TCW FLEXIBLE INCOME ETF (FLXR) Institutional Shareholders
TCW FLEXIBLE INCOME ETF (FLXR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.56B in FLXR holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of FLXR tracked by InsiderSet, reporting ownership valued at approximately $295.81M 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 $288.80M, representing an estimated loss of -2.37% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed FLXR value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Captrust Financial Advisors, Morgan Stanley, and several other long-term asset managers with concentrated positions in TCW FLEXIBLE INCOME ETF (FLXR).
This page ranks the largest institutional FLXR 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
170
Total Reported Value
$2.56B
Largest Holder
Bank Of America Corp
Largest Position
$295.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.02% | 7,544,318 | $295,812,727 | $288,796,493 | -$7,016,234 | -2.37% | |
| Captrust Financial Advisors | 0.34% | 5,732,633 | $224,776,538 | $219,445,191 | -$5,331,347 | -2.37% | |
| Morgan Stanley | 0.01% | 4,236,138 | $166,098,986 | $162,159,363 | -$3,939,623 | -2.37% | |
| Ubs Group Ag | 0.03% | 4,185,097 | $164,097,653 | $160,205,513 | -$3,892,140 | -2.37% | |
| Lpl Financial Llc | 0.03% | 2,998,174 | $117,558,396 | $114,770,101 | -$2,788,295 | -2.37% | |
| Wells Fargo & Company/Mn | 0.02% | 2,568,138 | $100,696,672 | $98,308,323 | -$2,388,349 | -2.37% | |
| First Pacific Financial | 11.01% | 2,357,086 | $92,421,351 | $90,229,252 | -$2,192,099 | -2.37% | |
| Envestnet Asset Management Inc | 0.02% | 2,158,257 | $84,625,242 | $82,618,078 | -$2,007,164 | -2.37% | |
| Raymond James Financial Inc | 0.02% | 1,842,547 | $72,246,255 | $70,532,699 | -$1,713,556 | -2.37% | |
| Morton Capital Management Llc/Ca | 9.82% | 1,832,248 | $71,842,436 | $70,138,453 | -$1,703,983 | -2.37% | |
| Cary Street Partners Financial Llc | 1.31% | 1,531,303 | $60,042,366 | $58,618,279 | -$1,424,087 | -2.37% | |
| Janney Montgomery Scott Llc | 0.11% | 1,493,118 | $58,545,000 | $57,156,557 | -$1,388,443 | -2.37% | |
| Stifel Financial Corp | 0.05% | 1,467,980 | $57,559,644 | $56,194,274 | -$1,365,370 | -2.37% | |
| M&T Bank Corp | 0.18% | 1,369,605 | $53,784,741 | $52,428,479 | -$1,356,262 | -2.52% | |
| Francis Financial, Inc. | 8.18% | 1,271,353 | $49,849,759 | $48,667,393 | -$1,182,366 | -2.37% | |
| Royal Bank Of Canada | 0.01% | 1,012,787 | $39,712,000 | $38,769,486 | -$942,514 | -2.37% | |
| Keudell/Morrison Wealth Management | 7.50% | 1,011,488 | $39,660,429 | $38,719,761 | -$940,668 | -2.37% | |
| Peak Financial Advisors Llc | 14.45% | 889,796 | $34,888,900 | $34,061,391 | -$827,509 | -2.37% | |
| Family Manage Llc | 3.59% | 873,036 | $34,231,742 | $33,419,818 | -$811,924 | -2.37% | |
| Leelyn Smith, Llc | 3.92% | 821,976 | $32,229,674 | $31,465,241 | -$764,433 | -2.37% | |
| Morling Financial Advisors, Llc | 8.95% | 819,626 | $32,137,523 | $31,375,283 | -$762,240 | -2.37% | |
| Tectonic Advisors Llc | 1.42% | 751,867 | $29,480,705 | $28,781,469 | -$699,236 | -2.37% | |
| &Partners | 0.12% | 743,655 | $29,155,805 | $28,467,113 | -$688,692 | -2.36% | |
| Highline Wealth Partners Llc | 5.40% | 674,889 | $26,462,403 | $25,834,751 | -$627,652 | -2.37% | |
| Tidemark, Llc | 5.06% | 573,540 | $22,488,490 | $21,955,111 | -$533,379 | -2.37% | |
| Wealthspire Retirement, Llc | 1.19% | 553,711 | $21,634,392 | $21,196,057 | -$438,335 | -2.03% | |
| Iht Wealth Management, Llc | 0.45% | 542,760 | $21,281,612 | $20,776,853 | -$504,759 | -2.37% | |
| Weaver Capital Management Llc | 4.40% | 507,700 | $19,937,390 | $19,434,756 | -$502,634 | -2.52% | |
| Madison Asset Management, Llc | 0.23% | 491,484 | $19,271,075 | $18,814,008 | -$457,067 | -2.37% | |
| True North Advisors, Llc | 1.82% | 484,709 | $19,005,446 | $18,554,661 | -$450,785 | -2.37% | |
| Exchange Traded Concepts, Llc | 0.09% | 462,376 | $18,129,763 | $17,699,753 | -$430,010 | -2.37% | |
| Spectrum Wealth Advisory Group, Llc | 4.42% | 395,692 | $15,515,078 | $15,147,090 | -$367,988 | -2.37% | |
| Ducere Wealth Management Llc | 4.63% | 392,935 | $15,407,001 | $15,041,552 | -$365,449 | -2.37% | |
| Steward Partners Investment Advisory, Llc | 0.08% | 389,174 | $15,259,515 | $14,897,581 | -$361,934 | -2.37% | |
| Wj Wealth Management, Llc | 5.97% | 385,728 | $15,124,251 | $14,765,668 | -$358,583 | -2.37% | |
| Fagan Associates, Inc. | 1.76% | 364,876 | $14,306,770 | $13,967,453 | -$339,317 | -2.37% | |
| Bluestem Wealth Partners, Llc | 1.31% | 336,643 | $13,199,764 | $12,886,694 | -$313,070 | -2.37% | |
| Cwm, Llc | 0.03% | 332,445 | $13,055,099 | $12,725,995 | -$329,104 | -2.52% | |
| Pasadena Private Wealth, Llc | 1.65% | 329,980 | $12,938,528 | $12,631,634 | -$306,894 | -2.37% | |
| Osaic Holdings, Inc. | 0.02% | 328,845 | $12,894,573 | $12,588,187 | -$306,386 | -2.38% | |
| Peak Financial Management, Inc. | 2.73% | 303,122 | $11,885,448 | $11,603,510 | -$281,938 | -2.37% | |
| Rothschild Wealth Llc | 0.95% | 302,671 | $11,867,730 | $11,586,246 | -$281,484 | -2.37% | |
| White & Co Financial Planning Inc | 7.31% | 300,921 | $11,799,123 | $11,519,256 | -$279,867 | -2.37% | |
| Beacon Financial Advisory Llc | 2.27% | 294,114 | $11,532,197 | $11,258,684 | -$273,513 | -2.37% | |
| Ausdal Financial Partners, Inc. | 0.41% | 269,410 | $10,563,573 | $10,313,015 | -$250,558 | -2.37% | |
| Rockefeller Capital Management L.P. | 0.02% | 263,746 | $10,341,496 | $10,096,197 | -$245,299 | -2.37% | |
| Baird Financial Group, Inc. | 0.01% | 243,521 | $9,548,458 | $9,321,984 | -$226,474 | -2.37% | |
| Anchor Capital Advisors Llc | 0.26% | 235,153 | $9,220,349 | $9,001,657 | -$218,692 | -2.37% | |
| Onyx Bridge Wealth Group Llc | 0.82% | 232,077 | $9,099,751 | $8,883,908 | -$215,843 | -2.37% | |
| Truist Financial Corp | 0.01% | 222,831 | $8,737,210 | $8,529,971 | -$207,239 | -2.37% |
Frequently asked questions about FLXR
Who owns the most FLXR stock?
The largest holders of FLXR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for TCW FLEXIBLE INCOME ETF (FLXR).
Is FLXR widely held by superinvestors?
Many widely followed stocks like FLXR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FLXR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.