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TMB THORNBURG ETF TR

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ETF (fund)

22 managers (22 13F filers) reported a position in TMB shares at 2025-09-30, 1,257,653 shares in all. 10 filers opened a position and 3 filers sold out during the quarter.

Managers
22
13F filers
22
New
10
Added
8
Reduced
3
Sold out
3
Shares held by filers
1,257,653

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Strid Group, LLC572,724$14.7M1.87%new13F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC155,236$3.98M1.45%+109,09913F-HRTimeline
D.B. Root & Company, LLC126,060$3.23M0.82%+116,81213F-HRTimeline
PFG Private Wealth Management, LLC67,748$1.74M0.77%new13F-HRTimeline
Integrity Wealth Solutions LLC67,748$1.74M0.77%+28,39313F-HRTimeline
Empire Financial Management Company, LLC55,367$1.42M0.33%-77413F-HRTimeline
Cornerstone Wealth Group, LLC49,566$1.27M0.09%+15,16113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding40,902$1.05M-20,154Timeline
HighTower Advisors, LLC21,767$558K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC13,304$341K0.24%+2,24713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,709$326K<0.01%013F-HRTimeline
Global View Capital Management LLC12,417$318K0.07%+2,67113F-HRTimeline
Clay Northam Wealth Management, LLC12,400$318K0.18%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,678$274K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,648$247K<0.01%-9,04913F-HRTimelineGroup
IFP Advisors, Inc9,397$241K0.01%+1,73813F-HR/ATimeline
Arkadios Wealth Advisors9,364$240K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.6,609$169K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,071$78.7K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY462$11.8K<0.01%new13F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO455$11.7K<0.01%+23413F-HR/ATimelineGroup
MAI Capital Management21$539<0.01%new13F-HRTimeline