THORNBURG INCOME BUILDER OPP (TBLD) Top Institutional Shareholders
THORNBURG INCOME BUILDER OPP (TBLD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $188.80M in TBLD holdings during the latest filing period.
Ubs Group Ag is currently the largest disclosed institutional shareholder of TBLD tracked by InsiderSet, reporting ownership valued at approximately $38.97M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $39.89M, representing an estimated gain of +2.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed TBLD value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Dkm Wealth Management, Inc., Stifel Financial Corp, and several other long-term asset managers with concentrated positions in THORNBURG INCOME BUILDER OPP (TBLD).
This page ranks the largest institutional TBLD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
54
Total Reported Value
$188.80M
Largest Holder
Ubs Group Ag
Largest Position
$38.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
60
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.01% | 1,843,177 | $38,973,977 | $39,886,350 | +$912,373 | +2.34% | |
| Dkm Wealth Management, Inc. | 14.71% | 964,573 | $20,395,989 | $20,873,360 | +$477,371 | +2.34% | |
| Stifel Financial Corp | 0.02% | 773,380 | $16,353,193 | $16,735,943 | +$382,750 | +2.34% | |
| Morgan Stanley | 0.00% | 722,199 | $15,270,970 | $15,628,386 | +$357,416 | +2.34% | |
| Raymond James Financial Inc | 0.00% | 626,909 | $13,256,048 | $13,566,311 | +$310,263 | +2.34% | |
| Advisors Asset Management, Inc. | 0.21% | 592,552 | $12,496,922 | $12,822,825 | +$325,903 | +2.61% | |
| Wells Fargo & Company/Mn | 0.00% | 483,809 | $10,230,206 | $10,469,627 | +$239,421 | +2.34% | |
| Kera Capital Partners, Inc. | 1.18% | 453,342 | $9,585,961 | $9,810,321 | +$224,360 | +2.34% | |
| Royal Bank Of Canada | 0.00% | 447,955 | $9,472,000 | $9,693,746 | +$221,746 | +2.34% | |
| Lpl Financial Llc | 0.00% | 303,728 | $6,422,366 | $6,572,674 | +$150,308 | +2.34% | |
| Alessandra Capital Management, Llc | 1.49% | 166,380 | $3,430,612 | $3,600,463 | +$169,851 | +4.95% | |
| Rockefeller Capital Management L.P. | 0.01% | 157,048 | $3,320,815 | $3,398,519 | +$77,704 | +2.34% | |
| Sanctuary Advisors, Llc | 0.01% | 128,476 | $2,716,646 | $2,780,221 | +$63,575 | +2.34% | |
| Private Advisor Group, Llc | 0.01% | 115,774 | $2,448,063 | $2,505,349 | +$57,286 | +2.34% | |
| Hennion & Walsh Asset Management, Inc. | 0.07% | 102,350 | $2,158,562 | $2,214,854 | +$56,292 | +2.61% | |
| Concurrent Investment Advisors, Llc | 0.02% | 92,046 | $1,946,314 | $1,991,875 | +$45,561 | +2.34% | |
| Evolve Private Wealth, Llc | 0.09% | 83,850 | $1,773,017 | $1,814,514 | +$41,497 | +2.34% | |
| Invesco Ltd. | 0.00% | 79,288 | $1,676,553 | $1,715,792 | +$39,239 | +2.34% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 73,216 | $1,555,840 | $1,584,394 | +$28,554 | +1.84% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.50% | 69,502 | $1,469,627 | $1,504,023 | +$34,396 | +2.34% | |
| D.A. Davidson & Co. | 0.01% | 69,175 | $1,462,726 | $1,496,947 | +$34,221 | +2.34% | |
| Kestra Advisory Services, Llc | 0.01% | 68,728 | $1,453,257 | $1,487,274 | +$34,017 | +2.34% | |
| Advisory Advocates, Llc | 0.58% | 55,820 | $1,152,938 | $1,207,945 | +$55,007 | +4.77% | |
| Pmg Family Office Llc | 1.13% | 47,680 | $1,008,198 | $1,031,795 | +$23,597 | +2.34% | |
| Dakota Wealth Management | 0.02% | 47,226 | $998,604 | $1,021,971 | +$23,367 | +2.34% | |
| Osaic Holdings, Inc. | 0.00% | 46,576 | $985,365 | $1,007,905 | +$22,540 | +2.29% | |
| Financial Management Network Inc | 0.15% | 44,171 | $965,585 | $955,860 | -$9,725 | -1.01% | |
| Closed-End Fund Advisors, Inc. | 0.77% | 35,863 | $758,327 | $776,075 | +$17,748 | +2.34% | |
| Wolverine Asset Management Llc | 0.01% | 28,663 | $606,082 | $620,267 | +$14,185 | +2.34% | |
| Oppenheimer & Co Inc | 0.01% | 28,165 | $595,552 | $609,491 | +$13,939 | +2.34% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 27,154 | $574,178 | $587,613 | +$13,435 | +2.34% | |
| Fifth Third Bancorp | 0.00% | 21,300 | $450,390 | $460,932 | +$10,542 | +2.34% | |
| Davenport & Co Llc | 0.00% | 18,250 | $385,899 | $394,930 | +$9,031 | +2.34% | |
| &Partners | 0.00% | 14,416 | $304,817 | $311,962 | +$7,145 | +2.34% | |
| Brown Advisory Inc | 0.00% | 13,720 | $289,355 | $296,901 | +$7,546 | +2.61% | |
| Hicks Capital Management Llc | 0.27% | 12,856 | $271,841 | $278,204 | +$6,363 | +2.34% | |
| Brown Brothers Harriman & Co | 0.00% | 12,023 | $253,565 | $260,178 | +$6,613 | +2.61% | |
| Lasalle St. Investment Advisors, Llc | 0.04% | 11,890 | $251,415 | $257,300 | +$5,885 | +2.34% | |
| Shaker Financial Services, Llc | 0.09% | 11,623 | $245,770 | $251,522 | +$5,752 | +2.34% | |
| Cetera Investment Advisers | 0.00% | 10,169 | $215,027 | $220,057 | +$5,030 | +2.34% | |
| Prosperity Consulting Group, Llc | 0.01% | 10,000 | $211,451 | $216,400 | +$4,949 | +2.34% | |
| Blue Bell Private Wealth Management, Llc | 0.03% | 9,204 | $194,620 | $199,175 | +$4,555 | +2.34% | |
| Webster Bank, N. A. | 0.01% | 3,000 | $63,435 | $64,920 | +$1,485 | +2.34% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 2,678 | $56,627 | $57,952 | +$1,325 | +2.34% | |
| Soa Wealth Advisors, Llc. | 0.01% | 1,705 | $36,054 | $36,896 | +$842 | +2.34% | |
| Newedge Advisors, Llc | 0.00% | 15,263 | $15,263 | $330,291 | +$315,028 | +2064.00% | |
| Clark Wealth Partners | 0.01% | 660 | $13,956 | $14,282 | +$326 | +2.34% | |
| Whittier Trust Co | 0.00% | 500 | $10,665 | $10,820 | +$155 | +1.45% | |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | 200 | $4,229 | $4,328 | +$99 | +2.34% | |
| Highline Wealth Partners Llc | 0.00% | 150 | $3,172 | $3,246 | +$74 | +2.33% |
Frequently asked questions about TBLD
Who owns the most TBLD stock?
The largest holders of TBLD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for THORNBURG INCOME BUILDER OPP (TBLD).
Is TBLD widely held by superinvestors?
Many widely followed stocks like TBLD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TBLD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.