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, Q4 2025
Institutional positions in Thornburg Income Builder Opportunities Trust as of Dec 31, 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
- 56
- +8 vs. Q3 2025
- Shares held
- 9.16M
- +502.7K (+5.8%) vs. Q3 2025
- Total value
- $184.7M
- +$12.4M (+7.2%) vs. Q3 2025
- New holders
- 12
- 28 more added
- Sold out
- 4
- 11 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Thornburg Income Builder Opportunities Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 1,786,490 | $35.9M | 0.01% | −235,912−11.7% | Reduced |
| DKM Wealth Management, Inc. | 952,992 | $19.2M | 14.29% | +11,919+1.3% | Added |
| Stifel Financial Corp | 721,378 | $14.5M | 0.01% | +16,682+2.4% | Added |
| Raymond James Financial Inc | 697,456 | $14.0M | 0.00% | −133,551−16.1% | Reduced |
| Advisors Asset Management, Inc. | 675,405 | $13.6M | 0.23% | +68,635+11.3% | Added |
| Morgan Stanley | 586,827 | $11.8M | 0.00% | +92,478+18.7% | Added |
| Royal Bank of Canada | 491,279 | $9.88M | 0.00% | +45,271+10.2% | Added |
| Kera Capital Partners, Inc. | 434,901 | $9.22M | 1.14% | +33,282+8.3% | Added |
| Wells Fargo & Company | 410,408 | $8.25M | 0.00% | +28,014+7.3% | Added |
| LPL Financial LLC | 260,739 | $5.24M | 0.00% | +42,434+19.4% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 231,757 | $4.66M | 1.58% | +3,799+1.7% | Added |
| Rockefeller Capital Management L.P. | 157,334 | $3.16M | 0.01% | +15,912+11.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 154,775 | $3.13M | 0.00% | +34,372+28.5% | Added |
| Private Advisor Group, LLC | 121,836 | $2.45M | 0.01% | +766+0.6% | Added |
| Kestra Advisory Services, LLC | 91,398 | $1.84M | 0.01% | +599+0.7% | Added |
| Sanctuary Advisors, LLC | 85,578 | $1.72M | 0.01% | −1,298−1.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 84,503 | $1.70M | 0.06% | +31,046+58.1% | Added |
| Evolve Private Wealth, LLC | 83,818 | $1.69M | 0.10% | +83,818 | New |
| Concurrent Investment Advisors, LLC | 84,238 | $1.69M | 0.02% | +10,709+14.6% | Added |
| Alessandra Capital Management, LLC | 83,734 | $1.68M | 1.50% | +83,734 | New |
| Wolverine Asset Management LLC | 69,875 | $1.40M | 0.02% | +69,875 | New |
| D.A. Davidson & Co. | 68,934 | $1.39M | 0.01% | +3,895+6.0% | Added |
| Invesco Ltd. | 67,054 | $1.35M | 0.00% | +552+0.8% | Added |
| Janney Montgomery Scott LLC | 63,633 | $1.28M | 0.00% | −3,649−5.4% | Reduced |
| Shaker Financial Services, LLC | 54,866 | $1.11M | 0.35% | +54,866 | New |
| Dakota Wealth Management | 49,748 | $999.9K | 0.02% | +49,748 | New |
| PMG Family Office LLC | 47,570 | $956.2K | 1.11% | +50.0% | Added |
| Readystate Asset Management LP | 47,524 | $955.2K | 0.04% | +47,524 | New |
| Financial Management Network Inc | 44,031 | $888.5K | 0.14% | −549−1.2% | Reduced |
| Wedbush Securities Inc | 39,969 | $803.0K | 0.02% | +1,550+4.0% | Added |
| Closed-End Fund Advisors, Inc. | 39,027 | $784.4K | 0.46% | +39,027 | New |
| Advisor Group Holdings, Inc. | 38,511 | $774.2K | 0.00% | +9,264+31.7% | Added |
| Oppenheimer & Co Inc | 35,979 | $723.2K | 0.01% | −3,619−9.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 33,806 | $679.0K | 0.00% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 27,831 | $559.0K | 0.07% | +4,800+20.8% | Added |
| Advisory Advocates, LLC | 26,200 | $526.6K | 0.52% | +26,200 | New |
| Comerica Bank | 24,200 | $486.4K | 0.00% | +600+2.5% | Added |
| Steward Partners Investment Advisory, LLC | 22,250 | $447.2K | 0.00% | +790+3.7% | Added |
| Commonwealth Equity Services, LLC | 20,440 | $410.8K | 0.00% | −3,800−15.7% | Reduced |
| GWM Advisors LLC | 15,563 | $312.8K | 0.00% | −1,590−9.3% | Reduced |
| KW Wealth Management LLC | 14,058 | $282.6K | 0.43% | +14,058 | New |
| Brown Advisory Inc | 13,720 | $275.8K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 13,407 | $269.5K | 0.00% | −45−0.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 13,396 | $269.3K | 0.04% | −2,140−13.8% | Reduced |
| Hicks Capital Management LLC | 12,856 | $258.4K | 0.26% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 12,023 | $241.7K | 0.00% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 11,890 | $238.0K | 0.04% | +346+3.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 11,546 | $232.1K | 0.00% | +30.0% | Added |
| Silver Oak Securities, Inc | 10,060 | $202.3K | 0.01% | −1,825−15.4% | Reduced |
| Prosperity Consulting Group, LLC | 10,000 | $201.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 3,000 | $60.3K | 0.01% | +3,000 | New |
| SOA Wealth Advisors, LLC. | 1,681 | $33.8K | 0.01% | +26+1.6% | Added |
| Whittier Trust Co | 500 | $10.1K | 0.00% | +500 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 450 | $9.04K | 0.00% | +250+125.0% | Added |
| Global Retirement Partners, LLC | 407 | $8.18K | 0.00% | +256+169.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 9 | $181 | 0.00% | +9 | New |
| Virtu Financial LLC | 0 | $0 | 0.00% | −14,802−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −13,728−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −10,418−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Lokken Investment Group LLC | – | – | – | – | Not filed |