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Thornburg Multi Sector Bond ETF (TMB) Institutional Ownership

$25.48 -0.07 (-0.27%)
As of 09/2/2025 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for Thornburg Multi Sector Bond ETF (NASDAQ:TMB)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$5.85M
Number of
Institutional Sellers
(last 12 months)
0
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TMB Institutional Buying and Selling by Quarter

Thornburg Multi Sector Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/25/2025 Fulcrum Equity Management11,770$300K0.3%N/A0.673%
8/15/2025 Global View Capital Management LLC9,746$248K0.1%N/A0.557%
8/14/2025 Jane Street Group LLC11,115$283K0.0%+22.3%0.635%
8/5/2025 Integrity Wealth Solutions LLC39,355$1.00M0.5%+70.9%2.249%
8/1/2025 Envestnet Asset Management Inc.44,810$1.14M0.0%N/A2.561%
7/28/2025 Cornerstone Wealth Group LLC34,405$876K0.1%+136.2%1.966%
7/25/2025 Atria Wealth Solutions Inc.9,640$245K0.0%N/A0.551%
7/25/2025 Envestnet Portfolio Solutions Inc.16,246$413K0.0%N/A0.928%
7/24/2025 IFP Advisors Inc7,659$195K0.0%N/A0.438%
7/22/2025 D.B. Root & Company LLC9,248$235K0.1%N/A0.528%
7/15/2025 Heritage Oak Wealth Advisors LLC46,137$1.17M0.5%N/A2.714%
7/10/2025 Wealth Enhancement Advisory Services LLC12,709$322K0.0%N/A0.748%
5/19/2025 Jane Street Group LLC9,090$230K0.0%N/A0.649%
4/23/2025 Cornerstone Wealth Group LLC14,569$369K0.0%N/A1.041%
(Data available from 1/1/2016 forward)

TMB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TMB shares?

During the previous two years, 12 institutional investors and hedge funds held shares of Thornburg Multi Sector Bond ETF. The most heavily invested institutionals were Heritage Oak Wealth Advisors LLC ($1.17M), Envestnet Asset Management Inc. ($1.14M), Integrity Wealth Solutions LLC ($1.00M), Cornerstone Wealth Group LLC ($876K), Envestnet Portfolio Solutions Inc. ($413K), Wealth Enhancement Advisory Services LLC ($322K), and Fulcrum Equity Management ($300K).Learn more on Thornburg Multi Sector Bond ETF's institutional investors.

Which institutional investors have been buying Thornburg Multi Sector Bond ETF's stock?

Of the 12 institutional investors that purchased Thornburg Multi Sector Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Heritage Oak Wealth Advisors LLC ($46.14K), Envestnet Asset Management Inc. ($44.81K), Cornerstone Wealth Group LLC ($34.41K), Integrity Wealth Solutions LLC ($16.33K), Envestnet Portfolio Solutions Inc. ($16.25K), Wealth Enhancement Advisory Services LLC ($12.71K), and Fulcrum Equity Management ($11.77K).

How much institutional buying is happening at Thornburg Multi Sector Bond ETF?

Institutional investors have bought a total of 229,813 shares in the last 24 months. This purchase volume represents approximately $5.85M in transactions.



This page (NASDAQ:TMB) was last updated on 9/3/2025 by MarketBeat.com Staff
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