Janney Montgomery Scott LLC
Position in TBLD — Thornburg Income Builder Opportunities Trust
CIK 1329948
PHILADELPHIA, PA
Position in TBLD
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,289,993
+$10,970 QoQ
Shares Held
61,007
-4.1% QoQ
Ownership
0.190%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TBLD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Janney Montgomery Scott LLC holds $665,466,002 across 222 Asset Management names. TBLD ranks #69 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
105,806 | $101,754,688 | |
| 2 | BX |
Blackstone Inc.
|
760,325 | $87,429,771 | |
| 3 | APO |
Apollo Global Management, Inc.
|
231,810 | $25,828,270 | |
| 4 | KKR |
KKR & Co. Inc.
|
259,197 | $23,975,722 | |
| 5 | OBDC |
Blue Owl Capital Corp
|
2,011,090 | $22,242,655 | |
| 6 | ARCC |
Ares Capital Corp
|
1,200,431 | $21,631,766 | |
| 7 | AMP |
Ameriprise Financial Inc
|
46,208 | $20,534,835 | |
| 8 | FHI |
Federated Hermes, Inc.
|
337,326 | $19,129,757 |
All Filings in TBLD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,289,993 | 61,007 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,279,023 | 63,633 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,338,238 | 67,282 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,338,496 | 68,221 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,152,304 | 64,231 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $986,291 | 60,583 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,087,037 | 61,001 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $953,928 | 59,140 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $975,002 | 60,297 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $819,610 | 52,844 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $756,382 | 51,807 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $787,025 | 51,676 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $726,551 | 46,544 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $609,313 | 42,669 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $780,923 | 61,297 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $896,964 | 61,817 | Shares | Sole | 2022-08-03 | |
| 2021-12-31 | $261,128 | 13,994 | Shares | Sole | 2022-01-27 | |
| No filing history on record for this holder in this stock. | ||||||