Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MLPJ 5.13%
2 ZIG 2.91%
3 HIPS 2.34%
4 DIV 1.86%
5 KVLE 1.54%
6 NDIV 1.36%
7 ALTY 1.12%
8 CVY 1.08%
9 VRAI 0.96%
10 MDIV 0.92%
11 GYLD 0.65%
12 DSMC 0.50%
13 FTLS 0.30%
14 BFOR 0.20%
15 CCNR 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 William Marsh Rice University 5.66M (3.26%) 0.00
Increased by 0.00%
Mar 31, 25
2 Morgan Stanley - Brokerage Accounts 4.11M (2.36%) -1.43M
Decreased by -34.69%
Mar 31, 25
3 Bank of America Corp 2.53M (1.45%) 579.06K
Increased by +22.92%
Mar 31, 25
4 Penn Davis Mcfarland Inc 1.86M (1.07%) 260.56K
Increased by +14.00%
Mar 31, 25
5 INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 1.54M (0.88%) -8.85K
Decreased by -0.58%
Mar 31, 25
6 Natixis SA 1.48M (0.85%) 0.00
Increased by 0.00%
Dec 31, 24
7 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 913.50K (0.53%) 885.31K
Increased by +96.91%
Mar 31, 25
8 Brown Advisory Holdings Inc 896.93K (0.52%) -1.00K
Decreased by -0.11%
Mar 31, 25
9 Mudita Advisors LLP 760.88K (0.44%) 0.00
Increased by 0.00%
Mar 31, 25
10 Dimeo Schneider & Associates LLC 745.42K (0.43%) -66.04K
Decreased by -8.86%
Mar 31, 25
11 UBS Group AG 656.28K (0.38%) 420.90K
Increased by +64.13%
Dec 31, 24
12 ING Groep NV 652.90K (0.38%) 36.30K
Increased by +5.56%
Sep 30, 24
13 Concorde Financial Corporation 603.37K (0.35%) 120.17K
Increased by +19.92%
Mar 31, 25
14 Cresset Asset Management, LLC 596.85K (0.34%) 0.00
Increased by 0.00%
Mar 31, 25
15 EPACRIA CAPITAL PARTNERS LLC 578.42K (0.33%) 0.00
Increased by 0.00%
Mar 31, 25
16 Citigroup Inc 578.31K (0.33%) 107.39K
Increased by +18.57%
Dec 31, 24
17 Nomura Holdings Inc 555.00K (0.32%) 201.90K
Increased by +36.38%
Jun 30, 24
18 Kempner Capital Management Inc 498.62K (0.29%) 0.00
Increased by 0.00%
Mar 31, 25
19 Fayez Sarofim & Company 490.74K (0.28%) 0.00
Increased by 0.00%
Mar 31, 25
20 Ion Asset Management Ltd. 480.00K (0.28%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Global X SuperDividend™ US ETF 922.69K (0.53%) 1.76K
Increased by +0.19%
May 30, 25
2 Multi-Asset Diversified Income ETF 360.92K (0.21%) 557.00
Increased by +0.15%
May 29, 25
3 Spirit of America Energy A 192.00K (0.11%) -27.00K
Decreased by -14.06%
Apr 30, 25
4 GraniteShares HIPS US High Income ETF 188.65K (0.11%) 1.09K
Increased by +0.58%
May 30, 25
5 Orchard Select Small Cap Value 177.16K (0.10%) 172.47K
Increased by +97.35%
Aug 31, 24
6 Orchard Small Cap Value ESG 177.16K (0.10%) 172.47K
Increased by +97.35%
Jul 31, 24
7 Orchard US Small Cap Value USD Instl 1 177.16K (0.10%) 0.00
Increased by 0.00%
Jul 31, 24
8 Kempner Multi-Cap Deep Value Instl 125.40K (0.07%) 125.40K
Increased by +100.00%
Apr 30, 25
9 Delaware Ivy VIP Energy II 111.84K (0.06%) 1.15K
Increased by +1.02%
Dec 31, 23
10 Concorde Wealth Management 100.34K (0.06%) 0.00
Increased by 0.00%
Mar 31, 25
11 Invesco Zacks Multi-Asset Income ETF 85.17K (0.05%) 0.00
Increased by 0.00%
May 30, 25
12 The Acquirers ETF 76.82K (0.04%) 0.00
Increased by 0.00%
May 30, 25
13 Nikko Index Mother MLP 68.00K (0.04%) 0.00
Increased by 0.00%
Nov 20, 24
14 LoCorr Spectrum Income I 61.02K (0.04%) 0.00
Increased by 0.00%
Mar 31, 25
15 ALPS/CorCmdty Mgmt CmpltCmdty Strat I 53.37K (0.03%) 0.00
Increased by 0.00%
Jun 30, 24
16 US Global Investors Global Res 50.00K (0.03%) 0.00
Increased by 0.00%
Dec 31, 23
17 ALPS/CoreCommodity Natural Resources ETF 44.24K (0.03%) 0.00
Increased by 0.00%
May 30, 25
18 Neuberger Berman Uncrld Strs USD I5 Acc 30.00K (0.02%) 5.00K
Increased by +16.67%
Dec 31, 24
19 U.S. Small/Mid Cap Quality & Value 29.94K (0.02%) -1.80K
Decreased by -6.01%
Mar 31, 25
20 Distillate Small/Mid Cash Flow ETF 29.68K (0.02%) 0.00
Increased by 0.00%
May 30, 25