TBLD

Thornburg Income Builder Opportunities Trust
$21.09-0.41 (-1.93%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.7864909529927212e+245B

Total Value

$3.590819155140001e+163T

% of Float

5.568780485425312e+248%

Price History

$16.09$17.73$19.36$20.99$22.63Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1UBS Group AG1,786,490$35.9M0.01%Share
2DKM Wealth Management, Inc.952,992$19.2M14.29%Share
3STIFEL FINANCIAL CORP721,378$14.0M0.01%Share
4Advisors Asset Management, Inc.675,405$13.0M0.22%Share
5RAYMOND JAMES FINANCIAL INC560,301$11.0M0.00%Share
6MORGAN STANLEY586,826$11.0M0.00%Share
7Kera Capital Partners, Inc.434,901$9.2M1.14%Share
8ROYAL BANK OF CANADA485,805$9.0M0.00%Share
9LPL Financial LLC260,739$5.0M0.00%Share
10Thomas J. Herzfeld Advisors, Inc.231,757$4.7M1.58%Share
11WELLS FARGO & COMPANY/MN218,340$4.0M0.00%Share
12WEALTH ENHANCEMENT ADVISORY SERVICES, LLC154,775$3.1M0.00%Share
13Rockefeller Capital Management L.P.157,334$3.0M0.01%Share
14WELLS FARGO & COMPANY/MN191,986$3.0M0.00%Share
15Private Advisor Group, LLC121,836$2.0M0.01%Share
16RAYMOND JAMES FINANCIAL INC125,559$2.0M0.00%Share
17Sanctuary Advisors, LLC85,578$1.7M0.01%Share
18Sanctuary Advisors, LLC87,518$1.7M0.01%Share
19Hennion & Walsh Asset Management, Inc.84,503$1.7M0.06%Share
20Concurrent Investment Advisors, LLC84,238$1.7M0.02%Share
21Sanctuary Advisors, LLC83,883$1.5M0.01%Share
22Sanctuary Advisors, LLC83,883$1.5M0.01%Share
23WOLVERINE ASSET MANAGEMENT LLC69,875$1.4M0.01%Share
24D.A. DAVIDSON & CO.68,934$1.4M0.01%Share
25Invesco Ltd.67,054$1.3M0.00%Share
26Shaker Financial Services, LLC54,866$1.1M0.35%Share
27EVOLVE PRIVATE WEALTH, LLC83,818$1.0M0.06%Share
28Kestra Advisory Services, LLC91,398$1.0M0.00%Share
29Janney Montgomery Scott LLC63,633$1.0M0.00%Share
30Dakota Wealth Management49,748$999K0.02%Share
31PMG Family Office LLC47,570$956K1.10%Share
32READYSTATE ASSET MANAGEMENT LP47,524$955K0.04%Share
33FINANCIAL MANAGEMENT NETWORK INC44,031$888K0.14%Share
34Closed-End Fund Advisors, Inc.39,027$784K0.46%Share
35OPPENHEIMER & CO INC35,979$723K0.01%Share
36HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC27,831$559K0.07%Share
37COMERICA BANK21,200$426K0.00%Share
38BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC13,396$269K0.04%Share
39HICKS CAPITAL MANAGEMENT LLC12,856$258K0.26%Share
40LaSalle St. Investment Advisors, LLC11,890$238K0.04%Share
41SILVER OAK SECURITIES, INCORPORATED10,060$202K0.01%Share
42Prosperity Consulting Group, LLC10,000$201K0.01%Share
43WEBSTER BANK, N. A.3,000$60K0.01%Share
44COMERICA BANK3,000$60K0.00%Share
45SOA Wealth Advisors, LLC.1,681$33K0.01%Share
46WHITTIER TRUST CO500$10K0.00%Share
47THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.250$5K0.00%Share
48THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.200$4K0.00%Share
49WELLS FARGO & COMPANY/MN82$00.00%Share
50BROWN BROTHERS HARRIMAN & CO12,023$00.00%Share