Who Owns THORNBURG ETF TR (TMB)? -- Institutional Holders (2026-03-31)
31 institutions reported holding $146.4M of THORNBURG ETF TR (TMB) in SEC 13F filings for 2026-03-31. Largest institutional holders: WCG Wealth Advisors LLC ($44.3M), Mariner, LLC ($28.3M), Strid Group, LLC ($14.9M), PERSONAL CFO SOLUTIONS, LLC ($11.3M), Spartan Wealth Advisory Services LLC ($9.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | WCG Wealth Advisors LLC | $44.3M | 1.7M | New |
| 2 | Mariner, LLC | $28.3M | 1.1M | New |
| 3 | Strid Group, LLC | $14.9M | 582,838 | Added |
| 4 | PERSONAL CFO SOLUTIONS, LLC | $11.3M | 444,552 | Trimmed |
| 5 | Spartan Wealth Advisory Services LLC | $9.6M | 376,343 | New |
| 6 | LPL Financial LLC | $8.7M | 341,288 | New |
| 7 | D.B. Root & Company, LLC | $4.5M | 175,691 | Added |
| 8 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $4.2M | 166,312 | New |
| 9 | GOLDMAN SACHS GROUP INC | $4.2M | 165,956 | Added |
| 10 | Cornerstone Wealth Group, LLC | $3.5M | 137,692 | Added |
| 11 | Integrity Wealth Solutions LLC | $2.8M | 107,846 | Added |
| 12 | HighTower Advisors, LLC | $2.7M | 105,788 | Added |
| 13 | Westside Investment Management, Inc. | $1.8M | 70,973 | Added |
| 14 | Clay Northam Wealth Management, LLC | $1.6M | 63,300 | Added |
| 15 | Empire Financial Management Company, LLC | $1.4M | 56,218 | Added |
| 16 | Thrivent Financial for Lutherans | $766,000 | 30,040 | New |
| 17 | JANE STREET GROUP, LLC | $335,616 | 13,156 | Trimmed |
| 18 | CITADEL ADVISORS LLC | $326,203 | 12,787 | Trimmed |
| 19 | CHANNEL WEALTH LLC | $263,983 | 10,348 | New |
| 20 | JPMORGAN CHASE & CO | $231,663 | 9,117 | Added |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $217,677 | 8,533 | Trimmed |
| 22 | Sunbelt Securities, Inc. | $169,254 | 6,635 | Added |
| 23 | Spire Wealth Management | $85,078 | 3,335 | Added |
| 24 | Sound Income Strategies, LLC | $70,276 | 2,757 | New |
| 25 | PRIVATE TRUST CO NA | $27,960 | 1,096 | New |
Source: SEC Form 13F filings · as of 2026-03-31