Smartleaf Asset Management’s TCW Transform 500 ETF VOTE Stock Holding History

Smartleaf Asset 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 Q3	$11.4K	Buy	+126	New	+$11.3K	﹤0.01%	2380

Other funds holding VOTE

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Dorsey & Whitney Trust Sioux Falls, South Dakota $2.23B AUM 24.39% 1-Year Est. Return

Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.82B AUM 17.59% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Smartleaf Asset Management's VOTE Position: Q3 2026 in Review

Smartleaf Asset Management opened a new position in TCW Transform 500 ETF (VOTE) in Q3 2026: 126 shares worth $11.4K. The stake represents ﹤0.01% of the portfolio and ranks #2380 among its holdings.

91 funds tracked by Wall St. Rank hold VOTE as of Q3 2026.

Smartleaf Asset Management held 126 shares of TCW Transform 500 ETF worth $11.4K as of Q3 2026.
TCW Transform 500 ETF was a new Smartleaf Asset Management position in Q3 2026.
TCW Transform 500 ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #2380 holding.
91 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.