Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MLPJ 5.13%
2 ZIG 2.99%
3 HIPS 2.48%
4 DIV 2.02%
5 KVLE 1.59%
6 NDIV 1.48%
7 ALTY 1.22%
8 MDIV 1.12%
9 CVY 1.07%
10 VRAI 1.04%
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 (3.47%) 0.00
Increased by 0.00%
Mar 31, 25
2 Morgan Stanley - Brokerage Accounts 5.53M (3.39%) 1.14M
Increased by +20.54%
Dec 31, 24
3 Bank of America Corp 1.95M (1.19%) -302.70K
Decreased by -15.55%
Dec 31, 24
4 Penn Davis Mcfarland Inc 1.86M (1.14%) 260.56K
Increased by +14.00%
Mar 31, 25
5 INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 1.54M (0.94%) -8.85K
Decreased by -0.58%
Mar 31, 25
6 Natixis SA 1.48M (0.91%) 0.00
Increased by 0.00%
Dec 31, 24
7 Brown Advisory Holdings Inc 897.93K (0.55%) -46.79K
Decreased by -5.21%
Dec 31, 24
8 Dimeo Schneider & Associates LLC 811.47K (0.50%) 0.00
Increased by 0.00%
Dec 31, 24
9 Mudita Advisors LLP 760.88K (0.47%) 0.00
Increased by 0.00%
Dec 31, 24
10 UBS Group AG 656.28K (0.40%) 420.90K
Increased by +64.13%
Dec 31, 24
11 ING Groep NV 652.90K (0.40%) 36.30K
Increased by +5.56%
Sep 30, 24
12 Cresset Asset Management, LLC 596.85K (0.37%) 497.46K
Increased by +83.35%
Dec 31, 24
13 EPACRIA CAPITAL PARTNERS LLC 578.42K (0.35%) 29.72K
Increased by +5.14%
Dec 31, 24
14 Citigroup Inc 578.31K (0.35%) 107.39K
Increased by +18.57%
Dec 31, 24
15 Nomura Holdings Inc 555.00K (0.34%) 201.90K
Increased by +36.38%
Jun 30, 24
16 Kempner Capital Management Inc 498.62K (0.31%) 0.00
Increased by 0.00%
Mar 31, 25
17 Fayez Sarofim & Company 490.74K (0.30%) 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 (0.29%) 0.00
Increased by 0.00%
Sep 30, 23
20 HighTower Advisors, LLC 408.92K (0.25%) 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 899.84K (0.55%) 0.00
Increased by 0.00%
Apr 30, 25
2 Multi-Asset Diversified Income ETF 362.27K (0.22%) 0.00
Increased by 0.00%
Apr 30, 25
3 Spirit of America Energy A 219.00K (0.13%) -8.00K
Decreased by -3.65%
Mar 31, 25
4 GraniteShares HIPS US High Income ETF 184.29K (0.11%) 0.00
Increased by 0.00%
Apr 30, 25
5 Orchard Select Small Cap Value 177.16K (0.11%) 172.47K
Increased by +97.35%
Aug 31, 24
6 Orchard Small Cap Value ESG 177.16K (0.11%) 172.47K
Increased by +97.35%
Jul 31, 24
7 Orchard US Small Cap Value USD Instl 1 177.16K (0.11%) 0.00
Increased by 0.00%
Jul 31, 24
8 Delaware Ivy VIP Energy II 111.84K (0.07%) 1.15K
Increased by +1.02%
Dec 31, 23
9 Concorde Wealth Management 100.34K (0.06%) 0.00
Increased by 0.00%
Mar 31, 25
10 Invesco Zacks Multi-Asset Income ETF 84.69K (0.05%) 0.00
Increased by 0.00%
Apr 30, 25
11 The Acquirers ETF 78.74K (0.05%) 0.00
Increased by 0.00%
Apr 30, 25
12 Nikko Index Mother MLP 68.00K (0.04%) 0.00
Increased by 0.00%
Nov 20, 24
13 LoCorr Spectrum Income I 61.02K (0.04%) -2.54K
Decreased by -4.17%
Dec 31, 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 ALPS/CoreCommodity Natural Resources ETF 45.18K (0.03%) -329.00
Decreased by -0.73%
Apr 30, 25
17 Distillate Small/Mid Cash Flow ETF 30.71K (0.02%) 0.00
Increased by 0.00%
Apr 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 Amplify Natural Resources Div Inc ETF 28.38K (0.02%) 0.00
Increased by 0.00%
Apr 30, 25