THORNBURG ETF TR
CUSIP 88521L207
Thornburg Etf Tr has 28 institutional holders in Filings Flow’s 13F database, together reporting 5.74M shares worth $146M as of Q1 2026. The largest reported holders are Wcg Wealth Advisors LLC, Mariner, LLC, and Strid Group, LLC.
Institutional Holders
28
Q1 2026
Reported Value
$146M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Strid Group, LLC$807M AUM | 1.84% | $15M | 582.8K | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 1.59% | $11M | 444.6K | Q1 2026OLDER |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 1.36% | $4M | 166.3K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 1.24% | $44M | 1.74M | Q1 2026OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 1.08% | $3M | 107.8K | Q1 2026OLDER |
| D.B. Root & Company, LLC$419M AUM | 1.07% | $4M | 175.7K | Q1 2026OLDER |
| Clay Northam Wealth Management, LLC$178M AUM | 0.91% | $2M | 63.3K | Q1 2026OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.84% | $10M | 376.3K | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 0.77% | $2M | 67.7K | Q3 2025OLDER |
| Empire Financial Management Company, LLC$442M AUM | 0.32% | $1M | 56.2K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.28% | $2M | 71.0K | Q1 2026OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.23% | $4M | 137.7K | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.22% | $345,230 | 13.5K | Q4 2025OLDER |
| HERITAGE OAK WEALTH ADVISORS LLC$315M AUM | 0.08% | $222,955 | 8.7K | Q4 2025OLDER |
| CHANNEL WEALTH LLC$413M AUM | 0.06% | $263,983 | 10.3K | Q1 2026OLDER |
| Global View Capital Management LLC$377M AUM | 0.06% | $324,303 | 12.7K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.03% | $28M | 1.11M | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $169,254 | 6.6K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $240,078 | 9.4K | Q3 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $147,917 | 5.8K | Q2 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $70,276 | 2.8K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 105.8K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $27,960 | 1.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $9M | 341.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $4M | 166.0K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $217,677 | 8.5K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 40.9K | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $34,592 | 1.4K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $6,709 | 263 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $326,203 | 12.8K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $335,616 | 13.2K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $231,663 | 9.1K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $539 | 21 | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $21,692 | 848 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $2,704 | 106 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.