TMB institutional holders

Thornburg Multi Sector Bond ETF · 33 reporting institutions · $193.9M reported value

Funds that can replace TMB · TMB return decomposition

Institutional holdings

Institutions reporting TMB, largest first
InstitutionReported positionAdvisors at firmReport period
Wcg Wealth Advisors LLC$54.2M1302026-06-30
Private Advisor Group, LLC$28.3M9272026-06-30
Onyx Bridge Wealth Group LLC$15.9M222026-06-30
Strid Group, LLC$15.2M92026-06-30
Personal Cfo Solutions, LLC$11.8M102026-06-30
Lpl Financial LLC$11.7M23,4582026-06-30
Ggm Financial LLC$10.6M62026-06-30
Spartan Wealth Advisory Services LLC$10.1M212026-06-30
D.B. Root & Company, LLC$4.6M152026-06-30
Flynn Zito Capital Management, LLC$4.5M72026-06-30
Cannon Financial Strategists, Inc.$3.9M292026-06-30
Cornerstone Wealth Group, LLC$3.9M302026-06-30
Hightower Advisors, LLC$3.6M1,0462026-06-30
Jane Street Group, LLC$3.3M02026-06-30
Integrity Wealth Solutions LLC$3.3M22026-06-30
Westside Investment Management, LLC$2.6M72026-06-30
Clay Northam Wealth Management$1.7M22026-06-30
Empire Financial Management Company, LLC$1.4M92026-06-30
Goldman Sachs Group Inc$836.8K02026-06-30
Insight Wealth Partners, LLC$777.7K152026-06-30
Principia Wealth Advisory, LLC$332.8K42026-06-30
Channel Wealth, LLC$262.2K92026-06-30
Wealth Enhancement Advisory Services, LLC$216.4K1,0262026-06-30
Jpmorgan Chase & Co$181.5K02026-06-30
Sunbelt Securities, Inc.$169.3K632026-03-31
Spire Wealth Management$147.9K32026-06-30
Private Trust Co NA$97.9K02026-06-30
Ifg Advisory, LLC$47.3K1102026-06-30
Jones Financial Companies LLLP$24.6K02026-06-30
Morgan Stanley$18K23,1852026-06-30
Blue Trust, Inc.$2.5K02026-06-30
Thrivent Financial for Lutherans$77002026-06-30
Ifp Advisors, Inc$2543182026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-03-31 to 2026-06-30