FLXR Institutional Ownership & Shareholders
TCW FLEXIBLE INCOME ETF (FLXR) is currently held by 175 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.56B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $288.19M, representing an estimated loss of -2.58% 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
175
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
53
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 | $288,192,948 | -$7,619,779 | -2.58% | |
| Captrust Financial Advisors | 0.34% | 5,732,633 | $224,776,538 | $218,986,581 | -$5,789,957 | -2.58% | |
| Morgan Stanley | 0.01% | 4,236,138 | $166,098,986 | $161,820,472 | -$4,278,514 | -2.58% | |
| Ubs Group Ag | 0.03% | 4,185,097 | $164,097,653 | $159,870,705 | -$4,226,948 | -2.58% | |
| Lpl Financial Llc | 0.03% | 2,998,174 | $117,558,396 | $114,530,247 | -$3,028,149 | -2.58% | |
| Wells Fargo & Company/Mn | 0.02% | 2,568,138 | $100,696,672 | $98,102,872 | -$2,593,800 | -2.58% | |
| First Pacific Financial | 9.34% | 2,406,410 | $91,275,145 | $91,924,862 | +$649,717 | +0.71% | |
| Envestnet Asset Management Inc | 0.02% | 2,158,257 | $84,625,242 | $82,445,417 | -$2,179,825 | -2.58% | |
| Raymond James Financial Inc | 0.02% | 1,842,547 | $72,246,255 | $70,385,295 | -$1,860,960 | -2.58% | |
| Morton Capital Management Llc/Ca | 8.60% | 1,878,081 | $71,235,617 | $71,742,694 | +$507,077 | +0.71% | |
| Cary Street Partners Financial Llc | 1.31% | 1,531,303 | $60,042,366 | $58,495,775 | -$1,546,591 | -2.58% | |
| Janney Montgomery Scott Llc | 0.11% | 1,493,118 | $58,545,000 | $57,037,108 | -$1,507,892 | -2.58% | |
| Stifel Financial Corp | 0.05% | 1,467,980 | $57,559,644 | $56,076,836 | -$1,482,808 | -2.58% | |
| M&T Bank Corp | 0.18% | 1,369,605 | $53,784,741 | $52,318,911 | -$1,465,830 | -2.73% | |
| Francis Financial, Inc. | 8.18% | 1,271,353 | $49,849,759 | $48,565,685 | -$1,284,074 | -2.58% | |
| Royal Bank Of Canada | 0.01% | 1,012,787 | $39,712,000 | $38,688,463 | -$1,023,537 | -2.58% | |
| Keudell/Morrison Wealth Management | 6.92% | 1,025,813 | $38,909,086 | $39,186,057 | +$276,971 | +0.71% | |
| Peak Financial Advisors Llc | 15.05% | 920,457 | $34,912,919 | $35,161,457 | +$248,538 | +0.71% | |
| Family Manage Llc | 3.59% | 873,036 | $34,231,742 | $33,349,975 | -$881,767 | -2.58% | |
| Morling Financial Advisors, Llc | 8.69% | 852,484 | $32,334,734 | $32,564,889 | +$230,155 | +0.71% | |
| Leelyn Smith, Llc | 3.92% | 821,976 | $32,229,674 | $31,399,483 | -$830,191 | -2.58% | |
| Tectonic Advisors Llc | 1.48% | 841,815 | $31,930,055 | $32,157,333 | +$227,278 | +0.71% | |
| &Partners | 0.12% | 743,655 | $29,155,805 | $28,407,621 | -$748,184 | -2.57% | |
| Highline Wealth Partners Llc | 4.33% | 601,843 | $22,827,890 | $22,990,403 | +$162,513 | +0.71% | |
| Tidemark, Llc | 5.06% | 573,540 | $22,488,490 | $21,909,228 | -$579,262 | -2.58% | |
| Weaver Capital Management Llc | 4.20% | 581,107 | $22,041,379 | $22,198,287 | +$156,908 | +0.71% | |
| Wealthspire Retirement, Llc | 1.19% | 553,711 | $21,634,392 | $21,151,760 | -$482,632 | -2.23% | |
| Iht Wealth Management, Llc | 0.45% | 542,760 | $21,281,612 | $20,733,432 | -$548,180 | -2.58% | |
| Madison Asset Management, Llc | 0.23% | 491,484 | $19,271,075 | $18,774,689 | -$496,386 | -2.58% | |
| Exchange Traded Concepts, Llc | 0.08% | 467,083 | $17,716,458 | $17,842,571 | +$126,113 | +0.71% | |
| True North Advisors, Llc | 1.29% | 458,562 | $17,393,262 | $17,517,068 | +$123,806 | +0.71% | |
| Ducere Wealth Management Llc | 4.63% | 392,935 | $15,407,001 | $15,010,117 | -$396,884 | -2.58% | |
| Steward Partners Investment Advisory, Llc | 0.08% | 389,174 | $15,259,515 | $14,866,447 | -$393,068 | -2.58% | |
| Wj Wealth Management, Llc | 5.97% | 385,728 | $15,124,251 | $14,734,810 | -$389,441 | -2.57% | |
| Fagan Associates, Inc. | 1.65% | 373,404 | $14,163,205 | $14,264,033 | +$100,828 | +0.71% | |
| Bluestem Wealth Partners, Llc | 1.31% | 336,643 | $13,199,764 | $12,859,763 | -$340,001 | -2.58% | |
| White & Co Financial Planning Inc | 8.71% | 335,656 | $13,181,194 | $12,822,059 | -$359,135 | -2.72% | |
| Cwm, Llc | 0.03% | 332,445 | $13,055,099 | $12,699,399 | -$355,700 | -2.72% | |
| Pasadena Private Wealth, Llc | 1.65% | 329,980 | $12,938,528 | $12,605,236 | -$333,292 | -2.58% | |
| Osaic Holdings, Inc. | 0.02% | 328,845 | $12,894,573 | $12,561,879 | -$332,694 | -2.58% | |
| Peak Financial Management, Inc. | 2.69% | 313,345 | $11,885,190 | $11,969,779 | +$84,589 | +0.71% | |
| Rothschild Wealth Llc | 0.95% | 302,671 | $11,867,730 | $11,562,032 | -$305,698 | -2.58% | |
| Ausdal Financial Partners, Inc. | 0.41% | 269,410 | $10,563,573 | $10,291,462 | -$272,111 | -2.58% | |
| Rockefeller Capital Management L.P. | 0.02% | 263,746 | $10,341,496 | $10,075,097 | -$266,399 | -2.58% | |
| Beacon Financial Advisory Llc | 1.93% | 268,796 | $10,195,434 | $10,268,007 | +$72,573 | +0.71% | |
| Baird Financial Group, Inc. | 0.01% | 243,521 | $9,548,458 | $9,302,502 | -$245,956 | -2.58% | |
| Jgp Wealth Management, Llc | 0.83% | 247,974 | $9,405,654 | $9,472,607 | +$66,953 | +0.71% | |
| Anchor Capital Advisors Llc | 0.26% | 235,153 | $9,220,349 | $8,982,845 | -$237,504 | -2.58% | |
| Breakwater Capital Group | 1.01% | 225,392 | $8,549,136 | $8,609,974 | +$60,838 | +0.71% | |
| Truist Financial Corp | 0.01% | 225,376 | $8,548,500 | $8,609,363 | +$60,863 | +0.71% |
Frequently asked questions about FLXR
Who are the largest institutional holders of FLXR?
The largest institutional holders of FLXR reported in the latest SEC Form 13F filings include Bank Of America Corp, Captrust Financial Advisors, Morgan Stanley, Ubs Group Ag, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported FLXR position.
What is FLXR institutional ownership?
This page tracks FLXR positions reported by institutional investment managers through SEC Form 13F. TCW FLEXIBLE INCOME ETF (FLXR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FLXR?
InsiderSet currently tracks 175 institutional managers reporting FLXR 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 FLXR shareholders.
How much FLXR stock do institutions own?
Institutional investment managers disclosed approximately $2.56B in FLXR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FLXR institutional ownership last updated?
The latest FLXR 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 FLXR 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 FLXR position after the reporting date.
Are institutions buying or selling FLXR?
Institutional buying and selling can be analyzed by comparing FLXR positions across consecutive 13F reporting periods. InsiderSet's FLXR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FLXR ownership changes.
How has FLXR institutional ownership changed over time?
InsiderSet tracks FLXR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.