Stock ownership · SEC 13F · Q3 2025

TCW FLEXIBLE INCOME ETF

Who owns TCW FLEXIBLE INCOME ETF (CUSIP 29287L700)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$24.1M
Reported value
4
Institutions
100%
Top-5 share

The verdict

As of Q3 2025, 4 institutions report $24.1M in TCW FLEXIBLE INCOME ETF positions, ownership that is dominated by its top few institutional owners.

4
institutions hold it
$24.1M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 29287L700 · Q3 2025 $24M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-QUIET · BOOK-SHORT

  • VALUE-TRACE $24.1M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-QUIET 0 new
  • BOOK-SHORT 3Q history

Read with: Ownership concentration guide - TCW FLEXIBLE INCOME ETF's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of TCW FLEXIBLE INCOME ETF
  1. 1
    WJ Wealth Management, LLC $17.6M
  2. 2
    Capital Square, LLC $5.2M
  3. 3
    Ariadne Wealth Management, LP $1.2M
  4. 4
    JPMORGAN CHASE & CO $11K

Top 4 reported holders by value · Q3 2025

Top Institutional Holders

# Institution Shares Value Share of reported
1 WJ Wealth Management, LLC 442,259 $17.6M 73.3%
2 Capital Square, LLC 131,238 $5.2M 21.7%
3 Ariadne Wealth Management, LP 30,165 $1.2M 5.0%
4 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 272 $11K 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among TCW FLEXIBLE INCOME ETF's reported holders for Q3 2025, by reported value:

Sole discretion (SOLE)
100.0%
Shared-other discretion (OTR)
0.0%

Frequently Asked Questions

How many institutions hold TCW FLEXIBLE INCOME ETF?▼
TCW FLEXIBLE INCOME ETF is held by 4 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of TCW FLEXIBLE INCOME ETF?▼
Institutions report $24.1M of TCW FLEXIBLE INCOME ETF as of Q3 2025.
How concentrated is ownership of TCW FLEXIBLE INCOME ETF?▼
The top five institutional holders account for 100% of the reported institutional value in TCW FLEXIBLE INCOME ETF, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of TCW FLEXIBLE INCOME ETF?▼
WJ Wealth Management, LLC is the largest reported holder of TCW FLEXIBLE INCOME ETF with $17.6M across 442,259 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-09-26.