Rockefeller Capital Management
VOTE icon

Rockefeller Capital Management’s TCW Transform 500 ETF VOTE Stock Holding History

Rockefeller Capital Management’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
Q1 		$850K Buy
11,137
+6,598
+145% +$527K ﹤0.01% 1689
2025
Q4 		$364K Buy
4,539
+3,307
+268% +$263K ﹤0.01% 2069
2025
Q3 		$96.7K Buy
+1,232
New +$93K ﹤0.01% 2593

Other funds holding VOTE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

Rockefeller Capital Management's VOTE Position: Q1 2026 in Review

Rockefeller Capital Management increased its TCW Transform 500 ETF (VOTE) stake by 145% in Q1 2026, buying an estimated $527K and bringing the position to 11,137 shares worth $850K. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

Rockefeller Capital Management first reported a position in VOTE in Q3 2025 and has held it in 3 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

  • Rockefeller Capital Management held 11,137 shares of TCW Transform 500 ETF worth $850K as of Q1 2026.
  • Rockefeller Capital Management bought 6,598 TCW Transform 500 ETF shares in Q1 2026, an estimated $527K.
  • TCW Transform 500 ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1689 holding.
  • Rockefeller Capital Management first reported a position in TCW Transform 500 ETF in Q3 2025 and has held it in 3 quarters since.
  • 112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.