0.00% | % of shares held by all insiders |
15.52% | % of shares held by institutions |
15.52% | % of float held by institutions |
21 | Number of institutions holding shares |
Holder | Shares | Date reported | % out | Value |
---|---|---|---|---|
Atlas Wealth LLC | 354,001 | 30 Mar 2024 | 0.66% | 8,234,063 |
PNC Financial Services Group, Inc. | 275,220 | 30 Mar 2024 | 0.51% | 6,401,617 |
Ethos Financial Group, LLC | 30,276 | 30 Mar 2024 | 0.06% | 704,219 |
Tower Bridge Advisors | 29,100 | 30 Mar 2024 | 0.05% | 676,866 |
Delta Capital Management LLC | 19,805 | 30 Mar 2024 | 0.04% | 460,664 |
Atlas Capital Advisors LLC | 4,000 | 30 Mar 2024 | 0.01% | 93,040 |
Highlander Capital Management, LLC | 1,700 | 30 Dec 2023 | 0.00% | 39,542 |
Laffer Tengler Investments, Inc. | 2,572 | 30 Dec 2023 | 0.00% | 59,824 |
Boyd Watterson Asset Management, LLC | 500 | 30 Mar 2024 | 0.00% | 11,630 |
Org Partners LLC | 47 | 30 Mar 2024 | 0.00% | 1,093 |
Holder | Shares | Date reported | % out | Value |
---|---|---|---|---|
iShares Preferred & Income Securities ETF | 5,184,258 | 30 Mar 2024 | 9.60% | 120,585,842 |
Global X Fds-Global X U.S. Preferred ETF | 1,087,177 | 30 Mar 2024 | 2.01% | 25,287,737 |
Global X Fds-Global X Variable Rate Preferred ETF | 532,471 | 30 Mar 2024 | 0.99% | 12,385,275 |
Invesco ETF Tr II-Invesco Variable Rate Preferred ETF | 402,039 | 30 Mar 2024 | 0.74% | 9,351,427 |
ETF Series Solutions-AAM Low Duration Preferred & Income Securities | 213,457 | 30 Jan 2024 | 0.40% | 4,965,009 |
Principal Spectrum & Capital Securities Income Fd | 27,366 | 28 Feb 2024 | 0.05% | 636,533 |
ETFis Ser Tr I-Virtus InfraCap U.S. Preferred Stock ETF | 5,376 | 30 Jan 2024 | 0.01% | 125,045 |
SEI Tax Exempt Tr-SEI Tax-Advantaged Income Fund | 5,452 | 28 Feb 2024 | 0.01% | 126,813 |