Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i TCW ETF Trust - TCW Flexible Income ETF inkluderar First Pacific Financial, UBS Group AG, Morling Financial Advisors, LLC, Fagan Associates, Inc., Ausdal Financial Partners, Inc., Brookwood Investment Group LLC, Peak Financial Management, Inc., Lunt Capital Management, Inc., Siligmueller & Norvid Wealth Advisors LLC, Bellevue Asset Management, Llc, Tsfg, Llc, Cwm, Llc, Madison Asset Management, LLC, SILVER OAK SECURITIES, Inc, KPP Advisory Services LLC, Old Mission Capital Llc, Axxcess Wealth Management, Llc, Concord Asset Management, LLC/VA, Dynamic Advisor Solutions LLC, och Etesian Wealth Advisors, Inc. .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-19 | 13F | Advisory Services Network, LLC | 21 516 | 4,14 | 849 | 4,94 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 36 934 | 147,00 | 1 451 | 148,03 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 9 746 | 89,02 | 384 | 91,04 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 15 846 | 21,38 | 625 | 22,31 | ||||
| 2025-08-14 | 13F | Tcw Group Inc | 977 529 | 431,49 | 38 564 | 435,30 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 54 184 | 2 138 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 044 858 | 15,61 | 41 220 | 16,44 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 52 054 | 36,01 | 2 | 100,00 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 10 125 | 399 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1 580 | 62 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 33 103 | 21,69 | 1 306 | 22,54 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 36 372 | 6,80 | 1 | 0,00 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 19 881 | 7,00 | 784 | 7,84 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 8 950 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 102 946 | 135,04 | 4 061 | 136,79 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 16 173 | 48,04 | 638 | 49,41 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 115 583 | 4 545 | ||||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 5 303 | 209 | ||||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 757 595 | 64,87 | 29 887 | 66,06 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 53 099 | 23,67 | 2 095 | 24,57 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 7 819 | 1,31 | 308 | 1,99 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 139 441 | 1,43 | 5 501 | 2,15 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 100 550 | 4 | ||||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 51 934 | 18,01 | 2 049 | 18,86 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 322 130 | 5 541,51 | 12 708 | 5 598,65 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 668 998 | 26 392 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 32 147 | 27,46 | 1 268 | 28,47 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 72 063 | 2 843 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 61 758 | 43,50 | 2 | 100,00 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 151 115 | 5 961 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 6 814 | 269 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 7 140 | 282 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 108 890 | 1 240,51 | 4 296 | 1 250,94 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 21 882 | 4,23 | 863 | 4,99 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 564 993 | 8,27 | 22 289 | 9,05 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 22 446 | 885 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10 358 | 409 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 231 877 | 9 148 | ||||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 45 735 | 228,49 | 1 804 | 231,01 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 452 065 | 37,79 | 57 284 | 38,77 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 275 976 | 20,96 | 10 887 | 21,83 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12 734 | 12,83 | 502 | 13,83 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 15 846 | 625 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 4 268 785 | 4,98 | 168 404 | 5,73 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 410 194 | 6,37 | 16 182 | 7,13 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 43 196 | 1 704 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 41 724 | 183,30 | 1 646 | 185,76 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 28 900 | 1 140 | ||||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 547 259 | 267,30 | 21 589 | 269,93 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10 731 | 438,16 | 423 | 449,35 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 172 725 | 46 264 | ||||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 1 373 849 | 5,39 | 54 198 | 6,15 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 337 141 | 6,59 | 13 300 | 7,35 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 19 807 | 301,28 | 781 | 311,05 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 242 581 | 9 570 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 294 | 67,81 | 91 | 69,81 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 236 | 13,15 | 128 | 13,39 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 24 535 | 328,93 | 968 | 331,70 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 123 749 | 4 882 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 89 321 | 10,16 | 3 524 | 10,96 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 60 601 | 2 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8 279 | 160,43 | 327 | 162,90 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 594 650 | 142,24 | 102 359 | 143,97 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 45 946 | 1 813 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 90 274 | 25,09 | 3 561 | 26,01 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 13 564 | 3 678,27 | 535 | 3 721,43 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 102 568 | 4 046 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 1 303 769 | 13,63 | 51 434 | 14,45 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 6 028 | 42,44 | 238 | 43,64 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 36 184 | 1 427 | ||||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 124 526 | 4 913 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 150 792 | 11,28 | 6 | 0,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7 186 | 283 | ||||||
| 2025-07-18 | 13F | First Pacific Financial | 1 881 546 | 74 227 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 79 532 | 133,28 | 3 138 | 134,98 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 507 527 | 1 202,79 | 20 022 | 1 212,92 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 96 235 | 88,23 | 4 | 50,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 150 089 | 42,11 | 5 921 | 43,13 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 226 595 | 52,04 | 8 939 | 53,14 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 6 810 | 269 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 262 | 10 | ||||||
| 2025-08-14 | 13F | Napa Wealth Management | 24 632 | 20,20 | 972 | 21,07 |
