LPL Financial LLC
Position in TBLD — Thornburg Income Builder Opportunities Trust
CIK 1403438
FORT MILL, SC
Position in TBLD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,187,382
+$765,054 QoQ
Shares Held
325,663
+7.2% QoQ
Ownership
1.02%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 56 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TBLD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $3,342,804,719 across 412 Asset Management names. TBLD ranks #111 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
213,723 | $205,507,487 | |
| 2 | BX |
Blackstone Inc.
|
1,695,516 | $199,511,367 | |
| 3 | PFG |
Principal Financial Group Inc
|
1,134,085 | $122,231,681 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,545,160 | $92,604,172 | |
| 5 | ARCC |
Ares Capital Corp
|
4,029,149 | $74,660,130 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
5,496,468 | $71,509,048 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
2,315,840 | $69,868,892 | |
| 8 | KKR |
KKR & Co. Inc.
|
679,426 | $62,357,718 |
All Filings in TBLD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,187,382 | 325,663 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,422,328 | 303,728 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,240,853 | 260,739 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,342,086 | 218,305 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,510,665 | 178,933 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,142,531 | 175,169 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,540,103 | 156,026 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,446,984 | 81,200 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,222,847 | 75,812 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,148,328 | 71,016 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $748,341 | 48,249 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $712,757 | 48,819 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $728,664 | 47,844 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $703,464 | 45,065 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $357,000 | 25,000 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||