TCW ETF TRUST FIXT
CORE PLUS BOND · ETP · CUSIP 87191E105
23
institutional holders
-4 vs Q1 2026
4.1m
shares reported held*
$156.5mreported value*
4 new
7 added
7 reduced
7 sold out
net bought ≈ $7.3m (+193.3k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $37.79.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2025 | 31 |
| Q3 2025 | 29 |
| Q4 2025 | 27 |
| Q1 2026 | 27 |
| Q2 2026 | 23 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2025 | 12 | 17 |
| Q4 2025 | 13 | 14 |
| Q1 2026 | 16 | 11 |
| Q2 2026 | 11 | 14 |
Biggest buyers
| SilverOak Wealth Management LLC | New | +265.3k |
| MORGAN STANLEY | Added | +115.1k |
| WELLS FARGO & COMPANY/MN | Added | +15.3k |
| Merit Financial Group, LLC | New | +9.4k |
| Cambridge Investment Research Advisors, Inc. | Added | +9.4k |
| OSAIC HOLDINGS, INC. | Added | +5.1k |
| NewEdge Advisors, LLC | New | +4.3k |
| STIFEL FINANCIAL CORP | Added | +933 |
| JONES FINANCIAL COMPANIES LLLP | New | +529 |
| Equitable Holdings, Inc. | Added | +296 |
Biggest sellers
| CITADEL ADVISORS LLC | Sold out | -76.1k |
| GOLDMAN SACHS GROUP INC | Sold out | -59.8k |
| BENJAMIN EDWARDS INC | Reduced | -30.0k |
| JANE STREET GROUP, LLC | Sold out | -23.1k |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | -10.6k |
| RAYMOND JAMES FINANCIAL INC | Reduced | -10.1k |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Reduced | -6.2k |
| CAPTRUST FINANCIAL ADVISORS | Sold out | -5.9k |
| Trilogy Capital Inc. | Sold out | -5.7k |
| LPL Financial LLC | Reduced | -3.7k |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 2.3m $86.5m | Added +115.1k |
| BENJAMIN EDWARDS INC 0.32% of their portfolio | 932.9k $35.3m | Reduced -30.0k |
| SilverOak Wealth Management LLC 1.29% of their portfolio | 265.3k $10.0m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 211.5k $8.0m | Added +15.3k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 93.7k $3.5m | Added +5.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 79.0k $3.0m | Reduced -10.6k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 67.6k $2.6m | Added +933 |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 38.8k $1.5m | Reduced -10.1k |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio | 37.4k $1.4m | Reduced -6.2k |
| LPL Financial LLC 0.00% of their portfolio | 28.9k $1.1m | Reduced -3.7k |
| Shum Financial Group, Inc. 0.57% of their portfolio | 25.0k $944.8k | Reduced -206 |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 23.3k $882.0k | Added +9.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 11.0k $416.0k | Unchanged |
| Merit Financial Group, LLC 0.00% of their portfolio | 9.4k $356.8k | New |
| Equitable Holdings, Inc. 0.00% of their portfolio | 7.9k $298.7k | Added +296 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio | 7.4k $278.7k | Added +93 |
| Fifth Third Securities, Inc. 0.01% of their portfolio | 5.7k $214.4k | Reduced -171 |
| NewEdge Advisors, LLC 0.00% of their portfolio | 4.3k $161.4k | New |
| Godfrey Financial Associates, Inc. 0.04% of their portfolio | 1.2k $47.1k | Unchanged |
| HARBOR INVESTMENT ADVISORY, LLC 0.00% of their portfolio | 1.2k $45.0k | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 529 $20.0k | New |
| IFP Advisors, Inc 0.00% of their portfolio | 392 $14.8k | Unchanged |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 150 $5.7k | Unchanged |