FLXR TCW Flexible Income ETF

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Pemilik institusional (13F) 183 pengaju · $2.2B total · Per tanggal 30 Juni 2026

Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.

Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
Posisi baru Posisi yang keluar Meningkat Menurun Perubahan bersih saham
27 (-2 vs Kuartal sebelumnya) 12 (+9 vs Kuartal sebelumnya) 103 (+6 vs Kuartal sebelumnya) 31 (+6 vs Kuartal sebelumnya) +6.7M

Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.

Institusi Nilai Saham % dari 13F yang dilacak Tipe
CAPTRUST FINANCIAL ADVISORS $224.776.538 5.732.633 10,39% Saham
MORGAN STANLEY $166.098.986 4.236.138 7,68% Saham
UBS Group AG $164.097.653 4.185.097 7,58% Saham
BANK OF AMERICA CORP /DE/ $147.884.141 3.771.592 6,83% Saham
LPL Financial LLC $117.558.396 2.998.174 5,43% Saham
First Pacific Financial $92.421.351 2.357.086 4,27% Saham
ENVESTNET ASSET MANAGEMENT INC $84.625.242 2.158.257 3,91% Saham
Morton Capital Management LLC/CA $71.842.436 1.832.248 3,32% Saham
STIFEL FINANCIAL CORP $57.559.644 1.467.980 2,66% Saham
Francis Financial, Inc. $49.849.759 1.271.353 2,30% Saham
TCW GROUP INC $46.589.008 1.188.192 2,15% Saham
RAYMOND JAMES FINANCIAL INC $41.993.891 1.071.000 1,94% Saham
Keudell/Morrison Wealth Management $39.660.429 1.011.488 1,83% Saham
PEAK FINANCIAL ADVISORS LLC $34.888.900 889.796 1,61% Saham
Family Manage LLC $34.231.742 873.036 1,58% Saham
Leelyn Smith, LLC $32.229.674 821.976 1,49% Saham
Morling Financial Advisors, LLC $32.137.523 819.626 1,49% Saham
TECTONIC ADVISORS LLC $29.302.221 747.315 1,35% Saham
&PARTNERS $29.155.805 743.655 1,35% Saham
HIGHLINE WEALTH PARTNERS LLC $26.462.403 674.889 1,22% Saham
CARY STREET PARTNERS FINANCIAL LLC $25.617.966 653.353 1,18% Saham
Tidemark, LLC $22.488.490 573.540 1,04% Saham
Wealthspire Retirement, LLC $21.634.392 553.711 1,00% Saham
IHT Wealth Management, LLC $21.281.612 542.760 0,98% Saham
Weaver Capital Management LLC $19.937.390 507.700 0,92% Saham
Madison Asset Management, LLC $19.271.075 491.484 0,89% Saham
True North Advisors, LLC $19.005.446 484.709 0,88% Saham
EXCHANGE TRADED CONCEPTS, LLC $18.129.763 462.376 0,84% Saham
HighTower Advisors, LLC $15.750.194 401.688 0,73% Saham
Spectrum Wealth Advisory Group, LLC $15.515.078 395.692 0,72% Saham
Ducere Wealth Management LLC $15.407.001 392.935 0,71% Saham
Steward Partners Investment Advisory, LLC $15.259.515 389.174 0,71% Saham
WJ Wealth Management, LLC $15.124.251 385.728 0,70% Saham
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $14.572.436 371.651 0,67% Saham
FAGAN ASSOCIATES, INC. $14.306.770 364.876 0,66% Saham
BlueStem Wealth Partners, LLC $13.199.764 336.643 0,61% Saham
CWM, LLC $13.055.099 332.445 0,60% Saham
Pasadena Private Wealth, LLC $12.938.528 329.980 0,60% Saham
Peak Financial Management, Inc. $11.885.448 303.122 0,55% Saham
Rothschild Wealth LLC $11.867.730 302.671 0,55% Saham
White & Co Financial Planning Inc $11.799.123 300.921 0,55% Saham
Beacon Financial Advisory LLC $11.532.197 294.114 0,53% Saham
Ausdal Financial Partners, Inc. $10.563.573 269.410 0,49% Saham
Rockefeller Capital Management L.P. $10.341.496 263.746 0,48% Saham
Baird Financial Group, Inc. $9.548.458 243.521 0,44% Saham
ANCHOR CAPITAL ADVISORS LLC $9.220.349 235.153 0,43% Saham
Onyx Bridge Wealth Group LLC $9.099.751 232.077 0,42% Saham
TRUIST FINANCIAL CORP $8.737.210 222.831 0,40% Saham
Arax Advisory Partners $8.265.602 210.803 0,38% Saham
3EDGE Asset Management, LP $7.555.061 192.682 0,35% Saham
Etesian Wealth Advisors, Inc. $7.195.275 183.506 0,33% Saham
Bleakley Financial Group, LLC $6.853.197 174.782 0,32% Saham
WELLS FARGO & COMPANY/MN $6.817.639 173.875 0,32% Saham
Per Stirling Capital Management, LLC. $6.546.210 166.953 0,30% Saham
COMMONWEALTH EQUITY SERVICES, LLC $6.385.920 162.865 0,30% Saham
Mesirow Financial Investment Management, Inc. $6.038.524 154.007 0,28% Saham
Brookwood Investment Group LLC $5.751.480 146.684 0,27% Saham
Beckerman Institutional, LLC $5.727.315 146.067 0,26% Saham
KPP Advisory Services LLC $5.560.361 141.810 0,26% Saham
Equitable Holdings, Inc. $5.175.213 131.987 0,24% Saham
Maridea Wealth Management LLC $4.989.940 127.262 0,23% Saham
CARY STREET PARTNERS INVESTMENT ADVISORY LLC $4.926.451 125.643 0,23% Saham
JPMORGAN CHASE & CO $4.703.073 119.732 0,22% Saham
Lunt Capital Management, Inc. $4.601.058 117.344 0,21% Saham
Envestnet Portfolio Solutions, Inc. $4.347.899 110.888 0,20% Saham
CHANNEL WEALTH LLC $4.343.841 110.784 0,20% Saham
AXXCESS WEALTH MANAGEMENT, LLC $4.227.700 107.822 0,20% Saham
ProCore Advisors, LLC $4.088.072 104.261 0,19% Saham
BELLEVUE ASSET MANAGEMENT, LLC $4.010.898 102.292 0,19% Saham
Kestra Advisory Services, LLC $4.006.444 102.179 0,19% Saham
MARSHALL INVESTMENT MANAGEMENT, LLC $3.979.168 101.483 0,18% Saham
OSAIC HOLDINGS, INC. $3.763.902 95.979 0,17% Saham
JONES FINANCIAL COMPANIES LLLP $3.570.762 90.998 0,17% Saham
LIBERTY ONE INVESTMENT MANAGEMENT, LLC $3.043.167 77.612 0,14% Saham
D.A. DAVIDSON & CO. $2.960.394 75.500 0,14% Saham
Tandem Financial, LLC $2.946.240 75.140 0,14% Saham
Mariner, LLC $2.942.611 75.047 0,14% Saham
Cetera Investment Advisers $2.846.787 72.604 0,13% Saham
Keystone Financial Group $2.805.890 71.560 0,13% Saham
Sanctuary Advisors, LLC $2.751.366 70.170 0,13% Saham
KESTRA PRIVATE WEALTH SERVICES, LLC $2.397.304 61.140 0,11% Saham
Concord Wealth Partners $2.297.233 58.588 0,11% Saham
MATHER GROUP, LLC. $2.296.018 58.557 0,11% Saham
Frontier Asset Management, LLC $2.254.951 57.510 0,10% Saham
Vantage Financial Partners, LLC $2.213.473 55.896 0,10% Saham
OPPENHEIMER & CO INC $2.212.699 56.432 0,10% Saham
NAPA WEALTH MANAGEMENT $2.035.831 51.152 0,09% Saham
FIFTH THIRD BANCORP $1.927.250 49.152 0,09% Saham
Diversified Portfolios, Inc. $1.891.804 48.248 0,09% Saham
PRINCIPAL SECURITIES, INC. $1.852.108 47.236 0,09% Saham
Capital Square, LLC $1.796.581 46.078 0,08% Saham
Retirement Planning Group, LLC $1.793.351 45.737 0,08% Saham
BLUE JEAN FINANCIAL LLC $1.602.748 40.876 0,07% Saham
MML INVESTORS SERVICES, LLC $1.561.711 39.829 0,07% Saham
Atlas Wealth LLC $1.560.284 39.793 0,07% Saham
Cerity Partners LLC $1.400.263 35.721 0,06% Saham
Encompass More Asset Management $1.395.719 35.596 0,06% Saham
BNP PARIBAS FINANCIAL MARKETS $1.294.126 33.005 0,06% Saham
Argent Trust Co $1.278.755 32.613 0,06% Saham
Madison Wealth Partners, Inc $1.236.086 31.525 0,06% Saham

Kepemilikan ETF Dimiliki oleh 2 ETF

Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.

Dana Bobot Unit Per tanggal Sumber
FOPC · Advisors' Inner Circle Fund II 25,26% 212.837 NS 30 April 2026 N-PORT
FCBD · Advisors' Inner Circle Fund II 24,29% 251.040 NS 30 April 2026 N-PORT