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Thornburg Multi Sector B ETF (TMB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Onyx Bridge Wealth Group LLC
INCREASED
Shares1,000,858 from 626,973
Change+373,885 (+60%)
Value$24.6M (+$8.7M)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
NEW
Shares810,863
Change+810,863
Value$19.9M
Filed 2026-10-16
LPL Financial LLC
INCREASED
Shares656,715 from 462,748
Change+193,967 (+42%)
Value$16.1M (+$4.4M)
Filed 2026-11-06
Strid Group, LLC
INCREASED
Shares623,762 from 600,927
Change+22,835 (+4%)
Value$15.3M (+$94.5K)
Filed 2026-10-28
GGM Financial LLC
INCREASED
Shares549,667 from 419,150
Change+130,517 (+31%)
Value$13.5M (+$2.9M)
Filed 2026-11-05
Personal CFO Solutions, LLC
DECREASED
Shares429,850 from 466,553
Change-36,703 (-8%)
Value$10.6M (-$1.3M)
Filed 2026-11-06
D.B. Root & Company, LLC
INCREASED
Shares202,758 from 182,871
Change+19,887 (+11%)
Value$5.0M (+$346.7K)
Filed 2026-11-04
Cornerstone Wealth Group, LLC
INCREASED
Shares174,088 from 152,842
Change+21,246 (+14%)
Value$4.3M (+$403.4K)
Filed 2026-11-02
Cannon Financial Strategists, Inc.
INCREASED
Shares161,631 from 153,054
Change+8,577 (+6%)
Value$4.0M (+$91.9K)
Filed 2026-10-19
Flynn Zito Capital Management, LLC
DECREASED
Shares150,370 from 178,107
Change-27,737 (-16%)
Value$3.7M (-$819.9K)
Filed 2026-11-04
Westside Investment Management, Inc.
INCREASED
Shares113,213 from 103,263
Change+9,950 (+10%)
Value$2.8M (+$164.3K)
Filed 2026-11-02
Clay Northam Wealth Management, LLC
INCREASED
Shares70,900 from 67,400
Change+3,500 (+5%)
Value$1.7M (+$33.7K)
Filed 2026-10-13
Insight Wealth Partners, LLC
INCREASED
Shares44,802 from 30,679
Change+14,123 (+46%)
Value$1.1M (+$323.2K)
Filed 2026-10-26
Thrivent Financial for Lutherans
INCREASED
Shares30,937 from 30,373
Change+564 (+2%)
Value$762 (-$769.2K)
Filed 2026-11-05
Nilsine Partners, LLC
NEW
Shares23,000
Change+23,000
Value$565.2K
Filed 2026-11-02
Capital Investment Advisory Services, LLC
NEW
Shares20,029
Change+20,029
Value$492.2K
Filed 2026-10-30
Channel Wealth LLC
INCREASED
Shares18,858 from 10,343
Change+8,515 (+82%)
Value$463.4K (+$201.2K)
Filed 2026-11-06
Spire Wealth Management
INCREASED
Shares15,212 from 5,835
Change+9,377 (+161%)
Value$373.8K (+$225.9K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
NEW
Shares12,278
Change+12,278
Value$301.7K
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares8,533 from 8,533
Change0 (0%)
Value$210.5K (-$5.8K)
Filed 2026-10-13
Private Trust Co NA
INCREASED
Shares3,875 from 3,864
Change+11 (+0%)
Value$95.2K (-$2.7K)
Filed 2026-10-20
Peck Wealth Management, LLC
NEW
Shares2,775
Change+2,775
Value$68.2K
Filed 2026-10-29
IFG Advisory, LLC
INCREASED
Shares1,888 from 1,868
Change+20 (+1%)
Value$46.4K (-$944)
Filed 2026-11-09
Cassaday & Co Wealth Management LLC
NEW
Shares111
Change+111
Value$2.7K
Filed 2026-10-27
Blue Trust, Inc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$2.5K)
Filed 2026-10-15
IFP Advisors, Inc
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$254)
Filed 2026-10-16
WCG Wealth Advisors LLC
N/A
Shares— from 2,136,587
Change-2,136,587 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,116,585
Change-1,116,585 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 398,936
Change-398,936 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 143,225
Change-143,225 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 132,049
Change-132,049 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 129,512
Change-129,512 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 55,553
Change-55,553 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 33,009
Change-33,009 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 7,123
Change-7,123 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 961
Change-961 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 709
Change-709 (-100%)
Value—
Status
Onyx Bridge Wealth Group LLC
INCREASED1,000,858626,973+373,885+60%$15.9M$24.6M+$8.7M2026-10-16
Concurrent Investment Advisors, LLC
NEW810,863—+810,863——$19.9M—2026-10-16
LPL Financial LLC
INCREASED656,715462,748+193,967+42%$11.7M$16.1M+$4.4M2026-11-06
Strid Group, LLC
INCREASED623,762600,927+22,835+4%$15.2M$15.3M+$94.5K2026-10-28
GGM Financial LLC
INCREASED549,667419,150+130,517+31%$10.6M$13.5M+$2.9M2026-11-05
Personal CFO Solutions, LLC
DECREASED429,850466,553-36,703-8%$11.8M$10.6M-$1.3M2026-11-06
D.B. Root & Company, LLC
INCREASED202,758182,871+19,887+11%$4.6M$5.0M+$346.7K2026-11-04
Cornerstone Wealth Group, LLC
INCREASED174,088152,842+21,246+14%$3.9M$4.3M+$403.4K2026-11-02
Cannon Financial Strategists, Inc.
INCREASED161,631153,054+8,577+6%$3.9M$4.0M+$91.9K2026-10-19
Flynn Zito Capital Management, LLC
DECREASED150,370178,107-27,737-16%$4.5M$3.7M-$819.9K2026-11-04
Westside Investment Management, Inc.
INCREASED113,213103,263+9,950+10%$2.6M$2.8M+$164.3K2026-11-02
Clay Northam Wealth Management, LLC
INCREASED70,90067,400+3,500+5%$1.7M$1.7M+$33.7K2026-10-13
Insight Wealth Partners, LLC
INCREASED44,80230,679+14,123+46%$777.7K$1.1M+$323.2K2026-10-26
Thrivent Financial for Lutherans
INCREASED30,93730,373+564+2%$770.0K$762-$769.2K2026-11-05
Nilsine Partners, LLC
NEW23,000—+23,000——$565.2K—2026-11-02
Capital Investment Advisory Services, LLC
NEW20,029—+20,029——$492.2K—2026-10-30
Channel Wealth LLC
INCREASED18,85810,343+8,515+82%$262.2K$463.4K+$201.2K2026-11-06
Spire Wealth Management
INCREASED15,2125,835+9,377+161%$147.9K$373.8K+$225.9K2026-10-30
Commonwealth Equity Services, LLC
NEW12,278—+12,278——$301.7K—2026-11-02
Wealth Enhancement Advisory Services, LLC
UNCHANGED8,5338,53300%$216.4K$210.5K-$5.8K2026-10-13
Private Trust Co NA
INCREASED3,8753,864+11+0%$97.9K$95.2K-$2.7K2026-10-20
Peck Wealth Management, LLC
NEW2,775—+2,775——$68.2K—2026-10-29
IFG Advisory, LLC
INCREASED1,8881,868+20+1%$47.3K$46.4K-$9442026-11-09
Cassaday & Co Wealth Management LLC
NEW111—+111——$2.7K—2026-10-27
Blue Trust, Inc.
CLOSED0100-100-100%$2.5K$0-$2.5K2026-10-15
IFP Advisors, Inc
CLOSED010-10-100%$254$0-$2542026-10-16
WCG Wealth Advisors LLC
N/A—2,136,587-2,136,587-100%$54.2M———
Private Advisor Group, LLC
N/A—1,116,585-1,116,585-100%$28.3M———
Spartan Wealth Advisory Services LLC
N/A—398,936-398,936-100%$10.1M———
HighTower Advisors, LLC
N/A—143,225-143,225-100%$3.6M———
Jane Street Group, LLC
N/A—132,049-132,049-100%$3.3M———
Integrity Wealth Solutions LLC
N/A—129,512-129,512-100%$3.3M———
Empire Financial Management Company, LLC
N/A—55,553-55,553-100%$1.4M———
Goldman Sachs Group Inc
N/A—33,009-33,009-100%$836.8K———
JPMorgan Chase & Co
N/A—7,123-7,123-100%$181.5K———
Jones Financial Companies Lllp
N/A—961-961-100%$24.6K———
Morgan Stanley
N/A—709-709-100%$18.0K———
Showing 37 of 37 institutions