Latest Period
Q1 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 Q1 2026
Institutions Reporting
54
Shares (Excl. Options)
9,005,932
Price
$21.15
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- Security type / class
- Equity / Common Shares
- Symbol
- TBLD on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 9,005,932
- Total 13F value
- $190,429,845
- Portfolio coverage rank
- 0%
- Share change
- -132,320
- Value change
- -$2,692,565
- Number of holders
- 54
- Shares outstanding
- 32,208,107
- SEC-reported price per share
- $22.77
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
Key facts
- TBLD - Thornburg Income Builder Opportunities Trust - Common Shares is tracked under CUSIP 885213108.
- 54 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 56 to 54 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $184,684,637 to $190,429,845.
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 54 institutions filings for Q1 2026.
Security key
885213108
Latest holder period
Q1 2026
13F holders
54
13D/G owners
1
CIK / CUSIP context first
Open Q1 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 31 Mar 2026, 54 institutional investors reported holding 9,005,932 shares of Thornburg Income Builder Opportunities Trust - Common Shares (TBLD). This represents 28% of the company’s total 32,208,107 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
26%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| UBS Group AG | 5.7% | 1,843,177 | +3.2% | 0.01% | $38,973,977 |
| DKM Wealth Management, Inc. | 3% | 964,573 | +1.2% | 15% | $20,395,989 |
| STIFEL FINANCIAL CORP | 2.4% | 773,380 | +7.2% | 0.02% | $16,353,193 |
| MORGAN STANLEY | 2.2% | 722,199 | +23% | 0% | $15,270,970 |
| RAYMOND JAMES FINANCIAL INC | 1.9% | 626,909 | -10% | 0% | $13,256,048 |
| Advisors Asset Management, Inc. | 1.8% | 592,552 | -12% | 0.21% | $12,496,922 |
| WELLS FARGO & COMPANY/MN | 1.5% | 483,809 | +18% | 0% | $10,230,206 |
| Kera Capital Partners, Inc. | 1.4% | 453,342 | +4.2% | 1.2% | $9,585,961 |
| ROYAL BANK OF CANADA | 1.4% | 447,955 | -8.8% | 0% | $9,472,000 |
| LPL Financial LLC | 0.94% | 303,728 | +16% | 0% | $6,422,366 |
| Rockefeller Capital Management L.P. | 0.49% | 157,048 | -0.18% | 0.01% | $3,320,815 |
| Sanctuary Advisors, LLC | 0.4% | 128,476 | +50% | 0.01% | $2,716,646 |
| Private Advisor Group, LLC | 0.36% | 115,774 | -5% | 0.01% | $2,448,063 |
| Hennion & Walsh Asset Management, Inc. | 0.32% | 102,350 | +21% | 0.07% | $2,158,562 |
| Concurrent Investment Advisors, LLC | 0.29% | 92,046 | +9.3% | 0.02% | $1,946,314 |
| EVOLVE PRIVATE WEALTH, LLC | 0.26% | 83,850 | +0.04% | 0.09% | $1,773,017 |
| Alessandra Capital Management, LLC | 0.26% | 82,646 | -1.3% | 1.5% | $1,747,558 |
| Invesco Ltd. | 0.25% | 79,288 | +18% | 0% | $1,676,553 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.23% | 73,216 | -53% | 0% | $1,555,840 |
| Thomas J. Herzfeld Advisors, Inc. | 0.22% | 69,502 | -70% | 0.5% | $1,469,627 |
| D.A. DAVIDSON & CO. | 0.21% | 69,175 | +0.35% | 0.01% | $1,462,726 |
| Kestra Advisory Services, LLC | 0.21% | 68,728 | -25% | 0.01% | $1,453,257 |
| Janney Montgomery Scott LLC | 0.19% | 61,007 | -4.1% | 0% | $1,290,000 |
| PMG Family Office LLC | 0.15% | 47,680 | +0.23% | 1.1% | $1,008,198 |
| Dakota Wealth Management | 0.15% | 47,226 | -5.1% | 0.02% | $998,604 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
19
Latest
Q1 2026
Rows shown
1-19 of 19
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 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 |