TBLD · Thornburg Income Builder Opportunities Trust
$21.78
+0.13 (+0.60%)
At close · Jul 28
Market Cap
$694.57M
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.
The Jun 30, 2026 filing window is
still open — showing the latest known positions. Funds that have not filed yet
carry their prior-quarter positions; a fund that filed without this stock counts
as sold out.
Holders: 53
Total Value: $191,798,691
Total Shares: 9,040,675
Institutional Ownership Trend
20 quarters
Holder Concentration
Across 54 13F filersTop Holder
20.5%
of institutional value
Top 5
54.7%
of institutional value
Top 10
80.1%
of institutional value
HHI
871
Broadly held
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mega UBS Group AG | $38,973,977 | 20.32% | 1,843,177 | Shares | Defined | 2026-05-05 | ||||
| Micro DKM Wealth Management, Inc. | $20,395,896 | 10.63% | 964,573 | Shares | Sole | 2026-04-10 | ||||
| Large STIFEL FINANCIAL CORP | $16,353,120 | 8.53% | 773,380 | Shares | Defined | 2026-05-12 | ||||
| Mega MORGAN STANLEY | $15,270,897 | 7.96% | 722,199 | Shares | Defined | 2026-05-15 | ||||
| Mega RAYMOND JAMES FINANCIAL INC | $13,255,990 | 6.91% | 626,909 | Shares | Defined | 2026-05-14 | ||||
| Mid Advisors Asset Management, Inc. | $12,529,512 | 6.53% | 592,552 | Shares | Sole | 2026-05-15 | ||||
| Mega WELLS FARGO & COMPANY/MN | $10,230,140 | 5.33% | 483,809 | Shares | Defined | 2026-05-11 | ||||
| Small Kera Capital Partners, Inc. | $9,585,916 | 5.00% | 453,342 | Shares | Sole | 2026-05-06 | ||||
| Mega ROYAL BANK OF CANADA Bank | $9,472,008 | 4.94% | 447,955 | Shares | Defined | 2026-05-15 | ||||
| Mega LPL Financial LLC | $6,422,328 | 3.35% | 303,728 | Shares | Sole | 2026-05-06 | ||||
| Large Rockefeller Capital Management L.P. | $3,320,779 | 1.73% | 157,048 | Shares | Defined | 2026-05-14 | ||||
| Mid Sanctuary Advisors, LLC | $2,716,625 | 1.42% | 128,476 | Shares | Sole | 2026-05-05 | ||||
| Mid Private Advisor Group, LLC | $2,670,955 | 1.39% | 121,022 | Shares | Sole | 2026-07-27 | ||||
| Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2,661,995 | 1.39% | 120,616 | Shares | Sole | 2026-07-15 | ||||
| Mid Hennion & Walsh Asset Management, Inc. | $2,315,429 | 1.21% | 104,913 | Shares | Sole | 2026-07-08 | ||||
| Mid EVOLVE PRIVATE WEALTH, LLC | $1,773,008 | 0.92% | 83,850 | Shares | Sole | 2026-04-16 | ||||
| Small Alessandra Capital Management, LLC | $1,747,549 | 0.91% | 82,646 | Shares | Sole | 2026-04-30 | ||||
| Mega Invesco Ltd. | $1,676,544 | 0.87% | 79,288 | Shares | Defined | 2026-05-12 | ||||
| Mid Concurrent Investment Advisors, LLC | $1,578,887 | 0.82% | 71,540 | Shares | Sole | 2026-07-27 | ||||
| Mid D.A. DAVIDSON & CO. | $1,528,082 | 0.80% | 69,238 | Shares | Sole | 2026-07-24 | ||||
| Small Thomas J. Herzfeld Advisors, Inc. | $1,469,619 | 0.77% | 69,502 | Shares | Sole | 2026-05-12 | ||||
| Large Kestra Advisory Services, LLC | $1,453,253 | 0.76% | 68,728 | Shares | Sole | 2026-04-30 | ||||
| Large Janney Montgomery Scott LLC | $1,289,993 | 0.67% | 61,007 | Shares | Sole | 2026-04-22 | ||||
| Micro PMG Family Office LLC Family Office | $1,061,456 | 0.55% | 48,095 | Shares | Sole | 2026-07-16 | ||||
| Mid Dakota Wealth Management | $998,593 | 0.52% | 47,226 | Shares | Sole | 2026-05-07 | ||||
| Large OSAIC HOLDINGS, INC. | $984,849 | 0.51% | 46,576 | Shares | Defined | 2026-05-15 | ||||
| Small FINANCIAL MANAGEMENT NETWORK INC | $933,995 | 0.49% | 44,171 | Shares | Sole | 2026-04-17 | ||||
| Mid WEDBUSH SECURITIES INC Broker-Dealer | $847,639 | 0.44% | 40,087 | Shares | Sole | 2026-04-21 | ||||
| Large Cambridge Investment Research Advisors, Inc. | $846,252 | 0.44% | 38,344 | Shares | Sole | 2026-07-27 | ||||
| Micro Closed-End Fund Advisors, Inc. | $757,817 | 0.40% | 34,337 | Shares | Sole | 2026-07-27 | ||||
| Micro Advisory Advocates, LLC | $626,314 | 0.33% | 29,620 | Shares | Sole | 2026-05-05 | ||||
| Mid WOLVERINE ASSET MANAGEMENT LLC | $606,079 | 0.32% | 28,663 | Shares | Defined | 2026-05-04 | ||||
| Mid OPPENHEIMER & CO INC | $595,548 | 0.31% | 28,165 | Shares | Sole | 2026-04-24 | ||||
| Small HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $585,958 | 0.31% | 26,550 | Shares | Sole | 2026-07-23 | ||||
| Large Steward Partners Investment Advisory, LLC | $574,171 | 0.30% | 27,154 | Shares | Sole | 2026-05-08 | ||||
| Large FIFTH THIRD BANCORP Bank | $450,388 | 0.23% | 21,300 | Shares | Defined | 2026-05-01 | ||||
| Large DAVENPORT & Co LLC | $433,344 | 0.23% | 19,635 | Shares | Sole | 2026-07-13 | ||||
| Large NewEdge Advisors, LLC | $322,736 | 0.17% | 15,263 | Shares | Sole | 2026-05-18 | ||||
| Large &PARTNERS | $304,826 | 0.16% | 14,416 | Shares | Sole | 2026-05-15 | ||||
| Large BROWN ADVISORY INC | $290,108 | 0.15% | 13,720 | Shares | Defined | 2026-05-15 | ||||
| Micro HICKS CAPITAL MANAGEMENT LLC | $283,731 | 0.15% | 12,856 | Shares | Sole | 2026-07-23 | ||||
| Small Allegheny Financial Group | $276,890 | 0.14% | 12,546 | Shares | Sole | 2026-07-22 | ||||
| Large BROWN BROTHERS HARRIMAN & CO | $254,226 | 0.13% | 12,023 | Shares | Sole | 2026-05-14 | ||||
| Small LaSalle St. Investment Advisors, LLC | $251,414 | 0.13% | 11,890 | Shares | Sole | 2026-05-08 | ||||
| Large Cetera Investment Advisers | $215,023 | 0.11% | 10,169 | Shares | Sole | 2026-05-13 | ||||
| Small Prosperity Consulting Group, LLC | $211,450 | 0.11% | 10,000 | Shares | Sole | 2026-05-05 | ||||
| Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $194,618 | 0.10% | 9,204 | Shares | Sole | 2026-05-11 | ||||
| Small WEBSTER BANK, N. A. | $66,210 | 0.03% | 3,000 | Shares | Sole | 2026-07-20 | ||||
| Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $56,626 | 0.03% | 2,678 | Shares | Defined | 2026-05-07 | ||||
| Small SOA Wealth Advisors, LLC. | $38,159 | 0.02% | 1,729 | Shares | Sole | 2026-07-21 | ||||
| Micro Clark Wealth Partners | $13,955 | 0.01% | 660 | Shares | Sole | 2026-05-12 | ||||
| Small THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $13,242 | 0.01% | 600 | Shares | Sole | 2026-07-08 | ||||
| Mid WHITTIER TRUST CO Bank | $10,572 | 0.01% | 500 | Shares | Sole | 2026-04-28 | ||||
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