FIXT Institutional Ownership & Shareholders
TCW CORE PLUS BOND ETF (FIXT) is currently held by 24 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $164.80M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of FIXT tracked by InsiderSet, reporting ownership valued at approximately $86.49M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $83.80M, representing an estimated loss of -3.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed FIXT value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Benjamin Edwards Inc, Silveroak Wealth Management Llc, and several other long-term asset managers with concentrated positions in TCW CORE PLUS BOND ETF (FIXT).
This page ranks the largest institutional FIXT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
24
Total Reported Value
$164.80M
Largest Holder
Morgan Stanley
Largest Position
$86.49M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 2,288,612 | $86,486,444 | $83,803,021 | -$2,683,423 | -3.10% | |
| Benjamin Edwards Inc | 0.32% | 932,852 | $35,251,343 | $34,158,615 | -$1,092,728 | -3.10% | |
| Silveroak Wealth Management Llc | 2.28% | 533,126 | $19,152,965 | $19,521,688 | +$368,723 | +1.93% | |
| Wells Fargo & Company/Mn | 0.00% | 211,549 | $7,994,416 | $7,746,374 | -$248,042 | -3.10% | |
| Osaic Holdings, Inc. | 0.00% | 93,711 | $3,541,263 | $3,431,453 | -$109,810 | -3.10% | |
| Envestnet Asset Management Inc | 0.00% | 78,985 | $2,984,847 | $2,892,225 | -$92,622 | -3.10% | |
| Stifel Financial Corp | 0.00% | 67,575 | $2,553,652 | $2,474,421 | -$79,231 | -3.10% | |
| Raymond James Financial Inc | 0.00% | 38,817 | $1,466,890 | $1,421,378 | -$45,512 | -3.10% | |
| United Capital Financial Advisors, Llc | 0.01% | 37,409 | $1,411,767 | $1,369,820 | -$41,947 | -2.97% | |
| Lpl Financial Llc | 0.00% | 28,918 | $1,092,815 | $1,058,902 | -$33,913 | -3.10% | |
| Shum Financial Group, Inc. | 0.51% | 24,749 | $889,136 | $906,244 | +$17,108 | +1.92% | |
| Royal Bank Of Canada | 0.00% | 11,016 | $416,000 | $403,377 | -$12,623 | -3.03% | |
| Merit Financial Group, Llc | 0.00% | 9,443 | $356,836 | $345,778 | -$11,058 | -3.10% | |
| Equitable Holdings, Inc. | 0.00% | 7,903 | $298,660 | $289,387 | -$9,273 | -3.10% | |
| Signature Estate & Investment Advisors Llc | 0.00% | 6,540 | $234,946 | $239,478 | +$4,532 | +1.93% | |
| Fifth Third Securities, Inc. | 0.01% | 5,605 | $201,364 | $205,241 | +$3,877 | +1.93% | |
| Cwm, Llc | 0.00% | 4,592 | $173,985 | $168,147 | -$5,838 | -3.36% | |
| Newedge Advisors, Llc | 0.00% | 4,270 | $161,358 | $156,356 | -$5,002 | -3.10% | |
| Godfrey Financial Associates, Inc. | 0.04% | 1,247 | $47,124 | $45,662 | -$1,462 | -3.10% | |
| Harbor Investment Advisory, Llc | 0.00% | 1,190 | $42,752 | $43,575 | +$823 | +1.92% | |
| Jones Financial Companies Lllp | 0.00% | 529 | $20,049 | $19,371 | -$678 | -3.38% | |
| Ifp Advisors, Inc | 0.00% | 392 | $14,083 | $14,354 | +$271 | +1.92% | |
| Fifth Third Bancorp | 0.00% | 150 | $5,668 | $5,493 | -$175 | -3.09% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 11,667 | $441 | $427,215 | +$426,774 | +96774.20% |
Frequently asked questions about FIXT
Who are the largest institutional holders of FIXT?
The largest institutional holders of FIXT reported in the latest SEC Form 13F filings include Morgan Stanley, Benjamin Edwards Inc, Silveroak Wealth Management Llc, Wells Fargo & Company/Mn, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported FIXT position.
What is FIXT institutional ownership?
This page tracks FIXT positions reported by institutional investment managers through SEC Form 13F. TCW CORE PLUS BOND ETF (FIXT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FIXT?
InsiderSet currently tracks 24 institutional managers reporting FIXT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FIXT shareholders.
How much FIXT stock do institutions own?
Institutional investment managers disclosed approximately $164.80M in FIXT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FIXT institutional ownership last updated?
The latest FIXT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FIXT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FIXT position after the reporting date.
Are institutions buying or selling FIXT?
Institutional buying and selling can be analyzed by comparing FIXT positions across consecutive 13F reporting periods. InsiderSet's FIXT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FIXT ownership changes.
How has FIXT institutional ownership changed over time?
InsiderSet tracks FIXT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.