SANTA FE, NM
THORNBURG INCOME BUILDER OPPORTUNITIES TRUSTTBLD— Latest position per institution from SEC 13F filings
15
Institutional holders
10.13M
Total shares held
191.30M
Estimated value
506.51K
Avg. position size
UBS GROUP AG
CIK 1610520
Shares
1.84M
Value
38.97M
Filed
Mar 31, 2026
DKM WEALTH MANAGEMENT, INC.
CIK 2055833
Shares
964.57K
Value
20.40M
Filed
Mar 31, 2026
STIFEL FINANCIAL CORP
CIK 720672
Shares
773.38K
Value
16.35M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
722.20K
Value
15.27M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
626.91K
Value
13.26M
Filed
Mar 31, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
596.67K
Value
9.25K
Filed
Dec 31, 2023
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
592.55K
Value
12.50M
Filed
Mar 31, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
551.52K
Value
9.83M
Filed
Sep 30, 2024
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
550.49K
Value
9.88M
Filed
Mar 31, 2025
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
483.81K
Value
10.23M
Filed
Mar 31, 2026
KERA CAPITAL PARTNERS, INC.
CIK 2040353
Shares
453.34K
Value
9.59M
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
447.95K
Value
9.47M
Filed
Mar 31, 2026
ATLAS WEALTH LLC
CIK 1964106
Shares
347.70K
Value
5.68M
Filed
Jun 30, 2024
LPL FINANCIAL LLC
CIK 1403438
Shares
303.73K
Value
6.42M
Filed
Mar 31, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
CIK 1238990
Shares
245.44K
Value
3.13K
Filed
Sep 30, 2022
ROCKEFELLER CAPITAL MANAGEMENT L.P.
CIK 1739439
Shares
157.05K
Value
3.32M
Filed
Mar 31, 2026
SANCTUARY ADVISORS, LLC
CIK 1777271
Shares
128.48K
Value
2.72M
Filed
Mar 31, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 1632972
Shares
120.62K
Value
2.64M
Filed
Jun 30, 2026
PRIVATE ADVISOR GROUP, LLC
CIK 1567755
Shares
115.77K
Value
2.45M
Filed
Mar 31, 2026
HENNION & WALSH ASSET MANAGEMENT, INC.
CIK 1861642
Shares
104.91K
Value
2.32M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | UBS GROUP AG | 1610520 | 1.84M | 38.97M | Mar 31, 2026 |
| 2 | DKM WEALTH MANAGEMENT, INC. | 2055833 | 964.57K | 20.40M | Mar 31, 2026 |
| 3 | STIFEL FINANCIAL CORP | 720672 | 773.38K | 16.35M | Mar 31, 2026 |
| 4 | MORGAN STANLEY | 895421 | 722.20K | 15.27M | Mar 31, 2026 |
| 5 | RAYMOND JAMES FINANCIAL INC | 720005 | 626.91K | 13.26M | Mar 31, 2026 |
| 6 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 596.67K | 9.25K | Dec 31, 2023 |
| 7 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 592.55K | 12.50M | Mar 31, 2026 |
| 8 | RAYMOND JAMES & ASSOCIATES | 1084208 | 551.52K | 9.83M | Sep 30, 2024 |
| 9 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 550.49K | 9.88M | Mar 31, 2025 |
| 10 | WELLS FARGO & COMPANY/MN | 72971 | 483.81K | 10.23M | Mar 31, 2026 |
| 11 | KERA CAPITAL PARTNERS, INC. | 2040353 | 453.34K | 9.59M | Mar 31, 2026 |
| 12 | ROYAL BANK OF CANADA | 1000275 | 447.95K | 9.47M | Mar 31, 2026 |
| 13 | ATLAS WEALTH LLC | 1964106 | 347.70K | 5.68M | Jun 30, 2024 |
| 14 | LPL FINANCIAL LLC | 1403438 | 303.73K | 6.42M | Mar 31, 2026 |
| 15 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1238990 | 245.44K | 3.13K | Sep 30, 2022 |
| 16 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 1739439 | 157.05K | 3.32M | Mar 31, 2026 |
| 17 | SANCTUARY ADVISORS, LLC | 1777271 | 128.48K | 2.72M | Mar 31, 2026 |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1632972 | 120.62K | 2.64M | Jun 30, 2026 |
| 19 | PRIVATE ADVISOR GROUP, LLC | 1567755 | 115.77K | 2.45M | Mar 31, 2026 |
| 20 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1861642 | 104.91K | 2.32M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.