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TCW Flexible Income ETF (FLXR) Institutional Ownership

$39.15 +0.06 (+0.15%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for TCW Flexible Income ETF (NYSEARCA:FLXR)

Number of
Institutional Buyers
(last 12 months)
129
Total
Institutional Inflows
(last 12 months)
$1.08B
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$82.76M
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Skip Chart & View Institutional Buying and Selling Data

FLXR Institutional Buying and Selling by Quarter

TCW Flexible Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2026 Beckerman Institutional LLC138,179$5.43M2.9%+9.5%0.181%
5/4/2026 Retirement Planning Group LLC29,956$1.18M0.0%N/A0.039%
5/2/2026 CAP Partners LLC22,009$864K0.5%+2.3%0.029%
5/1/2026 Fifth Third Bancorp9,324$366K0.0%N/A0.012%
4/29/2026 Axxcess Wealth Management LLC105,901$4.16M0.1%+1.5%0.140%
4/28/2026 Peak Financial Management Inc.279,656$10.98M2.8%+21.1%0.373%
4/28/2026 Beacon Financial Advisory LLC284,209$11.16M2.5%+9.4%0.379%
4/27/2026 Leelyn Smith LLC791,161$31.07M4.4%+7.3%1.055%
4/27/2026 World Investment Advisors8,545$336K0.0%+23.8%0.011%
4/25/2026 KPP Advisory Services LLC114,093$4.48M0.7%+90.7%0.152%
4/24/2026 Bellevue Asset Management LLC115,401$4.53M2.3%+0.8%0.154%
4/24/2026 Barnes Pettey Financial Advisors LLC17,993$707K0.3%+169.1%0.024%
4/24/2026 DeLarme Wealth Management Inc.23,280$914K0.6%+3.9%0.031%
4/24/2026 First Pacific Financial2,285,970$89.77M11.6%+5.1%3.049%
4/23/2026 Etesian Wealth Advisors Inc.149,515$5.87M1.9%+45.1%0.199%
4/23/2026 Peak Financial Advisors LLC635,012$24.94M11.0%-1.1%0.847%
4/23/2026 Apollon Financial LLC29,760$1.17M0.2%-2.9%0.040%
4/23/2026 Pasadena Private Wealth LLC316,105$12.41M1.7%-10.9%0.422%
4/22/2026 Janney Montgomery Scott LLC1,377,532$54.10M0.1%+12.8%1.847%
4/22/2026 Onyx Bridge Wealth Group LLC388,997$15.28M1.6%+17.7%0.522%
4/21/2026 Maridea Wealth Management LLC114,040$4.48M0.7%+17.1%0.153%
4/20/2026 Kestra Private Wealth Services LLC34,948$1.37M0.0%+121.2%0.047%
4/20/2026 Keudell Morrison Wealth Management1,100,368$43.21M8.8%-7.1%1.475%
4/18/2026 Weaver Capital Management LLC507,700$19.94M4.3%-0.6%0.682%
4/18/2026 Nautilus Advisors LLC8,757$344K0.2%-27.8%0.012%
4/16/2026 Kavar Capital Partners Group LLC20,153$791K0.1%N/A0.027%
3/13/2026 World Investment Advisors6,901$273K0.0%N/A0.011%
2/19/2026 Axxcess Wealth Management LLC104,291$4.13M0.0%+5.3%0.159%
2/18/2026 Onyx Bridge Wealth Group LLC330,423$13.09M1.4%+36.4%0.503%
2/17/2026Cetera Investment Advisers76,156$3.02M0.0%-8.9%0.116%
2/17/2026Equitable Holdings Inc.86,530$3.43M0.0%+97.6%0.132%
2/17/2026Osaic Holdings Inc.110,238$4.37M0.0%-35.4%0.168%
2/17/2026Advisory Services Network LLC17,987$712K0.0%-17.5%0.027%
2/17/2026Captrust Financial Advisors5,169,200$204.70M0.4%+7.9%7.873%
2/17/2026&PARTNERS111,953$4.43M0.0%+61.3%0.171%
2/17/2026Royal Bank of Canada655,133$25.94M0.0%+40.1%0.998%
2/17/2026Rothschild Wealth LLC238,726$9.45M0.9%N/A0.364%
2/17/2026 Beacon Financial Advisory LLC259,835$10.29M2.4%N/A0.396%
2/16/2026 MML Investors Services LLC116,116$4.60M0.0%+40.1%0.177%
2/16/2026Mariner LLC87,631$3.47M0.0%+41.5%0.133%
2/16/2026Arax Advisory Partners173,381$6.87M0.2%N/A0.264%
2/16/2026 Blue Jean Financial LLC34,030$1.35M1.1%N/A0.052%
2/13/2026 Kestra Advisory Services LLC1,543$61K0.0%N/A0.002%
2/13/2026Liberty One Investment Management LLC48,947$1.94M0.2%N/A0.075%
2/13/2026Stifel Financial Corp1,019,664$40.38M0.0%+11.3%1.553%
2/13/2026Morgan Stanley2,209,223$87.49M0.0%+416.0%3.365%
2/13/2026OpenArc Corporate Advisory LLC5,218$207K0.0%N/A0.008%
2/13/2026Ausdal Financial Partners Inc.251,583$9.96M0.5%+2.9%0.383%
2/13/2026Wells Fargo & Company MN810,120$32.08M0.0%N/A1.234%
2/12/2026 Commonwealth Equity Services LLC76,654$3.04M0.0%+21.9%0.117%
2/12/2026Steward Partners Investment Advisory LLC168,404$6.67M0.0%+21.2%0.256%
2/12/2026Principal Securities Inc.38,662$1.53M0.0%+25.2%0.059%
2/11/2026 Janney Montgomery Scott LLC1,221,187$48.36M0.1%+21.7%1.860%
2/11/2026LPL Financial LLC2,498,998$98.96M0.0%+13.8%3.806%
2/11/2026Francis Financial Inc.926,037$36.67M7.2%+11.0%1.410%
2/11/2026 Etesian Wealth Advisors Inc.103,037$4.08M1.3%+47.9%0.157%
2/11/2026Spectrum Wealth Advisory Group LLC377,660$14.96M5.5%+2,124.3%0.575%
2/10/2026Tidemark LLC420,017$16.63M4.7%+11.6%0.640%
2/10/2026Tandem Financial LLC41,234$1.60M1.5%-28.3%0.063%
2/10/2026COFG Advisors LLC12,013$476K0.1%N/A0.018%
2/10/2026Rothschild Wealth LLC238,726$9.45M1.1%N/A0.364%
2/10/2026 Pasadena Private Wealth LLC354,615$14.04M1.9%+4.8%0.540%
2/10/2026Northwestern Mutual Wealth Management Co.330,908$13.10M0.0%+50.8%0.504%
2/10/2026 Beckerman Institutional LLC126,218$5.00M2.8%+6.8%0.192%
2/9/2026 Cary Street Partners Investment Advisory LLC59,332$2.35M0.6%+884.3%0.090%
2/9/2026 Cary Street Partners Financial LLC1,471,817$58.28M1.4%+3.5%2.242%
2/9/2026Diversified Portfolios Inc.31,148$1.23M0.1%+341.8%0.047%
2/9/2026 Prospera Financial Services Inc8,375$332K0.0%N/A0.013%
2/9/2026Darden Wealth Group Inc6,500$257K0.1%+26.2%0.010%
2/6/2026 Keudell Morrison Wealth Management1,184,988$46.93M9.9%N/A1.805%
2/6/2026 Axxcess Wealth Management LLC208,582$8.26M0.0%+110.6%0.318%
2/6/2026Morling Financial Advisors LLC738,344$29.24M9.2%+6.6%1.124%
2/6/2026Global Retirement Partners LLC14,632$579K0.0%+22.0%0.022%
2/6/2026BlueStem Wealth Partners LLC279,374$11.06M1.2%-29.2%0.425%
2/6/20263EDGE Asset Management LP176,990$7.01M0.4%+28.2%0.270%
2/6/2026HighTower Advisors LLC41,611$1.65M0.0%N/A0.063%
2/6/2026 Envestnet Portfolio Solutions Inc.91,967$3.64M0.0%-8.2%0.140%
2/5/2026Peak Asset Management LLC6,721$266K0.0%N/A0.010%
2/5/2026Tucker Asset Management LLC12,695$503K0.1%N/A0.019%
2/5/2026Atlas Wealth LLC83,224$3.30M1.0%+4.7%0.127%
2/5/2026 Thrivent Financial for Lutherans183,134$7.25M0.0%-0.9%0.279%
2/5/2026 WJ Wealth Management LLC444,973$17.62M7.7%+0.6%0.678%
2/5/2026 Mesirow Financial Investment Management Inc.70,346$2.79M0.1%-16.4%0.107%
2/4/2026 CAP Partners LLC21,520$852K0.5%+3.6%0.033%
2/4/2026Bridgewealth Advisory Group LLC14,290$566K0.1%+15.9%0.022%
2/4/2026Madison Asset Management LLC249,639$9.89M0.1%+5.8%0.383%
2/4/2026 World Investment Advisors6,901$273K0.0%N/A0.011%
2/4/2026Frontier Asset Management LLC53,771$2.13M0.5%+5.7%0.083%
2/4/2026 Bensler LLC6,025$239K0.0%N/A0.009%
2/3/2026Vantage Financial Partners LLC55,896$2.21M0.4%+12.8%0.086%
2/3/2026 Morton Capital Management LLC CA1,636,647$64.81M10.0%+11.2%2.512%
2/3/2026 Encompass More Asset Management28,722$1.14M0.2%N/A0.044%
2/2/2026 Truist Financial Corp14,026$555K0.0%+153.6%0.022%
2/2/2026 KPP Advisory Services LLC59,818$2.37M0.3%+21.5%0.092%
2/2/2026 Oppenheimer & Co. Inc.55,014$2.18M0.0%+53.7%0.084%
1/30/2026 Barnes Pettey Financial Advisors LLC6,687$265K0.1%N/A0.010%
1/30/2026 Fagan Associates Inc.356,366$14.11M1.9%+16.3%0.549%
1/30/2026 SOL Capital Management CO13,135$520K0.0%+11.5%0.020%
1/30/2026M&T Bank Corp1,344,239$53.23M0.2%+2.5%2.071%
1/29/2026Comerica Bank9,727$385K0.0%+542.0%0.015%


FLXR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FLXR shares?

During the previous two years, 146 institutional investors and hedge funds held shares of TCW Flexible Income ETF. The most heavily invested institutionals were Captrust Financial Advisors ($204.70M), Bank of America Corp DE ($151.33M), UBS Group AG ($114.74M), LPL Financial LLC ($98.96M), First Pacific Financial ($89.77M), Morgan Stanley ($87.49M), and Morton Capital Management LLC CA ($64.81M).Learn more on TCW Flexible Income ETF's institutional investors.

Which institutional investors have been buying TCW Flexible Income ETF's stock?

Of the 144 institutional investors that purchased TCW Flexible Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($2.79M), First Pacific Financial ($2.29M), Envestnet Asset Management Inc. ($1.79M), Morgan Stanley ($1.78M), UBS Group AG ($1.72M), Captrust Financial Advisors ($1.54M), and Cary Street Partners Financial LLC ($1.47M).

How much institutional buying is happening at TCW Flexible Income ETF?

Institutional investors have bought a total of 27,188,748 shares in the last 24 months. This purchase volume represents approximately $1.08B in transactions.

Which of TCW Flexible Income ETF's major shareholders have been selling company stock?

Of the 34 institutional investors that sold TCW Flexible Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: M&T Bank Corp ($1.32M), Brookwood Investment Group LLC ($210.54K), BlueStem Wealth Partners LLC ($115.45K), Osaic Holdings Inc. ($110.31K), Keudell Morrison Wealth Management ($84.62K), Exchange Traded Concepts LLC ($48.28K), and Pasadena Private Wealth LLC ($38.51K).

How much institutional selling is happening at TCW Flexible Income ETF?

Institutional investors have sold a total of 2,091,647 shares in the last 24 months. This volume of shares sold represents approximately $82.76M in transactions.


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This page (NYSEARCA:FLXR) was last updated on 5/5/2026 by MarketBeat.com Staff.
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