TMB Institutional Ownership
Thornburg Multi Sector Bond ETF
1W: -0.5%
1M: -2.1%
3M: -3.3%
YTD: -3.4%
1Y: -3.6%
$24.58
-0.05 (-0.21%)
Weekly Expected Move ±0.6%
$24
$24
$25
$25
$25
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — TMB
36
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
194M
Total Invested
8
New Positions
17
Increased
10
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (40 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WCG Wealth Advisors LLC | 2,136,587 | 53M | +398,464 | +22.9% | 2Q | SEC ↗ |
| 2 | Private Advisor Group, LLC NEW | 1,116,585 | 27M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Onyx Bridge Wealth Group LLC NEW | 626,973 | 15M | — | +0.0% | 1Q | SEC ↗ |
| 4 | Strid Group, LLC | 600,927 | 15M | +18,089 | +3.1% | 4Q | SEC ↗ |
| 5 | PERSONAL CFO SOLUTIONS, LLC | 466,553 | 11M | +22,001 | +4.9% | 3Q | SEC ↗ |
| 6 | LPL Financial LLC | 462,748 | 11M | +121,460 | +35.6% | 2Q | SEC ↗ |
| 7 | GGM Financial LLC NEW | 419,150 | 10M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Spartan Wealth Advisory Services LLC | 398,936 | 10M | +22,593 | +6.0% | 2Q | SEC ↗ |
| 9 | D.B. Root & Company, LLC | 182,871 | 4M | +7,180 | +4.1% | 5Q | SEC ↗ |
| 10 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | 178,107 | 4M | +11,795 | +7.1% | 2Q | SEC ↗ |
| 11 | Cannon Financial Strategists, Inc. NEW | 153,054 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 12 | Cornerstone Wealth Group, LLC | 152,842 | 4M | +15,150 | +11.0% | 6Q | SEC ↗ |
| 13 | HighTower Advisors, LLC | 143,225 | 4M | +37,437 | +35.4% | 4Q | SEC ↗ |
| 14 | JANE STREET GROUP, LLC | 132,049 | 3M | +118,893 | +903.7% | 3Q | SEC ↗ |
| 15 | Integrity Wealth Solutions LLC | 129,512 | 3M | +21,666 | +20.1% | 6Q | SEC ↗ |
| 16 | Westside Investment Management, Inc. | 103,263 | 3M | +32,290 | +45.5% | 3Q | SEC ↗ |
| 17 | Clay Northam Wealth Management, LLC | 67,400 | 2M | +4,100 | +6.5% | 4Q | SEC ↗ |
| 18 | Empire Financial Management Company, L | 55,553 | 1M | -665 | -1.2% | 5Q | SEC ↗ |
| 19 | GOLDMAN SACHS GROUP INC | 33,009 | 811K | -132,947 | -80.1% | 4Q | SEC ↗ |
| 20 | Insight Wealth Partners, LLC NEW | 30,679 | 754K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Thrivent Financial for Lutherans | 30,373 | 746K | +333 | +1.1% | 2Q | SEC ↗ |
| 22 | Principia Wealth Advisory, LLC | 13,130 | 323K | -346 | -2.6% | 5Q | SEC ↗ |
| 23 | CHANNEL WEALTH LLC | 10,343 | 254K | -5 | -0.0% | 2Q | SEC ↗ |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 8,533 | 210K | — | +0.0% | 5Q | SEC ↗ |
| 25 | JPMORGAN CHASE & CO | 7,123 | 175K | -1,994 | -21.9% | 5Q | SEC ↗ |
| 26 | Sunbelt Securities, Inc. | 6,635 | 163K | +14 | +0.2% | 3Q | SEC ↗ |
| 27 | Spire Wealth Management | 5,835 | 143K | +2,500 | +75.0% | 4Q | SEC ↗ |
| 28 | PRIVATE TRUST CO NA | 3,864 | 95K | +2,768 | +252.6% | 2Q | SEC ↗ |
| 29 | IFG Advisory, LLC NEW | 1,868 | 46K | — | +0.0% | 1Q | SEC ↗ |
| 30 | JONES FINANCIAL COMPANIES LLLP NEW | 961 | 24K | — | +0.0% | 1Q | SEC ↗ |
| 31 | MORGAN STANLEY | 709 | 17K | +247 | +53.5% | 4Q | SEC ↗ |
| 32 | Blue Trust, Inc. NEW | 100 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 33 | IFP Advisors, Inc | 10 | 0K | -253 | -96.2% | 5Q | SEC ↗ |
| 34 | UBS Group AG | 0 | 0K | -106 | -100.0% | 1Q | SEC ↗ |
| 35 | Kestra Advisory Services, LLC | 0 | 0K | -1,352 | -100.0% | 1Q | SEC ↗ |
| 36 | Global View Capital Management LLC | 0 | 0K | -12,678 | -100.0% | 3Q | SEC ↗ |
| 37 | HERITAGE OAK WEALTH ADVISORS LLC | 0 | 0K | -8,716 | -100.0% | 3Q | SEC ↗ |
| 38 | CITADEL ADVISORS LLC | 0 | 0K | -12,787 | -100.0% | 4Q | SEC ↗ |
| 39 | Sound Income Strategies, LLC | 0 | 0K | -2,757 | -100.0% | 1Q | SEC ↗ |
| 40 | Mariner, LLC | 0 | 0K | -1,107,840 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| Private Advisor Group, LLC | 1,116,585 | 27M |
| Onyx Bridge Wealth Group LLC | 626,973 | 15M |
| GGM Financial LLC | 419,150 | 10M |
| Cannon Financial Strategists, Inc. | 153,054 | 4M |
| Insight Wealth Partners, LLC | 30,679 | 754K |
| IFG Advisory, LLC | 1,868 | 46K |
| JONES FINANCIAL COMPANIES LLLP | 961 | 24K |
| Blue Trust, Inc. | 100 | 2K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Mariner, LLC | 1,107,840 | 27M |
| CITADEL ADVISORS LLC | 12,787 | 314K |
| Global View Capital Management LLC | 12,678 | 312K |
| HERITAGE OAK WEALTH ADVISORS LLC | 8,716 | 214K |
| Sound Income Strategies, LLC | 2,757 | 68K |
| Kestra Advisory Services, LLC | 1,352 | 33K |
| UBS Group AG | 106 | 3K |
Biggest Increases (18)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WCG Wealth Advisors LLC | +398,464 | +22.9% | 2,136,587 |
| LPL Financial LLC | +121,460 | +35.6% | 462,748 |
| JANE STREET GROUP, LLC | +118,893 | +903.7% | 132,049 |
| HighTower Advisors, LLC | +37,437 | +35.4% | 143,225 |
| Westside Investment Management, Inc | +32,290 | +45.5% | 103,263 |
| Spartan Wealth Advisory Services LL | +22,593 | +6.0% | 398,936 |
| PERSONAL CFO SOLUTIONS, LLC | +22,001 | +4.9% | 466,553 |
| Integrity Wealth Solutions LLC | +21,666 | +20.1% | 129,512 |
| Strid Group, LLC | +18,089 | +3.1% | 600,927 |
| Cornerstone Wealth Group, LLC | +15,150 | +11.0% | 152,842 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | +11,795 | +7.1% | 178,107 |
| D.B. Root & Company, LLC | +7,180 | +4.1% | 182,871 |
| Clay Northam Wealth Management, LLC | +4,100 | +6.5% | 67,400 |
| PRIVATE TRUST CO NA | +2,768 | +252.6% | 3,864 |
| Spire Wealth Management | +2,500 | +75.0% | 5,835 |
| Thrivent Financial for Lutherans | +333 | +1.1% | 30,373 |
| MORGAN STANLEY | +247 | +53.5% | 709 |
| Sunbelt Securities, Inc. | +14 | +0.2% | 6,635 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -132,947 | -80.1% | 33,009 |
| JPMORGAN CHASE & CO | -1,994 | -21.9% | 7,123 |
| Empire Financial Management Company | -665 | -1.2% | 55,553 |
| Principia Wealth Advisory, LLC | -346 | -2.6% | 13,130 |
| IFP Advisors, Inc | -253 | -96.2% | 10 |
| CHANNEL WEALTH LLC | -5 | -0.0% | 10,343 |