Thornburg Multi Sector B ETFTMBETF
13F holders, Q2 2026 (June 30)32holders +3
8new positions
4sold out
$25.35avg. 13F price*
At the end of Q2 2026, 32 institutions reported holding Thornburg Multi Sector B ETF (TMB) in their 13F filings, up 3 from Q1 2026. 8 opened new positions and 4 sold out. The largest holders were WCG Wealth Advisors LLC ($54.2M), Private Advisor Group, LLC ($28.3M) and Onyx Bridge Wealth Group LLC ($15.9M).
- Company
- Thornburg Multi Sector B ETF
- CUSIP
- 88521L207
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $59.6M |
| Exits | 4 | $28.7M |
All 13F filers, Q1 2026 → Q2 2026: 3,186,336 shares bought and 1,259,700 shares sold, net +1,926,636 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| WCG Wealth Advisors LLC | 1.28% | Add +22.9% | 2,136,587 | $54.2M |
| Private Advisor Group, LLC | 0.13% | New | 1,116,585 | $28.3M |
| Onyx Bridge Wealth Group LLC | 1.43% | New | 626,973 | $15.9M |
| Strid Group, LLC | 1.69% | Add +3.1% | 600,927 | $15.2M |
| Personal Cfo Solutions, LLC | 1.71% | Add +5.0% | 466,553 | $11.8M |
| LPL Financial LLC | 0.00% | Add +35.6% | 462,748 | $11.7M |
| GGM Financial LLC | 4.03% | New | 419,150 | $10.6M |
| Spartan Wealth Advisory Services LLC | 0.83% | Add +6.0% | 398,936 | $10.1M |
| D.B. Root & Company, LLC | 0.98% | Add +4.1% | 182,871 | $4.6M |
| Flynn Zito Capital Management, LLC | 1.23% | Add +7.1% | 178,107 | $4.5M |
| Cannon Financial Strategists, Inc. | 0.44% | New | 153,054 | $3.9M |
| Cornerstone Wealth Group, LLC | 0.23% | Add +11.0% | 152,842 | $3.9M |
| HighTower Advisors, LLC | 0.00% | Add +35.4% | 143,225 | $3.6M |
| Jane Street Group, LLC | 0.00% | Add +903.7% | 132,049 | $3.3M |
| Integrity Wealth Solutions LLC | 1.21% | Add +20.1% | 129,512 | $3.3M |
| Westside Investment Management, Inc. | 0.34% | Add +45.5% | 103,263 | $2.6M |
| Clay Northam Wealth Management, LLC | 0.84% | Add +6.5% | 67,400 | $1.7M |
| Empire Financial Management Company, LLC | 0.56% | Reduce -1.2% | 55,553 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -80.1% | 33,009 | $837K |
| Insight Wealth Partners, LLC | 0.10% | New | 30,679 | $778K |
| Thrivent Financial for Lutherans | 0.00% | Add +1.1% | 30,373 | $770K |
| Principia Wealth Advisory, LLC | 0.17% | Reduce -2.6% | 13,130 | $333K |
| Channel Wealth LLC | 0.06% | Reduce -0.1% | 10,343 | $262K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 8,533 | $216K |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.9% | 7,123 | $181K |
| Spire Wealth Management | 0.00% | Add +75.0% | 5,835 | $148K |
| Private Trust Co. NA | 0.01% | Add +252.6% | 3,864 | $98K |
| IFG Advisory, LLC | 0.00% | New | 1,868 | $47K |
| Jones Financial Companies LLLP | 0.00% | New | 961 | $25K |
| Morgan Stanley | 0.00% | Add +53.5% | 709 | $18K |
| Blue Trust, Inc. | 0.00% | New | 100 | $3K |
| IFP Advisors, Inc | 0.00% | Reduce -96.2% | 10 | $254 |
"% of holder's portfolio" is TMB's weight in each manager's 13F, not the share of Thornburg Multi Sector B ETF the manager owns.