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TMB

Thornburg Multi Sector Bond ETF

28 hedge funds and large institutions have $146M invested in Thornburg Multi Sector Bond ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more capital invested

Capital invested by funds: $42.1M → $146M (+$104M)

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

63.74% more ownership

Funds ownership: 55.83%119.57% (+64%)

27% more funds holding

Funds holding: 2228 (+6)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
28
Holders Change
+6
Holders Change %
+27.27%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
12
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWA
1
WCG Wealth Advisors
Nevada
$44.3M +$44.6M +1,738,123 New
Mariner
2
Mariner
Kansas
$28.3M +$28.4M +1,107,840 New
SG
3
Strid Group
Pennsylvania
$14.9M +$816K +31,782 +6%
PCS
4
Personal CFO Solutions
New Jersey
$11.3M -$87.9K -3,425 -0.8%
SWASL
5
Spartan Wealth Advisory Services LLC
Michigan
$9.6M +$9.66M +376,343 New
LPL Financial
6
LPL Financial
California
$8.71M +$8.76M +341,288 New
DBRC
7
D.B. Root & Company
Pennsylvania
$4.48M +$199K +7,758 +5%
FZCM
8
Flynn Zito Capital Management
New York
$4.24M +$4.27M +166,312 New
Goldman Sachs
9
Goldman Sachs
New York
$4.23M +$3.25M +126,624 +322%
CWG
10
Cornerstone Wealth Group
North Carolina
$3.52M +$1.72M +66,932 +95%
IWS
11
Integrity Wealth Solutions
Colorado
$2.75M +$480K +18,687 +21%
HighTower Advisors
12
HighTower Advisors
Illinois
$2.7M +$2.16M +84,021 +386%
WIM
13
Westside Investment Management
California
$1.81M +$1.37M +53,173 +299%
CNWM
14
Clay Northam Wealth Management
California
$1.61M +$209K +8,150 +15%
EFMC
15
Empire Financial Management Company
New York
$1.43M +$20.5K +797 +1%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$766K +$771K +30,040 New
Jane Street
17
Jane Street
New York
$336K -$525K -20,451 -61%
Citadel Advisors
18
Citadel Advisors
Florida
$326K -$340K -13,253 -51%
CW
19
Channel Wealth
California
$264K +$266K +10,348 New
JP Morgan Chase
20
JP Morgan Chase
New York
$232K +$184K +7,164 +367%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$218K -$107K -4,176 -33%
SS
22
Sunbelt Securities
Texas
$169K +$359 +14 +0.2%
SWM
23
Spire Wealth Management
Virginia
$85.1K +$6.55K +255 +8%
SIS
24
Sound Income Strategies
Florida
$70.3K +$70.8K +2,757 New
PTC
25
Private Trust Company
Ohio
$28K +$28.1K +1,096 New

TMB Hedge Fund Activity: Q1 2026 in Review

28 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Thornburg Multi Sector Bond ETF (TMB) for Q1 2026, worth a combined $146M — up 248% from $42.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TMB positions and 3 closed out — a net gain of 7 holders — while 12 added to existing stakes and 6 trimmed.

The largest buyer was WCG Wealth Advisors, opening a new position worth an estimated $44.6M. The largest seller was Jane Street, cutting an estimated $525K.

  • 28 institutional investors held Thornburg Multi Sector Bond ETF (TMB) as of Q1 2026, up from 22 in Q4 2025.
  • Funds reported $146M of Thornburg Multi Sector Bond ETF stock for Q1 2026, up 248% quarter-over-quarter.
  • 10 funds opened new Thornburg Multi Sector Bond ETF positions in Q1 2026 and 3 closed out, a net change of +7 holders.
  • The largest Thornburg Multi Sector Bond ETF buyer in Q1 2026 was WCG Wealth Advisors, an estimated $44.6M added.
  • The largest Thornburg Multi Sector Bond ETF seller in Q1 2026 was Jane Street, an estimated $525K sold.

Based on aggregated 13F filings for Q1 2026.