Public ownership evidence

TCW Core Plus Bond ETF (FIXT) Ownership Disclosures

Read FIXT insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

TCW Core Plus Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
UNITED CAPITAL FINANCIAL ADVISORS, LLC
Report period
2026-06-30
Available
2026-08-18
Reported shares
37,409
Value (USD)
$1,411,767
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001463217-26-000004
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read FIXT fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read FIXT fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1837,409$1,411,767None
Equitable Holdings, Inc.2026-06-302026-08-187,903$298,660None
OSAIC HOLDINGS, INC.2026-06-302026-08-1593,711$3,541,263None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15529$20,049None
ROYAL BANK OF CANADA2026-06-302026-08-1511,016$416,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1536,291$1,371,433None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-152,526$95,457None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15207,749$7,850,814None
WELLS FARGO & COMPANY/MN2026-06-302026-08-153,800$143,602None
MORGAN STANLEY2026-06-302026-08-142,288,612$86,486,444None
NewEdge Advisors, LLC2026-06-302026-08-134,270$161,358None
STIFEL FINANCIAL CORP2026-06-302026-08-1367,575$2,553,652None
Godfrey Financial Associates, Inc.2026-06-302026-08-121,247$47,124None
LPL Financial LLC2026-06-302026-08-0828,918$1,092,815None
FIFTH THIRD BANCORP2026-06-302026-08-06150$5,668None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0478,985$2,984,847None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3111,667$441,000None
SilverOak Wealth Management LLC2026-06-302026-07-30265,257$10,024,035None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-2811,667$441,000None
BENJAMIN EDWARDS INC2026-06-302026-07-25423$15,982None
BENJAMIN EDWARDS INC2026-06-302026-07-25932,429$35,235,361None
Shum Financial Group, Inc.2026-06-302026-07-2325,000$944,751None
IFP Advisors, Inc2026-06-302026-07-21392$14,814None
Merit Financial Group, LLC2026-06-302026-07-219,443$356,836None
Merit Financial Group, LLC2026-06-302026-07-189,443$356,836None
Fifth Third Securities, Inc.2026-06-302026-07-165,674$214,420None
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC2026-06-302026-07-157,375$278,710None

90-day public filing window, up to 50 source positions.

UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Equitable Holdings, Inc. ↗OSAIC HOLDINGS, INC. ↗JONES FINANCIAL COMPANIES LLLP ↗ROYAL BANK OF CANADA ↗RAYMOND JAMES FINANCIAL INC ↗RAYMOND JAMES FINANCIAL INC ↗WELLS FARGO & COMPANY/MN ↗WELLS FARGO & COMPANY/MN ↗MORGAN STANLEY ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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