Thornburg Income Builder Opportunities Trust - TBLD
Detailed investor-level table based on 13F positions.
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 | Added to | 1,843,177 | 38,973 | 0.01% | 0.01% | 1 | +56,687 | 3.17% | Q1 2026 | May 05, 2026 |
| DKM Wealth Management, Inc. | History | Added to | 964,573 | 20,395 | 14.7% | 14.29% | 2 | +11,581 | 1.22% | Q1 2026 | Apr 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 773,380 | 16,353 | 0.02% | 0.01% | 3 | +52,002 | 7.21% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Added to | 722,199 | 15,270 | 0.0% | 0.0% | 4 | +135,372 | 23.07% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 626,909 | 13,256 | 0.0% | 0.0% | 5 | -70,547 | -10.11% | Q1 2026 | May 14, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 592,552 | 12,496 | 0.21% | 0.23% | 6 | -82,853 | -12.27% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 483,809 | 10,230 | 0.0% | 0.0% | 7 | +73,401 | 17.88% | Q1 2026 | May 11, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 453,342 | 9,585 | 1.18% | 1.14% | 8 | +18,441 | 4.24% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 447,955 | 9,472 | 0.0% | 0.0% | 9 | -43,324 | -8.82% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 303,728 | 6,422 | 0.0% | 0.0% | 10 | +42,989 | 16.49% | Q1 2026 | May 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 157,048 | 3,320 | 0.01% | 0.01% | 11 | -286 | -0.18% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 128,476 | 2,716 | 0.01% | 0.01% | 12 | +42,898 | 50.13% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 115,774 | 2,448 | 0.01% | 0.01% | 13 | -6,062 | -4.98% | Q1 2026 | Apr 24, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 102,350 | 2,158 | 0.07% | 0.06% | 14 | +17,847 | 21.12% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 92,046 | 1,946 | 0.02% | 0.02% | 15 | +7,808 | 9.27% | Q1 2026 | Apr 20, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 83,850 | 1,773 | 0.09% | 0.1% | 16 | +32 | 0.04% | Q1 2026 | Apr 16, 2026 |
| Alessandra Capital Management, LLC | History | Reduced | 82,646 | 1,747 | 1.49% | 1.5% | 17 | -1,088 | -1.3% | Q1 2026 | Apr 30, 2026 |
| Invesco Ltd. | History | Added to | 79,288 | 1,676 | 0.0% | 0.0% | 18 | +12,234 | 18.24% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 73,216 | 1,555 | 0.0% | 0.0% | 19 | -81,559 | -52.7% | Q1 2026 | Apr 08, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Reduced | 69,502 | 1,469 | 0.5% | 1.58% | 20 | -162,255 | -70.01% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 69,175 | 1,462 | 0.01% | 0.01% | 21 | +241 | 0.35% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 68,728 | 1,453 | 0.01% | 0.01% | 22 | -22,670 | -24.8% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 61,007 | 1,290 | 0.0% | 0.0% | 23 | -2,626 | -4.13% | Q1 2026 | Apr 22, 2026 |
| PMG Family Office LLC | History | Added to | 47,680 | 1,008 | 1.13% | 1.1% | 24 | +110 | 0.23% | Q1 2026 | Apr 17, 2026 |
| Dakota Wealth Management | History | Reduced | 47,226 | 998 | 0.02% | 0.02% | 25 | -2,522 | -5.07% | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 46,576 | 985 | 0.0% | 0.0% | 26 | +8,065 | 20.94% | Q1 2026 | May 15, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 44,171 | 965 | 0.15% | 0.14% | 27 | +140 | 0.32% | Q1 2026 | Apr 16, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 40,087 | 848 | 0.02% | 0.02% | 28 | +118 | 0.3% | Q1 2026 | Apr 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 38,359 | 811 | 0.0% | 0.0% | 29 | +4,553 | 13.47% | Q1 2026 | Apr 30, 2026 |
| Closed-End Fund Advisors, Inc. | History | Reduced | 35,863 | 758 | 0.77% | 0.46% | 30 | -3,164 | -8.11% | Q1 2026 | May 11, 2026 |
| Advisory Advocates, LLC | History | Added to | 29,620 | 626 | 0.64% | 0.52% | 31 | +3,420 | 13.05% | Q1 2026 | May 05, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 28,663 | 606 | 0.01% | 0.01% | 32 | -41,212 | -58.98% | Q1 2026 | May 04, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 28,165 | 595 | 0.01% | 0.01% | 33 | -7,814 | -21.72% | Q1 2026 | Apr 23, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 28,031 | 591 | 0.08% | 0.07% | 34 | +200 | 0.72% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 27,154 | 574 | 0.0% | 0.0% | 35 | +4,904 | 22.04% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 24,200 | 486 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 21,300 | 450 | 0.0% | — | 37 | +21,300 | New | Q1 2026 | May 01, 2026 |
| DAVENPORT & Co LLC | History | New | 18,250 | 385 | 0.0% | — | 38 | +18,250 | New | Q1 2026 | Apr 15, 2026 |
| &PARTNERS | History | Added to | 14,416 | 304 | 0.0% | 0.0% | 39 | +2,870 | 24.86% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | No change | 13,720 | 289 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 14,058 | 282 | 0.43% | 0.43% | 41 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | No change | 12,856 | 271 | 0.27% | 0.26% | 42 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 12,023 | 253 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 11,890 | 251 | 0.04% | 0.04% | 44 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 11,623 | 245 | 0.09% | 0.35% | 45 | -43,243 | -78.82% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | New | 10,169 | 215 | 0.0% | — | 46 | +10,169 | New | Q1 2026 | May 13, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 10,000 | 211 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 9,204 | 194 | 0.03% | 0.04% | 48 | -4,192 | -31.29% | Q1 2026 | May 11, 2026 |
| WEBSTER BANK, N. A. | History | No change | 3,000 | 63 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 2,678 | 56 | 0.0% | — | 50 | +2,678 | New | Q1 2026 | May 07, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 1,681 | 33 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 15,263 | 15 | 0.0% | 0.0% | 52 | -300 | -1.93% | Q1 2026 | May 15, 2026 |
| Clark Wealth Partners | History | New | 660 | 13 | 0.01% | — | 53 | +660 | New | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO | History | No change | 500 | 10 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 407 | 8 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 200 | 4 | 0.0% | 0.0% | 56 | -250 | -55.56% | Q1 2026 | Apr 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 150 | 3 | 0.0% | — | 57 | +150 | New | Q1 2026 | Apr 06, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.04% | — | -47,524 | -100.0% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,440 | -100.0% | Q1 2026 | Apr 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -13,407 | -100.0% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.01% | — | -10,060 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | May 11, 2026 |