Funds holding Thornburg Income Builder Opportunities Trust
2 funds declare a position · 0 ETFs and 2 other funds · 3.1K $ · US8852131080
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Multi-Hedge Strategies Fund Rydex Variable Trust | 107 | 2.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 2 | Guggenheim Multi-Hedge Strategies Fund Rydex Series Funds | 40 | 843.6 $ | 0.01 % | as of Mar 31, 2026 · Original filing |
Institutional managers
54 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| 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 |
| PMG Family Office LLC | 47,680 | 1M $ | as of Mar 31, 2026 |
| Dakota Wealth Management | 47,226 | 998.6K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 46,576 | 985.4K $ | as of Mar 31, 2026 |