Q3 2023 13F Holders as of 9/30/2023
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Type / Class
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Equity / Exchange-Traded Fund
-
Shares outstanding
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10.4M
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Number of holders
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48
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Total 13F shares, excl. options
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6.77M
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Shares change
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+1.37M
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Total reported value, excl. options
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$337M
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Value change
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+$68.3M
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Number of buys
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25
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Number of sells
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-11
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Price
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$49.88
Significant Holders of TCW Transform 500 ETF - Exchange-Traded Fund (VOTE) as of Q3 2023
51 filings reported holding VOTE - TCW Transform 500 ETF - Exchange-Traded Fund as of Q3 2023.
TCW Transform 500 ETF - Exchange-Traded Fund (VOTE) has 48 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.77M shares
of 10.4M outstanding shares and own 65.15% of the company stock.
Largest 10 shareholders include JPMORGAN CHASE & CO (1.64M shares), Jordan Park Group LLC (1.28M shares), Betterment LLC (966K shares), Angeles Investment Advisors, LLC (568K shares), PNC Financial Services Group, Inc. (456K shares), Thrivent Financial for Lutherans (424K shares), Litman Gregory Wealth Management LLC (190K shares), BANK OF AMERICA CORP /DE/ (162K shares), GOLDMAN SACHS GROUP INC (151K shares), and Mutual Advisors, LLC (123K shares).
This table shows the top 48 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.