Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 YMLI 4.37%
2 MLPC 4.00%
3 MLPY 3.45%
4 MLPA 2.91%
5 MLPB 2.91%
6 MLPR 2.47%
7 AMUB 2.47%
8 AMLP 2.46%
9 AMZA 1.70%
10 MLPI 1.66%
11 AMU 1.47%
12 USAI 1.30%
13 MLPO 1.21%
14 GYLD 0.65%
15 MDIV 0.46%
16 CVY 0.42%
17 EINC 0.35%
18 MDST 0.34%
19 ENFR 0.33%
20 AMND 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 ALPS Advisors Inc 18.97M (17.51%) 310.84K
Increased by +1.64%
Jun 30, 24
2 Amvescap Plc. 17.66M (16.30%) 11.37K
Increased by +0.06%
Jun 30, 24
3 Mirae Asset Global Investments (Korea) Co Ltd 6.02M (5.56%) 760.74K
Increased by +12.64%
Mar 31, 24
4 Morgan Stanley - Brokerage Accounts 5.38M (4.96%) 423.34K
Increased by +7.87%
Jun 30, 24
5 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 4.43M (4.09%) 4.43M
Increased by +100.00%
Jun 30, 24
6 JPMorgan Chase & Co 4.28M (3.95%) -1.21M
Decreased by -28.31%
Jun 30, 24
7 RR Advisors, LLC 4.05M (3.74%) 11.00K
Increased by +0.27%
Sep 30, 24
8 Chickasaw Capital Management, LLC 3.82M (3.53%) -471.08K
Decreased by -12.33%
Sep 30, 24
9 Westwood Holdings Group Inc 3.33M (3.07%) -695.33K
Decreased by -20.88%
Jun 30, 24
10 ClearBridge Advisors, LLC 3.25M (3.00%) 0.00
Increased by 0.00%
Jun 30, 24
11 Creative Planning Inc 3.05M (2.81%) 3.05M
Increased by +100.00%
Jun 30, 24
12 FMR Inc 2.92M (2.69%) -12.20M
Decreased by -417.88%
Jun 30, 23
13 Goldman Sachs Group Inc 2.73M (2.52%) 437.82K
Increased by +16.02%
Jun 30, 24
14 Bank of America Corp 1.35M (1.25%) 764.67K
Increased by +56.66%
Jun 30, 24
15 Natixis SA 1.21M (1.12%) -2.90K
Decreased by -0.24%
Jun 30, 24
16 Swank Energy Income Advisors, LP 1.14M (1.05%) -16.77K
Decreased by -1.47%
Sep 30, 24
17 UBS Group AG 1.10M (1.01%) -410.30K
Decreased by -37.39%
Jun 30, 24
18 Wells Fargo & Co 1.10M (1.01%) -28.71K
Decreased by -2.62%
Jun 30, 24
19 Jefferies Financial Group Inc 826.63K (0.76%) 826.63K
Increased by +100.00%
Jun 30, 24
20 Tortoise Midstream Energy Fund, Inc. 824.43K (0.76%) -31.57K
Decreased by -3.83%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Alerian MLP ETF 19.48M (17.98%) 14.72K
Increased by +0.08%
Oct 31, 24
2 Invesco SteelPath MLP Income Y 8.60M (7.94%) 200.00K
Increased by +2.33%
Sep 30, 24
3 Invesco SteelPath MLP Select 40 Y 7.49M (6.92%) 0.00
Increased by 0.00%
Sep 30, 24
4 Global X MLP ETF 4.72M (4.36%) 0.00
Increased by 0.00%
Oct 31, 24
5 ClearBridge Energy Midstream Opportunity 3.03M (2.79%) 1.89M
Increased by +62.48%
Sep 30, 24
6 Westwood Salient MLP & Engy Infras Inst 1.89M (1.75%) 0.00
Increased by 0.00%
Sep 30, 24
7 Goldman Sachs MLP Energy Infras Instl 1.84M (1.70%) -24.39K
Decreased by -1.32%
Sep 30, 24
8 MainGate MLP I 1.67M (1.54%) -5.00K
Decreased by -0.30%
Sep 30, 24
9 Invesco SteelPath MLP Alpha Y 1.52M (1.40%) 247.53K
Increased by +16.28%
Sep 30, 24
10 Chickasaw MLP SMA 1.36M (1.26%) 800.00
Increased by +0.06%
Sep 30, 24
11 ClearBridge MLP and Midstream 1.33M (1.23%) 0.00
Increased by 0.00%
Aug 31, 24
12 NYLI Cushing® MLP Premier Class I 860.00K (0.79%) 0.00
Increased by 0.00%
Jun 30, 24
13 InfraCap MLP ETF 630.21K (0.58%) -150.00K
Decreased by -23.80%
Oct 31, 24
14 Tortoise Midstream MLP Separate Accounts 573.16K (0.53%) -12.77K
Decreased by -2.23%
Sep 30, 24
15 Invesco SteelPath MLP Alpha Plus Y 561.18K (0.52%) 107.55K
Increased by +19.16%
Sep 30, 24
16 ClearBridge MLP and Midstream TR 559.61K (0.52%) 0.00
Increased by 0.00%
Aug 31, 24
17 MainStay Cushing® MLP Premier I 530.00K (0.49%) 0.00
Increased by 0.00%
Mar 31, 24
18 Jennison Master Limited Partnership 466.40K (0.43%) 466.40K
Increased by +100.00%
Dec 31, 23
19 PGIM Jennison MLP Z 466.40K (0.43%) 466.40K
Increased by +100.00%
Dec 31, 23
20 Tortoise Strategic Midsteam Composite 452.69K (0.42%) 143.88K
Increased by +31.78%
Mar 31, 24