TBLD
Thornburg Income Builder Opportunities Trust
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Thornburg Income Builder Opportunities Trust
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
No N-PORT holders.
Largest filed tie
0
filed ties
—
—
No thesis.
Thornburg Income Builder Opportunities Trust
20.41
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | UBS GroupUBS | $41.0M | 18.63% | +0.70% | |
| 2 | DKM Wealth ManagementDKM Wealth | $21.1M | 9.61% | −0.70% | |
| 3 | Stifel FinancialStifel Financial | $18.5M | 8.40% | +8.23% | |
| 4 | Morgan StanleyMorgan Stanley | $17.0M | 7.75% | +6.88% | |
| 5 | Atlas WealthAtlas Wealth | $15.7M | 7.14% | new | |
| 6 | Raymond James FinancialRaymond James Financial | $15.6M | 7.08% | +12.55% | |
| 7 | Advisors Asset ManagementAdvisors | $12.5M | 5.70% | −4.15% | |
| 8 | Kera Capital PartnersKera Capital Partners | $10.6M | 4.83% | +6.14% | |
| 9 | Royal Bank of CanadaRoyal Bank of Canada | $10.2M | 4.64% | +3.26% | |
| 10 | Wells FargoWells Fargo | $9.4M | 4.29% | −11.65% | |
| 11 | LPL FinancialLPL Financial | $7.2M | 3.27% | +7.22% | |
| 12 | Rockefeller Capital ManagementRockefeller | $3.6M | 1.62% | +2.57% | |
| 13 | Sanctuary AdvisorsSanctuary | $3.1M | 1.40% | +8.56% | |
| 14 | Private Advisor GroupPrivate Advisor | $2.7M | 1.21% | +4.53% | |
| 15 | Wealth Enhancement Advisory ServicesWealth Enhancement Advisory Services | $2.6M | 1.20% | +64.74% | |
| 16 | Hennion & Walsh Asset ManagementHennion & Walsh | $2.3M | 1.05% | +2.50% | |
| 17 | Thomas J. Herzfeld AdvisorsThomas J. Herzfeld | $1.8M | 0.81% | +15.79% | |
| 18 | Alessandra Capital ManagementAlessandra | $1.7M | 0.79% | −4.40% | |
| 19 | Evolve Private WealthEvolve Private Wealth | $1.7M | 0.78% | −7.03% | |
| 20 | InvescoInvesco | $1.7M | 0.78% | −2.09% | |
| 21 | Concurrent Investment AdvisorsConcurrent Investment | $1.6M | 0.72% | −22.28% | |
| 22 | Janney Montgomery ScottJanney Montgomery Scott | $1.5M | 0.70% | +14.13% | |
| 23 | D.A. DavidsonD.A. Davidson | $1.5M | 0.69% | +0.09% | |
| 24 | Kestra Advisory ServicesKestra Advisory Services | $1.5M | 0.68% | −1.92% | |
| 25 | Advisor Group HoldingsAdvisor | $1.2M | 0.56% | +20.70% |
56 managers report $219.9M of Thornburg Income Builder Opportunities Trust on form 13F for the quarter ended Jun 30 '26. 11 of them hold 80% of it; UBS is largest at 18.63%.
Expected move
No implied move.