DOSSIER · 13F Holders · Q1 2026CyclicalNet sold

TXUE

THORNBURG ETF TR

49 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 88521L306·49 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 4.2%

vs prior quarter

13F value held

$266M

65.0% inst. owned

of float

Holders

49

-116 QoQ

filers reporting

Activity

+63 / −84

+935 added · −777 reduced

this quarter

Concentration

22.83%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC #1

top holder share

AI Holders Summary · Q1 2026

49 institutions reported TXUE in Q1 2026. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC leads at 22.8% of the visible book. -116 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$61M1.9M0.12%Q1 2026 02

HighTower Advisors, LLC

$45M1.4M0.05%Q1 2026 03

OSAIC HOLDINGS, INC.

$22M683K0.03%Q1 2026 04

CHANNEL WEALTH LLC

$18M551K4.29%Q1 2026 05

IFC Advisors LLC

$16M488K2.25%Q1 2026 06

D.A. DAVIDSON & CO.

$15M468K0.09%Q1 2026 07

ADAPT WEALTH ADVISORS, LLC

$13M392K4.57%Q1 2026 08

ROYAL BANK OF CANADA

$11M326K0.00%Q1 2026 09

Cooper Capital Advisors LLC

$10M314K7.07%Q1 2026 10

FINANCIAL MANAGEMENT NETWORK INC

$10M297K1.53%Q1 2026 11

Financial Designs Corp

$9M277K4.95%Q1 2026 12

One Charles Private Wealth Services, LLC

$7M205K1.65%Q1 2026 13

SENTINEL PENSION ADVISORS, LLC

$6M194K0.92%Q1 2026 14

Fermata Advisors, LLC

$5M151K1.10%Q1 2026 15

GREAT VALLEY ADVISOR GROUP, INC.

$4M139K0.08%Q1 2026 16

Bank of New York Mellon Corp

$4M111K0.00%Q1 2026 17

RAYMOND JAMES FINANCIAL INC

$3M102K0.00%Q1 2026 18

LPL Financial LLC

$3M99K0.00%Q1 2026 19

Sanctuary Advisors, LLC

$3M87K0.02%Q1 2026 20

Noble Wealth Management PBC

$3M80K1.29%Q1 2026

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