At close: December 13 at 3:59:44 PM EST
Major Holders
| Breakdown | |
|---|---|
| 0.00% | % of Shares Held by All Insider |
| 25.71% | % of Shares Held by Institutions |
| 25.71% | % of Float Held by Institutions |
| 21 | Number of Institutions Holding Shares |
Top Institutional Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Boyd Watterson Asset Management, LLC | 125 | Sep 30, 2024 | 0.00% | 2,482 |
| United Community Bank | 600 | Sep 30, 2024 | 0.00% | 11,916 |
| Ethos Financial Group, LLC | 20.97k | Sep 30, 2024 | 0.00% | 416,484 |
| PNC Financial Services Group, Inc. | 2.27k | Sep 30, 2024 | 0.00% | 45,042 |
Top Mutual Fund Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| First Eagle Global Income Builder Fund | 499.12k | Jul 31, 2024 | 0.00% | 9,912,583 |
| Invesco ETF Tr II-Invesco Preferred ETF | 1.47M | Sep 30, 2024 | 0.00% | 29,248,835 |
| Invesco ETF Tr-Invesco Financial Preferred ETF | 713.58k | Sep 30, 2024 | 0.00% | 14,171,619 |
| Innovator ETF Tr-Innovator S&P Investment Grade Preferred ETF | 121.74k | Jul 31, 2024 | 0.00% | 2,417,776 |
| SPDR (R) Ser Tr-SPDR ICE Preferred Securities ETF | 467.38k | Sep 30, 2024 | 0.00% | 9,282,127 |
| Principal Spectrum & Capital Securities Income Fd | 423.67k | Aug 31, 2024 | 0.00% | 8,414,106 |
| Cohen & Steers Preferred Securities & Income Fund | 211.76k | Sep 30, 2024 | 0.00% | 4,205,633 |
| iShares Preferred & Income Securities ETF | 3.56M | Sep 30, 2024 | 0.00% | 70,719,257 |
| Fidelity Strategic Dividend & Income Fund | 227.29k | Oct 31, 2024 | 0.00% | 4,513,939 |
| Global X Fds-Global X U.S. Preferred ETF | 758.57k | Oct 31, 2024 | 0.00% | 15,065,260 |
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