TMB — Thornburg ETF Tr Institutional Holders · Q2 2026

Name: Who Owns TMB? 36 Institutions Hold $195M (Q2 2026)
Creator: ko.io

Who owns Thornburg ETF Tr (TMB)? 36 institutions reported holding $194.51M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: WCG Wealth Advisors LLC ($54.2M), Private Advisor Group, LLC ($28.3M), Onyx Bridge Wealth Group LLC ($15.9M).

Rank	Institution	Value	Shares	Change
1	WCG Wealth Advisors LLC	$54.2M	2.1M	Added
2	Private Advisor Group, LLC	$28.3M	1.1M	New
3	Onyx Bridge Wealth Group LLC	$15.9M	626,973	New
4	Strid Group, LLC	$15.2M	600,927	Added
5	PERSONAL CFO SOLUTIONS, LLC	$11.8M	466,553	Added
6	LPL Financial LLC	$11.7M	462,748	Added
7	GGM Financials LLC	$10.6M	419,150	New
8	Spartan Wealth Advisory Services LLC	$10.1M	398,936	Added
9	D.B. Root & Company, LLC	$4.6M	182,871	Added
10	FLYNN ZITO CAPITAL MANAGEMENT, LLC	$4.5M	178,107	Added
11	Cannon Financial Strategists, Inc.	$3.9M	153,054	New
12	Cornerstone Wealth Group, LLC	$3.9M	152,842	Added
13	HighTower Advisors, LLC	$3.6M	143,225	Added
14	JANE STREET GROUP, LLC	$3.3M	132,049	Added
15	Integrity Wealth Solutions LLC	$3.3M	129,512	Added
16	Westside Investment Management, Inc.	$2.6M	103,263	Added
17	Clay Northam Wealth Management, LLC	$1.7M	67,400	Added
18	Empire Financial Management Company, LLC	$1.4M	55,553	Trimmed
19	GOLDMAN SACHS GROUP INC	$836,778	33,009	Trimmed
20	Insight Wealth Partners, LLC	$777,713	30,679	New
21	Thrivent Financial for Lutherans	$770,000	30,373	Added
22	Principia Wealth Advisory, LLC	$332,846	13,130	Trimmed
23	CHANNEL WEALTH LLC	$262,195	10,343	Trimmed
24	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$216,354	8,533	Hold
25	JPMORGAN CHASE & CO	$181,459	7,123	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30