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, Q3 2025
Institutional positions in Thornburg Income Builder Opportunities Trust as of Sep 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
- 49
- +2 vs. Q2 2025
- Shares held
- 8.71M
- +733.9K (+9.2%) vs. Q2 2025
- Total value
- $173.2M
- +$16.8M (+10.7%) vs. Q2 2025
- New holders
- 5
- 28 more added
- Sold out
- 3
- 11 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Thornburg Income Builder Opportunities Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 2,022,402 | $40.2M | 0.01% | −56,997−2.7% | Reduced |
| DKM Wealth Management, Inc. | 941,073 | $18.7M | 15.02% | −14,090−1.5% | Reduced |
| Raymond James Financial Inc | 831,007 | $16.5M | 0.01% | +4,415+0.5% | Added |
| Stifel Financial Corp | 704,696 | $14.0M | 0.01% | −18,852−2.6% | Reduced |
| Advisors Asset Management, Inc. | 606,770 | $12.1M | 0.20% | +40,139+7.1% | Added |
| Morgan Stanley | 494,349 | $9.83M | 0.00% | +62,671+14.5% | Added |
| Royal Bank of Canada | 446,008 | $8.87M | 0.00% | +67,077+17.7% | Added |
| Kera Capital Partners, Inc. | 401,619 | $7.99M | 1.20% | +226,880+129.8% | Added |
| Wells Fargo & Company | 382,394 | $7.61M | 0.00% | +42,202+12.4% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 227,958 | $4.53M | 1.55% | +13,265+6.2% | Added |
| LPL Financial LLC | 218,305 | $4.34M | 0.00% | +39,372+22.0% | Added |
| Rockefeller Capital Management L.P. | 141,422 | $2.81M | 0.01% | −325−0.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 120,403 | $2.44M | 0.00% | +67,800+128.9% | Added |
| Private Advisor Group, LLC | 121,070 | $2.41M | 0.01% | +2,328+2.0% | Added |
| Kestra Advisory Services, LLC | 90,799 | $1.81M | 0.01% | +90,799 | New |
| Sanctuary Advisors, LLC | 86,876 | $1.73M | 0.01% | −642−0.7% | Reduced |
| Concurrent Investment Advisors, LLC | 73,529 | $1.46M | 0.03% | +52,738+253.7% | Added |
| Janney Montgomery Scott LLC | 67,282 | $1.34M | 0.00% | −939−1.4% | Reduced |
| Invesco Ltd. | 66,502 | $1.32M | 0.00% | +7,447+12.6% | Added |
| D.A. Davidson & Co. | 65,039 | $1.29M | 0.01% | +172+0.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 53,457 | $1.06M | 0.04% | +14,955+38.8% | Added |
| PMG Family Office LLC | 47,565 | $946.1K | 1.06% | +47,565 | New |
| Lokken Investment Group LLC | 46,509 | $925.1K | 0.32% | +2,587+5.9% | Added |
| Financial Management Network Inc | 44,580 | $897.8K | 0.15% | +953+2.2% | Added |
| Oppenheimer & Co Inc | 39,598 | $787.6K | 0.01% | −4,450−10.1% | Reduced |
| Wedbush Securities Inc | 38,419 | $764.0K | 0.02% | −616−1.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 33,806 | $672.0K | 0.00% | +2,890+9.3% | Added |
| Advisor Group Holdings, Inc. | 29,247 | $584.8K | 0.00% | +2,034+7.5% | Added |
| Commonwealth Equity Services, LLC | 24,240 | $482.0K | 0.00% | +1,455+6.4% | Added |
| Comerica Bank | 23,600 | $469.4K | 0.00% | +17,400+280.6% | Added |
| Hunter Associates Investment Management LLC | 23,031 | $458.0K | 0.06% | +2,531+12.3% | Added |
| Steward Partners Investment Advisory, LLC | 21,460 | $426.8K | 0.00% | +2,017+10.4% | Added |
| GWM Advisors LLC | 17,153 | $341.2K | 0.00% | +900+5.5% | Added |
| Blue Bell Private Wealth Management, LLC | 15,536 | $309.0K | 0.05% | −11,310−42.1% | Reduced |
| Virtu Financial LLC | 14,802 | $294.0K | 0.02% | +14,802 | New |
| Calamos Advisors LLC | 13,728 | $273.1K | 0.00% | +2,450+21.7% | Added |
| Brown Advisory Inc | 13,720 | $272.9K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 13,452 | $267.6K | 0.00% | +7,343+120.2% | Added |
| Hicks Capital Management LLC | 12,856 | $255.7K | 0.42% | +1,000+8.4% | Added |
| Brown Brothers Harriman & Co | 12,023 | $239.1K | 0.00% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 11,885 | $236.4K | 0.02% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 11,543 | $229.6K | 0.00% | +50.0% | Added |
| LaSalle St. Investment Advisors, LLC | 11,544 | $229.0K | 0.04% | +11,544 | New |
| Envestnet Asset Management Inc | 10,418 | $207.2K | 0.00% | +10,418 | New |
| Prosperity Consulting Group, LLC | 10,000 | $198.9K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,655 | $32.9K | 0.01% | +26+1.6% | Added |
| Newbridge Financial Services Group, Inc. | 1,000 | $19.9K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $3.98K | 0.01% | −1,050−84.0% | Reduced |
| Global Retirement Partners, LLC | 151 | $3.00K | 0.00% | −546−78.3% | Reduced |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −15,965−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |