FLXR TCW Flexible Income ETF
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Propietarios institucionales (13F) 182 declarantes · $2.2B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 27 (-2 vs trimestre anterior) | 12 (+9 vs trimestre anterior) | 103 (+6 vs trimestre anterior) | 31 (+6 vs trimestre anterior) | +6.7M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | $224 776 538 | 5 732 633 | 10,39% | Acciones |
| MORGAN STANLEY | $166 098 986 | 4 236 138 | 7,68% | Acciones |
| UBS Group AG | $164 097 653 | 4 185 097 | 7,58% | Acciones |
| BANK OF AMERICA CORP /DE/ | $147 884 141 | 3 771 592 | 6,84% | Acciones |
| LPL Financial LLC | $117 558 396 | 2 998 174 | 5,43% | Acciones |
| First Pacific Financial | $92 421 351 | 2 357 086 | 4,27% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $84 625 242 | 2 158 257 | 3,91% | Acciones |
| Morton Capital Management LLC/CA | $71 842 436 | 1 832 248 | 3,32% | Acciones |
| STIFEL FINANCIAL CORP | $57 559 644 | 1 467 980 | 2,66% | Acciones |
| Francis Financial, Inc. | $49 849 759 | 1 271 353 | 2,30% | Acciones |
| TCW GROUP INC | $46 589 008 | 1 188 192 | 2,15% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $41 993 891 | 1 071 000 | 1,94% | Acciones |
| Keudell/Morrison Wealth Management | $39 660 429 | 1 011 488 | 1,83% | Acciones |
| PEAK FINANCIAL ADVISORS LLC | $34 888 900 | 889 796 | 1,61% | Acciones |
| Family Manage LLC | $34 231 742 | 873 036 | 1,58% | Acciones |
| Leelyn Smith, LLC | $32 229 674 | 821 976 | 1,49% | Acciones |
| Morling Financial Advisors, LLC | $32 137 523 | 819 626 | 1,49% | Acciones |
| TECTONIC ADVISORS LLC | $29 302 221 | 747 315 | 1,35% | Acciones |
| &PARTNERS | $29 155 805 | 743 655 | 1,35% | Acciones |
| HIGHLINE WEALTH PARTNERS LLC | $26 462 403 | 674 889 | 1,22% | Acciones |
| CARY STREET PARTNERS FINANCIAL LLC | $25 617 966 | 653 353 | 1,18% | Acciones |
| Tidemark, LLC | $22 488 490 | 573 540 | 1,04% | Acciones |
| Wealthspire Retirement, LLC | $21 634 392 | 553 711 | 1,00% | Acciones |
| IHT Wealth Management, LLC | $21 281 612 | 542 760 | 0,98% | Acciones |
| Weaver Capital Management LLC | $19 937 390 | 507 700 | 0,92% | Acciones |
| Madison Asset Management, LLC | $19 271 075 | 491 484 | 0,89% | Acciones |
| True North Advisors, LLC | $19 005 446 | 484 709 | 0,88% | Acciones |
| EXCHANGE TRADED CONCEPTS, LLC | $18 129 763 | 462 376 | 0,84% | Acciones |
| HighTower Advisors, LLC | $15 750 194 | 401 688 | 0,73% | Acciones |
| Spectrum Wealth Advisory Group, LLC | $15 515 078 | 395 692 | 0,72% | Acciones |
| Ducere Wealth Management LLC | $15 407 001 | 392 935 | 0,71% | Acciones |
| Steward Partners Investment Advisory, LLC | $15 259 515 | 389 174 | 0,71% | Acciones |
| WJ Wealth Management, LLC | $15 124 251 | 385 728 | 0,70% | Acciones |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14 572 436 | 371 651 | 0,67% | Acciones |
| FAGAN ASSOCIATES, INC. | $14 306 770 | 364 876 | 0,66% | Acciones |
| BlueStem Wealth Partners, LLC | $13 199 764 | 336 643 | 0,61% | Acciones |
| CWM, LLC | $13 055 099 | 332 445 | 0,60% | Acciones |
| Pasadena Private Wealth, LLC | $12 938 528 | 329 980 | 0,60% | Acciones |
| Peak Financial Management, Inc. | $11 885 448 | 303 122 | 0,55% | Acciones |
| Rothschild Wealth LLC | $11 867 730 | 302 671 | 0,55% | Acciones |
| White & Co Financial Planning Inc | $11 799 123 | 300 921 | 0,55% | Acciones |
| Beacon Financial Advisory LLC | $11 532 197 | 294 114 | 0,53% | Acciones |
| Ausdal Financial Partners, Inc. | $10 563 573 | 269 410 | 0,49% | Acciones |
| Rockefeller Capital Management L.P. | $10 341 496 | 263 746 | 0,48% | Acciones |
| Baird Financial Group, Inc. | $9 548 458 | 243 521 | 0,44% | Acciones |
| ANCHOR CAPITAL ADVISORS LLC | $9 220 349 | 235 153 | 0,43% | Acciones |
| Onyx Bridge Wealth Group LLC | $9 099 751 | 232 077 | 0,42% | Acciones |
| TRUIST FINANCIAL CORP | $8 737 210 | 222 831 | 0,40% | Acciones |
| Arax Advisory Partners | $8 265 602 | 210 803 | 0,38% | Acciones |
| 3EDGE Asset Management, LP | $7 555 061 | 192 682 | 0,35% | Acciones |
| Etesian Wealth Advisors, Inc. | $7 195 275 | 183 506 | 0,33% | Acciones |
| Bleakley Financial Group, LLC | $6 853 197 | 174 782 | 0,32% | Acciones |
| WELLS FARGO & COMPANY/MN | $6 817 639 | 173 875 | 0,32% | Acciones |
| Per Stirling Capital Management, LLC. | $6 546 210 | 166 953 | 0,30% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $6 385 920 | 162 865 | 0,30% | Acciones |
| Mesirow Financial Investment Management, Inc. | $6 038 524 | 154 007 | 0,28% | Acciones |
| Brookwood Investment Group LLC | $5 751 480 | 146 684 | 0,27% | Acciones |
| Beckerman Institutional, LLC | $5 727 315 | 146 067 | 0,26% | Acciones |
| KPP Advisory Services LLC | $5 560 361 | 141 810 | 0,26% | Acciones |
| Equitable Holdings, Inc. | $5 175 213 | 131 987 | 0,24% | Acciones |
| Maridea Wealth Management LLC | $4 989 940 | 127 262 | 0,23% | Acciones |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $4 926 451 | 125 643 | 0,23% | Acciones |
| JPMORGAN CHASE & CO | $4 703 073 | 119 732 | 0,22% | Acciones |
| Lunt Capital Management, Inc. | $4 601 058 | 117 344 | 0,21% | Acciones |
| Envestnet Portfolio Solutions, Inc. | $4 347 899 | 110 888 | 0,20% | Acciones |
| CHANNEL WEALTH LLC | $4 343 841 | 110 784 | 0,20% | Acciones |
| AXXCESS WEALTH MANAGEMENT, LLC | $4 227 700 | 107 822 | 0,20% | Acciones |
| ProCore Advisors, LLC | $4 088 072 | 104 261 | 0,19% | Acciones |
| BELLEVUE ASSET MANAGEMENT, LLC | $4 010 898 | 102 292 | 0,19% | Acciones |
| Kestra Advisory Services, LLC | $4 006 444 | 102 179 | 0,19% | Acciones |
| MARSHALL INVESTMENT MANAGEMENT, LLC | $3 979 168 | 101 483 | 0,18% | Acciones |
| OSAIC HOLDINGS, INC. | $3 763 902 | 95 979 | 0,17% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $3 570 762 | 90 998 | 0,17% | Acciones |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | $3 043 167 | 77 612 | 0,14% | Acciones |
| D.A. DAVIDSON & CO. | $2 960 394 | 75 500 | 0,14% | Acciones |
| Tandem Financial, LLC | $2 946 240 | 75 140 | 0,14% | Acciones |
| Mariner, LLC | $2 942 611 | 75 047 | 0,14% | Acciones |
| Cetera Investment Advisers | $2 846 787 | 72 604 | 0,13% | Acciones |
| Keystone Financial Group | $2 805 890 | 71 560 | 0,13% | Acciones |
| Sanctuary Advisors, LLC | $2 751 366 | 70 170 | 0,13% | Acciones |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $2 397 304 | 61 140 | 0,11% | Acciones |
| Concord Wealth Partners | $2 297 233 | 58 588 | 0,11% | Acciones |
| MATHER GROUP, LLC. | $2 296 018 | 58 557 | 0,11% | Acciones |
| Frontier Asset Management, LLC | $2 254 951 | 57 510 | 0,10% | Acciones |
| Vantage Financial Partners, LLC | $2 213 473 | 55 896 | 0,10% | Acciones |
| OPPENHEIMER & CO INC | $2 212 699 | 56 432 | 0,10% | Acciones |
| NAPA WEALTH MANAGEMENT | $2 035 831 | 51 152 | 0,09% | Acciones |
| FIFTH THIRD BANCORP | $1 927 250 | 49 152 | 0,09% | Acciones |
| Diversified Portfolios, Inc. | $1 891 804 | 48 248 | 0,09% | Acciones |
| PRINCIPAL SECURITIES, INC. | $1 852 108 | 47 236 | 0,09% | Acciones |
| Capital Square, LLC | $1 796 581 | 46 078 | 0,08% | Acciones |
| Retirement Planning Group, LLC | $1 793 351 | 45 737 | 0,08% | Acciones |
| BLUE JEAN FINANCIAL LLC | $1 602 748 | 40 876 | 0,07% | Acciones |
| MML INVESTORS SERVICES, LLC | $1 561 711 | 39 829 | 0,07% | Acciones |
| Atlas Wealth LLC | $1 560 284 | 39 793 | 0,07% | Acciones |
| Cerity Partners LLC | $1 400 263 | 35 721 | 0,06% | Acciones |
| Encompass More Asset Management | $1 395 719 | 35 596 | 0,06% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $1 294 126 | 33 005 | 0,06% | Acciones |
| Argent Trust Co | $1 278 755 | 32 613 | 0,06% | Acciones |
| Madison Wealth Partners, Inc | $1 236 086 | 31 525 | 0,06% | Acciones |
Propiedad de ETFs Mantenido por 2 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.