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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
UBS Group
1
UBS Group
Switzerland
$39M +$1.21M +56,687 +3%
DWM
2
DKM Wealth Management
California
$20.4M +$247K +11,581 +1%
Stifel Financial
3
Stifel Financial
Missouri
$16.4M +$1.11M +52,002 +7%
Morgan Stanley
4
Morgan Stanley
New York
$15.3M +$2.88M +135,372 +23%
Raymond James Financial
5
Raymond James Financial
Florida
$13.3M -$1.5M -70,547 -10%
AAM
6
Advisors Asset Management
Colorado
$12.5M -$1.77M -82,853 -12%
Wells Fargo
7
Wells Fargo
California
$10.2M +$1.56M +73,401 +18%
KCP
8
Kera Capital Partners
California
$9.59M +$393K +18,441 +4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.47M -$923K -43,324 -9%
LPL Financial
10
LPL Financial
California
$6.42M +$916K +42,989 +16%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$3.32M -$6.09K -286 -0.2%
SA
12
Sanctuary Advisors
Indiana
$2.72M +$914K +42,898 +50%
PAG
13
Private Advisor Group
New Jersey
$2.45M -$129K -6,062 -5%
HWAM
14
Hennion & Walsh Asset Management
New Jersey
$2.16M +$380K +17,847 +21%
CIA
15
Concurrent Investment Advisors
Florida
$1.95M +$166K +7,808 +9%
EPW
16
Evolve Private Wealth
California
$1.77M +$682 +32 +0%
ACM
17
Alessandra Capital Management
California
$1.75M -$23.2K -1,088 -1%
Invesco
18
Invesco
Georgia
$1.68M +$261K +12,234 +18%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$1.56M -$1.74M -81,559 -53%
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$1.47M -$3.46M -162,255 -70%
DADC
21
D.A. Davidson & Co
Montana
$1.46M +$5.13K +241 +0.3%
KAS
22
Kestra Advisory Services
Texas
$1.45M -$483K -22,670 -25%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.29M -$55.9K -2,626 -4%
PFO
24
PMG Family Office
Texas
$1.01M +$2.34K +110 +0.2%
DWM
25
Dakota Wealth Management
Florida
$999K -$53.7K -2,522 -5%
1
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TBLD Hedge Fund Activity: Q1 2026 in Review

54 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Thornburg Income Builder Opportunities Trust (TBLD) for Q1 2026, worth a combined $190M — up 3.1% from $185M a quarter earlier.

Fund positioning in TBLD was balanced in Q1 2026: 6 funds opened new positions, 6 closed out, 23 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.88M. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $3.46M.

  • 54 institutional investors held Thornburg Income Builder Opportunities Trust (TBLD) as of Q1 2026, down from 56 in Q4 2025.
  • Funds reported $190M of Thornburg Income Builder Opportunities Trust stock for Q1 2026, up 3.1% quarter-over-quarter.
  • 6 funds opened new Thornburg Income Builder Opportunities Trust positions in Q1 2026 and 6 closed out, a net change of 0 holders.
  • The largest Thornburg Income Builder Opportunities Trust buyer in Q1 2026 was Morgan Stanley, an estimated $2.88M added.
  • The largest Thornburg Income Builder Opportunities Trust seller in Q1 2026 was Thomas J. Herzfeld Advisors, an estimated $3.46M sold.

Based on aggregated 13F filings for Q1 2026.