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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
ACA
51
Alpha Capital Advisors
Maine
$588K +$574K +7,214 New
PSCM
52
Per Stirling Capital Management
Texas
$479K – – –
FPAS
53
Focus Partners Advisor Solutions
Missouri
$427K -$54.2K -681 -11%
RFW
54
Rainier Family Wealth
Washington
$425K +$175K +2,202 +71%
RWP
55
Ridgecrest Wealth Partners
California
$403K – – –
PP
56
Pearl Planning
Michigan
$382K +$379K +4,761 New
CG
57
Caprock Group
Idaho
$371K +$1.99K +25 +0.5%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$364K +$263K +3,307 +268%
PGA
59
Portland Global Advisors
Maine
$339K – – –
UBS Group
60
UBS Group
Switzerland
$335K +$11.5K +145 +4%
AQR Capital Management
61
AQR Capital Management
Connecticut
$312K +$104K +1,303 +50%
SMA
62
Sage Mountain Advisors
Georgia
$296K – – –
SWM
63
Stark Wealth Management
Pennsylvania
$279K – – –
KF
64
Krilogy Financial
Missouri
$271K +$265K +3,334 New
SDWMA
65
Schneider Downs Wealth Management Advisors
Pennsylvania
$239K – – –
FG
66
Fairman Group
Pennsylvania
$185K – – –
MEG
67
Millstone Evans Group
Colorado
$166K – – –
MCM
68
MAI Capital Management
Ohio
$159K +$318 +4 +0.2%
WWM
69
Wolff Wiese Magana
California
$124K – – –
FFA
70
Farther Finance Advisors
California
$94.6K – – –
AF
71
Advisornet Financial
Minnesota
$92.6K +$4.13K +52 +5%
RF
72
Rossby Financial
Florida
$87.8K -$1.11K -14 -1%
LWMI
73
Legacy Wealth Management (Idaho)
Idaho
$86.6K +$85.9K +1,080 New
TRCT
74
Tower Research Capital (TRC)
New York
$80.8K +$80.1K +1,007 New
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$80.2K – – –
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.