Who owns Thornburg Income Builder Opportunities Trust?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of TBLD from SEC Form 13F filings across 56 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 56 institutions disclosed 10.0M shares of Thornburg Income Builder Opportunities Trust worth $219.9M — about 32.1% of shares outstanding; the largest disclosed holder is UBS Group AG. Source: SEC Form 13F filings, parsed by EvidInvest.
56
13F holders
$219.9M
value, 2026 filers
32.1%
of shares outstanding (10.0M sh)
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of TBLD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1.9M | $41.0M | 0.0% | 6% | +0.7% |
| 2 | DKM Wealth Management, Inc. | 957,773 | $21.1M | 13.8% | 3.1% | -0.7% |
| 3 | STIFEL FINANCIAL CORP | 837,046 | $18.5M | 0.0% | 2.7% | +8.2% |
| 4 | MORGAN STANLEY | 771,895 | $17.0M | 0.0% | 2.5% | +6.9% |
| 5 | Atlas Wealth LLCNEW | 710,893 | $15.7M | 2.2% | 2.3% | new |
| 6 | RAYMOND JAMES FINANCIAL INC | 705,598 | $15.6M | 0.0% | 2.3% | +12.6% |
| 7 | Advisors Asset Management, Inc. | 567,963 | $12.5M | 0.2% | 1.8% | -4.1% |
| 8 | Kera Capital Partners, Inc. | 481,195 | $10.6M | 1.0% | 1.5% | +6.1% |
| 9 | ROYAL BANK OF CANADA | 462,544 | $10.2M | 0.0% | 1.5% | +3.3% |
| 10 | WELLS FARGO & COMPANY/MN | 427,434 | $9.4M | 0.0% | 1.4% | -11.7% |
| 11 | LPL Financial LLC | 325,663 | $7.2M | 0.0% | 1% | +7.2% |
| 12 | Rockefeller Capital Management L.P. | 161,091 | $3.6M | 0.0% | 0.5% | +2.6% |
| 13 | Sanctuary Advisors, LLC | 139,471 | $3.1M | 0.0% | 0.4% | +8.6% |
| 14 | Private Advisor Group, LLC | 121,022 | $2.7M | 0.0% | 0.4% | +4.5% |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 120,616 | $2.6M | 0.0% | 0.4% | +64.7% |
| 16 | Hennion & Walsh Asset Management, Inc. | 104,913 | $2.3M | 0.1% | 0.3% | +2.5% |
| 17 | Thomas J. Herzfeld Advisors, Inc. | 80,479 | $1.8M | 0.5% | 0.3% | +15.8% |
| 18 | Alessandra Capital Management, LLC | 79,006 | $1.7M | 1.2% | 0.3% | -4.4% |
| 19 | EVOLVE PRIVATE WEALTH, LLC | 77,958 | $1.7M | 0.1% | 0.3% | -7.0% |
| 20 | Invesco Ltd. | 77,632 | $1.7M | 0.0% | 0.2% | -2.1% |
| 21 | Concurrent Investment Advisors, LLC | 71,540 | $1.6M | 0.0% | 0.2% | -22.3% |
| 22 | Janney Montgomery Scott LLC | 69,629 | $1.5M | 0.0% | 0.2% | +14.1% |
| 23 | D.A. DAVIDSON & CO. | 69,238 | $1.5M | 0.0% | 0.2% | +0.1% |
| 24 | Kestra Advisory Services, LLC | 67,406 | $1.5M | 0.0% | 0.2% | -1.9% |
| 25 | OSAIC HOLDINGS, INC. | 56,219 | $1.2M | 0.0% | 0.2% | +20.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.