Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Amplify ETF Trust-Amplify CEF High Income ETF | Dec 31, 2025 | 1.5M | 19.6M | 2.8% |
| First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF | Jan 31, 2026 | 106.8K | 1.4M | 0.2% |
| LoCorr Investment Trust-LoCorr Spectrum Income Fund | Dec 31, 2025 | 44.0K | 588.1K | 0.1% |
| Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF | Jan 31, 2026 | 34.6K | 462.8K | 0.1% |
| Thrivent Mutual Funds-Thrivent Multisector Bond Fund | Oct 31, 2025 | 15.4K | 206.4K | 0.0% |
| Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio | Dec 31, 2025 | 3.0K | 39.7K | 0.0% |
| Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio | Dec 31, 2025 | 3.8K | 51.5K | 0.0% |
| Thrivent Mutual Funds-Thrivent Conservative Allocation Fund | Dec 31, 2025 | 6.7K | 89.5K | 0.0% |
| Thrivent Series Fund, Inc.-Thrivent Dynamic Allocation Portfolio | Dec 31, 2025 | 1.6K | 22.0K | 0 |
| Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund | Jan 31, 2026 | 2.4K | 31.7K | 0 |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.