Who owns TCW Flexible Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FLXR from SEC Form 13F filings across 174 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, 174 institutions disclosed 67.1M shares of TCW Flexible Income ETF worth $2.63B — about 142.9% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
174
13F holders
$2.63B
value, 2026 filers
142.9%
of shares outstanding (67.1M sh)
28
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 FLXR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 7.5M | $295.8M | 0.0% | 16.1% | +21.5% |
| 2 | CAPTRUST FINANCIAL ADVISORS | 5.7M | $224.8M | 0.3% | 12.2% | +5.2% |
| 3 | MORGAN STANLEY | 4.2M | $166.1M | 0.0% | 9% | +31.5% |
| 4 | UBS Group AG | 4.2M | $164.1M | 0.0% | 8.9% | +16.7% |
| 5 | LPL Financial LLC | 3.0M | $117.6M | 0.0% | 6.4% | +12.0% |
| 6 | WELLS FARGO & COMPANY/MN | 2.6M | $100.7M | 0.0% | 5.5% | +99.2% |
| 7 | First Pacific Financial | 2.4M | $92.4M | 11.0% | 5% | +3.1% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 2.2M | $84.6M | 0.0% | 4.6% | +41.0% |
| 9 | RAYMOND JAMES FINANCIAL INC | 1.8M | $72.2M | 0.0% | 3.9% | +4.8% |
| 10 | Morton Capital Management LLC/CA | 1.8M | $71.8M | 9.8% | 3.9% | +0.7% |
| 11 | CARY STREET PARTNERS FINANCIAL LLC | 1.5M | $60.0M | 1.3% | 3.3% | -0.4% |
| 12 | Janney Montgomery Scott LLC | 1.5M | $58.5M | 0.1% | 3.2% | +8.4% |
| 13 | STIFEL FINANCIAL CORP | 1.5M | $57.6M | 0.0% | 3.1% | +24.3% |
| 14 | M&T Bank Corp | 1.4M | $56.0M | 0.2% | 3% | +66.5% |
| 15 | Francis Financial, Inc. | 1.3M | $49.8M | 8.2% | 2.7% | +13.1% |
| 16 | TCW GROUP INC | 1.2M | $46.6M | 0.3% | 2.5% | 0.0% |
| 17 | ROYAL BANK OF CANADA | 1.0M | $39.7M | 0.0% | 2.2% | +49.3% |
| 18 | Keudell/Morrison Wealth Management | 1.0M | $39.7M | 7.5% | 2.2% | -8.1% |
| 19 | PEAK FINANCIAL ADVISORS LLC | 889,796 | $34.9M | 14.4% | 1.9% | +40.1% |
| 20 | Family Manage LLC | 873,036 | $34.2M | 3.5% | 1.9% | +10.5% |
| 21 | Leelyn Smith, LLC | 821,976 | $32.2M | 3.9% | 1.8% | +3.9% |
| 22 | Morling Financial Advisors, LLC | 819,626 | $32.1M | 8.9% | 1.7% | +3.3% |
| 23 | TECTONIC ADVISORS LLC | 751,867 | $29.5M | 1.4% | 1.6% | +9.4% |
| 24 | &PARTNERS | 743,655 | $29.2M | 0.1% | 1.6% | +266.7% |
| 25 | HIGHLINE WEALTH PARTNERS LLC | 674,889 | $26.5M | 5.4% | 1.4% | +3020.3% |
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.