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TCW Core Plus Bond ETF (FIXT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
SilverOak Wealth Management LLC
INCREASED
Shares533,126 from 265,257
Change+267,869 (+101%)
Value$19.2M (+$9.1M)
Filed 2026-10-29
LPL Financial LLC
INCREASED
Shares30,056 from 28,918
Change+1,138 (+4%)
Value$1.1M (-$13.0K)
Filed 2026-11-06
Shum Financial Group, Inc.
DECREASED
Shares24,749 from 25,000
Change-251 (-1%)
Value$889.1K (-$55.6K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares11,577 from 11,667
Change-90 (-1%)
Value$416 (-$440.6K)
Filed 2026-11-02
Merit Financial Group, LLC
INCREASED
Shares9,549 from 9,443
Change+106 (+1%)
Value$343.1K (-$13.8K)
Filed 2026-11-06
Signature Estate & Investment Advisors LLC
DECREASED
Shares6,540 from 7,375
Change-835 (-11%)
Value$234.9K (-$43.8K)
Filed 2026-10-13
Fifth Third Securities, Inc.
DECREASED
Shares5,605 from 5,674
Change-69 (-1%)
Value$201.4K (-$13.1K)
Filed 2026-10-21
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,190 from 1,190
Change0 (0%)
Value$42.8K (-$2.2K)
Filed 2026-10-13
IFP Advisors, Inc
UNCHANGED
Shares392 from 392
Change0 (0%)
Value$14.1K (-$731)
Filed 2026-10-16
Fifth Third Bancorp
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$5.4K (-$279)
Filed 2026-11-05
Morgan Stanley
N/A
Shares— from 2,288,612
Change-2,288,612 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 932,852
Change-932,852 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 211,549
Change-211,549 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 93,711
Change-93,711 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 78,985
Change-78,985 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 67,575
Change-67,575 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 38,817
Change-38,817 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 37,409
Change-37,409 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 11,016
Change-11,016 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 7,903
Change-7,903 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 4,270
Change-4,270 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 529
Change-529 (-100%)
Value—
Status
SilverOak Wealth Management LLC
INCREASED533,126265,257+267,869+101%$10.0M$19.2M+$9.1M2026-10-29
LPL Financial LLC
INCREASED30,05628,918+1,138+4%$1.1M$1.1M-$13.0K2026-11-06
Shum Financial Group, Inc.
DECREASED24,74925,000-251-1%$944.8K$889.1K-$55.6K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED11,57711,667-90-1%$441.0K$416-$440.6K2026-11-02
Merit Financial Group, LLC
INCREASED9,5499,443+106+1%$356.8K$343.1K-$13.8K2026-11-06
Signature Estate & Investment Advisors LLC
DECREASED6,5407,375-835-11%$278.7K$234.9K-$43.8K2026-10-13
Fifth Third Securities, Inc.
DECREASED5,6055,674-69-1%$214.4K$201.4K-$13.1K2026-10-21
Harbor Investment Advisory, LLC
UNCHANGED1,1901,19000%$45.0K$42.8K-$2.2K2026-10-13
IFP Advisors, Inc
UNCHANGED39239200%$14.8K$14.1K-$7312026-10-16
Fifth Third Bancorp
UNCHANGED15015000%$5.7K$5.4K-$2792026-11-05
Morgan Stanley
N/A—2,288,612-2,288,612-100%$86.5M———
Benjamin Edwards Inc
N/A—932,852-932,852-100%$35.3M———
Wells Fargo & Company
N/A—211,549-211,549-100%$8.0M———
Osaic Holdings, Inc.
N/A—93,711-93,711-100%$3.5M———
Envestnet Asset Management Inc
N/A—78,985-78,985-100%$3.0M———
Stifel Financial Corp
N/A—67,575-67,575-100%$2.6M———
Raymond James Financial Inc
N/A—38,817-38,817-100%$1.5M———
United Capital Financial Advisors, LLC
N/A—37,409-37,409-100%$1.4M———
Royal Bank of Canada
N/A—11,016-11,016-100%$416.0K———
Equitable Holdings, Inc.
N/A—7,903-7,903-100%$298.7K———
NewEdge Advisors, LLC
N/A—4,270-4,270-100%$161.4K———
Godfrey Financial Associates, Inc.
N/A—1,247-1,247-100%$47.1K———
Jones Financial Companies Lllp
N/A—529-529-100%$20.0K———
Showing 23 of 23 institutions