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

$4.2950002280000175e+95T

% 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
D.B. Root & Company, LLCNew Position+168K+$4.3B
Integrity Wealth Solutions LLCNew Position+89K+$2.3B
Cornerstone Wealth Group, LLCNew Position+71K+$1.8B
Clay Northam Wealth Management, LLCNew Position+55K+$1.4B
GOLDMAN SACHS GROUP INCIncreased+29K+$726.2M
Principia Wealth Advisory, LLCNew Position+27K+$686.0M
Westside Investment Management, Inc.New Position+18K+$455.0M
Global View Capital Management LLCNew Position+13K+$324.0M
HERITAGE OAK WEALTH ADVISORS LLCNew Position+9K+$222.0M
Spire Wealth ManagementNew Position+3K+$78.0M
PERSONAL CFO SOLUTIONS, LLCNew Position+448K+$11.5M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+13K+$325K
JANE STREET GROUP, LLCNew Position+34K+$0
Kestra Advisory Services, LLCNew Position+1K+$0
MORGAN STANLEYIncreased+386+$-11K

TMB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Strid Group, LLCDecreased-22K-$588K
MAI Capital ManagementClosed Position-21-$539K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1D.B. Root & Company, LLC167,933$4.3B1.05%Share
2Integrity Wealth Solutions LLC89,159$2.3B0.90%Share
3Cornerstone Wealth Group, LLC70,760$1.8B0.12%Share
4Empire Financial Management Company, LLC55,421$1.4B0.31%Share
5Clay Northam Wealth Management, LLC55,150$1.4B0.78%Share
6GOLDMAN SACHS GROUP INC39,332$1.0B0.00%Share
7Westside Investment Management, Inc.17,800$455.0M0.07%Share
8Principia Wealth Advisory, LLC13,496$345.0M0.22%Share
9Principia Wealth Advisory, LLC13,304$341.0M0.24%Share
10Global View Capital Management LLC12,678$324.0M0.06%Share
11HERITAGE OAK WEALTH ADVISORS LLC8,716$222.0M0.08%Share
12Sunbelt Securities, Inc.6,621$169.0M0.01%Share
13Spire Wealth Management3,080$78.0M0.00%Share
14Strid Group, LLC551,056$14.1M1.75%Share
15PERSONAL CFO SOLUTIONS, LLC447,977$11.5M1.82%Share
16WEALTH ENHANCEMENT ADVISORY SERVICES, LLC12,709$325K0.00%Share
17JANE STREET GROUP, LLC33,607$00.00%Share
18HighTower Advisors, LLC21,767$00.00%Share
19JPMORGAN CHASE & CO1,163$00.00%Share
20JPMORGAN CHASE & CO790$00.00%Share
21CITADEL ADVISORS LLC26,040$00.00%Share
22MORGAN STANLEY462$00.00%Share
23IFP Advisors, Inc9,433$00.00%Share
24Kestra Advisory Services, LLC1,352$00.00%Share
25MORGAN STANLEY386$00.00%Share

TMB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202522$14.2B+12
Q3 202510$2.9B-6
Q2 202516$6.5B+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 D.B. Root & Company, LLC with $4.3B 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 D.B. Root & Company, LLC with $4.3B in shares.

Is institutional ownership of TMB increasing or decreasing?

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