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Disclosery

FLXR TCW ETF TRUST

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FLEXIBLE INCOME (fund)

159 managers (161 13F filers) reported a position in FLXR shares at 2026-03-31, 57,370,697 shares in all. 28 filers opened a position and 4 filers sold out during the quarter.

Managers
159
13F filers
161
New
28
Added
99
Reduced
26
Sold out
4
Shares held by filers
57,370,697

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,207,962$244M0.02%+1,409,03113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS5,449,636$214M0.37%+280,43613F-HRTimeline
UBS Group AGin group UBS Group AG3,586,459$141M0.02%+689,06613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,220,893$126M0.01%+1,011,67013F-HRTimelineGroup
LPL Financial LLC2,677,686$105M0.03%+178,68813F-HRTimeline
First Pacific Financial2,285,970$89.8M11.56%+110,10713F-HRTimeline
Morton Capital Management LLC/CA1,820,059$71.5M10.63%+183,41213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,758,135$69M0.02%+572,23513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,628,983$64M+249,212Timeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding1,614,785$63.4M+83,636Timeline
Janney Montgomery Scott LLC1,377,532$54.1M0.13%+156,34513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp1,369,605$53.8M0.18%+25,36613F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,288,949$50.6M0.01%+478,82913F-HR/ATimelineGroup
TCW GROUP INCin group TCW GROUP INC1,188,192$46.7M0.35%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,180,563$46.4M0.04%+160,89913F-HRTimelineGroup
Francis Financial, Inc.1,124,349$44.2M8.2%+198,31213F-HRTimeline
Keudell/Morrison Wealth Management1,100,368$43.2M8.84%-84,62013F-HRTimeline
Morling Financial Advisors, LLC793,655$31.2M9.61%+55,31113F-HRTimeline
Leelyn Smith, LLC791,161$31.1M4.36%+53,63513F-HRTimeline
Family Manage LLC789,776$31M3.72%+396,46313F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC687,204$27M1.43%+40,75513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA678,313$26.6M0.01%+23,18013F-HRTimelineGroup
PEAK FINANCIAL ADVISORS LLC635,012$24.9M11.04%-7,26213F-HRTimeline
Wealthspire Retirement, LLC536,243$21.1M1.26%new13F-HRTimeline
True North Advisors, LLC508,913$20M2.28%+151,55613F-HRTimeline
Weaver Capital Management LLC507,700$19.9M4.33%-3,02613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC490,958$19.3M0.15%-1,63713F-HRTimeline
Tidemark, LLC465,032$18.3M4.64%+45,01513F-HRTimeline
WJ Wealth Management, LLC427,989$16.8M7.87%-16,98413F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC426,822$16.8M0.21%+177,18313F-HRTimelineGroup
Spectrum Wealth Advisory Group, LLC425,095$16.7M6.21%+47,43513F-HRTimeline
IHT Wealth Management, LLC408,368$16M0.37%+218,83313F-HRTimeline
Onyx Bridge Wealth Group LLC388,997$15.3M1.64%+58,57413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…388,728$15.3M0.01%+57,82013F-HRTimelineGroup
HighTower Advisors, LLC374,368$14.7M0.02%+332,75713F-HRTimeline
FAGAN ASSOCIATES, INC.361,180$14.2M1.97%+4,81413F-HRTimeline
CWM, LLCin group CWM, LLC332,445$13.1M0.03%+66,05013F-HRTimelineGroup
Pasadena Private Wealth, LLC316,105$12.4M1.72%-38,51013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.304,703$12M0.02%+194,46513F-HRTimelineGroup
BlueStem Wealth Partners, LLC295,697$11.6M1.29%+16,32313F-HRTimeline
Beacon Financial Advisory LLC284,209$11.2M2.52%+24,37413F-HRTimeline
Peak Financial Management, Inc.279,656$11M2.79%+48,73813F-HRTimeline
Rothschild Wealth LLC269,643$10.6M0.96%+30,91713F-HRTimeline
Ausdal Financial Partners, Inc.263,186$10.3M0.46%+11,60313F-HRTimeline
White & Co Financial Planning Inc259,554$10.2M7.17%+28,13213F-HRTimeline
Ducere Wealth Management LLC240,557$9.45M3.76%+43,05713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.233,483$9.17M0.01%+91,22813F-HRTimelineGroup
&PARTNERS202,824$7.96M0.04%+90,87113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…192,820$7.57M0.01%new13F-HRTimelineGroup
Arax Advisory Partners191,547$7.52M0.21%+18,16613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…191,303$7.51M0.01%+8,16913F-HRTimelineGroup
3EDGE Asset Management, LP184,897$7.26M0.35%+7,90713F-HRTimeline
Steward Partners Investment Advisory, L…177,234$6.96M0.04%+8,83013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC157,363$6.18M0.01%+80,70913F-HRTimeline
Etesian Wealth Advisors, Inc.149,515$5.87M1.87%+46,47813F-HRTimeline
Brookwood Investment Group LLC147,542$5.79M0.74%-76,19013F-HRTimeline
Per Stirling Capital Management, LLC.147,258$5.78M0.64%+3,19613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP145,333$5.71M0.01%+131,30713F-HRTimelineGroup
Beckerman Institutional, LLC138,179$5.43M2.88%+11,96113F-HRTimeline
Mesirow Financial Investment Management…131,296$5.16M0.08%+60,95013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC128,544$5.05M0.14%new13F-HRTimeline
Lunt Capital Management, Inc.120,342$4.73M1.81%+8,15213F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC115,401$4.53M2.27%+88513F-HRTimeline
KPP Advisory Services LLC114,093$4.48M0.65%+54,27513F-HRTimeline
Maridea Wealth Management LLC114,040$4.48M0.65%+16,67313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC106,896$4.2M<0.01%new13F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC105,901$4.16M0.13%+1,61013F-HRTimeline
Mariner, LLCin group Mariner, LLC102,294$4.02M<0.01%+14,66313F-HRTimelineGroup
MARSHALL INVESTMENT MANAGEMENT, LLC101,528$3.99M1.91%new13F-HRTimeline
Capital Square, LLC97,305$3.84M1.77%-5,34513F-HRTimeline
ProCore Advisors, LLC95,441$3.75M5.75%+10,06713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.87,039$3.45M0.02%+50913F-HRTimelineGroup
Tandem Financial, LLC77,705$3.05M1.03%+36,47113F-HRTimeline
Cambridge Investment Research Advisors,…76,893$3.02M0.01%+14,52113F-HRTimeline
D.A. DAVIDSON & CO.72,585$2.85M0.02%+4,49313F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC70,997$2.79M0.29%+22,05013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO69,594$2.72M<0.01%+35,76413F-HR/ATimelineGroup
Cetera Investment Advisers66,224$2.6M<0.01%-9,93213F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners62,548$2.46M0.32%+19,24913F-HRTimelineGroup
Atlas Wealth LLC61,005$2.4M0.72%-22,21913F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …53,070$2.08M0.03%-1,94413F-HRTimelineGroup
MATHER GROUP, LLC.50,955$2M0.02%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP50,436$1.97M<0.01%+8,91713F-HRTimelineGroup
Frontier Asset Management, LLC48,612$1.91M0.4%-5,15913F-HRTimeline
Keystone Financial Group46,126$1.81M0.12%+5,81113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC42,390$1.66M0.02%+3,72813F-HRTimelineGroup
Diversified Portfolios, Inc.41,382$1.63M0.13%+10,23413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC39,835$1.56M<0.01%new13F-HRTimelineGroup
BLUE JEAN FINANCIAL LLC36,415$1.43M1.18%+2,38513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding34,948$1.37M+17,604Timeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS33,005$1.3M<0.01%+21,70513F-HRTimelineGroup
Argent Trust Co32,613$1.28M0.04%-3,33513F-HRTimeline
Encompass More Asset Management30,376$1.19M0.2%+1,65413F-HRTimeline
Ariadne Wealth Management, LP30,165$1.18M0.53%013F-HRTimeline
MML INVESTORS SERVICES, LLC29,967$1.18M<0.01%-86,14913F-HRTimeline
Retirement Planning Group, LLC29,956$1.18M0.04%new13F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC29,760$1.17M0.16%-88613F-HRTimelineGroup
UMB Bank, n.a.28,231$1.11M0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WEALTH ENHANCEMENT ADVISORY SERVICES, L…27,093$1.06M<0.01%-17,66313F-HRTimeline
Alteri Wealth LLC24,269$953K0.31%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC23,821$935K0.5%new13F-HRTimeline
DeLarme Wealth Management, Inc.23,280$914K0.59%+86913F-HRTimeline
CAP Partners, LLC22,009$864K0.49%+48913F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC21,629$849K0.22%new13F-HRTimeline
Bridgewealth Advisory Group, LLC21,613$849K0.18%+7,32313F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.20,976$824K0.03%+1,80413F-HRTimelineGroup
KAVAR CAPITAL PARTNERS GROUP, LLC20,153$791K0.1%new13F-HRTimeline
Advisory Services Network, LLC18,230$716K0.01%+24313F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC17,993$707K0.31%+11,30613F-HRTimeline
Triton Financial Group Inc17,908$706K1.23%+8,95413F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …17,260$678K0.01%+2,12613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC16,207$636K<0.01%new13F-HRTimelineGroup
Contango Wealth Management LLC14,977$588K0.69%-92,87713F-HRTimeline
Arkadios Wealth Advisors14,733$579K0.01%-42713F-HRTimeline
WEDBUSH SECURITIES INC14,386$565K0.02%+88313F-HRTimeline
Spinnaker Investment Group, LLC14,136$555K0.11%+5,17913F-HRTimeline
COFG Advisors, LLC13,862$544K0.13%+1,84913F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC13,600$534K0.19%new13F-HRTimeline
Snowden Capital Advisors LLC13,092$514K0.01%-94913F-HRTimeline
HARBOUR INVESTMENTS, INC.12,345$485K0.01%+7,63713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,280$482K<0.01%+39913F-HRTimelineGroup
Dynamic Advisor Solutions LLC11,493$451K0.01%+90313F-HRTimeline
Prospera Financial Services Inc10,650$418K0.01%+2,27513F-HRTimeline
Geneos Wealth Management Inc.9,427$370K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,324$366K<0.01%new13F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC9,281$364K0.11%-3,41413F-HRTimeline
Cooper Financial Group9,157$360K0.04%+213F-HRTimeline
Peak Asset Management, LLC9,090$357K0.06%+2,36913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,962$352K<0.01%+9013F-HRTimelineGroup
HFG Advisors, Inc.8,844$347K0.24%-2,56013F-HRTimeline
Nautilus Advisors LLC8,757$344K0.24%-3,36613F-HRTimeline
World Investment Advisors8,545$336K0.01%new13F-HRTimeline
Bensler, LLC7,866$309K0.03%+1,84113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …7,595$298K0.02%new13F-HRTimelineGroup
NorthRock Partners, LLC7,521$295K<0.01%new13F-HRTimeline
Darden Wealth Group Inc7,265$285K0.15%+76513F-HRTimeline
Parallel Advisors, LLC7,186$282K0.01%013F-HR/ATimeline
Michels Family Financial, LLC6,968$274K0.2%-18013F-HRTimeline
Atria Investments, Inc6,688$263K<0.01%+4813F-HRTimeline
EVERETT HARRIS & CO /CA/6,590$259K<0.01%013F-HRTimeline
OpenArc Corporate Advisory, LLC6,428$252K<0.01%+1,21013F-HRTimeline
EP Wealth Advisors, LLC6,283$247K<0.01%new13F-HRTimeline
Mutual Advisors, LLC6,275$246K0.01%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,681$223K0.01%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,473$215K<0.01%new13F-HRTimelineGroup
Roberts Wealth Advisors, LLC5,255$206K0.05%new13F-HRTimeline
Beacon Pointe Advisors, LLC5,230$205K<0.01%new13F-HRTimeline
BLB&B Advisors, LLC5,122$201K0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,560$101K<0.01%013F-HRTimeline
IFP Advisors, Inc2,364$92.8K<0.01%+2,09013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,127$83.5K<0.01%-25013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,122$44.1K<0.01%-713F-HRTimelineGroup
PRIVATE TRUST CO NA1,000$39.3K<0.01%+20013F-HRTimeline
Pinnacle Bancorp, Inc.673$26.4K0.01%+513F-HRTimeline
True Wealth Design, LLC645$25.3K0.01%new13F-HRTimeline
WHITTIER TRUST CO500$19.6K<0.01%new13F-HRTimeline
TSFG, LLC240$9K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates51$2K<0.01%-2213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$39<0.01%new13F-HRTimeline