Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SURI 41.54%
2 PIPE 5.85%
3 ENFR 5.07%
4 MORE 4.76%
5 UMI 4.56%
6 MDST 4.49%
7 TNGY 4.36%
8 EMLP 4.00%
9 USNG 3.98%
10 IOIL 3.00%
11 NBCT 2.96%
12 NBET 2.96%
13 EIPX 2.66%
14 FORH 2.35%
15 NDIV 2.24%
16 AZTD 2.14%
17 EIPI 2.04%
18 ABLD 1.93%
19 DFRA 1.93%
20 ATMP 1.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Tortoise Midstream Energy Fund, Inc. 11.80M (6.13%) 94.93K
Increased by +0.80%
Mar 31, 26
2 Massachusetts Financial Services Company 9.07M (4.71%) -470.90K
Decreased by -5.19%
Mar 31, 26
3 Energy Income Partners, LLC 8.97M (4.66%) 120.77K
Increased by +1.35%
Mar 31, 26
4 Chickasaw Capital Management, LLC 8.68M (4.51%) -144.04K
Decreased by -1.66%
Mar 31, 26
5 Two Sigma Investments LLC 7.19M (3.74%) 5.36M
Increased by +74.48%
Mar 31, 26
6 The Goldman Sachs Group Inc 7.08M (3.68%) 2.26M
Increased by +31.88%
Mar 31, 26
7 ClearBridge Advisors, LLC 6.95M (3.61%) 44.05K
Increased by +0.63%
Mar 31, 26
8 Artemis Investment Management LLP 6.71M (3.49%) 3.18M
Increased by +47.42%
Mar 31, 26
9 Goldman Sachs Group Inc 4.88M (2.54%) -337.20K
Decreased by -6.90%
Jun 30, 25
10 Barrow Hanley Mewhinney & Strauss LLC 4.48M (2.33%) 190.49K
Increased by +4.25%
Mar 31, 26
11 Amvescap Plc. 4.39M (2.28%) 16.24K
Increased by +0.37%
Mar 31, 26
12 Aventail Capital Group, LP 4.08M (2.12%) 397.50K
Increased by +9.75%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 4.07M (2.11%) 462.78K
Increased by +11.38%
Mar 31, 26
14 Assenagon Asset Management SA 3.77M (1.96%) 1.77M
Increased by +47.04%
Dec 31, 23
15 UBS Group AG 3.75M (1.95%) 346.31K
Increased by +9.22%
Mar 31, 26
16 Bank of America Corp 3.75M (1.95%) 1.74M
Increased by +46.32%
Mar 31, 26
17 Swank Energy Income Advisors, LP 3.46M (1.80%) -265.00K
Decreased by -7.66%
Mar 31, 26
18 Vanguard Group Inc 2.99M (1.55%) -384.70K
Decreased by -12.86%
Dec 31, 25
19 Advisors Capital Management, LLC 2.94M (1.53%) 107.16K
Increased by +3.65%
Mar 31, 26
20 Two Sigma Advisers, LLC 2.89M (1.50%) -437.26K
Decreased by -15.13%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Tortoise Energy Infrastructure TR Ins 8.29M (4.31%) 103.80K
Increased by +1.25%
Mar 31, 26
2 First Trust North Amer Engy InfrasETF 6.48M (3.37%) 0.00
Increased by 0.00%
May 31, 26
3 MFS Mid Cap Value A 5.21M (2.71%) 0.00
Increased by 0.00%
Apr 30, 26
4 MFS Mid Cap Value Equity 5.21M (2.71%) -224.63K
Decreased by -4.31%
Mar 31, 26
5 Artemis Global Income I Acc 4.76M (2.47%) 916.81K
Increased by +19.28%
Feb 28, 26
6 MainGate MLP I 4.22M (2.19%) 0.00
Increased by 0.00%
Mar 31, 26
7 MainStay Cushing® MLP Premier I 3.38M (1.76%) 0.00
Increased by 0.00%
Mar 31, 24
8 Chickasaw MLP SMA 3.09M (1.61%) 40.80K
Increased by +1.32%
Mar 31, 26
9 ClearBridge Energy Midstream Opportunity Fund Inc 2.94M (1.53%) 0.00
Increased by 0.00%
Mar 31, 25
10 Invesco SteelPath MLP Select 40 Y 2.81M (1.46%) 0.00
Increased by 0.00%
Mar 31, 26
11 ClearBridge Energy Midstream Opportunity 2.61M (1.36%) 0.00
Increased by 0.00%
Apr 30, 26
12 PGIM Jennison MLP Z 2.61M (1.36%) -100.47K
Decreased by -3.84%
Oct 31, 24
13 NYLI Cushing® MLP Premier Class I 2.56M (1.33%) -220.00K
Decreased by -8.59%
Mar 31, 26
14 HSBC GIF Global Infras Eq AM2 2.54M (1.32%) 158.10K
Increased by +6.22%
Apr 30, 26
15 Tortoise Energy Infrastructure 2.36M (1.23%) 0.00
Increased by 0.00%
Mar 31, 26
16 Westwood Salient MLP & Engy Infras Inst 2.32M (1.21%) 0.00
Increased by 0.00%
Jul 31, 25
17 Recurrent MLP & Infrastructure Class I 2.29M (1.19%) 0.00
Increased by 0.00%
Jan 31, 26
18 Global X MLP & Energy Infrastructure ETF 2.29M (1.19%) 4.18K
Increased by +0.18%
May 29, 26
19 Tortoise Energy Infrastructure Corp 2.24M (1.16%) 0.00
Increased by 0.00%
Mar 31, 25
20 Bridge Builder Large Cap Value 2.18M (1.14%) 0.00
Increased by 0.00%
May 31, 26