VOTE — Tcw Transform 500 ETF Institutional Holders · Q3 2026
Who owns Tcw Transform 500 ETF (VOTE)? 4 institutions reported holding $894,730 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Valeo Financial Advisors, LLC ($761,083), Farther Finance Advisors, LLC ($121,489), GoalVest Advisory LLC ($12,158).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Valeo Financial Advisors, LLC | $761,083 | 8,451 | Hold |
| 2 | Farther Finance Advisors, LLC | $121,489 | 1,349 | Added |
| 3 | GoalVest Advisory LLC | $12,158 | 135 | Hold |
| 4 | CoreCap Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30