Thornburg Income Builder Opp
$20.42-0.2%
+$22.4M
Net Activity
+3.17% total shares
Institutions Holding
54
Popularity Rank
#5971
Avg Weight
0.41%
Total Value
$204.1M
54 institutions currently hold TBLD, with 31 net buyers and 18 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
18
Net Buying Institutions
31
Top 5 by Value
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Across its top 20 institutional holders, TBLD's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 32/100).
TBLD ranks #5971 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
TBLD is a top-conviction position for DKM Wealth Management, Inc. — at 13.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in TBLD belongs to UBS Group AG, but the position matters far more to DKM Wealth Management, Inc., who has 13.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
DAVENPORT & Co LLC has added to its TBLD position for two straight quarters, increasing it by $100.9K to reach $486.8K today.
Concurrent Investment Advisors, LLC has trimmed its TBLD position for two straight quarters, cutting it by $714.2K while still holding $1.2M.
TBLD is down 0.2% today, but institutions show net buying of $22.4M this quarter — a divergence between today's price move and the underlying institutional flow.
+$27.0M
Total Buy Value
$3.3M
Total Sell Value
31
Net Buyers
18
Net Sellers
TBLD
Q2 2026
Top 5 Institutional Movers
+$15.7M
-$12.5M
+$2.3M
+$2.1M
TBLD does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
885213108
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,146
Total reported value
$257.5B
Held by 4146 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,137
Total reported value
$279.7B
Held by 4137 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,136
Total reported value
$649.5B
Held by 4136 institutions — one of the most-tracked stocks on AlphaSMO
Access TBLD's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/TBLDCLI
npx alphasmo stocks get TBLD