13F Insight
DOSSIER · 13F Holders · Q3 2026
TXUE

THORNBURG ETF TR

60 institutions still hold THORNBURG ETF TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 88521L306·60 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$360M
visible holders
Holders
60
filers reporting
Concentration
22.95%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC #1
top holder share
AI Holders Summary · Q3 2026

60 institutions reported TXUE in Q3 2026. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC leads at 22.9% 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
$83M2.4M0.12%Q3 202602
HighTower Advisors, LLC
CIK 0001462245
$59M1.7M0.06%Q2 202603
LPL Financial LLC
CIK 0001403438
$27M780K0.01%Q2 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$26M756K0.03%Q2 202605
CHANNEL WEALTH LLC
CIK 0001975550
$20M593K4.59%Q2 202606
IFC Advisors LLC
CIK 0002053348
$18M509K2.23%Q2 202607
D.A. DAVIDSON & CO.
CIK 0001080107
$17M487K0.09%Q2 202608
ADAPT WEALTH ADVISORS, LLC
CIK 0002013937
$13M379K4.28%Q2 202609
FINANCIAL MANAGEMENT NETWORK INC
CIK 0001844831
$12M351K1.75%Q3 202610
OPPENHEIMER & CO INC
CIK 0000822581
$11M331K0.12%Q2 202611
ROYAL BANK OF CANADA
CIK 0001000275
$11M330K0.00%Q2 202612
Cooper Capital Advisors LLC
CIK 0001957878
$11M319K4.78%Q2 202613
Financial Designs Corp
CIK 0001561383
$10M294K5.26%Q3 202614
SENTINEL PENSION ADVISORS, LLC
CIK 0001802290
$7M207K0.94%Q2 202615
One Charles Private Wealth Services, LLC
CIK 0001800938
$7M203K1.61%Q2 202616
Capital Analysts, LLC
CIK 0001624758
$6M188K0.16%Q1 202617
Private Advisor Group, LLC
CIK 0001567755
$6M163K0.03%Q2 202618
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M160K0.00%Q2 202619
Fermata Advisors, LLC
CIK 0001859259
$5M139K0.94%Q3 202620
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$5M132K0.07%Q2 2026
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