Thornburg Income Builder OppTBLD
13F holders, Q2 2025 (June 30)47holders +4
8new positions
5sold out
$19.62avg. 13F price*
At the end of Q2 2025, 47 institutions reported holding Thornburg Income Builder Opp (TBLD) in their 13F filings, up 4 from Q1 2025. 8 opened new positions and 5 sold out. The largest holders were UBS Group AG ($40.8M), DKM Wealth Management, Inc. ($18.7M) and Raymond James Financial Inc. ($16.2M).
- Company
- Thornburg Income Builder Opp
- CUSIP
- 885213108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.9M |
| Exits | 5 | $10.4M |
All 13F filers, Q1 2025 → Q2 2025: 587,989 shares bought and 692,342 shares sold, net −104,353 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| UBS Group AG | 0.01% | Add +1.6% | 2,079,399 | $40.8M |
| DKM Wealth Management, Inc. | 16.16% | Reduce -2.0% | 955,163 | $18.7M |
| Raymond James Financial Inc. | 0.01% | Add +8.6% | 826,592 | $16.2M |
| Stifel Financial Corp. | 0.01% | Add +18.6% | 723,548 | $14.2M |
| Advisors Asset Management, Inc. | 0.20% | Add +13.3% | 566,631 | $11.1M |
| Morgan Stanley | 0.00% | Add +9.5% | 431,678 | $8.5M |
| Royal Bank of Canada | 0.00% | Add +11.2% | 378,931 | $7.4M |
| Wells Fargo & Company | 0.00% | Reduce -15.6% | 340,192 | $6.7M |
| Thomas J. Herzfeld Advisors, Inc. | 1.50% | Add +17.0% | 214,693 | $4.2M |
| LPL Financial LLC | 0.00% | Add +2.1% | 178,933 | $3.5M |
| Kera Capital Partners, Inc. | 0.68% | Add +9.4% | 174,739 | $3.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +9.5% | 141,747 | $2.8M |
| Private Advisor Group, LLC | 0.01% | Add +0.8% | 118,742 | $2.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +4.3% | 87,518 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Add +6.2% | 68,221 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Reduce -3.4% | 64,867 | $1.3M |
| Invesco Ltd. | 0.00% | Reduce -15.4% | 59,055 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 52,603 | $1.0M |
| Financial Management Network Inc. | 0.15% | Add +0.5% | 43,627 | $865K |
| Oppenheimer & Co. Inc. | 0.01% | Add +3.5% | 44,048 | $864K |
| Lokken Investment Group LLC | 0.33% | Reduce -15.0% | 43,922 | $862K |
| Wedbush Securities Inc. | 0.03% | Add +5.2% | 39,035 | $766K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | New | 38,502 | $755K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -11.4% | 30,916 | $607K |
| Osaic Holdings, Inc. | 0.00% | Add +4.1% | 27,213 | $534K |
| Blue Bell Private Wealth Management, LLC | 0.09% | Reduce -16.0% | 26,846 | $527K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.1% | 22,785 | $447K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 20,791 | $408K |
| Hunter Associates Investment Management LLC | 0.06% | No change | 20,500 | $402K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +77.0% | 19,443 | $381K |
| NewEdge Advisors, LLC | 0.00% | Add +10.2% | 16,253 | $319K |
| Kingsview Wealth Management, LLC | 0.01% | New | 15,965 | $313K |
| Brown Advisory Inc. | 0.00% | No change | 13,720 | $269K |
| Brown Brothers Harriman & Co. | 0.00% | New | 12,023 | $236K |
| Silver Oak Securities, Incorporated | 0.02% | No change | 11,885 | $233K |
| Hicks Capital Management LLC | 0.37% | No change | 11,856 | $233K |
| &partners | 0.00% | Add +0.0% | 11,538 | $226K |
| Calamos Advisors LLC | 0.00% | Reduce -8.0% | 11,278 | $221K |
| Prosperity Consulting Group, LLC | 0.01% | No change | 10,000 | $196K |
| Comerica Bank | 0.00% | No change | 6,200 | $122K |
| Bank of America Corp. | 0.00% | New | 6,109 | $120K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.6% | 1,629 | $32K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +400.0% | 1,250 | $25K |
| NFSG Corp | 0.00% | New | 1,000 | $20K |
| Global Retirement Partners, LLC | 0.00% | — | 697 | $14K |
| Blue Trust, Inc. | 0.00% | New | 500 | $10K |
| Cwm, LLC | 0.00% | No change | 9 | $0 |
"% of holder's portfolio" is TBLD's weight in each manager's 13F, not the share of Thornburg Income Builder Opp the manager owns.