DaveManuel.com · Institutional Ownership · Who Owns It
TCW ETF TRUST (FIXT)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
23
Reporting holders
$156.5M
Reported value
0.0%
Calls
0.0%
Puts
-4
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $86.5M | 2,288,612 | 0.00% | 5q | +5.3%+$4.3M |
| BENJAMIN EDWARDS INC | $35.3M | 932,852 | 0.32% | 5q | -3.1%-$1.1M |
| SilverOak Wealth Management LLC | $10.0M | 265,257 | 1.29% | new | NEW |
| WELLS FARGO & COMPANY/MN | $8.0M | 211,549 | 0.00% | 5q | +7.8%+$578.5K |
| OSAIC HOLDINGS, INC. | $3.5M | 93,711 | 0.00% | 5q | +5.7%+$191.1K |
| ENVESTNET ASSET MANAGEMENT INC | $3.0M | 78,985 | 0.00% | 5q | -11.8%-$399.5K |
| STIFEL FINANCIAL CORP | $2.6M | 67,575 | 0.00% | 2q | +1.4%+$35.3K |
| RAYMOND JAMES FINANCIAL INC | $1.5M | 38,817 | 0.00% | 5q | -20.7%-$382.8K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.4M | 37,409 | 0.01% | 5q | -14.2%-$233.7K |
| LPL Financial LLC | $1.1M | 28,918 | 0.00% | 5q | -11.4%-$140.6K |
| Shum Financial Group, Inc. | $944.8K | 25,000 | 0.57% | 4q | -0.8%-$7.8K |
| Cambridge Investment Research Advisors, Inc. | $882.0K | 23,334 | 0.00% | 5q | +67.3%+$354.7K |
| ROYAL BANK OF CANADA | $416.0K | 11,016 | 0.00% | 5q | HELD |
| Merit Financial Group, LLC | $356.8K | 9,443 | 0.00% | new | NEW |
| Equitable Holdings, Inc. | $298.7K | 7,903 | 0.00% | 2q | +3.9%+$11.2K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $278.7K | 7,375 | 0.01% | 2q | +1.3%+$3.5K |
| Fifth Third Securities, Inc. | $214.4K | 5,674 | 0.01% | 5q | -2.9%-$6.5K |
| NewEdge Advisors, LLC | $161.4K | 4,270 | 0.00% | new | NEW |
| Godfrey Financial Associates, Inc. | $47.1K | 1,247 | 0.04% | 3q | HELD |
| HARBOR INVESTMENT ADVISORY, LLC | $45.0K | 1,190 | 0.00% | 4q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $20.0K | 529 | 0.00% | new | NEW |
| IFP Advisors, Inc | $14.8K | 392 | 0.00% | 5q | HELD |
| FIFTH THIRD BANCORP | $5.7K | 150 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 6 | $20.5M | 571,602 | 0 | 1 | 3 | 0.0% |
| Q2 2026 | 23 | $156.5M | 4,141,208 | 4 | 7 | 7 | 0.0% |
| Q1 2026 | 27 | $149.8M | 3,952,484 | 4 | 11 | 8 | 0.0% |
| Q4 2025 | 27 | $141.6M | 3,705,985 | 2 | 10 | 9 | 0.0% |
| Q3 2025 | 29 | $157.5M | 4,074,359 | 4 | 7 | 11 | 0.0% |
| Q2 2025 | 31 | $212.7M | 5,569,291 | 31 | 0 | 0 | 0.0% |
| Q3 2024 | 2 | $9.5K | 244 | 1 | 1 | 0 | 0.0% |
| Q2 2024 | 3 | $425.2K | 12,184 | 1 | 1 | 1 | 0.0% |
| Q1 2024 | 2 | $588.1K | 16,993 | 0 | 2 | 0 | 0.0% |
| Q4 2023 | 5 | $507.0K | 16,485 | 1 | 1 | 2 | 0.0% |
| Q3 2023 | 3 | $508.0K | 18,262 | 2 | 1 | 0 | 0.0% |
| Q2 2023 | 1 | $262.0K | 9,197 | 0 | 1 | 0 | 0.0% |
| Q1 2023 | 1 | $217.2K | 8,408 | 0 | 0 | 1 | 0.0% |
| Q4 2022 | 2 | $227.2K | 9,358 | 1 | 1 | 0 | 0.0% |
| Q3 2022 | 1 | $2.0K | 95 | 1 | 0 | 0 | 0.0% |