Thornburg Income Builder OppTBLD
13F holders, Q4 2025 (December 31)56holders +7
8new positions
4sold out
$20.16avg. 13F price*
At the end of Q4 2025, 56 institutions reported holding Thornburg Income Builder Opp (TBLD) in their 13F filings, up 7 from Q3 2025. 8 opened new positions and 4 sold out. The largest holders were UBS Group AG ($35.9M), DKM Wealth Management, Inc. ($19.2M) and Stifel Financial Corp. ($14.5M).
- Company
- Thornburg Income Builder Opp
- CUSIP
- 885213108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.8M |
| Exits | 4 | $794K |
All 13F filers, Q3 2025 → Q4 2025: 697,835 shares bought and 427,926 shares sold, net +269,909 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| UBS Group AG | 0.01% | Reduce -11.7% | 1,786,490 | $35.9M |
| DKM Wealth Management, Inc. | 14.29% | Add +1.3% | 952,992 | $19.2M |
| Stifel Financial Corp. | 0.01% | Add +2.4% | 721,378 | $14.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -16.1% | 697,456 | $14.0M |
| Advisors Asset Management, Inc. | 0.23% | Add +11.3% | 675,405 | $13.6M |
| Morgan Stanley | 0.00% | Add +18.7% | 586,827 | $11.8M |
| Royal Bank of Canada | 0.00% | Add +10.2% | 491,279 | $9.9M |
| Kera Capital Partners, Inc. | 1.14% | Add +8.3% | 434,901 | $9.2M |
| Wells Fargo & Company | 0.00% | Add +7.3% | 410,408 | $8.2M |
| LPL Financial LLC | 0.00% | Add +19.4% | 260,739 | $5.2M |
| Thomas J. Herzfeld Advisors, Inc. | 1.58% | Add +1.7% | 231,757 | $4.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +11.3% | 157,334 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +28.6% | 154,775 | $3.1M |
| Private Advisor Group, LLC | 0.01% | Add +0.6% | 121,836 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.7% | 91,398 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.5% | 85,578 | $1.7M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Add +58.1% | 84,503 | $1.7M |
| Evolve Private Wealth, LLC | 0.10% | — | 83,818 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +14.6% | 84,238 | $1.7M |
| Alessandra Capital Management, LLC | 1.50% | — | 83,734 | $1.7M |
| Wolverine Asset Management LLC | 0.08% | New | 69,875 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Add +6.0% | 68,934 | $1.4M |
| Invesco Ltd. | 0.00% | Add +0.8% | 67,054 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.4% | 63,633 | $1.3M |
| Shaker Financial Services, LLC | 0.35% | New | 54,866 | $1.1M |
| Dakota Wealth Management | 0.02% | New | 49,748 | $1000K |
| PMG Family Office LLC | 1.11% | Add +0.0% | 47,570 | $956K |
| Readystate Asset Management LP | 0.07% | New | 47,524 | $955K |
| Financial Management Network Inc. | 0.14% | Reduce -1.2% | 44,031 | $889K |
| Wedbush Securities Inc. | 0.02% | Add +4.0% | 39,969 | $803K |
| Closed-End Fund Advisors, Inc. | 0.46% | — | 39,027 | $784K |
| Osaic Holdings, Inc. | 0.00% | Add +31.7% | 38,511 | $774K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -9.1% | 35,979 | $723K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 33,806 | $679K |
| Hunter Associates Investment Management LLC | 0.07% | Add +20.8% | 27,831 | $559K |
| Advisory Advocates, LLC | 0.52% | — | 26,200 | $527K |
| Comerica Bank | 0.00% | Add +2.5% | 24,200 | $486K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.7% | 22,250 | $447K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -15.7% | 20,440 | $411K |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.3% | 15,563 | $313K |
| KW Wealth Management LLC | 0.43% | New | 14,058 | $283K |
| Brown Advisory Inc. | 0.00% | No change | 13,720 | $276K |
| Bank of America Corp. | 0.00% | Reduce -0.3% | 13,407 | $269K |
| Blue Bell Private Wealth Management, LLC | 0.04% | Reduce -13.8% | 13,396 | $269K |
| Hicks Capital Management LLC | 0.26% | No change | 12,856 | $258K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 12,023 | $242K |
| LaSalle St. Investment Advisors, LLC | 0.04% | Add +3.0% | 11,890 | $238K |
| &partners | 0.00% | Add +0.0% | 11,546 | $232K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -15.4% | 10,060 | $202K |
| Prosperity Consulting Group, LLC | 0.01% | No change | 10,000 | $201K |
| Webster Bank, N. A. | 0.01% | New | 3,000 | $60K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +1.6% | 1,681 | $34K |
| Whittier Trust Co. | 0.00% | New | 500 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +125.0% | 450 | $9K |
| Global Retirement Partners, LLC | 0.00% | Add +169.5% | 407 | $8K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 9 | $181 |
"% of holder's portfolio" is TBLD's weight in each manager's 13F, not the share of Thornburg Income Builder Opp the manager owns.