TCW Core Plus Bond ETFFIXTETF

13F holders, Q4 2025 (December 31)
27holders −2
2new positions
5sold out
1famous investor
$38.22avg. 13F price*

At the end of Q4 2025, 27 institutions reported holding TCW Core Plus Bond ETF (FIXT) in their 13F filings, down 2 from Q3 2025. 2 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($84.6M), Benjamin Edwards Inc. ($36.2M) and Osaic Holdings, Inc. ($2.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
TCW Core Plus Bond ETF
Filed as
TCW ETF TRUST (Q4 2025)
CUSIP
87191E105
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q2 2025: 31Q2 2025Q3 2025: 29Q3 2025Q4 2025: 27Q4 2025Q1 2026: 27Q1 2026Q2 2026: 23Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions2$1.1M
Exits5$909K

All 13F filers, Q3 2025 → Q4 2025: 186,085 shares bought and 555,674 shares sold, net −369,589 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 27 holders

Morgan Stanley 0.01% Add +3.7% 2,212,609 $84.6M
Benjamin Edwards Inc. 0.40% Reduce -2.7% 947,701 $36.2M
Osaic Holdings, Inc. 0.00% Add +10.7% 71,240 $2.7M
Envestnet Asset Management Inc. 0.00% Reduce -4.8% 70,123 $2.7M
Wells Fargo & Company 0.00% Add +527.6% 64,833 $2.5M
Raymond James Financial Inc. 0.00% Add +20.0% 52,706 $2.0M
Merit Financial Group, LLC 0.02% Add +2.2% 50,158 $1.9M
United Capital Financial Advisors, LLC 0.01% Add +3.0% 44,124 $1.7M
Citadel Advisors 0.00% Reduce -93.0% 36,207 $1.4M
LPL Financial LLC 0.00% Add +18.5% 34,172 $1.3M
Shum Financial Group, Inc. 0.73% Reduce -1.4% 26,371 $1.0M
Goldman Sachs Group Inc. 0.00% New 23,460 $897K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -33.0% 14,927 $570K
Jane Street Group, LLC 0.00% Reduce -30.0% 14,255 $545K
Royal Bank of Canada 0.00% No change 11,349 $434K
Captrust Financial Advisors 0.00% Reduce -45.7% 5,894 $225K
Fifth Third Securities, Inc. 0.01% Reduce -2.7% 5,809 $222K
Trilogy Capital Inc. 0.01% Add +0.1% 5,708 $218K
Ameriprise Financial Inc. 0.00% New 5,582 $213K
Cwm, LLC 0.00% Add +7.1% 4,549 $174K
Godfrey Financial Associates, Inc. 0.04% — 1,247 $48K
Harbor Investment Advisory, LLC 0.00% No change 1,190 $45K
1620 Investment Advisors, Inc. 0.01% Add +2.1% 481 $18K
IFP Advisors, Inc 0.00% No change 392 $15K
UBS Group AG 0.00% Reduce -72.4% 376 $14K
Northwestern Mutual Wealth Management Co. 0.00% No change 372 $14K
Comerica Bank 0.00% Add +51.5% 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.