Thornburg Multi Sector B ETFTMBETF

13F holders, Q1 2026 (March 31)
29holders +7
9new positions
3sold out
1famous investor
$25.51avg. 13F price*

At the end of Q1 2026, 29 institutions reported holding Thornburg Multi Sector B ETF (TMB) in their 13F filings, up 7 from Q4 2025. 9 opened new positions and 3 sold out. The largest holders were WCG Wealth Advisors LLC ($44.3M), Mariner, LLC ($28.3M) and Strid Group, LLC ($14.9M). 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

010203040 Q1 2025: 3Q1 2025Q2 2025: 16Q2 2025Q3 2025: 22Q3 2025Q4 2025: 22Q4 2025Q1 2026: 29Q1 2026Q2 2026: 32Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions9$86.7M
Exits3$582K

All 13F filers, Q4 2025 → Q1 2026: 3,803,267 shares bought and 73,627 shares sold, net +3,729,640 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 29 holders

WCG Wealth Advisors LLC 1.24% New 1,738,123 $44.3M
Mariner, LLC 0.03% New 1,107,840 $28.3M
Strid Group, LLC 1.84% Add +5.8% 582,838 $14.9M
Personal Cfo Solutions, LLC 1.59% Reduce -0.8% 444,552 $11.3M
Spartan Wealth Advisory Services LLC 0.84% — 376,343 $9.6M
LPL Financial LLC 0.00% New 341,288 $8.7M
D.B. Root & Company, LLC 1.07% Add +4.6% 175,691 $4.5M
Flynn Zito Capital Management, LLC 1.36% New 166,312 $4.2M
Goldman Sachs Group Inc. 0.00% Add +321.9% 165,956 $4.2M
Cornerstone Wealth Group, LLC 0.23% Add +94.6% 137,692 $3.5M
Integrity Wealth Solutions LLC 1.08% Add +21.0% 107,846 $2.8M
HighTower Advisors, LLC 0.00% Add +386.0% 105,788 $2.7M
Westside Investment Management, Inc. 0.28% Add +298.7% 70,973 $1.8M
Clay Northam Wealth Management, LLC 0.91% Add +14.8% 63,300 $1.6M
Empire Financial Management Company, LLC 0.32% Add +1.4% 56,218 $1.4M
Thrivent Financial for Lutherans 0.00% New 30,040 $766K
Principia Wealth Advisory, LLC 0.19% Reduce -0.1% 13,476 $344K
Jane Street Group, LLC 0.00% Reduce -60.9% 13,156 $336K
Citadel Advisors 0.00% Reduce -50.9% 12,787 $326K
Channel Wealth LLC 0.06% New 10,348 $264K
JPMorgan Chase & Co. 0.00% Add +366.8% 9,117 $232K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -32.9% 8,533 $218K
Sunbelt Securities, Inc. 0.01% Add +0.2% 6,635 $169K
Spire Wealth Management 0.00% Add +8.3% 3,335 $85K
Sound Income Strategies, LLC 0.00% New 2,757 $70K
Private Trust Co. NA 0.00% New 1,096 $28K
Morgan Stanley 0.00% Reduce -45.5% 462 $12K
IFP Advisors, Inc 0.00% Reduce -97.2% 263 $7K
UBS Group AG 0.00% New 106 $3K

"% 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.