Who owns TMB?
Thornburg Multi Sector Bond ETF · Thornburg
32 institutions reported holding TMB, worth $194.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of TMB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| WCG Wealth Advisors LLC | Las Vegas, NV | $54.2M | 2,136,587 | +398,464 shares |
| Private Advisor Group, LLC | Morristown, NJ | $28.3M | 1,116,585 | New position |
| Onyx Bridge Wealth Group LLC | Tarrytown, NY | $15.9M | 626,973 | New position |
| Strid Group, LLC | Newtown Square, PA | $15.2M | 600,927 | +18,089 shares |
| Personal CFO Solutions, LLC | Chester, NJ | $11.8M | 466,553 | +22,001 shares |
| LPL Financial LLC | Fort Mill, SC | $11.7M | 462,748 | +121,460 shares |
| GGM Financial LLC | Columbus, OH | $10.6M | 419,150 | New position |
| Spartan Wealth Advisory Services LLC | Bingham Farms, MI | $10.1M | 398,936 | +22,593 shares |
| D.B. Root & Company, LLC | Pittsburgh, PA | $4.6M | 182,871 | +7,180 shares |
| Flynn ZITO Capital Management, LLC | Garden City, NY | $4.5M | 178,107 | +11,795 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns TMB?
32 institutional managers reported holding TMB in Form 13F filings for June 30, 2026, worth $194.5M in total. The largest reported position was held by WCG Wealth Advisors LLC, at $54.2M.
Did institutions buy or sell TMB last quarter?
Reported 13F value rose 33.0% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is TMB ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.