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 |
|---|---|---|---|---|---|
| CWM, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 500 | $9.81K | 0.00% | +500 | New |
| Global Retirement Partners, LLC | 697 | $13.7K | 0.00% | +697 | New |
| Newbridge Financial Services Group, Inc. | 1,000 | $19.6K | 0.00% | +1,000 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,250 | $24.5K | 0.00% | +1,000+400.0% | Added |
| SOA Wealth Advisors, LLC. | 1,629 | $32.0K | 0.01% | +9+0.6% | Added |
| Bank of America Corp | 6,109 | $119.9K | 0.00% | +6,109 | New |
| Comerica Bank | 6,200 | $121.6K | 0.00% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 10,000 | $196.2K | 0.01% | 00.0% | Unchanged |
| Calamos Advisors LLC | 11,278 | $221.3K | 0.00% | −980−8.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 11,538 | $226.4K | 0.00% | +10.0% | Added |
| Hicks Capital Management LLC | 11,856 | $232.6K | 0.37% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 11,885 | $233.2K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 12,023 | $235.9K | 0.00% | +12,023 | New |
| Brown Advisory Inc | 13,720 | $269.2K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 15,965 | $313.2K | 0.01% | +15,965 | New |
| GWM Advisors LLC | 16,253 | $318.9K | 0.00% | +1,500+10.2% | Added |
| Steward Partners Investment Advisory, LLC | 19,443 | $381.5K | 0.00% | +8,455+76.9% | Added |
| Hunter Associates Investment Management LLC | 20,500 | $402.0K | 0.06% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 20,791 | $407.9K | 0.01% | +20,791 | New |
| Commonwealth Equity Services, LLC | 22,785 | $447.0K | 0.00% | −250−1.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 26,846 | $526.7K | 0.09% | −5,100−16.0% | Reduced |
| Advisor Group Holdings, Inc. | 27,213 | $534.1K | 0.00% | +1,072+4.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 30,916 | $607.0K | 0.00% | −3,979−11.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 38,502 | $755.4K | 0.03% | +38,502 | New |
| Wedbush Securities Inc | 39,035 | $766.0K | 0.03% | +1,927+5.2% | Added |
| Lokken Investment Group LLC | 43,922 | $861.7K | 0.33% | −7,767−15.0% | Reduced |
| Oppenheimer & Co Inc | 44,048 | $864.2K | 0.01% | +1,500+3.5% | Added |
| Financial Management Network Inc | 43,627 | $865.1K | 0.16% | +235+0.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 52,603 | $1.04M | 0.00% | +52,603 | New |
| Invesco Ltd. | 59,055 | $1.16M | 0.00% | −10,729−15.4% | Reduced |
| D.A. Davidson & Co. | 64,867 | $1.27M | 0.01% | −2,246−3.3% | Reduced |
| Janney Montgomery Scott LLC | 68,221 | $1.34M | 0.00% | +3,990+6.2% | Added |
| Sanctuary Advisors, LLC | 87,518 | $1.72M | 0.01% | +3,635+4.3% | Added |
| Private Advisor Group, LLC | 118,742 | $2.33M | 0.01% | +887+0.8% | Added |
| Rockefeller Capital Management L.P. | 141,747 | $2.78M | 0.01% | +12,282+9.5% | Added |
| Kera Capital Partners, Inc. | 174,739 | $3.43M | 0.68% | +14,959+9.4% | Added |
| LPL Financial LLC | 178,933 | $3.51M | 0.00% | +3,764+2.1% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 214,693 | $4.21M | 1.50% | +31,132+17.0% | Added |
| Wells Fargo & Company | 340,192 | $6.67M | 0.00% | −62,948−15.6% | Reduced |
| Royal Bank of Canada | 378,931 | $7.43M | 0.00% | +38,214+11.2% | Added |
| Morgan Stanley | 431,678 | $8.47M | 0.00% | +37,444+9.5% | Added |
| Advisors Asset Management, Inc. | 566,631 | $11.1M | 0.20% | +66,559+13.3% | Added |
| Stifel Financial Corp | 723,548 | $14.2M | 0.01% | +113,337+18.6% | Added |
| Raymond James Financial Inc | 826,592 | $16.2M | 0.01% | +65,755+8.6% | Added |
| DKM Wealth Management, Inc. | 955,163 | $18.7M | 16.16% | −19,380−2.0% | Reduced |
| UBS Group AG | 2,079,399 | $40.8M | 0.01% | +32,839+1.6% | Added |
| 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 |