Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LMLB 10.42%
2 ZMLP 4.20%
3 GURU 1.50%
4 MDIV 1.47%
5 CVY 0.98%
6 VUS 0.86%
7 GYLD 0.70%
8 HYBB 0.09%
9 QRFT 0.03%
10 ONEQ 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 ICAHN CARL C 549.40M (611.67%) 0.00
Increased by 0.00%
Mar 31, 26
2 Morgan Stanley - Brokerage Accounts 5.67M (6.32%) 1.72M
Increased by +30.25%
Mar 31, 26
3 First Trust Advisors L.P. 804.01K (0.90%) 21.37K
Increased by +2.66%
Mar 31, 26
4 Susquehanna International Group, LLP 741.38K (0.83%) -186.80K
Decreased by -25.20%
Mar 31, 26
5 Group One Trading, LP 700.03K (0.78%) 658.08K
Increased by +94.01%
Dec 31, 25
6 Geode Capital Management, LLC 581.12K (0.65%) 36.39K
Increased by +6.26%
Mar 31, 26
7 Private Capital Advisors, Inc. 486.80K (0.54%) 310.80K
Increased by +63.85%
Sep 30, 23
8 Soviero Asset Management, LP 450.00K (0.50%) 450.00K
Increased by +100.00%
Mar 31, 26
9 Jump Financial LLC 389.77K (0.43%) 210.56K
Increased by +54.02%
Mar 31, 26
10 Jane Street Group LLC 351.89K (0.39%) 296.02K
Increased by +84.12%
Dec 31, 25
11 Citadel Advisors Llc 317.42K (0.35%) -43.95K
Decreased by -13.85%
Dec 31, 25
12 Mirae Asset Global Investments (Korea) Co Ltd 271.00K (0.30%) 233.41K
Increased by +86.13%
Mar 31, 24
13 Limestone Investment Advisors LP 250.00K (0.28%) 0.00
Increased by 0.00%
Dec 31, 25
14 Citigroup Inc 172.93K (0.19%) -270.00
Decreased by -0.16%
Mar 31, 26
15 International Assets Investment Management, LLC 164.10K (0.18%) -7.54K
Decreased by -4.59%
Sep 30, 25
16 Amvescap Plc. 161.87K (0.18%) 19.56K
Increased by +12.08%
Mar 31, 26
17 HRT FINANCIAL LLC 159.50K (0.18%) 159.50K
Increased by +100.00%
Mar 31, 26
18 SIMPLEX TRADING, LLC 153.64K (0.17%) -26.87K
Decreased by -17.49%
Mar 31, 26
19 JANE STREET GROUP, LLC 133.75K (0.15%) -143.56K
Decreased by -107.33%
Jun 30, 24
20 LPL Financial Corp 132.99K (0.15%) -14.89K
Decreased by -11.20%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Multi-Asset Diversified Income ETF 822.38K (0.92%) 0.00
Increased by 0.00%
May 31, 26
2 Fidelity Nasdaq Composite Index 400.61K (0.45%) 0.00
Increased by 0.00%
Apr 30, 26
3 Fidelity Nasdaq Composite ETF 193.10K (0.21%) 0.00
Increased by 0.00%
May 29, 26
4 Invesco Zacks Multi-Asset Income ETF 161.94K (0.18%) 0.00
Increased by 0.00%
May 29, 26
5 Fidelity® Nasdaq Composite ETF 94.43K (0.11%) 0.00
Increased by 0.00%
Dec 29, 23
6 LoCorr Spectrum Income I 47.60K (0.05%) 0.00
Increased by 0.00%
Jun 30, 25
7 First Trust Nasdaq BuyWrite Income ETF 39.95K (0.04%) 0.00
Increased by 0.00%
Aug 28, 25
8 Global X Guru™ ETF 37.27K (0.04%) 0.00
Increased by 0.00%
Jan 31, 24
9 Arrow Dow Jones Global Yield ETF 26.66K (0.03%) 0.00
Increased by 0.00%
May 29, 26
10 Virtus U.S. Dividend ETF 20.54K (0.02%) 0.00
Increased by 0.00%
May 29, 26
11 Matco Global Equity Series F 17.00K (0.02%) 17.00K
Increased by +100.00%
Apr 30, 24
12 Counterpoint Tactical Equity I 7.21K (0.01%) 0.00
Increased by 0.00%
Mar 31, 26
13 Gabelli Equity Trust 5.00K (0.01%) -500.00
Decreased by -10.00%
Sep 30, 23
14 RiverNorth Patriot ETF 1.36K (0.00%) 0.00
Increased by 0.00%
May 30, 25
15 Neuberger Berman Uncrld Strs USD I5 Acc 300.00 (0.00%) -2.40K
Decreased by -800.00%
Mar 31, 24
16 Kinetics Small-Mid Cap Strategy 272.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
17 QRAFT AI-Enhanced US Large Cap ETF 188.00 (0.00%) 0.00
Increased by 0.00%
Apr 30, 24
18 ZWJ Balanced 129.00 (0.00%) 129.00
Increased by +100.00%
Mar 31, 25
19 Reverb ETF 23.00 (0.00%) 0.00
Increased by 0.00%
Nov 27, 24
20 Advisors Capital Balanced 10.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 26