Who Owns TCW Flexible Income ETF (FLXR)?Hedge Fund & Institutional Holders

$39.30+0.11 (+0.29%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -3

Price History

$37.94$38.44$38.94$39.43$39.93Jun 24May 25Mar 26

FLXR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+997K+$188.8B
First Pacific FinancialNew Position+2.2M+$86.2B
Morton Capital Management LLC/CANew Position+1.6M+$64.8B
Keudell/Morrison Wealth ManagementNew Position+1.2M+$46.9B
Francis Financial, Inc.New Position+926K+$36.7B
WELLS FARGO & COMPANY/MNNew Position+810K+$31.0B
Morling Financial Advisors, LLCNew Position+738K+$29.2B
TECTONIC ADVISORS LLCNew Position+646K+$25.6B
UBS Group AGIncreased+594K+$23.1B
Weaver Capital Management LLCNew Position+511K+$20.2B
RAYMOND JAMES FINANCIAL INCIncreased+456K+$16.9B
Tidemark, LLCNew Position+420K+$16.6B
Spectrum Wealth Advisory Group, LLCIncreased+361K+$14.3B
Onyx Bridge Wealth Group LLCNew Position+330K+$13.1B
Beacon Financial Advisory LLCNew Position+260K+$10.3B

FLXR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
M&T BANK CORPDecreased-1.3M-$51.0B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-204K-$8.7B
BlueStem Wealth Partners, LLCDecreased-115K-$4.7B
WJ Wealth Management, LLCDecreased-109K-$4.4B
GOLDMAN SACHS GROUP INCClosed Position-101K-$4.0B
Mesirow Financial Investment Management, Inc.Decreased-14K-$3.3B
Cetera Investment AdvisersDecreased-7K-$3.3B
OSAIC HOLDINGS, INC.Decreased-60K-$2.8B
NAPA WEALTH MANAGEMENTClosed Position-51K-$2.0B
Capital Square, LLCDecreased-29K-$1.2B
Advisory Services Network, LLCDecreased-4K-$868.2M
SYNOVUS FINANCIAL CORPClosed Position-14K-$568.3M
Snowden Capital Advisors LLCDecreased-1-$558.9M
Dynamic Advisor Solutions LLCDecreased-2K-$487.9M
Lunt Capital Management, Inc.Decreased-8K-$338.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1UBS Group AG2,897,393$114.7B18.61%Share
2BANK OF AMERICA CORP /DE/2,701,970$106.0B7.71%Share
3First Pacific Financial2,175,863$86.2B11.25%Share
4BANK OF AMERICA CORP /DE/2,096,961$83.0B6.04%Share
5Morton Capital Management LLC/CA1,636,647$64.8B9.95%Share
6Keudell/Morrison Wealth Management1,184,988$46.9B9.86%Share
7STIFEL FINANCIAL CORP1,019,664$40.0B35.98%Share
8Francis Financial, Inc.926,037$36.7B7.16%Share
9CARY STREET PARTNERS FINANCIAL LLC850,041$33.7B0.83%Share
10WELLS FARGO & COMPANY/MN774,340$30.0B5.46%Share
11Morling Financial Advisors, LLC738,344$29.2B9.19%Share
12RAYMOND JAMES FINANCIAL INC704,701$27.0B8.40%Share
13PEAK FINANCIAL ADVISORS LLC642,274$25.4B11.43%Share
14TECTONIC ADVISORS LLC638,259$25.3B1.33%Share
15ROYAL BANK OF CANADA651,768$25.0B4.07%Share
16CARY STREET PARTNERS FINANCIAL LLC621,776$24.6B0.61%Share
17Weaver Capital Management LLC510,726$20.2B4.27%Share
18EXCHANGE TRADED CONCEPTS, LLC492,595$19.5B148.40%Share
19RAYMOND JAMES FINANCIAL INC481,199$19.0B5.91%Share
20WJ Wealth Management, LLC444,973$17.6B7.71%Share
21Tidemark, LLC420,017$16.6B4.73%Share
22Spectrum Wealth Advisory Group, LLC377,660$15.0B5.50%Share
23Onyx Bridge Wealth Group LLC330,423$13.1B1.39%Share
24BlueStem Wealth Partners, LLC279,374$11.1B1.22%Share
25Beacon Financial Advisory LLC259,835$10.3B2.38%Share
26Madison Asset Management, LLC249,639$9.9B113.66%Share
27White & Co Financial Planning Inc231,422$9.2B6.85%Share
28Peak Financial Management, Inc.230,918$9.1B2.36%Share
29Rothschild Wealth LLC238,726$9.0B1.08%Share
30Brookwood Investment Group LLC223,732$8.9B1.06%Share
313EDGE Asset Management, LP176,990$7.0B0.36%Share
32IHT Wealth Management, LLC189,535$7.0B0.17%Share
33Steward Partners Investment Advisory, LLC168,404$6.0B32.90%Share
34Per Stirling Capital Management, LLC.144,062$5.7B0.64%Share
35Baird Financial Group, Inc.142,255$5.0B7.79%Share
36BELLEVUE ASSET MANAGEMENT, LLC114,516$4.5B1.47%Share
37Lunt Capital Management, Inc.112,190$4.4B1.66%Share
38Etesian Wealth Advisors, Inc.103,037$4.1B1.28%Share
39Capital Square, LLC102,650$4.1B2.07%Share
40Maridea Wealth Management LLC97,367$3.9B0.58%Share
41Atlas Wealth LLC83,224$3.3B1.00%Share
42COMMONWEALTH EQUITY SERVICES, LLC76,654$3.0B4.00%Share
43Equitable Holdings, Inc.86,530$3.0B20.51%Share
44D.A. DAVIDSON & CO.68,092$2.7B16.51%Share
45KPP Advisory Services LLC59,818$2.4B0.34%Share
46Vantage Financial Partners, LLC55,896$2.2B0.45%Share
47OPPENHEIMER & CO INC55,014$2.2B30.93%Share
48CARY STREET PARTNERS INVESTMENT ADVISORY LLC53,816$2.1B0.58%Share
49Frontier Asset Management, LLC53,771$2.1B0.49%Share
50OSAIC HOLDINGS, INC.57,985$2.0B2.92%Share

FLXR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025140$1.1T+76
Q3 202564$755.6B-27
Q2 202591$842.5B+20
Q1 202571$581.4B+16
Q4 202455$647.3B+30
Q3 202425$23.4T-1
Q2 202426$34.1T—

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As of Q4 2025, 50 institutional investors hold FLXR (TCW Flexible Income ETF). The largest holder is UBS Group AG with $114.7B in shares. This quarter, 11 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own FLXR?

As of Q4 2025, 50 institutional investors report holding FLXR (TCW Flexible Income ETF) in their 13F filings.

Who is the largest institutional holder of FLXR?

The largest institutional holder of FLXR is UBS Group AG with $114.7B in shares.

Is institutional ownership of FLXR increasing or decreasing?

This quarter, 11 institutions opened new positions in FLXR and 3 closed their positions.