Security key
885213108
Thornburg Income Builder Opportunities Trust - Common Shares (TBLD)
CUSIP: 885213108
Q3 2025 13F Holders as of 30 Sep 2025
- Security type / class
- Equity / Common Shares
- Total 13F shares
- 8,706,681
- Total 13F value
- $173,228,911
- Share change
- +686,334
- SEC-reported price per share
- $19.89
- Number of holders
- 49
- Value change
- +$13,678,079
- Number of buys
- 32
- Number of sells
- 13
- Shares outstanding
- 32,208,107
Holder snapshot
6 facts
Security identity
1 fact
Report period
Q3 2025
Institutions
49
Top holders
10
TBLD full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2025
Previous quarter: Q2 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.
Largest current holder
UBS Group AG
13D/G signal
UBS Group AG
Evidence rows
15
Latest as of
30 Jun 2025
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%.
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.
Comparable ownership
Top 5
UBS Group AG
5.6%
DKM Wealth Management, Inc.
3%
RAYMOND JAMES FINANCIAL INC
2.6%
STIFEL FINANCIAL CORP
2.2%
Advisors Asset Management, Inc.
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
|
$40,797,809
2,079,399 shares
|
— | 30 Jun 2025 |
| DKM Wealth Management, Inc. |
13F
Company
|
3%
|
$18,740,304
955,163 shares
|
— | 30 Jun 2025 |
| RAYMOND JAMES FINANCIAL INC |
13F
Company
|
2.6%
|
$16,217,735
826,592 shares
|
— | 30 Jun 2025 |
| STIFEL FINANCIAL CORP |
13F
Company
|
2.2%
|
$14,196,033
723,548 shares
|
— | 30 Jun 2025 |
| Advisors Asset Management, Inc. |
13F
Company
|
1.8%
|
$11,117,300
566,631 shares
|
— | 30 Jun 2025 |
| MORGAN STANLEY |
13F
Company
|
1.3%
|
$8,469,545
431,678 shares
|
— | 30 Jun 2025 |
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 Q3 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
49
Shares
8,706,681
Rows available
49
| 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 Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
45
Q3 2025 holders
49
Holder diff
4
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 value | Q3 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend