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, Q2 2026
Institutional positions in Thornburg Income Builder Opportunities Trust as of Jun 30, 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
- 56
- +2 vs. Q1 2026
- Shares held
- 9.96M
- +958.5K (+10.6%) vs. Q1 2026
- Total value
- $219.9M
- +$29.5M (+15.5%) vs. Q1 2026
- New holders
- 5
- 26 more added
- Sold out
- 3
- 16 more reduced
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Thornburg Income Builder Opportunities Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whittier Trust Co | 500 | $11.1K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 600 | $13.2K | 0.00% | +400+200.0% | Added |
| Clark Wealth Partners | 660 | $14.6K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,729 | $38.2K | 0.01% | +24+1.4% | Added |
| Northwestern Mutual Wealth Management Co | 2,678 | $59.1K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 3,000 | $66.2K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 4,996 | $110.3K | 0.00% | +4,996 | New |
| Blue Bell Private Wealth Management, LLC | 6,748 | $148.9K | 0.02% | −2,456−26.7% | Reduced |
| Truist Financial Corp | 9,501 | $209.7K | 0.00% | +9,501 | New |
| Prosperity Consulting Group, LLC | 10,000 | $220.7K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 11,045 | $243.8K | 0.00% | +876+8.6% | Added |
| Beacon Pointe Advisors, LLC | 11,500 | $253.8K | 0.00% | +11,500 | New |
| Brown Brothers Harriman & Co | 12,023 | $265.3K | 0.00% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 12,205 | $269.4K | 0.03% | +315+2.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 12,520 | $276.3K | 0.00% | −1,896−13.2% | Reduced |
| Allegheny Financial Group LTD | 12,546 | $276.9K | 0.03% | +12,546 | New |
| Hicks Capital Management LLC | 12,856 | $283.7K | 0.23% | 00.0% | Unchanged |
| Brown Advisory Inc | 13,720 | $302.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 16,513 | $364.4K | 0.00% | +1,250+8.2% | Added |
| Davenport & Co LLC | 19,635 | $433.3K | 0.00% | +1,385+7.6% | Added |
| Fifth Third Bancorp | 21,300 | $470.1K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 23,215 | $512.4K | 0.01% | −4,950−17.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 24,919 | $550.0K | 0.00% | −2,235−8.2% | Reduced |
| Hunter Associates Investment Management LLC | 26,550 | $584.0K | 0.07% | −1,481−5.3% | Reduced |
| Closed-End Fund Advisors, Inc. | 34,337 | $757.8K | 0.74% | −1,526−4.3% | Reduced |
| Advisory Advocates, LLC | 34,470 | $760.8K | 0.65% | +4,850+16.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 38,344 | $846.0K | 0.00% | −150.0% | Reduced |
| Wedbush Securities Inc | 42,539 | $939.0K | 0.02% | +2,452+6.1% | Added |
| Dakota Wealth Management | 46,981 | $1.04M | 0.02% | −245−0.5% | Reduced |
| PMG Family Office LLC | 48,095 | $1.06M | 0.98% | +415+0.9% | Added |
| Financial Management Network Inc | 48,377 | $1.07M | 0.15% | +4,206+9.5% | Added |
| Advisor Group Holdings, Inc. | 56,219 | $1.24M | 0.00% | +9,643+20.7% | Added |
| Kestra Advisory Services, LLC | 67,406 | $1.49M | 0.00% | −1,322−1.9% | Reduced |
| D.A. Davidson & Co. | 69,238 | $1.53M | 0.01% | +63+0.1% | Added |
| Janney Montgomery Scott LLC | 69,629 | $1.54M | 0.00% | +8,622+14.1% | Added |
| Concurrent Investment Advisors, LLC | 71,540 | $1.58M | 0.01% | −20,506−22.3% | Reduced |
| Invesco Ltd. | 77,632 | $1.71M | 0.00% | −1,656−2.1% | Reduced |
| Evolve Private Wealth, LLC | 77,958 | $1.72M | 0.11% | −5,892−7.0% | Reduced |
| Alessandra Capital Management, LLC | 79,006 | $1.74M | 1.23% | −3,640−4.4% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 80,479 | $1.78M | 0.55% | +10,977+15.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 104,913 | $2.32M | 0.07% | +2,563+2.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 120,616 | $2.64M | 0.00% | +47,400+64.7% | Added |
| Private Advisor Group, LLC | 121,022 | $2.67M | 0.01% | +5,248+4.5% | Added |
| Sanctuary Advisors, LLC | 139,471 | $3.08M | 0.01% | +10,995+8.6% | Added |
| Rockefeller Capital Management L.P. | 161,091 | $3.56M | 0.01% | +4,043+2.6% | Added |
| LPL Financial LLC | 325,663 | $7.19M | 0.00% | +21,935+7.2% | Added |
| Wells Fargo & Company | 427,434 | $9.43M | 0.00% | −56,375−11.7% | Reduced |
| Royal Bank of Canada | 462,544 | $10.2M | 0.00% | +14,589+3.3% | Added |
| Kera Capital Partners, Inc. | 481,195 | $10.6M | 1.02% | +27,853+6.1% | Added |
| Advisors Asset Management, Inc. | 567,963 | $12.5M | 0.19% | −24,589−4.1% | Reduced |
| Raymond James Financial Inc | 705,598 | $15.6M | 0.00% | +78,689+12.6% | Added |
| Atlas Wealth LLC | 710,893 | $15.7M | 2.24% | +710,893 | New |
| Morgan Stanley | 771,895 | $17.0M | 0.00% | +49,696+6.9% | Added |
| Stifel Financial Corp | 837,046 | $18.5M | 0.02% | +63,666+8.2% | Added |
| DKM Wealth Management, Inc. | 957,773 | $21.1M | 13.82% | −6,800−0.7% | Reduced |
| UBS Group AG | 1,856,110 | $41.0M | 0.01% | +12,933+0.7% | Added |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −28,663−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −11,623−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |