$TBLD

$20.32 +$0.03 (0.15%) Close

$TBLD Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 32.1M shares outstanding

Who owns TBLD?

By type of holder

Institutions 31.1% Insiders 0.0% Everyone else 68.9%

Concentration Top 10 holders own 24.3%

UBS Group AG 5.8% · DKM Wealth Management, Inc. 3.0%

Institutional ownership

31.1%

+3.0 pts vs last qtr

Institutional holders

+2 vs last qtr

Net shares bought

+958.5K

by institutions in Q2 2026

New / sold out

5 / 3

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Atlas Wealth LLC NEW +710.9K
Raymond James Financial Inc +78.7K

Biggest sellers in Q2 2026

Wells Fargo & Company/mn −56.4K
Wolverine Asset Management LLC SOLD OUT −28.7K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Thornburg Income Builder Opportunities Trust in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Thornburg Income Builder Opportunities Trust.

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years61% 1–3 years27% Under 1 year12%

Quarterly turnover

7.3%

of institutional shares changed hands

Top 10 managers, median time held

4.3 years

Super Investors

Investment managers reporting TBLD on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
UG UBS Group AG	1.9M	5.79%	+12.9K (+0.7%)	2021	0.0%
Shares held by quarter Peak holding2.1M (Q2'25) Change over 8 quarters+55.5K Share of the company5.790% UBS Group AG's full portfolio →
DW DKM Wealth Management, Inc.	957.8K	2.99%	−6.8K (−0.7%)	2024	13.8%
Shares held by quarter Peak holding977.4K (Q4'24) Change over 8 quarters+957.8K Share of the company2.990% DKM Wealth Management, Inc.'s full portfolio →

UBS Group AG

1.9M

% of company

5.79%

Change vs last qtr

+12.9K (+0.7%)

Held since

2021

DKM Wealth Management, Inc.

957.8K

% of company

2.99%

Change vs last qtr

−6.8K (−0.7%)

Held since

2024

26 more super investors behind a free account

See every manager holding Thornburg Income Builder Opportunities Trust, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting TBLD on Form N-PORT; together they hold 0.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
MS Multi-Hedge Strategies Fund Rydex Variable Trust	$2.26K	107	0.00%	0.01%	March 31, 2026
GM Guggenheim Multi-Hedge Strategies Fund Rydex Series Funds	$844	40	0.00%	0.01%	March 31, 2026

Multi-Hedge Strategies Fund

Rydex Variable Trust

Position value

$2.26K

% of company

0.00%

% of the fund

0.01%

As of

March 31, 2026

Guggenheim Multi-Hedge Strategies Fund

Rydex Series Funds

Position value

$844

% of company

0.00%

% of the fund

0.01%

As of

March 31, 2026

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
KA Kritzmire Anne W. Insider	5.3K	0.02%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.020% Kritzmire Anne W.'s insider activity →

Kritzmire Anne W.

Insider

5.3K

% of company

0.02%

Change vs last qtr

—

Held since

—

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