Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / MULTI SECTOR BD
-
Total 13F shares
-
1,257,653
-
Share change
-
+928,337
-
Total reported value
-
$32,246,722
-
Price per share
-
$25.64
-
Number of holders
-
22
-
Value change
-
+$23,809,990
-
Number of buys
-
18
-
Number of sells
-
6
Institutional Holders of THORNBURG ETF TR - MULTI SECTOR BD (TMB) as of Q3 2025
As of 30 Sep 2025,
THORNBURG ETF TR - MULTI SECTOR BD (TMB) was held by
22 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,257,653 shares.
The largest 10 holders included
Strid Group, LLC, HERITAGE OAK WEALTH ADVISORS LLC, D.B. Root & Company, LLC, Integrity Wealth Solutions LLC, PFG Private Wealth Management, LLC, Empire Financial Management Company, LLC, Cornerstone Wealth Group, LLC, ENVESTNET ASSET MANAGEMENT INC, HighTower Advisors, LLC, and Principia Wealth Advisory, LLC.
This page lists
22
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.