FLXR
TCW Flexible Income ETF · Financial Services · Asset Management - Income
Momentum-inputs (vergelijkbare managers):
breedte van houders -3.7% ·
aandelenstroom +7.7% ·
netto nieuwe posities -3.8%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 39.33K | $1.49M | +1 | n/a |
| Q2 2026 | 31 | +2 | 35.93M | $1.41B | +4 | −3 |
| Q1 2026 | 31 | +5 | 30.26M | $1.19B | +5 | n/a |
| Q4 2025 | 26 | -1 | 23.93M | $947.60M | n/a | −1 |
| Q3 2025 | 4 | 0 | 531.06K | $21.14M | +1 | −1 |
| Q2 2025 | 1 | +1 | 43.20K | $1.70M | +1 | n/a |
| Q4 2024 | 1 | 0 | 37.94K | $1.47M | n/a | n/a |
| Q3 2024 | 1 | +1 | 87.40K | $3.48M | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Captrust Financial Advisors | 5.17M | n/a | $204.70M | 0.4% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 4.80M | n/a | $190.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | UBS Group AG | 2.90M | n/a | $114.74M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 2.50M | n/a | $98.96M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.21M | +416.0% | $87.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 1.29M | n/a | $51.00M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 1.19M | n/a | $46.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Stifel Financial Corp | 1.02M | n/a | $40.38M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 810.12K | n/a | $32.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 655.13K | n/a | $25.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Northwestern Mutual Wealth… | 330.91K | n/a | $13.10M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cwm, Llc | 266.39K | n/a | $10.55M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 142.25K | n/a | $5.63M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 116.12K | n/a | $4.60M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 110.24K | n/a | $4.37M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 16 | Mariner, LLC | 87.63K | n/a | $3.47M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 76.65K | n/a | $3.04M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 76.16K | n/a | $3.02M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 44.76K | n/a | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 41.61K | n/a | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 41.52K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 33.83K | +6118.8% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Truist Financial Corp | 14.03K | n/a | $555,430 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bnp Paribas Financial Markets | 11.30K | n/a | $447,480 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 2.38K | n/a | $94,137 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (passief) | 1.13K | -1.0% | $44,708 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Goldman Sachs Group | $4.03M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 157 houders, 56.70M aandelen, $2.16B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.