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Thornburg Multi Sector Bond ETF (TMB) Institutional Ownership

Thornburg Multi Sector Bond ETF logo
$25.42 -0.01 (-0.04%)
As of 07/2/2026 03:59 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)
26
Total
Institutional Inflows
(last 12 months)
$61.90M
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
5/18/2026Empire Financial Management Company LLC56,218$1.43M0.3%+1.4%0.797%
5/7/2026Spartan Wealth Advisory Services LLC376,343$9.60M0.8%N/A5.338%
5/5/2026Flynn Zito Capital Management LLC166,312$4.24M1.4%N/A2.359%
5/4/2026Integrity Wealth Solutions LLC107,846$2.75M1.1%+21.0%1.530%
4/30/2026Personal CFO Solutions LLC444,552$11.34M1.6%-0.8%6.306%
4/29/2026Clay Northam Wealth Management LLC63,300$1.62M0.9%+14.8%0.898%
4/27/2026Sound Income Strategies LLC2,757$70K0.0%N/A0.039%
4/22/2026Cornerstone Wealth Group LLC137,692$3.52M0.2%+94.6%1.953%
2/18/2026Clay Northam Wealth Management LLC55,150$1.41M0.8%+344.8%1.838%
2/13/2026Kestra 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%
2/2/2026Integrity Wealth Solutions LLC89,159$2.28M0.9%+31.6%3.022%
1/26/2026Strid Group LLC551,056$14.10M1.8%-3.8%18.680%
1/26/2026Cornerstone Wealth Group LLC70,760$1.81M0.1%+42.8%2.399%
1/23/2026Westside Investment Management Inc.17,800$455K0.1%N/A0.603%
1/22/2026Personal CFO Solutions LLC447,977$11.46M1.8%N/A15.186%
1/21/2026Heritage Oak Wealth Advisors LLC8,716$223K0.1%-94.4%0.295%
12/2/2025IFP 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%
11/5/2025Envestnet Asset Management Inc.40,902$1.05M0.0%-8.7%1.319%
10/30/2025Cornerstone Wealth Group LLC49,566$1.27M0.1%+44.1%1.599%
10/29/2025Global View Capital Management LLC12,417$318K0.1%+27.4%0.401%
10/29/2025Arkadios Wealth Advisors9,364$240K0.0%N/A0.302%
10/23/2025Spire Wealth Management3,071$79K0.0%N/A0.099%
10/21/2025Clay Northam Wealth Management LLC12,400$318K0.2%N/A0.400%
10/20/2025Heritage Oak Wealth Advisors LLC155,236$3.98M1.5%+236.5%5.008%
10/15/2025Strid Group LLC572,724$14.69M1.9%N/A18.778%
8/25/2025Fulcrum Equity Management11,770$300K0.3%N/A0.673%
8/15/2025Global View Capital Management LLC9,746$248K0.1%N/A0.557%
8/14/2025Jane Street Group LLC11,115$283K0.0%+22.3%0.635%
8/5/2025Integrity Wealth Solutions LLC39,355$1.00M0.5%+70.9%2.249%
8/1/2025Envestnet Asset Management Inc.44,810$1.14M0.0%N/A2.561%
7/28/2025Cornerstone Wealth Group LLC34,405$876K0.1%+136.2%1.966%
7/25/2025Atria Wealth Solutions Inc.9,640$245K0.0%N/A0.551%
7/25/2025Envestnet Portfolio Solutions Inc.16,246$413K0.0%N/A0.928%
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7/24/2025IFP Advisors Inc7,659$195K0.0%N/A0.438%
7/22/2025D.B. Root & Company LLC9,248$235K0.1%N/A0.528%
7/15/2025Heritage Oak Wealth Advisors LLC46,137$1.17M0.5%N/A2.714%
7/10/2025Wealth 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

During the previous two years, 27 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), Spartan Wealth Advisory Services LLC ($9.60M), D.B. Root & Company LLC ($4.30M), Flynn Zito Capital Management LLC ($4.24M), Cornerstone Wealth Group LLC ($3.52M), and Integrity Wealth Solutions LLC ($2.75M).Learn more on Thornburg Multi Sector Bond ETF's institutional investors.

Of the 26 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), Spartan Wealth Advisory Services LLC ($376.34K), D.B. Root & Company LLC ($167.93K), Flynn Zito Capital Management LLC ($166.31K), Heritage Oak Wealth Advisors LLC ($155.24K), and Cornerstone Wealth Group LLC ($137.69K).

Institutional investors have bought a total of 2,420,147 shares in the last 24 months. This purchase volume represents approximately $61.90M in transactions.

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).

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 7/5/2026 by MarketBeat.com Staff.
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