Thornburg Income Builder OppTBLD
13F holders, Q1 2026 (March 31)54holders −2
6new positions
5sold out
$21.14avg. 13F price*
At the end of Q1 2026, 54 institutions reported holding Thornburg Income Builder Opp (TBLD) in their 13F filings, down 2 from Q4 2025. 6 opened new positions and 5 sold out. The largest holders were UBS Group AG ($39.0M), DKM Wealth Management, Inc. ($20.4M) and Stifel Financial Corp. ($16.4M).
- Company
- Thornburg Income Builder Opp
- CUSIP
- 885213108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.1M |
| Exits | 5 | $1.8M |
All 13F filers, Q4 2025 → Q1 2026: 549,144 shares bought and 667,407 shares sold, net −118,263 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| UBS Group AG | 0.01% | Add +3.2% | 1,843,177 | $39.0M |
| DKM Wealth Management, Inc. | 14.71% | Add +1.2% | 964,573 | $20.4M |
| Stifel Financial Corp. | 0.01% | Add +7.2% | 773,380 | $16.4M |
| Morgan Stanley | 0.00% | Add +23.1% | 722,199 | $15.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -10.1% | 626,909 | $13.3M |
| Advisors Asset Management, Inc. | 0.21% | Reduce -12.3% | 592,552 | $12.5M |
| Wells Fargo & Company | 0.00% | Add +17.9% | 483,809 | $10.2M |
| Kera Capital Partners, Inc. | 1.18% | Add +4.2% | 453,342 | $9.6M |
| Royal Bank of Canada | 0.00% | Reduce -8.8% | 447,955 | $9.5M |
| LPL Financial LLC | 0.00% | Add +16.5% | 303,728 | $6.4M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.2% | 157,048 | $3.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +50.1% | 128,476 | $2.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -5.0% | 115,774 | $2.4M |
| Hennion & Walsh Asset Management, Inc. | 0.07% | Add +21.1% | 102,350 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +9.3% | 92,046 | $1.9M |
| Evolve Private Wealth, LLC | 0.09% | Add +0.0% | 83,850 | $1.8M |
| Alessandra Capital Management, LLC | 1.49% | Reduce -1.3% | 82,646 | $1.7M |
| Invesco Ltd. | 0.00% | Add +18.2% | 79,288 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -52.7% | 73,216 | $1.6M |
| Thomas J. Herzfeld Advisors, Inc. | 0.50% | Reduce -70.0% | 69,502 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Add +0.3% | 69,175 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -24.8% | 68,728 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.1% | 61,007 | $1.3M |
| PMG Family Office LLC | 1.13% | Add +0.2% | 47,680 | $1.0M |
| Dakota Wealth Management | 0.02% | Reduce -5.1% | 47,226 | $999K |
| Osaic Holdings, Inc. | 0.00% | Add +20.9% | 46,576 | $985K |
| Financial Management Network Inc. | 0.15% | Add +0.3% | 44,171 | $966K |
| Wedbush Securities Inc. | 0.02% | Add +0.3% | 40,087 | $848K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +13.5% | 38,359 | $811K |
| Closed-End Fund Advisors, Inc. | 0.77% | Reduce -8.1% | 35,863 | $758K |
| Advisory Advocates, LLC | 0.64% | Add +13.1% | 29,620 | $626K |
| Wolverine Asset Management LLC | 0.03% | Reduce -59.0% | 28,663 | $606K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -21.7% | 28,165 | $596K |
| Hunter Associates Investment Management LLC | 0.08% | Add +0.7% | 28,031 | $591K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +22.0% | 27,154 | $574K |
| Fifth Third Bancorp | 0.00% | New | 21,300 | $450K |
| DAVENPORT & Co LLC | 0.00% | New | 18,250 | $386K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.9% | 15,263 | $323K |
| &partners | 0.00% | Add +24.9% | 14,416 | $305K |
| Brown Advisory Inc. | 0.00% | No change | 13,720 | $289K |
| Hicks Capital Management LLC | 0.27% | No change | 12,856 | $272K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 12,023 | $254K |
| LaSalle St. Investment Advisors, LLC | 0.04% | No change | 11,890 | $251K |
| Shaker Financial Services, LLC | 0.09% | Reduce -78.8% | 11,623 | $246K |
| Cetera Investment Advisers | 0.00% | New | 10,169 | $215K |
| Prosperity Consulting Group, LLC | 0.01% | No change | 10,000 | $211K |
| Blue Bell Private Wealth Management, LLC | 0.03% | Reduce -31.3% | 9,204 | $195K |
| Webster Bank, N. A. | 0.01% | No change | 3,000 | $63K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 2,678 | $57K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +1.4% | 1,705 | $36K |
| Clark Wealth Partners | 0.01% | New | 660 | $14K |
| Whittier Trust Co. | 0.00% | No change | 500 | $11K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -55.6% | 200 | $4K |
| Highline Wealth Partners LLC | 0.00% | New | 150 | $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.