THORNBURG INVESTMENT TRUST - TIBIX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ethos Financial Group, LLC | History | New | 21,942 | 843 | 0.06% | — | 1 | +21,942 | New | Q2 2026 | Aug 07, 2026 |
| Financial Gravity Companies, Inc. | History | New | 1,000 | 37 | 0.01% | — | 2 | +1,000 | New | Q2 2026 | Aug 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 992 | 35 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -6,779 | -100.0% | Q2 2026 | Aug 11, 2026 |