Thornburg Income Builder Opportunities Trust - TBLD

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$190.9M

QoQ value delta ($000)

+$6.211M (+3.36%)

Implied price effect (QoQ)

+4.71%

Total shares

9,044,597

QoQ shares delta

-118,263 (-1.29%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 54 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

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%