13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
TBLD

THORNBURG INCM BUILDER OPP T

60 institutions still hold THORNBURG INCM BUILDER OPP T as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 885213108·60 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.9%
vs prior quarter
13F value held
$173M
56.0% inst. owned
of float
Holders
60
+72 QoQ
filers reporting
Activity
+19 / −41
+985 added · −766 reduced
this quarter
Concentration
22.54%
UBS Group AG #1
top holder share
AI Holders Summary · Q1 2026

60 institutions reported TBLD in Q1 2026. UBS Group AG leads at 22.5% of the visible book. +72 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
UBS Group AG
CIK 0001610520
$39M1.8M0.01%Q1 202602
DKM Wealth Management, Inc.
CIK 0002055833
$20M965K14.70%Q1 202603
STIFEL FINANCIAL CORP
CIK 0000720672
$16M773K0.01%Q1 202604
MORGAN STANLEY
CIK 0000895421
$15M722K0.00%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$13M627K0.00%Q1 202606
Advisors Asset Management, Inc.
CIK 0001297376
$12M593K0.21%Q1 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$10M484K0.00%Q1 202608
ROYAL BANK OF CANADA
CIK 0001000275
$9M448K0.00%Q1 202609
Kera Capital Partners, Inc.
CIK 0002040353
$9M435K1.14%Q4 202510
LPL Financial LLC
CIK 0001403438
$6M304K0.00%Q1 202611
Rockefeller Capital Management L.P.
CIK 0001739439
$3M157K0.01%Q1 202612
Sanctuary Advisors, LLC
CIK 0001777271
$3M128K0.01%Q1 202613
Private Advisor Group, LLC
CIK 0001567755
$2M116K0.01%Q1 202614
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$2M102K0.07%Q1 202615
Concurrent Investment Advisors, LLC
CIK 0002001015
$2M92K0.02%Q1 202616
EVOLVE PRIVATE WEALTH, LLC
CIK 0002111131
$2M84K0.09%Q1 202617
Alessandra Capital Management, LLC
CIK 0002132506
$2M83K1.49%Q1 202618
Invesco Ltd.
CIK 0000914208
$2M79K0.00%Q1 202619
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$2M73K0.00%Q1 202620
Thomas J. Herzfeld Advisors, Inc.
CIK 0001509510
$1M70K0.50%Q1 2026
Page 1 of 3
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