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Public ownership evidence

TCW Transform 500 ETF (VOTE) Ownership Disclosures

Read VOTE insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Financial Insights, Inc.2026-06-302026-08-2646,806$4,126,849None
Beacon Pointe Advisors, LLC2026-06-302026-08-19160,262$14,130,125None
Transamerica Financial Advisors, LLC2026-06-302026-08-1813$1,149None
AMERIFLEX GROUP, INC.2026-06-302026-08-15513$45,231None
JPL Wealth Management, LLC2026-06-302026-08-1524$2,117None
Modern Wealth Management, LLC2026-06-302026-08-1546,340$4,085,749None
Mutual Advisors, LLC2026-06-302026-08-15123,719$10,908,162None
Per Stirling Capital Management, LLC.2026-06-302026-08-155,899$520,108None
OSAIC HOLDINGS, INC.2026-06-302026-08-1516,255$1,433,184None
Betterment LLC2026-06-302026-08-151,620,553$142,884,000None
Orion Porfolio Solutions, LLC2026-06-302026-08-15211,498$18,647,570None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1550,167$4,423,169None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1512,917$1,138,878None
National Philanthropic Trust2026-06-302026-08-15476,634$42,024,295None
Thrivent Financial for Lutherans2026-06-302026-08-15790,935$69,736,000None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-152,589$228,269None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-151,303$114,884None
ROYAL BANK OF CANADA2026-06-302026-08-1520$2,000None
ROYAL BANK OF CANADA2026-06-302026-08-15888$78,000None
MONETA GROUP INVESTMENT ADVISORS LLC2026-06-302026-08-1542,809$3,774,459None
Hirtle & Co., LLC2026-06-302026-08-1516,911$1,491,026None
Dorsey & Whitney Trust CO LLC2026-06-302026-08-15186,983$16,486,085None
GOLDMAN SACHS GROUP INC2026-06-302026-08-15186,088$16,407,174None
GOLDMAN SACHS GROUP INC2026-06-302026-08-15205,313$18,102,221None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-152,697$237,792None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1555$4,849None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1557$5,026None
WELLS FARGO & COMPANY/MN2026-06-302026-08-152,191$193,178None
BANK OF AMERICA CORP /DE/2026-06-302026-08-154,024$354,792None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1510,075$888,293None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15171,500$15,120,812None
Downshift Financial, LLC2026-06-302026-08-14252$22,219None
Silver Grove Financial Group, Inc.2026-06-302026-08-141$120None
Plum Street Advisors, LLC2026-06-302026-08-1433,640$2,966,002None
Pathstone Holdings, LLC2026-06-302026-08-14110,650$9,755,889None
Tolleson Wealth Management, Inc.2026-06-302026-08-1415,828$1,395,537None
Rockefeller Capital Management L.P.2026-06-302026-08-1488$7,759None
Rockefeller Capital Management L.P.2026-06-302026-08-1411,049$974,178None
UBS Group AG2026-06-302026-08-142,986$263,273None
Creative Planning2026-06-302026-08-1410,126$892,825None
Portland Global Advisors LLC2026-06-302026-08-143,621$319,260None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-1444$3,879None
CIBC Bancorp USA Inc.2026-06-302026-08-146,456$569,218None
Fiduciary Trust Co2026-06-302026-08-148,420$742,382None
VANGUARD ADVISERS INC2026-06-302026-08-14248$21,866None
MORGAN STANLEY2026-06-302026-08-14121,205$10,686,539None
MORGAN STANLEY2026-06-302026-08-1420,187$1,779,866None
FMR LLC2026-06-302026-08-146,724$592,832None
SEEDS INVESTOR LLC2026-06-302026-08-1318,747$1,652,904None
Integrated Wealth Concepts LLC2026-06-302026-08-131,451$127,933None

90-day public filing window, up to 50 source positions.

Financial Insights, Inc. ↗Beacon Pointe Advisors, LLC ↗Transamerica Financial Advisors, LLC ↗AMERIFLEX GROUP, INC. ↗JPL Wealth Management, LLC ↗Modern Wealth Management, LLC ↗Mutual Advisors, LLC ↗Per Stirling Capital Management, LLC. ↗OSAIC HOLDINGS, INC. ↗Betterment LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.