| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | William Marsh Rice University | 5.66M (3.19%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 2 | Morgan Stanley - Brokerage Accounts | 4.52M (2.55%) | 648.03K Increased by +14.32% | Sep 30, 25 |
| 3 | Bank of America Corp | 2.60M (1.46%) | 56.37K Increased by +2.17% | Sep 30, 25 |
| 4 | Penn Davis Mcfarland Inc | 1.97M (1.11%) | 48.68K Increased by +2.47% | Dec 31, 25 |
| 5 | INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 1.90M (1.07%) | -32.32K Decreased by -1.70% | Dec 31, 25 |
| 6 | FMR Inc | 1.88M (1.06%) | 1.88M Increased by +100.00% | Dec 31, 25 |
| 7 | Natixis SA | 1.46M (0.82%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 8 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 963.31K (0.54%) | 49.82K Increased by +5.17% | Jun 30, 25 |
| 9 | Brown Advisory Holdings Inc | 886.93K (0.50%) | -10.00K Decreased by -1.13% | Sep 30, 25 |
| 10 | Regions Financial Corp | 781.00K (0.44%) | 385.00K Increased by +49.30% | Sep 30, 25 |
| 11 | Mudita Advisors LLP | 760.88K (0.43%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 12 | Concorde Financial Corporation | 656.67K (0.37%) | 55.17K Increased by +8.40% | Sep 30, 25 |
| 13 | HighTower Advisors, LLC | 608.65K (0.34%) | -46.98K Decreased by -7.72% | Sep 30, 25 |
| 14 | Cresset Asset Management, LLC | 598.66K (0.34%) | 1.81K Increased by +0.30% | Dec 31, 25 |
| 15 | Kempner Capital Management Inc | 582.13K (0.33%) | -177.22K Decreased by -30.44% | Sep 30, 25 |
| 16 | EPACRIA CAPITAL PARTNERS LLC | 580.72K (0.33%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 17 | Citigroup Inc | 578.31K (0.33%) | 107.39K Increased by +18.57% | Dec 31, 24 |
| 18 | UBS Group AG | 560.69K (0.32%) | -693.23K Decreased by -123.64% | Sep 30, 25 |
| 19 | Nomura Holdings Inc | 555.00K (0.31%) | 201.90K Increased by +36.38% | Jun 30, 24 |
| 20 | Fayez Sarofim & Company | 539.35K (0.30%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity Dividend Growth | 1.74M (0.98%) | 1.14M Increased by +65.53% | Dec 31, 25 |
| 2 | Global X SuperDividend™ US ETF | 927.73K (0.52%) | -3.28K Decreased by -0.35% | Aug 29, 25 |
| 3 | Multi-Asset Diversified Income ETF | 282.31K (0.16%) | -568.00 Decreased by -0.20% | Feb 26, 26 |
| 4 | GraniteShares HIPS US High Income ETF | 178.17K (0.10%) | 0.00 Increased by 0.00% | Feb 27, 26 |
| 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 | 169.30K (0.10%) | 0.00 Increased by 0.00% | Jul 31, 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% | Dec 31, 25 |
| 11 | Tweedy, Browne Insider + Value ETF | 77.36K (0.04%) | 77.36K Increased by +100.00% | Feb 26, 26 |
| 12 | The Acquirers ETF | 76.82K (0.04%) | 0.00 Increased by 0.00% | May 30, 25 |
| 13 | Invesco Zacks Multi-Asset Income ETF | 73.25K (0.04%) | 0.00 Increased by 0.00% | Feb 26, 26 |
| 14 | Distillate Small/Mid Cash Flow ETF | 72.77K (0.04%) | 72.77K Increased by +100.00% | Feb 26, 26 |
| 15 | Nikko Index Mother MLP | 68.00K (0.04%) | 0.00 Increased by 0.00% | Nov 20, 24 |
| 16 | LoCorr Spectrum Income I | 61.02K (0.03%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 17 | U.S. Small/Mid Cap Quality & Value | 56.13K (0.03%) | -8.93K Decreased by -15.91% | Dec 31, 25 |
| 18 | ALPS/CorCmdty Mgmt CmpltCmdty Strat I | 53.37K (0.03%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 19 | US Global Investors Global Res | 50.00K (0.03%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 20 | Global X Alternative Income ETF | 40.91K (0.02%) | 0.00 Increased by 0.00% | Feb 26, 26 |