Thornburg Multi Sector B ETFTMBETF
13F holders, Q3 2025 (September 30)22holders +6
10new positions
3sold out
1famous investor
$25.64avg. 13F price*
At the end of Q3 2025, 22 institutions reported holding Thornburg Multi Sector B ETF (TMB) in their 13F filings, up 6 from Q2 2025. 10 opened new positions and 3 sold out. The largest holders were Strid Group, LLC ($14.7M), Heritage Oak Wealth Advisors LLC ($4.0M) and D.B. Root & Company, LLC ($3.2M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $18.1M |
| Exits | 3 | $996K |
All 13F filers, Q2 2025 → Q3 2025: 981,199 shares bought and 52,862 shares sold, net +928,337 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| Strid Group, LLC | 1.87% | New | 572,724 | $14.7M |
| Heritage Oak Wealth Advisors LLC | 1.47% | Add +236.5% | 155,236 | $4.0M |
| D.B. Root & Company, LLC | 0.82% | Add +1263.1% | 126,060 | $3.2M |
| PFG Private Wealth Management, LLC | 0.77% | New | 67,748 | $1.7M |
| Integrity Wealth Solutions LLC | 0.77% | Add +72.2% | 67,748 | $1.7M |
| Empire Financial Management Company, LLC | 0.33% | Reduce -1.4% | 55,367 | $1.4M |
| Cornerstone Wealth Group, LLC | 0.09% | Add +44.1% | 49,566 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.7% | 40,902 | $1.0M |
| HighTower Advisors, LLC | 0.00% | New | 21,767 | $558K |
| Principia Wealth Advisory, LLC | 0.24% | Add +20.3% | 13,304 | $341K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 12,709 | $326K |
| Global View Capital Management LLC | 0.07% | Add +27.4% | 12,417 | $318K |
| Clay Northam Wealth Management, LLC | 0.18% | New | 12,400 | $318K |
| Goldman Sachs Group Inc. | 0.00% | New | 10,678 | $274K |
| Citadel Advisors | 0.00% | Reduce -48.4% | 9,648 | $247K |
| IFP Advisors, Inc | 0.01% | Add +22.7% | 9,397 | $241K |
| Arkadios Wealth Advisors | 0.01% | New | 9,364 | $240K |
| Sunbelt Securities, Inc. | 0.01% | New | 6,609 | $169K |
| Spire Wealth Management | 0.00% | New | 3,071 | $79K |
| Morgan Stanley | 0.00% | New | 462 | $12K |
| JPMorgan Chase & Co. | 0.00% | Add +105.9% | 455 | $12K |
| MAI Capital Management | 0.00% | New | 21 | $539 |
"% 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.