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, Q2 2025
Institutional positions in Thornburg Income Builder Opportunities Trust as of Jun 30, 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
- 47
- +4 vs. Q1 2025
- Shares held
- 7.97M
- −103.7K (−1.3%) vs. Q1 2025
- Total value
- $156.4M
- +$11.6M (+8.0%) vs. Q1 2025
- New holders
- 9
- 22 more added
- Sold out
- 5
- 9 more reduced
Compare with Q1 2025: 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 | $219.9M |
| Q1 2026 | 54 | $190.4M |
| Q4 2025 | 56 | $184.7M |
| Q3 2025 | 49 | $173.2M |
| Q2 2025 | 47 | $156.4M |
| Q1 2025 | 43 | $144.8M |
| Q4 2024 | 52 | $135.7M |
| Q3 2024 | 42 | $118.7M |
| Q2 2024 | 50 | $114.5M |
| Q1 2024 | 48 | $100.0M |
| Q4 2023 | 44 | $100.1M |
| 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 2025
Shares, value and share of portfolio for each institution holding Thornburg Income Builder Opportunities Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 2,079,399 | $40.8M | 0.01% | +32,839+1.6% | Added |
| DKM Wealth Management, Inc. | 955,163 | $18.7M | 16.16% | −19,380−2.0% | Reduced |
| Raymond James Financial Inc | 826,592 | $16.2M | 0.01% | +65,755+8.6% | Added |
| Stifel Financial Corp | 723,548 | $14.2M | 0.01% | +113,337+18.6% | Added |
| Advisors Asset Management, Inc. | 566,631 | $11.1M | 0.20% | +66,559+13.3% | Added |
| Morgan Stanley | 431,678 | $8.47M | 0.00% | +37,444+9.5% | Added |
| Royal Bank of Canada | 378,931 | $7.43M | 0.00% | +38,214+11.2% | Added |
| Wells Fargo & Company | 340,192 | $6.67M | 0.00% | −62,948−15.6% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 214,693 | $4.21M | 1.50% | +31,132+17.0% | Added |
| LPL Financial LLC | 178,933 | $3.51M | 0.00% | +3,764+2.1% | Added |
| Kera Capital Partners, Inc. | 174,739 | $3.43M | 0.68% | +14,959+9.4% | Added |
| Rockefeller Capital Management L.P. | 141,747 | $2.78M | 0.01% | +12,282+9.5% | Added |
| Private Advisor Group, LLC | 118,742 | $2.33M | 0.01% | +887+0.8% | Added |
| Sanctuary Advisors, LLC | 87,518 | $1.72M | 0.01% | +3,635+4.3% | Added |
| Janney Montgomery Scott LLC | 68,221 | $1.34M | 0.00% | +3,990+6.2% | Added |
| D.A. Davidson & Co. | 64,867 | $1.27M | 0.01% | −2,246−3.3% | Reduced |
| Invesco Ltd. | 59,055 | $1.16M | 0.00% | −10,729−15.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 52,603 | $1.04M | 0.00% | +52,603 | New |
| Financial Management Network Inc | 43,627 | $865.1K | 0.16% | +235+0.5% | Added |
| Oppenheimer & Co Inc | 44,048 | $864.2K | 0.01% | +1,500+3.5% | Added |
| Lokken Investment Group LLC | 43,922 | $861.7K | 0.33% | −7,767−15.0% | Reduced |
| Wedbush Securities Inc | 39,035 | $766.0K | 0.03% | +1,927+5.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 38,502 | $755.4K | 0.03% | +38,502 | New |
| Cambridge Investment Research Advisors, Inc. | 30,916 | $607.0K | 0.00% | −3,979−11.4% | Reduced |
| Advisor Group Holdings, Inc. | 27,213 | $534.1K | 0.00% | +1,072+4.1% | Added |
| Blue Bell Private Wealth Management, LLC | 26,846 | $526.7K | 0.09% | −5,100−16.0% | Reduced |
| Commonwealth Equity Services, LLC | 22,785 | $447.0K | 0.00% | −250−1.1% | Reduced |
| Concurrent Investment Advisors, LLC | 20,791 | $407.9K | 0.01% | +20,791 | New |
| Hunter Associates Investment Management LLC | 20,500 | $402.0K | 0.06% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 19,443 | $381.5K | 0.00% | +8,455+76.9% | Added |
| GWM Advisors LLC | 16,253 | $318.9K | 0.00% | +1,500+10.2% | Added |
| Kingsview Wealth Management, LLC | 15,965 | $313.2K | 0.01% | +15,965 | New |
| Brown Advisory Inc | 13,720 | $269.2K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 12,023 | $235.9K | 0.00% | +12,023 | New |
| Silver Oak Securities, Inc | 11,885 | $233.2K | 0.02% | 00.0% | Unchanged |
| Hicks Capital Management LLC | 11,856 | $232.6K | 0.37% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 11,538 | $226.4K | 0.00% | +10.0% | Added |
| Calamos Advisors LLC | 11,278 | $221.3K | 0.00% | −980−8.0% | Reduced |
| Prosperity Consulting Group, LLC | 10,000 | $196.2K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 6,200 | $121.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 6,109 | $119.9K | 0.00% | +6,109 | New |
| SOA Wealth Advisors, LLC. | 1,629 | $32.0K | 0.01% | +9+0.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,250 | $24.5K | 0.00% | +1,000+400.0% | Added |
| Newbridge Financial Services Group, Inc. | 1,000 | $19.6K | 0.00% | +1,000 | New |
| Global Retirement Partners, LLC | 697 | $13.7K | 0.00% | +697 | New |
| Ronald Blue Trust, Inc. | 500 | $9.81K | 0.00% | +500 | New |
| CWM, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −550,494−100.0% | Sold out |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −13,620−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −13,348−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |