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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 $219.9M in total; no superinvestor holds it.

13F holders, Q1 2025

Institutional positions in Thornburg Income Builder Opportunities Trust as of Mar 31, 2025. 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
43
−9 vs. Q4 2024
Shares held
8.08M
−250.7K (−3.0%) vs. Q4 2024
Total value
$144.8M
+$9.14M (+6.7%) vs. Q4 2024
New holders
4
17 more added
Sold out
13
14 more reduced

Compare with Q4 2024: 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.

Institutional holdersQ1 2025: 43 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 7 institutionsQ4 2021: 33 institutionsQ1 2022: 24 institutionsQ2 2022: 29 institutionsQ3 2022: 36 institutionsQ4 2022: 37 institutionsQ1 2023: 33 institutionsQ2 2023: 39 institutionsQ3 2023: 40 institutionsQ4 2023: 44 institutionsQ1 2024: 48 institutionsQ2 2024: 50 institutionsQ3 2024: 42 institutionsQ4 2024: 52 institutionsQ1 2025: 43 institutionsQ2 2025: 47 institutionsQ3 2025: 49 institutionsQ4 2025: 56 institutionsQ1 2026: 54 institutionsQ2 2026: 56 institutions
Value heldQ1 2025: $144.8M
Q1 2021: $0Q2 2021: $0Q3 2021: $12.4MQ4 2021: $52.1MQ1 2022: $49.2MQ2 2022: $51.2MQ3 2022: $50.1MQ4 2022: $67.2MQ1 2023: $77.6MQ2 2023: $86.4MQ3 2023: $91.3MQ4 2023: $100.1MQ1 2024: $100.0MQ2 2024: $114.5MQ3 2024: $118.7MQ4 2024: $135.7MQ1 2025: $144.8MQ2 2025: $156.4MQ3 2025: $173.2MQ4 2025: $184.7MQ1 2026: $190.4MQ2 2026: $219.9M
Institutions holding TBLD and their total value by quarter
QuarterHoldersValue
Q2 202656$219.9M
Q1 202654$190.4M
Q4 202556$184.7M
Q3 202549$173.2M
Q2 202547$156.4M
Q1 202543$144.8M
Q4 202452$135.7M
Q3 202442$118.7M
Q2 202450$114.5M
Q1 202448$100.0M
Q4 202344$100.1M
Q3 202340$91.3M
Q2 202339$86.4M
Q1 202333$77.6M
Q4 202237$67.2M
Q3 202236$50.1M
Q2 202229$51.2M
Q1 202224$49.2M
Q4 202133$52.1M
Q3 20217$12.4M
Q2 20210$0
Q1 20210$0

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Thornburg Income Builder Opportunities Trust; share changes are against Q4 2024.

Institutions holding TBLD in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
UBS Group AG2,046,560$36.7M0.01%+14,115+0.7%Added
DKM Wealth Management, Inc.974,543$17.5M16.96%−2,862−0.3%Reduced
Raymond James Financial Inc760,837$13.6M0.01%+62,732+9.0%Added
Stifel Financial Corp610,211$10.9M0.01%+34,619+6.0%Added
Saba Capital Management, L.P.550,494$9.88M0.27%−155,473−22.0%Reduced
Advisors Asset Management, Inc.500,072$8.97M0.17%−42,212−7.8%Reduced
Wells Fargo & Company403,140$7.23M0.00%+118,153+41.5%Added
Morgan Stanley394,234$7.07M0.00%+21,929+5.9%Added
Royal Bank of Canada340,717$6.11M0.00%+8,449+2.5%Added
Thomas J. Herzfeld Advisors, Inc.183,561$3.29M1.12%−975−0.5%Reduced
LPL Financial LLC175,169$3.14M0.00%+19,143+12.3%Added
Kera Capital Partners, Inc.159,780$2.87M0.85%+5,588+3.6%Added
Rockefeller Capital Management L.P.129,465$2.32M0.01%+4,399+3.5%Added
Private Advisor Group, LLC117,855$2.11M0.01%−117−0.1%Reduced
Sanctuary Advisors, LLC83,883$1.50M0.01%−80,156−48.9%Reduced
Invesco Ltd.69,784$1.25M0.00%−20,696−22.9%Reduced
D.A. Davidson & Co.67,113$1.20M0.01%+14,273+27.0%Added
Janney Montgomery Scott LLC64,231$1.15M0.00%+3,648+6.0%Added
Lokken Investment Group LLC51,689$927.3K0.39%+2,176+4.4%Added
Oppenheimer & Co Inc42,548$763.3K0.01%00.0%Unchanged
Financial Management Network Inc43,392$725.1K0.16%+6,603+17.9%Added
Wedbush Securities Inc37,108$666.0K0.02%−5,063−12.0%Reduced
Cambridge Investment Research Advisors, Inc.34,895$626.0K0.00%−968−2.7%Reduced
Blue Bell Private Wealth Management, LLC31,946$573.1K0.11%−734−2.2%Reduced
Advisor Group Holdings, Inc.26,141$469.1K0.00%+750+3.0%Added
Commonwealth Equity Services, LLC23,035$413.0K0.00%+950+4.3%Added
Hunter Associates Investment Management LLC20,500$368.0K0.06%00.0%Unchanged
GWM Advisors LLC14,753$264.7K0.00%00.0%Unchanged
Brown Advisory Inc13,720$246.1K0.00%00.0%Unchanged
Rivernorth Capital Management, LLC13,620$244.3K0.01%00.0%Unchanged
XTX Topco Ltd13,348$239.5K0.01%+13,348New
Calamos Advisors LLC12,258$219.9K0.00%−490−3.8%Reduced
Hicks Capital Management LLC11,856$212.7K0.28%+11,856New
Silver Oak Securities, Inc11,885$210.8K0.02%+750+6.7%Added
Wiley Bros.-Aintree Capital, LLC11,537$204.7K0.00%−786−6.4%Reduced
Steward Partners Investment Advisory, LLC10,988$197.1K0.00%−1,993−15.4%Reduced
Prosperity Consulting Group, LLC10,000$179.4K0.01%00.0%Unchanged
Comerica Bank6,200$111.2K0.00%+600+10.7%Added
SOA Wealth Advisors, LLC.1,620$29.1K0.01%00.0%Unchanged
Allworth Financial LP1,500$26.7K0.00%+1,500New
Thurston, Springer, Miller, Herd & Titak, Inc.250$4.49K0.00%+250New
Curio Wealth, LLC1$2.85K0.00%−174−99.4%Reduced
CWM, LLC9$00.00%00.0%Unchanged
Cohen & Steers, Inc.0$00.00%−85,701−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−71,548−100.0%Sold out
1607 Capital Partners, LLC0$00.00%−21,404−100.0%Sold out
Readystate Asset Management LP0$00.00%−21,219−100.0%Sold out
Walleye Capital LLC0$00.00%−19,752−100.0%Sold out
Jane Street Group, LLC0$00.00%−13,684−100.0%Sold out
Virtu Financial LLC0$00.00%−13,635−100.0%Sold out
Citadel Advisors LLC0$00.00%−10,158−100.0%Sold out
Mosaic Financial Group, LLC0$00.00%−10,000−100.0%Sold out
Beck Mack & Oliver LLC0$00.00%−10,000−100.0%Sold out
South State Corp.0$00.00%−5,371−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−750−100.0%Sold out
St Germain D J Co Inc0$00.00%−650−100.0%Sold out