Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / MULTI SECTOR BD
-
Total 13F shares
-
338,956
-
Share change
-
+292,270
-
Total reported value
-
$8,625,299
-
Price per share
-
$25.45
-
Number of holders
-
16
-
Value change
-
+$7,437,160
-
Number of buys
-
16
Institutional Holders of THORNBURG ETF TR - MULTI SECTOR BD (TMB) as of Q2 2025
As of 30 Jun 2025,
THORNBURG ETF TR - MULTI SECTOR BD (TMB) was held by
16 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
338,956 shares.
The largest 10 holders included
Empire Financial Management Company, LLC, HERITAGE OAK WEALTH ADVISORS LLC, ENVESTNET ASSET MANAGEMENT INC, Integrity Wealth Solutions LLC, Cornerstone Wealth Group, LLC, CITADEL ADVISORS LLC, Envestnet Portfolio Solutions, Inc., WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Fulcrum Equity Management, and JANE STREET GROUP, LLC.
This page lists
16
institutional shareholders reporting positions in this security
for the Q2 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.