TBLD · Thornburg Income Builder Opportunities Trust · Shareholders & Ownership
Market Cap
$651.26M
Shares
32.08M
Volume · Oct 26
22.1K
Avg daily vol (3M)
59.94K
Every disclosed holder of TBLD in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns TBLD
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 10,188,138 | — |
| Insiders (Forms 3, 4, 5) | 5,345 | — |
| 13D/G-only blocks | 0 | — |
| Registered funds (N-PORT, not summed) | 0 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of TBLD
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
|
1,856,110 | ||
| 2 |
DKM Wealth Management, Inc.
13F
CIK 2055833 · Registered investment adviser · Sep 30, 2026
|
973,499 | ||
| 3 |
STIFEL FINANCIAL CORP
13F
CIK 720672 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
837,046 | ||
| 4 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
771,895 | ||
| 5 |
Atlas Wealth LLC
13F
CIK 1964106 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
710,893 | ||
| 6 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
705,598 | ||
| 7 |
Advisors Asset Management, Inc.
13F
CIK 1297376 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
567,963 | ||
| 8 |
Kera Capital Partners, Inc.
13F
CIK 2040353 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
481,195 | ||
| 9 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
462,544 | ||
| 10 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
427,434 | ||
| 11 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
325,663 | ||
| 12 |
Shaker Financial Services, LLC
13F
CIK 1511794 · Registered investment adviser · Sep 30, 2026
|
213,332 | ||
| 13 |
Rockefeller Capital Management L.P.
13F
CIK 1739439 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
161,091 | ||
| 14 |
Sanctuary Advisors, LLC
13F
CIK 1777271 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
139,471 | ||
| 15 |
Private Advisor Group, LLC
13F
CIK 1567755 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
121,022 | ||
| 16 |
Hennion & Walsh Asset Management, Inc.
13F
CIK 1861642 · Investment adviser · Sep 30, 2026
|
104,695 | ||
| 17 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
13F
CIK 1632972 · Unknown · Sep 30, 2026
|
100,916 | ||
| 18 |
Thomas J. Herzfeld Advisors, Inc.
13F
CIK 1509510 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
80,479 | ||
| 19 |
Alessandra Capital Management, LLC
13F
CIK 2132506 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
79,006 | ||
| 20 |
EVOLVE PRIVATE WEALTH, LLC
13F
CIK 2111131 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
77,958 | ||
| 21 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
77,632 | ||
| 22 |
Janney Montgomery Scott LLC
13F
CIK 1329948 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
69,629 | ||
| 23 |
D.A. DAVIDSON & CO.
13F
CIK 1080107 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
69,238 | ||
| 24 |
Kestra Advisory Services, LLC
13F
CIK 1830819 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
67,406 | ||
| 25 |
Concurrent Investment Advisors, LLC
13F
CIK 2001015 · Registered investment adviser · Sep 30, 2026
|
60,637 | ||
| 26 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
56,219 | ||
| 27 |
FINANCIAL MANAGEMENT NETWORK INC
13F
CIK 1844831 · Registered investment adviser · Sep 30, 2026
|
48,612 | ||
| 28 |
PMG Family Office LLC
13F
CIK 2102299 · Registered investment adviser · Sep 30, 2026
|
48,593 | ||
| 29 |
Dakota Wealth Management
13F
CIK 1631353 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
46,981 | ||
| 30 |
WEDBUSH SECURITIES INC
13F
CIK 1142495 · Registered investment adviser · Sep 30, 2026
|
44,534 | ||
| 31 |
Cambridge Investment Research Advisors, Inc.
13F
CIK 1419186 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
38,344 | ||
| 32 |
Advisory Advocates, LLC
13F
CIK 2111697 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
34,470 | ||
| 33 |
Closed-End Fund Advisors, Inc.
13F
CIK 2103520 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
34,337 | ||
| 34 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
13F
CIK 1380137 · Unknown · Sep 30, 2026
|
28,600 | ||
| 35 |
Steward Partners Investment Advisory, LLC
13F
CIK 1723397 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
24,919 | ||
| 36 |
DAVENPORT & Co LLC
13F
CIK 887777 · Registered investment adviser · Sep 30, 2026
|
23,956 | ||
| 37 |
OPPENHEIMER & CO INC
13F
CIK 822581 · Unknown · Sep 30, 2026
|
23,215 | ||
| 38 |
FIFTH THIRD BANCORP
13F
CIK 35527 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
21,300 | ||
| 39 |
NewEdge Advisors, LLC
13F
CIK 1633516 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
16,513 | ||
| 40 |
HB Wealth Management, LLC
13F
CIK 1911253 · Registered investment adviser · Sep 30, 2026
|
16,366 | ||
| 41 |
BROWN ADVISORY INC
13F
CIK 1345929 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
13,720 | ||
| 42 |
HICKS CAPITAL MANAGEMENT LLC
13F
CIK 2062978 · Registered investment adviser · Sep 30, 2026
|
12,856 | ||
| 43 |
Allegheny Financial Group
13F
CIK 1844148 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,546 | ||
| 44 |
|
12,520 | ||
| 45 |
LaSalle St. Investment Advisors, LLC
13F
CIK 1966193 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,205 | ||
| 46 |
BROWN BROTHERS HARRIMAN & CO
13F
CIK 14661 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,023 | ||
| 47 |
Beacon Pointe Advisors, LLC
13F
CIK 1744317 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
11,500 | ||
| 48 |
Cetera Investment Advisers
13F
CIK 1666741 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
11,045 | ||
| 49 |
Prosperity Consulting Group, LLC
13F
CIK 1910398 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,000 | ||
| 50 |
TRUIST FINANCIAL CORP
13F
CIK 92230 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
9,501 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 59 holders
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Key facts
CIK
1820378
CUSIP
885213108
13F (30d)
15 filings
15 filers
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