Who owns FIXD?
Institutional ownership of First Trust TCW Opportunistic Fixed Income ETF from Form 13F, Q2 2026
317 institutional managers reported holding First Trust TCW Opportunistic Fixed Income ETF (FIXD) in Form 13F filings for Q2 2026, with 59,819,847 shares worth $2.6B. The largest reported holder was Morgan Stanley. Managers that filed both quarters cut a net 1,232,192 shares (-2.0%). 24 opened new positions and 27 sold out.
- Funds holding
- 317
- Value held
- $2.6B
- New / sold out
- 24 / 27
- Net shares, same filers
- -2.0%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of FIXD
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| Morgan Stanley | $404M | 15.5% | 9,271,481 | Added |
| LPL Financial LLC | $316M | 12.1% | 7,240,550 | Trimmed |
| Wells Fargo & Company | $207M | 8.0% | 4,756,148 | Trimmed |
| Envestnet Asset Management Inc | $101M | 3.9% | 2,317,649 | Added |
| Raymond James Financial Inc | $94.6M | 3.6% | 2,169,904 | Trimmed |
| Ameriprise Financial Inc | $74.6M | 2.9% | 1,710,220 | Trimmed |
| HighTower Advisors, LLC | $70.1M | 2.7% | 1,607,387 | Trimmed |
| UBS Group AG | $66.8M | 2.6% | 1,531,195 | Trimmed |
| Royal Bank of Canada | $66.3M | 2.5% | 1,519,654 | Trimmed |
| Cambridge Investment Research Advisors, Inc. | $58.7M | 2.3% | 1,346,741 | Added |
| Truist Financial Corp | $54.1M | 2.1% | 1,236,235 | Added |
| NewEdge Advisors, LLC | $46.8M | 1.8% | 1,073,904 | Added |
| Bank of America Corp | $41.2M | 1.6% | 943,810 | Added |
| Cetera Investment Advisers | $41.0M | 1.6% | 940,552 | Trimmed |
| Coppell Advisory Solutions LLC | $40.9M | 0.5% | 278,944 | New |
| Geneos Wealth Management Inc. | $38.7M | 1.5% | 887,302 | Added |
| &partners | $35.4M | 1.4% | 819,967 | Added |
| Osaic Holdings, Inc. | $35.2M | 1.4% | 807,975 | Added |
| GDS Wealth Management | $34.2M | 1.3% | 783,681 | Added |
| Arax Advisory Partners | $31.5M | 1.2% | 723,246 | Added |
| Great Lakes Retirement, Inc. | $28.6M | 1.1% | 654,829 | Added |
| Park National Corp | $27.5M | 1.1% | 630,782 | Added |
| Thrivent Financial for Lutherans | $26.6M | 1.0% | 609,036 | Trimmed |
| Baird Financial Group, Inc. | $26.3M | 1.0% | 602,672 | Added |
| Prospera Financial Services Inc | $23.0M | 0.9% | 526,865 | Trimmed |
Share of 13F holdings is each fund's shares as a share of the 59,819,847 FIXD shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Coppell Advisory Solutions LLC New+$40.9M
- Cambridge Investment Research Advisors, Inc. Added+$25.4M
- Steward Partners Investment Advisory, LLC Added+$19.9M
- Citadel Advisors LLC Added+$18.7M
- LeClair Wealth Partners LLC New+$17.9M
- Morgan Stanley Added+$15.9M
- NewEdge Advisors, LLC Added+$15.1M
- Axxcess Wealth Management, LLC New+$10.3M
- Vise Technologies, Inc. Added+$7.3M
- Park National Corp Added+$6.1M
Biggest sellers in Q2 2026
- Wells Fargo & Company Trimmed-$52.3M
- LPL Financial LLC Trimmed-$37.2M
- Raymond James Financial Inc Trimmed-$28.2M
- Commonwealth Financial Services, LLC Trimmed-$27.5M
- Ameriprise Financial Inc Trimmed-$26.3M
- Alpha Financial Advisors, LLC Trimmed-$16.4M
- Jane Street Group, LLC Trimmed-$9.5M
- Susquehanna International Group, LLP Trimmed-$8.0M
- Thrivent Financial for Lutherans Trimmed-$5.7M
- Sequent Planning LLC Trimmed-$3.6M
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $244M and sold $269M; 125 added and 124 trimmed.
Questions about FIXD ownership
- Who owns FIXD stock?
- 317 institutional investment managers reported FIXD positions in their Form 13F filings for Q2 2026, holding 59,819,847 shares worth $2.6B in total. Morgan Stanley reported the largest position.
- Are funds buying or selling FIXD?
- In Q2 2026, 24 managers opened new FIXD positions, 125 added, 124 trimmed and 27 sold out. Managers that filed in both quarters sold a net 1,232,192 shares.
- How current is this FIXD institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to FIXD by CUSIP. Options are left out. FIXD news and filings · FIXD insider trades · Top funds