13F Insight
DOSSIER · 13F Holders · Q2 2026
TMB

THORNBURG ETF TR

34 institutions still hold THORNBURG ETF TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 88521L207·34 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$218M
visible holders
Holders
34
filers reporting
Concentration
24.87%
WCG Wealth Advisors LLC #1
top holder share
AI Holders Summary · Q2 2026

34 institutions reported TMB in Q2 2026. WCG Wealth Advisors LLC leads at 24.9% 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
$54M2.1M1.28%Q2 202602
Private Advisor Group, LLC
CIK 0001567755
$28M1.1M0.13%Q2 202603
Onyx Bridge Wealth Group LLC
CIK 0001819476
$25M1.0M2.16%Q3 202604
Concurrent Investment Advisors, LLC
CIK 0002001015
$20M811K0.14%Q3 202605
Strid Group, LLC
CIK 0001625800
$15M601K1.69%Q2 202606
PERSONAL CFO SOLUTIONS, LLC
CIK 0001677501
$12M467K1.71%Q2 202607
LPL Financial LLC
CIK 0001403438
$12M463K0.00%Q2 202608
GGM Financials LLC
CIK 0002021722
$11M419K4.03%Q2 202609
Spartan Wealth Advisory Services LLC
CIK 0002075193
$10M399K0.83%Q2 202610
D.B. Root & Company, LLC
CIK 0001731717
$5M183K0.98%Q2 202611
FLYNN ZITO CAPITAL MANAGEMENT, LLC
CIK 0001857144
$5M178K1.23%Q2 202612
Cannon Financial Strategists, Inc.
CIK 0002031123
$4M162K0.45%Q3 202613
Cornerstone Wealth Group, LLC
CIK 0001774879
$4M153K0.23%Q2 202614
HighTower Advisors, LLC
CIK 0001462245
$4M143K0.00%Q2 202615
Integrity Wealth Solutions LLC
CIK 0002006918
$3M130K1.21%Q2 202616
Westside Investment Management, Inc.
CIK 0001538383
$3M103K0.34%Q2 202617
Clay Northam Wealth Management, LLC
CIK 0001915687
$2M71K0.81%Q3 202618
Empire Financial Management Company, LLC
CIK 0001971875
$1M56K0.56%Q2 202619
GOLDMAN SACHS GROUP INC
CIK 0000886982
$837K33K0.00%Q2 202620
Insight Wealth Partners, LLC
CIK 0001627003
$778K31K0.10%Q2 2026
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