FLXR TCW Flexible Income ETF

NYSE ·

该股票代码尚无基本面数据。

机构持有人 (13F) 182 家申报者 · $2.2B 总计 · 截至 2026年6月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸;单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存,而非方向性判断。

机构活动 — Q2 2026 与上一季度对比
新仓位 已退出持仓 增加 减少 净股数变动
27 (-2 与上一季度对比) 12 (+9 与上一季度对比) 103 (+6 与上一季度对比) 31 (+6 与上一季度对比) +6.7M

与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天,外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过,优先显示最近一个已完整报告的季度对。

机构 价值 股份 % 已追踪的13F 类型
CAPTRUST FINANCIAL ADVISORS $224776538 5732633 10.39% 股份
MORGAN STANLEY $166098986 4236138 7.68% 股份
UBS Group AG $164097653 4185097 7.58% 股份
BANK OF AMERICA CORP /DE/ $147884141 3771592 6.84% 股份
LPL Financial LLC $117558396 2998174 5.43% 股份
First Pacific Financial $92421351 2357086 4.27% 股份
ENVESTNET ASSET MANAGEMENT INC $84625242 2158257 3.91% 股份
Morton Capital Management LLC/CA $71842436 1832248 3.32% 股份
STIFEL FINANCIAL CORP $57559644 1467980 2.66% 股份
Francis Financial, Inc. $49849759 1271353 2.30% 股份
TCW GROUP INC $46589008 1188192 2.15% 股份
RAYMOND JAMES FINANCIAL INC $41993891 1071000 1.94% 股份
Keudell/Morrison Wealth Management $39660429 1011488 1.83% 股份
PEAK FINANCIAL ADVISORS LLC $34888900 889796 1.61% 股份
Family Manage LLC $34231742 873036 1.58% 股份
Leelyn Smith, LLC $32229674 821976 1.49% 股份
Morling Financial Advisors, LLC $32137523 819626 1.49% 股份
TECTONIC ADVISORS LLC $29302221 747315 1.35% 股份
&PARTNERS $29155805 743655 1.35% 股份
HIGHLINE WEALTH PARTNERS LLC $26462403 674889 1.22% 股份
CARY STREET PARTNERS FINANCIAL LLC $25617966 653353 1.18% 股份
Tidemark, LLC $22488490 573540 1.04% 股份
Wealthspire Retirement, LLC $21634392 553711 1.00% 股份
IHT Wealth Management, LLC $21281612 542760 0.98% 股份
Weaver Capital Management LLC $19937390 507700 0.92% 股份
Madison Asset Management, LLC $19271075 491484 0.89% 股份
True North Advisors, LLC $19005446 484709 0.88% 股份
EXCHANGE TRADED CONCEPTS, LLC $18129763 462376 0.84% 股份
HighTower Advisors, LLC $15750194 401688 0.73% 股份
Spectrum Wealth Advisory Group, LLC $15515078 395692 0.72% 股份
Ducere Wealth Management LLC $15407001 392935 0.71% 股份
Steward Partners Investment Advisory, LLC $15259515 389174 0.71% 股份
WJ Wealth Management, LLC $15124251 385728 0.70% 股份
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $14572436 371651 0.67% 股份
FAGAN ASSOCIATES, INC. $14306770 364876 0.66% 股份
BlueStem Wealth Partners, LLC $13199764 336643 0.61% 股份
CWM, LLC $13055099 332445 0.60% 股份
Pasadena Private Wealth, LLC $12938528 329980 0.60% 股份
Peak Financial Management, Inc. $11885448 303122 0.55% 股份
Rothschild Wealth LLC $11867730 302671 0.55% 股份
White & Co Financial Planning Inc $11799123 300921 0.55% 股份
Beacon Financial Advisory LLC $11532197 294114 0.53% 股份
Ausdal Financial Partners, Inc. $10563573 269410 0.49% 股份
Rockefeller Capital Management L.P. $10341496 263746 0.48% 股份
Baird Financial Group, Inc. $9548458 243521 0.44% 股份
ANCHOR CAPITAL ADVISORS LLC $9220349 235153 0.43% 股份
Onyx Bridge Wealth Group LLC $9099751 232077 0.42% 股份
TRUIST FINANCIAL CORP $8737210 222831 0.40% 股份
Arax Advisory Partners $8265602 210803 0.38% 股份
3EDGE Asset Management, LP $7555061 192682 0.35% 股份
Etesian Wealth Advisors, Inc. $7195275 183506 0.33% 股份
Bleakley Financial Group, LLC $6853197 174782 0.32% 股份
WELLS FARGO & COMPANY/MN $6817639 173875 0.32% 股份
Per Stirling Capital Management, LLC. $6546210 166953 0.30% 股份
COMMONWEALTH EQUITY SERVICES, LLC $6385920 162865 0.30% 股份
Mesirow Financial Investment Management, Inc. $6038524 154007 0.28% 股份
Brookwood Investment Group LLC $5751480 146684 0.27% 股份
Beckerman Institutional, LLC $5727315 146067 0.26% 股份
KPP Advisory Services LLC $5560361 141810 0.26% 股份
Equitable Holdings, Inc. $5175213 131987 0.24% 股份
Maridea Wealth Management LLC $4989940 127262 0.23% 股份
CARY STREET PARTNERS INVESTMENT ADVISORY LLC $4926451 125643 0.23% 股份
JPMORGAN CHASE & CO $4703073 119732 0.22% 股份
Lunt Capital Management, Inc. $4601058 117344 0.21% 股份
Envestnet Portfolio Solutions, Inc. $4347899 110888 0.20% 股份
CHANNEL WEALTH LLC $4343841 110784 0.20% 股份
AXXCESS WEALTH MANAGEMENT, LLC $4227700 107822 0.20% 股份
ProCore Advisors, LLC $4088072 104261 0.19% 股份
BELLEVUE ASSET MANAGEMENT, LLC $4010898 102292 0.19% 股份
Kestra Advisory Services, LLC $4006444 102179 0.19% 股份
MARSHALL INVESTMENT MANAGEMENT, LLC $3979168 101483 0.18% 股份
OSAIC HOLDINGS, INC. $3763902 95979 0.17% 股份
JONES FINANCIAL COMPANIES LLLP $3570762 90998 0.17% 股份
LIBERTY ONE INVESTMENT MANAGEMENT, LLC $3043167 77612 0.14% 股份
D.A. DAVIDSON & CO. $2960394 75500 0.14% 股份
Tandem Financial, LLC $2946240 75140 0.14% 股份
Mariner, LLC $2942611 75047 0.14% 股份
Cetera Investment Advisers $2846787 72604 0.13% 股份
Keystone Financial Group $2805890 71560 0.13% 股份
Sanctuary Advisors, LLC $2751366 70170 0.13% 股份
KESTRA PRIVATE WEALTH SERVICES, LLC $2397304 61140 0.11% 股份
Concord Wealth Partners $2297233 58588 0.11% 股份
MATHER GROUP, LLC. $2296018 58557 0.11% 股份
Frontier Asset Management, LLC $2254951 57510 0.10% 股份
Vantage Financial Partners, LLC $2213473 55896 0.10% 股份
OPPENHEIMER & CO INC $2212699 56432 0.10% 股份
NAPA WEALTH MANAGEMENT $2035831 51152 0.09% 股份
FIFTH THIRD BANCORP $1927250 49152 0.09% 股份
Diversified Portfolios, Inc. $1891804 48248 0.09% 股份
PRINCIPAL SECURITIES, INC. $1852108 47236 0.09% 股份
Capital Square, LLC $1796581 46078 0.08% 股份
Retirement Planning Group, LLC $1793351 45737 0.08% 股份
BLUE JEAN FINANCIAL LLC $1602748 40876 0.07% 股份
MML INVESTORS SERVICES, LLC $1561711 39829 0.07% 股份
Atlas Wealth LLC $1560284 39793 0.07% 股份
Cerity Partners LLC $1400263 35721 0.06% 股份
Encompass More Asset Management $1395719 35596 0.06% 股份
BNP PARIBAS FINANCIAL MARKETS $1294126 33005 0.06% 股份
Argent Trust Co $1278755 32613 0.06% 股份
Madison Wealth Partners, Inc $1236086 31525 0.06% 股份

ETF持仓 由 2 只交易所交易基金持有

权重仅反映直接股权持仓(N-PORT);杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。

基金 权重 单位 截至 来源
FOPC · Advisors' Inner Circle Fund II 25.26% 212837 NS 2026年4月30日 N-PORT
FCBD · Advisors' Inner Circle Fund II 24.29% 251040 NS 2026年4月30日 N-PORT