Thornburg Income Builder Opportunities Trust (TBLD) — Institutional Holders, Q2 2026
56 institutional investment managers reported a TBLD position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $219.9M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
TBLD in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Atlas WealthNew · +710,893 sh+$15.7M
- RAYMOND JAMES FINANCIALAdded · +78,689 sh+$1.7M
- STIFEL FINANCIALAdded · +63,666 sh+$1.4M
- MORGAN STANLEYAdded · +49,696 sh+$1.1M
- WEALTH ENHANCEMENT ADVISORY SERVICESAdded · +47,400 sh+$1.0M
Biggest sellers
- WELLS FARGO & COMPANYTrimmed · -56,375 sh-$1.2M
- WOLVERINE ASSET MANAGEMENTSold out · -28,663 sh-$632.6K
- Advisors Asset ManagementTrimmed · -24,589 sh-$542.7K
- Concurrent Investment AdvisorsTrimmed · -20,506 sh-$452.6K
- Shaker Financial ServicesSold out · -11,623 sh-$256.5K
TBLD 13F holders ranked 1–56 of 56
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | UBS Group AG#1 · 1,856,110 sh | 1,856,110 | $41.0M | <0.01% | +0.7% |
| 2 | DKM Wealth Management#2 · 957,773 sh | 957,773 | $21.1M | — | -0.7% |
| 3 | STIFEL FINANCIAL#3 · 837,046 sh | 837,046 | $18.5M | 0.02% | +8.2% |
| 4 | MORGAN STANLEY#4 · 771,895 sh | 771,895 | $17.0M | <0.01% | +6.9% |
| 5 | Atlas Wealth#5 · 710,893 sh | 710,893 | $15.7M | 2.24% | New |
| 6 | RAYMOND JAMES FINANCIAL#6 · 705,598 sh | 705,598 | $15.6M | <0.01% | +12.6% |
| 7 | Advisors Asset Management#7 · 567,963 sh | 567,963 | $12.5M | 0.19% | -4.1% |
| 8 | Kera Capital Partners#8 · 481,195 sh | 481,195 | $10.6M | 1.02% | +6.1% |
| 9 | ROYAL BANK OF CANADA#9 · 462,544 sh | 462,544 | $10.2M | <0.01% | +3.3% |
| 10 | WELLS FARGO & COMPANY#10 · 427,434 sh | 427,434 | $9.4M | <0.01% | -11.7% |
| 11 | LPL Financial#11 · 325,663 sh | 325,663 | $7.2M | <0.01% | +7.2% |
| 12 | Rockefeller Capital Management L.P.#12 · 161,091 sh | 161,091 | $3.6M | <0.01% | +2.6% |
| 13 | Sanctuary Advisors#13 · 139,471 sh | 139,471 | $3.1M | 0.01% | +8.6% |
| 14 | Private Advisor Group#14 · 121,022 sh | 121,022 | $2.7M | 0.01% | +4.5% |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES#15 · 120,616 sh | 120,616 | $2.6M | — | +64.7% |
| 16 | Hennion & Walsh Asset Management#16 · 104,913 sh | 104,913 | $2.3M | — | +2.5% |
| 17 | Thomas J. Herzfeld Advisors#17 · 80,479 sh | 80,479 | $1.8M | 0.55% | +15.8% |
| 18 | Alessandra Capital Management#18 · 79,006 sh | 79,006 | $1.7M | 1.23% | -4.4% |
| 19 | EVOLVE PRIVATE WEALTH#19 · 77,958 sh | 77,958 | $1.7M | 0.11% | -7.0% |
| 20 | Invesco Ltd.#20 · 77,632 sh | 77,632 | $1.7M | <0.01% | -2.1% |
| 21 | Concurrent Investment Advisors#21 · 71,540 sh | 71,540 | $1.6M | — | -22.3% |
| 22 | Janney Montgomery Scott#22 · 69,629 sh | 69,629 | $1.5M | <0.01% | +14.1% |
| 23 | D.A. DAVIDSON#23 · 69,238 sh | 69,238 | $1.5M | <0.01% | +0.1% |
| 24 | Kestra Advisory Services#24 · 67,406 sh | 67,406 | $1.5M | <0.01% | -1.9% |
| 25 | OSAIC#25 · 56,219 sh | 56,219 | $1.2M | <0.01% | +20.7% |
| 26 | FINANCIAL MANAGEMENT NETWORK#26 · 48,377 sh | 48,377 | $1.1M | — | +9.5% |
| 27 | PMG Family Office#27 · 48,095 sh | 48,095 | $1.1M | — | +0.9% |
| 28 | Dakota Wealth Management#28 · 46,981 sh | 46,981 | $1.0M | 0.02% | -0.5% |
| 29 | WEDBUSH SECURITIES#29 · 42,539 sh | 42,539 | $939.0K | — | +6.1% |
| 30 | Cambridge Investment Research Advisors#30 · 38,344 sh | 38,344 | $846.0K | <0.01% | 0.0% |
| 31 | Advisory Advocates#31 · 34,470 sh | 34,470 | $760.8K | 0.65% | +16.4% |
| 32 | Closed-End Fund Advisors#32 · 34,337 sh | 34,337 | $757.8K | 0.74% | -4.3% |
| 33 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT#33 · 26,550 sh | 26,550 | $584.0K | — | -5.3% |
| 34 | Steward Partners Investment Advisory#34 · 24,919 sh | 24,919 | $550.0K | <0.01% | -8.2% |
| 35 | OPPENHEIMER#35 · 23,215 sh | 23,215 | $512.4K | — | -17.6% |
| 36 | FIFTH THIRD BANCORP#36 · 21,300 sh | 21,300 | $470.1K | <0.01% | 0.0% |
| 37 | DAVENPORT#37 · 19,635 sh | 19,635 | $433.3K | — | +7.6% |
| 38 | NewEdge Advisors#38 · 16,513 sh | 16,513 | $364.4K | <0.01% | +8.2% |
| 39 | BROWN ADVISORY#39 · 13,720 sh | 13,720 | $302.8K | <0.01% | 0.0% |
| 40 | HICKS CAPITAL MANAGEMENT#40 · 12,856 sh | 12,856 | $283.7K | — | 0.0% |
| 41 | Allegheny Financial Group LTD#41 · 12,546 sh | 12,546 | $276.9K | 0.03% | New |
| 42 | WILEY BROS.-AINTREE CAPITAL#42 · 12,520 sh | 12,520 | $276.3K | <0.01% | -13.2% |
| 43 | LaSalle St. Investment Advisors#43 · 12,205 sh | 12,205 | $269.4K | 0.03% | +2.6% |
| 44 | BROWN BROTHERS HARRIMAN#44 · 12,023 sh | 12,023 | $265.3K | <0.01% | 0.0% |
| 45 | Beacon Pointe Advisors#45 · 11,500 sh | 11,500 | $253.8K | <0.01% | New |
| 46 | Cetera Investment Advisers#46 · 11,045 sh | 11,045 | $243.8K | <0.01% | +8.6% |
| 47 | Prosperity Consulting Group#47 · 10,000 sh | 10,000 | $220.7K | <0.01% | 0.0% |
| 48 | TRUIST FINANCIAL#48 · 9,501 sh | 9,501 | $209.7K | <0.01% | New |
| 49 | BLUE BELL PRIVATE WEALTH MANAGEMENT#49 · 6,748 sh | 6,748 | $148.9K | 0.02% | -26.7% |
| 50 | US BANCORP \DE\#50 · 4,996 sh | 4,996 | $110.3K | <0.01% | New |
| 51 | WEBSTER BANK, N. A.#51 · 3,000 sh | 3,000 | $66.2K | <0.01% | 0.0% |
| 52 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#52 · 2,678 sh | 2,678 | $59.1K | 0.00% | 0.0% |
| 53 | SOA Wealth Advisors#53 · 1,729 sh | 1,729 | $38.2K | <0.01% | +1.4% |
| 54 | Clark Wealth Partners#54 · 660 sh | 660 | $14.6K | — | 0.0% |
| 55 | THURSTON, SPRINGER, MILLER, HERD & TITAK#55 · 600 sh | 600 | $13.2K | — | +200.0% |
| 56 | WHITTIER#56 · 500 sh | 500 | $11.1K | <0.01% | 0.0% |
Funds that sold out of TBLD in Q2 2026 (3)
Held TBLD at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| WOLVERINE ASSET MANAGEMENT28,663 sh | 28,663 | $606.1K |
| Shaker Financial Services11,623 sh | 11,623 | $245.8K |
| HIGHLINE WEALTH PARTNERS150 sh | 150 | $3.2K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.