# THORNBURG ETF TR (TMB)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/TMB/

- Reporting holders: 31
- Reported value: $194.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [WCG Wealth Advisors LLC](https://holderbook.com/funds/1855713-wcg-wealth-advisors-llc/) | $54.2M | 2,136,587 | 1.3% | 2 |
| [Private Advisor Group, LLC](https://holderbook.com/funds/1567755-private-advisor-group-llc/) | $28.3M | 1,116,585 | 0.1% | 1 |
| [Onyx Bridge Wealth Group LLC](https://holderbook.com/funds/1819476-onyx-bridge-wealth-group-llc/) | $15.9M | 626,973 | 1.4% | 1 |
| [Strid Group, LLC](https://holderbook.com/funds/1625800-strid-group-llc/) | $15.2M | 600,927 | 1.7% | 4 |
| [PERSONAL CFO SOLUTIONS, LLC](https://holderbook.com/funds/1677501-personal-cfo-solutions-llc/) | $11.8M | 466,553 | 1.7% | 3 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $11.7M | 462,748 | 0.0% | 2 |
| [GGM Financial LLC](https://holderbook.com/funds/2021722-ggm-financial-llc/) | $10.6M | 419,150 | 4.0% | 1 |
| [Spartan Wealth Advisory Services LLC](https://holderbook.com/funds/2075193-spartan-wealth-advisory-services-llc/) | $10.1M | 398,936 | 0.8% | 2 |
| [D.B. Root & Company, LLC](https://holderbook.com/funds/1731717-d-b-root-company-llc/) | $4.6M | 182,871 | 1.0% | 5 |
| [FLYNN ZITO CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1857144-flynn-zito-capital-management-llc/) | $4.5M | 178,107 | 1.2% | 2 |
| [Cannon Financial Strategists, Inc.](https://holderbook.com/funds/2031123-cannon-financial-strategists-inc/) | $3.9M | 153,054 | 0.4% | 1 |
| [Cornerstone Wealth Group, LLC](https://holderbook.com/funds/1774879-cornerstone-wealth-group-llc/) | $3.9M | 152,842 | 0.2% | 6 |
| [HighTower Advisors, LLC](https://holderbook.com/funds/1462245-hightower-advisors-llc/) | $3.6M | 143,225 | 0.0% | 4 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $3.3M | 132,049 | 0.0% | 3 |
| [Integrity Wealth Solutions LLC](https://holderbook.com/funds/2006918-integrity-wealth-solutions-llc/) | $3.3M | 129,512 | 1.2% | 6 |
| [Westside Investment Management, Inc.](https://holderbook.com/funds/1538383-westside-investment-management-inc/) | $2.6M | 103,263 | 0.3% | 3 |
| [Clay Northam Wealth Management, LLC](https://holderbook.com/funds/1915687-clay-northam-wealth-management-llc/) | $1.7M | 67,400 | 0.8% | 4 |
| [Empire Financial Management Company, LLC](https://holderbook.com/funds/1971875-empire-financial-management-company-llc/) | $1.4M | 55,553 | 0.6% | 5 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $836.8K | 33,009 | 0.0% | 4 |
| [Insight Wealth Partners, LLC](https://holderbook.com/funds/1627003-insight-wealth-partners-llc/) | $777.7K | 30,679 | 0.1% | 1 |
| [Thrivent Financial for Lutherans](https://holderbook.com/funds/314984-thrivent-financial-for-lutherans/) | $770.0K | 30,373 | 0.0% | 2 |
| [CHANNEL WEALTH LLC](https://holderbook.com/funds/1975550-channel-wealth-llc/) | $262.2K | 10,343 | 0.1% | 2 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://holderbook.com/funds/1632972-wealth-enhancement-advisory-services-llc/) | $216.4K | 8,533 | 0.0% | 5 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $181.5K | 7,123 | 0.0% | 5 |
| [Spire Wealth Management](https://holderbook.com/funds/1858740-spire-wealth-management/) | $147.9K | 5,835 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 31 | $194.2M |
| Q1 2026 | 28 | $146.4M |
| Q4 2025 | 22 | $42.1M |
| Q3 2025 | 22 | $32.3M |
| Q2 2025 | 16 | $8.6M |
| Q1 2025 | 3 | $1.2M |