Thornburg Income Builder Opportunities Trust - TBLD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | History | Reduced | 1,786,490 | 35,908 | 0.01% | 0.01% | 1 | -235,912 | -11.66% | Q4 2025 | Jan 29, 2026 |
| DKM Wealth Management, Inc. | History | Added to | 952,992 | 19,155 | 14.29% | 15.02% | 2 | +11,919 | 1.27% | Q4 2025 | Jan 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 721,378 | 14,499 | 0.01% | 0.01% | 3 | +16,682 | 2.37% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 697,456 | 14,018 | 0.0% | 0.01% | 4 | -133,551 | -16.07% | Q4 2025 | Feb 18, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 675,405 | 13,575 | 0.23% | 0.2% | 5 | +68,635 | 11.31% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 586,827 | 11,795 | 0.0% | 0.0% | 6 | +92,478 | 18.71% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 491,279 | 9,875 | 0.0% | — | 7 | +491,279 | New | Q4 2025 | Feb 17, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 434,901 | 9,215 | 1.14% | 1.2% | 8 | +33,282 | 8.29% | Q4 2025 | Feb 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 410,408 | 8,249 | 0.0% | 0.0% | 9 | +28,014 | 7.33% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 260,739 | 5,240 | 0.0% | 0.0% | 10 | +42,434 | 19.44% | Q4 2025 | Feb 11, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Added to | 231,757 | 4,658 | 1.58% | 1.55% | 11 | +3,799 | 1.67% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 157,334 | 3,162 | 0.01% | 0.01% | 12 | +15,912 | 11.25% | Q4 2025 | Mar 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 154,775 | 3,131 | 0.0% | 0.0% | 13 | +34,372 | 28.55% | Q4 2025 | Jan 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 121,836 | 2,448 | 0.01% | 0.01% | 14 | +766 | 0.63% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 91,398 | 1,837 | 0.01% | 0.01% | 15 | +599 | 0.66% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 85,578 | 1,720 | 0.01% | 0.01% | 16 | +1,695 | 2.02% | Q4 2025 | Jan 29, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 84,503 | 1,698 | 0.06% | 0.04% | 17 | +31,046 | 58.08% | Q4 2025 | Jan 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 83,818 | 1,693 | 0.1% | — | 19 | +83,818 | New | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 84,238 | 1,693 | 0.02% | 0.03% | 18 | +10,709 | 14.56% | Q4 2025 | Jan 29, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 69,875 | 1,404 | 0.01% | — | 20 | +69,875 | New | Q4 2025 | Feb 02, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 68,934 | 1,385 | 0.01% | 0.01% | 21 | +3,895 | 5.99% | Q4 2025 | Jan 29, 2026 |
| Invesco Ltd. | History | Added to | 67,054 | 1,347 | 0.0% | 0.0% | 22 | +552 | 0.83% | Q4 2025 | Feb 19, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 63,633 | 1,279 | 0.0% | 0.0% | 23 | -3,649 | -5.42% | Q4 2025 | Feb 11, 2026 |
| Shaker Financial Services, LLC | History | New | 54,866 | 1,108 | 0.35% | — | 24 | +54,866 | New | Q4 2025 | Jan 26, 2026 |
| Dakota Wealth Management | History | New | 49,748 | 999 | 0.02% | — | 25 | +49,748 | New | Q4 2025 | Jan 13, 2026 |
| PMG Family Office LLC | History | Added to | 47,570 | 956 | 1.1% | 1.06% | 26 | +5 | 0.01% | Q4 2025 | Jan 28, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 47,524 | 955 | 0.04% | — | 27 | +47,524 | New | Q4 2025 | Feb 17, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 44,031 | 888 | 0.14% | 0.15% | 28 | -549 | -1.23% | Q4 2025 | Jan 08, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 39,969 | 803 | 0.02% | 0.02% | 29 | +1,550 | 4.03% | Q4 2025 | Feb 12, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 39,027 | 784 | 0.46% | — | 30 | +39,027 | New | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 38,511 | 774 | 0.0% | 0.0% | 31 | +9,264 | 31.68% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 35,979 | 723 | 0.01% | 0.01% | 32 | -3,619 | -9.14% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 33,806 | 679 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 27,831 | 559 | 0.07% | 0.06% | 34 | +4,800 | 20.84% | Q4 2025 | Jan 21, 2026 |
| COMERICA BANK | History | Added to | 24,200 | 486 | 0.0% | 0.0% | 35 | +600 | 2.54% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 22,250 | 447 | 0.0% | 0.0% | 36 | +790 | 3.68% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 20,440 | 410 | 0.0% | 0.0% | 37 | -3,800 | -15.68% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 15,563 | 312 | 0.0% | 0.0% | 38 | -1,590 | -9.27% | Q4 2025 | Feb 18, 2026 |
| KW WEALTH MANAGEMENT LLC | History | New | 14,058 | 282 | 0.43% | — | 39 | +14,058 | New | Q4 2025 | Feb 25, 2026 |
| BROWN ADVISORY INC | History | No change | 13,720 | 275 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 13,396 | 269 | 0.04% | 0.05% | 42 | -2,140 | -13.77% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 13,407 | 269 | 0.0% | 0.0% | 41 | -45 | -0.33% | Q4 2025 | Feb 17, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | No change | 12,856 | 258 | 0.26% | 0.42% | 43 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 12,023 | 241 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 11,890 | 238 | 0.04% | 0.04% | 45 | +346 | 3.0% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 11,546 | 232 | 0.0% | 0.0% | 46 | +3 | 0.03% | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 10,060 | 202 | 0.01% | 0.02% | 47 | -1,825 | -15.36% | Q4 2025 | Jan 15, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 10,000 | 201 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEBSTER BANK, N. A. | History | New | 3,000 | 60 | 0.01% | — | 49 | +3,000 | New | Q4 2025 | Jan 23, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 1,681 | 33 | 0.01% | 0.01% | 50 | +26 | 1.57% | Q4 2025 | Jan 20, 2026 |
| WHITTIER TRUST CO | History | New | 500 | 10 | 0.0% | — | 51 | +500 | New | Q4 2025 | Jan 26, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 450 | 9 | 0.0% | 0.01% | 52 | +250 | 125.0% | Q4 2025 | Jan 20, 2026 |
| Global Retirement Partners, LLC | History | Added to | 407 | 8 | 0.0% | 0.0% | 53 | +256 | 169.54% | Q4 2025 | Feb 06, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,802 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,728 | -100.0% | Q3 2025 | Oct 20, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,418 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 13, 2026 |