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.
Q2 2026 vs. Q1 2026
How the institutions holding Thornburg Income Builder Opportunities Trust changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Q2 2026 | Change |
|---|---|---|---|
| Holders | 54 | 56 | +2 |
| Shares | 9.01M | 9.96M | +958.5K (+10.6%) |
| Value | $190.4M | $219.9M | +$29.5M (+15.5%) |
New holders (5)
Institutions that held Thornburg Income Builder Opportunities Trust at the end of Q2 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Atlas Wealth LLC | 710,893 | $15.7M | 2.24% |
| Allegheny Financial Group LTD | 12,546 | $276.9K | 0.03% |
| Beacon Pointe Advisors, LLC | 11,500 | $253.8K | 0.00% |
| Truist Financial Corp | 9,501 | $209.7K | 0.00% |
| US Bancorp | 4,996 | $110.3K | 0.00% |
Sold out (3)
Institutions that held Thornburg Income Builder Opportunities Trust at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Wolverine Asset Management LLC | 28,663 | $606.1K |
| Shaker Financial Services, LLC | 11,623 | $245.8K |
| Highline Wealth Partners LLC | 150 | $3.17K |