Who Owns TCW (FIXT)? -- Institutional Holders (2026-06-30)

Name: TCW (FIXT) Institutional Holders (2026-06-30)
Creator: ko.io

30 institutions reported holding $156.1M of TCW (FIXT) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($86.5M), BENJAMIN EDWARDS INC ($35.3M), SilverOak Wealth Management LLC ($10.0M), WELLS FARGO & COMPANY/MN ($8.0M), OSAIC HOLDINGS, INC. ($3.5M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$86.5M	2.3M	Added
2	BENJAMIN EDWARDS INC	$35.3M	932,852	Trimmed
3	SilverOak Wealth Management LLC	$10.0M	265,257	New
4	WELLS FARGO & COMPANY/MN	$8.0M	211,549	Added
5	OSAIC HOLDINGS, INC.	$3.5M	93,711	Added
6	ENVESTNET ASSET MANAGEMENT INC	$3.0M	78,985	Trimmed
7	STIFEL FINANCIAL CORP	$2.6M	67,575	Added
8	RAYMOND JAMES FINANCIAL INC	$1.5M	38,817	Trimmed
9	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.4M	37,409	Trimmed
10	LPL Financial LLC	$1.1M	28,918	Trimmed
11	Shum Financial Group, Inc.	$944,751	25,000	Trimmed
12	Cambridge Investment Research Advisors, Inc.	$441,000	11,667	Trimmed
13	Royal Bank of Canada	$416,000	11,016	Hold
14	Merit Financial Group, LLC	$356,836	9,443	New
15	Equitable Holdings, Inc.	$298,660	7,903	Added
16	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$278,710	7,375	Added
17	Fifth Third Securities, Inc.	$214,420	5,674	Trimmed
18	NewEdge Advisors, LLC	$161,358	4,270	New
19	Godfrey Financial Associates, Inc.	$47,124	1,247	Hold
20	HARBOR INVESTMENT ADVISORY, LLC	$44,970	1,190	Hold
21	JONES FINANCIAL COMPANIES LLLP	$20,049	529	New
22	IFP Advisors, Inc	$14,814	392	Hold
23	FIFTH THIRD BANCORP	$5,668	150	Hold
24	CITADEL ADVISORS LLC	$0	0	Exited
25	CAPTRUST FINANCIAL ADVISORS	$0	0	Exited

来源：SEC 13F 申报文件 · 截至 2026-06-30