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Equibles

TBLD

Thornburg Income Builder Opportunities Trust

Company with tickers: TBLD

CIK
1820378
CUSIP
885213108
Shares Outstanding
32,081,883
13F Activity (30d)
36 filings 33 filers

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.

Holders: 54
Total Value: $190,430,407
Total Shares: 9,005,932

Institutional Ownership Trend

19 quarters

Holder Concentration

Across 54 13F filers · Δ vs Dec 31, 2025
Top Holder
20.5%
Jun 2023 → Mar 2026 · range 18.6% – 27.0%
+1.0 pts
Top 5
54.7%
Jun 2023 → Mar 2026 · range 52.8% – 64.6%
+2.0 pts
Top 10
80.1%
Jun 2023 → Mar 2026 · range 75.0% – 84.0%
+3.5 pts
HHI
871
Jun 2023 → Mar 2026 · range 807 – 1,163
Broadly held +63

Quarterly Activity

vs Dec 31, 2025
New
6
Increased
23
Decreased
18
Sold Out
8
Unchanged
7
Holder count: -2
Institutional value: +3.4%
Shares held: -1.7%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega MORGAN STANLEY +135,372 722,199
Mega WELLS FARGO & COMPANY/MN +73,401 483,809
Mega UBS Group AG +56,687 1,843,177
Large STIFEL FINANCIAL CORP +52,002 773,380
Mega LPL Financial LLC +42,989 303,728

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Small Thomas J. Herzfeld Advisors, Inc. −162,255 69,502
Mid Advisors Asset Management, Inc. −82,853 592,552
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC −81,559 73,216
Mega RAYMOND JAMES FINANCIAL INC −70,547 626,909
Mega ROYAL BANK OF CANADA −43,324 447,955

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Large FIFTH THIRD BANCORP 21,300 $450,388
Large DAVENPORT & Co LLC 18,250 $385,896
Large Cetera Investment Advisers 10,169 $215,023
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,678 $56,626
Micro Clark Wealth Partners 660 $13,955

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mid READYSTATE ASSET MANAGEMENT LP 47,524 $955,232
Large COMERICA BANK 24,200 $486,420
Large COMMONWEALTH EQUITY SERVICES, LLC 20,440 $410,844
Micro KW WEALTH MANAGEMENT LLC 14,058 $282,565
Mega BANK OF AMERICA CORP /DE/ 13,407 $269,480
Filter: New 6 Increased 23 Reduced 18 Sold out 8 Unchanged 7
Showing 54 of 54
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega UBS Group AG $38,973,977 20.47% 1,843,177
Micro DKM Wealth Management, Inc. $20,395,896 10.71% 964,573
Large STIFEL FINANCIAL CORP $16,353,120 8.59% 773,380
Mega MORGAN STANLEY $15,270,897 8.02% 722,199
Mega RAYMOND JAMES FINANCIAL INC $13,255,990 6.96% 626,909
Mid Advisors Asset Management, Inc. $12,529,512 6.58% 592,552
Mega WELLS FARGO & COMPANY/MN $10,230,140 5.37% 483,809
Small Kera Capital Partners, Inc. $9,585,916 5.03% 453,342
Mega ROYAL BANK OF CANADA Bank $9,472,008 4.97% 447,955
Mega LPL Financial LLC $6,422,328 3.37% 303,728
Large Rockefeller Capital Management L.P. $3,320,779 1.74% 157,048
Mid Sanctuary Advisors, LLC $2,716,625 1.43% 128,476
Mid Private Advisor Group, LLC $2,448,041 1.29% 115,774
Mid Hennion & Walsh Asset Management, Inc. $2,164,190 1.14% 102,350
Mid Concurrent Investment Advisors, LLC $1,946,312 1.02% 92,046
Mid EVOLVE PRIVATE WEALTH, LLC $1,773,008 0.93% 83,850
Small Alessandra Capital Management, LLC $1,747,549 0.92% 82,646
Mega Invesco Ltd. $1,676,544 0.88% 79,288
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,548,152 0.81% 73,216
Small Thomas J. Herzfeld Advisors, Inc. $1,469,619 0.77% 69,502
Mid D.A. DAVIDSON & CO. $1,462,705 0.77% 69,175
Large Kestra Advisory Services, LLC $1,453,253 0.76% 68,728
Large Janney Montgomery Scott LLC $1,289,993 0.68% 61,007
Micro PMG Family Office LLC Family Office $1,008,193 0.53% 47,680
Mid Dakota Wealth Management $998,593 0.52% 47,226
Large OSAIC HOLDINGS, INC. $984,849 0.52% 46,576
Small FINANCIAL MANAGEMENT NETWORK INC $933,995 0.49% 44,171
Mid WEDBUSH SECURITIES INC Broker-Dealer $847,639 0.45% 40,087
Large Cambridge Investment Research Advisors, Inc. $811,101 0.43% 38,359
Micro Closed-End Fund Advisors, Inc. $758,323 0.40% 35,863
Micro Advisory Advocates, LLC $626,314 0.33% 29,620
Mid WOLVERINE ASSET MANAGEMENT LLC $606,079 0.32% 28,663
Mid OPPENHEIMER & CO INC $595,548 0.31% 28,165
Small HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC $592,715 0.31% 28,031
Large Steward Partners Investment Advisory, LLC $574,171 0.30% 27,154
Large FIFTH THIRD BANCORP Bank $450,388 0.24% 21,300
Large DAVENPORT & Co LLC $385,896 0.20% 18,250
Mid NewEdge Advisors, LLC $322,736 0.17% 15,263
Large &PARTNERS $304,826 0.16% 14,416
Large BROWN ADVISORY INC $290,108 0.15% 13,720
Micro HICKS CAPITAL MANAGEMENT LLC $271,840 0.14% 12,856
Large BROWN BROTHERS HARRIMAN & CO $254,226 0.13% 12,023
Small LaSalle St. Investment Advisors, LLC $251,414 0.13% 11,890
Small Shaker Financial Services, LLC $245,768 0.13% 11,623
Large Cetera Investment Advisers $215,023 0.11% 10,169
Small Prosperity Consulting Group, LLC $211,450 0.11% 10,000
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $194,618 0.10% 9,204
Small WEBSTER BANK, N. A. $63,435 0.03% 3,000
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $56,626 0.03% 2,678
Small SOA Wealth Advisors, LLC. $36,052 0.02% 1,705
Micro Clark Wealth Partners $13,955 0.01% 660
Mid WHITTIER TRUST CO Bank $10,572 0.01% 500
Small THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. $4,229 0.00% 200
Small HIGHLINE WEALTH PARTNERS LLC $3,171 0.00% 150

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