Thornburg Income Builder OppTBLD
13F holders, Q3 2025 (September 30)49holders +2
4new positions
3sold out
$19.90avg. 13F price*
At the end of Q3 2025, 49 institutions reported holding Thornburg Income Builder Opp (TBLD) in their 13F filings, up 2 from Q2 2025. 4 opened new positions and 3 sold out. The largest holders were UBS Group AG ($40.2M), DKM Wealth Management, Inc. ($18.7M) and Raymond James Financial Inc. ($16.5M).
- Company
- Thornburg Income Builder Opp
- CUSIP
- 885213108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.5M |
| Exits | 3 | $323K |
All 13F filers, Q2 2025 → Q3 2025: 812,615 shares bought and 126,291 shares sold, net +686,324 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| UBS Group AG | 0.01% | Reduce -2.7% | 2,022,402 | $40.2M |
| DKM Wealth Management, Inc. | 15.02% | Reduce -1.5% | 941,073 | $18.7M |
| Raymond James Financial Inc. | 0.01% | Add +0.5% | 831,007 | $16.5M |
| Stifel Financial Corp. | 0.01% | Reduce -2.6% | 704,696 | $14.0M |
| Advisors Asset Management, Inc. | 0.20% | Add +7.1% | 606,770 | $12.1M |
| Morgan Stanley | 0.00% | Add +14.5% | 494,349 | $9.8M |
| Royal Bank of Canada | 0.00% | Add +17.7% | 446,008 | $8.9M |
| Kera Capital Partners, Inc. | 1.20% | Add +129.8% | 401,619 | $8.0M |
| Wells Fargo & Company | 0.00% | Add +12.4% | 382,394 | $7.6M |
| Thomas J. Herzfeld Advisors, Inc. | 1.55% | Add +6.2% | 227,958 | $4.5M |
| LPL Financial LLC | 0.00% | Add +22.0% | 218,305 | $4.3M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.2% | 141,422 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +128.9% | 120,403 | $2.4M |
| Private Advisor Group, LLC | 0.01% | Add +2.0% | 121,070 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | New | 90,799 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.7% | 86,876 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +253.7% | 73,529 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.4% | 67,282 | $1.3M |
| Invesco Ltd. | 0.00% | Add +12.6% | 66,502 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Add +0.3% | 65,039 | $1.3M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Add +38.8% | 53,457 | $1.1M |
| PMG Family Office LLC | 1.06% | — | 47,565 | $946K |
| Lokken Investment Group LLC | 0.32% | Add +5.9% | 46,509 | $925K |
| Financial Management Network Inc. | 0.15% | Add +2.2% | 44,580 | $898K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -10.1% | 39,598 | $788K |
| Wedbush Securities Inc. | 0.03% | Reduce -1.6% | 38,419 | $764K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.3% | 33,806 | $672K |
| Osaic Holdings, Inc. | 0.00% | Add +7.5% | 29,247 | $585K |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.4% | 24,240 | $482K |
| Comerica Bank | 0.00% | Add +280.6% | 23,600 | $469K |
| Hunter Associates Investment Management LLC | 0.06% | Add +12.3% | 23,031 | $458K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +10.4% | 21,460 | $427K |
| NewEdge Advisors, LLC | 0.00% | Add +5.5% | 17,153 | $341K |
| Blue Bell Private Wealth Management, LLC | 0.05% | Reduce -42.1% | 15,536 | $309K |
| Virtu Financial LLC | 0.02% | New | 14,802 | $294K |
| Calamos Advisors LLC | 0.00% | Add +21.7% | 13,728 | $273K |
| Brown Advisory Inc. | 0.00% | No change | 13,720 | $273K |
| Bank of America Corp. | 0.00% | Add +120.2% | 13,452 | $268K |
| Hicks Capital Management LLC | 0.42% | Add +8.4% | 12,856 | $256K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 12,023 | $239K |
| Silver Oak Securities, Incorporated | 0.02% | No change | 11,885 | $236K |
| &partners | 0.00% | Add +0.0% | 11,543 | $230K |
| LaSalle St. Investment Advisors, LLC | 0.04% | New | 11,544 | $229K |
| Envestnet Asset Management Inc. | 0.00% | New | 10,418 | $207K |
| Prosperity Consulting Group, LLC | 0.01% | No change | 10,000 | $199K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +1.6% | 1,655 | $33K |
| NFSG Corp | 0.00% | No change | 1,000 | $20K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -84.0% | 200 | $4K |
| Global Retirement Partners, LLC | 0.00% | Reduce -78.3% | 151 | $3K |
"% of holder's portfolio" is TBLD's weight in each manager's 13F, not the share of Thornburg Income Builder Opp the manager owns.