Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDST 6.27%
2 NBCT 6.01%
3 NBET 6.01%
4 UMI 5.98%
5 CSD 5.33%
6 ENFR 5.03%
7 MORE 4.85%
8 MLPI 4.41%
9 EINC 4.41%
10 MLPX 4.21%
11 SMIG 4.14%
12 TPMN 4.03%
13 USNG 3.93%
14 LNGX 3.90%
15 SMHB 3.81%
16 DVOL 2.82%
17 FCUS 2.67%
18 USAI 2.52%
19 NXG 2.51%
20 PIPE 2.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.08M (10.93%) -196.87K
Decreased by -1.78%
Dec 31, 25
2 BlackRock Inc 10.92M (10.77%) 76.36K
Increased by +0.70%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 5.88M (5.80%) 5.88M
Increased by +100.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 4.56M (4.50%) 4.56M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 3.25M (3.20%) 51.51K
Increased by +1.59%
Mar 31, 26
6 Deutsche Bank AG 3.06M (3.01%) -33.92K
Decreased by -1.11%
Mar 31, 26
7 State Street Corporation 3.04M (3.00%) 109.44K
Increased by +3.60%
Dec 31, 23
8 Tortoise Midstream Energy Fund, Inc. 3.01M (2.97%) 26.61K
Increased by +0.88%
Mar 31, 26
9 Neuberger Berman Group LLC 2.94M (2.90%) 154.67K
Increased by +5.27%
Mar 31, 26
10 Goldman Sachs Group Inc 2.94M (2.90%) 158.73K
Increased by +5.40%
Jun 30, 25
11 Blackstone Inc 2.68M (2.64%) 449.61K
Increased by +16.77%
Mar 31, 26
12 59 North Capital Management, LP 2.62M (2.59%) -428.41K
Decreased by -16.34%
Mar 31, 26
13 Geode Capital Management, LLC 2.31M (2.28%) -96.66K
Decreased by -4.18%
Mar 31, 26
14 Dimensional Fund Advisors, Inc. 2.28M (2.25%) -347.77K
Decreased by -15.27%
Mar 31, 26
15 The Goldman Sachs Group Inc 2.17M (2.14%) -410.74K
Decreased by -18.96%
Mar 31, 26
16 Zimmer Partners LP 2.15M (2.12%) 612.86K
Increased by +28.47%
Sep 30, 23
17 Pacer Advisors, INC. 2.14M (2.11%) 2.05M
Increased by +95.52%
Dec 31, 24
18 T. Rowe Price Investment Management,Inc. 2.03M (2.00%) 1.15M
Increased by +56.70%
Mar 31, 26
19 JPMorgan Chase & Co 1.74M (1.72%) 935.07K
Increased by +53.64%
Sep 30, 25
20 First Trust Advisors L.P. 1.52M (1.50%) 1.13M
Increased by +74.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.45M (3.40%) 648.00
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 3.24M (3.20%) 7.40K
Increased by +0.23%
Apr 30, 26
3 Vanguard Small Cap Index 2.34M (2.31%) -4.84K
Decreased by -0.21%
Apr 30, 26
4 Pacer US Cash Cows 100 ETF 1.99M (1.96%) 2.94K
Increased by +0.15%
Feb 28, 25
5 Tortoise Energy Infrastructure TR Ins 1.77M (1.75%) 123.60K
Increased by +6.97%
Mar 31, 26
6 Vanguard Small Cap Value Index Inv 1.50M (1.48%) 10.30K
Increased by +0.68%
Apr 30, 26
7 Vanguard Institutional Extnd Mkt Idx Tr 1.15M (1.13%) 11.75K
Increased by +1.02%
Apr 30, 26
8 Global X MLP & Energy Infrastructure ETF 1.15M (1.13%) 2.09K
Increased by +0.18%
May 29, 26
9 T. Rowe Price Mid-Cap Growth 1.13M (1.12%) 172.65K
Increased by +15.22%
Apr 30, 26
10 Cardinal Capital SMID Cap Value Equity 980.85K (0.97%) -136.01K
Decreased by -13.87%
Mar 31, 24
11 First Trust Value Line® Dividend ETF 965.62K (0.95%) 0.00
Increased by 0.00%
Mar 31, 24
12 T. Rowe Price US Mid-Cap Growth Equity 961.60K (0.95%) 712.00K
Increased by +74.04%
Mar 31, 26
13 Reaves Utility Income 784.56K (0.77%) 171.00K
Increased by +21.80%
Mar 31, 26
14 SPDR® S&P MIDCAP 400 ETF Trust 778.19K (0.77%) -19.48K
Decreased by -2.50%
Jul 31, 25
15 State Street® SPDR® S&P MIDCAP 400® ETF 769.22K (0.76%) 2.89K
Increased by +0.38%
Apr 30, 26
16 American Funds Capital Income Bldr A 760.86K (0.75%) 0.00
Increased by 0.00%
Mar 31, 26
17 Tortoise Strategic Energy Infr Composite 754.08K (0.74%) -136.00
Decreased by -0.02%
Mar 31, 26
18 Westwood Salient MLP & Engy Infras Inst 748.24K (0.74%) -25.85K
Decreased by -3.45%
Apr 30, 26
19 Invesco S&P MidCap Momentum ETF 711.30K (0.70%) 0.00
Increased by 0.00%
Feb 28, 26
20 DFA US Small Cap Value I 693.71K (0.68%) -203.17K
Decreased by -29.29%
Mar 31, 25