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 (22.71%) 0.00
Increased by 0.00%
Dec 31, 24
2 Barclays PLC 1.50M (4.72%) 0.00
Increased by 0.00%
Mar 31, 25
3 JPMorgan Chase & Co 997.34K (3.14%) 283.41K
Increased by +28.42%
Mar 31, 25
4 Blackstone Inc 986.24K (3.11%) -31.68K
Decreased by -3.21%
Mar 31, 25
5 Nomura Holdings Inc 935.83K (2.95%) 935.83K
Increased by +100.00%
Dec 31, 24
6 Morgan Stanley - Brokerage Accounts 668.63K (2.11%) -187.47K
Decreased by -28.04%
Mar 31, 25
7 Goldman Sachs Group Inc 499.97K (1.57%) -2.47M
Decreased by -494.05%
Mar 31, 25
8 HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS 408.24K (1.29%) -47.33K
Decreased by -11.59%
Mar 31, 25
9 Lee Financial Corp 271.37K (0.85%) 0.00
Increased by 0.00%
Dec 31, 24
10 Gardner Lewis Asset Management L P 229.66K (0.72%) 0.00
Increased by 0.00%
Mar 31, 25
11 UBS Group AG 190.00K (0.60%) 134.43K
Increased by +70.75%
Dec 31, 24
12 Bank of America Corp 183.86K (0.58%) 143.63K
Increased by +78.12%
Mar 31, 25
13 Raymond James & Associates 156.47K (0.49%) -283.13K
Decreased by -180.95%
Sep 30, 24
14 Tricadia Capital Management, LLC 145.94K (0.46%) 0.00
Increased by 0.00%
Mar 31, 25
15 Susquehanna International Group, LLP 135.72K (0.43%) -19.68K
Decreased by -14.50%
Dec 31, 24
16 The Toronto-Dominion Bank 65.00K (0.20%) 65.00K
Increased by +100.00%
Dec 31, 24
17 Citadel Advisors Llc 47.78K (0.15%) -23.16K
Decreased by -48.47%
Sep 30, 24
18 Wells Fargo & Co 42.32K (0.13%) -2.27K
Decreased by -5.36%
Dec 31, 24
19 Alpine Partners VI, LLC 32.01K (0.10%) 8.23K
Increased by +25.70%
Sep 30, 24
20 AGP FRANKLIN, LLC 31.00K (0.10%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Invesco SteelPath MLP Income Y 7.03M (22.12%) 0.00
Increased by 0.00%
Mar 31, 25
2 NexPoint Event Driven Z 455.57K (1.43%) 455.57K
Increased by +100.00%
Dec 31, 24
3 VT De Lisle America B USD 335.43K (1.06%) 0.00
Increased by 0.00%
May 31, 25
4 Invesco SteelPath MLP Select 40 Y 186.31K (0.59%) 0.00
Increased by 0.00%
Mar 31, 25
5 Fidelity Nasdaq Composite Index 26.49K (0.08%) -3.41K
Decreased by -12.87%
Apr 30, 25
6 Eagle Energy Infrastructure I 20.96K (0.07%) 20.96K
Increased by +100.00%
Jul 31, 24
7 Global X MLP ETF 100.00 (0.00%) 0.00
Increased by 0.00%
May 30, 25