TBLD institutional holders

THORNBURG INCM BUILDER OPP T · 13F, 2026Q2

Managers holding56
Shares held10,002,780
Reported value$220.7m
Quarter flows5 new, 27 added, 15 trimmed, 3 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
UBS Group AG1,856,110$41.0m0.0%
DKM Wealth Management, Inc.957,773$21.1m13.8%
STIFEL FINANCIAL CORP837,046$18.5m0.0%
MORGAN STANLEY771,895$17.0m0.0%
Atlas Wealth LLC710,893$15.7m2.3%
RAYMOND JAMES FINANCIAL INC705,598$15.6m0.0%
Advisors Asset Management, Inc.567,963$12.5m0.2%
Kera Capital Partners, Inc.481,195$10.6m1.0%
ROYAL BANK OF CANADA462,544$10.2m0.0%
WELLS FARGO & COMPANY/MN427,434$9.4m0.0%
LPL Financial LLC325,663$7.2m0.0%
Rockefeller Capital Management L.P.161,091$3.6m0.0%
Sanctuary Advisors, LLC139,471$3.1m0.0%
Private Advisor Group, LLC121,022$2.7m0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC120,616$2.6m0.0%
Hennion & Walsh Asset Management, Inc.104,913$2.3m0.1%
Thomas J. Herzfeld Advisors, Inc.80,479$1.8m0.5%
Alessandra Capital Management, LLC79,006$1.7m1.2%
EVOLVE PRIVATE WEALTH, LLC77,958$1.7m0.1%
Invesco Ltd.77,632$1.7m0.0%
Cambridge Investment Research Advisors, Inc.76,688$1.7m0.0%
Concurrent Investment Advisors, LLC71,540$1.6m0.0%
Janney Montgomery Scott LLC69,629$1.5m0.0%
D.A. DAVIDSON & CO.69,238$1.5m0.0%
Kestra Advisory Services, LLC67,406$1.5m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("TBLD"). TBLD price history · All 13F data

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