Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VanEck ETF Trust-VanEck Preferred Securities ex Financials ETF | Mar 31, 2026 | 773.9K | 40.3M | 0 |
| Franklin Custodian Funds-FRANKLIN INCOME FUND | Dec 31, 2025 | 4.5M | 234.5M | 0 |
| iShares Trust-iShares Preferred and Income Securities ETF | Feb 28, 2026 | 2.2M | 113.3M | 0 |
| GLOBAL X FUNDS-Global X U.S. Preferred ETF | Apr 30, 2026 | 520.0K | 27.1M | 0 |
| CALAMOS INVESTMENT TRUST/IL-Calamos Market Neutral Income Fund | Jan 31, 2026 | 500K | 26.1M | 0 |
| Franklin Investors Securities Trust-Franklin Managed Income Fund | Jan 31, 2026 | 475K | 24.8M | 0 |
| Capital Income Builder | Mar 31, 2026 | 2.3M | 121.9M | 0 |
| AMERICAN FUNDS GLOBAL BALANCED FUND | Mar 31, 2026 | 1.8M | 96.0M | 0 |
| SPDR SERIES TRT-State Street SPDR Bloomberg Convertible Securities ETF | Mar 31, 2026 | 384.5K | 20.0M | 0 |
| Columbia Funds Series Trust-Columbia Convertible Securities Fund | Feb 28, 2026 | 450K | 23.4M | 0 |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.