TCW FLEXIBLE INCOME ETF FLXR
$39.05
+0.2% 52w: $37.03 – $39.12
Latest 13F among current holders filed 26 days ago (Jun 9, 2026)
Price — last 12 months
research preview data37.0338.0739.12
Jun 20, 2025 Jul 2, 2026
Institutional holders
160
+18 QoQ
13F value
$2.23B
+18.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FLXR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 6.2M | $243.8M | 0.0% | +29.4% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 5.4M | $214.0M | 0.4% | +5.4% |
| UBS Group AG | Bank broker | 3.6M | $140.8M | 0.0% | +23.8% |
| MORGAN STANLEY | Bank broker | 3.2M | $126.5M | 0.0% | +45.8% |
| LPL Financial LLC | Bank broker | 2.7M | $105.2M | 0.0% | +7.2% |
| First Pacific Financial | Wealth advisor | 2.3M | $89.8M | 11.6% | +5.1% |
| Morton Capital Management LLC/CA | Wealth advisor | 1.8M | $71.5M | 10.6% | +11.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.8M | $69.0M | 0.0% | +48.3% |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 1.5M | $60.4M | 1.5% | +4.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.5M | $60.1M | 0.0% | +18.9% |
| Janney Montgomery Scott LLC | Diversified mechanical | 1.4M | $54.1M | 0.1% | +12.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.3M | $50.6M | 0.0% | +59.1% |
| TCW GROUP INC | Other | 1.2M | $46.7M | 0.4% | Held |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.2M | $46.4M | 0.0% | +15.8% |
| Francis Financial, Inc. | Wealth advisor | 1.1M | $44.2M | 8.2% | +21.4% |
| Keudell/Morrison Wealth Management | Wealth advisor | 1.1M | $43.2M | 8.8% | -7.1% |
| M&T Bank Corp | Diversified mechanical | 857.0K | $33.7M | 0.1% | -36.2% |
| Morling Financial Advisors, LLC | Wealth advisor | 793.7K | $31.2M | 9.6% | +7.5% |
| Leelyn Smith, LLC | Other | 791.2K | $31.1M | 4.4% | +7.3% |
| Family Manage LLC | Wealth advisor | 789.8K | $31.0M | 3.7% | +100.8% |
| TECTONIC ADVISORS LLC | Wealth advisor | 687.2K | $27.0M | 1.4% | +6.3% |
| ROYAL BANK OF CANADA | Bank broker | 678.3K | $26.6M | 0.0% | +3.5% |
| PEAK FINANCIAL ADVISORS LLC | Wealth advisor | 635.0K | $24.9M | 11.0% | -1.1% |
| Wealthspire Retirement, LLC | Wealth advisor | 536.2K | $21.1M | 1.3% | New |
| True North Advisors, LLC | Other | 508.9K | $20.0M | 2.3% | +42.4% |
| Weaver Capital Management LLC | Other | 507.7K | $19.9M | 4.3% | -0.6% |
| EXCHANGE TRADED CONCEPTS, LLC | Index provider | 491.0K | $19.3M | 0.1% | -0.3% |
| Tidemark, LLC | Wealth advisor | 465.0K | $18.3M | 4.6% | +10.7% |
| WJ Wealth Management, LLC | Wealth advisor | 428.0K | $16.8M | 7.9% | -3.8% |
| Madison Asset Management, LLC | Other | 426.8K | $16.8M | 0.2% | +71.0% |
| Spectrum Wealth Advisory Group, LLC | Wealth advisor | 425.1K | $16.7M | 6.2% | +12.6% |
| IHT Wealth Management, LLC | Wealth advisor | 408.4K | $16.0M | 0.4% | +115.5% |
| Onyx Bridge Wealth Group LLC | Wealth advisor | 389.0K | $15.3M | 1.6% | +17.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 388.7K | $15.3M | 0.0% | +17.5% |
| HighTower Advisors, LLC | Diversified mechanical | 374.4K | $14.7M | 0.0% | +799.7% |
| FAGAN ASSOCIATES, INC. | Other | 361.2K | $14.2M | 2.0% | +1.4% |
| CWM, LLC | Wealth advisor | 332.4K | $13.1M | 0.0% | +24.8% |
| Pasadena Private Wealth, LLC | Wealth advisor | 316.1K | $12.4M | 1.7% | -10.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 304.7K | $12.0M | 0.0% | +176.4% |
| BlueStem Wealth Partners, LLC | Wealth advisor | 295.7K | $11.6M | 1.3% | +5.8% |
| Beacon Financial Advisory LLC | Wealth advisor | 284.2K | $11.2M | 2.5% | +9.4% |
| Peak Financial Management, Inc. | Wealth advisor | 279.7K | $11.0M | 2.8% | +21.1% |
| Rothschild Wealth LLC | Wealth advisor | 269.6K | $10.6M | 1.0% | +13.0% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 263.2K | $10.3M | 0.5% | +4.6% |
| White & Co Financial Planning Inc | Wealth advisor | 259.6K | $10.2M | 7.2% | +12.2% |
| Ducere Wealth Management LLC | Wealth advisor | 240.6K | $9.4M | 3.8% | +21.8% |
| Baird Financial Group, Inc. | Diversified mechanical | 233.5K | $9.2M | 0.0% | +64.1% |
| &PARTNERS | Diversified mechanical | 202.8K | $8.0M | 0.0% | +81.2% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 192.8K | $7.6M | 0.0% | New |
| Arax Advisory Partners | Wealth advisor | 191.5K | $7.5M | 0.2% | +10.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.