Security key
885213108
Thornburg Income Builder Opportunities Trust - Common Shares (TBLD)
CUSIP: 885213108
Q3 2026 13F Holders as of 30 Sep 2026
- Security type / class
- Equity / Common Shares
- Total 13F shares
- 1,526,247
- Total 13F value
- $30,999,923
- Share change
- +202,793
- SEC-reported price per share
- $20.32
- Number of holders
- 8
- Value change
- +$4,122,305
- Number of buys
- 4
- Number of sells
- 3
- Shares outstanding
- 32,208,107
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2026
Institutions
8
Top holders
8
TBLD full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q2 2026
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
16 Sep 2026
13F
13D/G
3/4/5
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%
Anne W. Kritzmire
0.02%
DKM Wealth Management, Inc.
3%
STIFEL FINANCIAL CORP
2.6%
MORGAN STANLEY
2.4%
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
|
$40,964,348
1,856,110 shares
|
— | 30 Jun 2026 |
| Anne W. Kritzmire |
3/4/5
Director
|
0.02%
|
$111,069
5,345 shares
|
+$82,602 | 16 Sep 2026 |
| DKM Wealth Management, Inc. |
13F
Company
|
3%
|
$21,138,048
957,773 shares
|
— | 30 Jun 2026 |
| STIFEL FINANCIAL CORP |
13F
Company
|
2.6%
|
$18,473,568
837,046 shares
|
— | 30 Jun 2026 |
| MORGAN STANLEY |
13F
Company
|
2.4%
|
$17,035,741
771,895 shares
|
— | 30 Jun 2026 |
| Atlas Wealth LLC |
13F
Company
|
2.2%
|
$15,689,409
710,893 shares
|
— | 30 Jun 2026 |
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 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
8
Shares
1,526,247
Rows available
8
| 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 2026 vs Q2 2026 Across Filers
Q2 2026 holders
56
Q3 2026 holders
8
Holder diff
-48
| Investor | Q2 2026 Shares | Q3 2026 Shares | Share Diff | Share Chg % | Q2 2026 value | Q3 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend