Thornburg ETF Trust - TPLS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cornerstone Wealth Group, LLC | History | Added to | 164,034 | 4,176 | 0.29% | 0.23% | 1 | +32,668 | 24.87% | Q4 2025 | Jan 26, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 12,177 | 310 | 0.12% | 0.14% | 2 | +171 | 1.42% | Q4 2025 | Feb 02, 2026 |
| UBS Group AG | History | Added to | 117 | 2 | 0.0% | — | 3 | +113 | 2825.0% | Q4 2025 | Jan 29, 2026 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -12,006 | -100.0% | Q3 2025 | Nov 06, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,307 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GODSEY & GIBB, INC | History | New | 38 | 0 | — | — | — | +38 | New | Q4 2025 | Jan 27, 2026 |