Security key
885213108
Thornburg Income Builder Opportunities Trust - Common Shares (TBLD)
CUSIP: 885213108
Q1 2025 13F Holders as of 31 Mar 2025
- Security type / class
- Equity / Common Shares
- Total 13F shares
- 7,992,554
- Total 13F value
- $143,327,742
- Share change
- -182,267
- SEC-reported price per share
- $17.94
- Number of holders
- 40
- Value change
- -$2,807,080
- Number of buys
- 20
- Number of sells
- 25
- Shares outstanding
- 32,208,107
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2025
Institutions
40
Top holders
10
TBLD full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
Thornburg Income Builder Opportunities Trust SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 885213108
Recent filing periods:
Ownership snapshot
Top reported holders of TBLD - Thornburg Income Builder Opportunities Trust - Common Shares (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
UBS Group AG
Disclosed value leader
UBS Group AG
Comparable rows
15/15
Latest evidence
31 Dec 2024
13F
13D/G
Lead comparable stake: 5.6%
13D/G row: UBS Group AG
Showing 1-6 of 15 holder rows.
Quick read
UBS Group AG leads the comparable SEC ownership view at 5.6%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens UBS Group AG's linked filing trail.
Comparable ownership
Top 5
UBS Group AG
5.6%
DKM Wealth Management, Inc.
3%
Saba Capital Management, L.P.
2.2%
RAYMOND JAMES FINANCIAL INC
2.2%
STIFEL FINANCIAL CORP
1.8%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| UBS Group AG |
13F
13D/G
Company
|
5.6%
from 13D/G
|
$33,088,204
2,032,445 shares
|
— | 31 Dec 2024 |
| DKM Wealth Management, Inc. |
13F
Company
|
3%
|
$15,912,148
977,405 shares
|
— | 31 Dec 2024 |
| Saba Capital Management, L.P. |
13F
Company
|
2.2%
|
$11,493,143
705,967 shares
|
— | 31 Dec 2024 |
| RAYMOND JAMES FINANCIAL INC |
13F
Company
|
2.2%
|
$11,365,140
698,105 shares
|
— | 31 Dec 2024 |
| STIFEL FINANCIAL CORP |
13F
Company
|
1.8%
|
$9,370,621
575,592 shares
|
— | 31 Dec 2024 |
| Advisors Asset Management, Inc. |
13F
Company
|
1.7%
|
$8,828,384
542,284 shares
|
— | 31 Dec 2024 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
40
Shares
7,992,554
Rows available
40
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2025 vs Q1 2026 Across Filers
Q1 2026 holders
54
Q1 2025 holders
40
Holder diff
-14
| Investor | Q1 2026 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q1 2026 value | Q1 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend