Explore more topics
Public ownership evidence

TCW Flexible Income ETF (FLXR) Ownership Disclosures

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

As of 2026-10-14T02:54:47.600Z

Jump to a section

Recent Form 4 activity

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

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

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

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.

Show the table · 50 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-289,281$363,908None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-289,281$364,465None
Beacon Pointe Advisors, LLC2026-06-302026-08-195,230$205,069None
Triton Financial Group Inc2026-06-302026-08-188,954$351,086None
Equitable Holdings, Inc.2026-06-302026-08-18131,987$5,175,213None
Mutual Advisors, LLC2026-06-302026-08-158,943$350,655None
COFG Advisors, LLC2026-06-302026-08-1522,441$879,905None
Vienna Asset Management LLC2026-06-302026-08-1515,283$599,249None
Ameritas Advisory Services, LLC2026-06-302026-08-156,962$272,975None
Per Stirling Capital Management, LLC.2026-06-302026-08-15166,953$6,546,210None
OSAIC HOLDINGS, INC.2026-06-302026-08-15117,949$4,624,766None
OSAIC HOLDINGS, INC.2026-06-302026-08-15220$8,626None
OSAIC HOLDINGS, INC.2026-06-302026-08-1555,232$2,165,657None
OSAIC HOLDINGS, INC.2026-06-302026-08-1559,465$2,331,622None
OSAIC HOLDINGS, INC.2026-06-302026-08-1595,979$3,763,902None
Orion Porfolio Solutions, LLC2026-06-302026-08-1512,133$475,744None
MARSHALL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-15101,483$3,979,168None
Tandem Financial, LLC2026-06-302026-08-1575,140$2,946,240None
Gotham Asset Management, LLC2026-06-302026-08-1517,044$668,295None
Family Manage LLC2026-06-302026-08-15873,036$34,231,742None
Michels Family Financial, LLC2026-06-302026-08-156,252$245,155None
&PARTNERS2026-06-302026-08-15743,655$29,155,805None
Thrivent Financial for Lutherans2026-06-302026-08-15202,113$7,925,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1590,998$3,570,762None
Ausdal Financial Partners, Inc.2026-06-302026-08-15269,410$10,563,573None
Pinnacle Financial Partners, Inc.2026-06-302026-08-1519,755$774,604None
Cerity Partners LLC2026-06-302026-08-1535,721$1,400,263None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1514,666$575,054None
ROYAL BANK OF CANADA2026-06-302026-08-153,978$156,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,008,770$39,554,000None
ROYAL BANK OF CANADA2026-06-302026-08-1539$2,000None
Larson Financial Group LLC2026-06-302026-08-153,743$146,755None
IHT Wealth Management, LLC2026-06-302026-08-15542,760$21,281,612None
Peak Asset Management, LLC2026-06-302026-08-159,210$361,125None
World Investment Advisors2026-06-302026-08-1522,207$870,743None
NATIXIS ADVISORS, LLC2026-06-302026-08-1515,014$588,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1520,029$785,336None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15751,518$29,467,028None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,071,000$41,993,891None
WELLS FARGO & COMPANY/MN2026-06-302026-08-152,394,263$93,879,033None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15173,875$6,817,639None
BANK OF AMERICA CORP /DE/2026-06-302026-08-153,772,726$147,928,586None
BANK OF AMERICA CORP /DE/2026-06-302026-08-153,771,592$147,884,141None
MPWM ADVISORY SOLUTIONS, LLC2026-06-302026-08-1426,185$1,026,701None
Ariadne Wealth Management, LP2026-06-302026-08-1430,165$1,182,770None
Capital Square, LLC2026-06-302026-08-1446,078$1,796,581None
Sanctuary Advisors, LLC2026-06-302026-08-1470,170$2,751,366None
Quantinno Capital Management LP2026-06-302026-08-146,113$239,698None
Rockefeller Capital Management L.P.2026-06-302026-08-14263,746$10,341,496None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14389,174$15,259,515None

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

TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Beacon Pointe Advisors, LLC ↗Triton Financial Group Inc ↗Equitable Holdings, Inc. ↗Mutual Advisors, LLC ↗COFG Advisors, LLC ↗Vienna Asset Management LLC ↗Ameritas Advisory Services, LLC ↗Per Stirling Capital Management, LLC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

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.