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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 9 | $181 | 0.00% | +9 | New |
| Global Retirement Partners, LLC | 407 | $8.18K | 0.00% | +256+169.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 450 | $9.04K | 0.00% | +250+125.0% | Added |
| Whittier Trust Co | 500 | $10.1K | 0.00% | +500 | New |
| SOA Wealth Advisors, LLC. | 1,681 | $33.8K | 0.01% | +26+1.6% | Added |
| Webster Bank, N. A. | 3,000 | $60.3K | 0.01% | +3,000 | New |
| Prosperity Consulting Group, LLC | 10,000 | $201.0K | 0.01% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 10,060 | $202.3K | 0.01% | −1,825−15.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 11,546 | $232.1K | 0.00% | +30.0% | Added |
| LaSalle St. Investment Advisors, LLC | 11,890 | $238.0K | 0.04% | +346+3.0% | Added |
| Brown Brothers Harriman & Co | 12,023 | $241.7K | 0.00% | 00.0% | Unchanged |
| Hicks Capital Management LLC | 12,856 | $258.4K | 0.26% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 13,396 | $269.3K | 0.04% | −2,140−13.8% | Reduced |
| Bank of America Corp | 13,407 | $269.5K | 0.00% | −45−0.3% | Reduced |
| Brown Advisory Inc | 13,720 | $275.8K | 0.00% | 00.0% | Unchanged |
| KW Wealth Management LLC | 14,058 | $282.6K | 0.43% | +14,058 | New |
| GWM Advisors LLC | 15,563 | $312.8K | 0.00% | −1,590−9.3% | Reduced |
| Commonwealth Equity Services, LLC | 20,440 | $410.8K | 0.00% | −3,800−15.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 22,250 | $447.2K | 0.00% | +790+3.7% | Added |
| Comerica Bank | 24,200 | $486.4K | 0.00% | +600+2.5% | Added |
| Advisory Advocates, LLC | 26,200 | $526.6K | 0.52% | +26,200 | New |
| Hunter Associates Investment Management LLC | 27,831 | $559.0K | 0.07% | +4,800+20.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 33,806 | $679.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 35,979 | $723.2K | 0.01% | −3,619−9.1% | Reduced |
| Advisor Group Holdings, Inc. | 38,511 | $774.2K | 0.00% | +9,264+31.7% | Added |
| Closed-End Fund Advisors, Inc. | 39,027 | $784.4K | 0.46% | +39,027 | New |
| Wedbush Securities Inc | 39,969 | $803.0K | 0.02% | +1,550+4.0% | Added |
| Financial Management Network Inc | 44,031 | $888.5K | 0.14% | −549−1.2% | Reduced |
| Readystate Asset Management LP | 47,524 | $955.2K | 0.04% | +47,524 | New |
| PMG Family Office LLC | 47,570 | $956.2K | 1.11% | +50.0% | Added |
| Dakota Wealth Management | 49,748 | $999.9K | 0.02% | +49,748 | New |
| Shaker Financial Services, LLC | 54,866 | $1.11M | 0.35% | +54,866 | New |
| Janney Montgomery Scott LLC | 63,633 | $1.28M | 0.00% | −3,649−5.4% | Reduced |
| Invesco Ltd. | 67,054 | $1.35M | 0.00% | +552+0.8% | Added |
| D.A. Davidson & Co. | 68,934 | $1.39M | 0.01% | +3,895+6.0% | Added |
| Wolverine Asset Management LLC | 69,875 | $1.40M | 0.02% | +69,875 | New |
| Alessandra Capital Management, LLC | 83,734 | $1.68M | 1.50% | +83,734 | New |
| Concurrent Investment Advisors, LLC | 84,238 | $1.69M | 0.02% | +10,709+14.6% | Added |
| Evolve Private Wealth, LLC | 83,818 | $1.69M | 0.10% | +83,818 | New |
| Hennion & Walsh Asset Management, Inc. | 84,503 | $1.70M | 0.06% | +31,046+58.1% | Added |
| Sanctuary Advisors, LLC | 85,578 | $1.72M | 0.01% | −1,298−1.5% | Reduced |
| Kestra Advisory Services, LLC | 91,398 | $1.84M | 0.01% | +599+0.7% | Added |
| Private Advisor Group, LLC | 121,836 | $2.45M | 0.01% | +766+0.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 154,775 | $3.13M | 0.00% | +34,372+28.5% | Added |
| Rockefeller Capital Management L.P. | 157,334 | $3.16M | 0.01% | +15,912+11.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 231,757 | $4.66M | 1.58% | +3,799+1.7% | Added |
| LPL Financial LLC | 260,739 | $5.24M | 0.00% | +42,434+19.4% | Added |
| Wells Fargo & Company | 410,408 | $8.25M | 0.00% | +28,014+7.3% | Added |
| Kera Capital Partners, Inc. | 434,901 | $9.22M | 1.14% | +33,282+8.3% | Added |
| Royal Bank of Canada | 491,279 | $9.88M | 0.00% | +45,271+10.2% | Added |
| Morgan Stanley | 586,827 | $11.8M | 0.00% | +92,478+18.7% | Added |
| Advisors Asset Management, Inc. | 675,405 | $13.6M | 0.23% | +68,635+11.3% | Added |
| Raymond James Financial Inc | 697,456 | $14.0M | 0.00% | −133,551−16.1% | Reduced |
| Stifel Financial Corp | 721,378 | $14.5M | 0.01% | +16,682+2.4% | Added |
| DKM Wealth Management, Inc. | 952,992 | $19.2M | 14.29% | +11,919+1.3% | Added |
| UBS Group AG | 1,786,490 | $35.9M | 0.01% | −235,912−11.7% | Reduced |
| 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 |