Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Capital Income Builder | Mar 31, 2026 | 3.3M | 176.3M | 0 |
| Fidelity Financial Trust-Fidelity Convertible Securities Fund | Apr 30, 2026 | 650.2K | 35.2M | 0 |
| Franklin Custodian Funds-FRANKLIN INCOME FUND | Mar 31, 2026 | 6M | 325.2M | 0 |
| iShares Trust-iShares Preferred and Income Securities ETF | Apr 30, 2026 | 6.9M | 374.0M | 0 |
| Virtus Investment Trust-Virtus Income & Growth Fund | Mar 31, 2026 | 501.8K | 27.2M | 0 |
| VanEck ETF Trust-VanEck Preferred Securities ex Financials ETF | May 31, 2026 | 3.0M | 160.0M | 0 |
| AMERICAN MUTUAL FUND | Mar 31, 2026 | 2.3M | 122.3M | 0 |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 4.9M | 265.9M | 0 |
| SPDR SERIES TRT-State Street SPDR Bloomberg Convertible Securities ETF | Mar 31, 2026 | 1.3M | 70.3M | 0 |
| American Funds Multi-Sector Income Fund | Mar 31, 2026 | 567.7K | 30.8M | 0 |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.