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TMB THORNBURG ETF TR

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ETF (fund)

29 managers (29 13F filers) reported a position in TMB shares at 2026-03-31, 5,752,871 shares in all. 9 filers opened a position and 3 filers sold out during the quarter.

Managers
29
13F filers
29
New
9
Added
12
Reduced
7
Sold out
3
Shares held by filers
5,752,871

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
WCG Wealth Advisors LLC1,738,123$44.3M1.24%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC1,107,840$28.3M0.03%new13F-HRTimelineGroup
Strid Group, LLC582,838$14.9M1.84%+31,78213F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC444,552$11.3M1.59%-3,42513F-HRTimeline
Spartan Wealth Advisory Services LLC376,343$9.6M0.84%13F-HRTimeline
LPL Financial LLC341,288$8.71M<0.01%new13F-HRTimeline
D.B. Root & Company, LLC175,691$4.48M1.07%+7,75813F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC166,312$4.24M1.36%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC165,956$4.23M<0.01%+126,62413F-HRTimelineGroup
Cornerstone Wealth Group, LLC137,692$3.52M0.23%+66,93213F-HRTimeline
Integrity Wealth Solutions LLC107,846$2.75M1.08%+18,68713F-HRTimeline
HighTower Advisors, LLC105,788$2.7M<0.01%+84,02113F-HRTimeline
Westside Investment Management, Inc.70,973$1.81M0.28%+53,17313F-HRTimeline
Clay Northam Wealth Management, LLC63,300$1.61M0.91%+8,15013F-HRTimeline
Empire Financial Management Company, LLC56,218$1.43M0.32%+79713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…30,040$766K<0.01%new13F-HRTimelineGroup
Principia Wealth Advisory, LLC13,476$344K0.19%-2013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,156$336K<0.01%-20,45113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,787$326K<0.01%-13,25313F-HRTimelineGroup
CHANNEL WEALTH LLC10,348$264K0.06%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,117$232K<0.01%+7,16413F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,533$218K<0.01%-4,17613F-HRTimeline
Sunbelt Securities, Inc.6,635$169K0.01%+1413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,335$85.1K<0.01%+25513F-HRTimelineGroup
Sound Income Strategies, LLC2,757$70.3K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA1,096$28K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY462$11.8K<0.01%-38613F-HRTimelineGroup
IFP Advisors, Inc263$6.71K<0.01%-9,17013F-HRTimeline
UBS Group AGin group UBS Group AG106$2.7K<0.01%new13F-HRTimelineGroup