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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
MA
51
MJP Associates
Connecticut
$622K +$13.7K +172 +2%
Wells Fargo
52
Wells Fargo
California
$580K +$607K +7,597 +253,233%
Citadel Advisors
53
Citadel Advisors
Florida
$558K +$584K +7,309 New
ACA
54
Alpha Capital Advisors
Maine
$550K – – –
CBU
55
CIBC Bancorp USA
Illinois
$493K +$515K +6,456 New
PSCM
56
Per Stirling Capital Management
Texas
$459K +$3.27K +41 +0.7%
RFW
57
Rainier Family Wealth
Washington
$414K +$9.42K +118 +2%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$385K -$668K -8,365 -62%
FPAS
59
Focus Partners Advisor Solutions
Missouri
$378K -$27.5K -345 -6%
RWP
60
Ridgecrest Wealth Partners
California
$376K -$7.98K -100 -2%
PP
61
Pearl Planning
Michigan
$363K – – –
CG
62
Caprock Group
Idaho
$354K +$878 +11 +0.2%
Jane Street
63
Jane Street
New York
$323K +$338K +4,229 New
PGA
64
Portland Global Advisors
Maine
$307K -$16K -200 -5%
AQR Capital Management
65
AQR Capital Management
Connecticut
$297K – – –
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$284K +$242K +3,032 +433%
SMA
67
Sage Mountain Advisors
Georgia
$282K – – –
KF
68
Krilogy Financial
Missouri
$276K +$559 +7 +0.2%
OMC
69
Old Mission Capital
Illinois
$263K +$275K +3,445 New
SDWMA
70
Schneider Downs Wealth Management Advisors
Pennsylvania
$242K +$16K +201 +7%
DWM
71
DWR Wealth Management
California
$237K +$255K +3,200 New
GWM
72
GK Wealth Management
Nevada
$237K +$255K +3,200 New
Raymond James Financial
73
Raymond James Financial
Florida
$234K +$245K +3,063 New
UBS Group
74
UBS Group
Switzerland
$223K -$99.6K -1,248 -30%
RF
75
Rossby Financial
Florida
$202K +$122K +1,527 +140%
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.