VOTE

TCW Transform 500 ETFETF$88.43 0.59%
UnclassifiedUSCUSIP 29287L106· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
77
+14 QoQ
13F Value (tracked)
$368.9M
13F Moves · latest Q
16 added
6 trimmed
Recent Filings
0

Price & smart-money activity

$88.43 0.59%5Y +72.5%
$38.39$52.05$65.71$79.37$93.03202120222023202420252026325725383102839310512411616210101421351951281562
Hover for who · click for detailEnd-of-day closing prices52w $73.25 – $89.50
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Ask your agent what changed in VOTE

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/VOTE/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for VOTE.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

Top institutional holders

77 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1PNC FINANCIAL SERVICES GROUP, INC.
$90.1M
1.2M
+8.1%
Added · +88K sh
Q1 2026
2National Philanthropic Trust
$36.4M
477K
Held
Q1 2026
3Fund Evaluation Group, LLC
$33.0M
432K
New
+432K sh
Q1 2026
4GOLDMAN SACHS GROUP INC
$28.8M
378K
−0.1%
Reduced · −481 sh
Q1 2026
5JPMORGAN CHASE & CO
$25.9M
349K
−34%
Reduced · −179K sh
Q1 2026
6Ethic Inc.
$26.4M
346K
−5.2%
Reduced · −19K sh
Q1 2026
7BANK OF AMERICA CORP /DE/
$14.2M
186K
+5.2%
Added · +9K sh
Q1 2026
8Orion Porfolio Solutions, LLC
$13.2M
174K
+6.5%
Added · +11K sh
Q1 2026
9Beacon Pointe Advisors, LLC
$12.3M
161K
New
+161K sh
Q1 2026
10MORGAN STANLEY
$10.1M
133K
+6.5%
Added · +8K sh
Q1 2026
11ASPIRIANT, LLC
$10.1M
132K
+0.9%
Added · +1K sh
Q1 2026
12Mutual Advisors, LLC
$9.5M
125K
−0.2%
Reduced · −243 sh
Q1 2026
13Pathstone Holdings, LLC
$8.5M
111K
Held
Q1 2026
14Gateway Wealth Partners, LLC
$7.6M
100K
+105%
Added · +51K sh
Q1 2026
15Financial Insights, Inc.
$3.9M
51K
−4.9%
Reduced · −3K sh
Q1 2026
16A&I FINANCIAL SERVICES, LLC
$3.7M
42K
−3.2%
Reduced · −1K sh
Q2 2026
17Bank of New York Mellon Corp
$3.2M
41K
+3.3%
Added · +1K sh
Q1 2026
18SUSQUEHANNA INTERNATIONAL GROUP, LLP
$2.9M
38K
New
+38K sh
Q1 2026
19MONETA GROUP INVESTMENT ADVISORS LLC
$2.5M
32K
+1.1%
Added · +359 sh
Q1 2026
20Modern Wealth Management, LLC
$2.4M
31K
+9.7%
Added · +3K sh
Q1 2026
21LPL Financial LLC
$2.3M
30K
+4.3%
Added · +1K sh
Q1 2026
22Ballentine Partners, LLC
$2.6M
30K
Held
Q2 2026
23Kestra Advisory Services, LLC
$1.4M
18K
+0.5%
Added · +83 sh
Q1 2026
24Hirtle & Co., LLC
$1.3M
17K
Held
Q1 2026
25MISSION WEALTH MANAGEMENT, LP
$1.3M
17K
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
7
funds
Added
9
funds
Reduced
6
funds
Exited
0
funds

Institutional ownership over time

77 funds+25 since Q3 2024
03977Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $367.8M

Funds that own VOTE also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA29 funds$12.7B
ISHARES CORE S&P 500 ETFIVV29 funds$12.6B
APPLE INCAAPL29 funds$10.6B
MICROSOFT CORPMSFT29 funds$7.8B
VANGUARD FTSE DEVELOPED ETFVEA29 funds$2.8B
SS SPDR S&P 500 ETF TRUST-USSPY28 funds$7.6B
AMAZON.COM INCAMZN28 funds$6.4B
ALPHABET INC-CL AGOOGL28 funds$6.2B
VANGUARD TOTAL STOCK MKT ETFVTI28 funds$4.9B
ALPHABET INC-CL CGOOG28 funds$3.8B
TESLA INCTSLA28 funds$2.2B
VANGUARD VALUE ETFVTV28 funds$2.1B

Ranked by how many of VOTE's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for VOTE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.