Who Owns THORNBURG ETF TR (TMB)? -- Institutional Holders (2026-06-30)

36 institutions reported holding $194.5M of THORNBURG ETF TR (TMB) in SEC 13F filings for 2026-06-30. Largest institutional holders: WCG Wealth Advisors LLC ($54.2M), Private Advisor Group, LLC ($28.3M), Onyx Bridge Wealth Group LLC ($15.9M), Strid Group, LLC ($15.2M), PERSONAL CFO SOLUTIONS, LLC ($11.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1WCG Wealth Advisors LLC$54.2M2.1MAdded
2Private Advisor Group, LLC$28.3M1.1MNew
3Onyx Bridge Wealth Group LLC$15.9M626,973New
4Strid Group, LLC$15.2M600,927Added
5PERSONAL CFO SOLUTIONS, LLC$11.8M466,553Added
6LPL Financial LLC$11.7M462,748Added
7GGM Financials LLC$10.6M419,150New
8Spartan Wealth Advisory Services LLC$10.1M398,936Added
9D.B. Root & Company, LLC$4.6M182,871Added
10FLYNN ZITO CAPITAL MANAGEMENT, LLC$4.5M178,107Added
11Cannon Financial Strategists, Inc.$3.9M153,054New
12Cornerstone Wealth Group, LLC$3.9M152,842Added
13HighTower Advisors, LLC$3.6M143,225Added
14JANE STREET GROUP, LLC$3.3M132,049Added
15Integrity Wealth Solutions LLC$3.3M129,512Added
16Westside Investment Management, Inc.$2.6M103,263Added
17Clay Northam Wealth Management, LLC$1.7M67,400Added
18Empire Financial Management Company, LLC$1.4M55,553Trimmed
19GOLDMAN SACHS GROUP INC$836,77833,009Trimmed
20Insight Wealth Partners, LLC$777,71330,679New
21Thrivent Financial for Lutherans$770,00030,373Added
22Principia Wealth Advisory, LLC$332,84613,130Trimmed
23CHANNEL WEALTH LLC$262,19510,343Trimmed
24WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$216,3548,533Hold
25JPMORGAN CHASE & CO$181,4597,123Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30