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Thornburg Income Builder OPP (TBLD)

CUSIP: 885213108 | US | Financial Services · Asset Management | Small Cap | 143 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

DKM Wealth Management, Inc.973,499
12.5% of portfolio›$19.8M
Shaker Financial Services, LLC213,332
1.4% of portfolio›$4.3M
Wolverine Asset Management LLC107,867
0.0% of portfolio›$2.2M
Hennion & Walsh Asset Management, Inc.104,695
0.1% of portfolio›$2.1M
Wealth Enhancement Advisory Services, LLC100,916
0.0% of portfolio›$2.0M
Alessandra Capital Management, LLC77,774
1.1% of portfolio›$1.6M
D.A. Davidson & Co.72,124
0.0% of portfolio›$1.5M
Kestra Advisory Services, LLC68,593
0.0% of portfolio›$1.4M
Concurrent Investment Advisors, LLC60,637
0.0% of portfolio›$1.2M
Financial Management Network Inc48,612
0.1% of portfolio›$982.4K
PMG Family Office LLC48,593
0.9% of portfolio›$987.4K
KW Wealth Management LLC44,964
0.7% of portfolio›$913.7K
Wedbush Securities Inc44,534
0.0% of portfolio›$905
Cambridge Investment Research Advisors, Inc.38,573
0.0% of portfolio›$784
Closed-End Fund Advisors, Inc.35,254
0.7% of portfolio›$716.4K
Advisory Advocates, LLC34,624
0.6% of portfolio›$703.6K
Hunter Associates Investment Management LLC28,600
0.0% of portfolio›$581
Davenport & Co LLC23,956
0.0% of portfolio›$486.8K
Oppenheimer & Co Inc23,215
0.0% of portfolio›$471.7K
HB Wealth Management, LLC16,366
0.0% of portfolio›$332.6K
Truist Financial Corp13,301
0.0% of portfolio›$270.3K
Hicks Capital Management LLC12,856
0.2% of portfolio›$283.7K
Blue Bell Private Wealth Management, LLC9,265
0.0% of portfolio›$188.3K
Clark Wealth Partners660
0.0% of portfolio›$13.4K
Thurston, Springer, Miller, Herd & Titak, Inc.600
0.0% of portfolio›$12.2K
StyleTurnoverLocationFiled
DKM Wealth Management, Inc.
973,499$19.8M12.5%YieldVery LowStockton, CA2026-10-09
Shaker Financial Services, LLC
213,332$4.3M1.4%YieldHighArlington, VA2026-10-14
Wolverine Asset Management LLC
107,867$2.2M0.0%Deep ValueVery HighChicago, IL2026-11-02
Hennion & Walsh Asset Management, Inc.
104,695$2.1M0.1%ValueMediumParsippany, NJ2026-10-13
Wealth Enhancement Advisory Services, LLC
100,916$2.0M0.0%CoreLowPlymouth, MN2026-10-13
Alessandra Capital Management, LLC
77,774$1.6M1.1%CoreMediumTorrance, CA2026-10-30
D.A. Davidson & Co.
72,124$1.5M0.0%CoreLowGreat Falls, MT2026-10-28
Kestra Advisory Services, LLC
68,593$1.4M0.0%CoreLowAustin, TX2026-11-02
Concurrent Investment Advisors, LLC
60,637$1.2M0.0%GrowthMediumTampa, FL2026-10-16
Financial Management Network Inc
48,612$982.4K0.1%ETFLowMission Viejo, CA2026-10-09
PMG Family Office LLC
48,593$987.4K0.9%YieldVery LowPlano, TX2026-10-19
KW Wealth Management LLC
44,964$913.7K0.7%CoreVery LowSacramento, CA2026-10-28
Wedbush Securities Inc
44,534$9050.0%CoreLowPasadena, CA2026-10-22
Cambridge Investment Research Advisors, Inc.
38,573$7840.0%ETFLowFairfield, IA2026-11-02
Closed-End Fund Advisors, Inc.
35,254$716.4K0.7%YieldMediumRichmond, VA2026-11-04
Advisory Advocates, LLC
34,624$703.6K0.6%YieldMediumGrand Rapids, MI2026-11-05
Hunter Associates Investment Management LLC
28,600$5810.0%CoreLowPittsburgh, PA2026-10-26
Davenport & Co LLC
23,956$486.8K0.0%CoreMediumRichmond, VA2026-10-14
Oppenheimer & Co Inc
23,215$471.7K0.0%CoreLowNew York, NY2026-10-26
HB Wealth Management, LLC
16,366$332.6K0.0%IndexVery LowAtlanta, GA2026-10-23
Truist Financial Corp
13,301$270.3K0.0%CoreLowCharlotte, NC2026-10-30
Hicks Capital Management LLC
12,856$283.7K0.2%ETFVery LowColumbus, OH2026-10-20
Blue Bell Private Wealth Management, LLC
9,265$188.3K0.0%YieldVery LowBlue Bell, PA2026-10-29
Clark Wealth Partners
660$13.4K0.0%ETFVery LowO'Fallon, IL2026-10-19
Thurston, Springer, Miller, Herd & Titak, Inc.
600$12.2K0.0%GrowthMediumIndianapolis, IN2026-10-14