Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | Dec 31, 2017 | 15.3M | 200.8M | 3.6% |
| VanEck Vectors ETF Tr-BDC Income ETF | Jun 30, 2018 | 2.3M | 32.7M | 0.5% |
| Deutsch Investment Tr-Deutsche Core Equity Fd | Jan 31, 2018 | 2.3M | 30.0M | 0.5% |
| Natixis Fds Tr II-Vaughan Nelson Value Opportunity Fd | Dec 31, 2017 | 1.5M | 19.8M | 0.3% |
| Brown Advisory Fds-Brown Advisory Small Cap Fund Value Fd | Jun 30, 2018 | 1.4M | 20.6M | 0.3% |
| Bridge Builder Tr-Bridge Builder Small/Mid Cap Value Fd | Jun 30, 2018 | 1.2M | 17.2M | 0.3% |
| RiverNorth/DoubleLine Strategic Income Fund | Dec 31, 2017 | 1.1M | 14.0M | 0.3% |
| First Trust Gallatin Specialty Finance & Financial Opportunities Fund | Feb 28, 2018 | 772.4K | 10.0M | 0.2% |
| Clough Global Opportunities Fund | Jan 31, 2018 | 773.9K | 10.1M | 0.2% |
| Ivy Global Income Allocation Fund | Dec 31, 2017 | 731K | 9.6M | 0.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.