TCW Flexible Income ETFFLXRETF
13F holders, Q4 2025 (December 31)142holders +24
20new positions
3sold out
$39.60avg. 13F price*
At the end of Q4 2025, 142 institutions reported holding TCW Flexible Income ETF (FLXR) in their 13F filings, up 24 from Q3 2025. 20 opened new positions and 3 sold out. The largest holders were Captrust Financial Advisors ($204.7M), Bank of America Corp. ($190.0M) and UBS Group AG ($114.7M).
- Company
- TCW Flexible Income ETF
- Filed as
- TCW ETF TRUST (Q4 2025)
- CUSIP
- 29287L700
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $96.5M |
| Exits | 3 | $4.3M |
All 13F filers, Q3 2025 → Q4 2025: 10,510,728 shares bought and 658,579 shares sold, net +9,852,149 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 142 holders
| Captrust Financial Advisors | 0.39% | Add +7.8% | 5,169,200 | $204.7M |
| Bank of America Corp. | 0.01% | Add +26.2% | 4,798,931 | $190.0M |
| UBS Group AG | 0.02% | Add +25.8% | 2,897,393 | $114.7M |
| LPL Financial LLC | 0.03% | Add +13.8% | 2,498,998 | $99.0M |
| Morgan Stanley | 0.01% | Add +416.0% | 2,209,223 | $87.5M |
| First Pacific Financial | 11.25% | Add +12.3% | 2,175,863 | $86.2M |
| Morton Capital Management LLC | 9.95% | Add +11.2% | 1,636,647 | $64.8M |
| Cary Street Partners Financial LLC | 1.44% | Add +3.5% | 1,471,817 | $58.3M |
| M&T Bank Corp | 0.17% | Add +2.5% | 1,344,239 | $53.2M |
| Envestnet Asset Management Inc. | 0.02% | Add +4.3% | 1,287,804 | $51.0M |
| Janney Montgomery Scott LLC | 0.11% | Add +21.7% | 1,221,187 | $48.4M |
| TCW Group Inc. | 0.34% | No change | 1,188,192 | $47.1M |
| Raymond James Financial Inc. | 0.01% | Add +62.4% | 1,185,900 | $47.0M |
| Keudell/Morrison Wealth Management | 9.86% | — | 1,184,988 | $46.9M |
| Stifel Financial Corp. | 0.04% | Add +11.3% | 1,019,664 | $40.4M |
| Francis Financial, Inc. | 7.18% | Add +11.0% | 926,037 | $36.7M |
| Wells Fargo & Company | 0.01% | New | 810,120 | $32.1M |
| Morling Financial Advisors, LLC | 9.22% | Add +6.6% | 738,344 | $29.2M |
| Leelyn Smith, LLC | 4.22% | Add +1085.8% | 737,526 | $29.2M |
| Royal Bank of Canada | 0.00% | Add +40.1% | 655,133 | $25.9M |
| Tectonic Advisors LLC | 1.35% | Add +9.8% | 646,449 | $25.6M |
| Peak Financial Advisors LLC | 11.43% | Add +2.7% | 642,274 | $25.4M |
| Weaver Capital Management LLC | 4.28% | Add +9.8% | 510,726 | $20.2M |
| Exchange Traded Concepts, LLC | 0.16% | Add +3.9% | 492,595 | $19.5M |
| WJ Wealth Management, LLC | 7.71% | Add +0.6% | 444,973 | $17.6M |
| Tidemark, LLC | 4.73% | Add +11.6% | 420,017 | $16.6M |
| Family Manage LLC | 1.97% | New | 393,313 | $15.6M |
| Spectrum Wealth Advisory Group, LLC | 5.50% | Add +2124.3% | 377,660 | $15.0M |
| True North Advisors, LLC | 1.83% | New | 357,357 | $14.2M |
| Fagan Associates, Inc. | 1.88% | Add +16.3% | 356,366 | $14.1M |
| Pasadena Private Wealth, LLC | 1.93% | Add +4.8% | 354,615 | $14.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +50.8% | 330,908 | $13.1M |
| Onyx Bridge Wealth Group LLC | 1.39% | Add +36.4% | 330,423 | $13.1M |
| BlueStem Wealth Partners, LLC | 1.22% | Reduce -29.2% | 279,374 | $11.1M |
| Cwm, LLC | 0.03% | Add +31.8% | 266,395 | $10.5M |
| Beacon Financial Advisory LLC | 2.38% | New | 259,835 | $10.3M |
| Ausdal Financial Partners, Inc. | 0.46% | Add +2.9% | 251,583 | $10.0M |
| Madison Asset Management, LLC | 0.11% | Add +5.8% | 249,639 | $9.9M |
| Rothschild Wealth LLC | 0.91% | New | 238,726 | $9.5M |
| White & Co Financial Planning Inc | 6.85% | Reduce -0.3% | 231,422 | $9.2M |
| Peak Financial Management, Inc. | 2.36% | Add +15.9% | 230,918 | $9.1M |
| Brookwood Investment Group LLC | 1.07% | Reduce -48.5% | 223,732 | $8.9M |
| Ducere Wealth Management LLC | 3.02% | — | 197,500 | $7.8M |
| IHT Wealth Management, LLC | 0.18% | Add +1856.4% | 189,535 | $7.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.9% | 183,134 | $7.3M |
| 3EDGE Asset Management, LP | 0.36% | Add +28.2% | 176,990 | $7.0M |
| Arax Advisory Partners | 0.20% | New | 173,381 | $6.9M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +21.2% | 168,404 | $6.7M |
| Per Stirling Capital Management, LLC. | 0.64% | Add +3.3% | 144,062 | $5.7M |
| Baird Financial Group, Inc. | 0.01% | Add +45.6% | 142,255 | $5.6M |
| Beckerman Institutional, LLC | 2.81% | Add +6.8% | 126,218 | $5.0M |
| MML Investors Services, LLC | 0.01% | Add +40.1% | 116,116 | $4.6M |
| Bellevue Asset Management, LLC | 1.47% | Add +1.2% | 114,516 | $4.5M |
| Lunt Capital Management, Inc. | 1.66% | Reduce -6.6% | 112,190 | $4.4M |
| &partners | 0.02% | Add +61.3% | 111,953 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -35.4% | 110,238 | $4.4M |
| Contango Wealth Management LLC | 4.77% | — | 107,854 | $4.3M |
| Axxcess Wealth Management, LLC | 0.07% | Add +5.3% | 104,291 | $4.1M |
| Etesian Wealth Advisors, Inc. | 1.28% | Add +47.9% | 103,037 | $4.1M |
| Capital Square, LLC | 2.07% | Reduce -21.8% | 102,650 | $4.1M |
| Maridea Wealth Management LLC | 0.58% | Add +26.7% | 97,367 | $3.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -8.2% | 91,967 | $3.6M |
| Mariner, LLC | 0.00% | Add +41.5% | 87,631 | $3.5M |
| Equitable Holdings, Inc. | 0.02% | Add +97.6% | 86,530 | $3.4M |
| ProCore Advisors, LLC | 3.47% | — | 85,374 | $3.4M |
| Atlas Wealth LLC | 1.31% | Add +4.7% | 83,224 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +21.9% | 76,654 | $3.0M |
| Cetera Investment Advisers | 0.00% | Reduce -8.9% | 76,156 | $3.0M |
| Mesirow Financial Investment Management, Inc. | 0.06% | Reduce -16.4% | 70,346 | $2.8M |
| D.A. Davidson & Co. | 0.02% | Add +3.7% | 68,092 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +25.9% | 62,372 | $2.5M |
| KPP Advisory Services LLC | 0.34% | Add +21.5% | 59,818 | $2.4M |
| Cary Street Partners Investment Advisory LLC | 0.63% | Add +884.3% | 59,332 | $2.3M |
| Vantage Financial Partners, LLC | 0.45% | Add +12.8% | 55,896 | $2.2M |
| Oppenheimer & Co. Inc. | 0.03% | Add +53.7% | 55,014 | $2.2M |
| Frontier Asset Management, LLC | 0.49% | Add +5.7% | 53,771 | $2.1M |
| Liberty One Investment Management, LLC | 0.25% | New | 48,947 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.1% | 44,756 | $1.8M |
| Concord Wealth Partners | 0.22% | Add +34.9% | 43,299 | $1.7M |
| HighTower Advisors, LLC | 0.00% | New | 41,611 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +114.0% | 41,519 | $1.6M |
| Keystone Financial Group | 0.12% | Add +31.5% | 40,315 | $1.6M |
| Tandem Financial, LLC | 1.93% | Reduce -28.4% | 41,234 | $1.6M |
| Rovin Capital /Ut/ | 0.42% | Add +6.9% | 39,634 | $1.6M |
| Principal Securities, Inc. | 0.02% | Add +25.2% | 38,662 | $1.5M |
| Argent Trust Co | 0.05% | Add +8.6% | 35,948 | $1.4M |
| Blue Jean Financial LLC | 1.09% | — | 34,030 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Add +12337.5% | 33,830 | $1.3M |
| Diversified Portfolios, Inc. | 0.10% | Add +341.8% | 31,148 | $1.2M |
| Apollon Financial, LLC | 0.18% | Reduce -3.4% | 30,646 | $1.2M |
| Ariadne Wealth Management, LP | 0.49% | No change | 30,165 | $1.2M |
| Encompass More Asset Management | 0.21% | New | 28,722 | $1.1M |
| UMB Bank, n.a. | 0.01% | No change | 28,231 | $1.1M |
| DeLarme Wealth Management, Inc. | 0.63% | — | 22,411 | $887K |
| CAP Partners, LLC | 0.48% | Add +3.6% | 21,520 | $852K |
| Stratos Investment Management, LLC | 0.03% | Reduce -0.2% | 19,172 | $759K |
| Advisory Services Network, LLC | 0.01% | Reduce -17.5% | 17,987 | $712K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 15,801 | $626K |
| Arkadios Wealth Advisors | 0.01% | Reduce -1.4% | 15,160 | $600K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 15,134 | $600K |
"% of holder's portfolio" is FLXR's weight in each manager's 13F, not the share of TCW Flexible Income ETF the manager owns.