Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SURI 43.45%
2 ENFR 5.23%
3 MORE 4.76%
4 UMI 4.61%
5 MDST 4.59%
6 TNGY 4.40%
7 EMLP 4.09%
8 USNG 4.03%
9 NBCT 3.00%
10 NBET 3.00%
11 IOIL 3.00%
12 EIPX 2.75%
13 FORH 2.49%
14 NDIV 2.24%
15 AZTD 2.15%
16 EIPI 2.09%
17 ATMP 1.92%
18 CPAI 1.92%
19 SMHB 1.88%
20 NXG 1.61%

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 8.85M (4.60%) -1.34M
Decreased by -15.16%
Dec 31, 25
4 Chickasaw Capital Management, LLC 8.68M (4.51%) -144.04K
Decreased by -1.66%
Mar 31, 26
5 ClearBridge Advisors, LLC 6.95M (3.61%) 44.05K
Increased by +0.63%
Mar 31, 26
6 Artemis Investment Management LLP 6.71M (3.49%) 3.18M
Increased by +47.42%
Mar 31, 26
7 Goldman Sachs Group Inc 4.88M (2.54%) -337.20K
Decreased by -6.90%
Jun 30, 25
8 The Goldman Sachs Group Inc 4.82M (2.51%) -195.21K
Decreased by -4.05%
Dec 31, 25
9 Barrow Hanley Mewhinney & Strauss LLC 4.48M (2.33%) 190.49K
Increased by +4.25%
Mar 31, 26
10 Amvescap Plc. 4.39M (2.28%) 16.24K
Increased by +0.37%
Mar 31, 26
11 Aventail Capital Group, LP 4.08M (2.12%) 397.50K
Increased by +9.75%
Sep 30, 23
12 Assenagon Asset Management SA 3.77M (1.96%) 1.77M
Increased by +47.04%
Dec 31, 23
13 UBS Group AG 3.75M (1.95%) 346.31K
Increased by +9.22%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 3.60M (1.87%) -256.34K
Decreased by -7.11%
Dec 31, 25
15 Swank Energy Income Advisors, LP 3.46M (1.80%) -265.00K
Decreased by -7.66%
Mar 31, 26
16 Vanguard Group Inc 2.99M (1.55%) -384.70K
Decreased by -12.86%
Dec 31, 25
17 Advisors Capital Management, LLC 2.94M (1.53%) 107.16K
Increased by +3.65%
Mar 31, 26
18 Two Sigma Advisers, LLC 2.89M (1.50%) -437.26K
Decreased by -15.13%
Dec 31, 25
19 RR Advisors, LLC 2.77M (1.44%) -881.00K
Decreased by -31.83%
Dec 31, 23
20 Jennison Associates LLC 2.71M (1.41%) -12.75K
Decreased by -0.47%
Sep 30, 24

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 6.44M (3.35%) 0.00
Increased by 0.00%
Apr 30, 26
3 MFS Mid Cap Value A 5.21M (2.71%) -80.19K
Decreased by -1.54%
Mar 31, 26
4 MFS Mid Cap Value Equity 5.21M (2.71%) -224.63K
Decreased by -4.31%
Mar 31, 26
5 MainGate MLP I 4.22M (2.19%) 0.00
Increased by 0.00%
Mar 31, 26
6 Artemis Global Income I Acc 3.84M (1.99%) 1.04M
Increased by +27.18%
Jan 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 NYLI Cushing® MLP Premier Class I 2.78M (1.44%) -60.00K
Decreased by -2.16%
Dec 31, 25
12 ClearBridge Energy Midstream Opportunity 2.61M (1.36%) 0.00
Increased by 0.00%
Mar 31, 26
13 PGIM Jennison MLP Z 2.61M (1.36%) -100.47K
Decreased by -3.84%
Oct 31, 24
14 HSBC GIF Global Infras Eq AM2 2.39M (1.24%) -29.23K
Decreased by -1.23%
Feb 28, 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 Tortoise Energy Infrastructure Corp 2.24M (1.16%) 0.00
Increased by 0.00%
Mar 31, 25
19 Center Coast Brookfield Midstream Foc I 2.21M (1.15%) -634.53K
Decreased by -28.68%
Dec 31, 25
20 Bridge Builder Large Cap Value 2.18M (1.14%) 0.00
Increased by 0.00%
Apr 30, 26