Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Preferred and Income Securities ETF | Sep 30, 2026 | 4.2M | 424.7M | 15.2% |
| VanEck ETF Trust-VanEck Preferred Securities ex Financials ETF | Sep 30, 2026 | 1.7M | 173.7M | 6.2% |
| ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF | Jul 31, 2026 | 722.1K | 72.2M | 2.6% |
| Fidelity Summer Street Trust-Fidelity Capital & Income Fund | Jul 31, 2026 | 699.1K | 69.9M | 2.5% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2026 | 579.5K | 57.9M | 2.1% |
| Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund | Aug 31, 2026 | 495.5K | 49.5M | 1.8% |
| Fidelity Advisor Series I-Fidelity Advisor Floating Rate High Income F | Jul 31, 2026 | 153.5K | 15.3M | 0.6% |
| Fidelity Advisor Series I-Fidelity Advisor Capital & Income Fund | Jul 31, 2026 | 126.4K | 12.6M | 0.5% |
| Trust for Advised Portfolios-Miller Income Fund | Sep 30, 2026 | 50K | 5.0M | 0.2% |
| Fidelity Income Fund-Fidelity Total Bond Fund | Aug 31, 2026 | 44.0K | 4.4M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.