Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MLPJ 5.13%
2 ZIG 2.99%
3 HIPS 2.33%
4 DIV 2.05%
5 MDIV 1.10%
6 VRAI 0.97%
7 CVY 0.87%
8 GYLD 0.65%
9 FTLS 0.30%
10 BFOR 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 William Marsh Rice University 5.66M (3.53%) 0.00
Increased by 0.00%
Jun 30, 24
2 Morgan Stanley - Brokerage Accounts 4.67M (2.91%) 487.92K
Increased by +10.44%
Mar 31, 24
3 Natixis SA 1.86M (1.16%) 0.00
Increased by 0.00%
Jun 30, 24
4 Penn Davis Mcfarland Inc 1.36M (0.84%) 0.00
Increased by 0.00%
Jun 30, 24
5 INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 1.23M (0.77%) -7.85K
Decreased by -0.64%
Jun 30, 24
6 Brown Advisory Holdings Inc 962.54K (0.60%) -26.58K
Decreased by -2.76%
Mar 31, 24
7 Mudita Advisors LLP 760.88K (0.47%) 0.00
Increased by 0.00%
Jun 30, 24
8 ING Groep NV 616.60K (0.38%) -39.30K
Decreased by -6.37%
Jun 30, 24
9 Bank of America Corp 551.03K (0.34%) 218.51K
Increased by +39.66%
Mar 31, 24
10 EPACRIA CAPITAL PARTNERS LLC 548.70K (0.34%) 0.00
Increased by 0.00%
Jun 30, 24
11 Kempner Capital Management Inc 498.62K (0.31%) 0.00
Increased by 0.00%
Jun 30, 24
12 Fayez Sarofim & Company 490.74K (0.31%) 0.00
Increased by 0.00%
Jun 30, 24
13 Ion Asset Management Ltd. 480.00K (0.30%) 0.00
Increased by 0.00%
Sep 30, 23
14 Atlantic Trust Group, LLC 408.69K (0.25%) -78.91K
Decreased by -19.31%
Mar 31, 24
15 First Trust Advisors L.P. 404.36K (0.25%) 142.29K
Increased by +35.19%
Dec 31, 23
16 CAMBRIDGE Invest RESEARCH ADVISORS, INC. 391.07K (0.24%) -4.23K
Decreased by -1.08%
Jun 30, 24
17 Spirit Of America Management Corp 380.50K (0.24%) -47.00K
Decreased by -12.35%
Jun 30, 24
18 Concorde Financial Corporation 380.26K (0.24%) 19.94K
Increased by +5.24%
Mar 31, 24
19 Mirae Asset Global Investments (Korea) Co Ltd 367.74K (0.23%) 367.74K
Increased by +100.00%
Dec 31, 23
20 Nomura Holdings Inc 353.10K (0.22%) 0.00
Increased by 0.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Global X SuperDividend™ US ETF 779.77K (0.49%) 0.00
Increased by 0.00%
Mar 28, 24
2 Spirit of America Energy A 380.50K (0.24%) -18.00K
Decreased by -4.73%
Jun 30, 24
3 Multi-Asset Diversified Income ETF 323.39K (0.20%) 0.00
Increased by 0.00%
Aug 29, 24
4 Orchard Small Cap Value ESG 177.16K (0.11%) 0.00
Increased by 0.00%
Apr 30, 24
5 Orchard US Small Cap Value USD Instl 1 177.16K (0.11%) 0.00
Increased by 0.00%
Apr 30, 24
6 First Trust Long/Short Equity ETF 170.39K (0.11%) 0.00
Increased by 0.00%
Jan 31, 24
7 GraniteShares HIPS US High Income ETF 135.18K (0.08%) 1.02K
Increased by +0.76%
Aug 30, 24
8 Delaware Ivy VIP Energy II 111.84K (0.07%) 1.15K
Increased by +1.02%
Dec 31, 23
9 The Acquirers ETF 99.01K (0.06%) 0.00
Increased by 0.00%
Aug 29, 24
10 Invesco Zacks Multi-Asset Income ETF 69.31K (0.04%) 0.00
Increased by 0.00%
Aug 29, 24
11 Concorde Wealth Management 68.67K (0.04%) 0.00
Increased by 0.00%
Jun 30, 24
12 Nikko Index Mother MLP 68.00K (0.04%) 0.00
Increased by 0.00%
Nov 20, 23
13 LoCorr Spectrum Income I 63.57K (0.04%) 0.00
Increased by 0.00%
Jun 30, 24
14 ALPS/CorCmdty Mgmt CmpltCmdty Strat I 53.37K (0.03%) 0.00
Increased by 0.00%
Jun 30, 24
15 US Global Investors Global Res 50.00K (0.03%) 0.00
Increased by 0.00%
Dec 31, 23
16 Distillate Small/Mid Cash Flow ETF 30.74K (0.02%) 0.00
Increased by 0.00%
Aug 29, 24
17 U.S. Small/Mid Cap Quality & Value 29.39K (0.02%) 11.50K
Increased by +39.12%
Jun 30, 24
18 Barron's 400 ETF 18.00K (0.01%) 0.00
Increased by 0.00%
Jan 31, 24
19 Virtus Real Asset Income ETF 11.20K (0.01%) 0.00
Increased by 0.00%
Aug 30, 24
20 Arrow Dow Jones Global Yield ETF 9.36K (0.01%) 0.00
Increased by 0.00%
Aug 30, 24