We are live on ! Find out more
TBLD

Thornburg Income Builder Opportunities Trust
TBLD

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: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

4% less funds holding

Funds holding: 56 → 54 (-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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.88M
2
Wells Fargo
Wells Fargo
California
+$1.56M
3
UBS Group
UBS Group
Switzerland
+$1.21M
4
Stifel Financial
Stifel Financial
Missouri
+$1.11M
5
LPL Financial
LPL Financial
California
+$916K

Top Sellers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
-$3.46M
2
AAM
Advisors Asset Management
Colorado
-$1.77M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.74M
4
Raymond James Financial
Raymond James Financial
Florida
-$1.5M
5
RAM
Readystate Asset Management
Illinois
-$955K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
51
Clark Wealth Partners
Illinois
$14K +$14.1K +660 New
WT
52
Whittier Trust
California
$10.7K – – –
TSMHT
53
Thurston Springer Miller Herd & Titak
Indiana
$4.23K -$5.33K -250 -56%
HWP
54
Highline Wealth Partners
California
$3.17K +$3.2K +150 New
RAM
55
Readystate Asset Management
Illinois
– -$955K -47,524 Closed
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
– -$411K -20,440 Closed
KWM
57
KW Wealth Management
California
– -$283K -14,058 Closed
Bank of America
58
Bank of America
North Carolina
– -$269K -13,407 Closed
SOS
59
Silver Oak Securities
Tennessee
– -$202K -10,060 Closed
PWPS
60
Pinnacle Wealth Planning Services
Ohio
– -$181 -9 Closed
1 2
3