Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NDIV 3.89%
2 HIPS 2.22%
3 DIV 1.90%
4 MDIV 1.14%
5 CVY 1.05%
6 VRAI 1.01%
7 DVP 1.01%
8 DEEP 1.01%
9 GYLD 0.65%
10 INFL 0.49%
11 BFOR 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 1.06M (2.60%) 316.31K
Increased by +29.90%
Dec 31, 24
2 Horizon Asset Management Inc/ny 908.65K (2.23%) 11.75K
Increased by +1.29%
Dec 31, 24
3 Adams Asset Advisors LLC 611.84K (1.50%) 0.00
Increased by 0.00%
Dec 31, 24
4 Greenwich Investment Management Inc 582.17K (1.43%) -5.69K
Decreased by -0.98%
Jun 30, 24
5 Botty Investors LLC 536.24K (1.32%) -7.52K
Decreased by -1.40%
Dec 31, 24
6 Royce & Associates, LP 536.13K (1.32%) 0.00
Increased by 0.00%
Dec 31, 24
7 Mirae Asset Global Investments (Korea) Co Ltd 455.12K (1.12%) 455.12K
Increased by +100.00%
Mar 31, 24
8 Meixler Investment Management, Ltd. 416.73K (1.02%) -5.93K
Decreased by -1.42%
Dec 31, 24
9 Delta Investment Management, LLC 300.56K (0.74%) 0.00
Increased by 0.00%
Dec 31, 24
10 Kingsview Wealth Management, LLC 253.75K (0.62%) -10.36K
Decreased by -4.08%
Dec 31, 24
11 Natixis SA 243.20K (0.60%) 0.00
Increased by 0.00%
Dec 31, 24
12 Goldman Sachs Group Inc 188.06K (0.46%) 664.00
Increased by +0.35%
Dec 31, 23
13 First Trust Advisors L.P. 162.52K (0.40%) -10.88K
Decreased by -6.70%
Dec 31, 24
14 Bank of America Corp 157.35K (0.39%) -94.73K
Decreased by -60.20%
Dec 31, 24
15 Wiley Bros.-Aintree Capital, LLC 122.05K (0.30%) 110.06K
Increased by +90.17%
Dec 31, 24
16 Round Rock Advisors, LLC 116.33K (0.29%) 116.33K
Increased by +100.00%
Dec 31, 24
17 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 114.88K (0.28%) 114.88K
Increased by +100.00%
Dec 31, 24
18 Moors & Cabot Inc 102.75K (0.25%) 200.00
Increased by +0.19%
Dec 31, 24
19 Wells Fargo & Co 102.56K (0.25%) 3.81K
Increased by +3.71%
Sep 30, 24
20 Citadel Advisors Llc 93.81K (0.23%) -8.48K
Decreased by -9.05%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Global X SuperDividend™ US ETF 354.05K (0.87%) 82.46K
Increased by +23.29%
Feb 28, 25
2 Royce Small-Cap Trust 279.15K (0.68%) 0.00
Increased by 0.00%
Dec 31, 24
3 Royce Value Trust 279.15K (0.68%) 0.00
Increased by 0.00%
Mar 31, 24
4 Horizon Kinetics Inflation Bnfcrs ETF 185.22K (0.45%) 0.00
Increased by 0.00%
Feb 28, 25
5 Multi-Asset Diversified Income ETF 165.58K (0.41%) 0.00
Increased by 0.00%
Feb 27, 25
6 Royce Capital Small-Cap Inv 128.79K (0.32%) 0.00
Increased by 0.00%
Dec 31, 24
7 Royce Micro Cap Trust 76.98K (0.19%) 0.00
Increased by 0.00%
Dec 31, 24
8 GraniteShares HIPS US High Income ETF 76.58K (0.19%) 473.00
Increased by +0.62%
Feb 28, 25
9 Royce Small-Cap Value Service 51.22K (0.13%) 0.00
Increased by 0.00%
Dec 31, 24
10 Ailis Global Equity Market Neutral I 47.39K (0.12%) 0.00
Increased by 0.00%
Feb 28, 25
11 Invesco Zacks Multi-Asset Income ETF 45.62K (0.11%) 0.00
Increased by 0.00%
Feb 28, 25
12 Fidelity Nasdaq Composite Index 32.26K (0.08%) 0.00
Increased by 0.00%
Jan 31, 25
13 Concorde Wealth Management 23.50K (0.06%) 0.00
Increased by 0.00%
Jun 30, 24
14 Amplify Natural Resources Div Inc ETF 16.84K (0.04%) 0.00
Increased by 0.00%
Feb 28, 25
15 Macquarie VIP Energy Service 12.62K (0.03%) 0.00
Increased by 0.00%
Jan 31, 25
16 Barron's 400 ETF 10.76K (0.03%) 0.00
Increased by 0.00%
Aug 31, 24
17 Roundhill Acquirers Deep Value ETF 9.94K (0.02%) 0.00
Increased by 0.00%
Nov 29, 24
18 Acquirers Deep Value ETF 9.00K (0.02%) 0.00
Increased by 0.00%
Feb 28, 25
19 Virtus AlphaSimplex Global Alts I 6.99K (0.02%) 0.00
Increased by 0.00%
Jan 31, 25
20 Virtus Real Asset Income ETF 4.68K (0.01%) 0.00
Increased by 0.00%
Feb 28, 25