Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MLPJ 5.13%
2 ZIG 3.33%
3 NDIV 3.32%
4 HIPS 2.59%
5 DIV 2.07%
6 KVLE 1.57%
7 ALTY 1.30%
8 MDIV 1.19%
9 VRAI 1.16%
10 CVY 1.16%
11 GYLD 0.72%
12 DSMC 0.51%
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 (3.57%) 0.00
Increased by 0.00%
Dec 31, 24
2 Morgan Stanley - Brokerage Accounts 5.53M (3.48%) 1.14M
Increased by +20.54%
Dec 31, 24
3 Bank of America Corp 1.95M (1.23%) -302.70K
Decreased by -15.55%
Dec 31, 24
4 Penn Davis Mcfarland Inc 1.60M (1.01%) 245.01K
Increased by +15.30%
Dec 31, 24
5 INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 1.54M (0.97%) 363.96K
Increased by +23.57%
Dec 31, 24
6 Natixis SA 1.48M (0.93%) 0.00
Increased by 0.00%
Dec 31, 24
7 Brown Advisory Holdings Inc 897.93K (0.57%) -46.79K
Decreased by -5.21%
Dec 31, 24
8 Dimeo Schneider & Associates LLC 811.47K (0.51%) 0.00
Increased by 0.00%
Dec 31, 24
9 Mudita Advisors LLP 760.88K (0.48%) 0.00
Increased by 0.00%
Dec 31, 24
10 UBS Group AG 656.28K (0.41%) 420.90K
Increased by +64.13%
Dec 31, 24
11 ING Groep NV 652.90K (0.41%) 36.30K
Increased by +5.56%
Sep 30, 24
12 Cresset Asset Management, LLC 596.85K (0.38%) 497.46K
Increased by +83.35%
Dec 31, 24
13 EPACRIA CAPITAL PARTNERS LLC 578.42K (0.36%) 29.72K
Increased by +5.14%
Dec 31, 24
14 Citigroup Inc 578.31K (0.36%) 107.39K
Increased by +18.57%
Dec 31, 24
15 Nomura Holdings Inc 555.00K (0.35%) 201.90K
Increased by +36.38%
Jun 30, 24
16 Kempner Capital Management Inc 498.62K (0.31%) 0.00
Increased by 0.00%
Dec 31, 24
17 Fayez Sarofim & Company 490.74K (0.31%) 0.00
Increased by 0.00%
Dec 31, 24
18 Concorde Financial Corporation 483.21K (0.30%) 2.20K
Increased by +0.46%
Dec 31, 24
19 Ion Asset Management Ltd. 480.00K (0.30%) 0.00
Increased by 0.00%
Sep 30, 23
20 HighTower Advisors, LLC 408.92K (0.26%) 4.09K
Increased by +1.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Global X SuperDividend™ US ETF 664.42K (0.42%) 291.07K
Increased by +43.81%
Feb 28, 25
2 Multi-Asset Diversified Income ETF 363.52K (0.23%) 0.00
Increased by 0.00%
Feb 27, 25
3 Spirit of America Energy A 229.00K (0.14%) -16.00K
Decreased by -6.99%
Jan 31, 25
4 Orchard Select Small Cap Value 177.16K (0.11%) 172.47K
Increased by +97.35%
Aug 31, 24
5 Orchard Small Cap Value ESG 177.16K (0.11%) 172.47K
Increased by +97.35%
Jul 31, 24
6 Orchard US Small Cap Value USD Instl 1 177.16K (0.11%) 0.00
Increased by 0.00%
Jul 31, 24
7 GraniteShares HIPS US High Income ETF 176.66K (0.11%) 1.09K
Increased by +0.62%
Feb 28, 25
8 First Trust Long/Short Equity ETF 170.39K (0.11%) 0.00
Increased by 0.00%
Jan 31, 24
9 Delaware Ivy VIP Energy II 111.84K (0.07%) 1.15K
Increased by +1.02%
Dec 31, 23
10 Concorde Wealth Management 100.34K (0.06%) 0.00
Increased by 0.00%
Dec 31, 24
11 The Acquirers ETF 97.07K (0.06%) -1.94K
Decreased by -2.00%
Aug 30, 24
12 Invesco Zacks Multi-Asset Income ETF 81.47K (0.05%) 0.00
Increased by 0.00%
Feb 28, 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%) -2.54K
Decreased by -4.17%
Dec 31, 24
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 47.15K (0.03%) 0.00
Increased by 0.00%
Feb 28, 25
18 Distillate Small/Mid Cash Flow ETF 32.58K (0.02%) 0.00
Increased by 0.00%
Feb 28, 25
19 U.S. Small/Mid Cap Quality & Value 31.74K (0.02%) 846.00
Increased by +2.67%
Dec 31, 24
20 KraneShares Value Line® Dyn Div Eq ETF 29.93K (0.02%) 0.00
Increased by 0.00%
Feb 28, 25