Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HIPS 2.12%
2 DIV 1.86%
3 NDIV 1.36%
4 CVY 1.06%
5 VRAI 1.03%
6 DVP 1.01%
7 DEEP 1.01%
8 MDIV 1.00%
9 GYLD 0.64%
10 INFL 0.41%
11 BFOR 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 1.02M (2.47%) -37.53K
Decreased by -3.68%
Mar 31, 25
2 Horizon Asset Management Inc/ny 912.46K (2.20%) 3.82K
Increased by +0.42%
Mar 31, 25
3 Greenwich Investment Management Inc 582.17K (1.41%) -5.69K
Decreased by -0.98%
Jun 30, 24
4 Adams Asset Advisors LLC 559.51K (1.35%) -52.33K
Decreased by -9.35%
Mar 31, 25
5 Botty Investors LLC 541.26K (1.31%) 5.02K
Increased by +0.93%
Mar 31, 25
6 Mirae Asset Global Investments (Korea) Co Ltd 455.12K (1.10%) 455.12K
Increased by +100.00%
Mar 31, 24
7 Royce & Associates, LP 432.61K (1.05%) -103.52K
Decreased by -23.93%
Mar 31, 25
8 Meixler Investment Management, Ltd. 413.59K (1.00%) -3.14K
Decreased by -0.76%
Mar 31, 25
9 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 411.91K (1.00%) 297.03K
Increased by +72.11%
Mar 31, 25
10 Delta Investment Management, LLC 300.10K (0.72%) -467.00
Decreased by -0.16%
Mar 31, 25
11 Round Rock Advisors, LLC 279.15K (0.67%) 162.83K
Increased by +58.33%
Mar 31, 25
12 Natixis SA 243.20K (0.59%) 0.00
Increased by 0.00%
Dec 31, 24
13 Kingsview Wealth Management, LLC 237.31K (0.57%) -16.45K
Decreased by -6.93%
Mar 31, 25
14 Goldman Sachs Group Inc 188.06K (0.45%) 664.00
Increased by +0.35%
Dec 31, 23
15 First Trust Advisors L.P. 162.52K (0.39%) -10.88K
Decreased by -6.70%
Dec 31, 24
16 Bank of America Corp 152.35K (0.37%) -5.00K
Decreased by -3.28%
Mar 31, 25
17 Citadel Advisors Llc 149.01K (0.36%) 100.03K
Increased by +67.13%
Mar 31, 25
18 Yale Capital Corp 121.95K (0.29%) 44.65K
Increased by +36.61%
Mar 31, 25
19 Wiley Bros.-Aintree Capital, LLC 117.35K (0.28%) -4.71K
Decreased by -4.01%
Mar 31, 25
20 Wells Fargo & Co 102.56K (0.25%) 3.81K
Increased by +3.71%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Global X SuperDividend™ US ETF 432.46K (1.04%) 826.00
Increased by +0.19%
May 30, 25
2 Royce Small-Cap Trust 279.15K (0.67%) 0.00
Increased by 0.00%
Mar 31, 25
3 Royce Value Trust 279.15K (0.67%) 0.00
Increased by 0.00%
Mar 31, 24
4 Royce Value Trust Inc 279.15K (0.67%) 0.00
Increased by 0.00%
Mar 31, 25
5 Horizon Kinetics Inflation Bnfcrs ETF 189.20K (0.46%) 0.00
Increased by 0.00%
May 30, 25
6 Multi-Asset Diversified Income ETF 175.60K (0.42%) 271.00
Increased by +0.15%
May 29, 25
7 GraniteShares HIPS US High Income ETF 81.79K (0.20%) 473.00
Increased by +0.58%
May 30, 25
8 Royce Micro Cap Trust 76.98K (0.19%) 0.00
Increased by 0.00%
Mar 31, 25
9 Royce Micro-Cap Trust Inc 76.98K (0.19%) 0.00
Increased by 0.00%
Mar 31, 25
10 Royce Capital Small-Cap Inv 52.73K (0.13%) -76.06K
Decreased by -144.26%
Mar 31, 25
11 Ailis Global Equity Market Neutral I 44.32K (0.11%) -3.60K
Decreased by -8.12%
May 31, 25
12 Invesco Zacks Multi-Asset Income ETF 39.06K (0.09%) 0.00
Increased by 0.00%
May 30, 25
13 Fidelity Nasdaq Composite Index 32.26K (0.08%) 0.00
Increased by 0.00%
Apr 30, 25
14 Royce Small-Cap Value Service 23.75K (0.06%) -27.46K
Decreased by -115.60%
Mar 31, 25
15 Concorde Wealth Management 23.50K (0.06%) 0.00
Increased by 0.00%
Jun 30, 24
16 Fidelity Nasdaq Composite ETF 16.81K (0.04%) 0.00
Increased by 0.00%
May 30, 25
17 Macquarie VIP Energy Service 12.06K (0.03%) 0.00
Increased by 0.00%
Apr 30, 25
18 Barron's 400 ETF 10.76K (0.03%) 0.00
Increased by 0.00%
Aug 31, 24
19 Roundhill Acquirers Deep Value ETF 9.94K (0.02%) 0.00
Increased by 0.00%
Nov 29, 24
20 Acquirers Deep Value ETF 9.00K (0.02%) 0.00
Increased by 0.00%
Feb 28, 25