THORNBURG ETF TR (TMB)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
30
Reporting holders
$193.4M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WCG Wealth Advisors LLC | $54.2M | 2,136,587 | 1.28% | 2q | +22.9%+$10.1M |
| Private Advisor Group, LLC | $28.3M | 1,116,585 | 0.13% | new | NEW |
| Onyx Bridge Wealth Group LLC | $15.9M | 626,973 | 1.43% | new | NEW |
| Strid Group, LLC | $15.2M | 600,927 | 1.69% | 4q | +3.1%+$458.6K |
| PERSONAL CFO SOLUTIONS, LLC | $11.8M | 466,553 | 1.71% | 3q | +4.9%+$557.7K |
| LPL Financial LLC | $11.7M | 462,748 | 0.00% | 2q | +35.6%+$3.1M |
| GGM Financial LLC | $10.6M | 419,150 | 4.03% | new | NEW |
| Spartan Wealth Advisory Services LLC | $10.1M | 398,936 | 0.83% | 2q | +6.0%+$572.7K |
| D.B. Root & Company, LLC | $4.6M | 182,871 | 0.98% | 5q | +4.1%+$182.0K |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $4.5M | 178,107 | 1.23% | 2q | +7.1%+$299.0K |
| Cannon Financial Strategists, Inc. | $3.9M | 153,054 | 0.44% | new | NEW |
| Cornerstone Wealth Group, LLC | $3.9M | 152,842 | 0.23% | 6q | +11.0%+$384.1K |
| HighTower Advisors, LLC | $3.6M | 143,225 | 0.00% | 4q | +35.4%+$949.0K |
| JANE STREET GROUP, LLC | $3.3M | 132,049 | 0.00% | 3q | +903.7%+$3.0M |
| Integrity Wealth Solutions LLC | $3.3M | 129,512 | 1.21% | 6q | +20.1%+$549.2K |
| Westside Investment Management, Inc. | $2.6M | 103,263 | 0.34% | 3q | +45.5%+$818.6K |
| Clay Northam Wealth Management, LLC | $1.7M | 67,400 | 0.84% | 4q | +6.5%+$103.9K |
| Empire Financial Management Company, LLC | $1.4M | 55,553 | 0.56% | 5q | -1.2%-$16.9K |
| GOLDMAN SACHS GROUP INC | $836.8K | 33,009 | 0.00% | 4q | -80.1%-$3.4M |
| Insight Wealth Partners, LLC | $777.7K | 30,679 | 0.10% | new | NEW |
| CHANNEL WEALTH LLC | $262.2K | 10,343 | 0.06% | 2q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $216.4K | 8,533 | 0.00% | 5q | HELD |
| JPMORGAN CHASE & CO | $181.5K | 7,123 | 0.00% | 5q | -21.9%-$50.8K |
| Spire Wealth Management | $147.9K | 5,835 | 0.00% | 4q | +75.0%+$63.4K |
| PRIVATE TRUST CO NA | $97.9K | 3,864 | 0.01% | 2q | +252.6%+$70.2K |
| IFG Advisory, LLC | $47.3K | 1,868 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $24.6K | 961 | 0.00% | new | NEW |
| MORGAN STANLEY | $18.0K | 709 | 0.00% | 4q | +53.5%+$6.3K |
| Blue Trust, Inc. | $2.5K | 100 | 0.00% | new | NEW |
| Thrivent Financial for Lutherans | $770 | 30,373 | 0.00% | 2q | +1.1% |
| IFP Advisors, Inc | $254 | 10 | 0.00% | 5q | -96.2%-$6.4K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 30 | $193.4M | 7,629,369 | 8 | 16 | 4 | 0.0% |
| Q1 2026 | 27 | $145.7M | 5,709,355 | 8 | 11 | 6 | 0.0% |
| Q4 2025 | 22 | $42.1M | 1,646,888 | 4 | 10 | 2 | 0.0% |
| Q3 2025 | 22 | $32.3M | 1,258,108 | 10 | 8 | 3 | 0.0% |
| Q2 2025 | 16 | $8.6M | 338,956 | 13 | 3 | 0 | 0.0% |
| Q1 2025 | 3 | $1.2M | 46,686 | 3 | 0 | 0 | 0.0% |