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Thornburg Multi Sector Bond ETF (TMB) Institutional Ownership

Thornburg Multi Sector Bond ETF logo
$25.44 +0.04 (+0.16%)
As of 03:56 PM Eastern
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Institutional Ownership Changes (13F Filings) for Thornburg Multi Sector Bond ETF (NASDAQ:TMB)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$52.51M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$4.72M
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TMB Institutional Buying and Selling by Quarter

Thornburg Multi Sector Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026 Flynn Zito Capital Management LLC166,312$4.24M1.4%N/A2.359%
5/4/2026 Integrity Wealth Solutions LLC107,846$2.75M1.1%+21.0%1.530%
4/30/2026 Personal CFO Solutions LLC444,552$11.34M1.6%-0.8%6.306%
4/29/2026 Clay Northam Wealth Management LLC63,300$1.62M0.9%+14.8%0.898%
4/27/2026 Sound Income Strategies LLC2,757$70K0.0%N/A0.039%
4/22/2026 Cornerstone Wealth Group LLC137,692$3.52M0.2%+94.6%1.953%
2/18/2026 Clay Northam Wealth Management LLC55,150$1.41M0.8%+344.8%1.838%
2/13/2026 Kestra Advisory Services LLC1,352$35K0.0%N/A0.045%
2/12/2026Jane Street Group LLC33,607$860K0.0%N/A1.120%
2/10/2026Goldman Sachs Group Inc.39,332$1.01M0.0%+268.3%1.311%
2/3/2026D.B. Root & Company LLC167,933$4.30M1.0%+33.2%5.598%
2/2/2026 Integrity Wealth Solutions LLC89,159$2.28M0.9%+31.6%3.022%
1/26/2026 Strid Group LLC551,056$14.10M1.8%-3.8%18.680%
1/26/2026 Cornerstone Wealth Group LLC70,760$1.81M0.1%+42.8%2.399%
1/23/2026 Westside Investment Management Inc.17,800$455K0.1%N/A0.603%
1/22/2026 Personal CFO Solutions LLC447,977$11.46M1.8%N/A15.186%
1/21/2026 Heritage Oak Wealth Advisors LLC8,716$223K0.1%-94.4%0.295%
12/2/2025 IFP Advisors Inc9,397$241K0.0%+22.7%0.303%
11/19/2025Sunbelt Securities Inc.6,609$169K0.0%N/A0.213%
11/17/2025Citadel Advisors LLC9,648$247K0.0%-48.4%0.311%
11/6/2025PFG Private Wealth Management LLC67,748$1.74M0.8%N/A2.185%
11/6/2025D.B. Root & Company LLC126,060$3.23M0.8%+1,263.1%4.066%
11/5/2025 Envestnet Asset Management Inc.40,902$1.05M0.0%-8.7%1.319%
10/30/2025 Cornerstone Wealth Group LLC49,566$1.27M0.1%+44.1%1.599%
10/29/2025 Global View Capital Management LLC12,417$318K0.1%+27.4%0.401%
10/29/2025Arkadios Wealth Advisors9,364$240K0.0%N/A0.302%
10/23/2025 Spire Wealth Management3,071$79K0.0%N/A0.099%
10/21/2025 Clay Northam Wealth Management LLC12,400$318K0.2%N/A0.400%
10/20/2025 Heritage Oak Wealth Advisors LLC155,236$3.98M1.5%+236.5%5.008%
10/15/2025 Strid Group LLC572,724$14.69M1.9%N/A18.778%
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%
8/14/2025Jane 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%
7/25/2025Atria 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%
7/22/2025D.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%
5/19/2025Jane Street Group LLC9,090$230K0.0%N/A0.649%
4/23/2025Cornerstone Wealth Group LLC14,569$369K0.0%N/A1.041%


TMB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TMB shares?

During the previous two years, 25 institutional investors and hedge funds held shares of Thornburg Multi Sector Bond ETF. The most heavily invested institutionals were Strid Group LLC ($14.10M), Personal CFO Solutions LLC ($11.34M), D.B. Root & Company LLC ($4.30M), Flynn Zito Capital Management LLC ($4.24M), Cornerstone Wealth Group LLC ($3.52M), Integrity Wealth Solutions LLC ($2.75M), and PFG Private Wealth Management LLC ($1.74M).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 24 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: Strid Group LLC ($572.72K), Personal CFO Solutions LLC ($447.98K), D.B. Root & Company LLC ($167.93K), Flynn Zito Capital Management LLC ($166.31K), Heritage Oak Wealth Advisors LLC ($155.24K), Cornerstone Wealth Group LLC ($137.69K), and PFG Private Wealth Management LLC ($67.75K).

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

Institutional investors have bought a total of 2,052,097 shares in the last 24 months. This purchase volume represents approximately $52.51M in transactions.

Which of Thornburg Multi Sector Bond ETF's major shareholders have been selling company stock?

The following institutional investors have sold Thornburg Multi Sector Bond ETF stock in the last 24 months: Heritage Oak Wealth Advisors LLC ($146.52K), Strid Group LLC ($21.67K), Citadel Advisors LLC ($9.05K), Envestnet Asset Management Inc. ($3.91K), and Personal CFO Solutions LLC ($3.43K).

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

Institutional investors have sold a total of 184,570 shares in the last 24 months. This volume of shares sold represents approximately $4.72M in transactions.


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This page (NASDAQ:TMB) was last updated on 5/5/2026 by MarketBeat.com Staff.
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