Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Preferred and Income Securities ETF | Feb 28, 2026 | 450.5K | 11.2M | 7.5% |
| Fidelity Securities Fund-Fidelity Real Estate Income Fund | Feb 28, 2026 | 320K | 8.0M | 5.3% |
| Unified Series Trust-Crawford Multi-Asset Income Fund | Mar 31, 2026 | 221.0K | 5.5M | 3.7% |
| Invesco Exch-Trd Fd. TRT II-Invesco Varbl Rate Preferred ETF | Apr 30, 2026 | 57.0K | 1.4M | 1.0% |
| Simplify Exchange Traded Funds-Simplify Opportunistic Income ETF | Dec 31, 2025 | 22.1K | 550.4K | 0.4% |
| Fidelity Salem Street Trust-Fidelity Strategic Real Return Fund | Mar 31, 2026 | 16K | 399.2K | 0.3% |
| ETF Series Solutions-AAM Low Duration Preferred and Income Securities | Jan 31, 2026 | 13.9K | 347.0K | 0.2% |
| John Hancock Funds II-Opportunistic Fixed Income Fund | Mar 31, 2026 | 10K | 249.5K | 0.2% |
| John Hancock Variable Insurance Trust-Opportunistic Fixed Income Trust | Dec 31, 2025 | 10K | 249.5K | 0.2% |
| Series Portfolios Trust-Infrastructure Capital Equity Income ETF | Feb 28, 2026 | 8.1K | 201.8K | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.