TMB Institutional Ownership & Shareholders
THORNBURG MULTI SECTOR B ETF (TMB) is currently held by 35 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $222.10M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wcg Wealth Advisors Llc is currently the largest disclosed institutional shareholder of TMB tracked by InsiderSet, reporting ownership valued at approximately $54.16M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $53.34M, representing an estimated loss of -1.51% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed TMB value among the investors covered in this analysis. Major shareholders include Wcg Wealth Advisors Llc, Private Advisor Group, Llc, Onyx Bridge Wealth Group Llc, and several other long-term asset managers with concentrated positions in THORNBURG MULTI SECTOR B ETF (TMB).
This page ranks the largest institutional TMB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
35
Total Reported Value
$222.10M
Largest Holder
Wcg Wealth Advisors Llc
Largest Position
$54.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wcg Wealth Advisors Llc | 1.28% | 2,136,587 | $54,162,507 | $53,342,458 | -$820,049 | -1.51% | |
| Private Advisor Group, Llc | 0.13% | 1,116,585 | $28,305,459 | $27,876,884 | -$428,575 | -1.51% | |
| Onyx Bridge Wealth Group Llc | 2.16% | 1,000,858 | $24,594,480 | $24,987,621 | +$393,141 | +1.60% | |
| Concurrent Investment Advisors, Llc | 0.14% | 810,863 | $19,925,669 | $20,244,168 | +$318,499 | +1.60% | |
| Strid Group, Llc | 1.67% | 623,762 | $15,327,956 | $15,572,967 | +$245,011 | +1.60% | |
| Personal Cfo Solutions, Llc | 1.71% | 466,553 | $11,827,119 | $11,648,056 | -$179,063 | -1.51% | |
| Lpl Financial Llc | 0.00% | 462,748 | $11,730,669 | $11,553,059 | -$177,610 | -1.51% | |
| Ggm Financial Llc | 4.03% | 419,150 | $10,625,450 | $10,464,583 | -$160,867 | -1.51% | |
| Spartan Wealth Advisory Services Llc | 0.83% | 398,936 | $10,113,033 | $9,959,916 | -$153,117 | -1.51% | |
| D.B. Root & Company, Llc | 0.98% | 182,871 | $4,635,770 | $4,565,594 | -$70,176 | -1.51% | |
| Flynn Zito Capital Management, Llc | 1.23% | 178,107 | $4,515,000 | $4,446,655 | -$68,345 | -1.51% | |
| Cornerstone Wealth Group, Llc | 0.24% | 174,088 | $4,277,926 | $4,346,316 | +$68,390 | +1.60% | |
| Cannon Financial Strategists, Inc. | 0.45% | 161,631 | $3,971,835 | $4,035,312 | +$63,477 | +1.60% | |
| Jane Street Group, Llc | 0.00% | 132,049 | $3,347,442 | $3,296,762 | -$50,680 | -1.51% | |
| Integrity Wealth Solutions Llc | 1.21% | 129,512 | $3,283,138 | $3,233,422 | -$49,716 | -1.51% | |
| Westside Investment Management, Inc. | 0.35% | 113,213 | $2,782,079 | $2,826,498 | +$44,419 | +1.60% | |
| Clay Northam Wealth Management, Llc | 0.81% | 70,900 | $1,742,254 | $1,770,104 | +$27,850 | +1.60% | |
| Empire Financial Management Company, Llc | 0.56% | 55,553 | $1,408,268 | $1,386,947 | -$21,321 | -1.51% | |
| Insight Wealth Partners, Llc | 0.43% | 44,802 | $1,100,937 | $1,118,536 | +$17,599 | +1.60% | |
| Goldman Sachs Group Inc | 0.00% | 33,009 | $836,778 | $824,109 | -$12,669 | -1.51% | |
| Thrivent Financial For Lutherans | 0.00% | 30,373 | $770,000 | $758,298 | -$11,702 | -1.52% | |
| Nilsine Partners, Llc | 0.04% | 23,000 | $565,188 | $574,223 | +$9,035 | +1.60% | |
| Capital Investment Advisory Services, Llc | 0.03% | 20,029 | $492,186 | $500,048 | +$7,862 | +1.60% | |
| Spire Wealth Management | 0.01% | 15,212 | $373,812 | $379,786 | +$5,974 | +1.60% | |
| Commonwealth Equity Services, Llc | 0.00% | 12,278 | $301,725 | $306,535 | +$4,810 | +1.59% | |
| Channel Wealth Llc | 0.06% | 10,343 | $262,195 | $258,225 | -$3,970 | -1.51% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 8,533 | $210,509 | $213,037 | +$2,528 | +1.20% | |
| Jpmorgan Chase & Co | 0.00% | 7,123 | $181,459 | $177,834 | -$3,625 | -2.00% | |
| Sunbelt Securities, Inc. | 0.01% | 6,635 | $169,254 | $165,651 | -$3,603 | -2.13% | |
| Private Trust Co Na | 0.01% | 3,875 | $95,231 | $96,744 | +$1,513 | +1.59% | |
| Peck Wealth Management, Llc | 0.06% | 2,775 | $68,191 | $69,281 | +$1,090 | +1.60% | |
| Ifg Advisory, Llc | 0.00% | 1,868 | $47,344 | $46,637 | -$707 | -1.49% | |
| Jones Financial Companies Lllp | 0.00% | 961 | $24,567 | $23,993 | -$574 | -2.34% | |
| Morgan Stanley | 0.00% | 709 | $17,973 | $17,701 | -$272 | -1.51% | |
| Cassaday & Co Wealth Management Llc | 0.00% | 111 | $2,728 | $2,771 | +$43 | +1.59% |
Frequently asked questions about TMB
Who are the largest institutional holders of TMB?
The largest institutional holders of TMB reported in the latest SEC Form 13F filings include Wcg Wealth Advisors Llc, Private Advisor Group, Llc, Onyx Bridge Wealth Group Llc, Concurrent Investment Advisors, Llc, and Strid Group, Llc. InsiderSet ranks institutional holders by their latest reported TMB position.
What is TMB institutional ownership?
This page tracks TMB positions reported by institutional investment managers through SEC Form 13F. THORNBURG MULTI SECTOR B ETF (TMB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TMB?
InsiderSet currently tracks 35 institutional managers reporting TMB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TMB shareholders.
How much TMB stock do institutions own?
Institutional investment managers disclosed approximately $222.10M in TMB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TMB institutional ownership last updated?
The latest TMB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TMB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TMB position after the reporting date.
Are institutions buying or selling TMB?
Institutional buying and selling can be analyzed by comparing TMB positions across consecutive 13F reporting periods. InsiderSet's TMB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TMB ownership changes.
How has TMB institutional ownership changed over time?
InsiderSet tracks TMB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.