VOTE

TCW Transform 500 ETFETF
UnclassifiedUSCUSIP 29287L106◍ Confluence graph
Tracked 13F Holders
106
-44 QoQ
13F Value (tracked)
$476.6M
13F Moves · latest Q
23 added
10 trimmed
Recent Filings
0

Who owns VOTE?

106 tracked 13F filers

106 tracked 13F filers disclose a position in VOTE as of the latest SEC 13F filings, a combined $476.6M in reported value. 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.

#FundPosition valueSharesLast moveAs ofHistory
1PNC FINANCIAL SERVICES GROUP, INC.
$90.1M
1.2M
+8.1%
Added · +88K sh
Q1 2026
2Angeles Investment Advisors, LLC
$78.4M
889K
+16%
Added · +125K sh
Q2 2026
3Fund Evaluation Group, LLC
$45.2M
513K
+19%
Added · +80K sh
Q2 2026
4National Philanthropic Trust
$36.4M
477K
Held
Q1 2026
5GOLDMAN SACHS GROUP INC
$28.8M
378K
−0.1%
Reduced · −481 sh
Q1 2026
6JPMORGAN CHASE & CO
$25.9M
349K
−34%
Reduced · −179K sh
Q1 2026
7Ethic Inc.
$17.1M
194K
−44%
Reduced · −152K sh
Q2 2026
8BANK OF AMERICA CORP /DE/
$14.2M
186K
+5.2%
Added · +9K sh
Q1 2026
9Orion Porfolio Solutions, LLC
$13.2M
174K
+6.5%
Added · +11K sh
Q1 2026
10ASPIRIANT, LLC
$14.8M
168K
+27%
Added · +36K sh
Q2 2026
11Beacon Pointe Advisors, LLC
$14.1M
160K
−0.3%
Reduced · −553 sh
Q2 2026
12MORGAN STANLEY
$10.1M
133K
+6.5%
Added · +8K sh
Q1 2026
13Mutual Advisors, LLC
$9.5M
125K
−0.2%
Reduced · −243 sh
Q1 2026
14Pathstone Holdings, LLC
$8.5M
111K
Held
Q1 2026
15Values Added Financial LLC
$7.6M
86K
+2.3%
Added · +2K sh
Q2 2026
16Gateway Wealth Partners, LLC
$4.5M
51K
−49%
Reduced · −49K sh
Q2 2026
17Financial Insights, Inc.
$4.1M
47K
−7.5%
Reduced · −4K sh
Q3 2026
18A&I FINANCIAL SERVICES, LLC
$3.7M
42K
−3.2%
Reduced · −1K sh
Q2 2026
19Bank of New York Mellon Corp
$3.2M
41K
+3.3%
Added · +1K sh
Q1 2026
20SUSQUEHANNA INTERNATIONAL GROUP, LLP
$2.9M
38K
New
+38K sh
Q1 2026
21MONETA GROUP INVESTMENT ADVISORS LLC
$2.5M
32K
+1.1%
Added · +359 sh
Q1 2026
22Modern Wealth Management, LLC
$2.4M
31K
+9.7%
Added · +3K sh
Q1 2026
23LPL Financial LLC
$2.3M
30K
+4.3%
Added · +1K sh
Q1 2026
24Ballentine Partners, LLC
$2.6M
30K
Held
Q2 2026
25BRIGHTON JONES LLC
$1.9M
22K
+0.2%
Added · +38 sh
Q2 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.

Is VOTE being bought or sold by institutions?

Last quarter, 6 funds opened a new position in VOTE and 17 added to an existing one, while 10 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
6
funds
Added
17
funds
Reduced
10
funds
Exited
0
funds

Funds that own VOTE also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA50 funds$18.6B
APPLE INCAAPL50 funds$13.0B
VANGUARD FTSE DEVELOPED ETFVEA50 funds$2.3B
MICROSOFT CORPMSFT48 funds$10.5B
ISHARES CORE S&P 500 ETFIVV48 funds$9.0B
VANGUARD TOTAL STOCK MKT ETFVTI48 funds$4.7B
ALPHABET INC-CL AGOOGL47 funds$7.1B
VANGUARD S&P 500 ETFVOO47 funds$5.6B
ALPHABET INC-CL CGOOG46 funds$5.6B
SS SPDR S&P 500 ETF TRUST-USSPY46 funds$3.6B
AMAZON.COM INCAMZN45 funds$8.6B
META PLATFORMS INC-CLASS AMETA45 funds$4.4B

Ranked by how many of VOTE's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

55 funds-6 since Q3 2024
05099Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $209.0M

Share classes

Class13F holdersValue held
FLXRmc153 funds$2.0B
PWRDmc129 funds$2.1B
VOTEthis pageTRANSFRM 500 ETF106 funds$476.6M
AIFDETF29 funds$20.1M
GRWETF26 funds$37.9M
29287L809SENIOR LOAN ETF13 funds$203.1M
HYBXHIGH YIELD BOND11 funds$9.8M
ACLOETF6 funds$448.9M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

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

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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.

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.