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TMB THORNBURG ETF TR

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ETF (fund)

16 managers (17 13F filers) reported a position in TMB shares at 2025-06-30, 338,956 shares in all. 13 filers opened a position and 0 filers sold out during the quarter.

Managers
16
13F filers
17
New
13
Added
3
Reduced
0
Sold out
0
Shares held by filers
338,956

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding61,056$1.55MnewTimeline
Empire Financial Management Company, LLC56,141$1.43M0.41%new13F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC46,137$1.17M0.45%new13F-HRTimeline
Integrity Wealth Solutions LLC39,355$1M0.49%+16,32813F-HRTimeline
Cornerstone Wealth Group, LLC34,405$876K0.07%+19,83613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,697$476K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,709$322K<0.01%new13F-HRTimeline
Fulcrum Equity Management11,770$300K0.31%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,115$283K<0.01%+2,02513F-HRTimelineGroup
Principia Wealth Advisory, LLC11,057$281K0.24%new13F-HRTimeline
Global View Capital Management LLC9,746$248K0.08%new13F-HRTimeline
Atria Wealth Solutions, Inc.9,640$245K0.01%new13F-HRTimeline
D.B. Root & Company, LLC9,248$235K0.07%new13F-HRTimeline
IFP Advisors, Inc7,659$195K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO221$5.62K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.