Thornburg Income Builder Opportunities Trust
TBLD- Exchange
- Nasdaq
- SEC CIK
- 0001820378
In the last 90 days, Thornburg Income Builder Opportunities Trust insiders filed 2 open-market purchases and 0 sales; 56 institutions reported holding it in 13F filings for Q2 2026, worth $220.7M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Thornburg Income Builder Opportunities Trust as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 56
- +2 vs. Q1 2026
- Shares held
- 10.0M
- +996.8K (+11.1%) vs. Q1 2026
- Total value
- $220.7M
- +$30.3M (+15.9%) vs. Q1 2026
- New holders
- 5
- 27 more added
- Sold out
- 3
- 15 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TBLD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 56 | $220.7M |
| Q1 2026 | 54 | $190.4M |
| Q4 2025 | 56 | $184.7M |
| Q3 2025 | 49 | $174.7M |
| Q2 2025 | 47 | $166.7M |
| Q1 2025 | 43 | $144.8M |
| Q4 2024 | 52 | $135.7M |
| Q3 2024 | 42 | $118.7M |
| Q2 2024 | 50 | $114.5M |
| Q1 2024 | 48 | $108.6M |
| Q4 2023 | 44 | $104.3M |
| Q3 2023 | 40 | $91.3M |
| Q2 2023 | 39 | $86.4M |
| Q1 2023 | 33 | $77.6M |
| Q4 2022 | 37 | $67.2M |
| Q3 2022 | 36 | $50.1M |
| Q2 2022 | 29 | $51.2M |
| Q1 2022 | 24 | $49.2M |
| Q4 2021 | 33 | $52.1M |
| Q3 2021 | 7 | $12.4M |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Thornburg Income Builder Opportunities Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 1,856,110 | $41.0M | 0.01% | +12,933+0.7% | Added |
| DKM Wealth Management, Inc. | 957,773 | $21.1M | 13.82% | −6,800−0.7% | Reduced |
| Stifel Financial Corp | 837,046 | $18.5M | 0.02% | +63,666+8.2% | Added |
| Morgan Stanley | 771,895 | $17.0M | 0.00% | +49,696+6.9% | Added |
| Atlas Wealth LLC | 710,893 | $15.7M | 2.24% | +710,893 | New |
| Raymond James Financial Inc | 705,598 | $15.6M | 0.00% | +78,689+12.6% | Added |
| Advisors Asset Management, Inc. | 567,963 | $12.5M | 0.19% | −24,589−4.1% | Reduced |
| Kera Capital Partners, Inc. | 481,195 | $10.6M | 1.02% | +27,853+6.1% | Added |
| Royal Bank of Canada | 462,544 | $10.2M | 0.00% | +14,589+3.3% | Added |
| Wells Fargo & Company | 427,434 | $9.43M | 0.00% | −56,375−11.7% | Reduced |
| LPL Financial LLC | 325,663 | $7.19M | 0.00% | +21,935+7.2% | Added |
| Rockefeller Capital Management L.P. | 161,091 | $3.56M | 0.01% | +4,043+2.6% | Added |
| Sanctuary Advisors, LLC | 139,471 | $3.08M | 0.01% | +10,995+8.6% | Added |
| Private Advisor Group, LLC | 121,022 | $2.67M | 0.01% | +5,248+4.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 120,616 | $2.64M | 0.00% | +47,400+64.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 104,913 | $2.32M | 0.07% | +2,563+2.5% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 80,479 | $1.78M | 0.55% | +10,977+15.8% | Added |
| Alessandra Capital Management, LLC | 79,006 | $1.74M | 1.23% | −3,640−4.4% | Reduced |
| Evolve Private Wealth, LLC | 77,958 | $1.72M | 0.11% | −5,892−7.0% | Reduced |
| Invesco Ltd. | 77,632 | $1.71M | 0.00% | −1,656−2.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 76,688 | $1.69M | 0.00% | +38,329+99.9% | Added |
| Concurrent Investment Advisors, LLC | 71,540 | $1.58M | 0.01% | −20,506−22.3% | Reduced |
| Janney Montgomery Scott LLC | 69,629 | $1.54M | 0.00% | +8,622+14.1% | Added |
| D.A. Davidson & Co. | 69,238 | $1.53M | 0.01% | +63+0.1% | Added |
| Kestra Advisory Services, LLC | 67,406 | $1.49M | 0.00% | −1,322−1.9% | Reduced |
| Advisor Group Holdings, Inc. | 56,219 | $1.24M | 0.00% | +9,643+20.7% | Added |
| Financial Management Network Inc | 48,377 | $1.07M | 0.15% | +4,206+9.5% | Added |
| PMG Family Office LLC | 48,095 | $1.06M | 0.98% | +415+0.9% | Added |
| Dakota Wealth Management | 46,981 | $1.04M | 0.02% | −245−0.5% | Reduced |
| Wedbush Securities Inc | 42,539 | $939.0K | 0.02% | +2,452+6.1% | Added |
| Advisory Advocates, LLC | 34,470 | $760.8K | 0.65% | +4,850+16.4% | Added |
| Closed-End Fund Advisors, Inc. | 34,337 | $757.8K | 0.74% | −1,526−4.3% | Reduced |
| Hunter Associates Investment Management LLC | 26,550 | $584.0K | 0.07% | −1,481−5.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 24,919 | $550.0K | 0.00% | −2,235−8.2% | Reduced |
| Oppenheimer & Co Inc | 23,215 | $512.4K | 0.01% | −4,950−17.6% | Reduced |
| Fifth Third Bancorp | 21,300 | $470.1K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 19,635 | $433.3K | 0.00% | +1,385+7.6% | Added |
| GWM Advisors LLC | 16,513 | $364.4K | 0.00% | +1,250+8.2% | Added |
| Brown Advisory Inc | 13,720 | $302.8K | 0.00% | 00.0% | Unchanged |
| Hicks Capital Management LLC | 12,856 | $283.7K | 0.23% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 12,546 | $276.9K | 0.03% | +12,546 | New |
| Wiley Bros.-Aintree Capital, LLC | 12,520 | $276.3K | 0.00% | −1,896−13.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 12,205 | $269.4K | 0.03% | +315+2.6% | Added |
| Brown Brothers Harriman & Co | 12,023 | $265.3K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 11,500 | $253.8K | 0.00% | +11,500 | New |
| Cetera Investment Advisers | 11,045 | $243.8K | 0.00% | +876+8.6% | Added |
| Prosperity Consulting Group, LLC | 10,000 | $220.7K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 9,501 | $209.7K | 0.00% | +9,501 | New |
| Blue Bell Private Wealth Management, LLC | 6,748 | $148.9K | 0.02% | −2,456−26.7% | Reduced |
| US Bancorp | 4,996 | $110.3K | 0.00% | +4,996 | New |
| Webster Bank, N. A. | 3,000 | $66.2K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,678 | $59.1K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,729 | $38.2K | 0.01% | +24+1.4% | Added |
| Clark Wealth Partners | 660 | $14.6K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 600 | $13.2K | 0.00% | +400+200.0% | Added |
| Whittier Trust Co | 500 | $11.1K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −28,663−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −11,623−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |