Thornburg Income Builder Opportunities Trust - TBLD

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$182.5M
QoQ value delta ($000)
+$19.27M (+11.81%)
Implied price effect (QoQ)
+1.41%
Shares
Total shares
9,052,926
QoQ shares delta
+841,755 (+10.25%)
Total shares held by funds (by quarter)

Market chart (TBLD)

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Top holders (Q4 2025)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
UBS Group AG 35,908 1,786,490 0.01%
DKM Wealth Management, Inc. 19,155 952,992 14.29%
STIFEL FINANCIAL CORP 14,499 721,378 0.01%
RAYMOND JAMES FINANCIAL INC 14,018 697,456 0.0%
Advisors Asset Management, Inc. 13,575 675,405 0.23%
MORGAN STANLEY 11,795 586,827 0.0%
ROYAL BANK OF CANADA 9,875 491,279 0.0%
Kera Capital Partners, Inc. 9,215 434,901 1.14%
WELLS FARGO & COMPANY/MN 8,249 410,408 0.0%
LPL Financial LLC 5,240 260,739 0.0%
Thomas J. Herzfeld Advisors, Inc. 4,658 231,757 1.58%
Rockefeller Capital Management L.P. 3,162 157,334 0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,131 154,775 0.0%
Private Advisor Group, LLC 2,448 121,836 0.01%
Kestra Advisory Services, LLC 1,837 91,398 0.01%
Sanctuary Advisors, LLC 1,720 85,578 0.01%
Hennion & Walsh Asset Management, Inc. 1,698 84,503 0.06%
EVOLVE PRIVATE WEALTH, LLC 1,693 83,818 0.1%
Concurrent Investment Advisors, LLC 1,693 84,238 0.02%
WOLVERINE ASSET MANAGEMENT LLC 1,404 69,875 0.01%
D.A. DAVIDSON & CO. 1,385 68,934 0.01%
Invesco Ltd. 1,347 67,054 0.0%
Janney Montgomery Scott LLC 1,279 63,633 0.0%
Shaker Financial Services, LLC 1,108 54,866 0.35%
Dakota Wealth Management 999 49,748 0.02%