513F-HRTimeline
Contango Wealth Management LLC50,174$3.83M4.47%-32,66313F-HRTimeline
A&I FINANCIAL SERVICES, LLC43,848$3.35M1.58%-1,25713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp41,325$3.15M<0.01%+1,30213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,338$2.93M<0.01%new13F-HRTimelineGroup
Plum Street Advisors, LLC34,160$2.61M0.9%+21913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC32,492$2.48M0.02%+35913F-HRTimeline
Modern Wealth Management, LLC31,115$2.4M0.04%+2,74813F-HRTimeline
LPL Financial LLC30,005$2.29M<0.01%+1,22713F-HRTimeline
Ballentine Partners, LLC29,820$2.28M0.03%013F-HRTimeline
BRIGHTON JONES LLC21,780$1.66M0.04%new13F-HR/ATimeline
Fairman Group, LLC21,072$1.61M1.37%+18,76413F-HRTimeline
SEEDS INVESTOR LLC18,556$1.51M0.21%+2,42413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC18,017$1.37M0.01%+8313F-HRTimelineGroup
Hirtle & Co., LLC16,911$1.29M0.04%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP16,846$1.29M0.03%013F-HRTimeline
Phoenix Wealth Advisors16,321$1.25M0.49%-16,35613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,543$1.19M<0.01%-7913F-HRTimelineGroup
Etesian Wealth Advisors, Inc.13,733$1.05M0.33%+1,69513F-HRTimeline
Breakwater Investment Management11,396$870K0.32%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,137$850K<0.01%+6,59813F-HRTimelineGroup
Sage Advisory Services, Ltd.Co.10,630$811K0.44%+13613F-HRTimeline
Creative Planningin group Creative Planning10,289$785K<0.01%-6,53113F-HRTimelineGroup
DIVERSIFIED TRUST CO9,578$731K0.01%013F-HRTimeline
Sonoma Allocations LLC9,239$714K0.25%+1,27813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,154$698K<0.01%+39113F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC8,455$645K0.02%013F-HRTimeline
Valeo Financial Advisors, LLC8,451$645K0.02%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co8,420$642K0.01%013F-HRTimelineGroup
Premier Financial Group8,068$624K0.11%+1813F-HRTimeline
MJP ASSOCIATES INC /ADV8,151$622K0.08%+17213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC8,151$622K0.05%+17213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,600$580K<0.01%+7,59713F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,309$558K<0.01%new13F-HRTimelineGroup
ALPHA CAPITAL ADVISORS INC /ADV7,214$550K0.52%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.6,456$493K<0.01%13F-HRTimelineGroup
Per Stirling Capital Management, LLC.6,010$459K0.05%+4113F-HRTimeline
RAINIER FAMILY WEALTH INC5,420$414K0.28%+11813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,042$385K<0.01%-8,36513F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth4,975$378K<0.01%-34513F-HRTimelineGroup
RIDGECREST WEALTH PARTNERS, LLC4,928$376K0.21%-10013F-HRTimeline
Pearl Planning LLC4,761$363K0.19%013F-HRTimeline
Caprock Group, LLC4,637$354K0.01%+1113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,229$323K<0.01%new13F-HRTimelineGroup
Portland Global Advisors LLC4,023$307K0.03%-20013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,892$297K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,732$284K<0.01%+3,03213F-HRTimelineGroup
Sage Mountain Advisors LLC3,691$282K0.02%013F-HRTimeline
Krilogy Financial LLC3,341$276K0.01%+713F-HRTimeline
OLD MISSION CAPITAL LLC3,445$263K0.01%new13F-HRTimeline
Schneider Downs Wealth Management Advis…3,175$242K0.03%+20113F-HRTimeline
GK Wealth Management LLC3,200$237K0.21%new13F-HRTimeline
DWR WEALTH MANAGEMENT, LLC3,200$237K0.21%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,063$234K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,922$223K<0.01%-1,24813F-HRTimelineGroup
Rossby Financial, LCC2,621$202K0.04%+1,52713F-HRTimeline
MAI Capital Management2,017$154K<0.01%+3013F-HRTimeline
Millstone Evans Group, LLC1,936$148K0.09%-12713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,621$124K<0.01%+61413F-HRTimelineGroup
WOLFF WIESE MAGANA LLC1,551$118K0.07%013F-HRTimeline
AdvisorNet Financial, Inc1,421$108K0.01%+26713F-HRTimeline
Farther Finance Advisors, LLC1,179$90.8K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,140$87K0.04%+6013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,004$77K<0.01%+313F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC923$70.4K0.01%013F-HRTimeline
FMR LLCin group FMR LLC850$64.8K<0.01%+25313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…825$62.9K<0.01%+63313F-HRTimelineGroup
SHP Wealth Management646$49.3K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/500$38.2K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…438$33.4K<0.01%-1113F-HRTimelineGroup
Napier Financial, LLC420$32K0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp315$24K<0.01%+113F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC238$18.2K<0.01%13F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC232$17.7K<0.01%013F-HRTimeline
MATHER GROUP, LLC.200$15.3K<0.01%new13F-HRTimeline
MASECO LLP181$13.8K<0.01%013F-HRTimeline
GoalVest Advisory LLC135$10.3K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC132$10.1K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC126$9.61K<0.01%+2613F-HRTimelineGroup
BLUELINE ADVISORS LLC117$8.96K0.01%013F-HRTimeline
Root Financial Partners, LLC116$8.87K<0.01%+3913F-HRTimeline
Bogart Wealth, LLC84$6.39K<0.01%013F-HRTimeline
Financial Connections Group, Inc.71$5K<0.01%+113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\50$3.81K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC39$2.98K<0.01%new13F-HRTimeline
Allworth Financial LP10$763<0.01%new13F-HRTimeline
Asset Dedication, LLC6$458<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.6$458<0.01%013F-HRTimeline
Dunhill Financial, LLC5$381<0.01%013F-HRTimeline
Financial Life Planners4$312<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.1$100<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC1$77<0.01%013F-HRTimeline