Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / FLEXIBLE INCOME
-
Number of holders
-
33
-
Total 13F shares, excl. options
-
8,098,045
-
Shares change
-
+8,071,744
-
Total reported value, excl. options
-
$309,199,366
-
Value change
-
+$308,195,128
-
Number of buys
-
32
-
Price
-
$38.18
Significant Holders of TCW ETF TRUST - FLEXIBLE INCOME (FLXR) as of Q2 2024
33 filings reported holding FLXR - TCW ETF TRUST - FLEXIBLE INCOME as of Q2 2024.
TCW ETF TRUST - FLEXIBLE INCOME (FLXR) has 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8,098,045 shares
.
Largest 10 shareholders include CAPTRUST FINANCIAL ADVISORS (3,312,533 shares), M&T Bank Corp (1,124,596 shares), Morton Capital Management LLC/CA (1,065,976 shares), ENVESTNET ASSET MANAGEMENT INC (854,919 shares), TECTONIC ADVISORS LLC (388,715 shares), CARY STREET PARTNERS ASSET MANAGEMENT LLC (357,806 shares), LPL Financial LLC (279,497 shares), TCW GROUP INC (183,922 shares), Cambridge Investment Research Advisors, Inc. (106,562 shares), and Envestnet Portfolio Solutions, Inc. (53,916 shares).
This table shows the top 33 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.