Who Owns VOTE?
TCW Transform 500 ETF — Institutional Ownership & 13F Holdings
$83.99
+0.64 (+0.77%)
Market Cap
$959.4M
Shares Outstanding
11,219,472
Institutional Holders
81
Total Inst. Value
$332.5M
% of Float Held
—
QoQ Holder Change
+33
Institutional data as of Q1 2025
New Positions
20
Closed Positions
4
Increased
31
Decreased
14
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Betterment LLC | $86.4M | 1,320,747 |
| 2 | Angeles Investment Advisors, LLC | $56.4M | 861,919 |
| 3 | JPMORGAN CHASE & CO | $38.4M | 586,889 |
| 4 | GOLDMAN SACHS GROUP INC | $24.6M | 376,316 |
| 5 | Ethic Inc. | $12.9M | 196,977 |
| 6 | Litman Gregory Wealth Management LLC | $12.9M | 197,062 |
| 7 | Dorsey & Whitney Trust CO LLC | $11.9M | 182,749 |
| 8 | BANK OF AMERICA CORP /DE/ | $11.8M | 180,686 |
| 9 | Mutual Advisors, LLC | $8.2M | 127,218 |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.8M | 119 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Betterment LLC | +46K | $86.4M |
| Angeles Investment Advisors, LLC | +96K | $56.4M |
| GOLDMAN SACHS GROUP INC | +4K | $24.6M |
| Ethic Inc. | +147K | $12.9M |
| Litman Gregory Wealth Management LLC | +2K | $12.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JPMORGAN CHASE & CO | -16K | $38.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -10K | $275K |
| Financial Insights, Inc. | -9K | $6.9M |
| OSAIC HOLDINGS, INC. | -9K | $36K |
| Cambridge Investment Research Advisors, Inc. | -4K | $4.8M |
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Frequently Asked Questions
How many institutional investors hold VOTE?
As of Q1 2025, 81 institutional investors report holding VOTE (TCW Transform 500 ETF) in their 13F filings.
Which hedge fund owns the most VOTE?
The largest institutional holder of VOTE is Betterment LLC with $86.4M in shares.
Are institutions buying or selling VOTE?
This quarter, 20 institutions opened new positions in VOTE and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.