Who Owns FLXR?
TCW Flexible Income ETF — Institutional Ownership & 13F Holdings
$39.35
+0.03 (+0.08%)
Market Cap
$1.9B
Shares Outstanding
46,930,535
Institutional Holders
71
Total Inst. Value
$313.3M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Morton Capital Management LLC/CA | $51.1M | 1,303,569 |
| 2 | CARY STREET PARTNERS FINANCIAL LLC | $44.9M | 1,147,345 |
| 3 | BANK OF AMERICA CORP /DE/ | $42.0M | 1,071,115 |
| 4 | EXCHANGE TRADED CONCEPTS, LLC | $20.5M | 522,304 |
| 5 | TECTONIC ADVISORS LLC | $20.4M | 521,822 |
| 6 | Francis Financial, Inc. | $18.0M | 459,505 |
| 7 | Weaver Capital Management LLC | $15.1M | 385,644 |
| 8 | BlueStem Wealth Partners, LLC | $12.4M | 316,303 |
| 9 | Pasadena Private Wealth, LLC | $8.9M | 228,152 |
| 10 | White & Co Financial Planning Inc | $8.6M | 219,574 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Morton Capital Management LLC/CA | +64K | $51.1M |
| CARY STREET PARTNERS FINANCIAL LLC | +288K | $44.9M |
| BANK OF AMERICA CORP /DE/ | +1.0M | $42.0M |
| TECTONIC ADVISORS LLC | +25K | $20.4M |
| Pasadena Private Wealth, LLC | +4K | $8.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| EXCHANGE TRADED CONCEPTS, LLC | -105K | $20.5M |
| ROYAL BANK OF CANADA | -20K | $318K |
| WEDBUSH SECURITIES INC | -2K | $585 |
| Leelyn Smith, LLC | -1K | $2.5M |
| Litman Gregory Wealth Management LLC | -1K | $205K |
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Frequently Asked Questions
How many institutional investors hold FLXR?
As of Q1 2025, 71 institutional investors report holding FLXR (TCW Flexible Income ETF) in their 13F filings.
Which hedge fund owns the most FLXR?
The largest institutional holder of FLXR is Morton Capital Management LLC/CA with $51.1M in shares.
Are institutions buying or selling FLXR?
This quarter, 23 institutions opened new positions in FLXR and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.