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Disclosery

TBLD THORNBURG INCM BUILDER OPP T

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COM (fund), issuer CIK 1820378

49 managers (49 13F filers) reported a position in TBLD shares at 2025-09-30, 8,706,681 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
49
13F filers
49
New
4
Added
28
Reduced
11
Sold out
3
Shares held by filers
8,706,681

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 AG2,022,402$40.2M0.01%-56,99713F-HRTimelineGroup
DKM Wealth Management, Inc.941,073$18.7M15.02%-14,09013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC831,007$16.5M0.01%+4,41513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP704,696$14M0.01%-18,85213F-HRTimelineGroup
Advisors Asset Management, Inc.606,770$12.1M0.2%+40,13913F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY494,349$9.83M<0.01%+62,67113F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA446,008$8.87M<0.01%+67,07713F-HRTimelineGroup
Kera Capital Partners, Inc.401,619$7.99M1.2%+226,88013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN382,394$7.61M<0.01%+42,20213F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.227,958$4.53M1.55%+13,26513F-HRTimeline
LPL Financial LLC218,305$4.34M<0.01%+39,37213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…141,422$2.81M0.01%-32513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…120,403$2.44M<0.01%+67,80013F-HRTimeline
Private Advisor Group, LLC121,070$2.41M0.01%+2,32813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC90,799$1.81M0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC86,876$1.73M0.01%-64213F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…73,529$1.46M0.03%+52,73813F-HRTimelineGroup
Janney Montgomery Scott LLC67,282$1.34M<0.01%-93913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.66,502$1.32M<0.01%+7,44713F-HRTimelineGroup
D.A. DAVIDSON & CO.65,039$1.29M0.01%+17213F-HRTimeline
Hennion & Walsh Asset Management, Inc.53,457$1.06M0.04%+14,95513F-HRTimeline
PMG Family Office LLC47,565$946K1.06%13F-HRTimeline
Lokken Investment Group LLC46,509$925K0.32%+2,58713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC44,580$898K0.15%+95313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …39,598$788K0.01%-4,45013F-HRTimelineGroup
WEDBUSH SECURITIES INC38,419$764K0.02%-61613F-HRTimeline
Cambridge Investment Research Advisors,…33,806$672K<0.01%+2,89013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,247$585K<0.01%+2,03413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC24,240$482K<0.01%+1,45513F-HRTimeline
COMERICA BANK23,600$469K<0.01%+17,40013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…23,031$458K0.06%+2,53113F-HRTimeline
Steward Partners Investment Advisory, L…21,460$427K<0.01%+2,01713F-HRTimeline
NewEdge Advisors, LLC17,153$341K<0.01%+90013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC15,536$309K0.05%-11,31013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC14,802$294K0.02%new13F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC13,728$273K<0.01%+2,45013F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC13,720$273K<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,452$268K<0.01%+7,34313F-HR/ATimelineGroup
HICKS CAPITAL MANAGEMENT LLC12,856$256K0.42%+1,00013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO12,023$239K<0.01%013F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED11,885$236K0.02%013F-HRTimeline
&PARTNERS11,543$230K<0.01%+513F-HRTimeline
LaSalle St. Investment Advisors, LLC11,544$229K0.04%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,418$207K<0.01%new13F-HRTimelineGroup
Prosperity Consulting Group, LLC10,000$199K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1,655$32.9K0.01%+2613F-HRTimeline
NFSG Corp1,000$19.9K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…200$3.98K0.01%-1,05013F-HRTimeline
Global Retirement Partners, LLC151$3K<0.01%-54613F-HRTimeline