12 institutions reported holding $51.0M of TCW ETF TRUST (FIXT) in SEC 13F filings for 2026-06-30. Largest institutional holders: BENJAMIN EDWARDS INC ($35.3M), SilverOak Wealth Management LLC ($10.0M), ENVESTNET ASSET MANAGEMENT INC ($3.0M), Shum Financial Group, Inc. ($944,751), Cambridge Investment Research Advisors, Inc. ($882,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BENJAMIN EDWARDS INC | $35.3M | 932,852 | Trimmed |
| 2 | SilverOak Wealth Management LLC | $10.0M | 265,257 | New |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 78,985 | Trimmed |
| 4 | Shum Financial Group, Inc. | $944,751 | 25,000 | Trimmed |
| 5 | Cambridge Investment Research Advisors, Inc. | $882,000 | 23,334 | Added |
| 6 | Merit Financial Group, LLC | $356,836 | 9,443 | New |
| 7 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $278,710 | 7,375 | Added |
| 8 | Fifth Third Securities, Inc. | $214,420 | 5,674 | Trimmed |
| 9 | HARBOR INVESTMENT ADVISORY, LLC | $44,970 | 1,190 | Hold |
| 10 | IFP Advisors, Inc | $14,814 | 392 | Hold |
| 11 | Trilogy Capital Inc. | $0 | 0 | Exited |
| 12 | 1620 INVESTMENT ADVISORS, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30