Thornburg Core Plus Bond ETFTPLSETF
13F holders, Q4 2025 (December 31)5holders
1new positions
2sold out
$25.46avg. 13F price*
At the end of Q4 2025, 5 institutions reported holding Thornburg Core Plus Bond ETF (TPLS) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 2 sold out. The largest holders were Willow Financial LLC ($5.3M), Cornerstone Wealth Group, LLC ($4.2M) and Integrity Wealth Solutions LLC ($310K).
- Company
- Thornburg Core Plus Bond ETF
- CUSIP
- 88521L108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $968 |
| Exits | 2 | $520K |
All 13F filers, Q3 2025 → Q4 2025: 32,990 shares bought and 20,313 shares sold, net +12,677 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Willow Financial LLC | 5.38% | — | 208,012 | $5.3M |
| Cornerstone Wealth Group, LLC | 0.29% | Add +24.9% | 164,034 | $4.2M |
| Integrity Wealth Solutions LLC | 0.12% | Add +1.4% | 12,177 | $310K |
| UBS Group AG | 0.00% | Add +2825.0% | 117 | $3K |
| Godsey & Gibb, Inc. | 0.00% | New | 38 | $968 |
"% of holder's portfolio" is TPLS's weight in each manager's 13F, not the share of Thornburg Core Plus Bond ETF the manager owns.