FIXT Institutional Ownership
TCW Core Plus Bond ETF
1W: -1.1%
1M: -3.0%
3M: -4.7%
YTD: -5.5%
1Y: -5.5%
$35.83
-0.05 (-0.15%)
Weekly Expected Move ±0.6%
$35
$36
$36
$36
$36
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FIXT
30
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
156M
Total Invested
4
New Positions
6
Increased
15
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (33 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,288,612 | 82M | +115,062 | +5.3% | 5Q | SEC ↗ |
| 2 | BENJAMIN EDWARDS INC | 932,852 | 33M | -30,040 | -3.1% | 5Q | SEC ↗ |
| 3 | SilverOak Wealth Management LLC NEW | 265,257 | 10M | — | +0.0% | 1Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 211,549 | 8M | +15,309 | +7.8% | 5Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 93,711 | 3M | +5,057 | +5.7% | 5Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 78,985 | 3M | -10,572 | -11.8% | 5Q | SEC ↗ |
| 7 | STIFEL FINANCIAL CORP | 67,575 | 2M | +933 | +1.4% | 2Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 38,817 | 1M | -10,129 | -20.7% | 5Q | SEC ↗ |
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37,409 | 1M | -6,193 | -14.2% | 5Q | SEC ↗ |
| 10 | LPL Financial LLC | 28,918 | 1M | -3,720 | -11.4% | 5Q | SEC ↗ |
| 11 | Shum Financial Group, Inc. | 25,000 | 896K | -206 | -0.8% | 4Q | SEC ↗ |
| 12 | Cambridge Investment Research Advisors | 11,667 | 418K | -2,282 | -16.4% | 5Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 11,016 | 395K | — | +0.0% | 5Q | SEC ↗ |
| 14 | Merit Financial Group, LLC NEW | 9,443 | 338K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Equitable Holdings, Inc. | 7,903 | 283K | +296 | +3.9% | 2Q | SEC ↗ |
| 16 | SIGNATURE ESTATE & INVESTMENT ADVISORS | 7,375 | 264K | +93 | +1.3% | 2Q | SEC ↗ |
| 17 | Fifth Third Securities, Inc. | 5,674 | 203K | -171 | -2.9% | 5Q | SEC ↗ |
| 18 | CWM, LLC | 4,592 | 165K | +43 | +0.9% | 4Q | SEC ↗ |
| 19 | NewEdge Advisors, LLC NEW | 4,270 | 153K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Godfrey Financial Associates, Inc. | 1,247 | 45K | — | +0.0% | 3Q | SEC ↗ |
| 21 | HARBOR INVESTMENT ADVISORY, LLC | 1,190 | 43K | — | +0.0% | 4Q | SEC ↗ |
| 22 | JONES FINANCIAL COMPANIES LLLP NEW | 529 | 19K | — | +0.0% | 1Q | SEC ↗ |
| 23 | IFP Advisors, Inc | 392 | 14K | — | +0.0% | 5Q | SEC ↗ |
| 24 | FIFTH THIRD BANCORP | 150 | 5K | — | +0.0% | 2Q | SEC ↗ |
| 25 | JANE STREET GROUP, LLC | 0 | 0K | -23,132 | -100.0% | 4Q | SEC ↗ |
| 26 | CITADEL ADVISORS LLC | 0 | 0K | -76,126 | -100.0% | 4Q | SEC ↗ |
| 27 | AMERIPRISE FINANCIAL INC | 0 | 0K | -5,582 | -100.0% | 1Q | SEC ↗ |
| 28 | CAPTRUST FINANCIAL ADVISORS | 0 | 0K | -5,940 | -100.0% | 4Q | SEC ↗ |
| 29 | UBS Group AG | 0 | 0K | -123 | -100.0% | 4Q | SEC ↗ |
| 30 | GOLDMAN SACHS GROUP INC | 0 | 0K | -59,768 | -100.0% | 2Q | SEC ↗ |
| 31 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 0 | 0K | -372 | -100.0% | 3Q | SEC ↗ |
| 32 | Trilogy Capital Inc. | 0 | 0K | -5,713 | -100.0% | 4Q | SEC ↗ |
| 33 | 1620 INVESTMENT ADVISORS, INC. | 0 | 0K | -485 | -100.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| SilverOak Wealth Management LLC | 265,257 | 10M |
| Merit Financial Group, LLC | 9,443 | 338K |
| NewEdge Advisors, LLC | 4,270 | 153K |
| JONES FINANCIAL COMPANIES LLLP | 529 | 19K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 76,126 | 3M |
| GOLDMAN SACHS GROUP INC | 59,768 | 2M |
| JANE STREET GROUP, LLC | 23,132 | 829K |
| CAPTRUST FINANCIAL ADVISORS | 5,940 | 213K |
| Trilogy Capital Inc. | 5,713 | 205K |
| AMERIPRISE FINANCIAL INC | 5,582 | 200K |
| 1620 INVESTMENT ADVISORS, INC. | 485 | 17K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 372 | 13K |
| UBS Group AG | 123 | 4K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +115,062 | +5.3% | 2,288,612 |
| WELLS FARGO & COMPANY/MN | +15,309 | +7.8% | 211,549 |
| OSAIC HOLDINGS, INC. | +5,057 | +5.7% | 93,711 |
| STIFEL FINANCIAL CORP | +933 | +1.4% | 67,575 |
| Equitable Holdings, Inc. | +296 | +3.9% | 7,903 |
| SIGNATURE ESTATE & INVESTMENT ADVIS | +93 | +1.3% | 7,375 |
| CWM, LLC | +43 | +0.9% | 4,592 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BENJAMIN EDWARDS INC | -30,040 | -3.1% | 932,852 |
| ENVESTNET ASSET MANAGEMENT INC | -10,572 | -11.8% | 78,985 |
| RAYMOND JAMES FINANCIAL INC | -10,129 | -20.7% | 38,817 |
| UNITED CAPITAL FINANCIAL ADVISORS, | -6,193 | -14.2% | 37,409 |
| LPL Financial LLC | -3,720 | -11.4% | 28,918 |
| Cambridge Investment Research Advis | -2,282 | -16.4% | 11,667 |
| Shum Financial Group, Inc. | -206 | -0.8% | 25,000 |
| Fifth Third Securities, Inc. | -171 | -2.9% | 5,674 |