Who owns TCW Core Plus Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FIXT from SEC Form 13F filings across 23 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 23 institutions disclosed 4.1M shares of TCW Core Plus Bond ETF worth $156.1M — about 48.3% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
23
13F holders
$156.1M
value, 2026 filers
48.3%
of shares outstanding (4.1M sh)
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FIXT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2.3M | $86.5M | 0.0% | 26.8% | +5.3% |
| 2 | BENJAMIN EDWARDS INC | 932,852 | $35.3M | 0.3% | 10.9% | -3.1% |
| 3 | SilverOak Wealth Management LLCNEW | 265,257 | $10.0M | 1.3% | 3.1% | new |
| 4 | WELLS FARGO & COMPANY/MN | 211,549 | $8.0M | 0.0% | 2.5% | +7.8% |
| 5 | OSAIC HOLDINGS, INC. | 93,711 | $3.5M | 0.0% | 1.1% | +5.7% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 78,985 | $3.0M | 0.0% | 0.9% | -11.8% |
| 7 | STIFEL FINANCIAL CORP | 67,575 | $2.6M | 0.0% | 0.8% | +1.4% |
| 8 | RAYMOND JAMES FINANCIAL INC | 38,817 | $1.5M | 0.0% | 0.5% | -20.7% |
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37,409 | $1.4M | 0.0% | 0.4% | -14.2% |
| 10 | LPL Financial LLC | 28,918 | $1.1M | 0.0% | 0.3% | -11.4% |
| 11 | Shum Financial Group, Inc. | 25,000 | $944,751 | 0.6% | 0.3% | -0.8% |
| 12 | Cambridge Investment Research Advisors, Inc. | 11,667 | $441,000 | 0.0% | 0.1% | -16.4% |
| 13 | ROYAL BANK OF CANADA | 11,016 | $416,000 | 0.0% | 0.1% | 0.0% |
| 14 | Merit Financial Group, LLCNEW | 9,443 | $356,836 | 0.0% | 0.1% | new |
| 15 | Equitable Holdings, Inc. | 7,903 | $298,660 | 0.0% | 0.1% | +3.9% |
| 16 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 7,375 | $278,710 | 0.0% | 0.1% | +1.3% |
| 17 | Fifth Third Securities, Inc. | 5,674 | $214,420 | 0.0% | 0.1% | -2.9% |
| 18 | NewEdge Advisors, LLCNEW | 4,270 | $161,358 | 0.0% | 0% | new |
| 19 | Godfrey Financial Associates, Inc. | 1,247 | $47,124 | 0.0% | 0% | 0.0% |
| 20 | HARBOR INVESTMENT ADVISORY, LLC | 1,190 | $44,970 | 0.0% | 0% | 0.0% |
| 21 | JONES FINANCIAL COMPANIES LLLPNEW | 529 | $20,049 | 0.0% | 0% | new |
| 22 | IFP Advisors, Inc | 392 | $14,814 | 0.0% | 0% | 0.0% |
| 23 | FIFTH THIRD BANCORP | 150 | $5,668 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.