As of 10:13 AM EDT. Market Open.
Major Holders
| Breakdown | |
|---|---|
| -- | % of Shares Held by All Insider |
| -- | % of Shares Held by Institutions |
| -- | % of Float Held by Institutions |
| -- | Number of Institutions Holding Shares |
Top Institutional Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Thompson Investment Management, Inc. | 3k | Jun 30, 2024 | 0.00% | 62,159 |
| 1620 Investment Advisors, Inc. | 1.64k | Jun 30, 2024 | 0.00% | 33,980 |
| Crossmark Global Holdings, Inc. | 315.77k | Jun 30, 2024 | 0.00% | 6,542,774 |
| PNC Financial Services Group, Inc. | 1.3k | Jun 30, 2024 | 0.00% | 26,873 |
| CCM Investment Advisers, LLC | 10k | Sep 30, 2024 | 0.00% | 207,199 |
Top Mutual Fund Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Principal Spectrum & Capital Securities Income Fd | 317.96k | May 31, 2024 | 0.00% | 6,588,110 |
| iShares Preferred & Income Securities ETF | 2.07M | Jun 30, 2024 | 0.00% | 42,850,802 |
| Guggenheim Strategic Opportunities Fd | 275k | May 31, 2024 | 0.00% | 5,697,999 |
| Cohen & Steers Preferred Securities & Income Fund | 1.62M | Jun 30, 2024 | 0.00% | 33,648,740 |
| SPDR (R) Ser Tr-SPDR ICE Preferred Securities ETF | 194.82k | Aug 31, 2024 | 0.00% | 4,036,773 |
| Fidelity Strategic Dividend & Income Fund | 681.2k | Aug 31, 2024 | 0.00% | 14,114,463 |
| Guggenheim Active Allocation Fund | 131.5k | May 31, 2024 | 0.00% | 2,724,679 |
| Invesco ETF Tr II-Invesco Preferred ETF | 1.74M | Sep 30, 2024 | 0.00% | 36,012,829 |
| Global X Fds-Global X U.S. Preferred ETF | 736.13k | Sep 30, 2024 | 0.00% | 15,252,716 |
| Invesco ETF Tr-Invesco Financial Preferred ETF | 532.07k | Sep 30, 2024 | 0.00% | 11,024,407 |
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