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Disclosery

FLXR TCW ETF TRUST

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FLEXIBLE INCOME (fund)

139 managers (142 13F filers) reported a position in FLXR shares at 2025-12-31, 47,780,711 shares in all. 20 filers opened a position and 3 filers sold out during the quarter.

Managers
139
13F filers
142
New
20
Added
78
Reduced
27
Sold out
3
Shares held by filers
47,780,711

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
CAPTRUST FINANCIAL ADVISORS5,169,200$205M0.39%+376,26413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,798,931$190M0.01%+996,73113F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,897,393$115M0.02%+593,85613F-HRTimelineGroup
LPL Financial LLC2,498,998$99M0.03%+302,23913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,209,223$87.5M0.01%+1,781,09113F-HR/ATimelineGroup
First Pacific Financial2,175,863$86.2M11.25%+237,58513F-HRTimeline
Morton Capital Management LLC/CA1,636,647$64.8M9.95%+164,82413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding1,531,149$60.6M+102,446Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,379,771$54.6M+45,183Timeline
M&T Bank Corpin group M&T Bank Corp1,344,239$53.2M0.17%+32,94713F-HR/ATimelineGroup
Janney Montgomery Scott LLC1,221,187$48.4M0.11%+217,95113F-HRTimeline
TCW GROUP INCin group TCW GROUP INC1,188,192$47.1M0.34%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,185,900$47M0.01%+455,57213F-HRTimelineGroup
Keudell/Morrison Wealth Management1,184,988$46.9M9.86%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,019,664$40.4M0.04%+103,14013F-HRTimelineGroup
Francis Financial, Inc.926,037$36.7M7.18%+91,71213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN810,120$32.1M0.01%new13F-HRTimelineGroup
Morling Financial Advisors, LLC738,344$29.2M9.22%+45,56513F-HRTimeline
Leelyn Smith, LLC737,526$29.2M4.22%+675,32913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA655,133$25.9M<0.01%+187,62313F-HRTimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC646,449$25.6M1.35%+57,70213F-HRTimelineGroup
PEAK FINANCIAL ADVISORS LLC642,274$25.4M11.43%+16,95413F-HRTimeline
Weaver Capital Management LLC510,726$20.2M4.28%+45,63513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC492,595$19.5M0.16%+18,56613F-HRTimeline
WJ Wealth Management, LLC444,973$17.6M7.71%+2,71413F-HRTimeline
Tidemark, LLC420,017$16.6M4.73%+43,53213F-HRTimeline
Family Manage LLC393,313$15.6M1.97%new13F-HRTimeline
Spectrum Wealth Advisory Group, LLC377,660$15M5.5%+360,68113F-HRTimeline
True North Advisors, LLC357,357$14.2M1.83%new13F-HRTimeline
FAGAN ASSOCIATES, INC.356,366$14.1M1.88%+50,00313F-HRTimeline
Pasadena Private Wealth, LLC354,615$14M1.92%+16,08213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…330,908$13.1M0.01%+111,41313F-HR/ATimelineGroup
Onyx Bridge Wealth Group LLC330,423$13.1M1.39%+88,24913F-HRTimeline
BlueStem Wealth Partners, LLC279,374$11.1M1.22%-115,44913F-HRTimeline
CWM, LLCin group CWM, LLC266,395$10.5M0.03%+64,33713F-HRTimelineGroup
Beacon Financial Advisory LLC259,835$10.3M2.38%new13F-HRTimeline
Ausdal Financial Partners, Inc.251,583$9.96M0.46%+7,13113F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC249,639$9.89M0.11%+13,67213F-HRTimelineGroup
Rothschild Wealth LLC238,726$9.45M0.91%new13F-HR/ATimeline
White & Co Financial Planning Inc231,422$9.16M6.85%-57013F-HRTimeline
Peak Financial Management, Inc.230,918$9.14M2.36%+31,68713F-HRTimeline
Brookwood Investment Group LLC223,732$8.86M1.07%-210,54113F-HRTimeline
Ducere Wealth Management LLC197,500$7.82M3.02%13F-HR/ATimeline
IHT Wealth Management, LLC189,535$7.51M0.18%+179,84713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…183,134$7.25M0.01%-1,66613F-HRTimelineGroup
3EDGE Asset Management, LP176,990$7.01M0.36%+38,91013F-HRTimeline
Arax Advisory Partners173,381$6.87M0.2%new13F-HRTimeline
Steward Partners Investment Advisory, L…168,404$6.67M0.04%+29,41213F-HRTimeline
Per Stirling Capital Management, LLC.144,062$5.7M0.64%+4,56113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.142,255$5.63M0.01%+44,55813F-HRTimelineGroup
Beckerman Institutional, LLC126,218$5M2.81%+7,99613F-HRTimeline
MML INVESTORS SERVICES, LLC116,116$4.6M0.01%+33,24613F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC114,516$4.53M1.47%+1,37213F-HRTimeline
Lunt Capital Management, Inc.112,190$4.44M1.66%-7,91213F-HRTimeline
&PARTNERS111,953$4.43M0.02%+42,52513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.110,238$4.37M0.01%-60,33013F-HRTimelineGroup
Contango Wealth Management LLC107,854$4.27M4.77%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC104,291$4.13M0.07%+5,25213F-HR/ATimeline
Etesian Wealth Advisors, Inc.103,037$4.08M1.28%+33,38013F-HRTimeline
Capital Square, LLC102,650$4.06M2.07%-28,58813F-HRTimeline
Maridea Wealth Management LLC97,367$3.86M0.58%+20,52813F-HRTimeline
Mariner, LLCin group Mariner, LLC87,631$3.47M<0.01%+25,71113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.86,530$3.43M0.02%+42,73213F-HRTimelineGroup
ProCore Advisors, LLC85,374$3.38M3.47%13F-HRTimeline
Atlas Wealth LLC83,224$3.3M1%+3,73713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC76,654$3.04M<0.01%+13,76613F-HRTimeline
Cetera Investment Advisers76,156$3.02M<0.01%-7,44313F-HRTimeline
Mesirow Financial Investment Management…70,346$2.79M0.06%-13,81913F-HRTimeline
D.A. DAVIDSON & CO.68,092$2.7M0.02%+2,40813F-HRTimeline
Cambridge Investment Research Advisors,…62,372$2.47M0.01%+12,82813F-HRTimeline
KPP Advisory Services LLC59,818$2.37M0.34%+10,59413F-HRTimeline
Vantage Financial Partners, LLC55,896$2.21M0.45%+6,32213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …55,014$2.18M0.03%+19,21913F-HRTimelineGroup
Frontier Asset Management, LLC53,771$2.13M0.49%+2,90713F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC48,947$1.94M0.25%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…44,756$1.77M<0.01%-48513F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners43,299$1.71M0.22%+11,20313F-HRTimelineGroup
HighTower Advisors, LLC41,611$1.65M<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP41,519$1.64M<0.01%+22,12013F-HRTimelineGroup
Keystone Financial Group40,315$1.6M0.12%+9,65413F-HRTimeline
Tandem Financial, LLC41,234$1.59M1.93%-16,31413F-HRTimeline
ROVIN CAPITAL /UT/ /ADV39,634$1.57M0.42%+2,56513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC38,662$1.53M0.02%+7,77713F-HRTimelineGroup
Argent Trust Co35,948$1.42M0.05%+2,84513F-HRTimeline
BLUE JEAN FINANCIAL LLC34,030$1.35M1.09%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO33,830$1.34M<0.01%+33,55813F-HRTimelineGroup
Diversified Portfolios, Inc.31,148$1.23M0.1%+24,09813F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC30,646$1.21M0.18%-1,06913F-HRTimelineGroup
Ariadne Wealth Management, LP30,165$1.2M0.49%013F-HRTimeline
Encompass More Asset Management28,722$1.14M0.21%new13F-HRTimeline
UMB Bank, n.a.28,231$1.12M0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DeLarme Wealth Management, Inc.22,411$887K0.63%13F-HRTimeline
CAP Partners, LLC21,520$852K0.48%+75513F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.19,172$759K0.03%-3913F-HRTimelineGroup
Advisory Services Network, LLC17,987$712K0.01%-3,82713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding17,344$687KnewTimeline
Arkadios Wealth Advisors15,160$600K0.01%-21413F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …15,134$600K<0.01%13F-HR/ATimelineGroup
Global Retirement Partners, LLC14,632$579K0.01%+2,63613F-HRTimeline
Bridgewealth Advisory Group, LLC14,290$566K0.12%+1,96013F-HRTimeline
Snowden Capital Advisors LLC14,041$556K0.01%-113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,026$555K<0.01%+8,49513F-HRTimelineGroup
WEDBUSH SECURITIES INC13,503$535K0.02%-1,81113F-HRTimeline
SOL Capital Management CO13,135$520K0.05%+1,35413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC12,695$503K0.15%new13F-HRTimeline
Nautilus Advisors LLC12,123$480K0.31%+4,13913F-HRTimeline
COFG Advisors, LLC12,013$476K0.12%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,881$470K<0.01%-1,25813F-HRTimelineGroup
HFG Advisors, Inc.11,404$452K0.33%+48513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS11,300$447K<0.01%new13F-HRTimelineGroup
Dynamic Advisor Solutions LLC10,590$419K0.01%-1,67913F-HRTimeline
COMERICA BANK9,727$385K<0.01%+8,21213F-HRTimeline
Geneos Wealth Management Inc.9,427$373K0.01%+19613F-HRTimeline
Cooper Financial Group9,155$363K0.04%-2,51013F-HRTimeline
Spinnaker Investment Group, LLC8,957$355K0.06%new13F-HRTimeline
Triton Financial Group Inc8,954$355K0.23%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,872$351K<0.01%-33113F-HRTimelineGroup
Prospera Financial Services Inc8,375$332K0.01%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT7,900$313K0.01%new13F-HRTimeline
Parallel Advisors, LLC7,186$285K0.01%013F-HRTimeline
Michels Family Financial, LLC7,148$283K0.21%-15813F-HRTimeline
Peak Asset Management, LLC6,721$266K0.05%new13F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC6,687$265K0.13%new13F-HRTimeline
Atria Investments, Inc6,640$263K<0.01%-98413F-HRTimeline
EVERETT HARRIS & CO /CA/6,590$261K<0.01%013F-HRTimeline
Darden Wealth Group Inc6,500$257K0.12%+1,35013F-HRTimeline
Bensler, LLC6,025$239K0.02%new13F-HRTimeline
Litman Gregory Wealth Management LLC5,230$207K0.02%013F-HRTimeline
OpenArc Corporate Advisory, LLC5,218$207K<0.01%13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,138$203K0.01%+3813F-HRTimeline
HARBOUR INVESTMENTS, INC.4,708$186K<0.01%-1113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,560$101K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,377$94.1K<0.01%+7913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,129$44.7K<0.01%-1113F-HRTimelineGroup
PRIVATE TRUST CO NA800$31.7K<0.01%+20013F-HRTimeline
Pinnacle Bancorp, Inc.668$26.5K0.01%+49513F-HRTimeline
IFP Advisors, Inc274$10.8K<0.01%+1213F-HRTimeline
TSFG, LLC240$9K<0.01%-64,19413F-HRTimeline
Global Wealth Strategies & Associates73$2.89K<0.01%new13F-HRTimeline