TCW ETF TRUST (FLXR)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
167
Reporting holders
$2.6B
Reported value
0.0%
Held as options
+14
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $295.8M | 7,544,318 | 0.02% | 7q | +21.5%+$52.4M |
| CAPTRUST FINANCIAL ADVISORS | $224.8M | 5,732,633 | 0.34% | 9q | +5.2%+$11.1M |
| MORGAN STANLEY | $166.1M | 4,236,138 | 0.01% | 7q | +31.5%+$39.8M |
| UBS Group AG | $164.1M | 4,185,097 | 0.02% | 5q | +16.7%+$23.5M |
| LPL Financial LLC | $117.6M | 2,998,174 | 0.03% | 9q | +12.0%+$12.6M |
| WELLS FARGO & COMPANY/MN | $100.7M | 2,568,138 | 0.02% | 3q | HELD |
| First Pacific Financial | $92.4M | 2,357,086 | 11.01% | 5q | +3.1%+$2.8M |
| ENVESTNET ASSET MANAGEMENT INC | $84.6M | 2,158,257 | 0.02% | 9q | +41.0%+$24.6M |
| RAYMOND JAMES FINANCIAL INC | $72.2M | 1,842,547 | 0.02% | 6q | +4.8%+$3.3M |
| Morton Capital Management LLC/CA | $71.8M | 1,832,248 | 9.82% | 9q | +0.7%+$477.9K |
| CARY STREET PARTNERS FINANCIAL LLC | $60.0M | 1,531,303 | 1.31% | 7q | HELD |
| STIFEL FINANCIAL CORP | $57.6M | 1,467,980 | 0.05% | 8q | +24.3%+$11.3M |
| M&T Bank Corp | $56.0M | 1,427,038 | 0.16% | 9q | +66.5%+$22.4M |
| Francis Financial, Inc. | $49.8M | 1,271,353 | 8.17% | 6q | +13.1%+$5.8M |
| TCW GROUP INC | $46.6M | 1,188,192 | 0.31% | 9q | HELD |
| ROYAL BANK OF CANADA | $39.7M | 1,012,787 | 0.01% | 7q | +49.3%+$13.1M |
| Keudell/Morrison Wealth Management | $39.7M | 1,011,488 | 7.49% | 3q | -8.1%-$3.5M |
| EXCHANGE TRADED CONCEPTS, LLC | $36.3M | 924,752 | 0.08% | 7q | +88.4%+$17.0M |
| PEAK FINANCIAL ADVISORS LLC | $34.9M | 889,796 | 14.45% | 6q | +40.1%+$10.0M |
| Family Manage LLC | $34.2M | 873,036 | 3.51% | 3q | +10.5%+$3.3M |
| Leelyn Smith, LLC | $32.2M | 821,976 | 3.92% | 7q | +3.9%+$1.2M |
| Morling Financial Advisors, LLC | $32.1M | 819,626 | 8.93% | 5q | +3.3%+$1.0M |
| TECTONIC ADVISORS LLC | $29.5M | 751,867 | 1.42% | 9q | +9.4%+$2.5M |
| &PARTNERS | $29.2M | 743,655 | 0.12% | 7q | +266.7%+$21.2M |
| HIGHLINE WEALTH PARTNERS LLC | $26.5M | 674,889 | 5.37% | 2q | +3020.3%+$25.6M |
| Tidemark, LLC | $22.5M | 573,540 | 5.06% | 4q | +23.3%+$4.3M |
| Wealthspire Retirement, LLC | $21.6M | 553,711 | 1.19% | 2q | +3.3%+$682.5K |
| IHT Wealth Management, LLC | $21.3M | 542,760 | 0.45% | 5q | +32.9%+$5.3M |
| Weaver Capital Management LLC | $19.9M | 507,700 | 4.39% | 7q | HELD |
| Madison Asset Management, LLC | $19.3M | 491,484 | 0.23% | 5q | +15.1%+$2.5M |
| True North Advisors, LLC | $19.0M | 484,709 | 1.82% | 3q | -4.8%-$949.0K |
| HighTower Advisors, LLC | $15.8M | 401,688 | 0.02% | 3q | +7.3%+$1.1M |
| Spectrum Wealth Advisory Group, LLC | $15.5M | 395,692 | 4.42% | 4q | -6.9%-$1.2M |
| Ducere Wealth Management LLC | $15.4M | 392,935 | 4.63% | 3q | +63.3%+$6.0M |
| Steward Partners Investment Advisory, LLC | $15.3M | 389,174 | 0.08% | 8q | +119.6%+$8.3M |
| WJ Wealth Management, LLC | $15.1M | 385,728 | 5.97% | 6q | -9.9%-$1.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14.6M | 371,651 | 0.01% | 5q | -4.4%-$669.6K |
| FAGAN ASSOCIATES, INC. | $14.3M | 364,876 | 1.76% | 5q | +1.0%+$144.9K |
| BlueStem Wealth Partners, LLC | $13.2M | 336,643 | 1.31% | 6q | +13.8%+$1.6M |
| Pasadena Private Wealth, LLC | $12.9M | 329,980 | 1.65% | 7q | +4.4%+$544.0K |
| OSAIC HOLDINGS, INC. | $12.9M | 328,845 | 0.02% | 9q | +7.9%+$946.6K |
| Peak Financial Management, Inc. | $11.9M | 303,122 | 2.73% | 5q | +8.4%+$920.1K |
| Rothschild Wealth LLC | $11.9M | 302,671 | 0.95% | 3q | +12.2%+$1.3M |
| White & Co Financial Planning Inc | $11.8M | 300,921 | 7.31% | 7q | +15.9%+$1.6M |
| Beacon Financial Advisory LLC | $11.5M | 294,114 | 2.27% | 3q | +3.5%+$388.4K |
| Ausdal Financial Partners, Inc. | $10.6M | 269,410 | 0.41% | 5q | +2.4%+$244.0K |
| Rockefeller Capital Management L.P. | $10.3M | 263,746 | 0.02% | 2q | +36.8%+$2.8M |
| Baird Financial Group, Inc. | $9.5M | 243,521 | 0.01% | 6q | +4.3%+$393.6K |
| ANCHOR CAPITAL ADVISORS LLC | $9.2M | 235,153 | 0.26% | 2q | +82.9%+$4.2M |
| Onyx Bridge Wealth Group LLC | $9.1M | 232,077 | 0.82% | 4q | -40.3%-$6.2M |
| TRUIST FINANCIAL CORP | $8.7M | 222,831 | 0.01% | 4q | +53.3%+$3.0M |
| Arax Advisory Partners | $8.3M | 210,803 | 0.05% | 3q | +10.1%+$755.0K |
| 3EDGE Asset Management, LP | $7.6M | 192,682 | 0.34% | 7q | +4.2%+$305.2K |
| Etesian Wealth Advisors, Inc. | $7.2M | 183,506 | 2.13% | 5q | +22.7%+$1.3M |
| Bleakley Financial Group, LLC | $6.9M | 174,782 | 0.09% | new | NEW |
| Per Stirling Capital Management, LLC. | $6.5M | 166,953 | 0.62% | 4q | +13.4%+$772.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.4M | 162,865 | 0.01% | 9q | +3.5%+$215.7K |
| Mesirow Financial Investment Management, Inc. | $6.0M | 154,007 | 0.09% | 6q | +17.3%+$890.5K |
| Brookwood Investment Group LLC | $5.8M | 146,684 | 0.65% | 5q | -0.6%-$33.6K |
| Beckerman Institutional, LLC | $5.7M | 146,067 | 2.73% | 6q | +5.7%+$309.3K |
| KPP Advisory Services LLC | $5.6M | 141,810 | 0.70% | 5q | +24.3%+$1.1M |
| Equitable Holdings, Inc. | $5.2M | 131,987 | 0.03% | 6q | +51.6%+$1.8M |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $5.1M | 131,159 | 1.04% | 6q | +68.5%+$2.1M |
| Maridea Wealth Management LLC | $5.0M | 127,262 | 0.54% | 4q | +11.6%+$518.4K |
| JPMORGAN CHASE & CO | $4.7M | 119,732 | 0.00% | 4q | +72.0%+$2.0M |
| Lunt Capital Management, Inc. | $4.6M | 117,344 | 1.69% | 5q | -2.5%-$117.6K |
| Envestnet Portfolio Solutions, Inc. | $4.3M | 110,888 | 0.02% | 9q | +13.0%+$501.6K |
| CHANNEL WEALTH LLC | $4.3M | 110,784 | 0.97% | new | NEW |
| AXXCESS WEALTH MANAGEMENT, LLC | $4.2M | 107,822 | 0.07% | 5q | +1.8%+$75.3K |
| ProCore Advisors, LLC | $4.1M | 104,261 | 5.07% | 3q | +9.2%+$345.8K |
| BELLEVUE ASSET MANAGEMENT, LLC | $4.0M | 102,292 | 1.85% | 5q | -11.4%-$514.0K |
| Kestra Advisory Services, LLC | $4.0M | 102,179 | 0.01% | new | NEW |
| MARSHALL INVESTMENT MANAGEMENT, LLC | $4.0M | 101,483 | 1.65% | 2q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $3.6M | 90,998 | 0.00% | 6q | +80.4%+$1.6M |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | $3.0M | 77,612 | 0.30% | 3q | +9.3%+$259.4K |
| D.A. DAVIDSON & CO. | $3.0M | 75,500 | 0.02% | 4q | +4.0%+$114.3K |
| Tandem Financial, LLC | $2.9M | 75,140 | 0.89% | 7q | -3.3%-$100.6K |
| Mariner, LLC | $2.9M | 75,047 | 0.00% | 7q | -26.6%-$1.1M |
| Cetera Investment Advisers | $2.8M | 72,604 | 0.00% | 9q | +9.6%+$250.2K |
| Keystone Financial Group | $2.8M | 71,560 | 0.17% | 7q | +55.1%+$997.3K |
| Sanctuary Advisors, LLC | $2.8M | 70,170 | 0.01% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $2.4M | 61,140 | 0.03% | 3q | +74.9%+$1.0M |
| Concord Wealth Partners | $2.3M | 58,588 | 0.26% | 6q | -6.3%-$155.3K |
| MATHER GROUP, LLC. | $2.3M | 58,557 | 0.02% | 2q | +14.9%+$298.1K |
| Frontier Asset Management, LLC | $2.3M | 57,510 | 0.40% | 8q | +18.3%+$348.9K |
| OPPENHEIMER & CO INC | $2.2M | 56,432 | 0.02% | 7q | +6.3%+$131.8K |
| Spinnaker Investment Group, LLC | $2.1M | 52,581 | 0.33% | 3q | +272.0%+$1.5M |
| FIFTH THIRD BANCORP | $1.9M | 49,152 | 0.00% | 2q | +427.2%+$1.6M |
| Diversified Portfolios, Inc. | $1.9M | 48,248 | 0.14% | 4q | +16.6%+$269.2K |
| PRINCIPAL SECURITIES, INC. | $1.9M | 47,236 | 0.02% | 7q | +11.4%+$190.0K |
| Capital Square, LLC | $1.8M | 46,078 | 0.79% | 6q | -52.6%-$2.0M |
| Retirement Planning Group, LLC | $1.8M | 45,737 | 0.05% | 2q | +52.7%+$618.8K |
| BLUE JEAN FINANCIAL LLC | $1.6M | 40,876 | 1.12% | 3q | +12.3%+$174.9K |
| MML INVESTORS SERVICES, LLC | $1.6M | 39,829 | 0.00% | 9q | +32.9%+$386.7K |
| Atlas Wealth LLC | $1.6M | 39,793 | 0.22% | 4q | -34.8%-$831.7K |
| Cerity Partners LLC | $1.4M | 35,721 | 0.00% | 2q | +120.4%+$764.9K |
| Encompass More Asset Management | $1.4M | 35,596 | 0.20% | 3q | +17.2%+$204.7K |
| BNP PARIBAS FINANCIAL MARKETS | $1.3M | 33,005 | 0.00% | 3q | HELD |
| Argent Trust Co | $1.3M | 32,613 | 0.04% | 6q | HELD |
| Madison Wealth Partners, Inc | $1.2M | 31,525 | 0.16% | new | NEW |
Showing the largest 100 of 174 reported holders.
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 | 167 | $2.6B | 65,697,099 | 26 | 102 | 24 | 0.0% |
| Q1 2026 | 153 | $2.2B | 56,450,107 | 28 | 92 | 24 | 0.0% |
| Q4 2025 | 131 | $1.8B | 45,856,238 | 21 | 72 | 19 | 0.0% |
| Q3 2025 | 107 | $1.4B | 34,680,376 | 21 | 66 | 9 | 0.0% |
| Q2 2025 | 92 | $1.0B | 25,948,985 | 28 | 46 | 11 | 0.0% |
| Q1 2025 | 65 | $599.5M | 15,304,638 | 17 | 30 | 10 | 0.0% |
| Q4 2024 | 56 | $418.2M | 10,809,846 | 27 | 11 | 8 | 0.0% |
| Q3 2024 | 29 | $338.9M | 8,513,430 | 7 | 14 | 3 | 0.0% |
| Q2 2024 | 30 | $304.5M | 7,975,035 | 29 | 0 | 0 | 0.0% |