TBLD Institutional Ownership & Shareholders
THORNBURG INCOME BUILDER OPP (TBLD) is currently held by 57 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $208.81M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ubs Group Ag is currently the largest disclosed institutional shareholder of TBLD tracked by InsiderSet, reporting ownership valued at approximately $40.96M in its June 30, 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 $37.94M, representing an estimated loss of -7.39% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% 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
57
Total Reported Value
$208.81M
Largest Holder
Ubs Group Ag
Largest Position
$40.96M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
66
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% | 1,856,110 | $40,964,348 | $37,938,888 | -$3,025,460 | -7.39% | |
| Dkm Wealth Management, Inc. | 12.53% | 973,499 | $19,781,509 | $19,898,320 | +$116,811 | +0.59% | |
| Stifel Financial Corp | 0.02% | 837,046 | $18,473,568 | $17,109,220 | -$1,364,348 | -7.39% | |
| Morgan Stanley | 0.00% | 771,895 | $17,035,741 | $15,777,534 | -$1,258,207 | -7.39% | |
| Atlas Wealth Llc | 2.24% | 710,893 | $15,689,409 | $14,530,653 | -$1,158,756 | -7.39% | |
| Raymond James Financial Inc | 0.00% | 705,598 | $15,572,556 | $14,422,423 | -$1,150,133 | -7.39% | |
| Kera Capital Partners, Inc. | 1.02% | 481,195 | $10,619,978 | $9,835,626 | -$784,352 | -7.39% | |
| Royal Bank Of Canada | 0.00% | 462,544 | $10,208,000 | $9,454,399 | -$753,601 | -7.38% | |
| Wells Fargo & Company/Mn | 0.00% | 427,434 | $9,433,461 | $8,736,751 | -$696,710 | -7.39% | |
| Lpl Financial Llc | 0.00% | 325,663 | $7,187,374 | $6,656,552 | -$530,822 | -7.39% | |
| Shaker Financial Services, Llc | 1.43% | 213,332 | $4,334,907 | $4,360,506 | +$25,599 | +0.59% | |
| Rockefeller Capital Management L.P. | 0.01% | 161,091 | $3,555,298 | $3,292,700 | -$262,598 | -7.39% | |
| Sanctuary Advisors, Llc | 0.01% | 139,471 | $3,078,132 | $2,850,787 | -$227,345 | -7.39% | |
| Private Advisor Group, Llc | 0.01% | 121,022 | $2,670,958 | $2,473,690 | -$197,268 | -7.39% | |
| Wolverine Asset Management Llc | 0.02% | 107,867 | $2,191,857 | $2,204,801 | +$12,944 | +0.59% | |
| Hennion & Walsh Asset Management, Inc. | 0.06% | 104,695 | $2,127,402 | $2,139,966 | +$12,564 | +0.59% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 100,916 | $2,042,540 | $2,062,723 | +$20,183 | +0.99% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.55% | 80,479 | $1,776,172 | $1,644,991 | -$131,181 | -7.39% | |
| Evolve Private Wealth, Llc | 0.11% | 77,958 | $1,720,533 | $1,593,462 | -$127,071 | -7.39% | |
| Invesco Ltd. | 0.00% | 77,632 | $1,713,338 | $1,586,798 | -$126,540 | -7.39% | |
| Alessandra Capital Management, Llc | 1.11% | 77,774 | $1,580,367 | $1,589,701 | +$9,334 | +0.59% | |
| Janney Montgomery Scott Llc | 0.00% | 69,629 | $1,537,000 | $1,423,217 | -$113,783 | -7.40% | |
| D.A. Davidson & Co. | 0.01% | 72,124 | $1,465,561 | $1,474,215 | +$8,654 | +0.59% | |
| Kestra Advisory Services, Llc | 0.00% | 68,593 | $1,393,809 | $1,402,041 | +$8,232 | +0.59% | |
| Osaic Holdings, Inc. | 0.00% | 56,219 | $1,241,076 | $1,149,116 | -$91,960 | -7.41% | |
| Concurrent Investment Advisors, Llc | 0.01% | 60,637 | $1,232,137 | $1,239,420 | +$7,283 | +0.59% | |
| Pmg Family Office Llc | 0.91% | 48,593 | $987,410 | $993,241 | +$5,831 | +0.59% | |
| Financial Management Network Inc | 0.14% | 48,612 | $982,449 | $993,629 | +$11,180 | +1.14% | |
| Kw Wealth Management Llc | 1.16% | 44,964 | $913,680 | $919,064 | +$5,384 | +0.59% | |
| Advisory Advocates, Llc | 0.65% | 34,470 | $760,753 | $704,567 | -$56,186 | -7.39% | |
| Closed-End Fund Advisors, Inc. | 0.74% | 34,337 | $757,818 | $701,848 | -$55,970 | -7.39% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 24,919 | $549,962 | $509,344 | -$40,618 | -7.39% | |
| Davenport & Co Llc | 0.00% | 23,956 | $486,787 | $489,661 | +$2,874 | +0.59% | |
| Oppenheimer & Co Inc | 0.00% | 23,215 | $471,729 | $474,515 | +$2,786 | +0.59% | |
| Fifth Third Bancorp | 0.00% | 21,300 | $470,091 | $435,372 | -$34,719 | -7.39% | |
| Newedge Advisors, Llc | 0.00% | 16,513 | $364,442 | $337,526 | -$26,916 | -7.39% | |
| Hb Wealth Management, Llc | 0.00% | 16,366 | $332,557 | $334,521 | +$1,964 | +0.59% | |
| Brown Advisory Inc | 0.00% | 13,720 | $302,800 | $280,437 | -$22,363 | -7.39% | |
| Hicks Capital Management Llc | 0.23% | 12,856 | $283,732 | $262,777 | -$20,955 | -7.39% | |
| Allegheny Financial Group | 0.03% | 12,546 | $276,908 | $256,440 | -$20,468 | -7.39% | |
| &Partners | 0.00% | 12,520 | $276,316 | $255,909 | -$20,407 | -7.39% | |
| Truist Financial Corp | 0.00% | 13,301 | $270,283 | $271,872 | +$1,589 | +0.59% | |
| Lasalle St. Investment Advisors, Llc | 0.03% | 12,205 | $269,364 | $249,470 | -$19,894 | -7.39% | |
| Brown Brothers Harriman & Co | 0.00% | 12,023 | $265,348 | $245,750 | -$19,598 | -7.39% | |
| Beacon Pointe Advisors, Llc | 0.00% | 11,500 | $253,805 | $235,060 | -$18,745 | -7.39% | |
| Cetera Investment Advisers | 0.00% | 11,045 | $243,752 | $225,760 | -$17,992 | -7.38% | |
| Prosperity Consulting Group, Llc | 0.01% | 10,000 | $220,700 | $204,400 | -$16,300 | -7.39% | |
| Blue Bell Private Wealth Management, Llc | 0.02% | 9,265 | $188,265 | $189,377 | +$1,112 | +0.59% | |
| Us Bancorp \De\ | 0.00% | 4,996 | $110,262 | $102,118 | -$8,144 | -7.39% | |
| Webster Bank, N. A. | 0.01% | 3,000 | $66,210 | $61,320 | -$4,890 | -7.39% |
Frequently asked questions about TBLD
Who are the largest institutional holders of TBLD?
The largest institutional holders of TBLD reported in the latest SEC Form 13F filings include Ubs Group Ag, Dkm Wealth Management, Inc., Stifel Financial Corp, Morgan Stanley, and Atlas Wealth Llc. InsiderSet ranks institutional holders by their latest reported TBLD position.
What is TBLD institutional ownership?
This page tracks TBLD positions reported by institutional investment managers through SEC Form 13F. THORNBURG INCOME BUILDER OPP (TBLD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TBLD?
InsiderSet currently tracks 57 institutional managers reporting TBLD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TBLD shareholders.
How much TBLD stock do institutions own?
Institutional investment managers disclosed approximately $208.81M in TBLD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TBLD institutional ownership last updated?
The latest TBLD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TBLD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TBLD position after the reporting date.
Are institutions buying or selling TBLD?
Institutional buying and selling can be analyzed by comparing TBLD positions across consecutive 13F reporting periods. InsiderSet's TBLD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TBLD ownership changes.
How has TBLD institutional ownership changed over time?
InsiderSet tracks TBLD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.