13F Insight
DOSSIER · 13F Holders · Q1 2026
TMB

THORNBURG ETF TR

32 institutions still hold THORNBURG ETF TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 88521L207·32 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$164M
visible holders
Holders
32
filers reporting
Concentration
27.11%
WCG Wealth Advisors LLC #1
top holder share
AI Holders Summary · Q1 2026

32 institutions reported TMB in Q1 2026. WCG Wealth Advisors LLC leads at 27.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
WCG Wealth Advisors LLC
CIK 0001855713
$44M1.7M1.24%Q1 202602
Mariner, LLC
CIK 0001373442
$28M1.1M0.03%Q1 202603
Onyx Bridge Wealth Group LLC
CIK 0001819476
$16M627K1.43%Q2 202604
Strid Group, LLC
CIK 0001625800
$15M601K1.69%Q2 202605
PERSONAL CFO SOLUTIONS, LLC
CIK 0001677501
$11M445K1.59%Q1 202606
GGM Financials LLC
CIK 0002021722
$11M419K4.03%Q2 202607
LPL Financial LLC
CIK 0001403438
$9M341K0.00%Q1 202608
FLYNN ZITO CAPITAL MANAGEMENT, LLC
CIK 0001857144
$5M178K1.23%Q2 202609
D.B. Root & Company, LLC
CIK 0001731717
$4M176K1.07%Q1 202610
GOLDMAN SACHS GROUP INC
CIK 0000886982
$4M166K0.00%Q1 202611
Cornerstone Wealth Group, LLC
CIK 0001774879
$4M138K0.23%Q1 202612
Integrity Wealth Solutions LLC
CIK 0002006918
$3M108K1.08%Q1 202613
HighTower Advisors, LLC
CIK 0001462245
$3M106K0.00%Q1 202614
Westside Investment Management, Inc.
CIK 0001538383
$2M71K0.28%Q1 202615
Clay Northam Wealth Management, LLC
CIK 0001915687
$2M63K0.91%Q1 202616
Empire Financial Management Company, LLC
CIK 0001971875
$1M56K0.32%Q1 202617
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$766K30K0.00%Q1 202618
CITADEL ADVISORS LLC
CIK 0001423053
$666K26K0.00%Q4 202519
Principia Wealth Advisory, LLC
CIK 0002041436
$345K13K0.22%Q4 202520
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$336K13K0.00%Q1 2026
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