Thornburg Multi Sector B ETF (TMB)

CUSIP: 88521L207 | NYSE | 56 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Onyx Bridge Wealth Group LLC1,000,858

2.2% of portfolio$24.6M

Concurrent Investment Advisors, LLC810,863

0.1% of portfolio$19.9M

Strid Group, LLC623,762

1.7% of portfolio$15.3M

GGM Financial LLC549,667

4.3% of portfolio$13.5M

D.B. Root & Company, LLC202,758

1.1% of portfolio$5.0M

Cornerstone Wealth Group, LLC174,088

0.2% of portfolio$4.3M

Cannon Financial Strategists, Inc.161,631

0.4% of portfolio$4.0M

Flynn Zito Capital Management, LLC150,370

1.0% of portfolio$3.7M

Westside Investment Management, Inc.113,213

0.4% of portfolio$2.8M

Clay Northam Wealth Management, LLC70,900

0.8% of portfolio$1.7M

Insight Wealth Partners, LLC44,802

0.1% of portfolio$1.1M

Thrivent Financial for Lutherans30,937

0.0% of portfolio$762

Nilsine Partners, LLC23,000

0.0% of portfolio$565.2K

Capital Investment Advisory Services, LLC20,029

0.0% of portfolio$492.2K

Spire Wealth Management15,212

0.0% of portfolio$373.8K

Commonwealth Equity Services, LLC12,278

0.0% of portfolio$301.7K

Wealth Enhancement Advisory Services, LLC8,533

0.0% of portfolio$210.5K

Private Trust Co NA3,875

0.0% of portfolio$95.2K

Peck Wealth Management, LLC2,775

0.1% of portfolio$68.2K

Cassaday & Co Wealth Management LLC111

0.0% of portfolio$2.7K

				Style	Turnover	Location	Filed
Onyx Bridge Wealth Group LLC	1,000,858	$24.6M	2.2%	ETF	Medium	Tarrytown, NY	2026-10-16
Concurrent Investment Advisors, LLC	810,863	$19.9M	0.1%	Growth	Medium	Tampa, FL	2026-10-16
Strid Group, LLC	623,762	$15.3M	1.7%	ETF	Low	Newtown Square, PA	2026-10-28
GGM Financial LLC	549,667	$13.5M	4.3%	ETF	Medium	Columbus, OH	2026-11-05
D.B. Root & Company, LLC	202,758	$5.0M	1.1%	ETF	Low	Pittsburgh, PA	2026-11-04
Cornerstone Wealth Group, LLC	174,088	$4.3M	0.2%	Core	Medium	Huntersville, NC	2026-11-02
Cannon Financial Strategists, Inc.	161,631	$4.0M	0.4%	ETF	Very Low	Athens, GA	2026-10-19
Flynn Zito Capital Management, LLC	150,370	$3.7M	1.0%	ETF	Low	Garden City, NY	2026-11-04
Westside Investment Management, Inc.	113,213	$2.8M	0.4%	Growth	Low	Santa Monica, CA	2026-11-02
Clay Northam Wealth Management, LLC	70,900	$1.7M	0.8%	Growth	Very Low	Huntington Beach, CA	2026-10-13
Insight Wealth Partners, LLC	44,802	$1.1M	0.1%	ETF	Low	Plano, TX	2026-10-26
Thrivent Financial for Lutherans	30,937	$762	0.0%	GARP	Medium	Minneapolis, MN	2026-11-05
Nilsine Partners, LLC	23,000	$565.2K	0.0%	Core	Medium	Greenwood Village, CO	2026-11-02
Capital Investment Advisory Services, LLC	20,029	$492.2K	0.0%	Core	Medium	Raleigh, NC	2026-10-30
Spire Wealth Management	15,212	$373.8K	0.0%	Growth	Medium	Mclean, VA	2026-10-30
Commonwealth Equity Services, LLC	12,278	$301.7K	0.0%	ETF	Low	Waltham, MA	2026-11-02
Wealth Enhancement Advisory Services, LLC	8,533	$210.5K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Private Trust Co NA	3,875	$95.2K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Peck Wealth Management, LLC	2,775	$68.2K	0.1%	ETF	Low	White Plains, NY	2026-10-29
Cassaday & Co Wealth Management LLC	111	$2.7K	0.0%	ETF	Very Low	Mclean, VA	2026-10-27