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 |
|---|---|---|---|---|---|
| Highline Wealth Partners LLC | 150 | $3.17K | 0.00% | +150 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $4.23K | 0.00% | −250−55.6% | Reduced |
| Whittier Trust Co | 500 | $10.7K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 660 | $14.0K | 0.01% | +660 | New |
| SOA Wealth Advisors, LLC. | 1,705 | $36.1K | 0.01% | +24+1.4% | Added |
| Northwestern Mutual Wealth Management Co | 2,678 | $56.6K | 0.00% | +2,678 | New |
| Webster Bank, N. A. | 3,000 | $63.4K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 9,204 | $194.6K | 0.03% | −4,192−31.3% | Reduced |
| Prosperity Consulting Group, LLC | 10,000 | $211.5K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,169 | $215.0K | 0.00% | +10,169 | New |
| Shaker Financial Services, LLC | 11,623 | $245.8K | 0.09% | −43,243−78.8% | Reduced |
| LaSalle St. Investment Advisors, LLC | 11,890 | $251.4K | 0.04% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 12,023 | $253.6K | 0.00% | 00.0% | Unchanged |
| Hicks Capital Management LLC | 12,856 | $271.8K | 0.27% | 00.0% | Unchanged |
| Brown Advisory Inc | 13,720 | $289.4K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 14,416 | $304.8K | 0.00% | +2,870+24.9% | Added |
| GWM Advisors LLC | 15,263 | $322.7K | 0.00% | −300−1.9% | Reduced |
| Davenport & Co LLC | 18,250 | $385.9K | 0.00% | +18,250 | New |
| Fifth Third Bancorp | 21,300 | $450.4K | 0.00% | +21,300 | New |
| Steward Partners Investment Advisory, LLC | 27,154 | $574.2K | 0.00% | +4,904+22.0% | Added |
| Hunter Associates Investment Management LLC | 28,031 | $591.0K | 0.08% | +200+0.7% | Added |
| Oppenheimer & Co Inc | 28,165 | $595.6K | 0.01% | −7,814−21.7% | Reduced |
| Wolverine Asset Management LLC | 28,663 | $606.1K | 0.01% | −41,212−59.0% | Reduced |
| Advisory Advocates, LLC | 29,620 | $626.3K | 0.64% | +3,420+13.1% | Added |
| Closed-End Fund Advisors, Inc. | 35,863 | $758.3K | 0.77% | −3,164−8.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 38,359 | $811.0K | 0.00% | +4,553+13.5% | Added |
| Wedbush Securities Inc | 40,087 | $848.0K | 0.02% | +118+0.3% | Added |
| Financial Management Network Inc | 44,171 | $965.6K | 0.15% | +140+0.3% | Added |
| Advisor Group Holdings, Inc. | 46,576 | $985.4K | 0.00% | +8,065+20.9% | Added |
| Dakota Wealth Management | 47,226 | $998.6K | 0.02% | −2,522−5.1% | Reduced |
| PMG Family Office LLC | 47,680 | $1.01M | 1.13% | +110+0.2% | Added |
| Janney Montgomery Scott LLC | 61,007 | $1.29M | 0.00% | −2,626−4.1% | Reduced |
| Kestra Advisory Services, LLC | 68,728 | $1.45M | 0.01% | −22,670−24.8% | Reduced |
| D.A. Davidson & Co. | 69,175 | $1.46M | 0.01% | +241+0.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 69,502 | $1.47M | 0.50% | −162,255−70.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 73,216 | $1.56M | 0.00% | −81,559−52.7% | Reduced |
| Invesco Ltd. | 79,288 | $1.68M | 0.00% | +12,234+18.2% | Added |
| Alessandra Capital Management, LLC | 82,646 | $1.75M | 1.49% | −1,088−1.3% | Reduced |
| Evolve Private Wealth, LLC | 83,850 | $1.77M | 0.09% | +320.0% | Added |
| Concurrent Investment Advisors, LLC | 92,046 | $1.95M | 0.02% | +7,808+9.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 102,350 | $2.16M | 0.07% | +17,847+21.1% | Added |
| Private Advisor Group, LLC | 115,774 | $2.45M | 0.01% | −6,062−5.0% | Reduced |
| Sanctuary Advisors, LLC | 128,476 | $2.72M | 0.01% | +42,898+50.1% | Added |
| Rockefeller Capital Management L.P. | 157,048 | $3.32M | 0.01% | −286−0.2% | Reduced |
| LPL Financial LLC | 303,728 | $6.42M | 0.00% | +42,989+16.5% | Added |
| Royal Bank of Canada | 447,955 | $9.47M | 0.00% | −43,324−8.8% | Reduced |
| Kera Capital Partners, Inc. | 453,342 | $9.59M | 1.18% | +18,441+4.2% | Added |
| Wells Fargo & Company | 483,809 | $10.2M | 0.00% | +73,401+17.9% | Added |
| Advisors Asset Management, Inc. | 592,552 | $12.5M | 0.21% | −82,853−12.3% | Reduced |
| Raymond James Financial Inc | 626,909 | $13.3M | 0.00% | −70,547−10.1% | Reduced |
| Morgan Stanley | 722,199 | $15.3M | 0.00% | +135,372+23.1% | Added |
| Stifel Financial Corp | 773,380 | $16.4M | 0.02% | +52,002+7.2% | Added |
| DKM Wealth Management, Inc. | 964,573 | $20.4M | 14.71% | +11,581+1.2% | Added |
| UBS Group AG | 1,843,177 | $39.0M | 0.01% | +56,687+3.2% | Added |
| 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 |