Who owns Thornburg Income Builder Opportunities Trust?
Institutional ownership of TBLD from SEC Form 13F filings across 40 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.
40
13F holders
$164.8M
value, 2026 filers
24.6%
of shares outstanding (7.7M sh)
2
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 | RAYMOND JAMES FINANCIAL INC | 705,598 | $15.6M | 0.0% | 2.3% | +12.6% |
| 6 | ROYAL BANK OF CANADA | 462,544 | $10.2M | 0.0% | 1.5% | +3.3% |
| 7 | WELLS FARGO & COMPANY/MN | 427,434 | $9.4M | 0.0% | 1.4% | -11.7% |
| 8 | LPL Financial LLC | 325,663 | $7.2M | 0.0% | 1% | +7.2% |
| 9 | Rockefeller Capital Management L.P. | 161,091 | $3.6M | 0.0% | 0.5% | +2.6% |
| 10 | Sanctuary Advisors, LLC | 139,471 | $3.1M | 0.0% | 0.4% | +8.6% |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 120,616 | $2.6M | 0.0% | 0.4% | +64.7% |
| 12 | Thomas J. Herzfeld Advisors, Inc. | 80,479 | $1.8M | 0.5% | 0.3% | +15.8% |
| 13 | Invesco Ltd. | 77,632 | $1.7M | 0.0% | 0.2% | -2.1% |
| 14 | Cambridge Investment Research Advisors, Inc. | 76,688 | $1,692 | 0.0% | 0.2% | +99.9% |
| 15 | Concurrent Investment Advisors, LLC | 71,540 | $1.6M | 0.0% | 0.2% | -22.3% |
| 16 | Janney Montgomery Scott LLC | 69,629 | $1,537 | 0.0% | 0.2% | +14.1% |
| 17 | D.A. DAVIDSON & CO. | 69,238 | $1.5M | 0.0% | 0.2% | +0.1% |
| 18 | Kestra Advisory Services, LLC | 67,406 | $1.5M | 0.0% | 0.2% | -1.9% |
| 19 | OSAIC HOLDINGS, INC. | 56,219 | $1.2M | 0.0% | 0.2% | +20.7% |
| 20 | FINANCIAL MANAGEMENT NETWORK INC | 48,377 | $1.1M | 0.2% | 0.2% | +9.5% |
| 21 | Dakota Wealth Management | 46,981 | $1.0M | 0.0% | 0.2% | -0.5% |
| 22 | WEDBUSH SECURITIES INC | 42,539 | $939 | 0.0% | 0.1% | +6.1% |
| 23 | Steward Partners Investment Advisory, LLC | 24,919 | $549,962 | 0.0% | 0.1% | -8.2% |
| 24 | OPPENHEIMER & CO INC | 23,215 | $512,355 | 0.0% | 0.1% | -17.6% |
| 25 | FIFTH THIRD BANCORP | 21,300 | $470,091 | 0.0% | 0.1% | 0.0% |
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.