TCW ETF TRUST (VOTE)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
108
Reporting holders
$538.5M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| PNC Financial Services Group, Inc. | $105.7M | 1,199,264 | 0.05% | 13q | +1.6%+$1.7M |
| Angeles Investment Advisors, LLC | $78.4M | 889,414 | 4.71% | 16q | +16.3%+$11.0M |
| Fund Evaluation Group, LLC | $45.2M | 512,574 | 1.22% | 2q | +18.6%+$7.1M |
| National Philanthropic Trust | $42.0M | 476,634 | 0.61% | 10q | HELD |
| GOLDMAN SACHS GROUP INC | $34.5M | 391,401 | 0.00% | 13q | +3.6%+$1.2M |
| JPMORGAN CHASE & CO | $24.7M | 282,396 | 0.00% | 15q | -19.2%-$5.9M |
| Orion Porfolio Solutions, LLC | $18.6M | 211,498 | 0.14% | 10q | +21.9%+$3.3M |
| Ethic Inc. | $17.1M | 194,114 | 0.21% | 7q | -44.0%-$13.4M |
| Dorsey & Whitney Trust CO LLC | $16.5M | 186,983 | 0.80% | 13q | HELD |
| BANK OF AMERICA CORP /DE/ | $16.4M | 185,599 | 0.00% | 20q | HELD |
| ASPIRIANT, LLC | $14.8M | 167,619 | 0.36% | 20q | +27.0%+$3.1M |
| Beacon Pointe Advisors, LLC | $14.1M | 160,262 | 0.07% | 2q | HELD |
| MORGAN STANLEY | $12.5M | 141,392 | 0.00% | 16q | +6.5%+$765.1K |
| Mutual Advisors, LLC | $10.9M | 123,719 | 0.21% | 18q | -0.9%-$104.4K |
| Pathstone Holdings, LLC | $9.8M | 110,650 | 0.03% | 11q | HELD |
| Values Added Financial LLC | $7.6M | 85,748 | 2.73% | 13q | +2.3%+$172.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.6M | 63,084 | 0.00% | 2q | +64.5%+$2.2M |
| Gateway Wealth Partners, LLC | $4.5M | 51,211 | 0.27% | 5q | -48.9%-$4.3M |
| Modern Wealth Management, LLC | $4.1M | 46,340 | 0.05% | 7q | +48.9%+$1.3M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $3.8M | 42,809 | 0.03% | 17q | +31.8%+$909.6K |
| A&I FINANCIAL SERVICES, LLC | $3.7M | 42,458 | 1.63% | 7q | -3.2%-$122.6K |
| Bank of New York Mellon Corp | $3.5M | 40,133 | 0.00% | 11q | -2.9%-$105.1K |
| Plum Street Advisors, LLC | $3.0M | 33,640 | 0.95% | 7q | -1.5%-$45.8K |
| Ballentine Partners, LLC | $2.6M | 29,820 | 0.03% | 9q | HELD |
| LPL Financial LLC | $2.4M | 27,607 | 0.00% | 15q | -8.0%-$211.4K |
| BRIGHTON JONES LLC | $1.9M | 21,818 | 0.04% | 2q | HELD |
| Fairman Group, LLC | $1.9M | 21,118 | 1.46% | 10q | HELD |
| Kestra Advisory Services, LLC | $1.7M | 18,856 | 0.01% | 11q | +4.7%+$74.0K |
| SEEDS INVESTOR LLC | $1.7M | 18,747 | 0.17% | 11q | +1.0%+$16.8K |
| Hirtle & Co., LLC | $1.5M | 16,911 | 0.05% | 16q | HELD |
| MISSION WEALTH MANAGEMENT, LP | $1.5M | 16,636 | 0.02% | 12q | -1.2%-$18.5K |
| Jordan Park Group LLC | $1.5M | 16,522 | 0.07% | new | NEW |
| OSAIC HOLDINGS, INC. | $1.4M | 16,255 | 0.00% | 20q | +4.6%+$62.8K |
| Phoenix Wealth Advisors | $1.4M | 16,024 | 0.48% | 20q | -1.8%-$26.2K |
| Tolleson Wealth Management, Inc. | $1.4M | 15,828 | 0.19% | 9q | -76.7%-$4.6M |
| Etesian Wealth Advisors, Inc. | $1.2M | 13,489 | 0.35% | 8q | -1.8%-$21.5K |
| Sonoma Allocations LLC | $1.0M | 11,564 | 0.32% | 4q | +25.2%+$205.5K |
| Rockefeller Capital Management L.P. | $981.9K | 11,137 | 0.00% | 4q | HELD |
| Sage Advisory Services, Ltd.Co. | $914.0K | 10,361 | 0.45% | 11q | -2.5%-$23.7K |
| Breakwater Investment Management | $900.4K | 10,212 | 0.31% | 10q | -10.4%-$104.4K |
| Creative Planning | $892.8K | 10,126 | 0.00% | 19q | -1.6%-$14.4K |
| DIVERSIFIED TRUST CO | $844.5K | 9,578 | 0.01% | 8q | HELD |
| STIFEL FINANCIAL CORP | $818.8K | 9,286 | 0.00% | 8q | +1.4%+$11.6K |
| Valeo Financial Advisors, LLC | $745.1K | 8,451 | 0.02% | 14q | HELD |
| Fiduciary Trust Co | $742.4K | 8,420 | 0.01% | 15q | HELD |
| Ashton Thomas Private Wealth, LLC | $732.6K | 8,309 | 0.02% | 4q | -1.7%-$12.9K |
| MJP ASSOCIATES INC /ADV | $699.6K | 7,935 | 0.08% | 6q | -2.6%-$19.0K |
| Advisor OS, LLC | $699.6K | 7,935 | 0.05% | 6q | -2.6%-$19.0K |
| ALPHA CAPITAL ADVISORS INC /ADV | $636.0K | 7,214 | 0.55% | 3q | HELD |
| FMR LLC | $592.8K | 6,724 | 0.00% | 11q | +691.1%+$517.9K |
| CIBC Bancorp USA Inc. | $569.2K | 6,456 | 0.00% | 2q | HELD |
| Per Stirling Capital Management, LLC. | $520.1K | 5,899 | 0.05% | 10q | -1.8%-$9.8K |
| RAINIER FAMILY WEALTH INC | $477.9K | 5,420 | 0.27% | 4q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $445.6K | 5,054 | 0.00% | 8q | HELD |
| Focus Partners Advisor Solutions, LLC | $444.7K | 5,043 | 0.00% | 11q | +1.4%+$6.0K |
| Pearl Planning LLC | $419.8K | 4,761 | 0.19% | 3q | HELD |
| Caprock Group, LLC | $409.9K | 4,649 | 0.01% | 14q | HELD |
| RIDGECREST WEALTH PARTNERS, LLC | $362.4K | 4,110 | 0.17% | 9q | -16.6%-$72.1K |
| AQR CAPITAL MANAGEMENT LLC | $343.2K | 3,892 | 0.00% | 4q | HELD |
| Sage Mountain Advisors LLC | $325.4K | 3,691 | 0.02% | 7q | HELD |
| Portland Global Advisors LLC | $319.3K | 3,621 | 0.03% | 16q | -10.0%-$35.4K |
| Krilogy Financial LLC | $295.4K | 3,350 | 0.01% | 3q | HELD |
| DWR WEALTH MANAGEMENT, LLC | $287.5K | 3,289 | 0.22% | 2q | +2.8%+$7.8K |
| Schneider Downs Wealth Management Advisors, LP | $279.9K | 3,175 | 0.03% | 5q | HELD |
| UBS Group AG | $263.3K | 2,986 | 0.00% | 4q | +2.2%+$5.6K |
| Rossby Financial, LCC | $258.8K | 2,935 | 0.05% | 6q | +12.0%+$27.7K |
| RAYMOND JAMES FINANCIAL INC | $242.6K | 2,752 | 0.00% | 2q | -10.2%-$27.4K |
| Arax Advisory Partners | $228.3K | 2,589 | 0.00% | new | NEW |
| EP Wealth Advisors, LLC | $221.0K | 2,507 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $198.2K | 2,248 | 0.00% | 3q | -85.2%-$1.1M |
| Millstone Evans Group, LLC | $170.7K | 1,936 | 0.09% | 7q | HELD |
| Betterment LLC | $142.9K | 1,620,553 | 0.24% | 20q | HELD |
| WOLFF WIESE MAGANA LLC | $136.8K | 1,551 | 0.06% | 4q | HELD |
| AdvisorNet Financial, Inc | $128.0K | 1,452 | 0.01% | 19q | +2.2%+$2.7K |
| Integrated Wealth Concepts LLC | $127.9K | 1,451 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $104.0K | 1,179 | 0.00% | 5q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $81.4K | 923 | 0.01% | 19q | HELD |
| ROYAL BANK OF CANADA | $80.0K | 908 | 0.00% | 20q | -75.7%-$248.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $75.4K | 855 | 0.00% | 11q | +3.6%+$2.6K |
| Thrivent Financial for Lutherans | $69.7K | 790,935 | 0.12% | 4q | HELD |
| SHP Wealth Management | $57.0K | 646 | 0.00% | 3q | HELD |
| Frankly Finances, LLC | $49.0K | 1,098 | 0.04% | new | NEW |
| AMERIFLEX GROUP, INC. | $45.2K | 513 | 0.02% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $44.0K | 500 | 0.00% | 8q | HELD |
| Russell Investments Group, Ltd. | $37.5K | 425 | 0.00% | 9q | -3.0%-$1.1K |
| Napier Financial, LLC | $37.0K | 420 | 0.01% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $31.7K | 360 | 0.00% | new | NEW |
| Atlantic Union Bankshares Corp | $27.8K | 315 | 0.00% | 5q | HELD |
| Downshift Financial, LLC | $22.2K | 252 | 0.01% | new | NEW |
| VANGUARD ADVISERS INC | $21.9K | 248 | 0.00% | 2q | +4.2% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $20.5K | 232 | 0.00% | 4q | HELD |
| MATHER GROUP, LLC. | $17.6K | 200 | 0.00% | 2q | HELD |
| MASECO LLP | $15.9K | 181 | 0.00% | 4q | HELD |
| ASSETMARK, INC | $13.3K | 151 | 0.00% | 3q | +14.4%+$1.7K |
| GoalVest Advisory LLC | $11.9K | 135 | 0.00% | 18q | HELD |
| Cambridge Investment Research Advisors, Inc. | $11.4K | 129,452 | 0.01% | 20q | +87.5%+$5.3K |
| BLUELINE ADVISORS LLC | $10.3K | 117 | 0.01% | 3q | HELD |
| Bogart Wealth, LLC | $7.4K | 84 | 0.00% | 6q | HELD |
| US BANCORP \DE\ | $4.4K | 50 | 0.00% | 20q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $3.9K | 44 | 0.00% | 2q | +12.8% |
Showing the largest 100 of 112 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 108 | $538.5M | 6,110,625 | 12 | 26 | 25 | 0.0% |
| Q1 2026 | 107 | $467.3M | 6,132,681 | 17 | 35 | 17 | 0.0% |
| Q4 2025 | 92 | $456.2M | 5,686,063 | 6 | 29 | 16 | 0.0% |
| Q3 2025 | 86 | $489.5M | 6,315,295 | 11 | 25 | 16 | 0.0% |
| Q2 2025 | 81 | $419.3M | 5,743,980 | 10 | 30 | 14 | 0.0% |
| Q1 2025 | 79 | $344.9M | 5,271,991 | 10 | 27 | 13 | 0.0% |
| Q4 2024 | 72 | $333.1M | 4,841,133 | 8 | 23 | 19 | 0.0% |
| Q3 2024 | 72 | $338.1M | 5,042,745 | 10 | 23 | 12 | 0.0% |
| Q2 2024 | 64 | $343.2M | 5,398,101 | 5 | 17 | 18 | 0.0% |
| Q1 2024 | 63 | $324.0M | 5,290,320 | 10 | 26 | 9 | 0.0% |
| Q4 2023 | 56 | $435.7M | 7,833,829 | 14 | 14 | 10 | 0.0% |
| Q3 2023 | 45 | $264.0M | 5,294,555 | 7 | 18 | 6 | 0.0% |
| Q2 2023 | 42 | $208.2M | 4,035,179 | 7 | 11 | 9 | 0.0% |
| Q1 2023 | 40 | $166.8M | 3,505,093 | 7 | 14 | 4 | 0.0% |
| Q4 2022 | 35 | $109.9M | 2,485,155 | 7 | 10 | 6 | 0.0% |
| Q3 2022 | 38 | $157.8M | 3,740,078 | 7 | 9 | 9 | 0.0% |
| Q2 2022 | 34 | $139.0M | 3,175,376 | 6 | 13 | 6 | 0.0% |
| Q1 2022 | 32 | $161.1M | 3,044,909 | 11 | 11 | 3 | 0.0% |
| Q4 2021 | 23 | $173.4M | 3,101,102 | 9 | 6 | 2 | 0.0% |
| Q3 2021 | 14 | $146.9M | 2,882,981 | 12 | 1 | 0 | 0.0% |
| Q2 2021 | 3 | $107.1M | 2,105,967 | 3 | 0 | 0 | 0.0% |