Funds holding Thornburg Income Builder Opportunities Trust
ISIN US8852131080 · United States · LEI 5493002O2SJJPEDP7413
- Fund holders
- 0
No tracked fund declares this company in its latest report.
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 2 | 0 | 147 | -31.3 % |
| 2026Q1 | 2 | 0 | 214 | -99.2 % |
| 2025Q3 | 2 | -1 | 26,782 | -32.1 % |
| 2025Q2 | 3 | 0 | 39,422 | -3.6 % |
| 2025Q1 | 3 | +1 | 40,892 | +25.9 % |
| 2024Q4 | 2 | 0 | 32,468 | -7.7 % |
| 2024Q3 | 2 | +1 | 35,185 | +439,712.5 % |
| 2024Q1 | 1 | -1 | 8 | -100.0 % |
| 2023Q4 | 2 | 538,987 |
Institutional managers
54 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| UBS Group AG | 1,843,177 | 39M $ | as of Mar 31, 2026 |
| DKM Wealth Management, Inc. | 964,573 | 20.4M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 773,380 | 16.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 722,199 | 15.3M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 626,909 | 13.3M $ | as of Mar 31, 2026 |
| Advisors Asset Management, Inc. | 592,552 | 12.5M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 483,809 | 10.2M $ | as of Mar 31, 2026 |
| Kera Capital Partners, Inc. | 453,342 | 9.6M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 447,955 | 9.5M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 303,728 | 6.4M $ | as of Mar 31, 2026 |
| Rockefeller Capital Management L.P. | 157,048 | 3.3M $ | as of Mar 31, 2026 |
| Sanctuary Advisors, LLC | 128,476 | 2.7M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 115,774 | 2.4M $ | as of Mar 31, 2026 |
| Hennion & Walsh Asset Management, Inc. | 102,350 | 2.2M $ | as of Mar 31, 2026 |
| Concurrent Investment Advisors, LLC | 92,046 | 1.9M $ | as of Mar 31, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | 83,850 | 1.8M $ | as of Mar 31, 2026 |
| Alessandra Capital Management, LLC | 82,646 | 1.7M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 79,288 | 1.7M $ | as of Mar 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 73,216 | 1.6M $ | as of Mar 31, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | 69,502 | 1.5M $ | as of Mar 31, 2026 |
| D.A. DAVIDSON & CO. | 69,175 | 1.5M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 68,728 | 1.5M $ | as of Mar 31, 2026 |
| Janney Montgomery Scott LLC | 61,007 | 1.3K $ | as of Mar 31, 2026 |
| PMG Family Office LLC | 47,680 | 1M $ | as of Mar 31, 2026 |
| Dakota Wealth Management | 47,226 | 998.6K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Thornburg Income Builder Opportunities Trust". https://titelia.com/en/stocks/thornburg-income-builder-opportunities-trust-US8852131080