Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 5.22%
2 MDST 4.97%
3 MORE 4.69%
4 ENFR 4.49%
5 EINC 4.26%
6 DDIV 4.17%
7 UMI 4.03%
8 NBCT 3.98%
9 NBET 3.94%
10 ADPV 3.35%
11 MLPX 2.92%
12 USAI 2.81%
13 DWEQ 2.70%
14 FXN 2.70%
15 PXI 2.43%
16 RFDA 2.06%
17 NDIV 2.05%
18 DVOL 1.95%
19 HEJD 1.86%
20 TPYP 1.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 40.23M (12.01%) 1.67M
Increased by +4.16%
Dec 31, 24
2 Vanguard Group Inc 35.87M (10.71%) 96.79K
Increased by +0.27%
Dec 31, 24
3 Amvescap Plc. 30.04M (8.97%) -222.85K
Decreased by -0.74%
Dec 31, 24
4 State Street Corp 11.50M (3.43%) 410.06K
Increased by +3.57%
Dec 31, 24
5 State Street Corporation 10.82M (3.23%) 187.76K
Increased by +1.74%
Mar 31, 24
6 Pacer Advisors, INC. 10.07M (3.01%) -77.50K
Decreased by -0.77%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 9.11M (2.72%) 71.36K
Increased by +0.78%
Dec 31, 24
8 Neuberger Berman Group LLC 7.27M (2.17%) -7.43K
Decreased by -0.10%
Dec 31, 24
9 Tortoise Midstream Energy Fund, Inc. 7.07M (2.11%) 135.89K
Increased by +1.92%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 6.12M (1.83%) 282.28K
Increased by +4.61%
Dec 31, 24
11 Geode Capital Management, LLC 6.11M (1.82%) 25.00K
Increased by +0.41%
Dec 31, 24
12 Bank of New York Mellon Corp 5.70M (1.70%) -71.58K
Decreased by -1.26%
Dec 31, 24
13 NORGES BANK 4.15M (1.24%) 699.96K
Increased by +16.88%
Dec 31, 24
14 Northern Trust Corp 4.11M (1.23%) 753.94K
Increased by +18.36%
Dec 31, 24
15 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 3.97M (1.18%) -303.84K
Decreased by -7.66%
Dec 31, 24
16 Charles Schwab Investment Management Inc 3.83M (1.14%) 37.79K
Increased by +0.99%
Dec 31, 24
17 JPMorgan Chase & Co 3.81M (1.14%) 407.93K
Increased by +10.70%
Sep 30, 24
18 ClearBridge Advisors, LLC 3.80M (1.13%) 0.00
Increased by 0.00%
Dec 31, 24
19 Westwood Holdings Group Inc 3.19M (0.95%) -170.67K
Decreased by -5.35%
Sep 30, 24
20 Kayne Anderson Capital Advisors LP 2.95M (0.88%) -35.71K
Decreased by -1.21%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Invesco SteelPath MLP Income Y 20.24M (6.04%) -800.00K
Decreased by -3.95%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 10.94M (3.27%) 40.41K
Increased by +0.37%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 10.64M (3.18%) 29.88K
Increased by +0.28%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 10.64M (3.18%) 6.03K
Increased by +0.06%
Sep 30, 24
5 Pacer US Cash Cows 100 ETF 9.66M (2.88%) 14.27K
Increased by +0.15%
Feb 28, 25
6 Vanguard Small Cap Index 8.36M (2.50%) -241.64K
Decreased by -2.89%
Mar 31, 25
7 Invesco SteelPath MLP Select 40 Y 6.95M (2.07%) 0.00
Increased by 0.00%
Dec 31, 24
8 Tortoise Energy Infrastructure TR Ins 6.66M (1.99%) 2.29M
Increased by +34.31%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 5.42M (1.62%) -245.00K
Decreased by -4.52%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 5.16M (1.54%) 50.71K
Increased by +0.98%
Mar 31, 25
11 Global X MLP & Energy Infrastructure ETF 4.49M (1.34%) 0.00
Increased by 0.00%
Mar 31, 25
12 ClearBridge Energy Midstream Opportunity 3.43M (1.02%) 0.00
Increased by 0.00%
Feb 28, 25
13 ClearBridge Energy Midstream Opportunity Fund Inc 3.43M (1.02%) 0.00
Increased by 0.00%
Feb 28, 25
14 ClearBridge MLP and Midstream 2.91M (0.87%) 0.00
Increased by 0.00%
Feb 29, 24
15 SPDR® S&P MIDCAP 400 ETF Trust 2.67M (0.80%) -47.02K
Decreased by -1.76%
Mar 31, 25
16 Kayne Anderson Energy Infrastructure 2.22M (0.66%) 0.00
Increased by 0.00%
Nov 30, 24
17 Kayne Anderson Energy Infrastructure Fund, Inc 2.22M (0.66%) 0.00
Increased by 0.00%
Nov 30, 24
18 DFA US Small Cap I 2.09M (0.62%) 0.00
Increased by 0.00%
Feb 28, 25
19 Westwood Salient MLP & Engy Infras Inst 1.94M (0.58%) 0.00
Increased by 0.00%
Mar 31, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 1.93M (0.58%) -134.30K
Decreased by -6.97%
Mar 31, 25