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Holdings (Monthly) Guide ↗

Preferred Securities and Income SMA Shares

· Cohen & Steers Preferred Securities & Income SMA Shares, Inc.
Monthly Holdings $437M AUM 251 positions Period Jan 2026 Filed Mar 30, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 State Street Institutional Treasury Plus Money Market Fund 857492862 Apr 2024 9,267,710 $9.3M 2.14% STIV
2 CITIGROUP INC 17327CBC6 Jan 2026 6,306,000 $6.4M 1.49% DBT
3 BANK OF AMERICA CORP 06055HAH6 Jan 2026 5,191,000 $5.4M 1.25% DBT
4 CITIGROUP INC 172967QJ3 Jan 2026 5,173,000 $5.3M 1.22% DBT
5 CITIGROUP INC 17327CAV5 Jan 2026 4,655,000 $4.8M 1.11% DBT
6 GOLDMAN SACHS GROUP INC 38141GA79 Apr 2024 4,036,000 $4.3M 0.98% DBT
7 ALGONQUIN PWR & UTILITY 015857AH8 Apr 2024 4,181,000 $4.2M 0.96% DBT
8 ENBRIDGE INC 29250NBT1 Apr 2024 3,584,000 $4.1M 0.95% DBT
9 SOUTH BOW CAN INFRA HOLD 836720AG7 Jan 2026 3,725,000 $3.9M 0.90% DBT
10 BNP PARIBAS 05565AM34 Apr 2024 3,600,000 $3.8M 0.88% DBT
11 ING GROEP NV 456837BT9 Jan 2026 3,600,000 $3.8M 0.87% DBT
12 UBS GROUP AG 902613BV9 Jan 2026 3,700,000 $3.7M 0.86% DBT
13 BARCLAYS PLC 06738ECN3 Apr 2024 3,200,000 $3.6M 0.84% DBT
14 BNP PARIBAS 05602XDJ4 Apr 2024 3,200,000 $3.5M 0.81% DBT
15 STANDARD CHARTERED PLC 853254DA5 Apr 2024 3,200,000 $3.4M 0.79% DBT
16 SOCIETE GENERALE 83371GAA9 Apr 2024 3,000,000 $3.3M 0.77% DBT
17 JPMORGAN CHASE & CO 48128BAQ4 Apr 2024 3,154,000 $3.3M 0.77% DBT
18 BANK OF AMERICA CORP 06055HAK9 Jan 2026 3,270,000 $3.3M 0.77% DBT
19 UBS GROUP AG 902613BE7 Apr 2024 2,800,000 $3.3M 0.76% DBT
20 ALTAGAS LTD 021361AD2 Jan 2026 3,130,000 $3.3M 0.75% DBT
21 UBS GROUP AG 902613BW7 Jan 2026 3,200,000 $3.2M 0.75% DBT
22 BNP PARIBAS 05565A5R0 Apr 2024 3,000,000 $3.2M 0.74% DBT
23 CREDIT AGRICOLE SA 225313AT2 Jan 2026 3,000,000 $3.1M 0.72% DBT
24 ROYAL BANK OF CANADA 780082AV5 Jan 2026 3,000,000 $3.1M 0.72% DBT
25 SEMPRA 816851BS7 Apr 2024 3,005,000 $3.1M 0.71% DBT
26 EVERGY INC 30034WAE6 Jan 2026 2,960,000 $3.0M 0.70% DBT
27 NEXTERA ENERGY CAPITAL 65339KDB3 Jan 2026 2,786,000 $3.0M 0.68% DBT
28 BNP PARIBAS 05602XJC3 Jan 2026 2,800,000 $3.0M 0.68% DBT
29 BANK OF NOVA SCOTIA 06419GEE2 Jan 2026 2,800,000 $2.9M 0.66% DBT
30 BANCO SANTANDER SA 05964HBH7 Jan 2026 2,600,000 $2.9M 0.66% DBT
31 ING GROEP NV 000000000 Apr 2024 2,600,000 $2.8M 0.65% DBT
32 BNP PARIBAS 05565ASK0 Apr 2024 3,000,000 $2.8M 0.65% DBT
33 ENERGY TRANSFER LP 29273VAM2 Apr 2024 2,681,000 $2.8M 0.64% DBT
34 ENBRIDGE INC 29250NCF0 Jan 2026 2,580,000 $2.8M 0.63% DBT
35 HSBC HOLDINGS PLC 404280FA2 Jan 2026 2,600,000 $2.7M 0.63% DBT
36 NOMURA HOLDINGS INC 65535HCC1 Jan 2026 2,600,000 $2.7M 0.62% DBT
37 RLGH FINANCE BERMUDA LTD 000000000 Apr 2024 2,600,000 $2.7M 0.61% DBT
38 Societe Generale 83367TBU2 Apr 2024 2,600,000 $2.6M 0.61% DBT
39 HSBC HOLDINGS PLC 404280AH2 Apr 2024 2,400,000 $2.6M 0.61% DBT
40 INTESA SANPAOLO SPA 000000000 Apr 2024 2,000,000 $2.6M 0.60% DBT
41 FIRST HORIZON BANK 337158208 Apr 2024 3,500 $2.6M 0.60% EP
42 ENERGY TRANSFER LP 29273VAJ9 Apr 2024 2,510,000 $2.5M 0.59% DBT
43 TORONTO-DOMINION BANK 89116C4H7 Jan 2026 2,500,000 $2.5M 0.59% DBT
44 DOMINION ENERGY INC 25746UEA3 Jan 2026 2,520,000 $2.5M 0.58% DBT
45 SOCIETE GENERALE 83370RAA6 Apr 2024 2,600,000 $2.5M 0.58% DBT
46 BANCO DE SABADELL SA 000000000 Apr 2024 2,000,000 $2.5M 0.58% DBT
47 NEXTERA ENERGY CAPITAL 65339KDF4 Jan 2026 2,370,000 $2.5M 0.58% DBT
48 UBS GROUP AG 902613BS6 Jan 2026 2,400,000 $2.4M 0.56% DBT
49 TELUS CORP 87971MCM3 Jan 2026 2,330,000 $2.4M 0.56% DBT
50 ENBRIDGE INC 29250NBP9 Apr 2024 2,232,000 $2.4M 0.56% DBT
51 State Street Institutional US Government Money Market Fund 857492706 Apr 2024 2,432,162 $2.4M 0.56% STIV
52 FARM CREDIT BK OF TEXAS 30767EAE9 Jan 2026 2,310,000 $2.4M 0.56% DBT
53 PHILLIPS 66 CO 718547AZ5 Jan 2026 2,430,000 $2.4M 0.56% DBT
54 CHARLES SCHWAB CORP 808513BJ3 Apr 2024 2,567,000 $2.4M 0.56% DBT
55 CANADIAN IMPERIAL BANK 13607QUM2 Jan 2026 2,400,000 $2.4M 0.56% DBT
56 METLIFE INC 59156RBS6 Apr 2024 2,000,000 $2.4M 0.55% DBT
57 NEXTERA ENERGY CAPITAL 65339KCW8 Apr 2024 2,321,000 $2.4M 0.55% DBT
58 AMERICAN ELECTRIC POWER 02557TAF6 Jan 2026 2,365,000 $2.3M 0.54% DBT
59 SEMPRA 816851BT5 Jan 2026 2,312,000 $2.3M 0.54% DBT
60 STATE STREET CORP 857477CH4 Apr 2024 2,207,000 $2.3M 0.53% DBT
61 DAI-ICHI LIFE INSURANCE 23381LAA2 Jan 2026 2,200,000 $2.3M 0.53% DBT
62 GOLDMAN SACHS GROUP INC 38141GC28 Jan 2026 2,181,000 $2.3M 0.52% DBT
63 PNC FINANCIAL SERVICES 693475BC8 Apr 2024 2,273,000 $2.2M 0.52% DBT
64 PHILLIPS 66 CO 718547BA9 Jan 2026 2,200,000 $2.2M 0.51% DBT
65 UBS GROUP AG 902613AD0 Apr 2024 2,400,000 $2.2M 0.51% DBT
66 BANCO SANTANDER SA 05971KAQ2 Apr 2024 1,800,000 $2.2M 0.50% DBT
67 SWEDBANK AB 000000000 Apr 2024 2,000,000 $2.2M 0.50% DBT
68 LLOYDS BANKING GROUP PLC 000000000 Apr 2024 1,500,000 $2.2M 0.50% DBT
69 TELUS CORP 87971MCQ4 Jan 2026 2,140,000 $2.2M 0.50% DBT
70 TELUS CORP 87971MCR2 Jan 2026 2,140,000 $2.2M 0.50% DBT
71 ENERGY TRANSFER LP 29273VAN0 Apr 2024 2,131,000 $2.1M 0.49% DBT
72 CITIGROUP INC 172967PE5 Apr 2024 2,034,000 $2.1M 0.49% DBT
73 AMERICAN ELECTRIC POWER 02557TAE9 Jan 2026 2,110,000 $2.1M 0.49% DBT
74 TORONTO-DOMINION BANK 89117F8Z5 Apr 2024 2,000,000 $2.1M 0.48% DBT
75 DEUTSCHE BANK AG 000000000 Apr 2024 1,600,000 $2.1M 0.48% DBT
76 CVS HEALTH CORP 126650EH9 Jan 2026 1,992,000 $2.1M 0.48% DBT
77 BARCLAYS PLC 000000000 Apr 2024 1,400,000 $2.1M 0.48% DBT
78 SEMPRA 816851BW8 Jan 2026 2,030,000 $2.1M 0.48% DBT
79 COVENTRY BLDG SOCIETY 000000000 Apr 2024 1,400,000 $2.1M 0.48% DBT
80 AMERICAN ELECTRIC POWER 025537AZ4 Jan 2026 1,946,000 $2.0M 0.47% DBT
81 AXA SA 000000000 Apr 2024 1,700,000 $2.0M 0.47% DBT
82 NATWEST GROUP PLC 639057AQ1 Jan 2026 1,800,000 $2.0M 0.47% DBT
83 BARCLAYS PLC 000000000 Apr 2024 1,400,000 $2.0M 0.47% DBT
84 SUMITOMO LIFE INSUR 86564CAF7 Jan 2026 2,000,000 $2.0M 0.46% DBT
85 LLOYDS BANKING GROUP PLC 000000000 Apr 2024 1,400,000 $2.0M 0.46% DBT
86 RLGH FINANCE BERMUDA LTD 000000000 Apr 2024 1,900,000 $2.0M 0.46% DBT
87 ATHORA NETHERLANDS 000000000 Apr 2024 1,600,000 $2.0M 0.46% DBT
88 ROYAL BANK OF CANADA 780082AY9 Jan 2026 2,000,000 $2.0M 0.46% DBT
89 ROTHESAY LIFE 000000000 Apr 2024 2,000,000 $2.0M 0.46% DBT
90 ENSTAR FINANCE LLC 29360AAB6 Apr 2024 1,980,000 $2.0M 0.45% DBT
91 VENTURE GLOBAL LNG INC 92332YAF8 Jan 2026 2,232,000 $2.0M 0.45% DBT
92 SBL HOLDINGS INC 78397DAA6 Apr 2024 1,940,000 $2.0M 0.45% DBT
93 TRANSCANADA TRUST 89356BAG3 Apr 2024 1,955,000 $1.9M 0.45% DBT
94 ING GROEP NV 000000000 Apr 2024 1,800,000 $1.9M 0.44% DBT
95 SOCIETE GENERALE 83370RAE8 Jan 2026 1,800,000 $1.9M 0.44% DBT
96 United States Treasury 912810UP1 Jan 2026 2,000,000 $1.9M 0.44% DBT
97 METLIFE CAPITAL TRUST IV 591560AA5 Apr 2024 1,700,000 $1.9M 0.44% DBT
98 ING GROEP NV 000000000 Apr 2024 1,800,000 $1.9M 0.43% DBT
99 SOFTBANK GROUP CORP 000000000 Apr 2024 2,000,000 $1.9M 0.43% DBT
100 BP CAPITAL MARKETS PLC 05565QDW5 Apr 2024 1,740,000 $1.9M 0.43% DBT
101 ERSTE GROUP BANK AG 000000000 Apr 2024 1,400,000 $1.8M 0.42% DBT
102 DEUTSCHE BANK AG 000000000 Apr 2024 1,400,000 $1.8M 0.42% DBT
103 HUNTINGTON BANCSHARES 446150BG8 Jan 2026 1,780,000 $1.8M 0.41% DBT
104 SBL HOLDINGS INC 78397DAC2 Apr 2024 1,850,000 $1.8M 0.41% DBT
105 WELLS FARGO & COMPANY 95002YAC7 Jan 2026 1,685,000 $1.8M 0.41% DBT
106 NATIONWIDE BLDG SOCIETY 000000000 Apr 2024 1,200,000 $1.8M 0.41% DBT
107 EUROBANK SA 000000000 Apr 2024 1,400,000 $1.7M 0.40% DBT
108 AES CORP/THE 00130HCL7 Jan 2026 1,786,000 $1.7M 0.40% DBT
109 ATHENE HOLDING LTD 04686JAM3 Jan 2026 1,715,000 $1.7M 0.40% DBT
110 COMMERZBANK AG 000000000 Apr 2024 1,600,000 $1.7M 0.39% DBT
111 BELL CANADA 0778FPAP4 Jan 2026 1,630,000 $1.7M 0.39% DBT
112 DOMINION ENERGY INC 25746UDV8 Jan 2026 1,630,000 $1.7M 0.39% DBT
113 BELL CANADA 0778FPAQ2 Jan 2026 1,595,000 $1.7M 0.39% DBT
114 ALLIANZ SE 018820AE0 Jan 2026 1,600,000 $1.7M 0.38% DBT
115 CANADIAN IMPERIAL BANK 13607P7Y4 Jan 2026 1,600,000 $1.7M 0.38% DBT
116 NORDEA BANK ABP 65558RAQ2 Jan 2026 1,600,000 $1.6M 0.38% DBT
117 CMS ENERGY CORP 125896BY5 Jan 2026 1,580,000 $1.6M 0.38% DBT
118 REINSURANCE GRP OF AMER 759351AT6 Jan 2026 1,580,000 $1.6M 0.38% DBT
119 BARCLAYS PLC 06738EBX2 Apr 2024 1,500,000 $1.6M 0.37% DBT
120 LLOYDS BANKING GROUP PLC 539439BF5 Jan 2026 1,600,000 $1.6M 0.37% DBT
121 TELUS CORP 87971MCL5 Jan 2026 1,540,000 $1.6M 0.36% DBT
122 ING GROEP NV 000000000 Apr 2024 1,600,000 $1.6M 0.36% DBT
123 FARM CREDIT BK OF TEXAS 30767EAF6 Jan 2026 1,500,000 $1.6M 0.36% DBT
124 SOCIETE GENERALE 83370RAD0 Jan 2026 1,400,000 $1.6M 0.36% DBT
125 COBANK ACB 19075QAG7 Jan 2026 1,500,000 $1.6M 0.36% DBT
126 PNC FINANCIAL SERVICES 693475BD6 Apr 2024 1,528,000 $1.5M 0.36% DBT
127 LINCOLN NATIONAL CORP 534187BP3 Apr 2024 1,885,000 $1.5M 0.35% DBT
128 BANK OF NOVA SCOTIA 0641598V1 Apr 2024 1,400,000 $1.5M 0.35% DBT
129 SOCIETE GENERALE 83370RAC2 Apr 2024 1,400,000 $1.5M 0.35% DBT
130 PIRAEUS BANK SA 000000000 Apr 2024 1,200,000 $1.5M 0.34% DBT
131 ENBRIDGE INC 29250NBS3 Apr 2024 1,381,000 $1.5M 0.34% DBT
132 JPMORGAN CHASE & CO 48128AAJ2 Jan 2026 1,420,000 $1.5M 0.34% DBT
133 ALLIANT ENERGY CORP 018802AF5 Jan 2026 1,470,000 $1.5M 0.34% DBT
134 BARCLAYS PLC 000000000 Apr 2024 1,200,000 $1.4M 0.33% DBT
135 BP CAPITAL MARKETS PLC 05565QDX3 Jan 2026 1,372,000 $1.4M 0.33% DBT
136 CITIGROUP INC 172967PM7 Jan 2026 1,344,000 $1.4M 0.32% DBT
137 GLOBAL ATLANTIC FIN CO 37959GAG2 Jan 2026 1,335,000 $1.4M 0.32% DBT
138 COBANK ACB 19075QAE2 Apr 2024 1,350,000 $1.4M 0.31% DBT
139 NEXTERA ENERGY CAPITAL 65339KDE7 Jan 2026 1,290,000 $1.3M 0.31% DBT
140 GLOBAL ATLANTIC FIN CO 37959GAH0 Jan 2026 1,300,000 $1.3M 0.30% DBT
141 UBS GROUP AG 902613BF4 Apr 2024 1,200,000 $1.3M 0.30% DBT
142 ALLY FINANCIAL INC 02005NBM1 Jan 2026 1,307,000 $1.3M 0.30% DBT
143 SOCIETE GENERALE 83370RAF5 Jan 2026 1,300,000 $1.3M 0.30% DBT
144 EUSHI FINANCE INC 29882DAB9 Jan 2026 1,231,000 $1.3M 0.30% DBT
145 BARCLAYS PLC 06738EDC6 Jan 2026 1,200,000 $1.3M 0.30% DBT
146 ENBRIDGE INC 29250NAW5 Apr 2024 1,271,000 $1.3M 0.30% DBT
147 UBS GROUP AG 902613BK3 Jan 2026 1,200,000 $1.3M 0.30% DBT
148 ENTERGY CORP 29364GAQ6 Jan 2026 1,220,000 $1.3M 0.29% DBT
149 CAIXABANK SA 000000000 Apr 2024 1,000,000 $1.3M 0.29% DBT
150 BANK OF NOVA SCOTIA 0641598X7 Jan 2026 1,200,000 $1.3M 0.29% DBT
151 ERSTE GROUP BANK AG 000000000 Apr 2024 1,000,000 $1.3M 0.29% DBT
152 CENTERPOINT ENERGY INC 15189TBH9 Jan 2026 1,185,000 $1.2M 0.29% DBT
153 ENTERGY CORP 29364GAS2 Jan 2026 1,240,000 $1.2M 0.29% DBT
154 DEUTSCHE BANK AG 000000000 Apr 2024 1,000,000 $1.2M 0.29% DBT
155 HSBC HOLDINGS PLC 404280CN7 Apr 2024 1,300,000 $1.2M 0.28% DBT
156 SPIRE INC 84857LAD3 Jan 2026 1,230,000 $1.2M 0.28% DBT
157 HA SUSTAINABLE INF CAP 41068XAG5 Jan 2026 1,160,000 $1.2M 0.28% DBT
158 BANK OF AMERICA CORP 060505FL3 Apr 2024 1,199,000 $1.2M 0.28% DBT
159 AXA SA 054536AA5 Apr 2024 1,025,000 $1.2M 0.28% DBT
160 BARCLAYS PLC 000000000 Apr 2024 800,000 $1.2M 0.27% DBT
161 HARTFORD INSUR GRP INC 416515BC7 Apr 2024 1,236,000 $1.2M 0.27% DBT
162 ENERGY TRANSFER LP 29273VBH2 Jan 2026 1,170,000 $1.2M 0.27% DBT
163 ALLY FINANCIAL INC 02005NBN9 Jan 2026 1,225,000 $1.2M 0.27% DBT
164 SVENSKA HANDELSBANKEN AB 000000000 Apr 2024 1,200,000 $1.1M 0.27% DBT
165 CITIGROUP INC 172967242 Jan 2026 44,593 $1.1M 0.26% EP
166 Cooperatieve Rabobank UA 000000000 Apr 2024 826,975 $1.1M 0.26% DBT
167 BANCO BILBAO VIZCAYA ARG 05946KAM3 Apr 2024 1,000,000 $1.1M 0.26% DBT
168 BANCO SANTANDER SA 05971KAP4 Apr 2024 1,000,000 $1.1M 0.26% DBT
169 NATIONWIDE BLDG SOCIETY 000000000 Apr 2024 800,000 $1.1M 0.25% DBT
170 COREBRIDGE FINANCIAL INC 21871XAU3 Jan 2026 1,050,000 $1.1M 0.25% DBT
171 EQUITABLE HOLDINGS INC 29452EAD3 Jan 2026 1,030,000 $1.1M 0.25% DBT
172 DOMINION ENERGY INC 25746UDT3 Jan 2026 1,035,000 $1.1M 0.25% DBT
173 DOMINION ENERGY INC 25746UDU0 Jan 2026 993,000 $1.1M 0.25% DBT
174 KEYCORP CAPITAL III 49326QAA4 Apr 2024 1,000,000 $1.1M 0.25% DBT
175 PNC FINANCIAL SERVICES 693475BP9 Apr 2024 1,035,000 $1.1M 0.25% DBT
176 BNP PARIBAS 05565AS20 Apr 2024 1,000,000 $1.1M 0.25% DBT
177 F&G ANNUITIES & LIFE INC 30190A203 Apr 2024 41,574 $1.1M 0.25% EP
178 ENBRIDGE INC 29250NAS4 Apr 2024 1,065,000 $1.1M 0.25% DBT
179 HSBC HOLDINGS PLC 404280DT3 Apr 2024 1,000,000 $1.1M 0.24% DBT
180 TORONTO-DOMINION BANK 89116CKP1 Jan 2026 1,000,000 $1.0M 0.24% DBT
181 ABN AMRO BANK NV 000000000 Apr 2024 800,000 $1.0M 0.24% DBT
182 HSBC HOLDINGS PLC 404280EH8 Jan 2026 1,000,000 $1.0M 0.24% DBT
183 STANDARD CHARTERED PLC 853254DH0 Jan 2026 1,000,000 $1.0M 0.24% DBT
184 UBS GROUP AG 902613BN7 Jan 2026 1,000,000 $1.0M 0.24% DBT
185 UNICREDIT SPA 000000000 Apr 2024 800,000 $1.0M 0.24% DBT
186 DOMINION ENERGY INC 25746UDZ9 Jan 2026 1,000,000 $1.0M 0.23% DBT
187 TRUIST FINANCIAL CORP 89832QAD1 Jan 2026 1,000,000 $1.0M 0.23% DBT
188 ROYAL BANK OF CANADA 780082BA0 Jan 2026 1,000,000 $1000K 0.23% DBT
189 BANCO BPM SPA 000000000 Apr 2024 800,000 $990K 0.23% DBT
190 BARCLAYS BANK PLC 06738C828 Apr 2024 930,000 $987K 0.23% DBT
191 AIB GROUP PLC 000000000 Apr 2024 800,000 $983K 0.23% DBT
192 SOUTH BOW CAN INFRA HOLD 836720AJ1 Jan 2026 920,000 $973K 0.22% DBT
193 NISOURCE INC 65473PAT2 Jan 2026 935,000 $967K 0.22% DBT
194 EUROBANK SA 000000000 Apr 2024 800,000 $954K 0.22% DBT
195 EXELON CORP 30161NBQ3 Jan 2026 850,000 $883K 0.20% DBT
196 AMERICAN ELECTRIC POWER 025537BA8 Jan 2026 821,000 $880K 0.20% DBT
197 WELLS FARGO & COMPANY 95002YAA1 Apr 2024 820,000 $874K 0.20% DBT
198 NATWEST GROUP PLC 000000000 Apr 2024 600,000 $867K 0.20% DBT
199 BANK OF NOVA SCOTIA 0641598S8 Apr 2024 800,000 $848K 0.20% DBT
200 JULIUS BAER GROUP LTD 000000000 Apr 2024 800,000 $839K 0.19% DBT
201 LLOYDS BANKING GROUP PLC 53944YBB8 Jan 2026 800,000 $833K 0.19% DBT
202 ILFC E-CAPITAL TRUST II 44965UAA2 Apr 2024 940,000 $829K 0.19% SN
203 BANK OF MONTREAL 06368L8V1 Jan 2026 800,000 $824K 0.19% DBT
204 COREBRIDGE FINANCIAL INC 21871XAP4 Apr 2024 800,000 $822K 0.19% DBT
205 WELLS FARGO & COMPANY 949746NL1 Apr 2024 778,000 $819K 0.19% DBT
206 LANCASHIRE HOLDINGS LTD 000000000 Apr 2024 800,000 $801K 0.18% DBT
207 GOLDMAN SACHS GROUP INC 38144GAG6 Apr 2024 786,000 $782K 0.18% DBT
208 AIB GROUP PLC 000000000 Apr 2024 600,000 $773K 0.18% DBT
209 GOLDMAN SACHS CAPITAL I 38143VAA7 Apr 2024 721,000 $770K 0.18% DBT
210 ARES FINANCE CO 04018VAA1 Apr 2024 766,000 $758K 0.17% DBT
211 LB BADEN-WUERTTEMBERG 000000000 Apr 2024 600,000 $753K 0.17% DBT
212 LINCOLN NATIONAL CORP 534187BR9 Apr 2024 699,000 $751K 0.17% DBT
213 SPIRE INC 84857LAE1 Jan 2026 740,000 $747K 0.17% DBT
214 UNIPOL ASSICURAZIONI SPA 000000000 Apr 2024 600,000 $727K 0.17% DBT
215 LINCOLN NATIONAL CORP 534187BN8 Apr 2024 800,000 $697K 0.16% DBT
216 VOLKSWAGEN INTL FIN NV 000000000 Apr 2024 500,000 $694K 0.16% DBT
217 AMERICAN NATIONAL GROUP 025676AR8 Jan 2026 680,000 $687K 0.16% DBT
218 CMS ENERGY CORP 125896BV1 Jan 2026 716,000 $661K 0.15% DBT
219 CENTERPOINT ENERGY INC 15189TBJ5 Jan 2026 608,000 $645K 0.15% DBT
220 AES CORP/THE 00130HCK9 Jan 2026 635,000 $644K 0.15% DBT
221 PRUDENTIAL FINANCIAL INC 744320BK7 Apr 2024 620,000 $641K 0.15% DBT
222 PNC FINANCIAL SERVICES 693475BF1 Apr 2024 629,000 $639K 0.15% DBT
223 SEMPRA 816851BM0 Apr 2024 628,000 $623K 0.14% DBT
224 SUMITOMO LIFE INSUR 86564CAE0 Apr 2024 600,000 $608K 0.14% DBT
225 ROTHESAY LIFE 000000000 Apr 2024 600,000 $607K 0.14% DBT
226 BANK OF AMERICA CORP 06055HAB9 Apr 2024 594,000 $602K 0.14% DBT
227 NATIONWIDE BLDG SOCIETY 000000000 Apr 2024 300,000 $547K 0.13% DBT
228 CAIXABANK SA 000000000 Apr 2024 400,000 $530K 0.12% DBT
229 CVS HEALTH CORP 126650EG1 Jan 2026 503,000 $523K 0.12% DBT
230 VOYA FINANCIAL INC 929089AG5 Jan 2026 493,000 $522K 0.12% DBT
231 AXA SA 000000000 Apr 2024 400,000 $516K 0.12% DBT
232 INTESA SANPAOLO SPA 000000000 Apr 2024 400,000 $503K 0.12% DBT
233 BANK OF IRELAND GROUP 000000000 Apr 2024 400,000 $500K 0.12% DBT
234 BANCO SANTANDER SA 000000000 Apr 2024 400,000 $496K 0.11% DBT
235 Regions Financial Corp 7591EP704 Jan 2026 17,537 $433K 0.10% EP
236 BNP PARIBAS 05602XQQ4 Jan 2026 400,000 $422K 0.10% DBT
237 ROGERS COMMUNICATIONS IN 775109DG3 Jan 2026 400,000 $415K 0.10% DBT
238 CREDIT SUISSE GROUP AG 225401AL2 Apr 2024 1,600,000 $400K 0.09% DBT
239 PRUDENTIAL FINANCIAL INC 744320BP6 Apr 2024 345,000 $363K 0.08% DBT
240 CREDIT SUISSE GROUP AG 225401AJ7 Apr 2024 1,200,000 $300K 0.07% DBT
241 NISOURCE INC 65473PAR6 Jan 2026 120,000 $125K 0.03% DBT
242 CREDIT SUISSE GROUP AG 225401AR9 Apr 2024 400,000 $100K 0.02% DBT
243 Chicago Mercantile Exchange 000000000 Apr 2024 8,300,000 $52K 0.01% DIR
244 Chicago Mercantile Exchange 000000000 Apr 2024 5,300,000 $37K 0.01% DIR
245 Brown Brothers Harriman & Co. 000000000 Apr 2024 1 $28K 0.01% DFE
246 Chicago Mercantile Exchange 000000000 Apr 2024 4,500,000 $2K 0.00% DIR
247 Chicago Mercantile Exchange 000000000 Apr 2024 5,200,000 $-16105 -0.00% DIR
248 Chicago Mercantile Exchange 000000000 Apr 2024 6,200,000 $-64781 -0.01% DIR
249 Chicago Mercantile Exchange 000000000 Apr 2024 10,000,000 $-137512 -0.03% DIR
250 Brown Brothers Harriman & Co. 000000000 Apr 2024 1 $-309718 -0.07% DFE
251 Brown Brothers Harriman & Co. 000000000 Apr 2024 1 $-360907 -0.08% DFE