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TCW Transform 500 ETF
VOTE

100 hedge funds and large institutions have $658M invested in TCW Transform 500 ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

85% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 20

8% more funds holding

Funds holding: 93 → 100 (+7)

3% more capital invested

Capital invested by funds: $636M → $658M (+$21.5M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.28% less ownership

Funds ownership: 70.32% → 70.03% (-0.28%)

Holders
100
Holders Change
+7
Holders Change %
+7.53%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
37
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
Angeles Investment Advisors
California
+$5.68M
2
AL
Aspiriant LLC
California
+$2.01M
3
Betterment LLC
Betterment LLC
New York
+$1.31M
4
BCI
Brinker Capital Investments
Pennsylvania
+$958K
5
GS
GTS Securities
New York
+$702K

Top Sellers

1
AAP
Arax Advisory Partners
Colorado
-$6.76M
2
JP Morgan Chase
JP Morgan Chase
New York
-$3.31M
3
BJL
Brighton Jones LLC
Washington
-$1.7M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.18M
5
Goldman Sachs
Goldman Sachs
New York
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
26
Phoenix Wealth Advisors
North Carolina
$2.62M -$11.7K -147 -0.4%
MGIA
27
Moneta Group Investment Advisors
Missouri
$2.58M -$129K -1,618 -5%
BP
28
Ballentine Partners
Massachusetts
$2.39M – – –
LPL Financial
29
LPL Financial
California
$2.31M +$394K +4,954 +21%
MWM
30
Modern Wealth Management
Kansas
$2.28M +$321K +4,035 +17%
KAS
31
Kestra Advisory Services
Texas
$1.44M +$146K +1,833 +11%
HCC
32
Hirtle Callaghan & Co
Pennsylvania
$1.36M – – –
MWM
33
Mission Wealth Management
California
$1.35M – – –
Creative Planning
34
Creative Planning
Kansas
$1.35M +$342K +4,306 +34%
SI
35
Seeds Investor
New York
$1.29M +$18.8K +236 +1%
Osaic Holdings
36
Osaic Holdings
Arizona
$1.25M +$10.8K +136 +0.9%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.08M -$119K -1,497 -10%
EWA
38
Etesian Wealth Advisors
Oregon
$966K +$59.6K +750 +7%
BIM
39
Breakwater Investment Management
Washington
$914K +$716 +9 +0.1%
SAS
40
Sage Advisory Services
Texas
$842K – – –
DT
41
Diversified Trust
Tennessee
$768K – – –
GS
42
GTS Securities
New York
$709K +$702K +8,833 New
Stifel Financial
43
Stifel Financial
Missouri
$703K -$11.1K -139 -2%
ATPW
44
Ashton Thomas Private Wealth
Arizona
$678K +$188K +2,365 +39%
VFA
45
Valeo Financial Advisors
Indiana
$678K – – –
FT
46
Fiduciary Trust
Massachusetts
$675K – – –
SA
47
Sonoma Allocations
California
$650K +$332K +4,175 +110%
PFG
48
Premier Financial Group
California
$649K – – –
AO
49
Advisor OS
Illinois
$640K +$1.03K +13 +0.2%
MA
50
MJP Associates
Connecticut
$640K +$1.03K +13 +0.2%
1
2
3 4 5

VOTE Hedge Fund Activity: Q4 2025 in Review

100 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q4 2025, worth a combined $658M — up 3.4% from $636M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new VOTE positions and 6 closed out — a net gain of 7 holders — while 37 added to existing stakes and 20 trimmed.

The largest buyer was Angeles Investment Advisors, adding an estimated $5.68M. The largest seller was Arax Advisory Partners, exiting entirely with an estimated $6.76M sold.

  • 100 institutional investors held TCW Transform 500 ETF (VOTE) as of Q4 2025, up from 93 in Q3 2025.
  • Funds reported $658M of TCW Transform 500 ETF stock for Q4 2025, up 3.4% quarter-over-quarter.
  • 13 funds opened new TCW Transform 500 ETF positions in Q4 2025 and 6 closed out, a net change of +7 holders.
  • The largest TCW Transform 500 ETF buyer in Q4 2025 was Angeles Investment Advisors, an estimated $5.68M added.
  • The largest TCW Transform 500 ETF seller in Q4 2025 was Arax Advisory Partners, an estimated $6.76M sold.

Based on aggregated 13F filings for Q4 2025.