DOSSIER · 13F Holders · Q2 2026
TIBIX

THORNBURG INVESTMENT INCOME BUILDER I

3 institutions still hold THORNBURG INVESTMENT INCOME BUILDER I as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 885215467·3 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$918K
visible holders
Holders
3
filers reporting
Concentration
91.95%
Ethos Financial Group, LLC #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported TIBIX in Q2 2026. Ethos Financial Group, LLC leads at 92.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Ethos Financial Group, LLC
CIK 0001954242
$844K22K0.06%Q2 2026
02
Financial Gravity Companies, Inc.
CIK 0001377167
$38K1K0.01%Q2 2026
03
Financial Gravity Asset Management, Inc.
CIK 0001741736
$36K9920.01%Q1 2026