TCW Core Plus Bond ETFFIXTETF

13F holders, Q1 2026 (March 31)
27holders
4new positions
3sold out
1famous investor
$37.89avg. 13F price*

At the end of Q1 2026, 27 institutions reported holding TCW Core Plus Bond ETF (FIXT) in their 13F filings, unchanged from Q4 2025. 4 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($82.4M), Benjamin Edwards Inc. ($36.5M) and Wells Fargo & Company ($7.4M). 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 (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions4$3.1M
Exits3$2.1M

All 13F filers, Q4 2025 → Q1 2026: 350,365 shares bought and 103,716 shares sold, net +246,649 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 27 holders

Morgan Stanley 0.01% Reduce -1.8% 2,173,550 $82.4M
Benjamin Edwards Inc. 0.36% Add +1.6% 962,892 $36.5M
Wells Fargo & Company 0.00% Add +202.7% 196,240 $7.4M
Envestnet Asset Management Inc. 0.00% Add +27.7% 89,557 $3.4M
Osaic Holdings, Inc. 0.00% Add +24.4% 88,654 $3.4M
Citadel Advisors 0.00% Add +110.3% 76,126 $2.9M
Stifel Financial Corp. 0.00% New 66,642 $2.5M
Goldman Sachs Group Inc. 0.00% Add +154.8% 59,768 $2.3M
Raymond James Financial Inc. 0.00% Reduce -7.1% 48,946 $1.9M
United Capital Financial Advisors, LLC 0.01% Reduce -1.2% 43,602 $1.7M
LPL Financial LLC 0.00% Reduce -4.5% 32,638 $1.2M
Shum Financial Group, Inc. 0.68% Reduce -4.4% 25,206 $955K
Jane Street Group, LLC 0.00% Add +62.3% 23,132 $876K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -6.5% 13,949 $528K
Royal Bank of Canada 0.00% Reduce -2.9% 11,016 $417K
Equitable Holdings, Inc. 0.00% New 7,607 $288K
Signature Estate & Investment Advisors LLC 0.01% New 7,282 $276K
Captrust Financial Advisors 0.00% Add +0.8% 5,940 $225K
Fifth Third Securities, Inc. 0.01% Add +0.6% 5,845 $221K
Trilogy Capital Inc. 0.01% Add +0.1% 5,713 $216K
Cwm, LLC 0.00% Add +0.9% 4,592 $174K
Godfrey Financial Associates, Inc. 0.04% No change 1,247 $47K
Harbor Investment Advisory, LLC 0.00% No change 1,190 $45K
1620 Investment Advisors, Inc. 0.01% Add +0.8% 485 $18K
IFP Advisors, Inc 0.00% No change 392 $15K
Fifth Third Bancorp 0.00% New 150 $6K
UBS Group AG 0.00% Reduce -67.3% 123 $5K

"% 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.