Who Owns TBLD?
Thornburg Income Builder Opportunities Trust — Institutional Ownership & 13F Holdings
$21.79
-0.49 (-2.21%)
Market Cap
$699.1M
Shares Outstanding
31,081,886
Institutional Holders
42
Total Inst. Value
$139.0M
% of Float Held
24.9%
QoQ Holder Change
+8
Institutional data as of Q1 2025
New Positions
6
Closed Positions
15
Increased
16
Decreased
13
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | UBS Group AG | $36.7M | 2,046,560 |
| 2 | DKM Wealth Management, Inc. | $17.5M | 974,543 |
| 3 | RAYMOND JAMES FINANCIAL INC | $13.6M | 760,837 |
| 4 | STIFEL FINANCIAL CORP | $10.9M | 610,211 |
| 5 | Saba Capital Management, L.P. | $9.9M | 550,494 |
| 6 | Advisors Asset Management, Inc. | $9.0M | 500,072 |
| 7 | WELLS FARGO & COMPANY/MN | $7.2M | 403,140 |
| 8 | MORGAN STANLEY | $7.1M | 394,234 |
| 9 | ROYAL BANK OF CANADA | $6.1M | 340,717 |
| 10 | Thomas J. Herzfeld Advisors, Inc. | $3.3M | 183,561 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| UBS Group AG | +14K | $36.7M |
| RAYMOND JAMES FINANCIAL INC | +63K | $13.6M |
| STIFEL FINANCIAL CORP | +35K | $10.9M |
| WELLS FARGO & COMPANY/MN | +118K | $7.2M |
| MORGAN STANLEY | +22K | $7.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Saba Capital Management, L.P. | -155K | $9.9M |
| Advisors Asset Management, Inc. | -42K | $9.0M |
| Invesco Ltd. | -21K | $1.3M |
| WEDBUSH SECURITIES INC | -5K | $666 |
| DKM Wealth Management, Inc. | -3K | $17.5M |
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Frequently Asked Questions
How many institutional investors hold TBLD?
As of Q1 2025, 42 institutional investors report holding TBLD (Thornburg Income Builder Opportunities Trust) in their 13F filings.
What percentage of Thornburg Income Builder Opportunities Trust is owned by institutions?
Institutional investors hold approximately 24.9% of Thornburg Income Builder Opportunities Trust's float as reported in SEC 13F filings.
Which hedge fund owns the most TBLD?
The largest institutional holder of TBLD is UBS Group AG with $36.7M in shares.
Are institutions buying or selling TBLD?
This quarter, 6 institutions opened new positions in TBLD and 15 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.