Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / Exchange-Traded Fund
-
Shares outstanding
-
10.4M
-
Number of holders
-
66
-
Total 13F shares, excl. options
-
5.82M
-
Shares change
-
-2.04M
-
Total reported value, excl. options
-
$356M
-
Value change
-
-$118M
-
Number of buys
-
40
-
Number of sells
-
-14
-
Price
-
$61.25
Significant Holders of TCW Transform 500 ETF - Exchange-Traded Fund (VOTE) as of Q1 2024
71 filings reported holding VOTE - TCW Transform 500 ETF - Exchange-Traded Fund as of Q1 2024.
TCW Transform 500 ETF - Exchange-Traded Fund (VOTE) has 66 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.82M shares
of 10.4M outstanding shares and own 56.01% of the company stock.
Largest 10 shareholders include Angeles Investment Advisors, LLC (1.05M shares), Betterment LLC (976K shares), JPMORGAN CHASE & CO (706K shares), PNC Financial Services Group, Inc. (690K shares), Thrivent Financial for Lutherans (682K shares), GOLDMAN SACHS GROUP INC (200K shares), Dorsey & Whitney Trust CO LLC (188K shares), Litman Gregory Wealth Management LLC (175K shares), BANK OF AMERICA CORP /DE/ (164K shares), and Pathstone Holdings, LLC (115K shares).
This table shows the top 66 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.