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Disclosery

FIXD FIRST TR EXCHNG TRADED FD VI

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TCW OPPORTUNIS (fund)

311 managers (313 13F filers) reported a position in FIXD shares at 2025-12-31, 61,085,823 shares in all. 26 filers opened a position and 17 filers sold out during the quarter.

Managers
311
13F filers
313
New
26
Added
126
Reduced
121
Sold out
17
Shares held by filers
61,085,823

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY8,859,149$393M0.02%+208,08913F-HR/ATimelineGroup
LPL Financial LLC7,076,780$314M0.09%+612,70613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,930,860$263M0.05%+241,88113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,271,891$145M0.03%+518,16513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,896,834$128M0.04%+174,16513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,208,302$97.9M-85,127Timeline
UBS Group AGin group UBS Group AG1,524,629$67.6M0.01%+806,15313F-HRTimelineGroup
HighTower Advisors, LLC1,440,912$63.9M0.07%+596,22613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,434,811$63.6M0.01%+84,12913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,166,047$51.7M0.07%-115,70013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,014,438$45M<0.01%+291,48313F-HRTimelineGroup
Cetera Investment Advisers947,529$42M0.05%+4,75813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.841,343$37.3M0.05%-388,21313F-HRTimelineGroup
NewEdge Advisors, LLC777,949$34.5M0.13%+285,89413F-HRTimeline
Cambridge Investment Research Advisors,…751,719$33.3M0.09%-114,17513F-HRTimeline
Commonwealth Financial Services, LLC725,386$32.1M5.3%+9,55913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…715,285$31.8M0.06%+136,36313F-HRTimelineGroup
&PARTNERS680,109$30.1M0.16%-12,38013F-HRTimeline
Mariner, LLCin group Mariner, LLC633,678$28.1M0.03%+207,84113F-HRTimelineGroup
Great Lakes Retirement, Inc.622,880$27.6M2.87%+10,73713F-HRTimeline
GDS Wealth Management608,154$27M1.69%+87,52113F-HRTimeline
Arax Advisory Partners596,758$26.4M0.77%-1,389,61313F-HRTimeline
Geneos Wealth Management Inc.565,029$25M0.61%+5,28013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC547,397$24.3M0.03%-111,29113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP539,212$23.9M0.02%+12,86213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.534,862$23.7M0.04%+9,01413F-HRTimelineGroup
Prospera Financial Services Inc528,388$23.4M0.38%-5,23613F-HRTimeline
Atria Investments, Inc512,188$22.7M0.26%+16,92313F-HRTimeline
TCP Asset Management, LLC408,110$18.1M3.05%+37,17913F-HRTimeline
LeClair Wealth Partners LLC398,454$17.7M10.24%-127,06513F-HRTimeline
Alpha Financial Advisors, LLC384,721$17.1M5.21%+31,52413F-HRTimeline
Per Stirling Capital Management, LLC.354,005$15.7M1.76%+10,92013F-HRTimeline
PARK NATIONAL CORP /OH/331,976$14.7M0.46%+173,33613F-HRTimeline
Dominguez Wealth Management Solutions, …321,384$14.2M8.71%+1,21913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…299,164$13.3M0.02%+213,68313F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC255,678$11.3M0.03%+15,39413F-HRTimeline
Triumph Capital Management235,077$10.4M2.25%+5,98213F-HRTimeline
Larson Financial Group LLC226,523$10M0.34%+27,38713F-HRTimeline
Janney Montgomery Scott LLC213,208$9.45M0.02%+15,11613F-HRTimeline
Opes Wealth Management LLC210,085$9.31M1.58%+6,14113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP203,182$9.01M0.01%+46,71813F-HRTimelineGroup
IFP Advisors, Inc202,328$8.97M0.2%-6,22613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding193,377$8.57M+2,898Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC188,121$8.34M0.09%+41,84113F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC185,609$8.23M0.15%+60,90713F-HR/ATimeline
MGO ONE SEVEN LLC182,821$8.1M0.17%+135,88713F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC181,160$8.04M2.34%-14,01813F-HRTimeline
Sanctuary Advisors, LLC175,118$7.76M0.04%-4,12413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…172,832$7.66M<0.01%+5,43613F-HR/ATimelineGroup
Landmark Wealth Management, LLC151,575$6.72M2.57%+8,58913F-HRTimeline
Randall & Associates Wealth Management140,363$6.22M4.31%+3,16613F-HRTimeline
ERn Financial, LLC136,125$6.03M1.13%+5,84113F-HRTimeline
CENTAURUS FINANCIAL, INC.132,798$5.89M0.27%+2,09313F-HRTimeline
Pine Valley Investments Ltd Liability Co131,631$5.83M0.29%-8,48213F-HRTimeline
CoreCap Advisors, LLC130,544$5.79M0.2%+10,05213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC122,070$5.41M<0.01%-154,68813F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.120,926$5.36M0.06%+4,47413F-HRTimelineGroup
Private Advisor Group, LLC118,413$5.25M0.02%-33713F-HRTimeline
Coppell Advisory Solutions LLC114,874$5.1M0.5%+39613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED113,404$5.04M0.34%-11,29013F-HRTimeline
Kingsview Wealth Management, LLC111,556$4.94M0.07%+1,69913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.110,643$4.9M0.03%+8,37613F-HRTimelineGroup
CAPITAL FINANCIAL GROUP INC\CO\ /ADV109,584$4.86M2.71%13F-HRTimeline
Intrua Financial, LLC109,294$4.84M0.53%+64,23313F-HRTimeline
Farther Finance Advisors, LLC106,490$4.72M0.05%+49,62313F-HRTimeline
Sequent Planning LLC106,260$4.71M1.2%-2,21113F-HRTimeline
Cornerstone Wealth Management, LLC105,823$4.69M0.24%-6,15013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC102,817$4.56M0.01%+1,65613F-HRTimelineGroup
Keystone Wealth Services, LLC102,666$4.55M0.96%+2,10113F-HRTimeline
Capital Planning LLC101,225$4.48M1.26%+1,02613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC97,585$4.32M0.1%-2,00113F-HRTimelineGroup
Family Capital Management, Inc.96,428$4.27M1.9%+10,09113F-HRTimeline
Retirement Planning Group, LLC96,135$4.26M0.14%+11,31613F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.95,534$4.23M1.34%-1,10813F-HRTimeline
CWM, LLCin group CWM, LLC92,702$4.11M0.01%+13,21213F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC91,488$4.05M0.1%+5,79013F-HRTimeline
Mutual Advisors, LLC90,714$4.02M0.09%-2,47913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…86,208$3.82M0.08%-5,51213F-HRTimelineGroup
World Investment Advisors86,013$3.81M0.06%+10,50813F-HR/ATimeline
HBW ADVISORY SERVICES LLC83,625$3.71M0.4%-4,97213F-HRTimeline
BCGM Wealth Management, LLC81,277$3.6M0.92%+1,59513F-HRTimeline
Darwin Wealth Management, LLC76,839$3.41M1.06%+66513F-HRTimeline
FAGAN ASSOCIATES, INC.76,416$3.39M0.45%-1,81513F-HRTimeline
CFO4Life Group, LLC75,543$3.35M0.48%-4,55413F-HRTimeline
Betterment LLC71,637$3.17M0.01%+3,74913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…71,386$3.16M0.04%-13,97213F-HRTimelineGroup
COMERICA BANK70,913$3.14M0.01%+15,94513F-HRTimeline
Snowden Capital Advisors LLC70,245$3.11M0.08%-1,76913F-HRTimeline
Kovack Advisors, Inc.70,218$3.11M0.15%new13F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …69,209$3.07M0.04%+5,16013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp68,599$3.04M<0.01%-1,03613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.68,556$3.04M0.06%-14,72313F-HRTimeline
RFG Advisory, LLC67,971$3.01M0.06%+1,68213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.67,950$3.01M0.13%+52,59513F-HRTimelineGroup
Westside Investment Management, Inc.67,595$3M0.48%+5,12013F-HRTimeline
Cannon Financial Strategists, Inc.66,655$2.95M0.41%+2,27513F-HRTimeline
Core Wealth Partners LLC64,389$2.85M1.29%+7,39213F-HRTimeline
WealthCare Investment Partners, LLC62,476$2.77M0.81%+6,26713F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.62,065$2.75M0.32%-42,57113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV61,323$2.72M0.14%-17,80513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC59,103$2.62M0.06%-1,93013F-HRTimeline
Harvest Investment Services, LLC57,539$2.55M0.48%-16,60213F-HRTimeline
Orion Porfolio Solutions, LLC57,441$2.55M0.02%+2,89313F-HRTimeline
LaSalle St. Investment Advisors, LLC54,923$2.43M0.39%-1,28913F-HRTimeline
FLOW TRADERS U.S. LLC52,356$2.32M0.08%+29,69913F-HRTimeline
Steward Partners Investment Advisory, L…50,940$2.26M0.01%-2,41113F-HRTimeline
Global View Capital Management LLC49,797$2.21M0.41%-6,08713F-HRTimeline
Western Wealth Management, LLC49,695$2.2M0.1%+11,38413F-HRTimeline
AE Wealth Management LLC49,671$2.2M0.01%-26613F-HRTimeline
U.S. Capital Wealth Advisors, LLC49,328$2.19M0.06%+5,63413F-HRTimeline
D.A. DAVIDSON & CO.49,019$2.17M0.01%+1,81413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…46,666$2.07M0.08%+10,11013F-HRTimelineGroup
Keating Financial Advisory Services, In…46,637$2.07M0.28%13F-HRTimeline
First Financial Group Corp45,626$2.02M1.72%-2,06513F-HRTimeline
Integrated Wealth Concepts LLC41,905$1.86M0.02%-8,52513F-HRTimeline
American Financial Advisors, LLC40,030$1.77M0.23%-14,34213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…39,684$1.76M<0.01%+2,34813F-HRTimeline
Entruity Wealth, LLC39,476$1.75M1.25%+23,32613F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC37,021$1.64M0.2%-15,07013F-HRTimeline
Drake & Associates, LLC36,947$1.64M0.33%-5,03813F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC36,721$1.63M1.11%-5,61913F-HRTimeline
HCR Wealth Advisors36,345$1.61M0.16%+28713F-HRTimeline
Maia Wealth LLC35,767$1.6M0.27%-4,05613F-HRTimeline
IFG Advisory, LLC36,027$1.6M0.07%-3,06513F-HRTimeline
NewSquare Capital LLC35,512$1.57M0.14%-2,90013F-HRTimeline
Csenge Advisory Group35,241$1.56M0.07%-19,53113F-HRTimeline
Gateway Wealth Partners, LLC35,175$1.56M0.17%+5,35613F-HRTimeline
Gladstone Institutional Advisory LLC34,221$1.52M0.06%-58213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,070$1.51M<0.01%new13F-HRTimelineGroup
QTR Family Wealth, LLC33,630$1.5M0.66%-2,26113F-HRTimeline
Beacon Pointe Advisors, LLC31,912$1.41M0.01%+3,62513F-HRTimeline
Pinnacle Family Advisors, LLC31,082$1.38M0.61%-57613F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC30,115$1.33M0.48%-22,57813F-HRTimeline
WCG Wealth Advisors LLC30,054$1.33M0.04%+7,47913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV28,694$1.27M0.08%-1,57213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management28,595$1.27M0.01%-1,09213F-HRTimelineGroup
National Wealth Management Group, LLC27,637$1.22M0.42%+4,86513F-HRTimeline
IHT Wealth Management, LLC26,703$1.18M0.03%-17413F-HRTimeline
Richmond Investment Services, LLC26,466$1.17M0.2%+6413F-HRTimeline
WEST MICHIGAN ADVISORS, LLC26,303$1.17M0.27%-3,26813F-HRTimeline
Claris Financial LLC25,503$1.13M0.6%-1,66813F-HRTimeline
Advance Capital Management, Inc.24,794$1.1M0.05%-7,45413F-HRTimeline
Andina Capital Management, LLC24,620$1.09M0.66%-5,18113F-HRTimeline
Sun Financial Inc23,338$1.03M0.58%13F-HRTimeline
Cambridge Advisors Inc.22,510$998K0.19%-15613F-HRTimeline
Foundations Investment Advisors, LLC22,482$996K0.01%-3,88413F-HRTimeline
CONDOR CAPITAL MANAGEMENT22,081$979K0.08%013F-HRTimeline
PFG Advisors21,698$962K0.05%-17,89113F-HRTimeline
Cyndeo Wealth Partners, LLC21,519$954K0.05%+10713F-HRTimeline
Vestmark Advisory Solutions, Inc.21,496$953K0.01%+15,89213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC21,496$953K0.05%-38,98713F-HRTimeline
CLG LLC21,109$936K0.23%-1,24713F-HRTimeline
Merit Financial Group, LLC21,095$935K0.01%+2,50313F-HRTimeline
Advisory Alpha, LLC20,770$921K0.03%+37613F-HRTimeline
Laraway Financial Advisors Inc20,708$918K0.6%-9413F-HRTimeline
First PREMIER Bank19,170$850K0.19%013F-HRTimeline
BEACON FINANCIAL GROUP19,110$847K0.08%-14713F-HRTimeline
Creative Planningin group Creative Planning18,690$828K<0.01%-1,67613F-HRTimelineGroup
Acorn Wealth Advisors, LLC18,553$822K0.24%-15,80413F-HRTimeline
Allen Capital Group, LLC18,325$812K0.07%-1,60113F-HRTimeline
Golden State Wealth Management, LLC18,103$802K0.08%+3713F-HRTimeline
Walkner Condon Financial Advisors LLC17,479$775K0.11%+77513F-HRTimeline
Mach-1 Financial Group, LLC17,461$774K0.16%new13F-HRTimeline
GSG Advisors LLC17,311$767K0.2%-64013F-HRTimeline
Perigon Wealth Management, LLC17,295$767K0.01%+1,57013F-HRTimeline
Comprehensive Financial Consultants Ins…17,271$765K0.23%-70413F-HRTimeline
United Advisor Group, LLC16,731$742K0.1%-6,78213F-HRTimeline
Sigma Planning Corp16,154$716K0.02%-19,49113F-HRTimeline
Pinnacle Bancorp, Inc.15,457$685K0.2%+12013F-HRTimeline
Altus Wealth Group LLC15,224$675K0.27%-36513F-HRTimeline
Capital Investment Advisory Services, L…14,267$632K0.04%+1,52713F-HRTimeline
Savvy Advisors, Inc.14,231$631K0.02%+1,01913F-HRTimeline
Rossby Financial, LCC14,104$625K0.2%+26113F-HRTimeline
NewEdge Wealth, LLC13,772$610K0.01%-29113F-HRTimeline
Collaborative Wealth Managment Inc.13,750$609K0.21%-1,09813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC13,519$599K0.04%+1,59213F-HRTimeline
BlueChip Wealth Advisors LLC13,296$589K0.25%013F-HRTimeline
Pacific Excel Wealth Advisors, Inc.13,294$589K1.11%13F-HRTimeline
Engineers Gate Manager LP12,951$574K0.01%new13F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC12,919$573K0.41%-1013F-HRTimeline
Crusonia Wealth Advisors LLC12,899$572K0.13%13F-HRTimeline
Triad Wealth Partners, LLC12,589$558K0.05%+1,22013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC12,319$546K0.18%-2,44913F-HRTimeline
Sound Income Strategies, LLC12,208$542K0.03%+12,20713F-HRTimeline
Advisory Services Network, LLC12,211$541K0.01%-1,27713F-HRTimeline
KG Capital Management12,207$541K0.14%+87513F-HRTimeline
LANARK FINANCIAL, INC.12,033$533K0.04%-36813F-HRTimeline
PRIVATE TRUST CO NA11,632$516K0.05%+2,08213F-HRTimeline
BAM Wealth Management, LLC11,608$514K0.37%new13F-HRTimeline
Holos Integrated Wealth LLC11,563$512K0.29%-5,49513F-HRTimeline
Summit Financial, LLC11,196$496K0.01%-25113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC10,789$478K<0.01%+1,64413F-HRTimelineGroup
USAdvisors Wealth Management, LLC10,802$478K0.16%-86,07513F-HRTimeline
Clear Creek Financial Management, LLC10,564$468K0.04%-4,78913F-HRTimeline
DAVENPORT & Co LLC10,547$467K<0.01%+1,49213F-HRTimeline
Quadcap Wealth Management, LLC10,370$460K0.05%013F-HRTimeline
Composition Wealth, LLC10,089$447K0.01%+62813F-HRTimeline
Focus Financial Network, Inc.10,035$445K0.02%+44513F-HRTimeline
Dynamic Advisor Solutions LLC10,030$445K0.01%-142,26013F-HRTimeline
Asset One Wealth Management LLC10,041$444K0.06%13F-HRTimeline