THORNBURG MULTI SECTOR B ETF (TMB) Institutional Ownership Changes & 13F Activity
THORNBURG MULTI SECTOR B ETF (TMB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Private Advisor Group, Llc, Onyx Bridge Wealth Group Llc, Ggm Financial Llc, Wcg Wealth Advisors Llc, and Cannon Financial Strategists, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wcg Wealth Advisors Llc | Buy | +398,464 | +22.9% | 2,136,587 | $54.16M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -132,947 | -80.1% | 33,009 | $836.78K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +118,893 | +903.7% | 132,049 | $3.35M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +1,868 | — | 1,868 | $47.34K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +961 | — | 961 | $24.57K | Q2 2026 | Aug 14, 2026 |
| Empire Financial Management Company, Llc | Sell | -665 | -1.2% | 55,553 | $1.41M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +333 | +1.1% | 30,373 | $770.00K | Q2 2026 | Aug 14, 2026 |
| D.B. Root & Company, Llc | Buy | +7,180 | +4.1% | 182,871 | $4.64M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +247 | +53.5% | 709 | $17.97K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +7,123 | — | 7,123 | $181.46K | Q2 2026 | Aug 12, 2026 |
| Clay Northam Wealth Management, Llc | Buy | +4,100 | +6.5% | 67,400 | $1.71M | Q2 2026 | Aug 11, 2026 |
| Cannon Financial Strategists, Inc. | Buy | +153,054 | — | 153,054 | $3.88M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +121,460 | +35.6% | 462,748 | $11.73M | Q2 2026 | Aug 07, 2026 |
| Personal Cfo Solutions, Llc | Buy | +22,001 | +4.9% | 466,553 | $11.83M | Q2 2026 | Aug 07, 2026 |
| Insight Wealth Partners, Llc | Buy | +30,679 | — | 30,679 | $777.71K | Q2 2026 | Aug 06, 2026 |
| Spartan Wealth Advisory Services Llc | Buy | +22,593 | +6.0% | 398,936 | $10.11M | Q2 2026 | Aug 05, 2026 |
| Channel Wealth Llc | Sell | -5 | -0.0% | 10,343 | $262.19K | Q2 2026 | Aug 04, 2026 |
| Integrity Wealth Solutions Llc | Buy | +21,666 | +20.1% | 129,512 | $3.28M | Q2 2026 | Jul 30, 2026 |
| Private Trust Co Na | Buy | +2,768 | +252.6% | 3,864 | $97.95K | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, Llc | Buy | +1,116,585 | — | 1,116,585 | $28.31M | Q2 2026 | Jul 27, 2026 |
| Westside Investment Management, Inc. | Buy | +32,290 | +45.5% | 103,263 | $2.62M | Q2 2026 | Jul 27, 2026 |
| Cornerstone Wealth Group, Llc | Buy | +15,150 | +11.0% | 152,842 | $3.87M | Q2 2026 | Jul 27, 2026 |
| Flynn Zito Capital Management, Llc | Buy | +11,795 | +7.1% | 178,107 | $4.51M | Q2 2026 | Jul 24, 2026 |
| Onyx Bridge Wealth Group Llc | Buy | +626,973 | — | 626,973 | $15.89M | Q2 2026 | Jul 23, 2026 |
| Ggm Financial Llc | Buy | +419,150 | — | 419,150 | $10.63M | Q2 2026 | Jul 23, 2026 |
| Strid Group, Llc | Buy | +18,089 | +3.1% | 600,927 | $15.23M | Q2 2026 | Jul 23, 2026 |
| Blue Trust, Inc. | Buy | +100 | — | 100 | $2.54K | Q2 2026 | Jul 21, 2026 |
| Ifp Advisors, Inc | Sell | -253 | -96.2% | 10 | $254.00 | Q2 2026 | Jul 20, 2026 |
| Spire Wealth Management | Buy | +2,500 | +75.0% | 5,835 | $147.92K | Q2 2026 | Jul 15, 2026 |
| Sunbelt Securities, Inc. | Sell | -6,635 | -100.0% | 0 | $0.00 | Q2 2026 | May 18, 2026 |
Frequently asked questions about TMB activity
Which institutional owners are buying TMB?
Institutional owners buying TMB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in TMB activity?
"Buy" means an investor increased their reported position in TMB compared to the prior reporting period. This reflects growing exposure to THORNBURG MULTI SECTOR B ETF (TMB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in TMB increasing?
Institutional interest in TMB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.