TMB institutional holders

THORNBURG MULTI SECTOR BOND ETF · 13F, 2026Q2

Managers holding32
Shares held7,672,872
Reported value$194.5m
Quarter flows8 new, 17 added, 6 trimmed, 5 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
WCG Wealth Advisors LLC2,136,587$54.2m1.3%
Private Advisor Group, LLC1,116,585$28.3m0.1%
Onyx Bridge Wealth Group LLC626,973$15.9m1.4%
Strid Group, LLC600,927$15.2m1.7%
PERSONAL CFO SOLUTIONS, LLC466,553$11.8m1.7%
LPL Financial LLC462,748$11.7m0.0%
GGM Financial LLC419,150$10.6m4.0%
Spartan Wealth Advisory Services LLC398,936$10.1m0.8%
D.B. Root & Company, LLC182,871$4.6m1.0%
FLYNN ZITO CAPITAL MANAGEMENT, LLC178,107$4.5m1.3%
Cannon Financial Strategists, Inc.153,054$3.9m0.4%
Cornerstone Wealth Group, LLC152,842$3.9m0.2%
HighTower Advisors, LLC143,225$3.6m0.0%
JANE STREET GROUP, LLC132,049$3.3m0.0%
Integrity Wealth Solutions LLC129,512$3.3m1.2%
Westside Investment Management, Inc.103,263$2.6m0.3%
Clay Northam Wealth Management, LLC67,400$1.7m0.8%
Empire Financial Management Company, LLC55,553$1.4m0.6%
GOLDMAN SACHS GROUP INC33,009$836,7780.0%
Insight Wealth Partners, LLC30,679$777,7130.1%
Thrivent Financial for Lutherans30,373$770,0000.0%
Principia Wealth Advisory, LLC13,130$332,8460.2%
CHANNEL WEALTH LLC10,343$262,1950.1%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC8,533$216,3540.0%
JPMORGAN CHASE & CO7,123$181,4590.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("TMB"). TMB price history · All 13F data

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