| 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 Dec 2025, 54 institutional investors reported holding 9,052,925 shares of Thornburg Income Builder Opportunities Trust - Common Shares (TBLD). This represents 28% of the company’s total 32,208,107 outstanding shares.
The largest institutional shareholders of Thornburg Income Builder Opportunities Trust - Common Shares (TBLD) together control 26% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| UBS Group AG | 5.5% | 1,786,490 | -12% | 0.01% | $35,908,449 |
| DKM Wealth Management, Inc. | 3% | 952,992 | +1.3% | 14% | $19,155,144 |
| STIFEL FINANCIAL CORP | 2.2% | 721,378 | +2.4% | 0.01% | $14,499,610 |
| RAYMOND JAMES FINANCIAL INC | 2.2% | 697,456 | -16% | 0% | $14,018,864 |
| Advisors Asset Management, Inc. | 2.1% | 675,405 | +11% | 0.23% | $13,575,641 |
| MORGAN STANLEY | 1.8% | 586,826 | +19% | 0% | $11,795,203 |
| ROYAL BANK OF CANADA | 1.5% | 491,279 | +10% | 0% | $9,875,000 |
| Kera Capital Partners, Inc. | 1.4% | 434,901 | +8.3% | 1.1% | $9,215,545 |
| WELLS FARGO & COMPANY/MN | 1.3% | 410,408 | +7.3% | 0% | $8,249,208 |
| LPL Financial LLC | 0.81% | 260,739 | +19% | 0% | $5,240,861 |
| Thomas J. Herzfeld Advisors, Inc. | 0.72% | 231,757 | +1.7% | 1.6% | $4,658,316 |
| Rockefeller Capital Management L.P. | 0.49% | 157,334 | +11% | 0.01% | $3,162,420 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.48% | 154,775 | +29% | 0% | $3,131,872 |
| Private Advisor Group, LLC | 0.38% | 121,836 | +0.63% | 0.01% | $2,448,912 |
| Kestra Advisory Services, LLC | 0.28% | 91,398 | +0.66% | 0.01% | $1,837,090 |
| Sanctuary Advisors, LLC | 0.27% | 85,578 | -1.5% | 0.01% | $1,720,124 |
| Hennion & Walsh Asset Management, Inc. | 0.26% | 84,503 | +58% | 0.06% | $1,698,510 |
| Concurrent Investment Advisors, LLC | 0.26% | 84,238 | +15% | 0.02% | $1,693,176 |
| EVOLVE PRIVATE WEALTH, LLC | 0.26% | 83,818 | 0% | 0.1% | $1,693,473 |
| WOLVERINE ASSET MANAGEMENT LLC | 0.22% | 69,875 | 0.02% | $1,404,488 | |
| D.A. DAVIDSON & CO. | 0.21% | 68,934 | +6% | 0.01% | $1,385,578 |
| Invesco Ltd. | 0.21% | 67,054 | +0.83% | 0% | $1,347,785 |
| Janney Montgomery Scott LLC | 0.2% | 63,633 | -5.4% | 0% | $1,279,000 |
| Shaker Financial Services, LLC | 0.17% | 54,866 | 0.35% | $1,108,524 | |
| Dakota Wealth Management | 0.15% | 49,748 | 0.02% | $999,936 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 9,052,925 | $182,474,963 | +$5,480,548 | $20.10 | 54 |
| 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 |