VOTE Institutional Ownership
TCW Transform 500 ETF
1W: -0.3%
1M: +0.6%
3M: +2.4%
YTD: +13.0%
1Y: +15.3%
3Y: +87.3%
5Y: +81.5%
$90.78
+0.67 (+0.74%)
Weekly Expected Move ±1.5%
$88
$89
$91
$92
$94
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — VOTE
122
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
549M
Total Invested
12
New Positions
35
Increased
38
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (127 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Betterment LLC | 1,620,553 | $147M | +5,117 | +0.3% | 20Q | SEC ↗ |
| 2 | PNC Financial Services Group, Inc. | 1,199,264 | $109M | +18,987 | +1.6% | 13Q | SEC ↗ |
| 3 | Angeles Investment Advisors, LLC | 889,414 | $81M | +124,758 | +16.3% | 16Q | SEC ↗ |
| 4 | Thrivent Financial for Lutherans | 790,935 | $72M | +1,468 | +0.2% | 4Q | SEC ↗ |
| 5 | Fund Evaluation Group, LLC | 512,574 | $47M | +80,305 | +18.6% | 2Q | SEC ↗ |
| 6 | National Philanthropic Trust | 476,634 | $43M | — | +0.0% | 11Q | SEC ↗ |
| 7 | GOLDMAN SACHS GROUP INC | 391,401 | $36M | +13,642 | +3.6% | 13Q | SEC ↗ |
| 8 | JPMORGAN CHASE & CO | 282,396 | $26M | -67,073 | -19.2% | 15Q | SEC ↗ |
| 9 | Orion Porfolio Solutions, LLC | 211,498 | $19M | +37,943 | +21.9% | 10Q | SEC ↗ |
| 10 | Ethic Inc. | 194,114 | $18M | -152,221 | -44.0% | 7Q | SEC ↗ |
| 11 | Dorsey & Whitney Trust CO LLC | 186,983 | $17M | — | +0.0% | 13Q | SEC ↗ |
| 12 | BANK OF AMERICA CORP /DE | 185,599 | $17M | -180 | -0.1% | 15Q | SEC ↗ |
| 13 | ASPIRIANT, LLC | 167,619 | $15M | +35,588 | +27.0% | 20Q | SEC ↗ |
| 14 | Beacon Pointe Advisors, LLC | 160,262 | $15M | -553 | -0.3% | 2Q | SEC ↗ |
| 15 | MORGAN STANLEY | 141,392 | $13M | +8,678 | +6.5% | 16Q | SEC ↗ |
| 16 | Mutual Advisors, LLC | 123,719 | $11M | -1,184 | -0.9% | 18Q | SEC ↗ |
| 17 | Pathstone Holdings, LLC | 110,650 | $10M | -500 | -0.4% | 11Q | SEC ↗ |
| 18 | Values Added Financial LLC | 85,748 | $8M | +1,954 | +2.3% | 13Q | SEC ↗ |
| 19 | Cambridge Investment Research Advisors | 64,726 | $6M | -4,322 | -6.3% | 20Q | SEC ↗ |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 63,084 | $6M | +24,746 | +64.5% | 2Q | SEC ↗ |
| 21 | Gateway Wealth Partners, LLC | 51,211 | $5M | -48,957 | -48.9% | 5Q | SEC ↗ |
| 22 | Contango Wealth Management LLC | 50,174 | $5M | -32,663 | -39.4% | 2Q | SEC ↗ |
| 23 | Financial Insights, Inc. | 46,806 | $4M | -3,804 | -7.5% | 17Q | SEC ↗ |
| 24 | Modern Wealth Management, LLC | 46,340 | $4M | +15,225 | +48.9% | 7Q | SEC ↗ |
| 25 | MONETA GROUP INVESTMENT ADVISORS LLC | 42,809 | $4M | +10,317 | +31.8% | 17Q | SEC ↗ |
| 26 | A&I FINANCIAL SERVICES, LLC | 42,458 | $4M | -1,390 | -3.2% | 7Q | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 40,133 | $4M | -1,192 | -2.9% | 11Q | SEC ↗ |
| 28 | Plum Street Advisors, LLC | 33,640 | $3M | -520 | -1.5% | 7Q | SEC ↗ |
| 29 | Ballentine Partners, LLC | 29,820 | $3M | — | +0.0% | 9Q | SEC ↗ |
| 30 | LPL Financial LLC | 27,607 | $3M | -2,398 | -8.0% | 15Q | SEC ↗ |
| 31 | BRIGHTON JONES LLC | 21,818 | $2M | +38 | +0.2% | 2Q | SEC ↗ |
| 32 | Fairman Group, LLC | 21,118 | $2M | +46 | +0.2% | 10Q | SEC ↗ |
| 33 | Kestra Advisory Services, LLC | 18,856 | $2M | +839 | +4.7% | 11Q | SEC ↗ |
| 34 | SEEDS INVESTOR LLC | 18,747 | $2M | +191 | +1.0% | 11Q | SEC ↗ |
| 35 | Hirtle & Co., LLC | 16,911 | $2M | — | +0.0% | 16Q | SEC ↗ |
| 36 | MISSION WEALTH MANAGEMENT, LP | 16,636 | $2M | -210 | -1.2% | 12Q | SEC ↗ |
| 37 | Jordan Park Group LLC NEW | 16,522 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 38 | OSAIC HOLDINGS, INC. | 16,255 | $1M | +712 | +4.6% | 20Q | SEC ↗ |
| 39 | Phoenix Wealth Advisors | 16,024 | $1M | -297 | -1.8% | 20Q | SEC ↗ |
| 40 | Tolleson Wealth Management, Inc. | 15,828 | $1M | -52,000 | -76.7% | 9Q | SEC ↗ |
| 41 | Etesian Wealth Advisors, Inc. | 13,489 | $1M | -244 | -1.8% | 8Q | SEC ↗ |
| 42 | Sonoma Allocations LLC | 11,564 | $1M | +2,325 | +25.2% | 4Q | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 11,137 | $1M | — | +0.0% | 4Q | SEC ↗ |
| 44 | Sage Advisory Services, Ltd.Co. | 10,361 | $941K | -269 | -2.5% | 11Q | SEC ↗ |
| 45 | Breakwater Investment Management | 10,212 | $927K | -1,184 | -10.4% | 10Q | SEC ↗ |
| 46 | Creative Planning | 10,126 | $919K | -163 | -1.6% | 19Q | SEC ↗ |
| 47 | DIVERSIFIED TRUST CO | 9,578 | $869K | — | +0.0% | 8Q | SEC ↗ |
| 48 | STIFEL FINANCIAL CORP | 9,286 | $843K | +132 | +1.4% | 8Q | SEC ↗ |
| 49 | Valeo Financial Advisors, LLC | 8,451 | $767K | — | +0.0% | 14Q | SEC ↗ |
| 50 | Fiduciary Trust Co | 8,420 | $764K | — | +0.0% | 15Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| Jordan Park Group LLC | 16,522 | $1M |
| Arax Advisory Partners | 2,589 | $235K |
| EP Wealth Advisors, LLC | 2,507 | $228K |
| Integrated Wealth Concepts LLC | 1,451 | $132K |
| Frankly Finances, LLC | 549 | $50K |
| AMERIFLEX GROUP, INC. | 513 | $47K |
| MERCER GLOBAL ADVISORS INC /ADV | 360 | $33K |
| Downshift Financial, LLC | 252 | $23K |
| Brooklyn FI, LLC | 43 | $4K |
| CoreCap Advisors, LLC | 34 | $3K |
| JPL Wealth Management, LLC | 24 | $2K |
| Transamerica Financial Advisors, LL | 13 | $1K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GTS SECURITIES LLC | 8,833 | $802K |
| CITADEL ADVISORS LLC | 7,309 | $664K |
| JANE STREET GROUP, LLC | 4,229 | $384K |
| OLD MISSION CAPITAL LLC | 3,445 | $313K |
| GK Wealth Management LLC | 3,200 | $290K |
| MAI Capital Management | 2,017 | $183K |
| Tower Research Capital LLC (TRC) | 1,621 | $147K |
| Legacy Wealth Managment, LLC/ID | 1,140 | $103K |
| Root Financial Partners, LLC | 116 | $11K |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 112 | $10K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Angeles Investment Advisors, LLC | +124,758 | +16.3% | 889,414 |
| Fund Evaluation Group, LLC | +80,305 | +18.6% | 512,574 |
| Orion Porfolio Solutions, LLC | +37,943 | +21.9% | 211,498 |
| ASPIRIANT, LLC | +35,588 | +27.0% | 167,619 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +24,746 | +64.5% | 63,084 |
| PNC Financial Services Group, Inc. | +18,987 | +1.6% | 1,199,264 |
| Modern Wealth Management, LLC | +15,225 | +48.9% | 46,340 |
| GOLDMAN SACHS GROUP INC | +13,642 | +3.6% | 391,401 |
| MONETA GROUP INVESTMENT ADVISORS LL | +10,317 | +31.8% | 42,809 |
| MORGAN STANLEY | +8,678 | +6.5% | 141,392 |
| FMR LLC | +5,874 | +691.1% | 6,724 |
| Betterment LLC | +5,117 | +0.3% | 1,620,553 |
| Sonoma Allocations LLC | +2,325 | +25.2% | 11,564 |
| Values Added Financial LLC | +1,954 | +2.3% | 85,748 |
| Thrivent Financial for Lutherans | +1,468 | +0.2% | 790,935 |
| Kestra Advisory Services, LLC | +839 | +4.7% | 18,856 |
| OSAIC HOLDINGS, INC. | +712 | +4.6% | 16,255 |
| Rossby Financial, LCC | +314 | +12.0% | 2,935 |
| SEEDS INVESTOR LLC | +191 | +1.0% | 18,747 |
| STIFEL FINANCIAL CORP | +132 | +1.4% | 9,286 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Ethic Inc. | -152,221 | -44.0% | 194,114 |
| JPMORGAN CHASE & CO | -67,073 | -19.2% | 282,396 |
| Tolleson Wealth Management, Inc. | -52,000 | -76.7% | 15,828 |
| Gateway Wealth Partners, LLC | -48,957 | -48.9% | 51,211 |
| Contango Wealth Management LLC | -32,663 | -39.4% | 50,174 |
| WELLS FARGO & COMPANY/MN | -5,352 | -70.4% | 2,248 |
| Cambridge Investment Research Advis | -4,322 | -6.3% | 64,726 |
| Financial Insights, Inc. | -3,804 | -7.5% | 46,806 |
| ROYAL BANK OF CANADA | -2,824 | -75.7% | 908 |
| LPL Financial LLC | -2,398 | -8.0% | 27,607 |
| A&I FINANCIAL SERVICES, LLC | -1,390 | -3.2% | 42,458 |
| Bank of New York Mellon Corp | -1,192 | -2.9% | 40,133 |
| Breakwater Investment Management | -1,184 | -10.4% | 10,212 |
| Mutual Advisors, LLC | -1,184 | -0.9% | 123,719 |
| RIDGECREST WEALTH PARTNERS, LLC | -818 | -16.6% | 4,110 |
| Beacon Pointe Advisors, LLC | -553 | -0.3% | 160,262 |
| Plum Street Advisors, LLC | -520 | -1.5% | 33,640 |
| Pathstone Holdings, LLC | -500 | -0.4% | 110,650 |
| Portland Global Advisors LLC | -402 | -10.0% | 3,621 |
| RAYMOND JAMES FINANCIAL INC | -311 | -10.2% | 2,752 |