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TCW Flexible Income ETF (FLXR)

CUSIP: 29287L700 | NYSE | 226 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

First Pacific Financial2,406,410
9.3% of portfolio›$91.3M
Morton Capital Management LLC1,878,081
8.6% of portfolio›$71.2M
Keudell ison Wealth Management1,025,813
6.9% of portfolio›$38.9M
Peak Financial Advisors LLC920,457
15.1% of portfolio›$34.9M
Morling Financial Advisors, LLC852,484
8.7% of portfolio›$32.3M
Tectonic Advisors LLC841,815
1.5% of portfolio›$31.9M
Leelyn Smith, LLC832,250
3.5% of portfolio›$31.6M
Highline Wealth Partners LLC601,843
4.3% of portfolio›$22.8M
Weaver Capital Management LLC581,107
4.2% of portfolio›$22.0M
Exchange Traded Concepts, LLC467,083
0.1% of portfolio›$17.7M
True North Advisors, LLC458,562
1.3% of portfolio›$17.4M
Fagan Associates, Inc.373,404
1.6% of portfolio›$14.2M
White & Co Financial Planning Inc335,656
8.7% of portfolio›$13.2M
Peak Financial Management, Inc.313,345
2.7% of portfolio›$11.9M
WJ Wealth Management, LLC295,107
4.6% of portfolio›$11.2M
Beacon Financial Advisory LLC268,796
1.9% of portfolio›$10.2M
JGP Wealth Management, LLC247,974
0.8% of portfolio›$9.4M
Breakwater Capital Group225,392
1.0% of portfolio›$8.5M
Truist Financial Corp225,376
0.0% of portfolio›$8.5M
Etesian Wealth Advisors, Inc.205,824
2.3% of portfolio›$7.8M
3Edge Asset Management, LP203,835
0.3% of portfolio›$7.7M
Commonwealth Equity Services, LLC190,145
0.0% of portfolio›$7.2M
Onyx Bridge Wealth Group LLC186,574
0.6% of portfolio›$7.1M
Mesirow Financial Investment Management, Inc.180,012
0.1% of portfolio›$6.8M
KPP Advisory Services LLC162,129
1.0% of portfolio›$6.1M
Tableaux LLC144,350
2.2% of portfolio›$5.5M
Lunt Capital Management, Inc.122,626
1.8% of portfolio›$4.7M
Kestra Advisory Services, LLC107,835
0.0% of portfolio›$4.1M
ProCore Advisors, LLC104,734
4.8% of portfolio›$4.0M
Spectrum Wealth Advisory Group, LLC97,389
1.0% of portfolio›$3.7M
Cambridge Investment Research Advisors, Inc.93,088
0.0% of portfolio›$3.5M
Axxcess Wealth Management, LLC90,745
0.1% of portfolio›$3.4M
D.A. Davidson & Co.78,271
0.0% of portfolio›$3.0M
Retirement Planning Group, LLC70,272
0.1% of portfolio›$2.7M
Diversified Portfolios, Inc.67,108
0.2% of portfolio›$2.5M
Kestra Private Wealth Services, LLC65,230
0.0% of portfolio›$2.5M
Oppenheimer & Co Inc63,369
0.0% of portfolio›$2.4M
Spinnaker Investment Group, LLC57,760
0.3% of portfolio›$2.2M
Mather Group, Llc.53,701
0.0% of portfolio›$2.0M
Vicus Capital49,160
0.1% of portfolio›$1.9M
Encompass Wealth Advisors, LLC48,376
0.3% of portfolio›$1.8M
Concord Wealth Partners47,466
0.2% of portfolio›$1.8M
Prospera Financial Services Inc46,101
0.0% of portfolio›$1.8M
Blue Jean Financial LLC45,603
1.1% of portfolio›$1.7M
Frontier Asset Management, LLC45,464
0.3% of portfolio›$1.7M
Wealth Enhancement Advisory Services, LLC38,634
0.0% of portfolio›$1.5M
Encompass More Asset Management32,421
0.2% of portfolio›$1.2M
DeLarme Wealth Management, Inc.29,955
0.6% of portfolio›$1.1M
Apollon Financial, LLC28,035
0.1% of portfolio›$1.1M
Flynn Zito Capital Management, LLC25,159
0.3% of portfolio›$954.3K
Cap Partners, LLC17,695
0.3% of portfolio›$671.2K
Bensler, LLC15,021
0.1% of portfolio›$569.7K
Atria Investments, Inc14,400
0.0% of portfolio›$546.2K
Wedbush Securities Inc14,386
0.0% of portfolio›$546.0K
Dynamic Advisor Solutions LLC14,218
0.0% of portfolio›$539.3K
Park Avenue Securities LLC9,530
0.0% of portfolio›$361.0K
SilverOak Wealth Management LLC9,472
0.0% of portfolio›$359.3K
Tucker Asset Management LLC9,281
0.1% of portfolio›$352.0K
Concurrent Investment Advisors, LLC8,774
0.0% of portfolio›$332.8K
Cooper Financial Group8,665
0.0% of portfolio›$328.6K
StoneX Group Inc.7,737
0.0% of portfolio›$301.0K
Parallel Advisors, LLC7,186
0.0% of portfolio›$272.6K
Clear Creek Financial Management, LLC6,735
0.0% of portfolio›$255.4K
Everett Harris & Co6,590
0.0% of portfolio›$250.0K
Embree Financial Group6,492
0.0% of portfolio›$246.2K
Michels Family Financial, LLC6,207
0.1% of portfolio›$235.4K
Kingswood Wealth Advisors, LLC6,176
0.0% of portfolio›$234.3K
Flagship Harbor Advisors, LLC5,791
0.0% of portfolio›$219.7K
Private Trust Co NA4,259
0.0% of portfolio›$161.5K
IFP Advisors, Inc2,995
0.0% of portfolio›$113.6K
TD Waterhouse Canada Inc.700
0.0% of portfolio›$26.4K
Financial Network Wealth Advisors LLC688
0.0% of portfolio›$26.1K
Wolff Wiese Magana LLC651
0.0% of portfolio›$24.7K
Ashton Thomas Private Wealth, LLC418
0.0% of portfolio›$15.8K
Tsfg, LLC197
0.0% of portfolio›$7
Pinnacle Bancorp, Inc.189
0.0% of portfolio›$7.2K
Princeton Global Asset Management LLC161
0.0% of portfolio›$6.1K
CoreCap Advisors, LLC44
0.0% of portfolio›$1.7K
Dhjj Financial Advisors, Ltd.10
0.0% of portfolio›$380
StyleTurnoverLocationFiled
First Pacific Financial
2,406,410$91.3M9.3%ETFLowVancouver, WA2026-10-14
Morton Capital Management LLC
1,878,081$71.2M8.6%ETFVery LowCalabasas, CA2026-10-23
Keudell ison Wealth Management
1,025,813$38.9M6.9%ETFMediumSalem, OR2026-10-16
Peak Financial Advisors LLC
920,457$34.9M15.1%CoreHighDenver, CO2026-10-28
Morling Financial Advisors, LLC
852,484$32.3M8.7%ETFLowFremont, CA2026-10-28
Tectonic Advisors LLC
841,815$31.9M1.5%YieldLowFrisco, TX2026-10-22
Leelyn Smith, LLC
832,250$31.6M3.5%GrowthLowGeneva, IL2026-11-03
Highline Wealth Partners LLC
601,843$22.8M4.3%ETFMediumSherman Oaks, CA2026-10-19
Weaver Capital Management LLC
581,107$22.0M4.2%GrowthMediumSuwanee, GA2026-10-15
Exchange Traded Concepts, LLC
467,083$17.7M0.1%GrowthMediumOklahoma City, OK2026-10-28
True North Advisors, LLC
458,562$17.4M1.3%CoreMediumDallas, TX2026-10-22
Fagan Associates, Inc.
373,404$14.2M1.6%GrowthLowTroy, NY2026-10-13
White & Co Financial Planning Inc
335,656$13.2M8.7%ETFVery LowSunnyside, WA2026-10-16
Peak Financial Management, Inc.
313,345$11.9M2.7%ETFVery LowWellesley, MA2026-10-16
WJ Wealth Management, LLC
295,107$11.2M4.6%ETFMediumGlendale, AZ2026-11-03
Beacon Financial Advisory LLC
268,796$10.2M1.9%ETFLowCleveland, OH2026-10-16
JGP Wealth Management, LLC
247,974$9.4M0.8%CoreLowBend, OR2026-10-13
Breakwater Capital Group
225,392$8.5M1.0%ETFLowParamus, NJ2026-10-09
Truist Financial Corp
225,376$8.5M0.0%CoreLowCharlotte, NC2026-10-30
Etesian Wealth Advisors, Inc.
205,824$7.8M2.3%ETFLowWest Linn, OR2026-10-27
3Edge Asset Management, LP
203,835$7.7M0.3%ETFMediumNaples, FL2026-10-30
Commonwealth Equity Services, LLC
190,145$7.2M0.0%ETFLowWaltham, MA2026-11-02
Onyx Bridge Wealth Group LLC
186,574$7.1M0.6%ETFMediumTarrytown, NY2026-10-16
Mesirow Financial Investment Management, Inc.
180,012$6.8M0.1%CoreLowChicago, IL2026-11-05
KPP Advisory Services LLC
162,129$6.1M1.0%GrowthMediumLouisville, KY2026-10-26
Tableaux LLC
144,350$5.5M2.2%ETFLowStockbridge, MA2026-10-23
Lunt Capital Management, Inc.
122,626$4.7M1.8%ETFLowHolladay, UT2026-10-30
Kestra Advisory Services, LLC
107,835$4.1M0.0%CoreLowAustin, TX2026-11-02
ProCore Advisors, LLC
104,734$4.0M4.8%GARPLowNewport Beach, CA2026-10-14
Spectrum Wealth Advisory Group, LLC
97,389$3.7M1.0%ETFMediumGranite Bay, CA2026-10-29
Cambridge Investment Research Advisors, Inc.
93,088$3.5M0.0%ETFLowFairfield, IA2026-11-02
Axxcess Wealth Management, LLC
90,745$3.4M0.1%CoreLowCarlsbad, CA2026-10-21
D.A. Davidson & Co.
78,271$3.0M0.0%CoreLowGreat Falls, MT2026-10-28
Retirement Planning Group, LLC
70,272$2.7M0.1%ETFVery LowLeawood, KS2026-10-19
Diversified Portfolios, Inc.
67,108$2.5M0.2%ETFLowBloomfield Hills, MI2026-11-04
Kestra Private Wealth Services, LLC
65,230$2.5M0.0%GrowthLowAustin, TX2026-10-30
Oppenheimer & Co Inc
63,369$2.4M0.0%CoreLowNew York, NY2026-10-26
Spinnaker Investment Group, LLC
57,760$2.2M0.3%ETFLowNewport Beach, CA2026-10-13
Mather Group, Llc.
53,701$2.0M0.0%ETFMediumChicago, IL2026-10-14
Vicus Capital
49,160$1.9M0.1%ETFMediumState College, PA2026-11-05
Encompass Wealth Advisors, LLC
48,376$1.8M0.3%ETFVery LowPortland, OR2026-10-15
Concord Wealth Partners
47,466$1.8M0.2%GrowthLowAbingdon, VA2026-11-02
Prospera Financial Services Inc
46,101$1.8M0.0%CoreMediumDallas, TX2026-11-04
Blue Jean Financial LLC
45,603$1.7M1.1%GrowthVery HighAlbany, NY2026-10-20
Frontier Asset Management, LLC
45,464$1.7M0.3%ETFLowSheridan, WY2026-10-28
Wealth Enhancement Advisory Services, LLC
38,634$1.5M0.0%CoreLowPlymouth, MN2026-10-13
Encompass More Asset Management
32,421$1.2M0.2%ETFHighDanville, CA2026-10-16
DeLarme Wealth Management, Inc.
29,955$1.1M0.6%ETFVery LowPalos Verdes Estates, CA2026-10-30
Apollon Financial, LLC
28,035$1.1M0.1%ETFVery LowMount Pleasant, SC2026-10-23
Flynn Zito Capital Management, LLC
25,159$954.3K0.3%ETFLowGarden City, NY2026-11-04
Cap Partners, LLC
17,695$671.2K0.3%ETFLowFranklin, TN2026-10-19
Bensler, LLC
15,021$569.7K0.1%MomentumMediumBellevue, WA2026-11-05
Atria Investments, Inc
14,400$546.2K0.0%CoreMediumCharlotte, NC2026-10-15
Wedbush Securities Inc
14,386$546.0K0.0%CoreLowPasadena, CA2026-10-22
Dynamic Advisor Solutions LLC
14,218$539.3K0.0%ETFLowPhoenix, AZ2026-10-13
Park Avenue Securities LLC
9,530$361.0K0.0%ETFMediumNew York, NY2026-10-26
SilverOak Wealth Management LLC
9,472$359.3K0.0%ETFVery LowEdina, MN2026-10-29
Tucker Asset Management LLC
9,281$352.0K0.1%ETFMediumLittleton, CO2026-10-29
Concurrent Investment Advisors, LLC
8,774$332.8K0.0%GrowthMediumTampa, FL2026-10-16
Cooper Financial Group
8,665$328.6K0.0%GrowthMediumIrvine, CA2026-10-07
StoneX Group Inc.
7,737$301.0K0.0%ETFMediumNew York, NY2026-11-03
Parallel Advisors, LLC
7,186$272.6K0.0%IndexLowSan Francisco, CA2026-11-03
Clear Creek Financial Management, LLC
6,735$255.4K0.0%ETFMediumSilverdale, WA2026-10-28
Everett Harris & Co
6,590$250.0K0.0%CoreVery LowLos Angeles, CA2026-10-28
Embree Financial Group
6,492$246.2K0.0%ETFLowChicago, IL2026-10-22
Michels Family Financial, LLC
6,207$235.4K0.1%ETFLowFort Worth, TX2026-11-02
Kingswood Wealth Advisors, LLC
6,176$234.3K0.0%GrowthLowSan Diego, CA2026-10-23
Flagship Harbor Advisors, LLC
5,791$219.7K0.0%ETFMediumBoston, MA2026-10-26
Private Trust Co NA
4,259$161.5K0.0%CoreLowCleveland, OH2026-10-20
IFP Advisors, Inc
2,995$113.6K0.0%GrowthLowTampa, FL2026-10-16
TD Waterhouse Canada Inc.
700$26.4K0.0%CoreLowToronto, Australia2026-10-16
Financial Network Wealth Advisors LLC
688$26.1K0.0%ETFLowMurray, UT2026-10-28
Wolff Wiese Magana LLC
651$24.7K0.0%GrowthLowCarslbad, CA2026-10-15
Ashton Thomas Private Wealth, LLC
418$15.8K0.0%CoreMediumScottsdale, AZ2026-11-03
Tsfg, LLC
197$70.0%ETFLowLake Forest, IL2026-10-23
Pinnacle Bancorp, Inc.
189$7.2K0.0%CoreVery LowBeatrice, NE2026-10-21
Princeton Global Asset Management LLC
161$6.1K0.0%GrowthLowPrinceton, NJ2026-10-21
CoreCap Advisors, LLC
44$1.7K0.0%ETFMediumSouthfield, MI2026-10-08
Dhjj Financial Advisors, Ltd.
10$3800.0%ETFVery LowNaperville, IL2026-10-23