TCW Flexible Income ETFFLXRETF
13F holders, Q2 2025 (June 30)102holders +30
31new positions
2sold out
1famous investor
$39.45avg. 13F price*
At the end of Q2 2025, 102 institutions reported holding TCW Flexible Income ETF (FLXR) in their 13F filings, up 30 from Q1 2025. 31 opened new positions and 2 sold out. The largest holders were Captrust Financial Advisors ($168.4M), Bank of America Corp. ($102.4M) and First Pacific Financial ($74.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- TCW Flexible Income ETF
- Filed as
- TCW ETF TRUST (Q2 2025)
- CUSIP
- 29287L700
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $215.5M |
| Exits | 2 | $241K |
All 13F filers, Q1 2025 → Q2 2025: 10,945,834 shares bought and 163,274 shares sold, net +10,782,560 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 102 holders
| Captrust Financial Advisors | 0.38% | Add +5.0% | 4,268,785 | $168.4M |
| Bank of America Corp. | 0.01% | Add +142.2% | 2,594,650 | $102.4M |
| First Pacific Financial | 10.94% | New | 1,881,546 | $74.2M |
| LPL Financial LLC | 0.02% | Add +37.8% | 1,452,065 | $57.3M |
| Morton Capital Management LLC | 9.61% | Add +5.4% | 1,373,849 | $54.2M |
| Cary Street Partners Financial LLC | 1.44% | Add +13.6% | 1,303,769 | $51.4M |
| M&T Bank Corp | 0.17% | Reduce -3.1% | 1,257,737 | $49.6M |
| UBS Group AG | 0.01% | New | 1,172,725 | $46.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +15.6% | 1,044,858 | $41.2M |
| TCW Group Inc. | 0.30% | Add +431.5% | 977,529 | $38.6M |
| Francis Financial, Inc. | 6.91% | Add +64.9% | 757,595 | $29.9M |
| Morling Financial Advisors, LLC | 8.65% | New | 668,998 | $26.4M |
| Tectonic Advisors LLC | 1.30% | Add +8.3% | 564,993 | $22.3M |
| Peak Financial Advisors LLC | 11.05% | Add +267.3% | 547,259 | $21.6M |
| Stifel Financial Corp. | 0.02% | Add +1202.8% | 507,527 | $20.0M |
| Exchange Traded Concepts, LLC | 0.24% | Reduce -7.7% | 482,101 | $19.0M |
| Weaver Capital Management LLC | 3.98% | Add +6.4% | 410,194 | $16.2M |
| BlueStem Wealth Partners, LLC | 1.63% | Add +6.6% | 337,141 | $13.3M |
| Raymond James Financial Inc. | 0.00% | Add +5541.5% | 322,130 | $12.7M |
| Pasadena Private Wealth, LLC | 1.87% | Add +21.0% | 275,976 | $10.9M |
| Fagan Associates, Inc. | 1.48% | New | 242,581 | $9.6M |
| Ausdal Financial Partners, Inc. | 0.61% | New | 231,877 | $9.1M |
| WJ Wealth Management, LLC | 2.82% | Add +52.0% | 226,595 | $8.9M |
| White & Co Financial Planning Inc | 6.91% | Reduce -0.4% | 218,783 | $8.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -24.2% | 156,546 | $6.2M |
| Brookwood Investment Group LLC | 0.96% | New | 151,115 | $6.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +11.3% | 150,792 | $5.9M |
| Arax Advisory Partners | 0.27% | Add +42.1% | 150,089 | $5.9M |
| 3EDGE Asset Management, LP | 0.34% | Add +1.4% | 139,441 | $5.5M |
| Peak Financial Management, Inc. | 1.40% | New | 124,526 | $4.9M |
| Lunt Capital Management, Inc. | 1.87% | New | 123,749 | $4.9M |
| Siligmueller & Norvid Wealth Advisors LLC | 1.76% | New | 115,583 | $4.5M |
| Royal Bank of Canada | 0.00% | Add +1240.5% | 108,890 | $4.3M |
| Jane Street Group, LLC | 0.01% | New | 102,946 | $4.1M |
| Bellevue Asset Management, LLC | 1.97% | New | 102,568 | $4.0M |
| Tsfg, LLC | 0.72% | New | 100,550 | $4.0M |
| Beckerman Institutional, LLC | 2.52% | Add +88.2% | 96,235 | $3.8M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +25.1% | 90,274 | $3.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +10.2% | 89,321 | $3.5M |
| Cetera Investment Advisers | 0.01% | Add +133.3% | 79,532 | $3.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 72,063 | $2.8M |
| Leelyn Smith, LLC | 0.41% | Reduce -1.6% | 62,815 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +43.5% | 61,758 | $2.4M |
| Cwm, LLC | 0.01% | New | 60,601 | $2.4M |
| Madison Asset Management, LLC | 0.02% | New | 54,184 | $2.1M |
| Baird Financial Group, Inc. | 0.00% | Add +23.7% | 53,099 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +36.0% | 52,054 | $2.1M |
| Tandem Financial, LLC | 1.92% | Add +18.0% | 51,934 | $2.0M |
| Frontier Asset Management, LLC | 0.51% | Reduce -9.6% | 47,641 | $1.9M |
| Silver Oak Securities, Incorporated | 0.15% | New | 45,946 | $1.8M |
| Vantage Financial Partners, LLC | 0.42% | Add +228.5% | 45,735 | $1.8M |
| Citadel Advisors | 0.00% | New | 43,196 | $1.7M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Add +183.3% | 41,724 | $1.6M |
| Capital Square, LLC | 0.77% | Add +147.0% | 36,934 | $1.5M |
| Rovin Capital /Ut/ | 0.43% | Add +6.8% | 36,372 | $1.4M |
| KPP Advisory Services LLC | 0.24% | New | 36,184 | $1.4M |
| Argent Trust Co | 0.05% | Add +21.7% | 33,103 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +27.5% | 32,147 | $1.3M |
| Ariadne Wealth Management, LP | 0.57% | Reduce -19.3% | 30,165 | $1.2M |
| Old Mission Capital LLC | 0.03% | New | 28,900 | $1.1M |
| UMB Bank, n.a. | 0.02% | No change | 28,231 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.6% | 26,846 | $1.1M |
| Napa Wealth Management | 0.46% | Add +20.2% | 24,632 | $972K |
| Apollon Financial, LLC | 0.20% | Add +328.9% | 24,535 | $968K |
| Axxcess Wealth Management, LLC | 0.02% | New | 22,446 | $885K |
| Mariner, LLC | 0.00% | Add +4.2% | 21,882 | $863K |
| Advisory Services Network, LLC | 0.01% | Add +4.1% | 21,516 | $849K |
| CAP Partners, LLC | 0.49% | Add +7.0% | 19,881 | $784K |
| Principal Securities, Inc. | 0.01% | Add +301.3% | 19,807 | $781K |
| Keystone Financial Group | 0.06% | Reduce -5.5% | 17,018 | $671K |
| Bridgewealth Advisory Group, LLC | 0.16% | Add +48.0% | 16,173 | $638K |
| Concord Asset Management, LLC | 0.09% | New | 15,846 | $625K |
| Concord Wealth Partners | 0.09% | Add +21.4% | 15,846 | $625K |
| Arkadios Wealth Advisors | 0.02% | Reduce -1.6% | 15,391 | $607K |
| Wedbush Securities Inc. | 0.02% | No change | 14,939 | $589K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -0.6% | 13,909 | $549K |
| Geneos Wealth Management Inc. | 0.01% | Add +3678.3% | 13,564 | $535K |
| Cooper Financial Group | 0.06% | Reduce -0.2% | 12,779 | $504K |
| &partners | 0.00% | Add +12.8% | 12,734 | $502K |
| Global Retirement Partners, LLC | 0.01% | — | 10,731 | $423K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 10,358 | $409K |
| Etesian Wealth Advisors, Inc. | 0.15% | New | 10,125 | $399K |
| Equitable Holdings, Inc. | 0.00% | Add +89.0% | 9,746 | $384K |
| Park Avenue Securities LLC | 0.00% | New | 8,950 | $353K |
| Jones Financial Companies LLLP | 0.00% | Add +160.4% | 8,279 | $327K |
| Michels Family Financial, LLC | 0.26% | Add +1.3% | 7,819 | $308K |
| Parallel Advisors, LLC | 0.01% | New | 7,186 | $283K |
| Atria Investments, Inc | 0.00% | New | 7,140 | $282K |
| Nautilus Advisors LLC | 0.20% | Reduce -15.5% | 7,055 | $278K |
| IHT Wealth Management, LLC | 0.01% | New | 6,814 | $269K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 6,810 | $269K |
| Everett Harris & Co. | 0.00% | No change | 6,590 | $260K |
| Cary Street Partners Investment Advisory LLC | 0.12% | Add +42.4% | 6,028 | $238K |
| Wellspring Financial Advisors, LLC | 0.02% | New | 5,303 | $209K |
| Litman Gregory Wealth Management LLC | 0.02% | No change | 5,230 | $206K |
| Thoroughbred Financial Services, LLC | 0.01% | Reduce -60.7% | 5,075 | $200K |
| AE Wealth Management LLC | 0.00% | Add +13.2% | 3,236 | $128K |
| Hollencrest Capital Management | 0.00% | No change | 2,560 | $101K |
| PNC Financial Services Group, Inc. | 0.00% | Add +67.8% | 2,294 | $91K |
| Comerica Bank | 0.00% | New | 1,580 | $62K |
| Morgan Stanley | 0.00% | No change | 300 | $12K |
| IFP Advisors, Inc | 0.00% | New | 262 | $10K |
"% of holder's portfolio" is FLXR's weight in each manager's 13F, not the share of TCW Flexible Income ETF the manager owns.