Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Preferred and Income Securities ETF | Jan 31, 2026 | 2.1M | 208.6M | 7.4% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 1.5M | 154M | 5.5% |
| VanEck ETF Trust-VanEck Preferred Securities ex Financials ETF | Feb 28, 2026 | 819.1K | 81.9M | 2.9% |
| Fidelity Summer Street Trust-Fidelity Capital & Income Fund | Jan 31, 2026 | 512.7K | 51.3M | 1.8% |
| Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund | Feb 28, 2026 | 485.2K | 48.5M | 1.7% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 192.5K | 19.2M | 0.7% |
| Fidelity Advisor Series I-Fidelity Advisor Floating Rate High Income F | Jan 31, 2026 | 93.5K | 9.4M | 0.3% |
| Fidelity Advisor Series I-Fidelity Advisor Capital & Income Fund | Jan 31, 2026 | 90.5K | 9.0M | 0.3% |
| Advisor Managed Portfolios-Miller Income Fund | Dec 31, 2025 | 50K | 5M | 0.2% |
| Fidelity Summer Street Trust-Fidelity Series High Income Fund | Jan 31, 2026 | 41.1K | 4.1M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.