TCW CORE PLUS BOND ETF (FIXT) Institutional Ownership Changes & 13F Activity
TCW CORE PLUS BOND ETF (FIXT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Silveroak Wealth Management Llc, Morgan Stanley, Citadel Advisors Llc, Goldman Sachs Group Inc, and Benjamin Edwards Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -10,572 | -11.8% | 78,985 | $2.98M | Q2 2026 | Sep 23, 2026 |
| United Capital Financial Advisors, Llc | Sell | -6,193 | -14.2% | 37,409 | $1.41M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +296 | +3.9% | 7,903 | $298.66K | Q2 2026 | Aug 17, 2026 |
| Wells Fargo & Company/Mn | Buy | +15,309 | +7.8% | 211,549 | $7.99M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -10,129 | -20.7% | 38,817 | $1.47M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +5,057 | +5.7% | 93,711 | $3.54M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +529 | — | 529 | $20.05K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +115,062 | +5.3% | 2,288,612 | $86.49M | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +4,270 | — | 4,270 | $161.36K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +933 | +1.4% | 67,575 | $2.55M | Q2 2026 | Aug 12, 2026 |
| Lpl Financial Llc | Sell | -3,720 | -11.4% | 28,918 | $1.09M | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -2,282 | -16.4% | 11,667 | $441.00 | Q2 2026 | Jul 30, 2026 |
| Silveroak Wealth Management Llc | Buy | +265,257 | — | 265,257 | $10.02M | Q2 2026 | Jul 29, 2026 |
| Benjamin Edwards Inc | Sell | -30,040 | -3.1% | 932,852 | $35.25M | Q2 2026 | Jul 24, 2026 |
| Shum Financial Group, Inc. | Sell | -206 | -0.8% | 25,000 | $944.75K | Q2 2026 | Jul 22, 2026 |
| Merit Financial Group, Llc | Buy | +9,443 | — | 9,443 | $356.84K | Q2 2026 | Jul 20, 2026 |
| Fifth Third Securities, Inc. | Sell | -171 | -2.9% | 5,674 | $214.42K | Q2 2026 | Jul 15, 2026 |
| Signature Estate & Investment Advisors Llc | Buy | +93 | +1.3% | 7,375 | $278.71K | Q2 2026 | Jul 14, 2026 |
| Citadel Advisors Llc | Sell | -76,126 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Sell | -59,768 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Captrust Financial Advisors | Sell | -5,940 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Cwm, Llc | Sell | -4,592 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| 1620 Investment Advisors, Inc. | Sell | -485 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Jane Street Group, Llc | Sell | -23,132 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Ubs Group Ag | Sell | -123 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Trilogy Capital Inc. | Sell | -5,713 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 22, 2026 |
Frequently asked questions about FIXT activity
Which institutional owners are buying FIXT?
Institutional owners buying FIXT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FIXT activity?
"Buy" means an investor increased their reported position in FIXT compared to the prior reporting period. This reflects growing exposure to TCW CORE PLUS BOND ETF (FIXT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FIXT increasing?
Institutional interest in FIXT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.