TBLD

Thornburg Income Builder Opportunities Trust

54 hedge funds and large institutions have $190M invested in Thornburg Income Builder Opportunities Trust in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
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
Osaic Holdings
26
Osaic Holdings
Arizona
$985K
FMN
27
Financial Management Network
California
$966K
WS
28
Wedbush Securities
California
$848K
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$811K
CEFA
30
Closed-End Fund Advisors
Virginia
$758K
AA
31
Advisory Advocates
Michigan
$626K
WAM
32
Wolverine Asset Management
Illinois
$606K
OC
33
Oppenheimer & Co
New York
$596K
HAIM
34
Hunter Associates Investment Management
Pennsylvania
$591K
SPIA
35
Steward Partners Investment Advisory
New York
$574K
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$450K
DC
37
Davenport & Co
Virginia
$386K
P
38
&Partners
Tennessee
$305K
Brown Advisory
39
Brown Advisory
Maryland
$289K
HCM
40
Hicks Capital Management
Ohio
$272K
BBHC
41
Brown Brothers Harriman & Co
New York
$254K
LSIA
42
LaSalle St. Investment Advisors
Illinois
$251K
SFS
43
Shaker Financial Services
Virginia
$246K
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$215K
PCG
45
Prosperity Consulting Group
Maryland
$211K
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$195K
WB
47
Webster Bank
Connecticut
$63.4K
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$56.6K
SWA
49
SOA Wealth Advisors
New York
$36.1K
NA
50
NewEdge Advisors
Louisiana
$15.3K