13F reference period
Q2 2026
Security Snapshot
Thornburg Income Builder Opportunities Trust - Common Shares (TBLD) Institutional Ownership
CUSIP: 885213108
13F Institutional Holders and Ownership History from Q3 2021 to Q3 2026
Institutions Reporting
56
Shares (Excl. Options)
9.96M
Full value: 9,964,435 · shares · 30 Jun 2026Price
$22.07
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / Common Shares
- Symbol
- TBLD on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 9,964,435
- Total 13F value
- $219,885,824
- Portfolio coverage rank
- 0%
- Share change
- +958,096
- Value change
- +$21,173,091
- Number of holders
- 56
- Shares outstanding
- 32,208,107
- SEC-reported price per share
- $20.46
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- TBLD - Thornburg Income Builder Opportunities Trust - Common Shares is tracked under CUSIP 885213108.
- 56 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 54 to 56 between Q1 2026 and Q2 2026.
- SEC-reported value moved from to
$190.43M
Full value: $190,429,845 · USD · 31 Mar 2026.$219.89M
Full value: $219,885,824 · USD · 30 Jun 2026
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 56 institutions filings for Q2 2026.
Security key
885213108
13F reference period
Q2 2026
13F holders
56
13D/G owners
1
CIK / CUSIP context first
Open Q2 2026 holders
TBLD full holder history
Thornburg Income Builder Opportunities Trust SEC filings
Thornburg Income Builder Opportunities Trust insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 885213108:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
TBLD
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| UBS Group AG | 5.6% | $32,123,078 | 1,803,654 | UBS Group AG | 30 Sep 2024 |
As of 30 Jun 2026,
56
institutional investors reported holding
shares of
Thornburg Income Builder Opportunities Trust - Common Shares (TBLD).
This represents
31%
of the company’s total
outstanding shares.
9.96M
Full value: 9,964,435 · shares · 30 Jun 202632.21M
Full value: 32,208,107 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
29%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| UBS Group AG | 5.8% | 1,856,110 | +0.7% | 0.01% | $40,964,348 |
| DKM Wealth Management, Inc. | 3% | 957,773 | -0.7% | 14% | $21,138,048 |
| STIFEL FINANCIAL CORP | 2.6% | 837,046 | +8.2% | 0.02% | $18,473,568 |
| MORGAN STANLEY | 2.4% | 771,894 | +6.9% | 0% | $17,035,701 |
| Atlas Wealth LLC | 2.2% | 710,893 | 2.2% | $15,689,409 | |
| RAYMOND JAMES FINANCIAL INC | 2.2% | 705,598 | +13% | 0% | $15,572,556 |
| Advisors Asset Management, Inc. | 1.8% | 567,963 | -4.1% | 0.19% | $12,534,943 |
| Kera Capital Partners, Inc. | 1.5% | 481,195 | +6.1% | 1% | $10,619,978 |
| ROYAL BANK OF CANADA | 1.4% | 462,544 | +3.3% | 0% | $10,208,000 |
| WELLS FARGO & COMPANY/MN | 1.3% | 427,434 | -12% | 0% | $9,433,461 |
| LPL Financial LLC | 1% | 325,663 | +7.2% | 0% | $7,187,374 |
| Rockefeller Capital Management L.P. | 0.5% | 161,091 | +2.6% | 0.01% | $3,555,298 |
| Sanctuary Advisors, LLC | 0.43% | 139,471 | +8.6% | 0.01% | $3,078,132 |
| Private Advisor Group, LLC | 0.38% | 121,022 | +4.5% | 0.01% | $2,670,958 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.37% | 120,616 | +65% | 0% | $2,635,460 |
| Hennion & Walsh Asset Management, Inc. | 0.33% | 104,913 | +2.5% | 0.07% | $2,315,430 |
| Thomas J. Herzfeld Advisors, Inc. | 0.25% | 80,479 | +16% | 0.55% | $1,776,172 |
| Alessandra Capital Management, LLC | 0.25% | 79,006 | -4.4% | 1.2% | $1,743,664 |
| EVOLVE PRIVATE WEALTH, LLC | 0.24% | 77,958 | -7% | 0.11% | $1,720,533 |
| Invesco Ltd. | 0.24% | 77,632 | -2.1% | 0% | $1,713,338 |
| Concurrent Investment Advisors, LLC | 0.22% | 71,540 | -22% | 0.01% | $1,578,879 |
| Janney Montgomery Scott LLC | 0.22% | 69,629 | +14% | 0% | $1,537,000 |
| D.A. DAVIDSON & CO. | 0.21% | 69,238 | +0.09% | 0.01% | $1,528,098 |
| Kestra Advisory Services, LLC | 0.21% | 67,406 | -1.9% | 0% | $1,487,646 |
| OSAIC HOLDINGS, INC. | 0.17% | 56,219 | +21% | 0% | $1,241,076 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
21
Headline period
Q2 2026
Rows shown
1-21 of 21
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 2,479,066 | $50,383,672 | +$7,263,026 | $20.32 | 25 |
| 2026 Q2 | 9,964,435 | $219,885,824 | +$21,173,091 | $22.07 | 56 |
| 2026 Q1 | 9,005,932 | $190,429,845 | -$2,692,565 | $21.15 | 54 |
| 2025 Q4 | 9,162,859 | $184,684,637 | +$5,480,548 | $20.10 | 56 |
| 2025 Q3 | 8,706,681 | $173,228,911 | +$13,678,079 | $19.89 | 49 |
| 2025 Q2 | 7,885,264 | $154,730,501 | -$1,121,022 | $19.62 | 45 |
| 2025 Q1 | 7,992,554 | $143,327,742 | -$2,807,080 | $17.94 | 40 |
| 2024 Q4 | 8,327,179 | $135,694,732 | +$7,522,684 | $16.28 | 51 |
| 2024 Q3 | 6,677,312 | $118,728,201 | -$6,534,885 | $17.82 | 42 |
| 2024 Q2 | 7,099,243 | $114,497,903 | +$12,662,072 | $16.13 | 50 |
| 2024 Q1 | 6,166,287 | $99,695,558 | -$4,529,359 | $16.17 | 47 |
| 2023 Q4 | 6,453,625 | $100,102,753 | +$3,500,843 | $15.51 | 44 |
| 2023 Q3 | 6,251,458 | $91,271,823 | +$8,527,459 | $14.60 | 40 |
| 2023 Q2 | 5,666,893 | $86,366,236 | +$10,700,178 | $15.23 | 39 |
| 2023 Q1 | 4,971,237 | $77,596,410 | +$3,602,458 | $15.61 | 32 |
| 2022 Q4 | 4,773,663 | $68,172,776 | +$8,536,444 | $14.28 | 37 |
| 2022 Q3 | 3,926,723 | $50,113,000 | +$4,322,545 | $12.74 | 36 |
| 2022 Q2 | 3,529,972 | $51,236,000 | +$8,538,748 | $14.51 | 29 |
| 2022 Q1 | 2,923,564 | $49,959,000 | +$2,334,739 | $17.09 | 25 |
| 2021 Q4 | 2,789,765 | $52,055,000 | +$40,536,762 | $18.66 | 33 |
| 2021 Q3 | 617,304 | $12,376,000 | +$12,376,000 | $20.05 | 7 |