TIBIX — Thornburg Investment Income Builder I Institutional Holders · Q2 2026
Who owns Thornburg Investment Income Builder I (TIBIX)? 3 institutions reported holding $881,599 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Ethos Financial Group, LLC ($843,656), Financial Gravity Companies, Inc. ($37,943), Garton & Associates Financial Advisors LLC ($0).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | $843,656 | 21,942 | New |
| 2 | Financial Gravity Companies, Inc. | $37,943 | 1,000 | Added |
| 3 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30