Thornburg Multi Sector B ETFTMBETF
13F holders, Q4 2025 (December 31)22holders
4new positions
4sold out
1famous investor
$25.58avg. 13F price*
At the end of Q4 2025, 22 institutions reported holding Thornburg Multi Sector B ETF (TMB) in their 13F filings, unchanged from Q3 2025. 4 opened new positions and 4 sold out. The largest holders were Strid Group, LLC ($14.1M), Personal Cfo Solutions, LLC ($11.5M) and D.B. Root & Company, LLC ($4.3M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $12.8M |
| Exits | 4 | $3.0M |
All 13F filers, Q3 2025 → Q4 2025: 675,458 shares bought and 286,223 shares sold, net +389,235 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| Strid Group, LLC | 1.75% | Reduce -3.8% | 551,056 | $14.1M |
| Personal Cfo Solutions, LLC | 1.82% | New | 447,977 | $11.5M |
| D.B. Root & Company, LLC | 1.05% | Add +33.2% | 167,933 | $4.3M |
| Integrity Wealth Solutions LLC | 0.90% | Add +31.6% | 89,159 | $2.3M |
| Cornerstone Wealth Group, LLC | 0.12% | Add +42.8% | 70,760 | $1.8M |
| Empire Financial Management Company, LLC | 0.31% | Add +0.1% | 55,421 | $1.4M |
| Clay Northam Wealth Management, LLC | 0.78% | Add +344.8% | 55,150 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +268.4% | 39,332 | $1.0M |
| Jane Street Group, LLC | 0.00% | New | 33,607 | $860K |
| Citadel Advisors | 0.00% | Add +169.9% | 26,040 | $666K |
| HighTower Advisors, LLC | 0.00% | No change | 21,767 | $557K |
| Westside Investment Management, Inc. | 0.07% | New | 17,800 | $455K |
| Principia Wealth Advisory, LLC | 0.22% | Add +1.4% | 13,496 | $345K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 12,709 | $326K |
| Global View Capital Management LLC | 0.06% | Add +2.1% | 12,678 | $324K |
| IFP Advisors, Inc | 0.01% | Add +0.4% | 9,433 | $241K |
| Heritage Oak Wealth Advisors LLC | 0.08% | Reduce -94.4% | 8,716 | $223K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.2% | 6,621 | $169K |
| Spire Wealth Management | 0.00% | Add +0.3% | 3,080 | $79K |
| JPMorgan Chase & Co. | 0.00% | Add +329.2% | 1,953 | $50K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,352 | $35K |
| Morgan Stanley | 0.00% | Add +83.5% | 848 | $22K |
"% 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.