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Disclosery

FIXD FIRST TR EXCHNG TRADED FD VI

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TCW OPPORTUNIS (fund)

314 managers (317 13F filers) reported a position in FIXD shares at 2026-06-30, 59,146,614 shares in all. 24 filers opened a position and 27 filers sold out during the quarter.

Managers
314
13F filers
317
New
24
Added
127
Reduced
128
Sold out
27
Shares held by filers
59,146,614

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY9,271,481$404M0.02%+364,62213F-HRTimelineGroup
LPL Financial LLC7,240,550$316M0.07%-852,35913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,756,148$207M0.04%-1,198,71113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,339,778$102M+56,969Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,169,904$94.6M0.03%-646,97213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,710,220$74.6M0.02%-602,74813F-HRTimelineGroup
HighTower Advisors, LLC1,607,387$70.1M0.07%-33,28013F-HRTimeline
UBS Group AGgroup of 2 filers holding1,542,166$67.3M+6,573Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,519,654$66.3M0.01%-17,41013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,236,235$54.1M0.06%+36,16813F-HRTimelineGroup
NewEdge Advisors, LLC1,073,904$46.8M0.14%+216,55913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/943,810$41.2M<0.01%+28,20813F-HRTimelineGroup
Cetera Investment Advisers940,552$41M0.04%-5,13613F-HRTimeline
Geneos Wealth Management Inc.887,302$38.7M0.79%+30,56813F-HRTimeline
&PARTNERS819,967$35.4M0.15%+88,31713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.807,975$35.2M0.04%+48,87613F-HRTimelineGroup
GDS Wealth Management783,681$34.2M1.63%+97,94613F-HRTimeline
Arax Advisory Partners723,246$31.5M0.21%+84,28913F-HRTimeline
Cambridge Investment Research Advisors,…673,508$29.4M0.07%-91,42313F-HR/ATimeline
Great Lakes Retirement, Inc.654,829$28.6M2.54%+16,63713F-HRTimeline
PARK NATIONAL CORP /OH/630,782$27.5M0.77%+140,90613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…609,036$26.6M0.04%-130,48813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.602,672$26.3M0.04%+64,33513F-HRTimelineGroup
Prospera Financial Services Inc526,865$23M0.33%-8,96213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP514,423$22.4M0.02%-56,84013F-HRTimelineGroup
Steward Partners Investment Advisory, L…500,399$21.8M0.11%+456,63313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC485,591$21.2M0.01%+427,98413F-HRTimelineGroup
TCP Asset Management, LLC469,114$20.5M2.32%+47,17113F-HRTimeline
Per Stirling Capital Management, LLC.421,122$18.4M1.75%+1,21313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC416,157$18.1M0.02%-43,26713F-HRTimeline
LeClair Wealth Partners LLC410,941$17.9M9.28%new13F-HRTimeline
Dominguez Wealth Management Solutions, …343,382$15M8.25%+16,30413F-HRTimeline
MML INVESTORS SERVICES, LLC276,076$12M0.02%+45,94313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…264,896$11.6M0.02%+14,39213F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP257,271$11.2M0.01%+26,90113F-HRTimelineGroup
LexAurum Advisors, LLC243,516$10.6M1.23%+18,10213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC236,958$10.3M0.16%new13F-HRTimeline
Triumph Capital Management228,135$9.95M1.8%-5,68313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…224,844$9.81M0.01%+5,83913F-HRTimelineGroup
Janney Montgomery Scott LLC224,104$9.77M0.02%+77013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…223,997$9.77M0.01%-182,94613F-HRTimelineGroup
Integrated Wealth Concepts LLC217,678$9.49M0.05%+28,35013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC216,753$9.45M0.09%+17,25313F-HRTimelineGroup
Landmark Wealth Management, LLC202,601$8.84M2.11%+14,67813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC187,558$8.18M1.85%-2,21213F-HRTimeline
MGO ONE SEVEN LLC184,718$8.06M0.13%-22,06113F-HRTimeline
Sanctuary Advisors, LLC179,003$7.81M0.04%+2,13113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC176,885$7.71M<0.01%-217,03913F-HRTimelineGroup
Vise Technologies, Inc.174,742$7.62M0.09%+168,29213F-HRTimeline
Mariner, LLCin group Mariner, LLC171,321$7.47M0.01%-37,08113F-HRTimelineGroup
IFP Advisors, Inc169,238$7.38M0.13%-37,39313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding165,216$7.21M-10,162Timeline
CoreCap Advisors, LLC155,430$6.78M0.2%+17,50713F-HRTimeline
Commonwealth Financial Services, LLC153,627$6.7M0.9%-630,63013F-HRTimeline
ERn Financial, LLC143,214$6.25M1.03%+6,88713F-HRTimeline
Pine Valley Investments Ltd Liability Co131,498$5.73M0.24%-6,44913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO128,531$5.63M<0.01%+117,12813F-HRTimelineGroup
Randall & Associates Wealth Management120,096$5.24M3.24%+3,54513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC119,121$5.19M0.01%+11,11813F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.116,949$5.1M0.05%-5,76713F-HRTimelineGroup
Kingsview Wealth Management, LLC116,154$5.07M0.06%+22,79013F-HRTimeline
RFG Advisory, LLC115,714$5.05M0.08%-49,51413F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC115,002$5.02M1.51%+67,55113F-HRTimeline
Retirement Planning Group, LLC114,822$5.01M0.13%+7,73413F-HRTimeline
Ashton Thomas Private Wealth, LLC113,881$4.97M0.1%+11,89413F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV113,161$4.93M2.58%+90713F-HRTimeline
Darwin Wealth Management, LLC112,766$4.92M1.35%+72313F-HRTimeline
Mutual Advisors, LLC111,362$4.86M0.09%+16,45513F-HRTimeline
Family Capital Management, Inc.110,383$4.81M1.87%+4,23213F-HRTimeline
Keystone Wealth Services, LLC108,343$4.72M0.88%+5,09213F-HRTimeline
AE Wealth Management LLC106,045$4.62M0.02%+50,89513F-HRTimeline
BCGM Wealth Management, LLC92,775$4.05M0.86%+4,61013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC90,997$3.97M0.09%-4,47413F-HRTimelineGroup
Capital Planning LLC89,683$3.91M1.14%-11,40613F-HRTimeline
World Investment Advisors85,391$3.72M0.06%+45213F-HRTimeline
Core Wealth Partners LLC84,881$3.7M1.58%+19,04513F-HRTimeline
Westside Investment Management, Inc.83,950$3.66M0.48%+4013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.79,764$3.48M0.02%-36,49513F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …78,368$3.42M0.04%+5,26913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.76,889$3.35M0.05%-7,60813F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.76,868$3.35M0.94%-15,02013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…76,856$3.35M0.07%+33,03713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp76,137$3.32M<0.01%+6,02613F-HRTimelineGroup
CFO4Life Group, LLC75,387$3.29M0.44%+1,68813F-HRTimeline
Atria Investments, Inc74,298$3.24M0.03%-84713F-HRTimeline
HBW ADVISORY SERVICES LLC73,931$3.22M0.29%-10,56713F-HRTimeline
FAGAN ASSOCIATES, INC.72,531$3.16M0.39%-2,30013F-HRTimeline
Cannon Financial Strategists, Inc.72,459$3.16M0.36%+3,56313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…68,686$3M0.05%-2,21913F-HRTimelineGroup
Kovack Advisors, Inc.68,556$2.99M0.14%-86513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC63,124$2.75M0.05%-19,11113F-HRTimeline
Larson Financial Group LLC62,598$2.73M0.07%-60,18913F-HRTimeline
Orion Porfolio Solutions, LLC62,412$2.72M0.02%+2,63313F-HRTimeline
Betterment LLC60,929$2.66M<0.01%-8,94113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…60,450$2.64M0.02%+3,24513F-HRTimelineGroup
Harvest Investment Services, LLC59,492$2.59M0.4%+3,91913F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.56,809$2.48M0.25%-2,60413F-HRTimeline
Farther Finance Advisors, LLC56,618$2.47M0.02%-7,20613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…55,635$2.43M<0.01%-17,40113F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC55,625$2.43M0.3%+62813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV54,847$2.39M0.11%-9,10613F-HRTimeline
Private Advisor Group, LLC54,585$2.38M0.01%-59,63913F-HRTimeline
NewSquare Capital LLC52,982$2.31M0.17%+10,05513F-HRTimeline
Keating Financial Advisory Services, In…51,870$2.26M0.3%+2,81513F-HRTimeline
Gateway Wealth Partners, LLC50,926$2.22M0.13%-24,54313F-HRTimeline
Intrua Financial, LLC48,325$2.11M0.2%+10,71513F-HRTimeline
D.A. DAVIDSON & CO.47,129$2.06M0.01%-1,17913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC45,634$1.99M0.01%+2,17813F-HRTimelineGroup
First Financial Group Corp44,846$1.96M1.41%-71013F-HRTimeline
Beacon Pointe Advisors, LLC44,315$1.93M0.01%-2,97213F-HRTimeline
CENTAURUS FINANCIAL, INC.42,567$1.86M0.07%+16213F-HRTimeline
National Wealth Management Group, LLC39,446$1.72M0.53%-71313F-HRTimeline
Global View Capital Management LLC39,050$1.7M0.35%-8,58413F-HRTimeline
IFG Advisory, LLC38,745$1.69M0.06%+38,54513F-HRTimeline
Creative Planningin group Creative Planning38,055$1.66M<0.01%+56313F-HRTimelineGroup
HCR Wealth Advisors37,095$1.62M0.14%+47613F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC35,497$1.55M0.85%+92613F-HRTimeline
American Financial Advisors, LLC35,407$1.54M0.19%-3,81913F-HRTimeline
Pinnacle Family Advisors, LLC35,194$1.53M0.64%+2,56613F-HRTimeline
Snowden Capital Advisors LLC31,933$1.39M0.03%+2,11813F-HRTimeline
Drake & Associates, LLC31,888$1.39M0.23%-1,41113F-HRTimeline
Maia Wealth LLC31,206$1.36M0.2%-1,26513F-HRTimeline
Western Wealth Management, LLC31,119$1.36M0.04%-11,18213F-HRTimeline
QTR Family Wealth, LLC30,893$1.35M0.47%-29113F-HRTimeline
CONDOR CAPITAL MANAGEMENT30,467$1.33M0.1%013F-HRTimeline
Advance Capital Management, Inc.29,842$1.3M0.04%+6,94513F-HRTimeline
Gladstone Institutional Advisory LLC29,540$1.29M0.04%-1,85313F-HRTimeline
WCG Wealth Advisors LLC27,072$1.18M0.03%-2,99113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…27,229$1.18M<0.01%+2,58213F-HRTimeline
OneDigital Investment Advisors LLC26,262$1.15M0.01%+15,00913F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC25,317$1.1M0.99%+20,32513F-HRTimeline
Sun Financial Inc24,259$1.04M0.49%+3,58413F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC23,672$1.03M0.12%-3,58213F-HRTimeline
WEST MICHIGAN ADVISORS, LLC23,454$1.02M0.19%-1,64313F-HR/ATimeline
IHT Wealth Management, LLC23,332$1.02M0.02%-1,21413F-HRTimeline
Vestmark Advisory Solutions, Inc.23,076$1.01M0.01%+1,77313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC23,076$1.01M0.02%+1,77213F-HRTimeline
Foundations Investment Advisors, LLC22,977$1M0.01%-41113F-HRTimeline
Laraway Financial Advisors Inc21,882$954K0.58%+1,07913F-HRTimeline
IFS Group,LLC21,825$952K1.31%+3,99013F-HRTimeline
Cambridge Advisors Inc.21,755$949K0.16%+2613F-HRTimeline
Sequent Planning LLC21,447$935K0.2%-82,50413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV21,229$926K0.04%+3,01013F-HRTimeline
Merit Financial Group, LLC21,099$920K0.01%+113F-HR/ATimeline
BAM Wealth Management, LLC20,931$913K0.57%+6,02713F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd20,655$901K0.01%new13F-HRTimelineGroup
CLG LLC19,669$858K0.19%-80413F-HRTimeline
Walkner Condon Financial Advisors LLC19,413$847K0.1%+1,20713F-HRTimeline
Pinnacle Bancorp, Inc.19,073$832K0.22%-2513F-HRTimeline
Comprehensive Financial Consultants Ins…18,721$816K0.22%+1,15213F-HRTimeline
Capital Investment Advisory Services, L…18,394$802K0.05%+89713F-HRTimeline
Cyndeo Wealth Partners, LLC17,545$765K0.04%013F-HRTimeline
Acorn Wealth Advisors, LLC17,224$751K0.18%-1,42213F-HRTimeline
Advisory Alpha, LLC17,057$744K0.02%-3,41713F-HRTimeline
Dynamic Advisor Solutions LLC17,044$743K0.02%new13F-HRTimeline
PFG Advisors16,848$735K0.04%-93513F-HRTimeline
Providence First Trust Co16,636$725K0.2%new13F-HRTimeline
Winthrop Advisory Group LLC16,354$713K0.05%+7,28013F-HRTimeline
KG Capital Management16,264$709K0.42%+3,84013F-HRTimeline
Perigon Wealth Management, LLC16,072$701K0.01%+4513F-HRTimeline
BEACON FINANCIAL GROUP15,708$685K0.06%-2,88513F-HRTimeline
BlueChip Wealth Advisors LLC15,688$684K0.26%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/15,204$663K<0.01%+8,58913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,195$663K<0.01%-26,40013F-HRTimelineGroup
Mach-1 Financial Group, LLC15,144$660K0.26%-87013F-HRTimeline
Rossby Financial, LCC14,954$652K0.12%+15513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC14,219$620K0.03%+24313F-HRTimeline
First PREMIER Bank13,795$601K0.1%-5,37513F-HRTimeline
Altus Wealth Group LLC13,751$600K0.22%-2,96813F-HRTimeline
NewEdge Wealth, LLC13,621$594K0.01%-18413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13,513$589K0.02%+6,38613F-HRTimelineGroup
NOVEM GROUP13,403$585K0.06%+1,07613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC12,908$563K<0.01%+2,07813F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC12,856$561K0.34%-2613F-HRTimeline
United Advisor Group, LLC12,795$558K0.06%-31713F-HRTimeline
Richmond Investment Services, LLC12,205$532K0.17%-14,33713F-HRTimeline
GSG Advisors LLC12,187$531K0.12%-4,76913F-HRTimeline
Cornerstone Wealth Management, LLC12,156$530K0.02%-41,09513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC11,800$515K<0.01%+5,60013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,787$514K0.02%new13F-HRTimelineGroup
Allen Capital Group, LLC11,624$507K0.04%-3,31913F-HRTimeline
Sound Income Strategies, LLC11,391$497K0.02%-5013F-HRTimeline
DAVENPORT & Co LLC11,254$491K<0.01%+14313F-HRTimeline
Crusonia Wealth Advisors LLC10,633$464K0.08%-2,29913F-HRTimeline
Advisory Services Network, LLC10,523$459K0.01%-3,08413F-HRTimeline
Clear Creek Financial Management, LLC10,342$451K0.03%-5013F-HRTimeline
USAdvisors Wealth Management, LLC10,301$449K0.13%-23313F-HRTimeline
Composition Wealth, LLC10,266$448K0.01%+11413F-HRTimeline
LANARK FINANCIAL, INC.10,223$446K0.03%-1,17213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,073$439K0.01%-1913F-HRTimelineGroup
Asset One Wealth Management LLC9,974$433K0.05%-5813F-HRTimeline
Savvy Advisors, Inc.9,555$417K0.01%-1,64113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,527$415K0.01%+69413F-HRTimelineGroup
Quadcap Wealth Management, LLC9,483$414K0.04%-88713F-HRTimeline
Focus Financial Network, Inc.9,276$405K0.01%-81913F-HRTimeline
EQ LLC9,276$405K0.1%+67813F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC8,939$390K0.18%-3,44313F-HRTimeline
Asset Allocation Strategies LLC8,867$387K0.06%+2,08113F-HRTimeline
Lighthouse Wealth Management Inc.8,772$383K0.24%+11913F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …8,714$380K0.02%+71913F-HRTimelineGroup