Who owns FIXT?
TCW Core Plus Bond ETF · TCW
23 institutions reported holding FIXT, worth $156.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FIXT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $86.5M | 2,288,612 | +115,062 shares |
| Benjamin Edwards Inc. | Clayton, MO | $35.3M | 932,852 | −30,040 shares |
| SilverOak Wealth Management LLC | Edina, MN | $10.0M | 265,257 | New position |
| Wells Fargo & Company | San Francisco, CA | $8.0M | 211,549 | +15,309 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $3.5M | 93,711 | +5,057 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $3.0M | 78,985 | −10,572 shares |
| Stifel Financial Corp. | St. Louis, MO | $2.6M | 67,575 | +933 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $1.5M | 38,817 | −10,129 shares |
| United Capital Financial Advisors, LLC | Irving, TX | $1.4M | 37,409 | −6,193 shares |
| LPL Financial LLC | Fort Mill, SC | $1.1M | 28,918 | −3,720 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FIXT?
23 institutional managers reported holding FIXT in Form 13F filings for June 30, 2026, worth $156.5M in total. The largest reported position was held by Morgan Stanley, at $86.5M.
Did institutions buy or sell FIXT last quarter?
Reported 13F value rose 4.6% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FIXT ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.