Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 DDIV 5.12%
2 UMI 4.75%
3 ENFR 3.77%
4 EINC 3.72%
5 MLPX 3.1%
6 USAI 2.85%
7 NDIV 2.31%
8 LSEQ 1.99%
9 RFDA 1.79%
10 TPYP 1.65%
11 COWG 1.55%
12 AMND 1.54%
13 DVOL 1.49%
14 XMLV 1.38%
15 FXN 0.83%
16 GYLD 0.7%
17 DON 0.63%
18 PDP 0.63%
19 AUSF 0.57%
20 USVT 0.54%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 38.38M (11.33%) -515.24K
Decreased by -1.34%
Dec 31, 23
2 Vanguard Group Inc 35.55M (10.49%) 193.26K
Increased by +0.54%
Dec 31, 23
3 Amvescap Plc. 32.19M (9.5%) -1.34M
Decreased by -4.17%
Dec 31, 23
4 State Street Corporation 10.63M (3.14%) 397.7K
Increased by +3.74%
Dec 31, 23
5 Dimensional Fund Advisors, Inc. 10.4M (3.07%) -265.09K
Decreased by -2.55%
Dec 31, 23
6 Bank of New York Mellon Corp 7.56M (2.23%) 278.98K
Increased by +3.69%
Dec 31, 23
7 ClearBridge Advisors, LLC 7.2M (2.12%) 0
Increased by 0%
Dec 31, 23
8 Neuberger Berman Group LLC 6.6M (1.95%) -149.38K
Decreased by -2.26%
Dec 31, 23
9 RR Advisors, LLC 5.95M (1.76%) -122K
Decreased by -2.05%
Dec 31, 23
10 Morgan Stanley - Brokerage Accounts 5.42M (1.6%) 212.94K
Increased by +3.93%
Dec 31, 23
11 Geode Capital Management, LLC 5.35M (1.58%) 201.95K
Increased by +3.77%
Dec 31, 23
12 Tortoise Midstream Energy Fund, Inc. 4.96M (1.46%) 280.69K
Increased by +5.66%
Dec 31, 23
13 NORGES BANK 4.37M (1.29%) 869.24K
Increased by +19.91%
Dec 31, 23
14 Charles Schwab Investment Management Inc 3.6M (1.06%) 99.59K
Increased by +2.76%
Dec 31, 23
15 Goldman Sachs Group Inc 3.03M (0.89%) 2.02M
Increased by +66.77%
Dec 31, 23
16 Miller Howard Investments Inc 2.58M (0.76%) -8.03K
Decreased by -0.31%
Dec 31, 23
17 Northern Trust Corp 2.56M (0.75%) 61.4K
Increased by +2.4%
Dec 31, 23
18 Mirae Asset Global Investments (Korea) Co Ltd 2.48M (0.73%) -177.54K
Decreased by -7.16%
Dec 31, 23
19 Cinctive Capital Management LP 2.43M (0.72%) -1.49M
Decreased by -61.42%
Sep 30, 23
20 Kayne Anderson Capital Advisors LP 2.27M (0.67%) 0
Increased by 0%
Dec 31, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Invesco SteelPath MLP Income Y 22.49M (6.64%) -1.6M
Decreased by -7.11%
Dec 31, 23
2 iShares Core S&P Mid-Cap ETF 10.59M (3.13%) -14.5K
Decreased by -0.14%
Mar 28, 24
3 Vanguard Total Stock Mkt Idx Inv 10.49M (3.1%) -25.29K
Decreased by -0.24%
Feb 29, 24
4 Vanguard Small Cap Index 8.57M (2.53%) -89.98K
Decreased by -1.05%
Mar 31, 24
5 Invesco SteelPath MLP Select 40 Y 6.85M (2.02%) -400K
Decreased by -5.84%
Dec 31, 23
6 Vanguard Small Cap Value Index Inv 5.77M (1.7%) -129.15K
Decreased by -2.24%
Mar 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 5.09M (1.5%) 60.49K
Increased by +1.19%
Mar 31, 24
8 ClearBridge MLP and Midstream 2.91M (0.86%) 0
Increased by 0%
Feb 29, 24
9 Westwood Salient MLP & Engy Infras Inst 2.8M (0.83%) 421.6K
Increased by +15.04%
Mar 31, 24
10 SPDR® S&P MIDCAP 400 ETF Trust 2.78M (0.82%) 64.35K
Increased by +2.31%
Mar 31, 24
11 ClearBridge Energy Midstream Opportunity 2.62M (0.77%) 0
Increased by 0%
Feb 29, 24
12 Global X MLP & Energy Infrastructure ETF 2.38M (0.7%) 0
Increased by 0%
Mar 28, 24
13 Tortoise Energy Infrastructure TR Ins 2.35M (0.69%) 0
Increased by 0%
Mar 31, 24
14 DFA US Small Cap I 2.09M (0.62%) 0
Increased by 0%
Feb 29, 24
15 State St Russell Sm/Mid Cp® Indx NL Cl C 2.08M (0.62%) 16K
Increased by +0.77%
Mar 31, 24
16 Fidelity Extended Market Index 1.91M (0.56%) 9.19K
Increased by +0.48%
Feb 29, 24
17 Vanguard Energy ETF 1.84M (0.54%) -28.83K
Decreased by -1.57%
Mar 31, 24
18 Fidelity® Extended Market Index 1.83M (0.54%) 14.5K
Increased by +0.79%
Nov 30, 23
19 Tortoise Strategic Midsteam Composite 1.64M (0.49%) 306.02K
Increased by +18.61%
Mar 31, 24
20 State St S&P Midcap® Indx SL Cl II 1.62M (0.48%) 0
Increased by 0%
Mar 31, 24