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

THORNBURG ETF TR

52 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 88521L306·52 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$287M
visible holders
Holders
52
filers reporting
Concentration
26.21%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC #1
top holder share
AI Holders Summary · Q2 2026

52 institutions reported TXUE in Q2 2026. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC leads at 26.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$75M2.2M0.13%Q2 202602
HighTower Advisors, LLC
CIK 0001462245
$45M1.4M0.05%Q1 202603
OSAIC HOLDINGS, INC.
CIK 0001677044
$22M683K0.03%Q1 202604
CHANNEL WEALTH LLC
CIK 0001975550
$18M551K4.29%Q1 202605
IFC Advisors LLC
CIK 0002053348
$16M488K2.25%Q1 202606
D.A. DAVIDSON & CO.
CIK 0001080107
$15M468K0.09%Q1 202607
ADAPT WEALTH ADVISORS, LLC
CIK 0002013937
$13M392K4.57%Q1 202608
Cooper Capital Advisors LLC
CIK 0001957878
$11M319K4.78%Q2 202609
ROYAL BANK OF CANADA
CIK 0001000275
$11M326K0.00%Q1 202610
FINANCIAL MANAGEMENT NETWORK INC
CIK 0001844831
$10M297K1.53%Q1 202611
Financial Designs Corp
CIK 0001561383
$9M269K4.97%Q2 202612
SENTINEL PENSION ADVISORS, LLC
CIK 0001802290
$7M207K0.94%Q2 202613
One Charles Private Wealth Services, LLC
CIK 0001800938
$7M203K1.61%Q2 202614
Capital Analysts, LLC
CIK 0001624758
$6M188K0.16%Q1 202615
Fermata Advisors, LLC
CIK 0001859259
$5M149K1.04%Q2 202616
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$4M139K0.08%Q1 202617
Bank of New York Mellon Corp
CIK 0001390777
$4M111K0.00%Q1 202618
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M102K0.00%Q1 202619
LPL Financial LLC
CIK 0001403438
$3M99K0.00%Q1 202620
Sanctuary Advisors, LLC
CIK 0001777271
$3M87K0.02%Q1 2026
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