TBLDNasdaqFiscal year ends September 30
Thornburg Income Builder Opportunities Trust
$20.29−0.13 (-0.64%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
10M
Shares held, 13F filers
Institutional holders
56
5 new, 3 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
2 buys · 0 sales
Net bought $82.60K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| UBS Group AG | 1,803,654 | 5.60% | 13G (passive) | Sep 30, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of TBLD | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| UBS Group AG | 1,856,110 | – | $40.96M | +12,933 | 0.01% |
| DKM Wealth Management, Inc. | 957,773 | – | $21.14M | −6,800 | 13.82% |
| Stifel Financial Corp | 837,046 | – | $18.47M | +63,666 | 0.02% |
| Morgan Stanley | 771,895 | – | $17.04M | +49,696 | 0.00% |
| Atlas Wealth LLC | 710,893 | – | $15.69M | New | 2.24% |
| Raymond James Financial Inc | 705,598 | – | $15.57M | +78,689 | 0.00% |
| Advisors Asset Management, Inc. | 567,963 | – | $12.53M | −24,589 | 0.19% |
| Kera Capital Partners, Inc. | 481,195 | – | $10.62M | +27,853 | 1.02% |
| Royal Bank of Canada | 462,544 | – | $10.21M | +14,589 | 0.00% |
| Wells Fargo & Company/Mn | 427,434 | – | $9.43M | −56,375 | 0.00% |
| LPL Financial LLC | 325,663 | – | $7.19M | +21,935 | 0.00% |
| Rockefeller Capital Management L.P. | 161,091 | – | $3.56M | +4,043 | 0.01% |
| Sanctuary Advisors, LLC | 139,471 | – | $3.08M | +10,995 | 0.00% |
| Private Advisor Group, LLC | 121,022 | – | $2.67M | +5,248 | 0.01% |
| Wealth Enhancement Advisory Services, LLC | 120,616 | – | $2.64M | +47,400 | 0.00% |
| Hennion & Walsh Asset Management, Inc. | 104,913 | – | $2.32M | +2,563 | 0.07% |
| Thomas J. Herzfeld Advisors, Inc. | 80,479 | – | $1.78M | +10,977 | 0.55% |
| Alessandra Capital Management, LLC | 79,006 | – | $1.74M | −3,640 | 1.23% |
| Evolve Private Wealth, LLC | 77,958 | – | $1.72M | −5,892 | 0.11% |
| Invesco Ltd. | 77,632 | – | $1.71M | −1,656 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 56 | 10M | 5 / 27 | 15 / 3 | 1M | 0M |
| Q1 2026 | 54 | 9M | 6 / 23 | 18 / 6 | 1M | 1M |
| Q4 2025 | 56 | 9M | 12 / 28 | 11 / 4 | 1M | 1M |
| Q3 2025 | 49 | 9M | 5 / 28 | 11 / 3 | 1M | 1M |
| Q2 2025 | 47 | 8M | 9 / 22 | 9 / 5 | 1M | 1M |
| Q1 2025 | 43 | 8M | 4 / 17 | 14 / 13 | 0M | 1M |
| Q4 2024 | 52 | 8M | 15 / 21 | 12 / 2 | 3M | 0M |
| Q3 2024 | 42 | 7M | 3 / 18 | 17 / 11 | 1M | 1M |
| Q2 2024 | 50 | 7M | 10 / 21 | 16 / 8 | 2M | 1M |
| Q1 2024 | 48 | 7M | 14 / 18 | 9 / 10 | 1M | 1M |
| Q4 2023 | 44 | 7M | 9 / 17 | 13 / 5 | 1M | 1M |
| Q3 2023 | 40 | 6M | 4 / 23 | 10 / 3 | 1M | 0M |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Anne W. Kritzmire | Director | 5,345 | Sep 18, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Anne W. Kritzmire Director | Sep 16, 2026 | Buy | +300 | $20.78 | $6.23K | 5,345 |
| Anne W. Kritzmire – | Aug 5, 2026 | Buy | +3,440 | $22.20 | $76.37K | 4,840 |
| Anne W. Kritzmire – | Jul 18, 2024 | Buy | +1,000 | $16.40 | $16.40K | 1,400 |
| Brian W. Wixted – | Apr 23, 2024 | Buy | +1,620 | $15.50 | $25.11K | 1,620 |
| Anne W. Kritzmire – | Sep 18, 2023 | Buy | +400 | $14.96 | $5.98K | 400 |
| Jason H. Brady PRESIDENT | Dec 22, 2022 | Buy | +30,000 | $14.19 | $425.70K | 82,000 |
| Benjamin D. Kirby – | Nov 30, 2022 | Buy | +3,513 | $14.27 | $50.13K | 5,513 |
| Jason H. Brady President | Jan 5, 2022 | Buy | +47,000 | $18.83 | $885.01K | 52,000 |
| Jason H. Brady President | Jan 3, 2022 | Buy | +5,000 | $18.81 | $94.05K | 5,000 |
| Dina A. Tantra – | Dec 15, 2021 | Buy | +3,400 | $18.09 | $61.51K | 3,400 |
| Benjamin D. Kirby – | Dec 2, 2021 | Buy | +1,000 | $18.28 | $18.28K | 2,000 |
| Benjamin D. Kirby – | Jul 28, 2021 | Buy | +1,000 | $20.03 | $20.03K | 1,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.