Q3 2024 13F Holders as of 9/30/2024
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Type / Class
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Equity / Exchange-Traded Fund
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Shares outstanding
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10.4M
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Number of holders
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77
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Total 13F shares, excl. options
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5.98M
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Shares change
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-278K
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Total reported value, excl. options
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$401M
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Value change
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-$18.6M
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Number of buys
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43
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Number of sells
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-14
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Price
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$67.04
Significant Holders of TCW Transform 500 ETF - Exchange-Traded Fund (VOTE) as of Q3 2024
79 filings reported holding VOTE - TCW Transform 500 ETF - Exchange-Traded Fund as of Q3 2024.
TCW Transform 500 ETF - Exchange-Traded Fund (VOTE) has 77 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.98M shares
of 10.4M outstanding shares and own 57.62% of the company stock.
Largest 10 shareholders include Betterment LLC (1.23M shares), Thrivent Financial for Lutherans (795K shares), PNC Financial Services Group, Inc. (743K shares), JPMORGAN CHASE & CO (641K shares), Angeles Investment Advisors, LLC (511K shares), GOLDMAN SACHS GROUP INC (375K shares), Litman Gregory Wealth Management LLC (189K shares), Dorsey & Whitney Trust CO LLC (186K shares), BANK OF AMERICA CORP /DE/ (165K shares), and Pathstone Holdings, LLC (115K shares).
This table shows the top 77 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.