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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

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

3% more capital invested

Capital invested by funds: $185M → $190M (+$5.75M)

0.41% more ownership

Funds ownership: 28.56%28.97% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

4% less funds holding

Funds holding: 5654 (-2)

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
23
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$985K +$172K +8,065 +21%
FMN
27
Financial Management Network
California
$966K +$2.98K +140 +0.3%
WS
28
Wedbush Securities
California
$848K +$2.51K +118 +0.3%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$811K +$97K +4,553 +13%
CEFA
30
Closed-End Fund Advisors
Virginia
$758K -$67.4K -3,164 -8%
AA
31
Advisory Advocates
Michigan
$626K +$72.9K +3,420 +13%
WAM
32
Wolverine Asset Management
Illinois
$606K -$878K -41,212 -59%
OC
33
Oppenheimer & Co
New York
$596K -$166K -7,814 -22%
HAIM
34
Hunter Associates Investment Management
Pennsylvania
$591K +$4.26K +200 +0.7%
SPIA
35
Steward Partners Investment Advisory
New York
$574K +$104K +4,904 +22%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$450K +$454K +21,300 New
DC
37
Davenport & Co
Virginia
$386K +$389K +18,250 New
NA
38
NewEdge Advisors
Louisiana
$323K -$6.39K -300 -2%
P
39
&Partners
Tennessee
$305K +$61.1K +2,870 +25%
Brown Advisory
40
Brown Advisory
Maryland
$289K
HCM
41
Hicks Capital Management
Ohio
$272K
BBHC
42
Brown Brothers Harriman & Co
New York
$254K
LSIA
43
LaSalle St. Investment Advisors
Illinois
$251K
SFS
44
Shaker Financial Services
Virginia
$246K -$921K -43,243 -79%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$215K +$217K +10,169 New
PCG
46
Prosperity Consulting Group
Maryland
$211K
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$195K -$89.3K -4,192 -31%
WB
48
Webster Bank
Connecticut
$63.4K
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$56.6K +$57.1K +2,678 New
SWA
50
SOA Wealth Advisors
New York
$36.1K +$511 +24 +1%