Brinker Capital Investments’s TCW Transform 500 ETF VOTE Stock Holding History

Brinker Capital Investments’s Portfolio VOTE Stock Details VOTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.6M	Buy	211,498 +37,943	+22%	+$3.24M	0.14%	125
2026 Q1	$13.2M	Buy	173,555 +10,620	+7%	+$848K	0.11%	165
2025 Q4	$13.1M	Buy	162,935 +12,049	+8%	+$958K	0.1%	187
2025 Q3	$11.8M	Buy	150,886 +14,001	+10%	+$1.06M	0.09%	193
2025 Q2	$9.96M	Buy	136,885 +61,480	+82%	+$4.13M	0.09%	226
2025 Q1	$4.93M	Buy	75,405 +3,214	+4%	+$222K	0.05%	352
2024 Q4	$4.97M	Buy	72,191 +5,617	+8%	+$388K	0.05%	330
2024 Q3	$4.46M	Buy	66,574 +56,231	+544%	+$3.64M	0.04%	363
2024 Q2	$658K	Buy	10,343 +2,801	+37%	+$171K	0.01%	1177
2024 Q1	$462K	Buy	+7,542	New	+$439K	﹤0.01%	1292
2023 Q4	–	Sell	-4,271	Closed	-$213K	–	1761
2023 Q3	$213K	Buy	+4,271	New	+$221K	﹤0.01%	1529

Other funds holding VOTE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

DWT

Dorsey & Whitney Trust Sioux Falls, South Dakota $2.05B AUM 30.99% 1-Year Est. Return

Brinker Capital Investments's VOTE Position: Q2 2026 in Review

Brinker Capital Investments increased its TCW Transform 500 ETF (VOTE) stake by 22% in Q2 2026, buying an estimated $3.24M and bringing the position to 211,498 shares worth $18.6M. The position accounts for 0.14% of the portfolio, ranked #125.

Brinker Capital Investments first reported a position in VOTE in Q3 2023 and has held it in 11 quarters since. 111 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Brinker Capital Investments held 211,498 shares of TCW Transform 500 ETF worth $18.6M as of Q2 2026.
Brinker Capital Investments bought 37,943 TCW Transform 500 ETF shares in Q2 2026, an estimated $3.24M.
TCW Transform 500 ETF made up 0.14% of Brinker Capital Investments's portfolio in Q2 2026, its #125 holding.
Brinker Capital Investments first reported a position in TCW Transform 500 ETF in Q3 2023 and has held it in 11 quarters since.
111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.