13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
FLXR

TCW Flexible Income ETF

168 institutions still hold TCW Flexible Income ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 29287l700·168 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.8%
vs prior quarter
13F value held
$1.6B
46.0% inst. owned
of float
Holders
168
-14 QoQ
filers reporting
Activity
+15 / −22
+857 added · −802 reduced
this quarter
Concentration
15.59%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

168 institutions reported FLXR in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 15.6% of the visible book. -14 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$244M6.2M0.02%Q1 202602
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$214M5.4M0.37%Q1 202603
UBS Group AG
CIK 0001610520
$141M3.6M0.02%Q1 202604
MORGAN STANLEY
CIK 0000895421
$126M3.2M0.01%Q1 202605
LPL Financial LLC
CIK 0001403438
$105M2.7M0.03%Q1 202606
First Pacific Financial
CIK 0001810089
$90M2.3M11.56%Q1 202607
Morton Capital Management LLC/CA
CIK 0002002628
$71M1.8M10.63%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$69M1.8M0.02%Q1 202609
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$60M1.5M1.50%Q1 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$60M1.5M0.02%Q1 202611
WELLS FARGO & COMPANY/MN
CIK 0000072971
$51M1.3M0.01%Q1 202612
TCW GROUP INC
CIK 0000850401
$47M1.2M0.35%Q1 202613
STIFEL FINANCIAL CORP
CIK 0000720672
$46M1.2M0.04%Q1 202614
Francis Financial, Inc.
CIK 0001727514
$44M1.1M8.19%Q1 202615
Keudell/Morrison Wealth Management
CIK 0001785498
$43M1.1M8.84%Q1 202616
M&T BANK CORP
CIK 0000036270
$34M857K0.12%Q1 202617
Leelyn Smith, LLC
CIK 0001777817
$31M791K4.36%Q1 202618
Family Management Corp
CIK 0001539947
$31M790K3.72%Q1 202619
Morling Financial Advisors, LLC
CIK 0001905198
$29M738K9.19%Q4 202520
TECTONIC ADVISORS LLC
CIK 0001859918
$27M687K1.43%Q1 2026
Page 1 of 9
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