Who Owns Thornburg Multi Sector Bond ETF (TMB)?Hedge Fund & Institutional Holders

$25.51-0.04 (-0.15%)Financial ServicesNASDAQ

Institutional Holders

25

as of Q4 2025

Total Institutional Value

$1.409611459429523e+56T

% of Float Held

—

QoQ Change in Holders

+13 / -1

Price History

$24.91$25.16$25.41$25.66$25.91Feb 25Aug 25Mar 26

TMB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
PERSONAL CFO SOLUTIONS, LLCNew Position+448K+$11.5M
D.B. Root & Company, LLCNew Position+168K+$4.3M
Integrity Wealth Solutions LLCNew Position+89K+$2.3M
Cornerstone Wealth Group, LLCNew Position+71K+$1.8M
Clay Northam Wealth Management, LLCNew Position+55K+$1.4M
Principia Wealth Advisory, LLCNew Position+27K+$686K
Westside Investment Management, Inc.New Position+18K+$455K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+13K+$325K
Global View Capital Management LLCNew Position+13K+$324K
HERITAGE OAK WEALTH ADVISORS LLCNew Position+9K+$222K
Spire Wealth ManagementNew Position+3K+$78K
JANE STREET GROUP, LLCNew Position+34K+$0
Kestra Advisory Services, LLCNew Position+1K+$0
JPMORGAN CHASE & COIncreased+1K+$-11.7M
MORGAN STANLEYIncreased+386+$-11.8M

TMB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Strid Group, LLCDecreased-22K-$14.7B
MAI Capital ManagementClosed Position-21-$539K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Strid Group, LLC551,056$14.1M1.75%Share
2PERSONAL CFO SOLUTIONS, LLC447,977$11.5M1.82%Share
3D.B. Root & Company, LLC167,933$4.3M1.05%Share
4Integrity Wealth Solutions LLC89,159$2.3M0.90%Share
5Cornerstone Wealth Group, LLC70,760$1.8M0.12%Share
6Empire Financial Management Company, LLC55,421$1.4M0.31%Share
7Clay Northam Wealth Management, LLC55,150$1.4M0.78%Share
8GOLDMAN SACHS GROUP INC39,332$1.0M0.00%Share
9Westside Investment Management, Inc.17,800$455K0.07%Share
10Principia Wealth Advisory, LLC13,496$345K0.22%Share
11Principia Wealth Advisory, LLC13,304$341K0.24%Share
12WEALTH ENHANCEMENT ADVISORY SERVICES, LLC12,709$325K0.00%Share
13Global View Capital Management LLC12,678$324K0.06%Share
14HERITAGE OAK WEALTH ADVISORS LLC8,716$222K0.08%Share
15Sunbelt Securities, Inc.6,621$169K0.01%Share
16Spire Wealth Management3,080$78K0.00%Share
17MORGAN STANLEY462$00.00%Share
18MORGAN STANLEY386$00.00%Share
19JPMORGAN CHASE & CO1,163$00.00%Share
20JPMORGAN CHASE & CO790$00.00%Share
21CITADEL ADVISORS LLC26,040$00.00%Share
22JANE STREET GROUP, LLC33,607$00.00%Share
23IFP Advisors, Inc9,433$00.00%Share
24Kestra Advisory Services, LLC1,352$00.00%Share
25HighTower Advisors, LLC21,767$00.00%Share

TMB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202522$40.0M+12
Q3 202510$17.6B-6
Q2 202516$7.2B+13
Q1 20253$1.2B—

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As of Q4 2025, 25 institutional investors hold TMB (Thornburg Multi Sector Bond ETF). The largest holder is Strid Group, LLC with $14.1M in shares. This quarter, 13 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own TMB?

As of Q4 2025, 25 institutional investors report holding TMB (Thornburg Multi Sector Bond ETF) in their 13F filings.

Who is the largest institutional holder of TMB?

The largest institutional holder of TMB is Strid Group, LLC with $14.1M in shares.

Is institutional ownership of TMB increasing or decreasing?

This quarter, 13 institutions opened new positions in TMB and 1 closed their positions.