SEC 13F Intelligence

TXUETHORNBURG ETF TR

CUSIP 88521L306 · Yahoo Finance ↗ · Google Finance ↗

Thornburg Etf Tr (TXUE) has 48 institutional holders in Filings Flow’s 13F database, together reporting 9.31M shares worth $301M as of Q1 2026. The largest reported holders are Wealth Enhancement Advisory Services, LLC, Hightower Advisors, LLC, and Osaic Holdings, Inc..

Institutional Holders
48
Q1 2026
Reported Value
$301M
Ticker
TXUE
Quarters Tracked
5

Ownership Trend

Institutional holders
Q1 ’25: 10Q1 ’25Q2 ’25: 21Q2 ’25Q3 ’25: 32Q3 ’25Q4 ’25: 35Q4 ’25Q1 ’26: 48Q1 ’26filingsflow.com
Total reported value
Q1 ’25: $16MQ1 ’25Q2 ’25: $68MQ2 ’25Q3 ’25: $206MQ3 ’25Q4 ’25: $263MQ4 ’25Q1 ’26: $301MQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.12%$61M1.87MQ1 2026
HighTower Advisors, LLC$94.2B AUM0.05%$45M1.39MQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.03%$22M682.6KQ1 2026
CHANNEL WEALTH LLC$413M AUM4.29%$18M550.8KQ1 2026
IFC Advisors LLC$699M AUM2.25%$16M488.2KQ1 2026
D.A. DAVIDSON & CO.$16.5B AUM0.09%$15M468.1KQ1 2026
ADAPT WEALTH ADVISORS, LLC$276M AUM4.57%$13M391.9KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$11M326.3KQ1 2026
Cooper Capital Advisors LLC$143M AUM7.07%$10M313.9KQ1 2026
FINANCIAL MANAGEMENT NETWORK INC$653M AUM1.53%$10M296.6KQ1 2026
OPPENHEIMER & CO INC$8.2B AUM0.12%$10M304.3KQ1 2026
Financial Designs Corp$180M AUM4.95%$9M276.5KQ1 2026
One Charles Private Wealth Services, LLC$400M AUM1.65%$7M204.5KQ1 2026
SENTINEL PENSION ADVISORS, LLC$676M AUM0.92%$6M194.4KQ1 2026
Capital Analysts, LLC$3.6B AUM0.16%$6M188.4KQ1 2026
Fermata Advisors, LLC$495M AUM1.10%$5M151.2KQ1 2026
GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM0.08%$4M138.9KQ1 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$4M111.3KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$3M102.1KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$3M99.2KQ1 2026
Sanctuary Advisors, LLC$18.5B AUM0.02%$3M87.1KQ1 2026
Noble Wealth Management PBC$223M AUM1.29%$3M80.0KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M72.1KQ1 2026
GTS SECURITIES LLC$2.8B AUM0.10%$2M75.9KQ2 2025OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.05%$2M51.8KQ1 2026
Mariner, LLC$85.7B AUM0.00%$2M50.6KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M48.5KQ1 2026
Twelve Points Wealth Management LLC$455M AUM0.32%$1M44.5KQ1 2026
Independent Advisor Alliance$9.3B AUM0.01%$1M40.8KQ1 2026
Nautilus Advisors LLC$146M AUM0.67%$976,62830.3KQ1 2026
CASCADE INVESTMENT GROUP, INC.$152M AUM0.60%$908,91728.2KQ1 2026
Janney Montgomery Scott LLC$40.4B AUM0.00%$896,00027.8KQ1 2026
Clay Northam Wealth Management, LLC$178M AUM0.43%$773,36524.0KQ1 2026
Integrated Wealth Concepts LLC$12.5B AUM0.01%$629,76719.6KQ1 2026
LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM0.10%$572,68817.8KQ1 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.23%$560,99717.4KQ1 2026
Cornerstone Wealth Group, LLC$1.6B AUM0.04%$553,12616.4KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$437,10014.0KQ1 2026
Patten Group, Inc.$575M AUM0.07%$428,83513.3KQ1 2026
Ascentis Independent Advisors$1.3B AUM0.03%$390,46412.1KQ1 2026
ORG Partners LLC$568M AUM0.07%$380,26312.1KQ4 2025OLDER
FLOW TRADERS U.S. LLC$3.2B AUM0.01%$355,00011.0KQ1 2026
JM2 Capital Inc.$121M AUM0.25%$300,2369.3KQ1 2026
THOROUGHBRED FINANCIAL SERVICES, LLC$1.7B AUM0.02%$283,0008.8KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$265,6638.3KQ1 2026
Empire Financial Management Company, LLC$442M AUM0.06%$257,5208.0KQ1 2026
Westside Investment Management, Inc.$653M AUM0.04%$234,8587.3KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$222,2996.9KQ1 2026
Summit Trail Advisors, LLC$7.0B AUM0.00%$215,3746.9KQ4 2025OLDER
BCGM Wealth Management, LLC$398M AUM0.05%$208,1006.6KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$69,2092.1KQ1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$10,027330Q3 2025OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$5,165158Q1 2026
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.