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TPLS Institutional Ownership

Thornburg Core Plus Bond ETF
1W: -0.7% 1M: -3.0% 3M: -4.7% YTD: -5.5% 1Y: -5.9%
$23.95
-0.04 (-0.15%)
 
Weekly Expected Move ±0.8%
$24 $24 $24 $24 $24
ETF NASDAQ · AUM $19.5M

Institutional Ownership — TPLS

6
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
7M
Total Invested
3
New Positions
2
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (8 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Cornerstone Wealth Group, LLC 250,897 6M +20,228 +8.8% 6Q SEC ↗
2 Willow Financial LLC 248,384 6M +40,372 +19.4% 2Q SEC ↗
3 Integrity Wealth Solutions LLC 16,189 388K +286 +1.8% 5Q SEC ↗
4 Blue Trust, Inc. NEW 663 16K — +0.0% 1Q SEC ↗
5 MORGAN STANLEY NEW 496 12K — +0.0% 1Q SEC ↗
6 UBS Group AG NEW 46 1K — +0.0% 1Q SEC ↗
7 GODSEY & GIBB, INC 0 0K -38 -100.0% 1Q SEC ↗
8 JANE STREET GROUP, LLC 0 0K -20,898 -100.0% 1Q SEC ↗

Recent Activity

New Positions (3)
HolderSharesValue
Blue Trust, Inc. 663 16K
MORGAN STANLEY 496 12K
UBS Group AG 46 1K
Sold Out (2)
HolderPrev SharesPrev Value
JANE STREET GROUP, LLC 20,898 500K
GODSEY & GIBB, INC 38 1K
Biggest Increases (3)
HolderAddedChange %Total Shares
Willow Financial LLC +40,372 +19.4% 248,384
Cornerstone Wealth Group, LLC +20,228 +8.8% 250,897
Integrity Wealth Solutions LLC +286 +1.8% 16,189
Biggest Decreases (0)

None.

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms