FLXR

TCW Flexible Income ETFETF
UnclassifiedUSCUSIP 29287L700◍ Confluence graph
Tracked 13F Holders
152
-34 QoQ
13F Value (tracked)
$2.0B
13F Moves · latest Q
36 added
7 trimmed
Recent Filings
0

Who owns FLXR?

152 tracked 13F filers

152 tracked 13F filers disclose a position in FLXR as of the latest SEC 13F filings, a combined $2.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1BANK OF AMERICA CORP /DE/
$243.8M
6.2M
+29%
Added · +1.4M sh
Q1 2026
2UBS Group AG
$140.8M
3.6M
+24%
Added · +689K sh
Q1 2026
3MORGAN STANLEY
$126.5M
3.2M
+46%
Added · +1.0M sh
Q1 2026
4LPL Financial LLC
$105.2M
2.7M
+7.2%
Added · +179K sh
Q1 2026
5First Pacific Financial
$92.4M
2.4M
+3.1%
Added · +71K sh
Q2 2026
6Morton Capital Management LLC/CA
$71.8M
1.8M
+0.7%
Added · +12K sh
Q2 2026
7RAYMOND JAMES FINANCIAL INC
$69.0M
1.8M
+48%
Added · +572K sh
Q1 2026
8CARY STREET PARTNERS FINANCIAL LLC
$60.4M
1.5M
+4.4%
Added · +65K sh
Q1 2026
9ENVESTNET ASSET MANAGEMENT INC
$60.1M
1.5M
+19%
Added · +243K sh
Q1 2026
10WELLS FARGO & COMPANY/MN
$50.6M
1.3M
+59%
Added · +479K sh
Q1 2026
11TCW GROUP INC
$46.7M
1.2M
Held
Q1 2026
12STIFEL FINANCIAL CORP
$46.4M
1.2M
+16%
Added · +161K sh
Q1 2026
13Keudell/Morrison Wealth Management
$39.7M
1.0M
−8.1%
Reduced · −89K sh
Q2 2026
14PEAK FINANCIAL ADVISORS LLC
$34.9M
890K
+40%
Added · +255K sh
Q2 2026
15M&T BANK CORP
$33.7M
857K
−36%
Reduced · −487K sh
Q1 2026
16Leelyn Smith, LLC
$32.2M
822K
+3.9%
Added · +31K sh
Q2 2026
17Morling Financial Advisors, LLC
$32.1M
820K
+3.3%
Added · +26K sh
Q2 2026
18Family Manage LLC
$31.0M
790K
+101%
Added · +396K sh
Q1 2026
19TECTONIC ADVISORS LLC
$29.5M
752K
+9.4%
Added · +65K sh
Q2 2026
20&PARTNERS
$29.2M
744K
+267%
Added · +541K sh
Q2 2026
21ROYAL BANK OF CANADA
$26.6M
678K
+3.5%
Added · +23K sh
Q1 2026
22HIGHLINE WEALTH PARTNERS LLC
$26.5M
675K
31×
Added · +653K sh
Q2 2026
23Tidemark, LLC
$22.5M
574K
+23%
Added · +109K sh
Q2 2026
24Wealthspire Retirement, LLC
$21.6M
554K
+3.3%
Added · +17K sh
Q2 2026
25IHT Wealth Management, LLC
$21.3M
543K
+33%
Added · +134K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is FLXR being bought or sold by institutions?

Last quarter, 4 funds opened a new position in FLXR and 32 added to an existing one, while 7 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
4
funds
Added
32
funds
Reduced
7
funds
Exited
0
funds

Funds that own FLXR also own

CompanyCo-held byCombined value
APPLE INCAAPL80 funds$10.9B
MICROSOFT CORPMSFT79 funds$6.8B
AMAZON.COM INCAMZN78 funds$6.2B
NVIDIA CORPNVDA77 funds$10.2B
BROADCOM INCAVGO77 funds$4.1B
META PLATFORMS INC-CLASS AMETA77 funds$3.3B
JPMORGAN CHASE & COJPM77 funds$3.0B
ALPHABET INC-CL CGOOG76 funds$4.5B
ALPHABET INC-CL AGOOGL76 funds$4.4B
SS SPDR S&P 500 ETF TRUST-USSPY76 funds$4.3B
ISHARES CORE S&P 500 ETFIVV75 funds$7.9B
CISCO SYSTEMS INCCSCO75 funds$979.1M

Ranked by how many of FLXR's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

105 funds+78 since Q3 2024
070139Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $835.0M

Share classes

Class13F holdersValue held
FLXRthis pagemc152 funds$2.0B
PWRDmc129 funds$2.1B
VOTETRANSFRM 500 ETF106 funds$476.6M
AIFDETF29 funds$20.1M
GRWETF26 funds$37.9M
29287L809SENIOR LOAN ETF13 funds$203.1M
HYBXHIGH YIELD BOND11 funds$9.8M
ACLOETF6 funds$448.9M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in FLXR

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FLXR/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FLXR.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FLXR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.