VOTE

TCW Transform 500 ETF
$78.43-0.96 (-1.21%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.57259010644818e+246B

Total Value

$1.2615385000642615e+190T

% of Float

Price History

$58.20$64.10$70.00$75.89$81.79Aug 24May 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Betterment LLC1,572,590$126.2M0.24%Share
2PNC FINANCIAL SERVICES GROUP, INC.1,064,481$85.0M0.05%Share
3Angeles Investment Advisors, LLC801,039$64.3M4.29%Share
4THRIVENT FINANCIAL FOR LUTHERANS775,453$62.0M0.11%Share
5JPMORGAN CHASE & CO528,251$42.0M0.00%Share
6Ethic Inc.365,507$29.3M0.45%Share
7Dorsey & Whitney Trust CO LLC189,410$15.0M0.79%Share
8GOLDMAN SACHS GROUP INC192,152$15.0M0.00%Share
9GOLDMAN SACHS GROUP INC186,088$14.0M0.00%Share
10Litman Gregory Wealth Management LLC176,249$14.0M1.02%Share
11Orion Porfolio Solutions, LLC162,935$13.0M0.10%Share
12BANK OF AMERICA CORP /DE/169,000$13.0M0.00%Share
13ASPIRIANT, LLC130,776$10.5M0.30%Share
14Mutual Advisors, LLC125,146$10.0M0.22%Share
15MORGAN STANLEY121,481$9.0M0.00%Share
16Pathstone Holdings, LLC111,150$8.0M0.03%Share
17Values Added Financial LLC86,620$6.9M2.93%Share
18Cambridge Investment Research Advisors, Inc.75,376$6.0M0.02%Share
19Tolleson Wealth Management, Inc.67,303$5.4M0.78%Share
20Gateway Wealth Partners, LLC48,962$3.9M0.44%Share
21A&I FINANCIAL SERVICES, LLC45,105$3.6M1.72%Share
22Bank of New York Mellon Corp40,022$3.0M0.00%Share
23Plum Street Advisors, LLC33,941$2.7M0.97%Share
24Phoenix Wealth Advisors32,677$2.6M1.01%Share
25Ballentine Partners, LLC29,820$2.4M0.03%Share
26Modern Wealth Management, LLC28,367$2.3M0.04%Share
27LPL Financial LLC28,778$2.0M0.00%Share
28MONETA GROUP INVESTMENT ADVISORS LLC32,133$2.0M0.02%Share
29Hirtle Callaghan & Co LLC16,911$1.4M0.05%Share
30SEEDS INVESTOR LLC16,132$1.3M0.25%Share
31OSAIC HOLDINGS, INC.15,622$1.0M0.00%Share
32MISSION WEALTH MANAGEMENT, LP16,846$1.0M0.02%Share
33Kestra Advisory Services, LLC17,934$1.0M0.00%Share
34Creative Planning16,820$1.0M0.00%Share
35COMMONWEALTH EQUITY SERVICES, LLC13,407$1.0M0.00%Share
36Etesian Wealth Advisors, Inc.12,038$965K0.30%Share
37Breakwater Investment Management11,396$914K0.33%Share
38Sage Advisory Services, Ltd.Co.10,494$842K0.46%Share
39Diversified Trust Co9,578$768K0.01%Share
40Ashton Thomas Private Wealth, LLC8,455$678K0.02%Share
41Valeo Financial Advisors, LLC8,451$677K0.02%Share
42Sonoma Allocations LLC7,961$649K0.22%Share
43Premier Financial Group8,050$649K0.17%Share
44Advisor OS, LLC7,979$640K0.05%Share
45MJP ASSOCIATES INC /ADV7,979$640K0.08%Share
46ALPHA CAPITAL ADVISORS INC /ADV7,214$588K0.55%Share
47Per Stirling Capital Management, LLC.5,969$478K0.05%Share
48RAINIER FAMILY WEALTH INC5,302$425K0.32%Share
49RIDGECREST WEALTH PARTNERS, LLC5,028$403K0.22%Share
50Pearl Planning LLC4,761$381K0.23%Share