Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Amplify ETF Trust-Amplify CEF High Income ETF | Dec 31, 2025 | 1.6M | 5.7M | 1.7% |
| Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF | Jan 31, 2026 | 1.1M | 4.1M | 1.2% |
| Collaborative Investment Series TRT-RAREVIEW DYNAMIC FIXED INCOME ETF | Dec 31, 2025 | 572.5K | 2.1M | 0.6% |
| Global Opportunities Portfolio | Jan 31, 2026 | 384.0K | 1.4M | 0.4% |
| Modern Capital Funds Trust-Modern Capital Tactical Income Fund | Dec 31, 2025 | 200.4K | 725.5K | 0.2% |
| Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF | Jan 31, 2026 | 152.1K | 550.6K | 0.2% |
| Thrivent Mutual Funds-Thrivent Multisector Bond Fund | Oct 31, 2025 | 139.7K | 505.8K | 0.2% |
| Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF | Jan 31, 2026 | 84.3K | 305.0K | 0.1% |
| First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF | Jan 31, 2026 | 84.6K | 306.2K | 0.1% |
| Thrivent Mutual Funds-Thrivent Conservative Allocation Fund | Dec 31, 2025 | 67.7K | 245.3K | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.