Tower Research Capital (TRC)’s TCW Transform 500 ETF VOTE Stock Holding History

Tower Research Capital (TRC)’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	$124K	Buy	1,621 +614	+61%	+$49K	﹤0.01%	2018
2025 Q4	$80.8K	Buy	+1,007	New	+$80.1K	﹤0.01%	2088
2025 Q3	–	Sell	-171	Closed	-$12.4K	–	5668
2025 Q2	$12.4K	Sell	171 -18,624	-99%	-$1.25M	﹤0.01%	3887
2025 Q1	$1.23M	Buy	18,795 +5,803	+45%	+$401K	0.04%	422
2024 Q4	$894K	Sell	12,992 -122	-0.9%	-$8.43K	0.02%	683
2024 Q3	$879K	Buy	+13,114	New	+$848K	0.02%	589
2024 Q2	–	Sell	-20,278	Closed	-$1.24M	–	6032
2024 Q1	$1.24M	Sell	20,278 -593	-3%	-$34.5K	0.03%	435
2023 Q4	$1.16M	Buy	+20,871	New	+$1.09M	0.01%	766
2023 Q1	–	Sell	-28,437	Closed	-$1.26M	–	6316
2022 Q4	$1.26M	Buy	28,437 +28,337	+28,337%	+$1.26M	0.05%	299
2022 Q3	$4K	Sell	100 -4,712	-98%	-$218K	﹤0.01%	5300
2022 Q2	$211K	Sell	4,812 -41,017	-90%	-$1.96M	﹤0.01%	1738
2022 Q1	$2.42M	Buy	+45,829	New	+$2.39M	0.02%	522
2021 Q3	–	Sell	-30,824	Closed	-$1.57M	–	6213
2021 Q2	$1.57M	Buy	+30,824	New	+$1.56M	0.04%	405

Other funds holding VOTE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

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

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

Tower Research Capital (TRC)'s VOTE Position: Q1 2026 in Review

Tower Research Capital (TRC) increased its TCW Transform 500 ETF (VOTE) stake by 61% in Q1 2026, buying an estimated $49K and bringing the position to 1,621 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

Tower Research Capital (TRC) first reported a position in VOTE in Q2 2021 and has held it in 13 quarters since. The position peaked at $2.42M in Q1 2022. 112 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

Tower Research Capital (TRC) held 1,621 shares of TCW Transform 500 ETF worth $124K as of Q1 2026.
Tower Research Capital (TRC) bought 614 TCW Transform 500 ETF shares in Q1 2026, an estimated $49K.
TCW Transform 500 ETF made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #2018 holding.
Tower Research Capital (TRC) first reported a position in TCW Transform 500 ETF in Q2 2021 and has held it in 13 quarters since.
Tower Research Capital (TRC)'s TCW Transform 500 ETF position peaked at $2.42M in Q1 2022.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.