Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Tcw ETF Trust (VOTE)

112 + 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
↑ +6
Streak
6Q ▲
Buyers last Q
56%

Smart Money Signals — VOTE

Based on 114 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 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
114 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 — +34% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+34% 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.
🟡

Slight buying edge — 56% buying

49 buying39 selling
Last quarter: 49 funds bought or added vs 39 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 13 → 18 → 17. 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+) ■ 30% medium ■ 26% new
50 out of 114 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.
💰

Value +27% but shares only +6% — price-driven

Value
+26%
Shares
+5%
Last quarter: the total dollar value of institutional holdings rose +27%, but actual share count only changed +6%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

13 → 15 → 13 → 18 → 17 new funds/Q
New funds entering each quarter: 15 → 13 → 18 → 17. A growing number of institutions are discovering VOTE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 44% veterans vs 38% newcomers

■ 44% veterans ■ 18% 1-2yr ■ 38% new
Entry-cohort mix of 114 holders: 50 (44%) are 2+ year veterans, 21 entered 1–2 years ago, and 43 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
16 of 114 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 Q2, 49 hedge funds were net buyers of VOTE (17 opened a new position, 32 added to an existing one), while 39 reduced or exited (28 trimmed, 11 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 37% of total institutional value in VOTE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 114.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: VOTE
112 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 112 108 3.7%
13F Shares 9M 8M 5.26%
Total Value $543M $432M 25.59%
New Positions 17 18 -1
Increased Positions 31 42 -11
Closed Positions 13 7 +6
Reduced Positions 27 19 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VOTE

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Institutional Holders (2026 Q2)

112 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Angeles Investment Advisors, LLC 4.71% 889,414 $78.4M
2 Values Added Financial LLC 2.73% 85,748 $7.6M
3 Stark Wealth Management LLC 2.34% 3,480 $228K
4 A&I Financial Services, LLC 1.63% 42,458 $3.7M
5 Fairman Group, LLC 1.46% 21,118 $1.9M
6 Fund Evaluation Group, LLC 1.22% 512,574 $45.2M
7 Financial Insights, Inc. 1.09% 46,806 $4.1M
8 Plum Street Advisors, LLC 0.95% 33,640 $3.0M
9 Dorsey & Whitney Trust CO LLC 0.80% 186,983 $16.5M
10 Tolleson Wealth Management, Inc. 0.76% 67,828 $5.2M
11 National Philanthropic Trust 0.61% 476,634 $42.0M
12 Alpha Capital Advisors Inc /Adv 0.55% 7,214 $636K
13 Phoenix Wealth Advisors 0.48% 16,024 $1.4M
14 Sage Advisory Services, Ltd.Co. 0.45% 10,361 $914K
15 Aspiriant, LLC 0.36% 167,619 $14.8M
16 Etesian Wealth Advisors, Inc. 0.35% 13,489 $1.2M
17 Sonoma Allocations LLC 0.32% 11,564 $1.0M
18 Breakwater Investment Management 0.31% 10,212 $900K
19 Rainier Family Wealth Inc 0.27% 5,420 $478K
20 Gateway Wealth Partners, LLC 0.27% 51,211 $4.5M
21 Dwr Wealth Management, LLC 0.22% 3,289 $287K
22 Ethic Inc. 0.21% 194,114 $17.1M
23 Mutual Advisors, LLC 0.21% 123,719 $10.9M
24 Pearl Planning LLC 0.19% 4,761 $420K
25 Ridgecrest Wealth Partners, LLC 0.17% 4,110 $362K
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 — 6 quarters in a row: For 6 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?

Slight buying edge — 56% buying: Last quarter: 49 funds bought or added vs 39 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for VOTE holders?

Strong quality — 37% AUM from major funds: 16 of 114 holders rank in the top 100 by AUM, accounting for 37% 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: 50 out of 114 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.

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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