Thornburg Income Builder Opportunities Trust - Common Shares (TBLD)

CUSIP: 885213108

Q4 2025 13F Holders as of 31 Dec 2025

Security identity
Security type / class
Equity / Common Shares
Shares outstanding
32,208,107
Holder snapshot
Total 13F shares
9,162,859
Share change
+269,908
Total reported value
$184,684,637
Reported price per share
$20.10
Number of holders
56
Value change
+$5,480,548
Number of buys
36
Number of sells
15

Security key

885213108

Report period

Q4 2025

Institutions

56

Top holders

10

TBLD full security history Ownership snapshot Full 13F holder table Newer quarter: Q1 2026 Previous quarter: Q3 2025 Thornburg Income Builder Opportunities Trust SEC filings

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

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.

Lead holder
UBS Group AG
13D/G signal
UBS Group AG
Evidence rows
15
Latest as of
30 Sep 2025
13F 13D/G Lead comparable stake: 5.6% 13D/G row: UBS Group AG Showing 1-6 of 15 holder rows.
Holder Evidence Ownership % Position 12M Net Δ As of
UBS Group AG
13F 13D/G
Company
13F 13D/G
5.6%
from 13D/G
$40,225,576
2,022,402 shares
 — 30 Sep 2025
DKM Wealth Management, Inc.
13F
Company
13F
2.9%
$18,717,948
941,073 shares
 — 30 Sep 2025
RAYMOND JAMES FINANCIAL INC
13F
Company
13F
2.6%
$16,528,726
831,007 shares
 — 30 Sep 2025
STIFEL FINANCIAL CORP
13F
Company
13F
2.2%
$14,016,387
704,696 shares
 — 30 Sep 2025
Advisors Asset Management, Inc.
13F
Company
13F
1.9%
$12,068,655
606,770 shares
 — 30 Sep 2025
MORGAN STANLEY
13F
Company
13F
1.5%
$9,832,620
494,349 shares
 — 30 Sep 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 Q4 2025

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
56
Shares
9,162,859
Rows available
56
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* 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 failed the local validity check.

Compare Q4 2025 vs Q3 2025 Across Filers

Q3 2025 holders
49
Q4 2025 holders
56
Holder diff
7
Investor Q3 2025 Shares Q4 2025 Shares Share Diff Share Chg % Q3 2025 value Q4 2025 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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