TCW ETF TRUST (FIXT)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
22
Reporting holders
$156.0M
Reported value
0.0%
Held as options
-4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $86.5M | 2,288,612 | 0.00% | 5q | +5.3%+$4.3M |
| BENJAMIN EDWARDS INC | $35.3M | 932,852 | 0.32% | 5q | -3.1%-$1.1M |
| SilverOak Wealth Management LLC | $10.0M | 265,257 | 1.29% | new | NEW |
| WELLS FARGO & COMPANY/MN | $8.0M | 211,549 | 0.00% | 5q | -46.1%-$6.8M |
| OSAIC HOLDINGS, INC. | $3.5M | 93,711 | 0.00% | 5q | +5.7%+$191.1K |
| ENVESTNET ASSET MANAGEMENT INC | $3.0M | 78,985 | 0.00% | 5q | -11.8%-$399.5K |
| STIFEL FINANCIAL CORP | $2.6M | 67,575 | 0.00% | 2q | +1.4%+$35.3K |
| RAYMOND JAMES FINANCIAL INC | $1.5M | 38,817 | 0.00% | 5q | -20.7%-$382.8K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.4M | 37,409 | 0.01% | 5q | -14.2%-$233.7K |
| LPL Financial LLC | $1.1M | 28,918 | 0.00% | 5q | -11.4%-$140.6K |
| Shum Financial Group, Inc. | $944.8K | 25,000 | 0.57% | 4q | -0.8%-$7.8K |
| Merit Financial Group, LLC | $713.7K | 18,886 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $416.0K | 11,016 | 0.00% | 5q | HELD |
| Equitable Holdings, Inc. | $298.7K | 7,903 | 0.00% | 2q | +3.9%+$11.2K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $278.7K | 7,375 | 0.01% | 2q | +1.3%+$3.5K |
| Fifth Third Securities, Inc. | $214.4K | 5,674 | 0.01% | 5q | -2.9%-$6.5K |
| NewEdge Advisors, LLC | $161.4K | 4,270 | 0.00% | new | NEW |
| Godfrey Financial Associates, Inc. | $47.1K | 1,247 | 0.04% | 3q | HELD |
| HARBOR INVESTMENT ADVISORY, LLC | $45.0K | 1,190 | 0.00% | 4q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $20.0K | 529 | 0.00% | new | NEW |
| IFP Advisors, Inc | $14.8K | 392 | 0.00% | 5q | HELD |
| FIFTH THIRD BANCORP | $5.7K | 150 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $882 | 23,334 | 0.00% | 5q | +67.3% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 22 | $156.0M | 4,127,317 | 4 | 5 | 8 | 0.0% |
| Q1 2026 | 26 | $156.7M | 4,134,775 | 4 | 11 | 7 | 0.0% |
| Q4 2025 | 25 | $140.9M | 3,686,509 | 2 | 9 | 8 | 0.0% |
| Q3 2025 | 27 | $156.5M | 4,047,820 | 4 | 6 | 10 | 0.0% |
| Q2 2025 | 28 | $211.3M | 5,534,893 | 28 | 0 | 0 | 0.0% |
| Q3 2024 | 2 | $9.5K | 244 | 1 | 1 | 0 | 0.0% |
| Q2 2024 | 3 | $425.2K | 12,184 | 1 | 1 | 1 | 0.0% |
| Q1 2024 | 2 | $588.1K | 16,993 | 0 | 2 | 0 | 0.0% |
| Q4 2023 | 5 | $507.0K | 16,485 | 1 | 1 | 2 | 0.0% |
| Q3 2023 | 3 | $508.0K | 18,262 | 2 | 1 | 0 | 0.0% |
| Q2 2023 | 1 | $262.0K | 9,197 | 0 | 1 | 0 | 0.0% |
| Q1 2023 | 1 | $217.2K | 8,408 | 0 | 0 | 1 | 0.0% |
| Q4 2022 | 2 | $227.2K | 9,358 | 1 | 1 | 0 | 0.0% |
| Q3 2022 | 1 | $2.0K | 95 | 1 | 0 | 0 | 0.0% |