Thornburg Income Builder Opportunities Trust
TBLD • NASDAQ
Thornburg Income Builder Opportunities Trust is a asset management company in the financial services sector on NASDAQ, led by Nimish S. Bhatt, with a market cap of $633.9M. As of Q3 2025, 27% of shares are held by 47 institutional investors, with UBS Group AG as the largest holder at 6.3%.
CEONimish S. Bhatt
Overview
Overview of institutional ownership in TBLD as of Q3 2025 with a market cap of $638.1M
All Institutions
- Institutions
- 47
- Value Held
- $170.6M
- Shares Held
- 8.6M
- Avg Position
- $3.6M
- Median Position
- $764.2K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Ownership Breakdown
Based on market cap of $638.1M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in TBLD as of Q3 2025
| Institution | Position Value |
|---|---|
 UBS Group AG Institution | $40.2M 0.01% of portfolio |
D DKM Wealth Management, Inc. RIA/Wealth | $18.7M 16.96% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $16.5M 0.01% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $14.0M 0.01% of portfolio |
 Advisors Asset Management, Inc. ETF Provider | $12.1M 0.20% of portfolio |
 MORGAN STANLEY RIA/Wealth | $9.8M 0.00% of portfolio |
R ROYAL BANK OF CANADA Institution | $8.9M 0.00% of portfolio |
 Kera Capital Partners, Inc. RIA/Wealth | $8.0M 1.20% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $7.6M 0.00% of portfolio |
 Thomas J. Herzfeld Advisors, Inc. Long Only Manager | $4.5M 1.55% of portfolio |
Net Capital Flow
Institutional buying and selling activity for TBLD in Q3 2025
- Traded
- +$13.7M
- Buyers
- 32
- Sellers
- 12
- Total Bought
- +$16.2M
- Total Sold
- −$2.5M
- Avg Position
- $3.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Kera Capital Partners, Inc. RIA/Wealth | +$4.5M +226.9K shares |
 Kestra Advisory Services, LLC RIA/Wealth | +$1.8M +90.8K shares |
+$1.4M +67.8K shares | |
R ROYAL BANK OF CANADA Institution | +$1.3M +67.1K shares |
MORGAN STANLEY RIA/Wealth | +$1.2M +62.7K shares |
 Concurrent Investment Advisors, LLC RIA/Wealth | +$1.0M +52.7K shares |
WELLS FARGO & COMPANY/MN Institution | +$839.4K +42.2K shares |
Advisors Asset Management, Inc. ETF Provider | +$798.4K +40.1K shares |
L LPL Financial LLC Institution | +$783.1K +39.4K shares |
C COMERICA BANK Institution | +$346.1K +17.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
UBS Group AG Institution | −$1.1M −57.0K shares |
S STIFEL FINANCIAL CORP Long Only Manager | −$375.0K −18.9K shares |
 Kingsview Wealth Management, LLC RIA/Wealth | −$313.2K −16.0K shares |
D DKM Wealth Management, Inc. RIA/Wealth | −$280.3K −14.1K shares |
 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | −$225.0K −11.3K shares |
 OPPENHEIMER & CO INC RIA/Wealth | −$88.5K −4.5K shares |
 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | −$20.9K −1.1K shares |
 Janney Montgomery Scott LLC RIA/Wealth | −$18.7K −939.0 shares |
 WEDBUSH MORGAN SECURITIES INC RIA/Wealth | −$12.3K −616.0 shares |
 Global Retirement Partners, LLC RIA/Wealth | −$10.8K −546.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited TBLD in Q3 2025
- New Positions
- 2
- New Value
- $2.0M
- Exited Positions
- 3
- Exited Value
- $323.0K
New Positions
| Institution | Position Value |
|---|---|
Kestra Advisory Services, LLC RIA/Wealth | $1.8M 90.8K shares |
 LaSalle St. Investment Advisors, LLC RIA/Wealth | $229.6K 11.5K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Kingsview Wealth Management, LLC RIA/Wealth | $313.2K 16.0K shares |
R Ronald Blue Trust, Inc. Institution | $9.8K 500.0 shares |
 CWM, LLC RIA/Wealth | - 9.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in TBLD as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with TBLD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
D DKM Wealth Management, Inc. RIA/Wealth | 16.96% $18.7M |
Thomas J. Herzfeld Advisors, Inc. Long Only Manager | 1.55% $4.5M |
Kera Capital Partners, Inc. RIA/Wealth | 1.20% $8.0M |
 HICKS CAPITAL MANAGEMENT LLC RIA/Wealth | 0.42% $255.7K |
 Lokken Investment Group LLC RIA/Wealth | 0.33% $925.1K |
Advisors Asset Management, Inc. ETF Provider | 0.20% $12.1M |
 FINANCIAL MANAGEMENT NETWORK INC RIA/Wealth | 0.15% $897.8K |
 Hunter Associates inc. RIA/Wealth | 0.07% $458.1K |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | 0.05% $309.0K |
LaSalle St. Investment Advisors, LLC RIA/Wealth | 0.05% $229.6K |