FLXR · Insider trading · 13F holders · Congress trades
Tcw Flexible (FLXR)
Who is buying and selling FLXR: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 53
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
FLXR at a glance
- No open-market insider purchases or sales of FLXR were filed in the last 90 days.
- 53 13F filers hold FLXR among their 50 largest positions, worth $846.1M combined. The biggest bets by portfolio weight are Peak Financial Advisors LLC (15.1%), First Pacific Financial (9.3%) and White & Co Financial Planning Inc (8.7%). In their latest 13Fs, 0 managers opened a new position and 18 added to one.
- No member of Congress has disclosed a trade in FLXR.
FLXR insider trading
No open-market insider purchases or sales of FLXR were filed in the last 90 days.
Who owns FLXR? Hedge funds and superinvestors
53 13F filers hold FLXR among their 50 largest positions, worth $846.1M combined. The biggest bets by portfolio weight are Peak Financial Advisors LLC (15.1%), First Pacific Financial (9.3%) and White & Co Financial Planning Inc (8.7%). In their latest 13Fs, 0 managers opened a new position and 18 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| First Pacific FinancialWealth manager | 9.3% | $91.3M | 2,406,410 | +2.1% shares | Q3 2026 |
| Morton Capital Management LLC/CAAsset manager | 8.6% | $71.2M | 1,878,081 | +2.5% shares | Q3 2026 |
| Cary Street Partners Financial LLCInvestment manager | 1.3% | $60.0M | 1,531,303 | -0.4% shares | Q2 2026 |
| Francis Financial, Inc.Wealth manager | 8.2% | $49.8M | 1,271,353 | +13.1% shares | Q2 2026 |
| Keudell/Morrison Wealth ManagementWealth manager | 6.9% | $38.9M | 1,025,813 | +1.4% shares | Q3 2026 |
| Peak Financial Advisors LLCWealth manager | 15.1% | $34.9M | 920,457 | +3.4% shares | Q3 2026 |
| Family Manage LLCInstitutional asset manager | 3.6% | $34.2M | 873,036 | +10.5% shares | Q2 2026 |
| Morling Financial Advisors, LLCWealth manager | 8.7% | $32.3M | 852,484 | +4.0% shares | Q3 2026 |
| Leelyn Smith, LLCWealth manager | 3.9% | $32.2M | 821,976 | +3.9% shares | Q2 2026 |
| Tectonic Advisors LLCWealth manager | 1.5% | $31.9M | 841,815 | +12.0% shares | Q3 2026 |
| Highline Wealth Partners LLCWealth manager | 4.3% | $22.8M | 601,843 | -10.8% shares | Q3 2026 |
| Tidemark, LLCWealth manager | 5.1% | $22.5M | 573,540 | +23.3% shares | Q2 2026 |
| Weaver Capital Management LLCWealth manager | 4.2% | $22.0M | 581,107 | +14.5% shares | Q3 2026 |
| Wealthspire Retirement, LLCInstitutional asset manager | 1.2% | $21.6M | 553,711 | +3.3% shares | Q2 2026 |
| IHT Wealth Management, LLCWealth manager | 0.5% | $21.3M | 542,760 | — | Q2 2026 |
| True North Advisors, LLCWealth manager | 1.3% | $17.4M | 458,562 | -5.4% shares | Q3 2026 |
| Ducere Wealth Management LLCWealth manager | 4.6% | $15.4M | 392,935 | +63.3% shares | Q2 2026 |
| WJ Wealth Management, LLCWealth manager | 6.0% | $15.1M | 385,728 | -9.9% shares | Q2 2026 |
| Fagan Associates, Inc.Wealth manager | 1.6% | $14.2M | 373,404 | +2.3% shares | Q3 2026 |
| BlueStem Wealth Partners, LLCWealth manager | 1.3% | $13.2M | 336,643 | +13.8% shares | Q2 2026 |
| White & Co Financial Planning IncWealth manager | 8.7% | $13.2M | 335,656 | +11.5% shares | Q3 2026 |
| Pasadena Private Wealth, LLCWealth manager | 1.7% | $12.9M | 329,980 | +4.4% shares | Q2 2026 |
| Peak Financial Management, Inc.Wealth manager | 2.7% | $11.9M | 313,345 | +3.4% shares | Q3 2026 |
| Rothschild Wealth LLCWealth manager | 0.9% | $11.9M | 302,671 | +12.2% shares | Q2 2026 |
| Ausdal Financial Partners, Inc.Wealth manager | 0.4% | $10.6M | 269,410 | +2.4% shares | Q2 2026 |
| Beacon Financial Advisory LLCWealth manager | 1.9% | $10.2M | 268,796 | -8.6% shares | Q3 2026 |
| JGP Wealth Management, LLCWealth manager | 0.8% | $9.4M | 247,974 | — | Q3 2026 |
| Breakwater Capital GroupWealth manager | 1.0% | $8.5M | 225,392 | — | Q3 2026 |
| Etesian Wealth Advisors, Inc.Wealth manager | 2.3% | $7.8M | 205,824 | +12.2% shares | Q3 2026 |
| 3EDGE Asset Management, LPWealth manager | 0.3% | $7.6M | 192,682 | +4.2% shares | Q2 2026 |
The 30 largest of 53 positions, by value. Each manager counts with its latest 13F (Q3 2026: 25, Q2 2026: 27, Q1 2026: 1). Screen FLXR in the grand portfolio →
FLXR stock trades by members of Congress
No member of Congress has disclosed a trade in FLXR.
FLXR questions and answers
Are insiders buying FLXR stock?
No open-market insider purchases or sales of FLXR were filed in the last 90 days.
Which hedge funds own FLXR?
53 13F filers hold FLXR among their 50 largest positions, worth $846.1M combined. The biggest bets by portfolio weight are Peak Financial Advisors LLC (15.1%), First Pacific Financial (9.3%) and White & Co Financial Planning Inc (8.7%). In their latest 13Fs, 0 managers opened a new position and 18 added to one.
Has Congress traded FLXR?
No member of Congress has disclosed a trade in FLXR.
Who is the largest holder of FLXR?
Among 13F filers, First Pacific Financial reports the largest FLXR position, $91.3M (2,406,410 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Peak Financial Advisors LLC's: 15.1% of its portfolio.
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