TCW Core Plus Bond ETFFIXTETF
13F holders, Q2 2026 (June 30)23holders −4
4new positions
7sold out
$37.79avg. 13F price*
At the end of Q2 2026, 23 institutions reported holding TCW Core Plus Bond ETF (FIXT) in their 13F filings, down 4 from Q1 2026. 4 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($86.5M), Benjamin Edwards Inc. ($35.3M) and SilverOak Wealth Management LLC ($10.0M).
- Company
- TCW Core Plus Bond ETF
- Filed as
- TCW ETF TRUST (Q2 2026)
- CUSIP
- 87191E105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $10.6M |
| Exits | 7 | $6.5M |
All 13F filers, Q1 2026 → Q2 2026: 416,249 shares bought and 234,600 shares sold, net +181,649 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| Morgan Stanley | 0.00% | Add +5.3% | 2,288,612 | $86.5M |
| Benjamin Edwards Inc. | 0.32% | Reduce -3.1% | 932,852 | $35.3M |
| SilverOak Wealth Management LLC | 1.29% | New | 265,257 | $10.0M |
| Wells Fargo & Company | 0.00% | Add +7.8% | 211,549 | $8.0M |
| Osaic Holdings, Inc. | 0.00% | Add +5.7% | 93,711 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.8% | 78,985 | $3.0M |
| Stifel Financial Corp. | 0.00% | Add +1.4% | 67,575 | $2.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -20.7% | 38,817 | $1.5M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -14.2% | 37,409 | $1.4M |
| LPL Financial LLC | 0.00% | Reduce -11.4% | 28,918 | $1.1M |
| Shum Financial Group, Inc. | 0.57% | Reduce -0.8% | 25,000 | $945K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.4% | 11,667 | $441K |
| Royal Bank of Canada | 0.00% | No change | 11,016 | $416K |
| Merit Financial Group, LLC | 0.00% | New | 9,443 | $357K |
| Equitable Holdings, Inc. | 0.00% | Add +3.9% | 7,903 | $299K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +1.3% | 7,375 | $279K |
| Fifth Third Securities, Inc. | 0.01% | Reduce -2.9% | 5,674 | $214K |
| NewEdge Advisors, LLC | 0.00% | New | 4,270 | $161K |
| Godfrey Financial Associates, Inc. | 0.04% | No change | 1,247 | $47K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,190 | $45K |
| Jones Financial Companies LLLP | 0.00% | New | 529 | $20K |
| IFP Advisors, Inc | 0.00% | No change | 392 | $15K |
| Fifth Third Bancorp | 0.00% | No change | 150 | $6K |
"% of holder's portfolio" is FIXT's weight in each manager's 13F, not the share of TCW Core Plus Bond ETF the manager owns.