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TCW Transform 500 ETF
VOTE

111 hedge funds and large institutions have $653M invested in TCW Transform 500 ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 21 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 2

105% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 21

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

11% more funds holding

Funds holding: 100 → 111 (+11)

0.09% less ownership

Funds ownership: 70.03% → 69.94% (-0.09%)

1% less capital invested

Capital invested by funds: $658M → $653M (-$5.2M)

Holders
111
Holders Change
+11
Holders Change %
+11%
% of All Funds
1.37%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
17
Increased
43
Reduced
21
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEG
Fund Evaluation Group
Ohio
+$34.5M
2
BPA
Beacon Pointe Advisors
California
+$12.8M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$7.05M
4
GWP
Gateway Wealth Partners
Wisconsin
+$4.09M
5
Betterment LLC
Betterment LLC
New York
+$3.42M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$14.3M
2
AIA
Angeles Investment Advisors
California
-$2.9M
3
CWM
Contango Wealth Management
California
-$2.61M
4
EI
Ethic Inc
New York
-$1.53M
5
PWA
Phoenix Wealth Advisors
North Carolina
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
PSA
26
Plum Street Advisors
Louisiana
$2.61M +$17.5K +219 +0.6%
MGIA
27
Moneta Group Investment Advisors
Missouri
$2.48M +$28.7K +359 +1%
MWM
28
Modern Wealth Management
Kansas
$2.4M +$219K +2,748 +10%
LPL Financial
29
LPL Financial
California
$2.29M +$98K +1,227 +4%
BP
30
Ballentine Partners
Massachusetts
$2.28M – – –
FG
31
Fairman Group
Pennsylvania
$1.61M +$1.5M +18,764 +813%
SI
32
Seeds Investor
New York
$1.51M +$194K +2,424 +15%
KAS
33
Kestra Advisory Services
Texas
$1.37M +$6.63K +83 +0.5%
HCC
34
Hirtle Callaghan & Co
Pennsylvania
$1.29M – – –
MWM
35
Mission Wealth Management
California
$1.29M – – –
PWA
36
Phoenix Wealth Advisors
North Carolina
$1.25M -$1.31M -16,356 -50%
Osaic Holdings
37
Osaic Holdings
Arizona
$1.19M -$6.31K -79 -0.5%
EWA
38
Etesian Wealth Advisors
Oregon
$1.05M +$135K +1,695 +14%
BIM
39
Breakwater Investment Management
Washington
$870K – – –
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$850K +$527K +6,598 +145%
SAS
41
Sage Advisory Services
Texas
$811K +$10.9K +136 +1%
Creative Planning
42
Creative Planning
Kansas
$785K -$521K -6,531 -39%
DT
43
Diversified Trust
Tennessee
$731K – – –
SA
44
Sonoma Allocations
California
$714K +$102K +1,278 +16%
Stifel Financial
45
Stifel Financial
Missouri
$698K +$31.2K +391 +4%
ATPW
46
Ashton Thomas Private Wealth
Arizona
$645K – – –
VFA
47
Valeo Financial Advisors
Indiana
$645K – – –
FT
48
Fiduciary Trust
Massachusetts
$642K – – –
PFG
49
Premier Financial Group
California
$624K +$1.44K +18 +0.2%
AO
50
Advisor OS
Illinois
$622K +$13.7K +172 +2%
1
2
3 4 5

VOTE Hedge Fund Activity: Q1 2026 in Review

111 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q1 2026, worth a combined $653M — down 0.79% from $658M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new VOTE positions and 2 closed out — a net gain of 15 holders — while 43 added to existing stakes and 21 trimmed.

The largest buyer was Fund Evaluation Group, opening a new position worth an estimated $34.5M. The largest seller was JP Morgan Chase, cutting an estimated $14.3M.

  • 111 institutional investors held TCW Transform 500 ETF (VOTE) as of Q1 2026, up from 100 in Q4 2025.
  • Funds reported $653M of TCW Transform 500 ETF stock for Q1 2026, down 0.79% quarter-over-quarter.
  • 17 funds opened new TCW Transform 500 ETF positions in Q1 2026 and 2 closed out, a net change of +15 holders.
  • The largest TCW Transform 500 ETF buyer in Q1 2026 was Fund Evaluation Group, an estimated $34.5M added.
  • The largest TCW Transform 500 ETF seller in Q1 2026 was JP Morgan Chase, an estimated $14.3M sold.

Based on aggregated 13F filings for Q1 2026.