Who Owns THORNBURG INC BLDR OPPTY (TBLD)? -- Institutional Holders (2026-06-30)

60 institutions reported holding $219.9M of THORNBURG INC BLDR OPPTY (TBLD) in SEC 13F filings for 2026-06-30. Largest institutional holders: UBS Group AG ($41.0M), DKM Wealth Management, Inc. ($21.1M), STIFEL FINANCIAL CORP ($18.5M), MORGAN STANLEY ($17.0M), Atlas Wealth LLC ($15.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1UBS Group AG$41.0M1.9MAdded
2DKM Wealth Management, Inc.$21.1M957,773Trimmed
3STIFEL FINANCIAL CORP$18.5M837,046Added
4MORGAN STANLEY$17.0M771,895Added
5Atlas Wealth LLC$15.7M710,893New
6RAYMOND JAMES FINANCIAL INC$15.6M705,598Added
7Advisors Asset Management, Inc.$12.5M567,963Trimmed
8Kera Capital Partners, Inc.$10.6M481,195Added
9Royal Bank of Canada$10.2M462,544Added
10WELLS FARGO & COMPANY/MN$9.4M427,434Trimmed
11LPL Financial LLC$7.2M325,663Added
12Rockefeller Capital Management L.P.$3.6M161,091Added
13Sanctuary Advisors, LLC$3.1M139,471Added
14Private Advisor Group, LLC$2.7M121,022Added
15WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.6M120,616Added
16Hennion & Walsh Asset Management, Inc.$2.3M104,913Added
17Thomas J. Herzfeld Advisors, Inc.$1.8M80,479Added
18Alessandra Capital Management, LLC$1.7M79,006Trimmed
19EVOLVE PRIVATE WEALTH, LLC$1.7M77,958Trimmed
20Invesco Ltd.$1.7M77,632Trimmed
21Concurrent Investment Advisors, LLC$1.6M71,540Trimmed
22Janney Montgomery Scott LLC$1.5M69,629Added
23D.A. DAVIDSON & CO.$1.5M69,238Added
24Kestra Advisory Services, LLC$1.5M67,406Trimmed
25OSAIC HOLDINGS, INC.$1.2M56,219Added

Source: SEC Form 13F filings · as of 2026-06-30