T
TCW Flexible Income
FLXR • XNYS
TCW Flexible Income is a publicly traded company on XNYS. As of Q3 2025, 105 institutional investors hold shares in this company, with total holdings valued at $1.4B. CAPTRUST FINANCIAL ADVISORS is the largest holder with a position valued at $190.8M.
Overview
Overview of institutional ownership in FLXR as of Q3 2025
All Institutions
- Institutions
- 105
- Value Held
- $1.4B
- Shares Held
- 34.2M
- Avg Position
- $13.0M
- Median Position
- $2.5M
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in FLXR as of Q3 2025
| Institution | Position Value |
|---|---|
 CAPTRUST FINANCIAL ADVISORS RIA/Wealth | $190.8M 0.39% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $151.3M 0.01% of portfolio |
 UBS Group AG Institution | $91.7M 0.02% of portfolio |
L LPL Financial LLC Institution | $87.4M 0.03% of portfolio |
F First Pacific Financial RIA/Wealth | $77.1M 10.72% of portfolio |
M Morton Capital Management LLC/CA Institution | $58.6M 9.61% of portfolio |
C CARY STREET PARTNERS FINANCIAL LLC Institution | $56.6M 1.48% of portfolio |
 M&T BANK CORP Institution | $52.2M 0.18% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $49.1M 0.01% of portfolio |
T TCW GROUP INC Institution | $47.3M 0.41% of portfolio |
Net Capital Flow
Institutional buying and selling activity for FLXR in Q3 2025
- Traded
- +$338.3M
- Buyers
- 85
- Sellers
- 18
- Total Bought
- +$359.3M
- Total Sold
- −$21.0M
- Avg Position
- $12.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | +$48.1M +1.2M shares |
UBS Group AG Institution | +$45.0M +1.1M shares |
L LPL Financial LLC Institution | +$29.6M +744.7K shares |
CAPTRUST FINANCIAL ADVISORS RIA/Wealth | +$20.9M +524.2K shares |
 MORGAN STANLEY RIA/Wealth | +$17.0M +427.8K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$16.3M +409.0K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$16.2M +408.2K shares |
T Tidemark, LLC RIA/Wealth | +$15.0M +376.5K shares |
 Brookwood Investment Group LLC RIA/Wealth | +$11.3M +283.2K shares |
O Onyx Bridge Wealth Group LLC RIA/Wealth | +$9.6M +242.2K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 SRS Capital Advisors, Inc. RIA/Wealth | −$5.9M −150.1K shares |
−$4.5M −115.6K shares | |
J JANE STREET GROUP, LLC Institution | −$4.1M −102.9K shares |
 SILVER OAK SECURITIES, Inc RIA/Wealth | −$1.8M −45.9K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$1.7M −43.2K shares |
O OLD MISSION CAPITAL LLC Institution | −$1.1M −28.9K shares |
C Concord Asset Management, LLC/VA RIA/Wealth | −$625.1K −15.8K shares |
E EXCHANGE TRADED CONCEPTS, LLC Institution | −$321.3K −8.1K shares |
 Wellspring Financial Advisors, LLC RIA/Wealth | −$209.2K −5.3K shares |
 Geneos Wealth Management Inc. RIA/Wealth | −$172.5K −4.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited FLXR in Q3 2025
- New Positions
- 20
- New Value
- $54.6M
- Exited Positions
- 8
- Exited Value
- $20.0M
New Positions
| Institution | Position Value |
|---|---|
T Tidemark, LLC RIA/Wealth | $15.0M 376.5K shares |
O Onyx Bridge Wealth Group LLC RIA/Wealth | $9.6M 242.2K shares |
 Per Stirling Capital Management, LLC. RIA/Wealth | $5.6M 139.5K shares |
B Beckerman Institutional, LLC Institution | $4.7M 118.2K shares |
 GOLDMAN SACHS GROUP INC Institution | $4.0M 101.2K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | $3.3M 82.9K shares |
A Atlas Wealth LLC Institution | $3.2M 79.5K shares |
 Maridea Wealth Management LLC RIA/Wealth | $3.1M 76.8K shares |
D DAVIDSON D A & CO Institution | $2.6M 65.7K shares |
 Fundamentun, LLC RIA/Wealth | $764.6K 19.2K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
SRS Capital Advisors, Inc. RIA/Wealth | $5.9M 150.1K shares |
$4.5M 115.6K shares | |
J JANE STREET GROUP, LLC Institution | $4.1M 102.9K shares |
SILVER OAK SECURITIES, Inc RIA/Wealth | $1.8M 45.9K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.7M 43.2K shares |
O OLD MISSION CAPITAL LLC Institution | $1.1M 28.9K shares |
C Concord Asset Management, LLC/VA RIA/Wealth | $625.1K 15.8K shares |
Wellspring Financial Advisors, LLC RIA/Wealth | $209.2K 5.3K shares |
Options Activity
Institutions with the largest Call and Put options positions in FLXR as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with FLXR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 PEAK FINANCIAL ADVISORS LLC RIA/Wealth | 11.92% $24.9M |
F First Pacific Financial RIA/Wealth | 10.72% $77.1M |
M Morton Capital Management LLC/CA Institution | 9.61% $58.6M |
 Morling Financial Advisors, LLC RIA/Wealth | 9.15% $27.6M |
 WJ Wealth Management, LLC RIA/Wealth | 7.51% $17.6M |
 White & Co Financial Planning Inc RIA/Wealth | 6.95% $9.2M |
 Francis Financial, Inc. RIA/Wealth | 6.06% $33.2M |
T Tidemark, LLC RIA/Wealth | 4.45% $15.0M |
 Weaver Capital Management LLC RIA/Wealth | 4.06% $18.5M |
B Beckerman Institutional, LLC Institution | 2.78% $4.7M |