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.
Q4 2025 vs. Q3 2025
How the institutions holding Thornburg Income Builder Opportunities Trust changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Of which not filed for Q4 2025 | Q4 2025 | Change |
|---|---|---|---|---|
| Holders | 49 | 1 | 56 | +8 |
| Shares | 8.71M | 46.5K | 9.16M | +502.7K (+5.8%) |
| Value | $173.2M | $925.1K | $184.7M | +$12.4M (+7.2%) |
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (12)
Institutions that held Thornburg Income Builder Opportunities Trust at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Evolve Private Wealth, LLC | 83,818 | $1.69M | 0.10% |
| Alessandra Capital Management, LLC | 83,734 | $1.68M | 1.50% |
| Wolverine Asset Management LLC | 69,875 | $1.40M | 0.02% |
| Shaker Financial Services, LLC | 54,866 | $1.11M | 0.35% |
| Dakota Wealth Management | 49,748 | $999.9K | 0.02% |
| Readystate Asset Management LP | 47,524 | $955.2K | 0.04% |
| Closed-End Fund Advisors, Inc. | 39,027 | $784.4K | 0.46% |
| Advisory Advocates, LLC | 26,200 | $526.6K | 0.52% |
| KW Wealth Management LLC | 14,058 | $282.6K | 0.43% |
| Webster Bank, N. A. | 3,000 | $60.3K | 0.01% |
| Whittier Trust Co | 500 | $10.1K | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 9 | $181 | 0.00% |
Sold out (4)
Institutions that held Thornburg Income Builder Opportunities Trust at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Virtu Financial LLC | 14,802 | $294.0K |
| Calamos Advisors LLC | 13,728 | $273.1K |
| Envestnet Asset Management Inc | 10,418 | $207.2K |
| Newbridge Financial Services Group, Inc. | 1,000 | $19.9K |
Not filed for Q4 2025 yet (1)
Institutions that held Thornburg Income Builder Opportunities Trust at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Lokken Investment Group LLC | 46,509 | $925.1K |