TCW Flexible Income ETFFLXRETF
13F holders, Q1 2026 (March 31)161holders +19
28new positions
3sold out
1famous investor
$39.27avg. 13F price*
At the end of Q1 2026, 161 institutions reported holding TCW Flexible Income ETF (FLXR) in their 13F filings, up 19 from Q4 2025. 28 opened new positions and 3 sold out. The largest holders were Bank of America Corp. ($243.8M), Captrust Financial Advisors ($214.0M) and UBS Group AG ($140.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- TCW Flexible Income ETF
- Filed as
- TCW ETF TRUST (Q1 2026)
- CUSIP
- 29287L700
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $54.2M |
| Exits | 3 | $577K |
All 13F filers, Q4 2025 → Q1 2026: 10,227,734 shares bought and 499,494 shares sold, net +9,728,240 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 161 holders
| Bank of America Corp. | 0.02% | Add +29.4% | 6,207,962 | $243.8M |
| Captrust Financial Advisors | 0.37% | Add +5.4% | 5,449,636 | $214.0M |
| UBS Group AG | 0.03% | Add +23.8% | 3,586,459 | $140.8M |
| Morgan Stanley | 0.01% | Add +45.8% | 3,220,893 | $126.5M |
| LPL Financial LLC | 0.03% | Add +7.2% | 2,677,686 | $105.2M |
| First Pacific Financial | 11.56% | Add +5.1% | 2,285,970 | $89.8M |
| Morton Capital Management LLC | 10.63% | Add +11.2% | 1,820,059 | $71.5M |
| Raymond James Financial Inc. | 0.02% | Add +48.3% | 1,758,135 | $69.0M |
| Cary Street Partners Financial LLC | 1.50% | Add +4.4% | 1,536,935 | $60.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +18.9% | 1,530,888 | $60.1M |
| Janney Montgomery Scott LLC | 0.13% | Add +12.8% | 1,377,532 | $54.1M |
| M&T Bank Corp | 0.18% | Add +1.9% | 1,369,605 | $53.8M |
| Wells Fargo & Company | 0.01% | Add +59.1% | 1,288,949 | $50.6M |
| TCW Group Inc. | 0.35% | No change | 1,188,192 | $46.7M |
| Stifel Financial Corp. | 0.04% | Add +15.8% | 1,180,563 | $46.4M |
| Francis Financial, Inc. | 8.20% | Add +21.4% | 1,124,349 | $44.2M |
| Keudell/Morrison Wealth Management | 8.84% | Reduce -7.1% | 1,100,368 | $43.2M |
| Morling Financial Advisors, LLC | 9.61% | Add +7.5% | 793,655 | $31.2M |
| Leelyn Smith, LLC | 4.36% | Add +7.3% | 791,161 | $31.1M |
| Family Manage LLC | 3.72% | Add +100.8% | 789,776 | $31.0M |
| Tectonic Advisors LLC | 1.43% | Add +6.3% | 687,204 | $27.0M |
| Royal Bank of Canada | 0.01% | Add +3.5% | 678,313 | $26.6M |
| Peak Financial Advisors LLC | 11.04% | Reduce -1.1% | 635,012 | $24.9M |
| Wealthspire Retirement, LLC | 1.26% | New | 536,243 | $21.1M |
| True North Advisors, LLC | 2.28% | Add +42.4% | 508,913 | $20.0M |
| Weaver Capital Management LLC | 4.33% | Reduce -0.6% | 507,700 | $19.9M |
| Exchange Traded Concepts, LLC | 0.15% | Reduce -0.3% | 490,958 | $19.3M |
| Tidemark, LLC | 4.64% | Add +10.7% | 465,032 | $18.3M |
| WJ Wealth Management, LLC | 7.87% | Reduce -3.8% | 427,989 | $16.8M |
| Madison Asset Management, LLC | 0.21% | Add +71.0% | 426,822 | $16.8M |
| Spectrum Wealth Advisory Group, LLC | 6.21% | Add +12.6% | 425,095 | $16.7M |
| IHT Wealth Management, LLC | 0.37% | Add +115.5% | 408,368 | $16.0M |
| Onyx Bridge Wealth Group LLC | 1.64% | Add +17.7% | 388,997 | $15.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +17.5% | 388,728 | $15.3M |
| HighTower Advisors, LLC | 0.02% | Add +799.7% | 374,368 | $14.7M |
| Fagan Associates, Inc. | 1.97% | Add +1.4% | 361,180 | $14.2M |
| Cwm, LLC | 0.03% | Add +24.8% | 332,445 | $13.1M |
| Pasadena Private Wealth, LLC | 1.73% | Reduce -10.9% | 316,105 | $12.4M |
| Osaic Holdings, Inc. | 0.02% | Add +176.4% | 304,703 | $12.0M |
| BlueStem Wealth Partners, LLC | 1.29% | Add +5.8% | 295,697 | $11.6M |
| Beacon Financial Advisory LLC | 2.52% | Add +9.4% | 284,209 | $11.2M |
| Peak Financial Management, Inc. | 2.79% | Add +21.1% | 279,656 | $11.0M |
| Rothschild Wealth LLC | 0.96% | Add +12.9% | 269,643 | $10.6M |
| Ausdal Financial Partners, Inc. | 0.46% | Add +4.6% | 263,186 | $10.3M |
| White & Co Financial Planning Inc | 7.17% | Add +12.2% | 259,554 | $10.2M |
| Ducere Wealth Management LLC | 3.76% | Add +21.8% | 240,557 | $9.4M |
| Baird Financial Group, Inc. | 0.01% | Add +64.1% | 233,483 | $9.2M |
| &partners | 0.04% | Add +81.2% | 202,824 | $8.0M |
| Rockefeller Capital Management L.P. | 0.01% | New | 192,820 | $7.6M |
| Arax Advisory Partners | 0.21% | Add +10.5% | 191,547 | $7.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +4.5% | 191,303 | $7.5M |
| 3EDGE Asset Management, LP | 0.35% | Add +4.5% | 184,897 | $7.3M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +5.2% | 177,234 | $7.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +105.3% | 157,363 | $6.2M |
| Etesian Wealth Advisors, Inc. | 1.87% | Add +45.1% | 149,515 | $5.9M |
| Brookwood Investment Group LLC | 0.74% | Reduce -34.0% | 147,542 | $5.8M |
| Per Stirling Capital Management, LLC. | 0.64% | Add +2.2% | 147,258 | $5.8M |
| Truist Financial Corp. | 0.01% | Add +936.2% | 145,333 | $5.7M |
| Beckerman Institutional, LLC | 2.88% | Add +9.5% | 138,179 | $5.4M |
| Mesirow Financial Investment Management, Inc. | 0.08% | Add +86.6% | 131,296 | $5.2M |
| Anchor Capital Advisors LLC | 0.14% | New | 128,544 | $5.0M |
| Lunt Capital Management, Inc. | 1.81% | Add +7.3% | 120,342 | $4.7M |
| Bellevue Asset Management, LLC | 2.27% | Add +0.8% | 115,401 | $4.5M |
| KPP Advisory Services LLC | 0.65% | Add +90.7% | 114,093 | $4.5M |
| Maridea Wealth Management LLC | 0.65% | Add +17.1% | 114,040 | $4.5M |
| Citadel Advisors | 0.00% | New | 106,896 | $4.2M |
| Axxcess Wealth Management, LLC | 0.13% | Add +1.5% | 105,901 | $4.2M |
| Mariner, LLC | 0.00% | Add +16.7% | 102,294 | $4.0M |
| Marshall Investment Management, LLC | 1.91% | New | 101,528 | $4.0M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +6.7% | 98,095 | $3.9M |
| Capital Square, LLC | 1.77% | Reduce -5.2% | 97,305 | $3.8M |
| ProCore Advisors, LLC | 5.75% | Add +11.8% | 95,441 | $3.7M |
| Equitable Holdings, Inc. | 0.02% | Add +0.6% | 87,039 | $3.4M |
| Cary Street Partners Investment Advisory LLC | 0.78% | Add +31.2% | 77,850 | $3.1M |
| Tandem Financial, LLC | 1.03% | Add +88.5% | 77,705 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +23.3% | 76,893 | $3.0M |
| D.A. Davidson & Co. | 0.02% | Add +6.6% | 72,585 | $2.9M |
| Liberty One Investment Management, LLC | 0.29% | Add +45.0% | 70,997 | $2.8M |
| JPMorgan Chase & Co. | 0.00% | Add +105.7% | 69,594 | $2.7M |
| Cetera Investment Advisers | 0.00% | Reduce -13.0% | 66,224 | $2.6M |
| Concord Wealth Partners | 0.32% | Add +44.5% | 62,548 | $2.5M |
| Atlas Wealth LLC | 0.95% | Reduce -26.7% | 61,005 | $2.4M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -3.5% | 53,070 | $2.1M |
| Mather Group, Llc. | 0.02% | New | 50,955 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +21.5% | 50,436 | $2.0M |
| Frontier Asset Management, LLC | 0.40% | Reduce -9.6% | 48,612 | $1.9M |
| Keystone Financial Group | 0.12% | Add +14.4% | 46,126 | $1.8M |
| Principal Securities, Inc. | 0.02% | Add +9.6% | 42,390 | $1.7M |
| Diversified Portfolios, Inc. | 0.13% | Add +32.9% | 41,382 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 39,835 | $1.6M |
| Blue Jean Financial LLC | 1.18% | Add +7.0% | 36,415 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +121.2% | 34,948 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | Add +192.1% | 33,005 | $1.3M |
| Argent Trust Co | 0.04% | Reduce -9.3% | 32,613 | $1.3M |
| Encompass More Asset Management | 0.20% | Add +5.8% | 30,376 | $1.2M |
| Ariadne Wealth Management, LP | 0.53% | No change | 30,165 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -74.2% | 29,967 | $1.2M |
| Retirement Planning Group, LLC | 0.04% | New | 29,956 | $1.2M |
| Apollon Financial, LLC | 0.16% | Reduce -2.9% | 29,760 | $1.2M |
| UMB Bank, n.a. | 0.02% | No change | 28,231 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -39.5% | 27,093 | $1.1M |
| Alteri Wealth LLC | 0.31% | New | 24,269 | $953K |
| MPWM Advisory Solutions, LLC | 0.50% | New | 23,821 | $935K |
| DeLarme Wealth Management, Inc. | 0.59% | Add +3.9% | 23,280 | $914K |
| CAP Partners, LLC | 0.49% | Add +2.3% | 22,009 | $864K |
| Highline Wealth Partners LLC | 0.22% | New | 21,629 | $849K |
| Bridgewealth Advisory Group, LLC | 0.18% | Add +51.3% | 21,613 | $849K |
| Stratos Investment Management, LLC | 0.03% | Add +9.4% | 20,976 | $824K |
| Kavar Capital Partners Group, LLC | 0.10% | New | 20,153 | $791K |
| Advisory Services Network, LLC | 0.01% | Add +1.4% | 18,230 | $716K |
| Barnes Pettey Financial Advisors, LLC | 0.31% | Add +169.1% | 17,993 | $707K |
| Triton Financial Group Inc | 1.23% | Add +100.0% | 17,908 | $706K |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +14.1% | 17,260 | $678K |
| Cerity Partners LLC | 0.00% | New | 16,207 | $636K |
| Contango Wealth Management LLC | 0.69% | Reduce -86.1% | 14,977 | $588K |
| Arkadios Wealth Advisors | 0.01% | Reduce -2.8% | 14,733 | $579K |
| Wedbush Securities Inc. | 0.02% | Add +6.5% | 14,386 | $565K |
| Spinnaker Investment Group, LLC | 0.11% | Add +57.8% | 14,136 | $555K |
| COFG Advisors, LLC | 0.13% | Add +15.4% | 13,862 | $544K |
| Encompass Wealth Advisors, LLC | 0.19% | New | 13,600 | $534K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -6.8% | 13,092 | $514K |
| Harbour Investments, Inc. | 0.01% | Add +162.2% | 12,345 | $485K |
| Park Avenue Securities LLC | 0.00% | Add +3.4% | 12,280 | $482K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +8.5% | 11,493 | $451K |
| Prospera Financial Services Inc | 0.01% | Add +27.2% | 10,650 | $418K |
| Geneos Wealth Management Inc. | 0.01% | No change | 9,427 | $370K |
| Fifth Third Bancorp | 0.00% | New | 9,324 | $366K |
| Tucker Asset Management LLC | 0.11% | Reduce -26.9% | 9,281 | $364K |
| Cooper Financial Group | 0.04% | Add +0.0% | 9,157 | $360K |
| Peak Asset Management, LLC | 0.06% | Add +35.3% | 9,090 | $357K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +1.0% | 8,962 | $352K |
| HFG Advisors, Inc. | 0.24% | Reduce -22.4% | 8,844 | $347K |
| Nautilus Advisors LLC | 0.24% | Reduce -27.8% | 8,757 | $344K |
| World Investment Advisors | 0.01% | New | 8,545 | $336K |
| Bensler, LLC | 0.03% | Add +30.6% | 7,866 | $309K |
| OneAscent Financial Services LLC | 0.02% | New | 7,595 | $298K |
| NorthRock Partners, LLC | 0.00% | New | 7,521 | $295K |
| Darden Wealth Group Inc | 0.15% | Add +11.8% | 7,265 | $285K |
| Parallel Advisors, LLC | 0.01% | No change | 7,186 | $282K |
| Michels Family Financial, LLC | 0.20% | Reduce -2.5% | 6,968 | $274K |
| Atria Investments, Inc | 0.00% | Add +0.7% | 6,688 | $263K |
| Everett Harris & Co. | 0.00% | No change | 6,590 | $259K |
| OpenArc Corporate Advisory, LLC | 0.00% | Add +23.2% | 6,428 | $252K |
| EP Wealth Advisors, LLC | 0.00% | New | 6,283 | $247K |
| Mutual Advisors, LLC | 0.01% | New | 6,275 | $246K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 5,681 | $223K |
| Benjamin Edwards Inc. | 0.00% | New | 5,473 | $215K |
| Roberts Wealth Advisors, LLC | 0.05% | New | 5,255 | $206K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 5,230 | $205K |
| BLB&B Advisors, LLC | 0.01% | New | 5,122 | $201K |
| Hollencrest Capital Management | 0.00% | No change | 2,560 | $101K |
| IFP Advisors, Inc | 0.00% | Add +762.8% | 2,364 | $93K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.5% | 2,127 | $84K |
| BlackRock, Inc. | 0.00% | Reduce -0.6% | 1,122 | $44K |
| Private Trust Co. NA | 0.00% | Add +25.0% | 1,000 | $39K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +0.8% | 673 | $26K |
| True Wealth Design, LLC | 0.01% | New | 645 | $25K |
| Whittier Trust Co. | 0.00% | New | 500 | $20K |
| Tsfg, LLC | 0.00% | No change | 240 | $9K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -30.1% | 51 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1 | $39 |
"% of holder's portfolio" is FLXR's weight in each manager's 13F, not the share of TCW Flexible Income ETF the manager owns.