0.00% | % of shares held by all insiders |
18.58% | % of shares held by institutions |
18.58% | % of float held by institutions |
27 | Number of institutions holding shares |
Holder | Shares | Date reported | % out | Value |
---|---|---|---|---|
Crossmark Global Holdings, Inc. | 273,716 | 30 Dec 2023 | 0.37% | 6,878,482 |
AR Asset Management, Inc. | 30,000 | 30 Dec 2023 | 0.04% | 753,899 |
Shapiro Capital Management Company, Inc. | 27,600 | 30 Dec 2023 | 0.04% | 693,587 |
Beck, Mack & Oliver LLC | 31,412 | 30 Dec 2023 | 0.04% | 789,383 |
Estabrook Capital Management | 5,300 | 30 Dec 2023 | 0.01% | 133,188 |
Bartlett & Co. | 2,340 | 30 Dec 2023 | 0.00% | 58,804 |
PNC Financial Services Group, Inc. | 976 | 30 Dec 2023 | 0.00% | 24,526 |
Bartlett & Co. Wealth Management LLC | 2,340 | 30 Dec 2023 | 0.00% | 58,804 |
Boyd Watterson Asset Management, LLC | 125 | 30 Mar 2024 | 0.00% | 3,141 |
Holder | Shares | Date reported | % out | Value |
---|---|---|---|---|
iShares Preferred & Income Securities ETF | 5,637,496 | 28 Feb 2024 | 7.62% | 141,670,269 |
Invesco ETF Tr II-Invesco Preferred ETF | 3,112,081 | 28 Feb 2024 | 4.21% | 78,206,592 |
Global X Fds-Global X U.S. Preferred ETF | 1,540,371 | 28 Feb 2024 | 2.08% | 38,709,521 |
Invesco ETF Tr-Invesco Financial Preferred ETF | 882,070 | 30 Mar 2024 | 1.19% | 22,166,418 |
SPDR (R) Ser Tr-SPDR ICE Preferred Securities ETF | 341,544 | 30 Mar 2024 | 0.46% | 8,583,000 |
ETF Series Solutions-AAM Low Duration Preferred & Income Securities | 233,668 | 30 Jan 2024 | 0.32% | 5,872,076 |
Fidelity Strategic Dividend & Income Fund | 175,000 | 30 Mar 2024 | 0.24% | 4,397,749 |
Invesco Multi Asset Income Fund | 63,386 | 30 Jan 2024 | 0.09% | 1,592,890 |
Innovator ETF Tr-Innovator S&P Investment Grade Preferred ETF | 33,585 | 30 Jan 2024 | 0.05% | 843,991 |
Tidal ETF Tr-Sound Enhanced Fixed Income ETF | 31,089 | 28 Feb 2024 | 0.04% | 781,266 |