Who Owns TCW ETF TRUST (FLXR)? -- Institutional Holders (2026-03-31)
163 institutions reported holding $2.23B of TCW ETF TRUST (FLXR) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($243.8M), CAPTRUST FINANCIAL ADVISORS ($214.0M), UBS Group AG ($140.8M), MORGAN STANLEY ($126.5M), LPL Financial LLC ($105.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $243.8M | 6.2M | Added |
| 2 | CAPTRUST FINANCIAL ADVISORS | $214.0M | 5.4M | Added |
| 3 | UBS Group AG | $140.8M | 3.6M | Added |
| 4 | MORGAN STANLEY | $126.5M | 3.2M | Added |
| 5 | LPL Financial LLC | $105.2M | 2.7M | Added |
| 6 | First Pacific Financial | $89.8M | 2.3M | Added |
| 7 | Morton Capital Management LLC/CA | $71.5M | 1.8M | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $69.0M | 1.8M | Added |
| 9 | CARY STREET PARTNERS FINANCIAL LLC | $60.4M | 1.5M | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $60.1M | 1.5M | Added |
| 11 | Janney Montgomery Scott LLC | $54.1M | 1.4M | Added |
| 12 | WELLS FARGO & COMPANY/MN | $50.6M | 1.3M | Added |
| 13 | TCW GROUP INC | $46.7M | 1.2M | Hold |
| 14 | STIFEL FINANCIAL CORP | $46.4M | 1.2M | Added |
| 15 | Francis Financial, Inc. | $44.2M | 1.1M | Added |
| 16 | Keudell/Morrison Wealth Management | $43.2M | 1.1M | Trimmed |
| 17 | M&T Bank Corp | $33.7M | 856,958 | Trimmed |
| 18 | Morling Financial Advisors, LLC | $31.2M | 793,655 | Added |
| 19 | Leelyn Smith, LLC | $31.1M | 791,161 | Added |
| 20 | Family Management Corp | $31.0M | 789,776 | Added |
| 21 | TECTONIC ADVISORS LLC | $27.0M | 687,204 | Added |
| 22 | Royal Bank of Canada | $26.6M | 678,313 | Added |
| 23 | PEAK FINANCIAL ADVISORS LLC | $24.9M | 635,012 | Trimmed |
| 24 | NFP Retirement, Inc. | $21.1M | 536,243 | New |
| 25 | True North Advisors, LLC | $20.0M | 508,913 | Added |
Source: SEC Form 13F filings · as of 2026-03-31