TBLD

Thornburg Income Builder Opportunities Trust
TBLD

Overview Fund Activity

46 hedge funds and large institutions have $155M invested in Thornburg Income Builder Opportunities Trust in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
20
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$14.2M
2
AAM
2
Advisors Asset Management
Colorado
$11.1M
3
Raymond James Financial
3
Raymond James Financial
Florida
$16.2M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$1.04M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$755K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$0
2
Wells Fargo
2
Wells Fargo
California
$6.67M
3
DWM
3
DKM Wealth Management
California
$18.7M
4
RCM
4
Rivernorth Capital Management
Florida
$0
5
XT
5
XTX Topco
Cayman Islands
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
26
Concurrent Investment Advisors
Florida
$408K 20,791 +20,791 New
Osaic Holdings
27
Osaic Holdings
Arizona
$407K 25,014 -1,127 -4%
HAIM
28
Hunter Associates Investment Management
Pennsylvania
$402K 20,500 – –
SPIA
29
Steward Partners Investment Advisory
New York
$381K 19,443 +8,455 +77%
NA
30
NewEdge Advisors
Louisiana
$319K 16,253 +1,500 +10%
KWM
31
Kingsview Wealth Management
Oregon
$313K 15,965 +15,965 New
Brown Advisory
32
Brown Advisory
Maryland
$269K 13,720 – –
BBHC
33
Brown Brothers Harriman & Co
New York
$236K 12,023 +12,023 New
SOS
34
Silver Oak Securities
Tennessee
$233K 11,885 – –
HCM
35
Hicks Capital Management
Ohio
$233K 11,856 – –
P
36
&Partners
Tennessee
$226K 11,538 +1 +0%
Calamos Advisors
37
Calamos Advisors
Illinois
$221K 11,278 -980 -8%
PCG
38
Prosperity Consulting Group
Maryland
$196K 10,000 – –
Comerica Bank
39
Comerica Bank
Texas
$122K 6,200 – –
Bank of America
40
Bank of America
North Carolina
$120K 6,109 +6,109 New
SWA
41
SOA Wealth Advisors
New York
$32K 1,629 +9 +0.6%
TSMHT
42
Thurston Springer Miller Herd & Titak
Indiana
$24.5K 1,250 +1,000 +400%
NFSG
43
Newbridge Financial Services Group
Florida
$19.6K 1,000 +1,000 New
GRP
44
Global Retirement Partners
California
$13.7K 697 +697 New
BTI
45
Blue Trust Inc
Georgia
$9.81K 500 +500 New
SCM
46
Saba Capital Management
New York
– – -550,494 Closed
RCM
47
Rivernorth Capital Management
Florida
– – -13,620 Closed
XT
48
XTX Topco
Cayman Islands
– – -13,348 Closed
AF
49
Allworth Financial
California
– – -1,500 Closed
CW
50
Curio Wealth
Maryland
– – -1 Closed
1
2
3