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Equibles

BROWN ADVISORY INC

Position in TBLD — Thornburg Income Builder Opportunities Trust

CIK 1345929 BALTIMORE, MD
Back to TBLD Full portfolio

Position in TBLD

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$302,800
+$12,692 QoQ
Shares Held
13,720
0.0% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#39
of 56 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority Sole 94% Shared 0% None 6%

Common Shares in TBLD Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

BROWN ADVISORY INC holds $1,099,187,596 across 54 Asset Management names. TBLD ranks #40 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KKR
KKR & Co. Inc.
 5,046,956 $463,209,620
2 ARES
Ares Management Corp
 1,625,481 $180,932,289
3 BX
Blackstone Inc.
 1,144,014 $134,616,126
4 TROW
Price T Rowe Group Inc
 530,003 $60,256,040
5 AMP
Ameriprise Financial Inc
 121,393 $55,690,251
6 APO
Apollo Global Management, Inc.
 389,463 $46,077,366
7 KYN
Kayne Anderson Energy Infrastructure Fund, Inc.
 2,700,420 $37,346,808
8 BLK
BlackRock, Inc.
 20,480 $19,692,747

All Filings in TBLD

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $302,800 13,720
2026-03-31 $290,108 13,720
2025-12-31 $275,772 13,720
2025-09-30 $272,890 13,720
2025-06-30 $269,186 13,720
2025-03-31 $246,136 13,720
2024-12-31 $223,361 13,720
2024-09-30 $262,310 14,720
2024-06-30 $237,433 14,720
2024-03-31 $244,490 15,120
2023-12-31 $234,511 15,120
2023-09-30 $220,752 15,120
2023-06-30 $230,277 15,120
2023-03-31 $234,462 15,020