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Equibles

Rockefeller Capital Management L.P.

Position in TBLD — Thornburg Income Builder Opportunities Trust

CIK 1739439 NEW YORK, NY
Back to TBLD Full portfolio

Position in TBLD

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$3,555,278
+$234,499 QoQ
Shares Held
161,091
+2.6% QoQ
Ownership
0.502%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#12
of 56 holders
Holding Since
Dec 2021
19 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 Jun 30, 2026

Rockefeller Capital Management L.P. holds $1,201,278,278 across 321 Asset Management names. TBLD ranks #48 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 235,607 $226,550,264
2 BX
Blackstone Inc.
 1,124,085 $132,271,080
3 HASI
HA Sustainable Infrastructure Capital, Inc.
 1,688,146 $65,922,098
4 APO
Apollo Global Management, Inc.
 448,214 $53,028,196
5 KKR
KKR & Co. Inc.
 544,246 $49,950,894
6 ARCC
Ares Capital Corp
 2,692,567 $49,893,265
7 AMP
Ameriprise Financial Inc
 100,020 $45,885,173
8 GBDC
GOLUB CAPITAL BDC, Inc.
 2,799,784 $36,061,217

All Filings in TBLD

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,555,278 161,091
2026-03-31 $3,320,779 157,048
2025-12-31 $3,162,413 157,334
2025-09-30 $2,812,883 141,422
2025-06-30 $2,781,076 141,747
2025-03-31 $2,322,602 129,465
2024-12-31 $2,036,074 125,066
2024-09-30 $1,911,783 107,283
2024-06-30 $973,042 60,325
2024-03-31 $1,045,794 64,675
2023-12-31 $974,415 62,825
2023-09-30 $465,740 31,900
2023-06-30 $426,440 28,000
2023-03-31 $437,080 28,000
2022-12-31 $399,840 28,000
2022-09-30 $12,740 1,000
2022-06-30 $14,510 1,000
2022-03-31 $17,090 1,000
2021-12-31 $18,660 1,000