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

186 institutions reported holding $2.63B of TCW (FLXR) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($295.8M), CAPTRUST FINANCIAL ADVISORS ($224.8M), MORGAN STANLEY ($166.1M), UBS Group AG ($164.1M), LPL Financial LLC ($117.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$295.8M7.5MAdded
2CAPTRUST FINANCIAL ADVISORS$224.8M5.7MAdded
3MORGAN STANLEY$166.1M4.2MAdded
4UBS Group AG$164.1M4.2MAdded
5LPL Financial LLC$117.6M3.0MAdded
6WELLS FARGO & COMPANY/MN$100.7M2.6MAdded
7First Pacific Financial$92.4M2.4MAdded
8ENVESTNET ASSET MANAGEMENT INC$84.6M2.2MAdded
9RAYMOND JAMES FINANCIAL INC$72.2M1.8MAdded
10Morton Capital Management LLC/CA$71.8M1.8MAdded
11CARY STREET PARTNERS FINANCIAL LLC$60.0M1.5MTrimmed
12Janney Montgomery Scott LLC$58.5M1.5MAdded
13STIFEL FINANCIAL CORP$57.6M1.5MAdded
14M&T Bank Corp$56.0M1.4MAdded
15Francis Financial, Inc.$49.8M1.3MAdded
16TCW GROUP INC$46.6M1.2MHold
17Royal Bank of Canada$39.7M1.0MAdded
18Keudell/Morrison Wealth Management$39.7M1.0MTrimmed
19PEAK FINANCIAL ADVISORS LLC$34.9M889,796Added
20Family Management Corp$34.2M873,036Added
21Leelyn Smith, LLC$32.2M821,976Added
22Morling Financial Advisors, LLC$32.1M819,626Added
23TECTONIC ADVISORS LLC$29.5M751,867Added
24&PARTNERS$29.2M743,655Added
25HIGHLINE WEALTH PARTNERS LLC$26.5M674,889Added

来源：SEC 13F 申报文件 · 截至 2026-06-30