Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN BALANCED FUND | Dec 31, 2025 | 1.3M | 128.6M | 15.8% |
| Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund | Feb 28, 2026 | 1.3M | 122.1M | 15.0% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 1.0M | 98.9M | 12.2% |
| iShares Trust-iShares Preferred and Income Securities ETF | Jan 31, 2026 | 927.3K | 88.6M | 10.9% |
| VanEck ETF Trust-VanEck Preferred Securities ex Financials ETF | Feb 28, 2026 | 363.6K | 34.8M | 4.3% |
| Fidelity Summer Street Trust-Fidelity Capital & Income Fund | Jan 31, 2026 | 303.4K | 29.0M | 3.6% |
| INVESTMENT CO OF AMERICA | Dec 31, 2025 | 291.4K | 27.9M | 3.4% |
| Fidelity Salem Street Trust-Fidelity Strategic Dividend & Income Fund | Feb 28, 2026 | 88.7K | 8.5M | 1.0% |
| Fidelity Advisor Series I-Fidelity Advisor Capital & Income Fund | Jan 31, 2026 | 54.9K | 5.2M | 0.6% |
| Fidelity Financial Trust-Fidelity Convertible Securities Fund | Feb 28, 2026 | 34.2K | 3.3M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.