ETF Holders

Who owns VOTE?

Other

TCW Transform 500 ETF · TCW

114 institutions reported holding VOTE, worth $770.8M, in Form 13F filings for June 30, 2026.

13F holders
114
Institutional value
$770.8M
Change from prior quarter
+18.9%
+$122.7M, with price moves
New and sold-out firms
15 / 8
34 added, 28 trimmed

Top 10 institutional holders of VOTE

FirmLocationValueSharesChange
Betterment LLCNew York, NY$142.9M1,620,553+5,117 shares
PNC Financial Services Group, Inc.Pittsburgh, PA$105.7M1,199,264+18,987 shares
Angeles Investment Advisors, LLCSanta Monica, CA$78.4M889,414+124,758 shares
Thrivent Financial for LutheransMinneapolis, MN$69.7M790,935+1,468 shares
Fund Evaluation Group, LLCCincinnati, OH$45.2M512,574+80,305 shares
National Philanthropic TrustJenkintown, PA$42.0M476,634No change
Goldman Sachs Group Inc.New York, NY$34.5M391,401+13,642 shares
JPMorgan Chase & CoNew York, NY$24.7M282,396−67,073 shares
Orion Porfolio Solutions, LLCOmaha, NE$18.6M211,498+37,943 shares
Ethic Inc.New York, NY$17.1M194,114−152,221 shares
104 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Compare what they hold: VOTE vs DFSI, VOTE vs KOKU, VOTE vs KORP, VOTE vs RAAX.

Frequently asked questions

Who owns VOTE?

114 institutional managers reported holding VOTE in Form 13F filings for June 30, 2026, worth $770.8M in total. The largest reported position was held by Betterment LLC, at $142.9M.

Did institutions buy or sell VOTE last quarter?

Reported 13F value rose 18.9% from March 31, 2026, which includes price moves as well as buying and selling. 15 firms reported a new position and 8 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is VOTE ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.