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TCW Transform 500 ETF (VOTE)

CUSIP: 29287L106 | NYSE | 179 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Angeles Investment Advisors, LLC817,456
4.4% of portfolio›$73.6M
Thrivent Financial for Lutherans798,784
0.2% of portfolio›$72.0M
Fund Evaluation Group, LLC494,510
1.1% of portfolio›$44.5M
Aspiriant, LLC192,986
0.4% of portfolio›$17.4M
Ethic Inc.185,005
0.2% of portfolio›$16.7M
Values Added Financial LLC90,625
2.9% of portfolio›$8.2M
Cambridge Investment Research Advisors, Inc.59,106
0.0% of portfolio›$5.3M
Financial Insights, Inc.48,498
1.1% of portfolio›$4.4M
A&I Financial Services, LLC44,238
1.7% of portfolio›$4.0M
Fairman Group, LLC39,581
2.6% of portfolio›$3.6M
Bank of New York Mellon Corp38,554
0.0% of portfolio›$3.5M
Brighton Jones LLC21,897
0.0% of portfolio›$2.0M
St. Louis Trust Co21,128
0.2% of portfolio›$1.9M
Kestra Advisory Services, LLC18,837
0.0% of portfolio›$1.7M
Mission Wealth Management, LP16,636
0.0% of portfolio›$1.5M
Phoenix Wealth Advisors15,672
0.4% of portfolio›$1.4M
Etesian Wealth Advisors, Inc.13,489
0.4% of portfolio›$1.2M
Sage Advisory Services, Ltd.Co.10,356
0.5% of portfolio›$933.0K
Breakwater Investment Management10,060
0.3% of portfolio›$906.0K
Creative Planning9,805
0.0% of portfolio›$883.0K
Valeo Financial Advisors, LLC8,451
0.0% of portfolio›$761.1K
Ashton Thomas Private Wealth, LLC8,309
0.0% of portfolio›$748.3K
Advisor OS, LLC7,955
0.0% of portfolio›$716.4K
Rainier Family Wealth Inc5,316
0.2% of portfolio›$478.8K
Commonwealth Equity Services, LLC5,028
0.0% of portfolio›$452.9K
StoneX Group Inc.4,970
0.0% of portfolio›$447.1K
Pearl Planning LLC4,761
0.2% of portfolio›$428.8K
Ridgecrest Wealth Partners, LLC4,070
0.2% of portfolio›$366.5K
Sage Mountain Advisors LLC3,691
0.0% of portfolio›$332.4K
GC Wealth Management RIA, LLC3,648
0.0% of portfolio›$328.5K
DWR Wealth Management, LLC3,612
0.2% of portfolio›$325.6K
Krilogy Financial LLC3,358
0.0% of portfolio›$308.3K
Rossby Financial, LCC2,881
0.0% of portfolio›$259.5K
Ledyard National Bank2,567
0.0% of portfolio›$231.2K
Wolff Wiese Magana LLC1,551
0.1% of portfolio›$139.7K
Farther Finance Advisors, LLC1,349
0.0% of portfolio›$121.5K
Blue Bell Private Wealth Management, LLC923
0.0% of portfolio›$83.1K
Creative Financial Designs Inc663
0.0% of portfolio›$59.7K
Frankly Finances, LLC549
0.0% of portfolio›$49.4K
Downshift Financial, LLC252
0.0% of portfolio›$22.7K
Halbert Hargrove Global Advisors, LLC232
0.0% of portfolio›$20.9K
Root Financial Partners, LLC218
0.0% of portfolio›$19.7K
Mather Group, Llc.200
0.0% of portfolio›$18.0K
Foresight Capital Management Advisors, Inc.193
0.0% of portfolio›$17.4K
Assetmark, Inc177
0.0% of portfolio›$15.9K
Maseco LLP136
0.0% of portfolio›$12.2K
GoalVest Advisory LLC135
0.0% of portfolio›$12.2K
Blueline Advisors LLC127
0.0% of portfolio›$11.4K
US Bancorp \de\50
0.0% of portfolio›$4.5K
Asset Dedication, LLC6
0.0% of portfolio›$541
IFP Advisors, Inc2
0.0% of portfolio›$180
Golden State Wealth Management, LLC1
0.0% of portfolio›$92
Silver Grove Financial Group, Inc.1
0.0% of portfolio›$127
StyleTurnoverLocationFiled
Angeles Investment Advisors, LLC
817,456$73.6M4.4%ETFMediumSanta Monica, CA2026-10-22
Thrivent Financial for Lutherans
798,784$72.0M0.2%GARPMediumMinneapolis, MN2026-11-05
Fund Evaluation Group, LLC
494,510$44.5M1.1%ETFLowCincinnati, OH2026-11-05
Aspiriant, LLC
192,986$17.4M0.4%ETFVery LowLos Angeles, CA2026-10-16
Ethic Inc.
185,005$16.7M0.2%CoreLowNew York, NY2026-11-03
Values Added Financial LLC
90,625$8.2M2.9%ETFLowWashington, DC2026-10-28
Cambridge Investment Research Advisors, Inc.
59,106$5.3M0.0%ETFLowFairfield, IA2026-11-02
Financial Insights, Inc.
48,498$4.4M1.1%ETFLowTacoma, WA2026-10-27
A&I Financial Services, LLC
44,238$4.0M1.7%ETFHighLone Tree, CO2026-10-15
Fairman Group, LLC
39,581$3.6M2.6%ETFLowChesterbrook, PA2026-10-26
Bank of New York Mellon Corp
38,554$3.5M0.0%CoreLowNew York, NY2026-11-05
Brighton Jones LLC
21,897$2.0M0.0%CoreVery LowSeattle, WA2026-11-03
St. Louis Trust Co
21,128$1.9M0.2%ETFVery LowSaint Louis, MO2026-11-03
Kestra Advisory Services, LLC
18,837$1.7M0.0%CoreLowAustin, TX2026-11-02
Mission Wealth Management, LP
16,636$1.5M0.0%ETFLowSanta Barbara, CA2026-10-15
Phoenix Wealth Advisors
15,672$1.4M0.4%CoreLowChapel Hill, NC2026-11-03
Etesian Wealth Advisors, Inc.
13,489$1.2M0.4%ETFLowWest Linn, OR2026-10-27
Sage Advisory Services, Ltd.Co.
10,356$933.0K0.5%ETFMediumAustin, TX2026-10-29
Breakwater Investment Management
10,060$906.0K0.3%ETFLowSeattle, WA2026-10-20
Creative Planning
9,805$883.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Valeo Financial Advisors, LLC
8,451$761.1K0.0%ETFLowCarmel, IN2026-10-08
Ashton Thomas Private Wealth, LLC
8,309$748.3K0.0%CoreMediumScottsdale, AZ2026-11-03
Advisor OS, LLC
7,955$716.4K0.0%ETFMediumChicago, IL2026-11-03
Rainier Family Wealth Inc
5,316$478.8K0.2%GrowthLowTacoma, WA2026-11-02
Commonwealth Equity Services, LLC
5,028$452.9K0.0%ETFLowWaltham, MA2026-11-02
StoneX Group Inc.
4,970$447.1K0.0%ETFMediumNew York, NY2026-11-03
Pearl Planning LLC
4,761$428.8K0.2%ETFLowDexter, MI2026-10-13
Ridgecrest Wealth Partners, LLC
4,070$366.5K0.2%GrowthLowMill Valley, CA2026-10-19
Sage Mountain Advisors LLC
3,691$332.4K0.0%ETFLowAtlanta, GA2026-11-02
GC Wealth Management RIA, LLC
3,648$328.5K0.0%GrowthMediumCambridge, MA2026-11-02
DWR Wealth Management, LLC
3,612$325.6K0.2%ETFLowSan Jose, CA2026-10-13
Krilogy Financial LLC
3,358$308.3K0.0%GrowthLowSt. Louis, MO2026-10-13
Rossby Financial, LCC
2,881$259.5K0.0%ETFMediumMelbourne, FL2026-11-05
Ledyard National Bank
2,567$231.2K0.0%CoreLowHanover, NH2026-10-21
Wolff Wiese Magana LLC
1,551$139.7K0.1%GrowthLowCarslbad, CA2026-10-15
Farther Finance Advisors, LLC
1,349$121.5K0.0%IndexLowSan Francisco, CA2026-10-08
Blue Bell Private Wealth Management, LLC
923$83.1K0.0%YieldVery LowBlue Bell, PA2026-10-29
Creative Financial Designs Inc
663$59.7K0.0%ETFMediumKokomo, IN2026-11-04
Frankly Finances, LLC
549$49.4K0.0%ETFVery LowWinter Park, FL2026-10-28
Downshift Financial, LLC
252$22.7K0.0%ETFLowBoulder, CO2026-10-13
Halbert Hargrove Global Advisors, LLC
232$20.9K0.0%ETFLowLong Beach, CA2026-10-16
Root Financial Partners, LLC
218$19.7K0.0%ETFMediumEncinitas, CA2026-10-21
Mather Group, Llc.
200$18.0K0.0%ETFMediumChicago, IL2026-10-14
Foresight Capital Management Advisors, Inc.
193$17.4K0.0%CoreMediumSaline, MI2026-10-27
Assetmark, Inc
177$15.9K0.0%ETFLowConcord, CA2026-10-21
Maseco LLP
136$12.2K0.0%ETFVery LowLondon, United Kingdom2026-10-27
GoalVest Advisory LLC
135$12.2K0.0%ETFMediumNew York, NY2026-10-02
Blueline Advisors LLC
127$11.4K0.0%ETFLowExeter, NH2026-10-15
US Bancorp \de\
50$4.5K0.0%IndexLowMinneapolis, MN2026-11-05
Asset Dedication, LLC
6$5410.0%ETFLowSan Francisco, CA2026-11-03
IFP Advisors, Inc
2$1800.0%GrowthLowTampa, FL2026-10-16
Golden State Wealth Management, LLC
1$920.0%ETFMediumSanta Ana, CA2026-11-02
Silver Grove Financial Group, Inc.
1$1270.0%CoreMediumOrchard Park, NY2026-11-05