DOSSIER · 13F Holders · Q1 2026Mega-capCrowded

TMB

THORNBURG ETF TR

30 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 88521L207·30 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 1.8%

vs prior quarter

13F value held

$136M

67.0% inst. owned

of float

Holders

30

-126 QoQ

filers reporting

Activity

+8 / −110

+813 added · −907 reduced

this quarter

Concentration

32.51%

WCG Wealth Advisors LLC #1

top holder share

AI Holders Summary · Q1 2026

30 institutions reported TMB in Q1 2026. WCG Wealth Advisors LLC leads at 32.5% of the visible book. -126 net institutions QoQ — distribution reading.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

WCG Wealth Advisors LLC

$44M1.7M1.24%Q1 2026 02

$28M1.1M0.03%Q1 2026 03

Strid Group, LLC

$15M583K1.84%Q1 2026 04

PERSONAL CFO SOLUTIONS, LLC

$11M445K1.59%Q1 2026 05

LPL Financial LLC

$9M341K0.00%Q1 2026 06

D.B. Root & Company, LLC

$4M176K1.07%Q1 2026 07

FLYNN ZITO CAPITAL MANAGEMENT, LLC

$4M166K1.36%Q1 2026 08

GOLDMAN SACHS GROUP INC

$4M166K0.00%Q1 2026 09

Cornerstone Wealth Group, LLC

$4M138K0.23%Q1 2026 10

Integrity Wealth Solutions LLC

$3M108K1.08%Q1 2026 11

HighTower Advisors, LLC

$3M106K0.00%Q1 2026 12

Westside Investment Management, Inc.

$2M71K0.28%Q1 2026 13

Clay Northam Wealth Management, LLC

$2M63K0.91%Q1 2026 14

Empire Financial Management Company, LLC

$1M56K0.32%Q1 2026 15

CITADEL ADVISORS LLC

$666,10326K0.00%Q4 2025 16

Principia Wealth Advisory, LLC

$345,23013K0.22%Q4 2025 17

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$335,61613K0.00%Q1 2026 18

CHANNEL WEALTH LLC

$263,98310K0.06%Q1 2026 19

Atria Wealth Solutions, Inc.

$245,33410K0.01%Q2 2025 20

JPMORGAN CHASE & CO

$231,6639K0.00%Q1 2026

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