TCW ETF Trust - VOTE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Betterment LLC | History | Added to | 1,620,553 | 142,884 | 0.24% | 0.23% | 1 | +5,117 | 0.32% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,199,264 | 105,737 | 0.05% | 0.05% | 2 | +18,987 | 1.61% | Q2 2026 | Aug 07, 2026 |
| Angeles Investment Advisors, LLC | History | Added to | 889,414 | 78,418 | 4.71% | 3.92% | 3 | +124,758 | 16.32% | Q2 2026 | Jul 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 790,935 | 69,736 | 0.12% | 0.11% | 4 | +1,468 | 0.19% | Q2 2026 | Aug 14, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 512,574 | 45,193 | 1.22% | 1.01% | 5 | +80,305 | 18.58% | Q2 2026 | Aug 07, 2026 |
| National Philanthropic Trust | History | No change | 476,634 | 42,024 | 0.61% | 0.39% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 391,401 | 34,509 | 0.0% | 0.0% | 7 | +13,642 | 3.61% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 282,396 | 24,682 | 0.0% | 0.0% | 8 | -67,073 | -19.19% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 211,498 | 18,647 | 0.14% | 0.11% | 9 | +37,943 | 21.86% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Reduced | 194,114 | 17,114 | 0.21% | 0.41% | 10 | -152,221 | -43.95% | Q2 2026 | Jul 29, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 186,983 | 16,486 | 0.8% | 0.78% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 185,599 | 16,363 | 0.0% | 0.0% | 12 | -180 | -0.1% | Q2 2026 | Aug 14, 2026 |
| ASPIRIANT, LLC | History | Added to | 167,619 | 14,778 | 0.36% | 0.29% | 13 | +35,588 | 26.95% | Q2 2026 | Jul 20, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 160,262 | 14,130 | 0.07% | 0.06% | 14 | -553 | -0.34% | Q2 2026 | Aug 18, 2026 |
| MORGAN STANLEY | History | Added to | 141,392 | 12,466 | 0.0% | 0.0% | 15 | +8,678 | 6.54% | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 123,719 | 10,908 | 0.21% | 0.2% | 16 | -1,184 | -0.95% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 110,650 | 9,755 | 0.03% | 0.03% | 17 | -500 | -0.45% | Q2 2026 | Aug 13, 2026 |
| Values Added Financial LLC | History | Added to | 85,748 | 7,560 | 2.73% | 2.69% | 18 | +1,954 | 2.33% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 64,726 | 5,707 | 0.01% | 0.01% | 19 | -4,322 | -6.26% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 63,084 | 5,562 | 0.0% | 0.0% | 20 | +24,746 | 64.55% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 51,211 | 4,515 | 0.27% | 0.3% | 21 | -48,957 | -48.87% | Q2 2026 | Aug 04, 2026 |
| Financial Insights, Inc. | History | Reduced | 46,806 | 4,126 | 1.09% | 1.25% | 22 | -3,804 | -7.52% | Q2 2026 | Aug 25, 2026 |
| Modern Wealth Management, LLC | History | Added to | 46,340 | 4,085 | 0.05% | 0.04% | 23 | +15,225 | 48.93% | Q2 2026 | Aug 13, 2026 |
| Contango Wealth Management LLC | History | No change | 50,174 | 3,828 | 4.47% | 4.47% | 24 | 0 | 0.0% | Q1 2026 | Jun 09, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 42,809 | 3,774 | 0.03% | 0.02% | 25 | +10,317 | 31.75% | Q2 2026 | Aug 14, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Reduced | 42,458 | 3,743 | 1.63% | 1.58% | 26 | -1,390 | -3.17% | Q2 2026 | Jul 09, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 40,133 | 3,538 | 0.0% | 0.0% | 27 | -1,192 | -2.88% | Q2 2026 | Aug 06, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 33,640 | 2,966 | 0.95% | 0.9% | 28 | -520 | -1.52% | Q2 2026 | Aug 13, 2026 |
| Ballentine Partners, LLC | History | No change | 29,820 | 2,629 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LPL Financial LLC | History | Reduced | 27,607 | 2,434 | 0.0% | 0.0% | 30 | -2,398 | -7.99% | Q2 2026 | Aug 07, 2026 |
| BRIGHTON JONES LLC | History | Added to | 21,818 | 1,923 | 0.04% | 0.04% | 31 | +38 | 0.17% | Q2 2026 | Aug 11, 2026 |
| Fairman Group, LLC | History | Added to | 21,118 | 1,861 | 1.46% | 1.37% | 32 | +46 | 0.22% | Q2 2026 | Aug 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 18,856 | 1,662 | 0.01% | 0.01% | 33 | +839 | 4.66% | Q2 2026 | Jul 28, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 18,747 | 1,652 | 0.17% | 0.21% | 34 | +191 | 1.03% | Q2 2026 | Aug 12, 2026 |
| Hirtle & Co., LLC | History | No change | 16,911 | 1,491 | 0.05% | 0.04% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 16,636 | 1,466 | 0.02% | 0.03% | 36 | -210 | -1.25% | Q2 2026 | Jul 20, 2026 |
| Jordan Park Group LLC | History | New | 16,522 | 1,456 | 0.07% | — | 37 | +16,522 | New | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 16,255 | 1,433 | 0.0% | 0.0% | 38 | +712 | 4.58% | Q2 2026 | Aug 14, 2026 |
| Phoenix Wealth Advisors | History | Reduced | 16,024 | 1,412 | 0.48% | 0.49% | 39 | -297 | -1.82% | Q2 2026 | Jul 31, 2026 |
| Tolleson Wealth Management, Inc. | History | Reduced | 15,828 | 1,395 | 0.19% | 0.76% | 40 | -52,000 | -76.66% | Q2 2026 | Aug 13, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 13,489 | 1,189 | 0.35% | 0.33% | 41 | -244 | -1.78% | Q2 2026 | Jul 23, 2026 |
| Sonoma Allocations LLC | History | Added to | 11,564 | 1,021 | 0.32% | 0.25% | 42 | +2,325 | 25.17% | Q2 2026 | Jul 08, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 11,137 | 981 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 10,361 | 914 | 0.45% | 0.44% | 44 | -269 | -2.53% | Q2 2026 | Jul 22, 2026 |
| Breakwater Investment Management | History | Reduced | 10,212 | 900 | 0.31% | 0.32% | 45 | -1,184 | -10.39% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | Reduced | 10,126 | 892 | 0.0% | 0.0% | 46 | -163 | -1.58% | Q2 2026 | Aug 13, 2026 |
| Diversified Trust Co | History | No change | 9,578 | 844 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 9,286 | 818 | 0.0% | 0.0% | 48 | +132 | 1.44% | Q2 2026 | Aug 12, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 8,451 | 745 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FIDUCIARY TRUST CO | History | No change | 8,420 | 742 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 8,309 | 732 | 0.02% | 0.02% | 51 | -146 | -1.73% | Q2 2026 | Jul 29, 2026 |
| Premier Financial Group | History | Added to | 8,089 | 713 | 0.14% | 0.11% | 52 | +21 | 0.26% | Q2 2026 | Sep 18, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 7,935 | 699 | 0.08% | 0.08% | 53 | -216 | -2.65% | Q2 2026 | Aug 11, 2026 |
| Advisor OS, LLC | History | Reduced | 7,935 | 699 | 0.05% | 0.04% | 54 | -216 | -2.65% | Q2 2026 | Aug 05, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | No change | 7,214 | 636 | 0.55% | 0.52% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | Added to | 6,724 | 592 | 0.0% | 0.0% | 56 | +5,874 | 691.06% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 6,456 | 569 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 5,899 | 520 | 0.05% | 0.05% | 58 | -111 | -1.85% | Q2 2026 | Aug 14, 2026 |
| RAINIER FAMILY WEALTH INC | History | No change | 5,420 | 477 | 0.27% | 0.28% | 59 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 5,054 | 445 | 0.0% | 0.0% | 60 | +12 | 0.24% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 5,043 | 444 | 0.0% | 0.0% | 61 | +68 | 1.37% | Q2 2026 | Aug 06, 2026 |
| Pearl Planning LLC | History | No change | 4,761 | 419 | 0.19% | 0.19% | 62 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Caprock Group, LLC | History | Added to | 4,649 | 409 | 0.01% | 0.01% | 63 | +12 | 0.26% | Q2 2026 | Jul 27, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | Reduced | 4,110 | 362 | 0.17% | 0.21% | 64 | -818 | -16.6% | Q2 2026 | Aug 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 3,892 | 343 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sage Mountain Advisors LLC | History | No change | 3,691 | 325 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Portland Global Advisors LLC | History | Reduced | 3,621 | 319 | 0.03% | 0.03% | 67 | -402 | -9.99% | Q2 2026 | Aug 13, 2026 |
| Krilogy Financial LLC | History | Added to | 3,350 | 295 | 0.01% | 0.01% | 68 | +9 | 0.27% | Q2 2026 | Jul 27, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | Added to | 3,289 | 287 | 0.21% | 0.21% | 69 | +89 | 2.78% | Q2 2026 | Jul 07, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 3,175 | 279 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | Added to | 2,986 | 263 | 0.0% | 0.0% | 71 | +64 | 2.19% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | Added to | 2,935 | 258 | 0.05% | 0.04% | 72 | +314 | 11.98% | Q2 2026 | Aug 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,752 | 242 | 0.0% | 0.0% | 73 | -311 | -10.15% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | New | 2,589 | 228 | 0.0% | — | 74 | +2,589 | New | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | New | 2,507 | 221 | 0.0% | — | 75 | +2,507 | New | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,248 | 198 | 0.0% | 0.0% | 76 | -5,352 | -70.42% | Q2 2026 | Aug 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,936 | 170 | 0.09% | 0.09% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 1,551 | 136 | 0.06% | 0.07% | 78 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,452 | 128 | 0.01% | 0.01% | 79 | +31 | 2.18% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,179 | 103 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Capital Analysts, LLC | History | Added to | 1,006 | 89 | 0.0% | 0.0% | 81 | +2 | 0.2% | Q2 2026 | Aug 05, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 923 | 81 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 908 | 80 | 0.0% | 0.0% | 83 | -2,824 | -75.67% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 855 | 75 | 0.0% | 0.0% | 84 | +30 | 3.64% | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | No change | 646 | 56 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Frankly Finances, LLC | History | New | 549 | 48 | 0.04% | — | 86 | +549 | New | Q2 2026 | Jul 15, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 513 | 45 | 0.02% | — | 87 | +513 | New | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 500 | 44 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 425 | 37 | 0.0% | 0.0% | 89 | -13 | -2.97% | Q2 2026 | Aug 06, 2026 |
| Napier Financial, LLC | History | No change | 420 | 37 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 315 | 27 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Downshift Financial, LLC | History | New | 252 | 22 | 0.01% | — | 92 | +252 | New | Q2 2026 | Aug 12, 2026 |
| VANGUARD ADVISERS INC | History | Added to | 248 | 21 | 0.0% | 0.0% | 93 | +10 | 4.2% | Q2 2026 | Aug 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 232 | 20 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MATHER GROUP, LLC. | History | No change | 200 | 17 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MASECO LLP | History | No change | 181 | 15 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | Added to | 151 | 13 | 0.0% | 0.0% | 97 | +19 | 14.39% | Q2 2026 | Jul 30, 2026 |
| GoalVest Advisory LLC | History | No change | 135 | 11 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 117 | 10 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CWM, LLC | History | No change | 126 | 9 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bogart Wealth, LLC | History | No change | 84 | 7 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Financial Connections Group, Inc. | History | No change | 71 | 5 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | No change | 50 | 4 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brooklyn FI, LLC | History | New | 43 | 3 | 0.0% | — | 105 | +43 | New | Q2 2026 | Aug 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 44 | 3 | 0.0% | 0.0% | 104 | +5 | 12.82% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | New | 34 | 2 | 0.0% | — | 106 | +34 | New | Q2 2026 | Jul 06, 2026 |
| JPL Wealth Management, LLC | History | New | 24 | 2 | 0.0% | — | 107 | +24 | New | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 13 | 1 | 0.0% | — | 108 | +13 | New | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,309 | -100.0% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,229 | -100.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,445 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -3,200 | -100.0% | Q2 2026 | Jul 07, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -2,017 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -1,621 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.04% | — | -1,140 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Asset Dedication, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Allworth Financial LP | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Dunhill Financial, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Life Planners | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |