Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Tcw ETF Trust (VOTE)

105 + Investors. Track Smart Money conviction in VOTE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
5Q ▲
Buyers last Q
70%

Smart Money Signals — VOTE

Based on 108 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added VOTE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
108 hedge funds hold VOTE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +33% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+33% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 70% buying

60 buying26 selling
Last quarter: 60 funds were net buyers (18 opened a brand new position + 42 added to an existing one). Only 26 were sellers (19 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 15 → 13 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 25% medium ■ 31% new
48 out of 108 hedge funds have held VOTE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +8%, value -29%

Value
-29%
Shares
+8%
Last quarter: funds added +8% more shares while total portfolio value only changed -29%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

11 → 13 → 15 → 13 → 18 new funds/Q
New funds entering each quarter: 13 → 15 → 13 → 18. A growing number of institutions are discovering VOTE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 43% veterans vs 39% newcomers

■ 43% veterans ■ 19% 1-2yr ■ 39% new
Entry-cohort mix of 108 holders: 46 (43%) are 2+ year veterans, 20 entered 1–2 years ago, and 42 (39%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
16 of 108 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — VOTE

In 2026 Q1, 60 hedge funds were net buyers of VOTE (18 opened a new position, 42 added to an existing one), while 26 reduced or exited (19 trimmed, 7 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 36% of total institutional value in VOTE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 108.

Hedge Fund Ownership: VOTE

How many hedge funds hold VOTE — quarterly history vs. share price
Quarterly hedge fund ownership of VOTE vs. share price

Market Analysis: VOTE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VOTE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Tcw ETF Trust (VOTE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VOTE has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
VOTE
nan%
SPY
+15.1%

VOTE outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
VOTE
nan%
SPY
+1.3%

Since the filing became public, VOTE outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: VOTE
105 + Investors

Track Smart Money conviction in VOTE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 105 97 8.25%
13F Shares 8M 8M 7.53%
Total Value $428M $609M -29.73%
New Positions 17 13 +4
Increased Positions 42 38 +4
Closed Positions 9 6 +3
Reduced Positions 19 19 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VOTE

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Valuation Measures Data as of: --

Market Cap --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

105 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VOTE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 VOTE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Contango Wealth Management LLC 4.47% 50,174 $3.8M
2 Angeles Investment Advisors, LLC 3.92% 764,656 $58.3M
3 Values Added Financial LLC 2.69% 83,794 $6.4M
4 A&I Financial Services, LLC 1.58% 43,848 $3.3M
5 Financial Insights, Inc. 1.43% 53,205 $4.3M
6 Fairman Group, LLC 1.37% 21,072 $1.6M
7 Fund Evaluation Group, LLC 1.01% 432,269 $33.0M
8 Plum Street Advisors, LLC 0.90% 34,160 $2.6M
9 Dorsey & Whitney Trust CO LLC 0.78% 186,983 $14.3M
10 National Philanthropic Trust 0.58% 476,634 $30.3M
11 Alpha Capital Advisors Inc /Adv 0.52% 7,214 $550K
12 Phoenix Wealth Advisors 0.49% 16,321 $1.2M
13 Sage Advisory Services, Ltd.Co. 0.44% 10,630 $811K
14 Ethic Inc. 0.41% 346,335 $26.4M
15 Etesian Wealth Advisors, Inc. 0.33% 13,733 $1.0M
16 Breakwater Investment Management 0.32% 11,396 $870K
17 Gateway Wealth Partners, LLC 0.30% 100,168 $7.6M
18 Aspiriant, LLC 0.29% 132,031 $10.1M
19 Rainier Family Wealth Inc 0.28% 5,420 $414K
20 Sonoma Allocations LLC 0.25% 9,239 $714K
21 Ridgecrest Wealth Partners, LLC 0.21% 4,928 $376K
22 GK Wealth Management LLC 0.21% 3,200 $237K
23 Seeds Investor LLC 0.21% 18,556 $1.5M
24 Mutual Advisors, LLC 0.20% 124,903 $9.5M
25 Pearl Planning LLC 0.19% 4,761 $363K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Tcw ETF Trust (VOTE)

What does the Smart Money Trend signal show for VOTE?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added VOTE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for VOTE?

More buyers than sellers — 70% buying: Last quarter: 60 funds were net buyers (18 opened a brand new position + 42 added to an existing one). Only 26 were sellers (19 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VOTE holders?

Strong quality — 36% AUM from major funds: 16 of 108 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held VOTE?

44% of holders stayed for 2+ years: 48 out of 108 hedge funds have held VOTE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Tcw ETF Trust (VOTE) following the 2026 Q1 hedge fund 13F filings?

As of today, VOTE has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), VOTE has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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