Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TCW ETF TRUST (VOTE)

96 + 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
↑ +7
Streak
4Q ▲
Buyers last Q
67%

Smart Money Signals — VOTE

Based on 96 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
96 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 — +30% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+30% 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 — 67% buying

50 buying25 selling
Last quarter: 50 funds were net buyers (13 opened a brand new position + 37 added to an existing one). Only 25 were sellers (19 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 12 → 15 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 29% medium ■ 26% new
43 out of 96 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.
📈

Growing discovery — still being found

9 → 11 → 12 → 15 → 13 new funds/Q
New funds entering each quarter: 11 → 12 → 15 → 13. A growing number of institutions are discovering VOTE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 41% of holders stayed 2+ years

■ 41% veterans ■ 20% 1-2yr ■ 40% new
Of 96 current holders: 39 (41%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
13 of 96 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

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.

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
1.6
/ 10
conviction
Hedge Fund Positioning: VOTE
2026 Q1 Stats Unlock in 11 days 96 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 96 89 7.87%
13F Shares 8M 8M -0.76%
Total Value $609M $593M 2.56%
New Positions 13 15 -2
Increased Positions 37 33 +4
Closed Positions 6 10 -4
Reduced Positions 19 18 +1
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: --

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PEG Ratio (5yr expected) --
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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) --
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Institutional Holders (2026 Q1)

96 + investors

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

Top 25 institutional holders of VOTE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Angeles Investment Advisors, LLC 3.92% 764,656 $58.3M
2 Values Added Financial LLC 2.69% 83,794 $6.4M
3 A&I FINANCIAL SERVICES, LLC 1.58% 43,848 $3.3M
4 Financial Insights, Inc. 1.43% 53,205 $4.3M
5 Fairman Group, LLC 1.37% 21,072 $1.6M
6 Fund Evaluation Group, LLC 1.01% 432,269 $33.0M
7 Phoenix Wealth Advisors 0.49% 16,321 $1.2M
8 Sage Advisory Services, Ltd.Co. 0.44% 10,630 $811K
9 Ethic Inc. 0.41% 346,335 $26.4M
10 Etesian Wealth Advisors, Inc. 0.33% 13,733 $1.0M
11 RAINIER FAMILY WEALTH INC 0.28% 5,420 $414K
12 RIDGECREST WEALTH PARTNERS, LLC 0.21% 4,928 $376K
13 GK Wealth Management LLC 0.21% 3,200 $237K
14 Mutual Advisors, LLC 0.20% 124,903 $9.5M
15 Pearl Planning LLC 0.19% 4,761 $363K
16 THRIVENT FINANCIAL FOR LUTHERANS 0.11% 789,467 $60K
17 Premier Financial Group 0.11% 8,068 $624K
18 Millstone Evans Group, LLC 0.09% 1,936 $148K
19 MJP ASSOCIATES INC /ADV 0.08% 8,151 $622K
20 WOLFF WIESE MAGANA LLC 0.07% 1,551 $118K
21 PNC FINANCIAL SERVICES GROUP, INC. 0.05% 1,180,277 $90.1M
22 Advisor OS, LLC 0.05% 8,151 $622K
23 Legacy Wealth Managment, LLC/ID 0.04% 1,140 $87K
24 Valeo Financial Advisors, LLC 0.02% 8,451 $645K
25 Cambridge Investment Research Advisors, Inc. 0.01% 69,048 $5K
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 — 4 quarters in a row: For 4 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 — 67% buying: Last quarter: 50 funds were net buyers (13 opened a brand new position + 37 added to an existing one). Only 25 were sellers (19 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VOTE holders?

Strong quality — 31% AUM from major funds: 13 of 96 holders rank in the top 100 by AUM, accounting for 31% 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?

45% of holders stayed for 2+ years: 43 out of 96 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.