FLXR Institutional Ownership
TCW Flexible Income ETF
1W: -0.8%
1M: -2.2%
3M: -3.4%
YTD: -3.6%
1Y: -3.5%
$37.76
-0.01 (-0.03%)
Weekly Expected Move ±0.5%
$37
$38
$38
$38
$38
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FLXR
187
Institutional Holders
+23 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
28
New Positions
105
Increased
42
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (191 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 7,544,318 | 285M | +1,336,356 | +21.5% | 7Q | SEC ↗ |
| 2 | CAPTRUST FINANCIAL ADVISORS | 5,732,633 | 216M | +282,997 | +5.2% | 9Q | SEC ↗ |
| 3 | MORGAN STANLEY | 4,236,138 | 160M | +1,015,245 | +31.5% | 7Q | SEC ↗ |
| 4 | UBS Group AG | 4,185,097 | 158M | +598,638 | +16.7% | 5Q | SEC ↗ |
| 5 | LPL Financial LLC | 2,998,174 | 113M | +320,488 | +12.0% | 9Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 2,568,138 | 97M | +1,279,189 | +99.2% | 3Q | SEC ↗ |
| 7 | First Pacific Financial | 2,357,086 | 89M | +71,116 | +3.1% | 5Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 2,158,257 | 81M | +627,369 | +41.0% | 9Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 1,842,547 | 70M | +84,412 | +4.8% | 6Q | SEC ↗ |
| 10 | Morton Capital Management LLC/CA | 1,832,248 | 69M | +12,189 | +0.7% | 9Q | SEC ↗ |
| 11 | CARY STREET PARTNERS FINANCIAL LLC | 1,531,303 | 58M | -5,632 | -0.4% | 7Q | SEC ↗ |
| 12 | Janney Montgomery Scott LLC | 1,493,118 | 56M | +115,586 | +8.4% | 4Q | SEC ↗ |
| 13 | STIFEL FINANCIAL CORP | 1,467,980 | 55M | +287,417 | +24.3% | 8Q | SEC ↗ |
| 14 | M&T Bank Corp | 1,427,038 | 54M | +57,433 | +4.2% | 9Q | SEC ↗ |
| 15 | Francis Financial, Inc. | 1,271,353 | 48M | +147,004 | +13.1% | 6Q | SEC ↗ |
| 16 | TCW GROUP INC | 1,188,192 | 45M | — | +0.0% | 9Q | SEC ↗ |
| 17 | ROYAL BANK OF CANADA | 1,012,787 | 38M | +334,474 | +49.3% | 7Q | SEC ↗ |
| 18 | Keudell/Morrison Wealth Management | 1,011,488 | 38M | -88,880 | -8.1% | 3Q | SEC ↗ |
| 19 | PEAK FINANCIAL ADVISORS LLC | 889,796 | 34M | +254,784 | +40.1% | 6Q | SEC ↗ |
| 20 | Family Manage LLC | 873,036 | 33M | +83,260 | +10.5% | 3Q | SEC ↗ |
| 21 | Leelyn Smith, LLC | 821,976 | 31M | +30,815 | +3.9% | 7Q | SEC ↗ |
| 22 | Morling Financial Advisors, LLC | 819,626 | 31M | +25,971 | +3.3% | 5Q | SEC ↗ |
| 23 | TECTONIC ADVISORS LLC | 751,867 | 28M | +64,663 | +9.4% | 9Q | SEC ↗ |
| 24 | &PARTNERS | 743,655 | 28M | +540,831 | +266.7% | 7Q | SEC ↗ |
| 25 | HIGHLINE WEALTH PARTNERS LLC | 674,889 | 25M | +653,260 | +3020.3% | 2Q | SEC ↗ |
| 26 | Tidemark, LLC | 573,540 | 22M | +108,508 | +23.3% | 4Q | SEC ↗ |
| 27 | Wealthspire Retirement, LLC | 553,711 | 21M | +17,468 | +3.3% | 2Q | SEC ↗ |
| 28 | IHT Wealth Management, LLC | 542,760 | 20M | +134,392 | +32.9% | 5Q | SEC ↗ |
| 29 | Weaver Capital Management LLC | 507,700 | 19M | — | +0.0% | 7Q | SEC ↗ |
| 30 | Madison Asset Management, LLC | 491,484 | 19M | +64,662 | +15.1% | 5Q | SEC ↗ |
| 31 | True North Advisors, LLC | 484,709 | 18M | -24,204 | -4.8% | 3Q | SEC ↗ |
| 32 | EXCHANGE TRADED CONCEPTS, LLC | 462,376 | 17M | -28,582 | -5.8% | 7Q | SEC ↗ |
| 33 | HighTower Advisors, LLC | 401,688 | 15M | +27,320 | +7.3% | 3Q | SEC ↗ |
| 34 | Spectrum Wealth Advisory Group, LLC | 395,692 | 15M | -29,403 | -6.9% | 4Q | SEC ↗ |
| 35 | Ducere Wealth Management LLC | 392,935 | 15M | +152,378 | +63.3% | 3Q | SEC ↗ |
| 36 | Steward Partners Investment Advisory, | 389,174 | 15M | +211,940 | +119.6% | 8Q | SEC ↗ |
| 37 | WJ Wealth Management, LLC | 385,728 | 15M | -42,261 | -9.9% | 6Q | SEC ↗ |
| 38 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 371,651 | 14M | -17,077 | -4.4% | 5Q | SEC ↗ |
| 39 | FAGAN ASSOCIATES, INC. | 364,876 | 14M | +3,696 | +1.0% | 5Q | SEC ↗ |
| 40 | BlueStem Wealth Partners, LLC | 336,643 | 13M | +40,946 | +13.8% | 6Q | SEC ↗ |
| 41 | CWM, LLC | 332,445 | 13M | +66,050 | +24.8% | 4Q | SEC ↗ |
| 42 | Pasadena Private Wealth, LLC | 329,980 | 12M | +13,875 | +4.4% | 7Q | SEC ↗ |
| 43 | OSAIC HOLDINGS, INC. | 328,845 | 12M | +24,142 | +7.9% | 9Q | SEC ↗ |
| 44 | Peak Financial Management, Inc. | 303,122 | 11M | +23,466 | +8.4% | 5Q | SEC ↗ |
| 45 | Rothschild Wealth LLC | 302,671 | 11M | +33,028 | +12.2% | 3Q | SEC ↗ |
| 46 | White & Co Financial Planning Inc | 300,921 | 11M | +41,367 | +15.9% | 7Q | SEC ↗ |
| 47 | Beacon Financial Advisory LLC | 294,114 | 11M | +9,905 | +3.5% | 3Q | SEC ↗ |
| 48 | Ausdal Financial Partners, Inc. | 269,410 | 10M | +6,224 | +2.4% | 5Q | SEC ↗ |
| 49 | Rockefeller Capital Management L.P. | 263,746 | 10M | +70,926 | +36.8% | 2Q | SEC ↗ |
| 50 | Baird Financial Group, Inc. | 243,521 | 9M | +10,038 | +4.3% | 6Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Bleakley Financial Group, LLC | 174,782 | 7M |
| CHANNEL WEALTH LLC | 110,784 | 4M |
| Kestra Advisory Services, LLC | 102,179 | 4M |
| Sanctuary Advisors, LLC | 70,170 | 3M |
| Madison Wealth Partners, Inc | 31,525 | 1M |
| Global Retirement Partners, LLC | 19,785 | 747K |
| Gotham Asset Management, LLC | 17,044 | 644K |
| Vienna Asset Management LLC | 15,283 | 577K |
| NATIXIS ADVISORS, LLC | 15,014 | 567K |
| AQR CAPITAL MANAGEMENT LLC | 14,666 | 554K |
| Orion Porfolio Solutions, LLC | 12,133 | 458K |
| SIGNATURE ESTATE & INVESTMENT ADVIS | 10,323 | 390K |
| Summit Financial, LLC | 8,671 | 327K |
| Breakwater Capital Group | 8,373 | 316K |
| CHOREO, LLC | 7,969 | 301K |
| Ameritas Advisory Services, LLC | 6,962 | 263K |
| Quantinno Capital Management LP | 6,113 | 231K |
| DHJJ Financial Advisors, Ltd. | 5,794 | 219K |
| FLAGSHIP HARBOR ADVISORS, LLC | 5,791 | 219K |
| Clear Creek Financial Management, L | 5,560 | 210K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 106,896 | 4M |
| JANE STREET GROUP, LLC | 39,835 | 2M |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 20,153 | 761K |
| Nautilus Advisors LLC | 8,757 | 331K |
| RITHOLTZ WEALTH MANAGEMENT | 7,900 | 298K |
| NorthRock Partners, LLC | 7,521 | 284K |
| OpenArc Corporate Advisory, LLC | 6,428 | 243K |
| EP Wealth Advisors, LLC | 6,283 | 237K |
| Roberts Wealth Advisors, LLC | 5,255 | 198K |
| THOROUGHBRED FINANCIAL SERVICES, LL | 5,138 | 194K |
| BLB&B Advisors, LLC | 5,122 | 193K |
| True Wealth Design, LLC | 645 | 24K |
| WHITTIER TRUST CO | 500 | 19K |
| Global Wealth Strategies & Associat | 51 | 2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +1,336,356 | +21.5% | 7,544,318 |
| WELLS FARGO & COMPANY/MN | +1,279,189 | +99.2% | 2,568,138 |
| MORGAN STANLEY | +1,015,245 | +31.5% | 4,236,138 |
| HIGHLINE WEALTH PARTNERS LLC | +653,260 | +3020.3% | 674,889 |
| ENVESTNET ASSET MANAGEMENT INC | +627,369 | +41.0% | 2,158,257 |
| UBS Group AG | +598,638 | +16.7% | 4,185,097 |
| &PARTNERS | +540,831 | +266.7% | 743,655 |
| ROYAL BANK OF CANADA | +334,474 | +49.3% | 1,012,787 |
| LPL Financial LLC | +320,488 | +12.0% | 2,998,174 |
| STIFEL FINANCIAL CORP | +287,417 | +24.3% | 1,467,980 |
| CAPTRUST FINANCIAL ADVISORS | +282,997 | +5.2% | 5,732,633 |
| PEAK FINANCIAL ADVISORS LLC | +254,784 | +40.1% | 889,796 |
| Steward Partners Investment Advisor | +211,940 | +119.6% | 389,174 |
| Ducere Wealth Management LLC | +152,378 | +63.3% | 392,935 |
| Francis Financial, Inc. | +147,004 | +13.1% | 1,271,353 |
| IHT Wealth Management, LLC | +134,392 | +32.9% | 542,760 |
| Janney Montgomery Scott LLC | +115,586 | +8.4% | 1,493,118 |
| Tidemark, LLC | +108,508 | +23.3% | 573,540 |
| ANCHOR CAPITAL ADVISORS LLC | +106,609 | +82.9% | 235,153 |
| RAYMOND JAMES FINANCIAL INC | +84,412 | +4.8% | 1,842,547 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Onyx Bridge Wealth Group LLC | -156,920 | -40.3% | 232,077 |
| Contango Wealth Management LLC | -92,877 | -86.1% | 14,977 |
| Keudell/Morrison Wealth Management | -88,880 | -8.1% | 1,011,488 |
| Capital Square, LLC | -51,227 | -52.6% | 46,078 |
| WJ Wealth Management, LLC | -42,261 | -9.9% | 385,728 |
| Spectrum Wealth Advisory Group, LLC | -29,403 | -6.9% | 395,692 |
| EXCHANGE TRADED CONCEPTS, LLC | -28,582 | -5.8% | 462,376 |
| Mariner, LLC | -27,247 | -26.6% | 75,047 |
| True North Advisors, LLC | -24,204 | -4.8% | 484,709 |
| Atlas Wealth LLC | -21,212 | -34.8% | 39,793 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -17,077 | -4.4% | 371,651 |
| BELLEVUE ASSET MANAGEMENT, LLC | -13,109 | -11.4% | 102,292 |
| Triton Financial Group Inc | -8,954 | -50.0% | 8,954 |
| CARY STREET PARTNERS FINANCIAL LLC | -5,632 | -0.4% | 1,531,303 |
| CAP Partners, LLC | -4,374 | -19.9% | 17,635 |
| Concord Wealth Partners | -3,960 | -6.3% | 58,588 |
| Lunt Capital Management, Inc. | -2,998 | -2.5% | 117,344 |
| Tandem Financial, LLC | -2,565 | -3.3% | 75,140 |
| PARK AVENUE SECURITIES LLC | -2,552 | -20.8% | 9,728 |
| BlackRock, Inc. | -1,121 | -99.9% | 1 |