0.00% | % of Shares Held by All Insider |
15.62% | % of Shares Held by Institutions |
15.62% | % of Float Held by Institutions |
20 | Number of Institutions Holding Shares |
Holder | Shares | Date Reported | % Out | Value |
---|---|---|---|---|
Atlas Wealth LLC | 388,131 | Dec 30, 2023 | 0.72% | 8,756,235 |
PNC Financial Services Group, Inc. | 273,252 | Dec 30, 2023 | 0.51% | 6,164,564 |
Tower Bridge Advisors | 29,800 | Dec 30, 2023 | 0.06% | 672,287 |
Ethos Financial Group, LLC | 28,254 | Dec 30, 2023 | 0.05% | 637,410 |
Delta Capital Management LLC | 19,805 | Mar 30, 2024 | 0.04% | 446,800 |
Atlas Capital Advisors LLC | 4,000 | Mar 30, 2024 | 0.01% | 90,239 |
Highlander Capital Management, LLC | 1,700 | Dec 30, 2023 | 0.00% | 38,351 |
Boyd Watterson Asset Management, LLC | 500 | Dec 30, 2023 | 0.00% | 11,279 |
Laffer Tengler Investments, Inc. | 2,572 | Dec 30, 2023 | 0.00% | 58,024 |
Holder | Shares | Date Reported | % Out | Value |
---|---|---|---|---|
iShares Preferred & Income Securities ETF | 5,111,613 | Feb 28, 2024 | 9.47% | 115,317,986 |
Global X Fds-Global X U.S. Preferred ETF | 1,124,040 | Feb 28, 2024 | 2.08% | 25,358,341 |
Global X Fds-Global X Variable Rate Preferred ETF | 563,969 | Feb 28, 2024 | 1.04% | 12,723,140 |
Invesco ETF Tr II-Invesco Variable Rate Preferred ETF | 392,566 | Feb 28, 2024 | 0.73% | 8,856,288 |
ETF Series Solutions-AAM Low Duration Preferred & Income Securities | 213,457 | Jan 30, 2024 | 0.40% | 4,815,589 |
SEI Tax Exempt Tr-SEI Tax-Advantaged Income Fund | 30,599 | Nov 29, 2023 | 0.06% | 690,313 |
Principal Spectrum & Capital Securities Income Fd | 27,366 | Nov 29, 2023 | 0.05% | 617,376 |
ETFis Ser Tr I-Virtus InfraCap U.S. Preferred Stock ETF | 5,376 | Jan 30, 2024 | 0.01% | 121,282 |