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