Thornburg Multi Sector B ETFTMBETF
13F holders, Q2 2025 (June 30)16holders +13
13new positions
0sold out
1famous investor
$25.45avg. 13F price*
At the end of Q2 2025, 16 institutions reported holding Thornburg Multi Sector B ETF (TMB) in their 13F filings, up 13 from Q1 2025. 13 opened new positions and 0 sold out. The largest holders were Empire Financial Management Company, LLC ($1.4M), Heritage Oak Wealth Advisors LLC ($1.2M) and Envestnet Asset Management Inc. ($1.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Thornburg Multi Sector B ETF
- CUSIP
- 88521L207
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $6.5M |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 292,270 shares bought, net +292,270 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Empire Financial Management Company, LLC | 0.41% | New | 56,141 | $1.4M |
| Heritage Oak Wealth Advisors LLC | 0.46% | New | 46,137 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | New | 44,810 | $1.1M |
| Integrity Wealth Solutions LLC | 0.49% | Add +70.9% | 39,355 | $1.0M |
| Cornerstone Wealth Group, LLC | 0.07% | Add +136.2% | 34,405 | $876K |
| Citadel Advisors | 0.00% | New | 18,697 | $476K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 16,246 | $413K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 12,709 | $322K |
| Fulcrum Equity Management | 0.31% | New | 11,770 | $300K |
| Jane Street Group, LLC | 0.00% | Add +22.3% | 11,115 | $283K |
| Principia Wealth Advisory, LLC | 0.24% | New | 11,057 | $281K |
| Global View Capital Management LLC | 0.08% | New | 9,746 | $248K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 9,640 | $245K |
| D.B. Root & Company, LLC | 0.07% | New | 9,248 | $235K |
| IFP Advisors, Inc | 0.01% | New | 7,659 | $195K |
| JPMorgan Chase & Co. | 0.00% | New | 221 | $6K |
"% 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.