Funds holding iShares Preferred and Income S
12 funds declare a position · 4 ETFs and 8 other funds · 48.6M $ · US4642886877
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Horizon Tactical Fixed Income Fund Horizon Funds | 584,379 | 18.4M $ | 10.03 % | as of Feb 28, 2026 · Original filing |
| DWS Alternative Asset Allocation VIP DEUTSCHE DWS VARIABLE SERIES II | 584,595 | 17.7M $ | 4.28 % | as of Mar 31, 2026 · Original filing |
| Cambria Fixed Income Trend ETF Cambria ETF Trust | 130,416 | 4.1M $ | 19.35 % | as of Apr 30, 2026 · Original filing |
| WAVELENGTH FUND Ultimus Managers Trust | 86,968 | 2.7M $ | 2.46 % | as of Feb 28, 2026 · Original filing |
| BHILL Fund Advisor Managed Portfolios | 47,020 | 1.4M $ | 2.69 % | as of Mar 31, 2026 · Original filing |
| Chesapeake Trend-Following Fixed Income ETF Tidal Trust II | 41,478 | 1.3M $ | 6.57 % | as of Mar 31, 2026 · Original filing |
| Blueprint Chesapeake Multi-Asset Trend ETF Tidal Trust II | 40,663 | 1.2M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| YORKTOWN MULTI-SECTOR BOND FUND American Pension Investors Trust | 32,000 | 1M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| AlphaCentric Symmetry Strategy Fund MUTUAL FUND SERIES TRUST | 12,386 | 375.5K $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| Eaton Vance Tax-Managed Equity Asset Allocation Fund Eaton Vance Mutual Funds Trust | 10,500 | 330.2K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Archer Income Fund ARCHER INVESTMENT SERIES TRUST | 1,000 | 31.4K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Unlimited Hfnd Multi-strategy Return Tracker ETF Tidal Trust I | 9 | 282.7 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
Institutional managers
961 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 22,748,180 | 689.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 15,022,935 | 455.5M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 9,476,370 | 287.3M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 7,711,936 | 233.8M $ | as of Mar 31, 2026 |
| UBS Group AG | 6,095,089 | 184.8M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 4,250,829 | 128.9M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 4,203,450 | 127.4M $ | as of Mar 31, 2026 |
| Mariner, LLC | 3,425,136 | 103.8M $ | as of Mar 31, 2026 |
| First Interstate Bank | 2,899,087 | 87.9M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 2,766,735 | 83.9M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,203,190 | 66.8M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 2,158,308 | 65.4M $ | as of Mar 31, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1,945,954 | 59M $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 1,714,585 | 52M $ | as of Mar 31, 2026 |
| Steward Partners Investment Advisory, LLC | 1,675,635 | 50.8M $ | as of Mar 31, 2026 |
| US BANCORP \DE\ | 1,567,996 | 47.5M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 1,544,205 | 46.8M $ | as of Mar 31, 2026 |
| FIFTH THIRD BANCORP | 1,520,559 | 46.1M $ | as of Mar 31, 2026 |
| Rockefeller Capital Management L.P. | 1,451,189 | 44M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 1,401,664 | 42.5M $ | as of Mar 31, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 1,299,624 | 39.4M $ | as of Mar 31, 2026 |
| GREENLEAF TRUST | 1,250,261 | 37.9M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 1,190,803 | 36.1M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,150,748 | 34.9M $ | as of Mar 31, 2026 |
| Baird Financial Group, Inc. | 1,088,817 | 33M $ | as of Mar 31, 2026 |