DOSSIER · 13F Holders · Q2 2026
FLXR

TCW ETF TRUST

183 institutions still hold TCW ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 29287L700·183 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1.9B
visible holders
Holders
183
filers reporting
Concentration
15.88%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

183 institutions reported FLXR in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 15.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$296M7.5M0.02%Q2 2026
02
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$225M5.7M0.34%Q2 2026
03
MORGAN STANLEY
CIK 0000895421
$166M4.2M0.01%Q2 2026
04
UBS Group AG
CIK 0001610520
$164M4.2M0.02%Q2 2026
05
LPL Financial LLC
CIK 0001403438
$118M3.0M0.03%Q2 2026
06
WELLS FARGO & COMPANY/MN
CIK 0000072971
$101M2.6M0.02%Q2 2026
07
First Pacific Financial
CIK 0001810089
$92M2.4M11.01%Q2 2026
08
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$85M2.2M0.02%Q2 2026
09
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$72M1.8M0.02%Q2 2026
10
Morton Capital Management LLC/CA
CIK 0002002628
$72M1.8M9.82%Q2 2026
11
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$60M1.5M1.31%Q2 2026
12
STIFEL FINANCIAL CORP
CIK 0000720672
$58M1.5M0.05%Q2 2026
13
M&T BANK CORP
CIK 0000036270
$56M1.4M0.16%Q2 2026
14
Janney Montgomery Scott LLC
CIK 0001329948
$54M1.4M0.13%Q1 2026
15
Francis Financial, Inc.
CIK 0001727514
$50M1.3M8.17%Q2 2026
16
TCW GROUP INC
CIK 0000850401
$47M1.2M0.31%Q2 2026
17
ROYAL BANK OF CANADA
CIK 0001000275
$40M1.0M0.01%Q2 2026
18
Keudell/Morrison Wealth Management
CIK 0001785498
$40M1.0M7.49%Q2 2026
19
PEAK FINANCIAL ADVISORS LLC
CIK 0001843309
$35M890K14.45%Q2 2026
20
Family Management Corp
CIK 0001539947
$34M873K3.51%Q2 2026
Page 1 of 10
163 more holders available. Log in →