THORNBURG INVESTMENT TRUST - THOIX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Gravity Asset Management, Inc. | History | Added to | 731 | 34 | 0.01% | 0.01% | 1 | +47 | 6.87% | Q4 2025 | Feb 13, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 598 | 28 | 0.02% | — | 2 | +598 | New | Q4 2025 | Feb 18, 2026 |
| Westside Investment Management, Inc. | History | New | 128 | 6 | 0.0% | — | 3 | +128 | New | Q4 2025 | Jan 23, 2026 |