Thornburg Income Builder Opportunities Trust(TBLD)— Stock Profile, AI Score & Financials

Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings.

Thornburg Income Builder Opportunities Trust (TBLD) stock profile, AI quality score, and SEC EDGAR financial data. TBLD is not currently included in 13F Pro's AI-ranked quality universe — this company has no xbrl financial filings on file with sec edgar. common for adrs, recent ipos, otc-listed names, and foreign filers that haven't filed 20-f yet. Top institutional holders of TBLD by reported 13-F value include UBS Group AG, DKM Wealth Management, STIFEL FINANCIAL, based on the most recent SEC filings. TBLD trades on the Nasdaq exchange and files with the SEC under CIK 1820378. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate TBLD daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Thornburg Income Builder Opportunities Trust directly from SEC EDGAR.

Institutions holding TBLD

Institutional investors reporting a position in Thornburg Income Builder Opportunities Trust on SEC Form 13F.
InstitutionSharesValueReported
UBS Group AG1,856,110$41.0M2026-06-30
DKM Wealth Management957,773$21.1M2026-06-30
STIFEL FINANCIAL837,046$18.5M2026-06-30
MORGAN STANLEY771,895$17.0M2026-06-30
Atlas Wealth710,893$15.7M2026-06-30
RAYMOND JAMES FINANCIAL705,598$15.6M2026-06-30
Advisors Asset Management567,963$12.5M2026-06-30
Kera Capital Partners481,195$10.6M2026-06-30
ROYAL BANK OF CANADA462,544$10.2M2026-06-30
WELLS FARGO & COMPANY427,434$9.4M2026-06-30
SEC EDGAR: CIK 1820378 →
TBLD

Thornburg Income Builder Opportunities Trust

TBLD
NasdaqSmall Cap

13F Pro Quality Score

Not in ranked universe

No SEC XBRL data

This company has no XBRL financial filings on file with SEC EDGAR. Common for ADRs, recent IPOs, OTC-listed names, and foreign filers that haven't filed 20-F yet.

Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.

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Top Institutional Holders

as of Q2 2026
$219.89M total
UBS Group AG
$40.96M+0.7%
DKM Wealth Management, Inc.
$21.14M-0.7%
STIFEL FINANCIAL CORP
$18.47M+8.2%
MORGAN STANLEY
$17.04M+6.9%
Atlas Wealth LLC
$15.69MNew
RAYMOND JAMES FINANCIAL INC
$15.57M+12.6%
Advisors Asset Management, Inc.
$12.53M-4.1%
Kera Capital Partners, Inc.
$10.62M+6.1%
ROYAL BANK OF CANADA
$10.21M+3.3%
WELLS FARGO & COMPANY/MN
$9.43M-11.7%
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