THORNBURG MULTI SECTOR B ETF TMB
$25.43
+0.3% 52w: $24.21 – $25.53
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data24.2124.8725.53
Jun 20, 2025 Jul 2, 2026
Institutional holders
28
+6 QoQ
13F value
$146.4M
+247.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns TMB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| WCG Wealth Advisors LLC | Wealth advisor | 1.7M | $44.3M | 1.2% | New |
| Mariner, LLC | Diversified mechanical | 1.1M | $28.3M | 0.0% | New |
| Strid Group, LLC | Wealth advisor | 582.8K | $14.9M | 1.8% | +5.8% |
| PERSONAL CFO SOLUTIONS, LLC | Other | 444.6K | $11.3M | 1.6% | -0.8% |
| Spartan Wealth Advisory Services LLC | Other | 376.3K | $9.6M | 0.8% | — |
| LPL Financial LLC | Bank broker | 341.3K | $8.7M | 0.0% | New |
| D.B. Root & Company, LLC | Wealth advisor | 175.7K | $4.5M | 1.1% | +4.6% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | Wealth advisor | 166.3K | $4.2M | 1.4% | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 166.0K | $4.2M | 0.0% | +321.9% |
| Cornerstone Wealth Group, LLC | Other | 137.7K | $3.5M | 0.2% | +94.6% |
| Integrity Wealth Solutions LLC | Wealth advisor | 107.8K | $2.8M | 1.1% | +21.0% |
| HighTower Advisors, LLC | Diversified mechanical | 105.8K | $2.7M | 0.0% | +386.0% |
| Westside Investment Management, Inc. | Diversified mechanical | 71.0K | $1.8M | 0.3% | +298.7% |
| Clay Northam Wealth Management, LLC | Wealth advisor | 63.3K | $1.6M | 0.9% | +14.8% |
| Empire Financial Management Company, LLC | Other | 56.2K | $1.4M | 0.3% | +1.4% |
| Thrivent Financial for Lutherans | Diversified mechanical | 30.0K | $766K | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 13.2K | $336K | 0.0% | -60.9% |
| CITADEL ADVISORS LLC | Multistrat pod | 12.8K | $326K | 0.0% | -50.9% |
| CHANNEL WEALTH LLC | Other | 10.3K | $264K | 0.1% | New |
| JPMORGAN CHASE & CO | Bank broker | 9.1K | $232K | 0.0% | +366.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 8.5K | $218K | 0.0% | -32.9% |
| Sunbelt Securities, Inc. | Diversified mechanical | 6.6K | $169K | 0.0% | +0.2% |
| Spire Wealth Management | Wealth advisor | 3.3K | $85K | 0.0% | +8.3% |
| Sound Income Strategies, LLC | Diversified mechanical | 2.8K | $70K | 0.0% | New |
| PRIVATE TRUST CO NA | Diversified mechanical | 1.1K | $28K | 0.0% | New |
| MORGAN STANLEY | Bank broker | 462 | $12K | 0.0% | -45.5% |
| IFP Advisors, Inc | Wealth advisor | 263 | $7K | 0.0% | -97.2% |
| UBS Group AG | Bank broker | 106 | $3K | 0.0% | New |
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