0.00% | % of shares held by all insiders |
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 | 30 Dec 2023 | 0.72% | 8,845,816 |
PNC Financial Services Group, Inc. | 273,252 | 30 Dec 2023 | 0.51% | 6,227,631 |
Ethos Financial Group, LLC | 28,254 | 30 Dec 2023 | 0.05% | 643,931 |
Tower Bridge Advisors | 29,100 | 30 Mar 2024 | 0.05% | 663,212 |
Delta Capital Management LLC | 19,805 | 30 Mar 2024 | 0.04% | 451,371 |
Atlas Capital Advisors LLC | 4,000 | 30 Mar 2024 | 0.01% | 91,163 |
Highlander Capital Management, LLC | 1,700 | 30 Dec 2023 | 0.00% | 38,744 |
Laffer Tengler Investments, Inc. | 2,572 | 30 Dec 2023 | 0.00% | 58,617 |
Boyd Watterson Asset Management, LLC | 500 | 30 Mar 2024 | 0.00% | 11,395 |
Holder | Shares | Date reported | % out | Value |
---|---|---|---|---|
iShares Preferred & Income Securities ETF | 5,111,613 | 28 Feb 2024 | 9.47% | 116,497,750 |
Global X Fds-Global X U.S. Preferred ETF | 1,124,040 | 28 Feb 2024 | 2.08% | 25,617,770 |
Global X Fds-Global X Variable Rate Preferred ETF | 563,969 | 28 Feb 2024 | 1.04% | 12,853,304 |
Invesco ETF Tr II-Invesco Variable Rate Preferred ETF | 392,566 | 28 Feb 2024 | 0.73% | 8,946,893 |
ETF Series Solutions-AAM Low Duration Preferred & Income Securities | 213,457 | 30 Jan 2024 | 0.40% | 4,864,855 |
Principal Spectrum & Capital Securities Income Fd | 27,366 | 28 Feb 2024 | 0.05% | 623,693 |
ETFis Ser Tr I-Virtus InfraCap U.S. Preferred Stock ETF | 5,376 | 30 Jan 2024 | 0.01% | 122,523 |
SEI Tax Exempt Tr-SEI Tax-Advantaged Income Fund | 5,452 | 28 Feb 2024 | 0.01% | 124,255 |