Grundlæggende statistik
| Institutionelle ejere | 144 total, 144 long only, 0 short only, 0 long/short - change of 20,00% MRQ |
| Gennemsnitlig porteføljeallokering | 1.3949 % - change of 7,33% MRQ |
| Institutionelle aktier (lange) | 48.285.767 (ex 13D/G) - change of 12,68MM shares 35,62% MRQ |
| Institutionel værdi (lang) | $ 1.840.089 USD ($1000) |
Institutionelt ejerskab og aktionærer
TCW ETF Trust - TCW Flexible Income ETF (US:FLXR) har 144 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 48,285,767 aktier. Største aktionærer omfatter Captrust Financial Advisors, Bank Of America Corp /de/, UBS Group AG, LPL Financial LLC, Morgan Stanley, First Pacific Financial, Morton Capital Management LLC/CA, Cary Street Partners Financial Llc, M&t Bank Corp, and Envestnet Asset Management Inc .
TCW ETF Trust - TCW Flexible Income ETF (NYSE:FLXR) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of March 6, 2026 is 39,42 / share. Previously, on March 10, 2025, the share price was 39,08 / share. This represents an increase of 0,87% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 259.835 | 10.289 | ||||||
| 2026-02-04 | 13F | Bensler, LLC | 6.025 | 239 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 7.186 | 0,00 | 285 | -0,70 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 8.375 | 332 | ||||||
| 2025-09-25 | NP | FCBD - Frontier Asset Core Bond ETF | 268.299 | 3,01 | 10.587 | 3,62 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 17.987 | -17,54 | 712 | -17,97 | ||||
| 2026-02-17 | 13F | Tcw Group Inc | 1.188.192 | 0,00 | 47.052 | -0,50 | ||||
| 2026-02-13 | 13F | HFG Advisors, Inc. | 11.404 | 4,44 | 452 | 3,92 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 91.967 | -8,17 | 3.642 | -8,66 | ||||
| 2026-02-10 | 13F | Tandem Financial, LLC | 41.234 | -28,35 | 1.595 | -30,39 | ||||
| 2026-02-13 | 13F | Ariadne Wealth Management, LP | 30.165 | 0,00 | 1.196 | 0,08 | ||||
| 2026-02-11 | 13F | Etesian Wealth Advisors, Inc. | 103.037 | 47,92 | 4.080 | 47,19 | ||||
| 2026-02-04 | 13F | Bridgewealth Advisory Group, LLC | 14.290 | 15,90 | 566 | 15,31 | ||||
| 2026-02-02 | 13F | KPP Advisory Services LLC | 59.818 | 21,52 | 2.369 | 20,88 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 14.632 | 21,97 | 579 | 21,38 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 86.530 | 97,57 | 3.427 | 96,56 | ||||
| 2026-02-17 | 13F | Ducere Wealth Management LLC | 197.500 | 7.821 | ||||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 11.881 | -9,57 | 0 | |||||
| 2026-01-29 | 13F | UBS Group AG | 2.897.393 | 25,78 | 114.737 | 25,15 | ||||
| 2026-02-04 | 13F | Madison Asset Management, LLC | 249.639 | 5,79 | 9.886 | 5,26 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 1.129 | -0,96 | 45 | -2,22 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Fagan Associates, Inc. | 356.366 | 16,32 | 14.112 | 15,74 | ||||
| 2025-11-12 | 13F | Napa Wealth Management | 51.152 | 107,66 | 2.036 | 109,58 | ||||
| 2025-09-25 | NP | FOPC - Frontier Asset Opportunistic Credit ETF | 213.802 | -5,19 | 8.437 | -4,63 | ||||
| 2026-01-22 | 13F | Apollon Financial, LLC | 30.646 | -3,37 | 1.214 | -3,88 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 41.519 | 114,03 | 1.644 | 113,23 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 116.116 | 40,12 | 4.598 | 39,42 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 40.315 | 31,49 | 1.596 | 30,82 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 87.631 | 41,52 | 3.470 | 40,83 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 189.535 | 1.856,39 | 7.506 | 1.849,35 | ||||
| 2026-02-05 | 13F | Atlas Wealth LLC | 83.224 | 4,70 | 3.296 | 4,17 | ||||
| 2025-11-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 9.727 | 542,05 | 385 | 541,67 | ||||
| 2026-01-22 | 13F | Weaver Capital Management LLC | 510.726 | 9,81 | 20.225 | 9,26 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 5.230 | 0,00 | 207 | -0,48 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 6.640 | -12,91 | 263 | -13,53 | ||||
| 2026-02-06 | 13F | BlueStem Wealth Partners, LLC | 279.374 | -29,24 | 11.063 | -29,59 | ||||
| 2026-01-23 | 13F | Peak Financial Management, Inc. | 230.918 | 15,90 | 9.144 | 15,32 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 183.134 | -0,90 | 7 | 0,00 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 251.583 | 2,92 | 9.963 | 2,39 | ||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 13.503 | -11,83 | 1 | |||||
| 2026-02-06 | 13F | Keudell/Morrison Wealth Management | 1.184.988 | 46.926 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 14.041 | -0,01 | 556 | -0,36 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 208.582 | 110,61 | 8.260 | 109,57 | ||||
| 2026-02-10 | 13F | Beckerman Institutional, LLC | 126.218 | 6,76 | 4.998 | 6,23 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 14.275 | 568 | ||||||
| 2026-01-12 | 13F | Peak Financial Advisors Llc | 642.274 | 2,71 | 25.434 | 2,20 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 15.134 | 600 | ||||||
| 2026-02-04 | 13F | Tsfg, Llc | 240 | -99,63 | 0 | -100,00 | ||||
| 2026-01-16 | 13F | First Pacific Financial | 2.175.863 | 12,26 | 86.164 | 11,69 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 44.756 | -1,07 | 1.775 | -1,17 | ||||
| 2026-01-30 | 13F | Barnes Pettey Financial Advisors, Llc | 6.687 | 265 | ||||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 11.300 | 447 | ||||||
| 2026-02-17 | 13F/A | Sentinus, LLC | 238.726 | 9.454 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 655.133 | 40,13 | 25.943 | 39,43 | ||||
| 2026-02-18 | 13F | Onyx Bridge Wealth Group LLC | 330.423 | 36,44 | 13.085 | 35,75 | ||||
| 2026-01-26 | 13F | DeLarme Wealth Management, Inc. | 22.411 | 887 | ||||||
| 2026-01-21 | 13F | ProCore Advisors, LLC | 85.374 | 3.381 | ||||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 330.908 | 50,76 | 13.104 | 50,01 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 1.471.817 | 3,45 | 58.284 | 2,93 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 420.017 | 11,56 | 16.633 | 11,00 | ||||
| 2026-02-09 | 13F | Darden Wealth Group Inc | 6.500 | 26,21 | 257 | 25,98 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 5.138 | 0,75 | 0 | |||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 144.062 | 3,27 | 5.705 | 2,74 | ||||
| 2026-02-11 | 13F | Everett Harris & Co /ca/ | 6.590 | 0,00 | 261 | -0,76 | ||||
| 2026-02-05 | 13F | Peak Asset Management, LLC | 6.721 | 266 | ||||||
| 2026-01-23 | 13F | Tectonic Advisors Llc | 646.449 | 9,80 | 25.599 | 9,25 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 76.654 | 21,89 | 3.036 | 151.650,00 | ||||
| 2025-11-05 | 13F | Concord Asset Management, LLC/VA | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 33.830 | 12.337,50 | 1.340 | 13.290,00 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 10.590 | -13,68 | 419 | -14,14 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 668 | 286,13 | 26 | 333,33 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 2.377 | 3,44 | 94 | 3,30 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 62.372 | 25,89 | 2 | 100,00 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 2.560 | 0,00 | 101 | 0,00 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 173.381 | 6.866 | ||||||
| 2026-02-13 | 13F | Morgan Stanley | 2.209.223 | 416,01 | 87.485 | 413,44 | ||||
| 2025-11-13 | 13F | Wellspring Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | White & Co Financial Planning Inc | 231.422 | -0,25 | 9.164 | -0,75 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 15.160 | -1,39 | 600 | -1,80 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 6.901 | 273 | ||||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 4.798.931 | 26,21 | 190.038 | 25,58 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 266.395 | 31,84 | 11 | 25,00 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 14.026 | 153,59 | 555 | 152,27 | ||||
| 2026-01-12 | 13F | Spinnaker Investment Group, LLC | 8.957 | 355 | ||||||
| 2026-01-22 | 13F | Nautilus Advisors LLC | 12.123 | 51,84 | 480 | 51,42 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 55.896 | 12,75 | 2.213 | 12,16 | ||||
| 2026-01-14 | 13F | Exchange Traded Concepts, Llc | 492.595 | 3,92 | 19.507 | 3,39 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 41.611 | 1.648 | ||||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 15.801 | 626 | ||||||
| 2026-01-29 | 13F | Concord Wealth Partners | 43.299 | 34,90 | 1.715 | 34,22 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 5.218 | 207 | ||||||
| 2026-01-30 | 13F | SOL Capital Management CO | 13.135 | 11,49 | 1 | |||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 142.255 | 45,61 | 5.633 | 44,88 | ||||
| 2026-01-23 | 13F | Lunt Capital Management, Inc. | 112.190 | -6,59 | 4.443 | -7,07 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 1.185.900 | 62,38 | 46.962 | 61,56 | ||||
| 2026-02-13 | 13F | Blue Jean Financial Llc | 34.030 | 1.348 | ||||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 59.332 | 884,27 | 2.350 | 882,85 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 168.404 | 21,16 | 6.669 | 20,56 | ||||
| 2026-02-03 | 13F | Morton Capital Management LLC/CA | 1.636.647 | 11,20 | 64.811 | 10,64 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 12.695 | 503 | ||||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 31.148 | 341,82 | 1.233 | 340,36 | ||||
| 2026-01-20 | 13F | Fundamentun, Llc | 19.172 | -0,20 | 759 | -0,65 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 28.231 | 0,00 | 1.118 | -0,53 | ||||
| 2026-01-02 | 13F | Global Wealth Strategies & Associates | 73 | 3 | ||||||
| 2026-02-06 | 13F | 3EDGE Asset Management, LP | 176.990 | 28,18 | 7.009 | 27,53 | ||||
| 2026-02-10 | 13F | Spectrum Wealth Advisory Group, LLC | 377.660 | 2.124,28 | 14.955 | 2.115,56 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 9.427 | 2,12 | 373 | 1,63 | ||||
| 2026-02-05 | 13F | Mesirow Financial Investment Management, Inc. | 70.346 | -16,42 | 2.786 | -16,84 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 55.014 | 53,69 | 2.179 | 52,95 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 2.498.998 | 13,76 | 98.960 | 13,19 | ||||
| 2026-02-03 | 13F | Encompass More Asset Management | 28.722 | 1.137 | ||||||
| 2026-01-26 | 13F | Private Trust Co Na | 800 | 33,33 | 32 | 34,78 | ||||
| 2026-02-17 | 13F | Family Management Corp | 393.313 | 15.575 | ||||||
| 2025-11-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Argent Trust Co | 35.948 | 8,59 | 1.424 | 8,05 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 110.238 | -35,37 | 4.366 | -35,70 | ||||
| 2026-02-13 | 13F | Liberty One Investment Management, Llc | 48.947 | 1.938 | ||||||
| 2026-01-23 | 13F | Bellevue Asset Management, Llc | 114.516 | 1,21 | 4.535 | 0,69 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 223.732 | -48,48 | 8.860 | -48,74 | ||||
| 2026-02-04 | 13F | Frontier Asset Management, LLC | 53.771 | 5,72 | 2.129 | 5,19 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 4.708 | -0,23 | 186 | -0,53 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 810.120 | 32.081 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 8.872 | -3,60 | 351 | -4,10 | ||||
| 2026-02-10 | 13F | Pasadena Private Wealth, LLC | 354.615 | 4,75 | 14.043 | 4,22 | ||||
| 2026-02-06 | 13F | Morling Financial Advisors, LLC | 738.344 | 6,58 | 29.238 | 6,04 | ||||
| 2026-02-03 | 13F | Capstone Triton Financial Group, LLC | 8.954 | 0,00 | 355 | -0,56 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 76.156 | -8,90 | 3.016 | -9,38 | ||||
| 2026-01-23 | 13F | Ritholtz Wealth Management | 7.900 | 313 | ||||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 1.543 | 61 | ||||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 39.634 | 6,92 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 111.953 | 61,25 | 4.434 | 12,48 | ||||
| 2026-01-22 | 13F | True North Advisors, LLC | 357.357 | 14.151 | ||||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | WJ Wealth Management, LLC | 444.973 | 0,61 | 17.621 | -0,02 | ||||
| 2026-01-08 | 13F | Cooper Financial Group | 9.155 | -21,52 | 363 | -21,98 | ||||
| 2026-02-19 | 13F | Michels Family Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Capital Square, LLC | 102.650 | -21,78 | 4.065 | -22,19 | ||||
| 2026-01-28 | 13F | Leelyn Smith, LLC | 737.526 | 1.085,79 | 29.206 | 1.080,04 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 1.221.187 | 21,72 | 48 | 23,08 | ||||
| 2025-10-21 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | COFG Advisors, LLC | 12.013 | 476 | ||||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 5.169.200 | 7,85 | 204.700 | 7,31 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 274 | 4,58 | 11 | 0,00 | ||||
| 2026-02-11 | 13F | Francis Financial, Inc. | 926.037 | 10,99 | 36.671 | 10,43 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 1.287.804 | 4,32 | 50.997 | 3,80 | ||||
| 2026-01-08 | 13F | Maridea Wealth Management LLC | 97.367 | 26,72 | 3.856 | 25,86 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 1.344.239 | 2,51 | 53.232 | 2,00 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 68.092 | 3,67 | 2.696 | 3,14 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 1.019.664 | 11,25 | 40.379 | 10,69 | ||||
| 2026-02-04 | 13F | CAP Partners, LLC | 21.520 | 3,64 | 852 | 3,15 |
