Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MLPC 4.00%
2 MLPJ 2.27%
3 MLPO 0.26%
4 DVHL 0.25%
5 AMUB 0.20%
6 MLPR 0.20%
7 MLPA 0.00%
8 SPEM 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Amvescap Plc. 7.21M (32.65%) 0.00
Increased by 0.00%
Sep 30, 24
2 Goldman Sachs Group Inc 3.46M (15.65%) 574.41K
Increased by +16.62%
Sep 30, 24
3 Barclays PLC 1.50M (6.79%) 0.00
Increased by 0.00%
Sep 30, 24
4 Blackstone Inc 1.02M (4.61%) 0.00
Increased by 0.00%
Sep 30, 24
5 Morgan Stanley - Brokerage Accounts 935.47K (4.23%) 439.77K
Increased by +47.01%
Sep 30, 24
6 JPMorgan Chase & Co 573.73K (2.60%) -10.44K
Decreased by -1.82%
Sep 30, 24
7 Lee Financial Corp 271.37K (1.23%) 271.37K
Increased by +100.00%
Sep 30, 24
8 Raymond James & Associates 156.47K (0.71%) -283.13K
Decreased by -180.95%
Sep 30, 24
9 Susquehanna International Group, LLP 155.39K (0.70%) 53.97K
Increased by +34.73%
Sep 30, 24
10 UBS Group AG 55.58K (0.25%) 15.97K
Increased by +28.73%
Sep 30, 24
11 Citadel Advisors Llc 47.78K (0.22%) -23.16K
Decreased by -48.47%
Sep 30, 24
12 Wells Fargo & Co 44.59K (0.20%) -80.73K
Decreased by -181.08%
Sep 30, 24
13 Alpine Partners VI, LLC 32.01K (0.14%) 8.23K
Increased by +25.70%
Sep 30, 24
14 Victory Capital Management Inc. 29.79K (0.13%) 7.50K
Increased by +25.17%
Dec 31, 23
15 Moneta Group Investment Advisors Inc 27.75K (0.13%) 37.00
Increased by +0.13%
Sep 30, 24
16 Geode Capital Management, LLC 23.93K (0.11%) -9.14K
Decreased by -38.20%
Sep 30, 24
17 Virtu Financial LLC 21.34K (0.10%) 21.34K
Increased by +100.00%
Mar 31, 24
18 Eagle Global Advisors, LLC 20.96K (0.09%) -58.80K
Decreased by -280.46%
Sep 30, 24
19 Acadian Asset Management LLC 19.96K (0.09%) 19.96K
Increased by +100.00%
Mar 31, 24
20 Independent Advisor Alliance 16.07K (0.07%) 2.00
Increased by +0.01%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Invesco SteelPath MLP Income Y 7.03M (31.81%) 0.00
Increased by 0.00%
Sep 30, 24
2 VT De Lisle America B USD 335.43K (1.52%) 0.00
Increased by 0.00%
Nov 30, 24
3 Invesco SteelPath MLP Select 40 Y 186.31K (0.84%) 0.00
Increased by 0.00%
Sep 30, 24
4 Fidelity Nasdaq Composite Index 23.93K (0.11%) 0.00
Increased by 0.00%
Oct 31, 24
5 Eagle Energy Infrastructure I 20.96K (0.09%) 20.96K
Increased by +100.00%
Jul 31, 24
6 Global X MLP ETF 100.00 (0.00%) 0.00
Increased by 0.00%
Nov 29, 24