Latest imported 13F data
TBLD

THORNBURG INCM BUILDER OPP T

Institutional Ownership · Q4 2025

Filing: Q4 2025

THORNBURG INCM BUILDER OPP T (TBLD) is held by 50 institutional investors with combined holdings of $159M. Major holders include UBS Group AG, DKM Wealth Management, In, STIFEL FINANCIAL CORP.

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Institutional Holders
50
Total Value
$158.5M
Ownership %
24.6%

🏦 Top Institutional Holders

UBS Group AG
1.8M shares
$35.9M
5.57% ownership
DKM Wealth Management, Inc.
953.0K shares
$19.2M
2.97% ownership
STIFEL FINANCIAL CORP
721.4K shares
$14.5M
2.25% ownership
Advisors Asset Management, Inc.
675.4K shares
$13.6M
2.11% ownership
MORGAN STANLEY
586.8K shares
$11.8M
1.83% ownership

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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