THORNBURG ETF TR (TPLS)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
5
Reporting holders
$6.8M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Group, LLC | $6.3M | 250,897 | 0.37% | 6q | +8.8%+$509.0K |
| Integrity Wealth Solutions LLC | $407.4K | 16,189 | 0.15% | 5q | +1.8%+$7.2K |
| Blue Trust, Inc. | $16.7K | 663 | 0.00% | new | NEW |
| MORGAN STANLEY | $12.5K | 496 | 0.00% | new | NEW |
| UBS Group AG | $1.2K | 46 | 0.00% | new | NEW |
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 | 5 | $6.8M | 268,291 | 3 | 2 | 0 | 0.0% |
| Q1 2026 | 4 | $13.0M | 515,854 | 1 | 3 | 0 | 0.0% |
| Q4 2025 | 5 | $9.8M | 384,378 | 1 | 3 | 0 | 0.0% |
| Q3 2025 | 5 | $4.2M | 163,689 | 1 | 2 | 2 | 0.0% |
| Q2 2025 | 4 | $3.5M | 138,674 | 1 | 2 | 1 | 0.0% |
| Q1 2025 | 3 | $2.7M | 104,796 | 3 | 0 | 0 | 0.0% |