TCW Flexible Income ETFFLXRETF
13F holders, Q2 2026 (June 30)174holders +13
26new positions
12sold out
2famous investors
$39.21avg. 13F price*
At the end of Q2 2026, 174 institutions reported holding TCW Flexible Income ETF (FLXR) in their 13F filings, up 13 from Q1 2026. 26 opened new positions and 12 sold out. The largest holders were Bank of America Corp. ($295.8M), Captrust Financial Advisors ($224.8M) and Morgan Stanley ($166.1M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- TCW Flexible Income ETF
- Filed as
- TCW ETF TRUST (Q2 2026)
- CUSIP
- 29287L700
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $25.4M |
| Exits | 12 | $8.1M |
All 13F filers, Q1 2026 → Q2 2026: 10,759,927 shares bought and 745,102 shares sold, net +10,014,825 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 174 holders
| Bank of America Corp. | 0.02% | Add +21.5% | 7,544,318 | $295.8M |
| Captrust Financial Advisors | 0.34% | Add +5.2% | 5,732,633 | $224.8M |
| Morgan Stanley | 0.01% | Add +31.5% | 4,236,138 | $166.1M |
| UBS Group AG | 0.03% | Add +16.7% | 4,185,097 | $164.1M |
| LPL Financial LLC | 0.03% | Add +12.0% | 2,998,174 | $117.6M |
| Wells Fargo & Company | 0.02% | Add +99.2% | 2,568,138 | $100.7M |
| First Pacific Financial | 11.01% | Add +3.1% | 2,357,086 | $92.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +41.0% | 2,158,257 | $84.6M |
| Raymond James Financial Inc. | 0.02% | Add +4.8% | 1,842,547 | $72.2M |
| Morton Capital Management LLC | 9.82% | Add +0.7% | 1,832,248 | $71.8M |
| Cary Street Partners Financial LLC | 1.31% | Reduce -0.4% | 1,531,303 | $60.0M |
| Janney Montgomery Scott LLC | 0.11% | Add +8.4% | 1,493,118 | $58.5M |
| Stifel Financial Corp. | 0.05% | Add +24.4% | 1,467,980 | $57.6M |
| M&T Bank Corp | 0.16% | Add +4.2% | 1,427,038 | $56.0M |
| Francis Financial, Inc. | 8.18% | Add +13.1% | 1,271,353 | $49.8M |
| TCW Group Inc. | 0.31% | No change | 1,188,192 | $46.6M |
| Royal Bank of Canada | 0.01% | Add +49.3% | 1,012,787 | $39.7M |
| Keudell/Morrison Wealth Management | 7.50% | Reduce -8.1% | 1,011,488 | $39.7M |
| Peak Financial Advisors LLC | 14.45% | Add +40.1% | 889,796 | $34.9M |
| Family Manage LLC | 3.59% | Add +10.5% | 873,036 | $34.2M |
| Leelyn Smith, LLC | 3.92% | Add +3.9% | 821,976 | $32.2M |
| Morling Financial Advisors, LLC | 8.95% | Add +3.3% | 819,626 | $32.1M |
| Tectonic Advisors LLC | 1.42% | Add +9.4% | 751,867 | $29.5M |
| &partners | 0.12% | Add +266.6% | 743,655 | $29.2M |
| Highline Wealth Partners LLC | 5.40% | Add +3020.3% | 674,889 | $26.5M |
| Tidemark, LLC | 5.06% | Add +23.3% | 573,540 | $22.5M |
| Wealthspire Retirement, LLC | 1.19% | Add +3.3% | 553,711 | $21.6M |
| IHT Wealth Management, LLC | 0.45% | Add +32.9% | 542,760 | $21.3M |
| Weaver Capital Management LLC | 4.40% | No change | 507,700 | $19.9M |
| Madison Asset Management, LLC | 0.23% | Add +15.2% | 491,484 | $19.3M |
| True North Advisors, LLC | 1.82% | Reduce -4.8% | 484,709 | $19.0M |
| Exchange Traded Concepts, LLC | 0.09% | Reduce -5.8% | 462,376 | $18.1M |
| HighTower Advisors, LLC | 0.02% | Add +7.3% | 401,688 | $15.8M |
| Spectrum Wealth Advisory Group, LLC | 4.42% | Reduce -6.9% | 395,692 | $15.5M |
| Ducere Wealth Management LLC | 4.63% | Add +63.3% | 392,935 | $15.4M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +119.6% | 389,174 | $15.3M |
| WJ Wealth Management, LLC | 5.97% | Reduce -9.9% | 385,728 | $15.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -4.4% | 371,651 | $14.6M |
| Fagan Associates, Inc. | 1.76% | Add +1.0% | 364,876 | $14.3M |
| BlueStem Wealth Partners, LLC | 1.31% | Add +13.8% | 336,643 | $13.2M |
| Pasadena Private Wealth, LLC | 1.66% | Add +4.4% | 329,980 | $12.9M |
| Osaic Holdings, Inc. | 0.02% | Add +7.9% | 328,845 | $12.9M |
| Peak Financial Management, Inc. | 2.73% | Add +8.4% | 303,122 | $11.9M |
| Rothschild Wealth LLC | 0.95% | Add +12.3% | 302,671 | $11.9M |
| White & Co Financial Planning Inc | 7.31% | Add +15.9% | 300,921 | $11.8M |
| Beacon Financial Advisory LLC | 2.27% | Add +3.5% | 294,114 | $11.5M |
| Ausdal Financial Partners, Inc. | 0.41% | Add +2.4% | 269,410 | $10.6M |
| Rockefeller Capital Management L.P. | 0.02% | Add +36.8% | 263,746 | $10.3M |
| Baird Financial Group, Inc. | 0.01% | Add +4.3% | 243,521 | $9.5M |
| Anchor Capital Advisors LLC | 0.26% | Add +82.9% | 235,153 | $9.2M |
| Onyx Bridge Wealth Group LLC | 0.82% | Reduce -40.3% | 232,077 | $9.1M |
| Truist Financial Corp. | 0.01% | Add +53.3% | 222,831 | $8.7M |
| Arax Advisory Partners | 0.05% | Add +10.1% | 210,803 | $8.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +5.7% | 202,113 | $7.9M |
| 3EDGE Asset Management, LP | 0.34% | Add +4.2% | 192,682 | $7.6M |
| Etesian Wealth Advisors, Inc. | 2.13% | Add +22.7% | 183,506 | $7.2M |
| Bleakley Financial Group, LLC | 0.09% | New | 174,782 | $6.9M |
| Per Stirling Capital Management, LLC. | 0.62% | Add +13.4% | 166,953 | $6.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.5% | 162,865 | $6.4M |
| Mesirow Financial Investment Management, Inc. | 0.09% | Add +17.3% | 154,007 | $6.0M |
| Brookwood Investment Group LLC | 0.67% | Reduce -0.6% | 146,684 | $5.8M |
| Beckerman Institutional, LLC | 2.73% | Add +5.7% | 146,067 | $5.7M |
| KPP Advisory Services LLC | 0.70% | Add +24.3% | 141,810 | $5.6M |
| Equitable Holdings, Inc. | 0.03% | Add +51.6% | 131,987 | $5.2M |
| Cary Street Partners Investment Advisory LLC | 1.04% | Add +68.5% | 131,159 | $5.1M |
| Maridea Wealth Management LLC | 0.54% | Add +11.6% | 127,262 | $5.0M |
| JPMorgan Chase & Co. | 0.00% | Add +72.0% | 119,732 | $4.7M |
| Lunt Capital Management, Inc. | 1.69% | Reduce -2.5% | 117,344 | $4.6M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +13.0% | 110,888 | $4.3M |
| Channel Wealth LLC | 0.97% | New | 110,784 | $4.3M |
| Axxcess Wealth Management, LLC | 0.07% | Add +1.8% | 107,822 | $4.2M |
| ProCore Advisors, LLC | 5.07% | Add +9.2% | 104,261 | $4.1M |
| Bellevue Asset Management, LLC | 1.85% | Reduce -11.4% | 102,292 | $4.0M |
| Kestra Advisory Services, LLC | 0.01% | New | 102,179 | $4.0M |
| Marshall Investment Management, LLC | 1.65% | Reduce -0.0% | 101,483 | $4.0M |
| Jones Financial Companies LLLP | 0.00% | Add +80.4% | 90,998 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.4% | 79,516 | $3.1M |
| Liberty One Investment Management, LLC | 0.30% | Add +9.3% | 77,612 | $3.0M |
| D.A. Davidson & Co. | 0.02% | Add +4.0% | 75,500 | $3.0M |
| Tandem Financial, LLC | 0.95% | Reduce -3.3% | 75,140 | $2.9M |
| Mariner, LLC | 0.00% | Reduce -26.6% | 75,047 | $2.9M |
| Cetera Investment Advisers | 0.00% | Add +9.6% | 72,604 | $2.8M |
| Keystone Financial Group | 0.17% | Add +55.1% | 71,560 | $2.8M |
| Sanctuary Advisors, LLC | 0.01% | New | 70,170 | $2.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +75.0% | 61,140 | $2.4M |
| Concord Wealth Partners | 0.26% | Reduce -6.3% | 58,588 | $2.3M |
| Mather Group, Llc. | 0.02% | Add +14.9% | 58,557 | $2.3M |
| Frontier Asset Management, LLC | 0.40% | Add +18.3% | 57,510 | $2.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +6.3% | 56,432 | $2.2M |
| Spinnaker Investment Group, LLC | 0.33% | Add +272.0% | 52,581 | $2.1M |
| Fifth Third Bancorp | 0.00% | Add +427.2% | 49,152 | $1.9M |
| Diversified Portfolios, Inc. | 0.14% | Add +16.6% | 48,248 | $1.9M |
| Principal Securities, Inc. | 0.02% | Add +11.4% | 47,236 | $1.9M |
| Capital Square, LLC | 0.79% | Reduce -52.6% | 46,078 | $1.8M |
| Retirement Planning Group, LLC | 0.05% | Add +52.7% | 45,737 | $1.8M |
| Blue Jean Financial LLC | 1.12% | Add +12.3% | 40,876 | $1.6M |
| MML Investors Services, LLC | 0.00% | Add +32.9% | 39,829 | $1.6M |
| Atlas Wealth LLC | 0.25% | Reduce -34.8% | 39,793 | $1.6M |
| Cerity Partners LLC | 0.00% | Add +120.4% | 35,721 | $1.4M |
| Encompass More Asset Management | 0.20% | Add +17.2% | 35,596 | $1.4M |
"% of holder's portfolio" is FLXR's weight in each manager's 13F, not the share of TCW Flexible Income ETF the manager owns.