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Disclosery

TBLD THORNBURG INCM BUILDER OPP T

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COM (fund), issuer CIK 1820378

54 managers (54 13F filers) reported a position in TBLD shares at 2026-03-31, 9,005,932 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
54
13F filers
54
New
6
Added
23
Reduced
18
Sold out
6
Shares held by filers
9,005,932

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 AG1,843,177$39M0.01%+56,68713F-HRTimelineGroup
DKM Wealth Management, Inc.964,573$20.4M14.71%+11,58113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP773,380$16.4M0.02%+52,00213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY722,199$15.3M<0.01%+135,37213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC626,909$13.3M<0.01%-70,54713F-HRTimelineGroup
Advisors Asset Management, Inc.592,552$12.5M0.21%-82,85313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN483,809$10.2M<0.01%+73,40113F-HR/ATimelineGroup
Kera Capital Partners, Inc.453,342$9.59M1.18%+18,44113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA447,955$9.47M<0.01%-43,32413F-HRTimelineGroup
LPL Financial LLC303,728$6.42M<0.01%+42,98913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…157,048$3.32M0.01%-28613F-HRTimelineGroup
Sanctuary Advisors, LLC128,476$2.72M0.01%+42,89813F-HRTimeline
Private Advisor Group, LLC115,774$2.45M0.01%-6,06213F-HRTimeline
Hennion & Walsh Asset Management, Inc.102,350$2.16M0.07%+17,84713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…92,046$1.95M0.02%+7,80813F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC83,850$1.77M0.09%+3213F-HRTimeline
Alessandra Capital Management, LLC82,646$1.75M1.49%-1,08813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.79,288$1.68M<0.01%+12,23413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…73,216$1.56M<0.01%-81,55913F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.69,502$1.47M0.5%-162,25513F-HRTimeline
D.A. DAVIDSON & CO.69,175$1.46M0.01%+24113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC68,728$1.45M0.01%-22,67013F-HRTimelineGroup
Janney Montgomery Scott LLC61,007$1.29M<0.01%-2,62613F-HRTimeline
PMG Family Office LLC47,680$1.01M1.13%+11013F-HRTimeline
Dakota Wealth Management47,226$999K0.02%-2,52213F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.46,576$985K<0.01%+8,06513F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC44,171$966K0.15%+14013F-HRTimeline
WEDBUSH SECURITIES INC40,087$848K0.02%+11813F-HRTimeline
Cambridge Investment Research Advisors,…38,359$811K<0.01%+4,55313F-HRTimeline
Closed-End Fund Advisors, Inc.35,863$758K0.77%-3,16413F-HRTimeline
Advisory Advocates, LLC29,620$626K0.64%+3,42013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC28,663$606K0.01%-41,21213F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …28,165$596K0.01%-7,81413F-HRTimelineGroup
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…28,031$591K0.08%+20013F-HRTimeline
Steward Partners Investment Advisory, L…27,154$574K<0.01%+4,90413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…21,300$450K<0.01%new13F-HRTimelineGroup
DAVENPORT & Co LLC18,250$386K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC15,263$323K<0.01%-30013F-HR/ATimeline
&PARTNERS14,416$305K<0.01%+2,87013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,720$289K<0.01%013F-HRTimelineGroup
HICKS CAPITAL MANAGEMENT LLC12,856$272K0.27%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO12,023$254K<0.01%013F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC11,890$251K0.04%013F-HRTimeline
Shaker Financial Services, LLC11,623$246K0.09%-43,24313F-HRTimeline
Cetera Investment Advisers10,169$215K<0.01%new13F-HRTimeline
Prosperity Consulting Group, LLC10,000$211K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC9,204$195K0.03%-4,19213F-HRTimeline
WEBSTER BANK, N. A.3,000$63.4K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,678$56.6K<0.01%new13F-HRTimelineGroup
SOA Wealth Advisors, LLC.1,705$36.1K0.01%+2413F-HRTimeline
Clark Wealth Partners660$14K0.01%new13F-HRTimeline
WHITTIER TRUST CO500$10.7K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…200$4.23K<0.01%-25013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC150$3.17K<0.01%new13F-HRTimeline