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TCW Transform 500 ETF (VOTE) Institutional Ownership

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(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for TCW Transform 500 ETF (BATS:VOTE)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$92.97M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$9.22M
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VOTE Institutional Buying and Selling by Quarter

TCW Transform 500 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024 Dorsey & Whitney Trust CO LLC187,719$11.50M0.8%+23.2%1.908%
5/9/2024 Portland Global Advisors LLC8,875$544K0.1%+5.9%0.090%
5/2/2024 Mutual Advisors LLC105,562$6.47M0.2%+26.4%1.073%
4/27/2024 Phoenix Wealth Advisors53,716$3.29M2.0%-1.2%0.543%
4/26/2024 Sage Advisory Services Ltd.Co.11,476$703K0.2%+21.7%0.116%
4/26/2024 Financial Insights Inc.86,827$5.32M1.5%+17.6%0.877%
4/25/2024 Values Added Financial LLC95,701$5.86M4.6%+2.4%0.967%
4/25/2024 Valeo Financial Advisors LLC10,348$612K0.0%+14.0%0.105%
4/25/2024 Cambridge Investment Research Advisors Inc.88,286$5.41M0.0%+11.5%0.892%
4/24/2024 Capasso Planning Partners LLC4,134$253K0.1%N/A0.042%
4/17/2024 Stephens Consulting LLC6,499$398K0.1%+11.3%0.066%
3/22/2024 PNC Financial Services Group Inc.583,958$32.48M0.0%+28.0%5.899%
3/1/2024 Goldman Sachs Group Inc.350,128$19.47M0.0%+131.1%3.537%
2/14/2024 Angeles Investment Advisors LLC1,014,623$56.43M3.4%+78.7%10.249%
2/12/2024 Dorsey & Whitney Trust CO LLC152,322$8.47M0.6%+33.1%1.539%
2/9/2024 Advisory Services Network LLC7,626$424K0.0%+36.0%0.077%
2/9/2024 Cambridge Investment Research Advisors Inc.79,159$4.40M0.0%-8.1%0.800%
2/9/2024 PNC Financial Services Group Inc.583,958$32.48M0.0%+28.0%5.899%
2/8/2024 Jordan Park Group LLC1,206,696$67.12M4.6%-5.7%12.189%
2/5/2024 Brighton Jones LLC21,122$1.18M0.0%N/A0.213%
2/2/2024 Atria Wealth Solutions Inc.4,866$271K0.0%N/A0.049%
2/1/2024 Sage Advisory Services Ltd.Co.9,428$524K0.1%N/A0.095%
1/31/2024 Litman Gregory Wealth Management LLC187,136$10.41M1.0%-1.3%1.890%
1/30/2024 Phoenix Wealth Advisors54,385$3.00M2.1%+78.5%0.549%
1/29/2024 Valeo Financial Advisors LLC9,077$505K0.0%+25.5%0.092%
1/25/2024 Financial Insights Inc.73,861$4.11M1.3%+21.2%0.746%
1/19/2024 Woodmont Investment Counsel LLC4,181$233K0.0%N/A0.042%
1/18/2024 Values Added Financial LLC93,427$5.20M4.3%-8.9%0.944%
1/12/2024 Mutual Advisors LLC83,536$4.65M0.2%-32.2%0.844%
11/8/2023 Dorsey & Whitney Trust CO LLC114,402$5.71M0.5%+34.2%1.156%
11/8/2023 Hirtle Callaghan & Co LLC15,966$796K0.0%-12.1%0.161%
10/24/2023 Cambridge Investment Research Advisors Inc.86,146$4.30M0.0%-4.6%0.870%
10/23/2023 SVB Wealth LLC6,090$304K0.0%-6.7%0.062%
8/14/2023 Jordan Park Group LLC1,285,016$66.31M4.4%-0.9%12.980%
8/14/2023 Thrivent Financial for Lutherans411,326$20.97M0.0%-0.4%4.155%
8/11/2023 JPMorgan Chase & Co.1,438,633$74.23M0.0%+24.7%14.532%
8/11/2023 PNC Financial Services Group Inc.154,866$7.99M0.0%N/A1.564%
8/10/2023 Hirtle Callaghan & Co LLC18,174$938K0.0%+3.4%0.184%
8/9/2023Veritable L.P.97,359$5.02M0.1%-7.2%0.983%
7/31/2023 Mutual Advisors LLC116,292$6.00M0.2%+16.5%1.284%
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7/24/2023 SVB Wealth LLC6,525$337K0.0%N/A0.072%
7/24/2023 Values Added Financial LLC97,816$5.05M4.7%N/A1.080%
7/21/2023 Creative Planning6,273$324K0.0%-40.9%0.069%
7/21/2023 Stephens Consulting LLC6,132$316K0.1%-19.7%0.068%
7/13/2023 Phoenix Wealth Advisors30,825$1.59M0.9%-2.1%0.340%
7/13/2023 Cambridge Investment Research Advisors Inc.90,291$4.66M0.0%-1.4%0.997%
5/19/2023 Abacus Wealth Partners LLC8,934$427K0.1%N/A0.100%
5/16/2023 Betterment LLC927,588$44.14M0.1%+3.2%10.376%
5/11/2023 Cambridge Investment Research Advisors Inc.91,611$4.36M0.0%-1.2%1.025%
5/11/2023 Hirtle Callaghan & Co LLC17,568$836K0.0%+18.5%0.197%
5/5/2023 Phoenix Wealth Advisors31,474$1.50M0.9%+1.9%0.352%
4/25/2023 Parallel Advisors LLC1,992$95K0.0%-52.6%0.022%
4/18/2023 Financial Insights Inc.34,130$1.62M0.7%+31.6%0.401%
4/17/2023 Annapolis Financial Services LLC723$34K0.0%N/A0.008%
4/17/2023 Valeo Financial Advisors LLC7,235$344K0.0%N/A0.085%
4/11/2023 Mutual Advisors LLC99,801$4.75M0.2%+5.7%1.171%
2/14/2023 Hirtle Callaghan & Co LLC14,822$655K0.0%+3.3%0.000%
2/13/2023 Betterment LLC899,069$39.76M0.1%+11.7%0.000%
2/13/2023 JPMorgan Chase & Co.827,503$36.59M0.0%N/A0.000%
2/10/2023 Financial Insights Inc.25,925$1.15M0.5%+27.4%0.000%
2/8/2023 Jordan Park Group LLC1,295,883$57.31M4.5%-0.5%0.000%
2/8/2023 Thrivent Financial for Lutherans452,911$20.09M0.1%+10.3%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.92,713$4.10M0.0%-1.9%0.000%
2/6/2023 Phoenix Wealth Advisors30,880$1.37M0.8%-9.0%0.000%
1/23/2023 CAPROCK Group Inc.4,624$204K0.0%N/A0.000%
1/20/2023 Stephens Consulting LLC7,639$338K0.2%-3.6%0.000%
1/18/2023 Litman Gregory Wealth Management LLC202,369$8.95M1.3%+2.4%0.000%
1/12/2023 Mutual Advisors LLC94,411$4.18M0.2%+46.3%0.000%
11/15/2022 Thrivent Financial for Lutherans410,550$17.32M0.0%-1.7%0.000%
11/14/2022Veritable L.P.61,487$2.56M0.0%+9.0%0.000%
11/7/2022 Phoenix Wealth Advisors33,925$1.41M1.4%-4.4%0.000%
11/3/2022 Mutual Advisors LLC64,528$2.68M0.1%+108.9%0.000%
11/3/2022 Creative Planning11,920$496K0.0%+31.3%0.000%
11/3/2022 Angeles Investment Advisors LLC441,000$18.61M1.9%N/A0.000%
10/28/2022 Jordan Park Group LLC1,301,749$54.14M4.2%+3.9%0.000%
10/27/2022 Portland Global Advisors LLC8,380$349K0.1%N/A0.000%
10/27/2022 Financial Insights Inc.20,355$847K0.6%+29.9%0.000%
10/17/2022 Cambridge Investment Research Advisors Inc.94,505$3.93M0.0%-1.2%0.000%
10/13/2022 Litman Gregory Wealth Management LLC197,714$8.22M1.3%+24.4%0.000%
8/16/2022 Thrivent Financial for Lutherans417,466$18.27M0.0%+13.7%0.000%
8/15/2022 Mutual Advisors LLC30,893$1.35M0.1%+391.6%0.000%
8/3/2022 Financial Insights Inc.15,673$686K0.7%N/A0.000%
8/1/2022 Phoenix Wealth Advisors35,473$1.55M1.5%+0.9%0.000%
7/29/2022 Ridgecrest Wealth Partners LLC5,065$222K0.2%N/A0.000%
7/21/2022 Litman Gregory Wealth Management LLC158,990$6.96M1.0%+29.1%0.000%
7/13/2022 Cambridge Investment Research Advisors Inc.95,639$4.19M0.0%-15.1%0.000%
7/12/2022 Jordan Park Group LLC1,252,544$54.82M5.3%+2.5%0.000%
5/12/2022 Capital Analysts LLC978$52K0.0%N/A0.000%
5/12/2022 Fiduciary Trust Co.4,700$249K0.0%N/A0.000%
5/12/2022 Cambridge Investment Research Advisors Inc.112,677$5.96M0.0%+4.2%0.000%
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5/11/2022Veritable L.P.56,397$2.98M0.0%+60.5%0.000%
5/9/2022 Mutual Advisors LLC6,284$332K0.0%N/A0.000%
5/6/2022 Jordan Park Group LLC1,221,751$64.64M5.7%+0.5%0.000%
5/4/2022 Litman Gregory Wealth Management LLC123,105$6.51M1.0%-5.6%0.000%
5/2/2022 Phoenix Wealth Advisors35,157$1.84M1.9%+20.7%0.000%
4/25/2022 Mission Wealth Management LP3,791$201K0.0%N/A0.000%
2/15/2022 Betterment LLC504,189$28.20M0.1%+81.0%0.000%
2/15/2022 Jordan Park Group LLC1,215,816$68.00M4.9%-39.6%0.000%
2/10/2022 Litman Gregory Wealth Management LLC130,411$7.29M1.2%+35.4%0.000%
2/8/2022 Elmwood Wealth Management Inc.600$34K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

VOTE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VOTE shares?

During the previous two years, 32 institutional investors and hedge funds held shares of TCW Transform 500 ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($74.23M), Jordan Park Group LLC ($67.12M), Angeles Investment Advisors LLC ($56.43M), Betterment LLC ($44.14M), PNC Financial Services Group Inc. ($32.48M), Thrivent Financial for Lutherans ($20.97M), and Goldman Sachs Group Inc. ($19.47M).Learn more on VOTE's institutional investors.

Which institutional investors have been buying TCW Transform 500 ETF stock?

Of the 31 institutional investors that purchased TCW Transform 500 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($1.11M), Angeles Investment Advisors LLC ($887.81K), PNC Financial Services Group Inc. ($410.30K), Goldman Sachs Group Inc. ($198.65K), Mutual Advisors LLC ($132.03K), Betterment LLC ($122.42K), and Dorsey & Whitney Trust CO LLC ($102.45K).

How much institutional buying is happening at TCW Transform 500 ETF?

Institutional investors have bought a total of 3,517,739 shares in the last 24 months. This purchase volume represents approximately $171.52M in transactions.

Which TCW Transform 500 ETF major shareholders have been selling company stock?

Of the 13 institutional investors that sold TCW Transform 500 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jordan Park Group LLC ($91.56K), Mutual Advisors LLC ($39.73K), Cambridge Investment Research Advisors Inc. ($33.52K), Values Added Financial LLC ($9.14K), Thrivent Financial for Lutherans ($8.73K), Veritable L.P. ($7.55K), and Phoenix Wealth Advisors ($5.91K).

How much institutional selling is happening at TCW Transform 500 ETF?

Institutional investors have sold a total of 209,546 shares in the last 24 months. This volume of shares sold represents approximately $11.01M in transactions.


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This page (BATS:VOTE) was last updated on 5/19/2024 by MarketBeat.com Staff

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