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Disclosery

TBLD THORNBURG INCM BUILDER OPP T

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COM (common), issuer CIK 1820378

56 managers (56 13F filers) reported a position in TBLD shares at 2026-06-30, 9,964,436 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
56
13F filers
56
New
5
Added
26
Reduced
16
Sold out
3
Shares held by filers
9,964,436

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
UBS Group AGin group UBS Group AG1,856,110$41M0.01%+12,93313F-HRTimelineGroup
DKM Wealth Management, Inc.957,773$21.1M13.82%-6,80013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP837,046$18.5M0.02%+63,66613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY771,895$17M<0.01%+49,69613F-HRTimelineGroup
Atlas Wealth LLC710,893$15.7M2.24%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC705,598$15.6M<0.01%+78,68913F-HRTimelineGroup
Advisors Asset Management, Inc.567,963$12.5M0.19%-24,58913F-HRTimeline
Kera Capital Partners, Inc.481,195$10.6M1.02%+27,85313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA462,544$10.2M<0.01%+14,58913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN427,434$9.43M<0.01%-56,37513F-HRTimelineGroup
LPL Financial LLC325,663$7.19M<0.01%+21,93513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…161,091$3.56M0.01%+4,04313F-HRTimelineGroup
Sanctuary Advisors, LLC139,471$3.08M0.01%+10,99513F-HRTimeline
Private Advisor Group, LLC121,022$2.67M0.01%+5,24813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…120,616$2.64M<0.01%+47,40013F-HRTimeline
Hennion & Walsh Asset Management, Inc.104,913$2.32M0.07%+2,56313F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.80,479$1.78M0.55%+10,97713F-HRTimeline
Alessandra Capital Management, LLC79,006$1.74M1.23%-3,64013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC77,958$1.72M0.11%-5,89213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.77,632$1.71M<0.01%-1,65613F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…71,540$1.58M0.01%-20,50613F-HRTimelineGroup
Janney Montgomery Scott LLC69,629$1.54M<0.01%+8,62213F-HRTimeline
D.A. DAVIDSON & CO.69,238$1.53M0.01%+6313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC67,406$1.49M<0.01%-1,32213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.56,219$1.24M<0.01%+9,64313F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC48,377$1.07M0.15%+4,20613F-HRTimeline
PMG Family Office LLC48,095$1.06M0.98%+41513F-HRTimeline
Dakota Wealth Management46,981$1.04M0.02%-24513F-HRTimeline
WEDBUSH SECURITIES INC42,539$939K0.02%+2,45213F-HRTimeline
Cambridge Investment Research Advisors,…38,344$846K<0.01%-1513F-HR/ATimeline
Advisory Advocates, LLC34,470$761K0.65%+4,85013F-HRTimeline
Closed-End Fund Advisors, Inc.34,337$758K0.74%-1,52613F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…26,550$584K0.07%-1,48113F-HRTimeline
Steward Partners Investment Advisory, L…24,919$550K<0.01%-2,23513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …23,215$512K0.01%-4,95013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…21,300$470K<0.01%013F-HRTimelineGroup
DAVENPORT & Co LLC19,635$433K<0.01%+1,38513F-HRTimeline
NewEdge Advisors, LLC16,513$364K<0.01%+1,25013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,720$303K<0.01%013F-HRTimelineGroup
HICKS CAPITAL MANAGEMENT LLC12,856$284K0.23%013F-HRTimeline
Allegheny Financial Group12,546$277K0.03%new13F-HRTimeline
&PARTNERS12,520$276K<0.01%-1,89613F-HRTimeline
LaSalle St. Investment Advisors, LLC12,205$269K0.03%+31513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO12,023$265K<0.01%013F-HRTimelineGroup
Beacon Pointe Advisors, LLC11,500$254K<0.01%new13F-HRTimeline
Cetera Investment Advisers11,045$244K<0.01%+87613F-HRTimeline
Prosperity Consulting Group, LLC10,000$221K0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,501$210K<0.01%new13F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6,748$149K0.02%-2,45613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,996$110K<0.01%new13F-HRTimelineGroup
WEBSTER BANK, N. A.3,000$66.2K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,678$59.1K<0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.1,729$38.2K0.01%+2413F-HRTimeline
Clark Wealth Partners660$14.6K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…600$13.2K<0.01%+40013F-HRTimeline
WHITTIER TRUST CO500$11.1K<0.01%013F-HRTimeline