13FBOX
TCW ETF TRUST CORE PLUS BOND · 13F Institutional Holdings
Options Calculator Rankings
T

TCW ETF TRUST CORE PLUS BOND

XTWY
Institutions
47
Combined AUM (Q2 2026)
$262.8M
Combined Shares (Q2 2026)
7.0M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.1M
28 · 13 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-874,992
30 · 17 Exit · ≈
⚖️ Net
+1.2M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$262.8M
Institutions
47
New Buys
13
Adds
15
Reduces
13
Exits
17
Unchanged
6
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
<0.01%<0.01%#22$86.5M2.3M$82.5M2.1M+154,849+7.26%Add
Gradient Investments LLC
0.61%#8$44.3M1.2M$00+1.2MNew Buy
BENJAMIN EDWARDS INC
0.32%0.36%#11$35.3M932,852$36.5M962,892-30,040-3.12%Reduce
Valtinson Bruner Financial Planning LLC
5.68%6.11%#2$22.6M603,424$22.2M591,669+11,755+1.99%Add
DUTCH ASSET Corp
6.01%7.87%#1$12.1M321,586$11.7M311,606+9,980+3.20%Add
SilverOak Wealth Management LLC
1.29%#3$10.0M265,257$00+265,257New Buy
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#30$8.0M211,549$7.4M196,240+15,309+7.80%Add
Mattson Financial Services, LLC
1.03%#6$5.0M137,868$00+137,868New Buy
AE Wealth Management LLC
0.02%0.02%#18$3.8M102,060$3.9M104,914-2,854-2.72%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#23$3.5M93,711$3.4M88,654+5,057+5.70%Add
Brown Financial Advisors
1.09%#4$3.1M83,222$00+83,222New Buy
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#40$3.1M82,787$13.4M357,168-274,381-76.82%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#33$3.0M78,985$3.4M89,557-10,572-11.80%Reduce
STIFEL FINANCIAL CORP
<0.01%<0.01%#26$2.6M67,575$2.5M66,642+933+1.40%Add
Richard P Slaughter Associates Inc
0.44%0.25%#10$2.3M60,065$1.2M30,892+29,173+94.44%Add
Paladin Wealth, LLC
1.07%#5$1.8M49,165$00+49,165New Buy
JANE STREET GROUP, LLC
<0.01%<0.01%#41$1.8M46,870$876,41423,132+23,738+102.62%Add
STAR Financial Bank
0.64%0.81%#7$1.6M41,832$1.7M45,408-3,576-7.88%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#35$1.5M38,817$1.9M48,946-10,129-20.69%Reduce
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.01%0.01%#20$1.4M37,409$1.7M43,602-6,193-14.20%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#42$1.2M31,986$244,2976,499+25,487+392.17%Add
LPL Financial LLC
<0.01%<0.01%#39$1.1M28,918$1.2M32,638-3,720-11.40%Reduce
Sigma Planning Corp
0.03%#16$1.0M27,223$00+27,223New Buy
Shum Financial Group, Inc.
0.57%0.68%#9$944,75125,000$954,99225,206-206-0.82%Reduce
Tower Research Capital LLC (TRC)
0.02%#17$925,31324,652$00+24,652New Buy
HBW ADVISORY SERVICES LLC
0.08%0.08%#13$889,58023,700$791,60821,059+2,641+12.54%Add
THRIVENT FINANCIAL FOR LUTHERANS
<0.01%<0.01%#32$522,56213,922$225,0005,984+7,938+132.65%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#31$440,89511,667$528,00013,949-2,282-16.36%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#43$416,00011,016$417,00011,01600.00%Unchanged
Merit Financial Group, LLC
<0.01%#25$356,8369,443$00+9,443New Buy
Argyle Capital Partners, LLC
0.21%0.25%#12$327,3438,721$341,9199,096-375-4.12%Reduce
Equitable Holdings, Inc.
<0.01%<0.01%#27$298,6607,903$288,1917,607+296+3.89%Add
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.01%0.01%#21$278,7107,375$275,8967,282+93+1.28%Add
FSA Investment Group, LLC
0.08%0.09%#14$234,8576,257$235,0506,253+4+0.06%Add
FIFTH THIRD SECURITIES, INC.
0.01%0.01%#19$214,4205,674$221,4525,845-171-2.93%Reduce
NewEdge Advisors, LLC
<0.01%#34$161,3584,270$00+4,270New Buy
Godfrey Financial Associates, Inc.
0.04%0.04%#15$47,1241,247$47,2461,24700.00%Unchanged
HARBOR INVESTMENT ADVISORY, LLC
<0.01%<0.01%#24$44,9701,190$45,0861,19000.00%Unchanged
UBS Group AG
<0.01%<0.01%#46$35,358942$4,660123+819+665.85%Add
JONES FINANCIAL COMPANIES LLLP
<0.01%#45$20,049529$00+529New Buy
IFP Advisors, Inc
<0.01%<0.01%#37$14,814392$14,85239200.00%Unchanged
FIFTH THIRD BANCORP
<0.01%<0.01%#44$5,668150$5,68315000.00%Unchanged
2UniFi Bank
<0.01%<0.01%#28$3,30888$3,3088800.00%Unchanged
NBH Bank
<0.01%#29$3,30388$00+88New Buy
FMR LLC
<0.01%#47$2,13957$00+57New Buy
TUCKER ASSET MANAGEMENT LLC
<0.01%#36$1,31635$00+35New Buy
Elevated Capital Advisors, LLC
<0.01%<0.01%#38$94525$1,84549-24-48.98%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow