Q2 2025 13F Holders as of 6/30/2025
-
Type / Class
-
Equity / Common Shares
-
Shares outstanding
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32.2M
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Number of holders
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45
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Total 13F shares, excl. options
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7.89M
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Shares change
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-107K
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Total reported value, excl. options
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$155M
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Value change
-
-$1.12M
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Number of buys
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30
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Number of sells
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-13
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Price
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$19.62
Significant Holders of Thornburg Income Builder Opportunities Trust - Common Shares (TBLD) as of Q2 2025
49 filings reported holding TBLD - Thornburg Income Builder Opportunities Trust - Common Shares as of Q2 2025.
Thornburg Income Builder Opportunities Trust - Common Shares (TBLD) has 45 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.89M shares
of 32.2M outstanding shares and own 24.48% of the company stock.
Largest 10 shareholders include UBS Group AG (2.08M shares), DKM Wealth Management, Inc. (955K shares), RAYMOND JAMES FINANCIAL INC (827K shares), STIFEL FINANCIAL CORP (724K shares), Advisors Asset Management, Inc. (567K shares), MORGAN STANLEY (432K shares), Royal Bank of Canada (379K shares), WELLS FARGO & COMPANY/MN (340K shares), Thomas J. Herzfeld Advisors, Inc. (215K shares), and LPL Financial LLC (179K shares).
This table shows the top 45 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.