TBLD · Insider trading · 13F holders · Congress trades
Thornburg Income Builder Opportunities Trust (TBLD)
Who is buying and selling TBLD: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 11
- Insider buys, 90 days
- $83K
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
TBLD at a glance
- Between Aug 1, 2026 and Oct 29, 2026, 1 TBLD insider filed 2 open-market purchases worth $83K on SEC Form 4.
- 11 13F filers hold TBLD among their 50 largest positions, worth $57.6M combined. The biggest bets by portfolio weight are DKM Wealth Management, Inc. (12.5%), Atlas Wealth LLC (2.2%) and Shaker Financial Services, LLC (1.4%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in TBLD.
- TBLD last closed at $20.59 on Oct 29, 2026.
TBLD insider trading
Between Aug 1, 2026 and Oct 29, 2026, 1 TBLD insider filed 2 open-market purchases worth $83K on SEC Form 4.
| Filed | Insider | Role | Trade | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|---|
| Sep 18, 2026 | Kritzmire Anne W. | Director | Buy | 300 | $20.78 | $6K | SEC |
| Aug 19, 2026 | Kritzmire Anne W. | TRUSTEE | Buy | 3,440 | $22.20 | $76K | SEC |
Who owns TBLD? Hedge funds and superinvestors
11 13F filers hold TBLD among their 50 largest positions, worth $57.6M combined. The biggest bets by portfolio weight are DKM Wealth Management, Inc. (12.5%), Atlas Wealth LLC (2.2%) and Shaker Financial Services, LLC (1.4%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| DKM Wealth Management, Inc.Wealth manager | 12.5% | $19.8M | 973,499 | +1.6% shares | Q3 2026 |
| Atlas Wealth LLCWealth manager | 2.2% | $15.7M | 710,893 | — | Q2 2026 |
| Kera Capital Partners, Inc.Wealth manager | 1.0% | $10.6M | 481,195 | +6.1% shares | Q2 2026 |
| Shaker Financial Services, LLCWealth manager | 1.4% | $4.3M | 213,332 | — | Q3 2026 |
| Thomas J. Herzfeld Advisors, Inc.Hedge fund | 0.5% | $1.8M | 80,479 | +15.8% shares | Q2 2026 |
| Alessandra Capital Management, LLCWealth manager | 1.2% | $1.7M | 79,006 | -4.4% shares | Q2 2026 |
| PMG Family Office LLCWealth manager | 0.9% | $987K | 48,593 | +1.0% shares | Q3 2026 |
| Kw Wealth Management LLCWealth manager | 1.2% | $914K | 44,964 | — | Q3 2026 |
| Advisory Advocates, LLCWealth manager | 0.7% | $761K | 34,470 | — | Q2 2026 |
| Closed-End Fund Advisors, Inc.Wealth manager | 0.7% | $758K | 34,337 | -4.3% shares | Q2 2026 |
| Hicks Capital Management LLCWealth manager | 0.2% | $284K | 12,856 | +0.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 5, Q2 2026: 6). Screen TBLD in the grand portfolio →
TBLD stock trades by members of Congress
No member of Congress has disclosed a trade in TBLD.
TBLD questions and answers
Are insiders buying TBLD stock?
Between Aug 1, 2026 and Oct 29, 2026, 1 TBLD insider filed 2 open-market purchases worth $83K on SEC Form 4.
Which hedge funds own TBLD?
11 13F filers hold TBLD among their 50 largest positions, worth $57.6M combined. The biggest bets by portfolio weight are DKM Wealth Management, Inc. (12.5%), Atlas Wealth LLC (2.2%) and Shaker Financial Services, LLC (1.4%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
Has Congress traded TBLD?
No member of Congress has disclosed a trade in TBLD.
Who is the largest holder of TBLD?
Among 13F filers, DKM Wealth Management, Inc. reports the largest TBLD position, $19.8M (973,499 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is DKM Wealth Management, Inc.'s: 12.5% of its portfolio.
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