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.
Q3 2025 vs. Q2 2025
How the institutions holding Thornburg Income Builder Opportunities Trust changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Q3 2025 | Change |
|---|---|---|---|
| Holders | 47 | 49 | +2 |
| Shares | 7.97M | 8.71M | +733.9K (+9.2%) |
| Value | $156.4M | $173.2M | +$16.8M (+10.7%) |
New holders (5)
Institutions that held Thornburg Income Builder Opportunities Trust at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Kestra Advisory Services, LLC | 90,799 | $1.81M | 0.01% |
| PMG Family Office LLC | 47,565 | $946.1K | 1.06% |
| Virtu Financial LLC | 14,802 | $294.0K | 0.02% |
| LaSalle St. Investment Advisors, LLC | 11,544 | $229.0K | 0.04% |
| Envestnet Asset Management Inc | 10,418 | $207.2K | 0.00% |
Sold out (3)
Institutions that held Thornburg Income Builder Opportunities Trust at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Kingsview Wealth Management, LLC | 15,965 | $313.2K |
| Ronald Blue Trust, Inc. | 500 | $9.81K |
| CWM, LLC | 9 | $0 |