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TBLD · Thornburg Income Builder Opportunities Trust · Holdings

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$21.38 -0.05 (-0.23%) At close · Sep 11
Rebalance outlook locked
Market Cap
$692.49M
Shares
32.08M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 56
Total Value: $219,915,076
Total Shares: 9,964,436

Institutional Ownership Trend

20 quarters

Holder Concentration

Across 56 13F filers · Δ vs Mar 31, 2026
Top Holder
18.6%
Sep 2023 → Jun 2026 · range 18.6% – 27.0%
−1.9 pts
Top 5
51.5%
Sep 2023 → Jun 2026 · range 51.5% – 64.6%
−3.3 pts
Top 10
78.1%
Sep 2023 → Jun 2026 · range 75.0% – 84.0%
−2.1 pts
HHI
793
Sep 2023 → Jun 2026 · range 793 – 1,163
Broadly held−81

Quarterly Activity

vs Mar 31, 2026
New
5
Increased
26
Decreased
16
Sold Out
3
Unchanged
9
Holder count: +2
Institutional value: +15.7%
Shares held: +10.6%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
RAYMOND JAMES FINANCIAL INC +78,689 705,598
STIFEL FINANCIAL CORP +63,666 837,046
MORGAN STANLEY +49,696 771,895
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC +47,400 120,616
Kera Capital Partners, Inc. +27,853 481,195

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
WELLS FARGO & COMPANY/MN −56,375 427,434
Advisors Asset Management, Inc. −24,589 567,963
Concurrent Investment Advisors, LLC −20,506 71,540
DKM Wealth Management, Inc. −6,800 957,773
EVOLVE PRIVATE WEALTH, LLC −5,892 77,958

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Atlas Wealth LLC 710,893 $15,689,408
Allegheny Financial Group 12,546 $276,890
Beacon Pointe Advisors, LLC 11,500 $253,805
TRUIST FINANCIAL CORP 9,501 $209,687
US BANCORP \DE\ 4,996 $110,261

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
WOLVERINE ASSET MANAGEMENT LLC 28,663 $606,079
Shaker Financial Services, LLC 11,623 $245,768
HIGHLINE WEALTH PARTNERS LLC 150 $3,171
Filter: New 5 Increased 26 Reduced 16 Sold out 3 Unchanged 9
Showing 56 of 56
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
UBS Group AG $40,964,347 18.63% 1,856,110
DKM Wealth Management, Inc. $21,138,050 9.61% 957,773
STIFEL FINANCIAL CORP $18,473,605 8.40% 837,046
MORGAN STANLEY $17,035,722 7.75% 771,895
Atlas Wealth LLC $15,689,408 7.13% 710,893
RAYMOND JAMES FINANCIAL INC $15,572,546 7.08% 705,598
Advisors Asset Management, Inc. $12,534,943 5.70% 567,963
Kera Capital Partners, Inc. $10,619,973 4.83% 481,195
ROYAL BANK OF CANADA $10,208,345 4.64% 462,544
WELLS FARGO & COMPANY/MN $9,433,466 4.29% 427,434
LPL Financial LLC $7,187,382 3.27% 325,663
Rockefeller Capital Management L.P. $3,555,278 1.62% 161,091
Sanctuary Advisors, LLC $3,078,124 1.40% 139,471
Private Advisor Group, LLC $2,670,955 1.21% 121,022
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $2,661,995 1.21% 120,616
Hennion & Walsh Asset Management, Inc. $2,315,429 1.05% 104,913
Thomas J. Herzfeld Advisors, Inc. $1,776,171 0.81% 80,479
Alessandra Capital Management, LLC $1,743,662 0.79% 79,006
EVOLVE PRIVATE WEALTH, LLC $1,720,533 0.78% 77,958
Invesco Ltd. $1,713,338 0.78% 77,632
Concurrent Investment Advisors, LLC $1,578,887 0.72% 71,540
Janney Montgomery Scott LLC $1,536,712 0.70% 69,629
D.A. DAVIDSON & CO. $1,528,082 0.69% 69,238
Kestra Advisory Services, LLC $1,487,650 0.68% 67,406
OSAIC HOLDINGS, INC. $1,240,753 0.56% 56,219
FINANCIAL MANAGEMENT NETWORK INC $1,067,680 0.49% 48,377
PMG Family Office LLC $1,061,456 0.48% 48,095
Dakota Wealth Management $1,036,870 0.47% 46,981
WEDBUSH SECURITIES INC $938,835 0.43% 42,539
Cambridge Investment Research Advisors, Inc. $846,252 0.38% 38,344
Advisory Advocates, LLC $760,752 0.35% 34,470
Closed-End Fund Advisors, Inc. $757,817 0.34% 34,337
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC $585,958 0.27% 26,550
Steward Partners Investment Advisory, LLC $549,962 0.25% 24,919
OPPENHEIMER & CO INC $512,355 0.23% 23,215
FIFTH THIRD BANCORP $470,091 0.21% 21,300
DAVENPORT & Co LLC $433,344 0.20% 19,635
NewEdge Advisors, LLC $364,441 0.17% 16,513
BROWN ADVISORY INC $302,800 0.14% 13,720
HICKS CAPITAL MANAGEMENT LLC $283,731 0.13% 12,856
Allegheny Financial Group $276,890 0.13% 12,546
&PARTNERS $276,316 0.13% 12,520
LaSalle St. Investment Advisors, LLC $269,364 0.12% 12,205
BROWN BROTHERS HARRIMAN & CO $265,347 0.12% 12,023
Beacon Pointe Advisors, LLC $253,805 0.12% 11,500
Cetera Investment Advisers $243,763 0.11% 11,045
Prosperity Consulting Group, LLC $220,700 0.10% 10,000
TRUIST FINANCIAL CORP $209,687 0.10% 9,501
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $148,928 0.07% 6,748
US BANCORP \DE\ $110,261 0.05% 4,996
WEBSTER BANK, N. A. $66,210 0.03% 3,000
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $59,103 0.03% 2,678
SOA Wealth Advisors, LLC. $38,159 0.02% 1,729
Clark Wealth Partners $14,566 0.01% 660
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. $13,242 0.01% 600
WHITTIER TRUST CO $11,035 0.01% 500
Key facts CIK 1820378 CUSIP 885213108 13F (30d) 16 filings 16 filers Visit website Investor relations