Who Owns TCW ETF TRUST (FLXR)? -- Institutional Holders (2026-06-30)
185 institutions reported holding $2.63B of TCW ETF TRUST (FLXR) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($295.8M), CAPTRUST FINANCIAL ADVISORS ($224.8M), MORGAN STANLEY ($166.1M), UBS Group AG ($164.1M), LPL Financial LLC ($117.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $295.8M | 7.5M | Added |
| 2 | CAPTRUST FINANCIAL ADVISORS | $224.8M | 5.7M | Added |
| 3 | MORGAN STANLEY | $166.1M | 4.2M | Added |
| 4 | UBS Group AG | $164.1M | 4.2M | Added |
| 5 | LPL Financial LLC | $117.6M | 3.0M | Added |
| 6 | WELLS FARGO & COMPANY/MN | $100.7M | 2.6M | Added |
| 7 | First Pacific Financial | $92.4M | 2.4M | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $84.6M | 2.2M | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $72.2M | 1.8M | Added |
| 10 | Morton Capital Management LLC/CA | $71.8M | 1.8M | Added |
| 11 | CARY STREET PARTNERS FINANCIAL LLC | $60.0M | 1.5M | Trimmed |
| 12 | Janney Montgomery Scott LLC | $58.5M | 1.5M | Added |
| 13 | STIFEL FINANCIAL CORP | $57.6M | 1.5M | Added |
| 14 | M&T Bank Corp | $56.0M | 1.4M | Added |
| 15 | Francis Financial, Inc. | $49.8M | 1.3M | Added |
| 16 | TCW GROUP INC | $46.6M | 1.2M | Hold |
| 17 | Royal Bank of Canada | $39.7M | 1.0M | Added |
| 18 | Keudell/Morrison Wealth Management | $39.7M | 1.0M | Trimmed |
| 19 | PEAK FINANCIAL ADVISORS LLC | $34.9M | 889,796 | Added |
| 20 | Family Management Corp | $34.2M | 873,036 | Added |
| 21 | Leelyn Smith, LLC | $32.2M | 821,976 | Added |
| 22 | Morling Financial Advisors, LLC | $32.1M | 819,626 | Added |
| 23 | TECTONIC ADVISORS LLC | $29.5M | 751,867 | Added |
| 24 | &PARTNERS | $29.2M | 743,655 | Added |
| 25 | HIGHLINE WEALTH PARTNERS LLC | $26.5M | 674,889 | Added |
Source: SEC Form 13F filings · as of 2026-06-30