Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Franklin Custodian Funds-FRANKLIN INCOME FUND | Dec 31, 2025 | 4.5M | 235.5M | 0 |
| iShares Trust-iShares Preferred and Income Securities ETF | Jan 31, 2026 | 2.2M | 117.0M | 0 |
| GLOBAL X FUNDS-Global X U.S. Preferred ETF | Jan 31, 2026 | 563.8K | 29.5M | 0 |
| CALAMOS INVESTMENT TRUST/IL-Calamos Market Neutral Income Fund | Oct 31, 2025 | 500K | 26.2M | 0 |
| Franklin Strategic Series-Franklin Templeton SMACS: Series E | Nov 30, 2025 | 350K | 18.3M | 0 |
| VanEck ETF Trust-VanEck Preferred Securities ex Financials ETF | Feb 28, 2026 | 877.3K | 45.9M | 0 |
| Franklin Investors Securities Trust-Franklin Managed Income Fund | Jan 31, 2026 | 475K | 24.9M | 0 |
| Capital Income Builder | Jan 31, 2026 | 2.3M | 122.5M | 0 |
| AMERICAN FUNDS GLOBAL BALANCED FUND | Jan 31, 2026 | 1.8M | 96.5M | 0 |
| SPDR SERIES TRT-State Street SPDR Bloomberg Convertible Securities ETF | Dec 31, 2025 | 425.5K | 22.3M | 0 |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.