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, Q1 2026
Institutional positions in Thornburg Income Builder Opportunities Trust as of Mar 31, 2026. 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
- 54
- 0 vs. Q4 2025
- Shares held
- 9.01M
- −132.3K (−1.4%) vs. Q4 2025
- Total value
- $190.4M
- +$6.24M (+3.4%) vs. Q4 2025
- New holders
- 6
- 23 more added
- Sold out
- 6
- 18 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Thornburg Income Builder Opportunities Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 1,843,177 | $39.0M | 0.01% | +56,687+3.2% | Added |
| DKM Wealth Management, Inc. | 964,573 | $20.4M | 14.71% | +11,581+1.2% | Added |
| Stifel Financial Corp | 773,380 | $16.4M | 0.02% | +52,002+7.2% | Added |
| Morgan Stanley | 722,199 | $15.3M | 0.00% | +135,372+23.1% | Added |
| Raymond James Financial Inc | 626,909 | $13.3M | 0.00% | −70,547−10.1% | Reduced |
| Advisors Asset Management, Inc. | 592,552 | $12.5M | 0.21% | −82,853−12.3% | Reduced |
| Wells Fargo & Company | 483,809 | $10.2M | 0.00% | +73,401+17.9% | Added |
| Kera Capital Partners, Inc. | 453,342 | $9.59M | 1.18% | +18,441+4.2% | Added |
| Royal Bank of Canada | 447,955 | $9.47M | 0.00% | −43,324−8.8% | Reduced |
| LPL Financial LLC | 303,728 | $6.42M | 0.00% | +42,989+16.5% | Added |
| Rockefeller Capital Management L.P. | 157,048 | $3.32M | 0.01% | −286−0.2% | Reduced |
| Sanctuary Advisors, LLC | 128,476 | $2.72M | 0.01% | +42,898+50.1% | Added |
| Private Advisor Group, LLC | 115,774 | $2.45M | 0.01% | −6,062−5.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 102,350 | $2.16M | 0.07% | +17,847+21.1% | Added |
| Concurrent Investment Advisors, LLC | 92,046 | $1.95M | 0.02% | +7,808+9.3% | Added |
| Evolve Private Wealth, LLC | 83,850 | $1.77M | 0.09% | +320.0% | Added |
| Alessandra Capital Management, LLC | 82,646 | $1.75M | 1.49% | −1,088−1.3% | Reduced |
| Invesco Ltd. | 79,288 | $1.68M | 0.00% | +12,234+18.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 73,216 | $1.56M | 0.00% | −81,559−52.7% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 69,502 | $1.47M | 0.50% | −162,255−70.0% | Reduced |
| D.A. Davidson & Co. | 69,175 | $1.46M | 0.01% | +241+0.3% | Added |
| Kestra Advisory Services, LLC | 68,728 | $1.45M | 0.01% | −22,670−24.8% | Reduced |
| Janney Montgomery Scott LLC | 61,007 | $1.29M | 0.00% | −2,626−4.1% | Reduced |
| PMG Family Office LLC | 47,680 | $1.01M | 1.13% | +110+0.2% | Added |
| Dakota Wealth Management | 47,226 | $998.6K | 0.02% | −2,522−5.1% | Reduced |
| Advisor Group Holdings, Inc. | 46,576 | $985.4K | 0.00% | +8,065+20.9% | Added |
| Financial Management Network Inc | 44,171 | $965.6K | 0.15% | +140+0.3% | Added |
| Wedbush Securities Inc | 40,087 | $848.0K | 0.02% | +118+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 38,359 | $811.0K | 0.00% | +4,553+13.5% | Added |
| Closed-End Fund Advisors, Inc. | 35,863 | $758.3K | 0.77% | −3,164−8.1% | Reduced |
| Advisory Advocates, LLC | 29,620 | $626.3K | 0.64% | +3,420+13.1% | Added |
| Wolverine Asset Management LLC | 28,663 | $606.1K | 0.01% | −41,212−59.0% | Reduced |
| Oppenheimer & Co Inc | 28,165 | $595.6K | 0.01% | −7,814−21.7% | Reduced |
| Hunter Associates Investment Management LLC | 28,031 | $591.0K | 0.08% | +200+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 27,154 | $574.2K | 0.00% | +4,904+22.0% | Added |
| Fifth Third Bancorp | 21,300 | $450.4K | 0.00% | +21,300 | New |
| Davenport & Co LLC | 18,250 | $385.9K | 0.00% | +18,250 | New |
| GWM Advisors LLC | 15,263 | $322.7K | 0.00% | −300−1.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 14,416 | $304.8K | 0.00% | +2,870+24.9% | Added |
| Brown Advisory Inc | 13,720 | $289.4K | 0.00% | 00.0% | Unchanged |
| Hicks Capital Management LLC | 12,856 | $271.8K | 0.27% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 12,023 | $253.6K | 0.00% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 11,890 | $251.4K | 0.04% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 11,623 | $245.8K | 0.09% | −43,243−78.8% | Reduced |
| Cetera Investment Advisers | 10,169 | $215.0K | 0.00% | +10,169 | New |
| Prosperity Consulting Group, LLC | 10,000 | $211.5K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 9,204 | $194.6K | 0.03% | −4,192−31.3% | Reduced |
| Webster Bank, N. A. | 3,000 | $63.4K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,678 | $56.6K | 0.00% | +2,678 | New |
| SOA Wealth Advisors, LLC. | 1,705 | $36.1K | 0.01% | +24+1.4% | Added |
| Clark Wealth Partners | 660 | $14.0K | 0.01% | +660 | New |
| Whittier Trust Co | 500 | $10.7K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $4.23K | 0.00% | −250−55.6% | Reduced |
| Highline Wealth Partners LLC | 150 | $3.17K | 0.00% | +150 | New |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −47,524−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −20,440−100.0% | Sold out |
| KW Wealth Management LLC | 0 | $0 | 0.00% | −14,058−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −13,407−100.0% | Sold out |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −10,060−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |