Thornburg Income Builder Opportunities Trust - TBLD

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$190.4M
QoQ value delta ($000)
+$5.742M (+3.11%)
Implied price effect (QoQ)
+4.91%
Shares
Total shares
9,005,932
QoQ shares delta
-156,928 (-1.71%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q1 2026)

Top 25 only Full list
Early Q2 2026 data: only 56 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
UBS Group AG 38,973 1,843,177 0.01%
DKM Wealth Management, Inc. 20,395 964,573 14.7%
STIFEL FINANCIAL CORP 16,353 773,380 0.02%
MORGAN STANLEY 15,270 722,199 0.0%
RAYMOND JAMES FINANCIAL INC 13,256 626,909 0.0%
Advisors Asset Management, Inc. 12,496 592,552 0.21%
WELLS FARGO & COMPANY/MN 10,230 483,809 0.0%
Kera Capital Partners, Inc. 9,585 453,342 1.18%
ROYAL BANK OF CANADA 9,472 447,955 0.0%
LPL Financial LLC 6,422 303,728 0.0%
Rockefeller Capital Management L.P. 3,320 157,048 0.01%
Sanctuary Advisors, LLC 2,716 128,476 0.01%
Private Advisor Group, LLC 2,448 115,774 0.01%
Hennion & Walsh Asset Management, Inc. 2,158 102,350 0.07%
Concurrent Investment Advisors, LLC 1,946 92,046 0.02%
EVOLVE PRIVATE WEALTH, LLC 1,773 83,850 0.09%
Alessandra Capital Management, LLC 1,747 82,646 1.49%
Invesco Ltd. 1,676 79,288 0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,555 73,216 0.0%
Thomas J. Herzfeld Advisors, Inc. 1,469 69,502 0.5%
D.A. DAVIDSON & CO. 1,462 69,175 0.01%
Kestra Advisory Services, LLC 1,453 68,728 0.01%
Janney Montgomery Scott LLC 1,290 61,007 0.0%
PMG Family Office LLC 1,008 47,680 1.13%
Dakota Wealth Management 998 47,226 0.02%