TBLD

Thornburg Income Builder Opportunities Trust

49 hedge funds and large institutions have $173M invested in Thornburg Income Builder Opportunities Trust in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
26
Wedbush Securities
California
$764K
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$672K
Osaic Holdings
28
Osaic Holdings
Arizona
$585K
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$482K
Comerica Bank
30
Comerica Bank
Texas
$469K
HAIM
31
Hunter Associates Investment Management
Pennsylvania
$458K
SPIA
32
Steward Partners Investment Advisory
New York
$427K
NA
33
NewEdge Advisors
Louisiana
$341K
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$309K
VF
35
Virtu Financial
New York
$294K
Calamos Advisors
36
Calamos Advisors
Illinois
$273K
Brown Advisory
37
Brown Advisory
Maryland
$273K
Bank of America
38
Bank of America
North Carolina
$268K
HCM
39
Hicks Capital Management
Ohio
$256K
BBHC
40
Brown Brothers Harriman & Co
New York
$239K
SOS
41
Silver Oak Securities
Tennessee
$236K
P
42
&Partners
Tennessee
$230K
LSIA
43
LaSalle St. Investment Advisors
Illinois
$229K
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$207K
PCG
45
Prosperity Consulting Group
Maryland
$199K
SWA
46
SOA Wealth Advisors
New York
$32.9K
NFSG
47
Newbridge Financial Services Group
Florida
$19.9K
TSMHT
48
Thurston Springer Miller Herd & Titak
Indiana
$3.98K
GRP
49
Global Retirement Partners
California
$3K
KWM
50
Kingsview Wealth Management
Oregon