Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MLPA 7.10%
2 AMLP 5.84%
3 FCG 4.30%
4 AMZA 4.28%
5 NDIV 4.04%
6 USAI 2.32%
7 EINC 2.25%
8 ENFR 2.20%
9 UMI 2.18%
10 MLPX 1.52%
11 KVLE 1.47%
12 ALTY 1.42%
13 MLPR 1.26%
14 AMUB 1.26%
15 VRAI 1.09%
16 WBIY 1.05%
17 EMLP 0.73%
18 GYLD 0.66%
19 TPYP 0.59%
20 SMHB 0.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 ALPS Advisors Inc 11.72M (15.05%) -6.39K
Decreased by -0.05%
Dec 31, 23
2 Goldman Sachs Group Inc 6.86M (8.81%) 3.50M
Increased by +51.06%
Dec 31, 23
3 Tortoise Midstream Energy Fund, Inc. 4.39M (5.64%) 1.18M
Increased by +26.87%
Dec 31, 23
4 Amvescap Plc. 3.85M (4.95%) 275.49K
Increased by +7.15%
Dec 31, 23
5 Mirae Asset Global Investments (Korea) Co Ltd 3.17M (4.07%) 887.86K
Increased by +28.03%
Dec 31, 23
6 ClearBridge Advisors, LLC 2.62M (3.37%) 0.00
Increased by 0.00%
Dec 31, 23
7 TD Asset Management Inc 2.34M (3.00%) 1.53M
Increased by +65.61%
Dec 31, 23
8 Energy Income Partners, LLC 2.15M (2.75%) -1.97M
Decreased by -91.99%
Dec 31, 23
9 CI Investments Inc 1.96M (2.52%) -729.24K
Decreased by -37.17%
Dec 31, 23
10 TD Global Investment Solutions – TD Epoch 1.79M (2.30%) 811.98K
Increased by +45.29%
Dec 31, 23
11 Morgan Stanley - Brokerage Accounts 1.37M (1.76%) 130.91K
Increased by +9.55%
Dec 31, 23
12 Swank Energy Income Advisors, LP 1.32M (1.70%) -3.87K
Decreased by -0.29%
Mar 31, 24
13 JPMorgan Chase & Co 1.20M (1.54%) 445.47K
Increased by +37.19%
Dec 31, 23
14 UBS Group AG 919.31K (1.18%) 16.07K
Increased by +1.75%
Dec 31, 23
15 Marshall Wace Asset Management Ltd 845.45K (1.09%) 12.13K
Increased by +1.43%
Sep 30, 23
16 Kayne Anderson Capital Advisors LP 837.96K (1.08%) 0.00
Increased by 0.00%
Dec 31, 23
17 Westwood Holdings Group Inc 824.65K (1.06%) -315.10K
Decreased by -38.21%
Sep 30, 23
18 Renaissance Technologies Corp 811.00K (1.04%) 360.39K
Increased by +44.44%
Dec 31, 23
19 FMR Inc 778.15K (1.00%) 23.06K
Increased by +2.96%
Sep 30, 23
20 Bank of New York Mellon Corp 776.26K (1.00%) 76.81K
Increased by +9.89%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Alerian MLP ETF 13.93M (17.88%) 11.15K
Increased by +0.08%
Apr 30, 24
2 Global X MLP ETF 2.91M (3.74%) 3.26K
Increased by +0.11%
Apr 30, 24
3 Goldman Sachs MLP Energy Infras Instl 2.31M (2.96%) 1.00M
Increased by +43.54%
Mar 31, 24
4 Tortoise Energy Infrastructure TR Ins 1.61M (2.06%) 410.84K
Increased by +25.57%
Mar 31, 24
5 Invesco SteelPath MLP Income Y 1.60M (2.05%) 0.00
Increased by 0.00%
Mar 31, 24
6 Invesco SteelPath MLP Select 40 Y 1.47M (1.89%) 0.00
Increased by 0.00%
Mar 31, 24
7 Tortoise Strategic Midsteam Composite 1.36M (1.75%) 994.80K
Increased by +73.19%
Mar 31, 24
8 ClearBridge MLP and Midstream 1.19M (1.53%) 0.00
Increased by 0.00%
Mar 31, 24
9 Tortoise Midstream MLP Separate Accounts 1.11M (1.42%) -324.58K
Decreased by -29.37%
Mar 31, 24
10 MainStay Cushing® MLP Premier I 982.00K (1.26%) 0.00
Increased by 0.00%
Dec 31, 23
11 Tortoise Energy Infrastructure 979.13K (1.26%) 620.42K
Increased by +63.36%
Mar 31, 24
12 ClearBridge Energy Midstream Opportunity 883.29K (1.13%) 0.00
Increased by 0.00%
Mar 31, 24
13 Westwood Salient MLP & Engy Infras Inst 811.61K (1.04%) 66.63K
Increased by +8.21%
Mar 31, 24
14 TD Global Equity Growth - I 809.59K (1.04%) -11.77K
Decreased by -1.45%
Dec 31, 23
15 TD Epoch Glb Qlty Capital Reinvestment 775.75K (1.00%) 261.38K
Increased by +33.69%
Mar 31, 24
16 TD U.S. Capital Reinvestment I 763.18K (0.98%) 186.20K
Increased by +24.40%
Dec 31, 23
17 Cohen & Steers Infrastructure 716.32K (0.92%) -291.50K
Decreased by -40.69%
Sep 30, 23
18 CI High Income Class A 712.11K (0.91%) 0.00
Increased by 0.00%
Dec 31, 23
19 Global X MLP & Energy Infrastructure ETF 605.16K (0.78%) 4.28K
Increased by +0.71%
Apr 30, 24
20 Invesco SteelPath MLP Alpha Y 573.65K (0.74%) 0.00
Increased by 0.00%
Mar 31, 24