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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
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC8,641$377K0.13%-11413F-HRTimelineGroup
Holos Integrated Wealth LLC8,510$369K0.17%-53513F-HRTimeline
Summit Financial, LLC8,369$365K<0.01%-2813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,213$358K0.02%+7513F-HRTimeline
Seascape Capital Management8,187$357K0.09%-42513F-HRTimeline
ROI Financial Advisors, LLC8,069$352K0.18%+1,32313F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…7,954$347K0.07%+1,69813F-HRTimeline
Regal Investment Advisors LLC7,557$330K0.02%-13713F-HRTimeline
Sherrill & Hutchins Financial Advisory,…7,438$324K0.16%+8313F-HRTimeline
Arkadios Wealth Advisors7,288$318K<0.01%+96413F-HRTimeline
First Heartland Consultants, Inc.7,072$308K0.02%+1,79713F-HRTimeline
PRIVATE TRUST CO NA7,045$307K0.02%-5,21413F-HRTimeline
Ausdal Financial Partners, Inc.6,982$304K0.01%-66713F-HRTimeline
Cooper Financial Group6,938$303K0.03%-42513F-HRTimeline
J.W. COLE ADVISORS, INC.6,851$299K0.01%-22913F-HRTimeline
ABLE Financial Group, LLC6,667$291K0.05%-41213F-HRTimeline
American Institute for Advanced Investm…6,550$286K0.17%+10513F-HRTimeline
GeoWealth Management, LLC6,471$282K0.01%+35513F-HRTimeline
TrueWealth Advisors, LLC6,344$277K0.06%-413F-HRTimeline
PRIVATE CLIENT SERVICES, LLC6,316$275K0.07%-3,14813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,311$275K0.02%+89213F-HRTimeline
Sigma Planning Corp6,288$274K0.01%+11613F-HRTimeline
Triad Wealth Partners, LLC6,348$272K0.02%-25,05713F-HRTimeline
EdgeRock Capital LLC6,192$270K0.06%+213F-HRTimeline
Goldstone Financial Group, LLC6,169$269K0.02%-2013F-HRTimeline
RDA Financial Network5,842$255K0.06%-1,21913F-HRTimeline
LEIGH BALDWIN & CO., LLC5,771$252K0.14%-11213F-HRTimeline
Integrated Advisors Network LLC5,759$251K0.01%-1,97413F-HRTimeline
Quad-Cities Investment Group, LLC5,708$249K0.09%-39813F-HRTimeline
Cloud Capital Management, LLC5,696$248K0.09%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC5,672$247K0.06%013F-HRTimeline
Medallion Wealth Advisors, LLC5,659$247K0.08%-22413F-HRTimeline
Beacon Financial Advisory LLC5,632$246K0.05%013F-HRTimeline
Old Port Advisors5,451$238K0.05%-2013F-HRTimeline
Alpha Financial Advisors, LLC5,444$237K0.07%-375,46113F-HRTimeline
Waverly Advisors, LLC5,420$236K<0.01%-113F-HRTimeline
Andina Capital Management, LLC5,299$231K0.38%-4,92613F-HRTimeline
Parallel Advisors, LLC5,227$228K<0.01%-91513F-HRTimeline
Summit Wealth Partners, LLC5,149$225K0.03%+2213F-HRTimeline
TD Capital Management LLC5,081$222K0.02%+5713F-HRTimeline
WEDBUSH SECURITIES INC5,067$221K0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,035$220K<0.01%-1013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management5,011$219K<0.01%-22,09213F-HRTimelineGroup
Allworth Financial LP4,805$210K<0.01%+38013F-HRTimeline
Magnus Financial Group LLC4,779$208K0.01%new13F-HRTimeline
Worth Financial Advisory Group, LLC4,765$208K0.09%new13F-HRTimeline
NI ACQUISITIONS COMPANY, LLC1,505$207K0.09%13F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD4,586$200K0.04%13F-HRTimeline
Qube Research & Technologies Ltd4,547$198K<0.01%new13F-HRTimeline
EP Wealth Advisors, LLC4,480$195K<0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS4,243$185K0.02%new13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC4,104$179K0.02%13F-HRTimeline
Ankerstar Wealth, LLC4,000$174K0.15%013F-HRTimeline
NFSG Corp3,813$166K0.02%+1613F-HRTimeline
Synergy Investment Management, LLC3,715$162K0.04%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC3,387$148K0.06%new13F-HRTimeline
Global Retirement Partners, LLC3,220$140K<0.01%13F-HRTimeline
Biltmore Family Office, LLC3,075$134K0.02%new13F-HRTimeline
SBI Securities Co., Ltd.3,002$131K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC2,969$130K0.01%+2513F-HRTimeline
Bogart Wealth, LLC2,590$113K<0.01%-5413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,310$101K<0.01%-76413F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,129$92.8K<0.01%+1,13913F-HRTimelineGroup
LFA - Lugano Financial Advisors SA2,000$87.2K0.05%new13F-HRTimeline
Evelyn Partners Group Ltdin group Evelyn Partners Group Ltd1,554$67.8K<0.01%13F-HRTimelineGroup
First Pacific Financial1,409$61.5K0.01%+1613F-HRTimeline
Raleigh Capital Management Inc.1,347$58.7K0.02%-16213F-HRTimeline
Quest 10 Wealth Builders, Inc.1,080$47.1K0.04%+47213F-HRTimeline
Richard W. Paul & Associates, LLC1,004$43.8K0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC900$39.2K0.01%013F-HRTimeline
Wagner Wealth Management, LLC898$39.2K0.01%+913F-HRTimeline
Aptus Capital Advisors, LLC717$31.3K<0.01%+113F-HRTimeline
Avion Wealth700$30K0.01%new13F-HRTimeline
Integrity Financial Corp /WA666$29K0.01%-1113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…596$26K<0.01%+51513F-HRTimelineGroup
Buck Wealth Strategies, LLC586$25.6K<0.01%new13F-HRTimeline
Robinswood Financial LLC495$21.6K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC444$19.3K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC425$18.5K0.01%013F-HRTimeline
AdvisorNet Financial, Inc420$18.3K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…418$18.2K0.05%013F-HR/ATimelineGroup
Key Capital Management, INC409$17.8K0.01%+30613F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC404$17.6K0.01%+513F-HRTimeline
Signature Equity Partners, LLC383$16.7K0.01%-12113F-HRTimeline
Smartleaf Asset Management LLC313$13.7K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…284$12.4K<0.01%013F-HRTimelineGroup
Tidemark, LLC239$10.4K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.225$10K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP219$9.58K<0.01%-1,08313F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC210$9.16K<0.01%-27013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST198$8.63K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC186$8.11K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.181$7.89K<0.01%-4,73213F-HRTimeline
Silver Grove Financial Group, Inc.179$7.81K<0.01%new13F-HRTimeline
SHP Wealth Management167$7.28K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC156$6.8K<0.01%+213F-HRTimeline
AMERIFLEX GROUP, INC.145$6.32K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC139$6.06K<0.01%-313F-HRTimeline
DHJJ Financial Advisors, Ltd.127$5.54K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.104$5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IMG Wealth Management, Inc.73$3.18K<0.01%-7013F-HRTimeline
Dunhill Financial, LLC47$2.05K<0.01%013F-HRTimeline
Blue Trust, Inc.46$2.01K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…44$1.92K<0.01%new13F-HRTimelineGroup
Bernard Wealth Management Corp.33$1.42K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC24$1.05K<0.01%013F-HRTimeline
Hilltop National Bank24$1.05K<0.01%013F-HRTimeline
Horizon Investments, LLC22$956<0.01%-2213F-HRTimeline
Strive Financial Group ,LLC18$785<0.01%013F-HR/ATimeline
Strategic Wealth Partners, Ltd.13$567<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC12$5220.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors11$480<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC2$87<0.01%013F-HRTimelineGroup
Coppell Advisory Solutions LLC278,944$40.9Knew13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.