Thornburg Income Builder OppTBLD
13F holders, Q2 2026 (June 30)56holders +2
5new positions
3sold out
$22.07avg. 13F price*
At the end of Q2 2026, 56 institutions reported holding Thornburg Income Builder Opp (TBLD) in their 13F filings, up 2 from Q1 2026. 5 opened new positions and 3 sold out. The largest holders were UBS Group AG ($41.0M), DKM Wealth Management, Inc. ($21.1M) and Stifel Financial Corp. ($18.5M).
- Company
- Thornburg Income Builder Opp
- CUSIP
- 885213108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $16.5M |
| Exits | 3 | $855K |
All 13F filers, Q1 2026 → Q2 2026: 1,134,524 shares bought and 176,020 shares sold, net +958,504 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| UBS Group AG | 0.01% | Add +0.7% | 1,856,110 | $41.0M |
| DKM Wealth Management, Inc. | 13.82% | Reduce -0.7% | 957,773 | $21.1M |
| Stifel Financial Corp. | 0.02% | Add +8.2% | 837,046 | $18.5M |
| Morgan Stanley | 0.00% | Add +6.9% | 771,895 | $17.0M |
| Atlas Wealth LLC | 2.54% | New | 710,893 | $15.7M |
| Raymond James Financial Inc. | 0.00% | Add +12.6% | 705,598 | $15.6M |
| Advisors Asset Management, Inc. | 0.19% | Reduce -4.2% | 567,963 | $12.5M |
| Kera Capital Partners, Inc. | 1.02% | Add +6.1% | 481,195 | $10.6M |
| Royal Bank of Canada | 0.00% | Add +3.3% | 462,544 | $10.2M |
| Wells Fargo & Company | 0.00% | Reduce -11.7% | 427,434 | $9.4M |
| LPL Financial LLC | 0.00% | Add +7.2% | 325,663 | $7.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +2.6% | 161,091 | $3.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +8.6% | 139,471 | $3.1M |
| Private Advisor Group, LLC | 0.01% | Add +4.5% | 121,022 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +64.7% | 120,616 | $2.6M |
| Hennion & Walsh Asset Management, Inc. | 0.07% | Add +2.5% | 104,913 | $2.3M |
| Thomas J. Herzfeld Advisors, Inc. | 0.55% | Add +15.8% | 80,479 | $1.8M |
| Alessandra Capital Management, LLC | 1.23% | Reduce -4.4% | 79,006 | $1.7M |
| Evolve Private Wealth, LLC | 0.11% | Reduce -7.0% | 77,958 | $1.7M |
| Invesco Ltd. | 0.00% | Reduce -2.1% | 77,632 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -22.3% | 71,540 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +14.1% | 69,629 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Add +0.1% | 69,238 | $1.5M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.9% | 67,406 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +20.7% | 56,219 | $1.2M |
| Financial Management Network Inc. | 0.15% | Add +9.5% | 48,377 | $1.1M |
| PMG Family Office LLC | 0.98% | Add +0.9% | 48,095 | $1.1M |
| Dakota Wealth Management | 0.02% | Reduce -0.5% | 46,981 | $1.0M |
| Wedbush Securities Inc. | 0.02% | Add +6.1% | 42,539 | $939K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.0% | 38,344 | $846K |
| Advisory Advocates, LLC | 0.65% | Add +16.4% | 34,470 | $761K |
| Closed-End Fund Advisors, Inc. | 0.74% | Reduce -4.3% | 34,337 | $758K |
| Hunter Associates Investment Management LLC | 0.07% | Reduce -5.3% | 26,550 | $584K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -8.2% | 24,919 | $550K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -17.6% | 23,215 | $512K |
| Fifth Third Bancorp | 0.00% | No change | 21,300 | $470K |
| DAVENPORT & Co LLC | 0.00% | Add +7.6% | 19,635 | $433K |
| NewEdge Advisors, LLC | 0.00% | Add +8.2% | 16,513 | $364K |
| Brown Advisory Inc. | 0.00% | No change | 13,720 | $303K |
| Hicks Capital Management LLC | 0.23% | No change | 12,856 | $284K |
| Allegheny Financial Group | 0.03% | New | 12,546 | $277K |
| &partners | 0.00% | Reduce -13.2% | 12,520 | $276K |
| LaSalle St. Investment Advisors, LLC | 0.03% | Add +2.6% | 12,205 | $269K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 12,023 | $265K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 11,500 | $254K |
| Cetera Investment Advisers | 0.00% | Add +8.6% | 11,045 | $244K |
| Prosperity Consulting Group, LLC | 0.01% | No change | 10,000 | $221K |
| Truist Financial Corp. | 0.00% | New | 9,501 | $210K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Reduce -26.7% | 6,748 | $149K |
| US Bancorp \de | 0.00% | New | 4,996 | $110K |
| Webster Bank, N. A. | 0.01% | No change | 3,000 | $66K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,678 | $59K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +1.4% | 1,729 | $38K |
| Clark Wealth Partners | 0.01% | No change | 660 | $15K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +200.0% | 600 | $13K |
| Whittier Trust Co. | 0.00% | No change | 500 | $11K |
"% of holder's portfolio" is TBLD's weight in each manager's 13F, not the share of Thornburg Income Builder Opp the manager owns.