Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FORH 3.21%
2 CVY 1.26%
3 VRAI 1.23%
4 MDIV 1.16%
5 GYLD 0.68%
6 FTRI 0.51%
7 NVQ 0.27%
8 BFOR 0.26%
9 ONEQ 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Magnolia Group, LLC 3.03M (3.41%) 183.87K
Increased by +6.06%
Sep 30, 23
2 Progeny 3, Inc. 2.45M (2.75%) 151.50K
Increased by +6.20%
Sep 30, 23
3 Bank of America Corp 2.43M (2.73%) -7.47K
Decreased by -0.31%
Sep 30, 23
4 JPMorgan Chase & Co 2.11M (2.37%) -124.35K
Decreased by -5.90%
Sep 30, 23
5 Jackson Hole Capital Partners, LLC 1.93M (2.17%) 3.89K
Increased by +0.20%
Sep 30, 23
6 Natixis SA 1.27M (1.43%) -323.40K
Decreased by -25.47%
Jun 30, 23
7 Morgan Stanley - Brokerage Accounts 1.20M (1.35%) -1.82M
Decreased by -151.40%
Sep 30, 23
8 Bienville Capital Management, LLC 1.14M (1.28%) 16.00K
Increased by +1.41%
Sep 30, 23
9 Goldman Sachs Group Inc 851.07K (0.96%) 465.80K
Increased by +54.73%
Sep 30, 23
10 Recurrent Investment Advisors, LLC 735.78K (0.83%) 34.50K
Increased by +4.69%
Sep 30, 23
11 Amvescap Plc. 441.60K (0.50%) -10.40K
Decreased by -2.36%
Sep 30, 23
12 ING Groep NV 420.00K (0.47%) 31.00K
Increased by +7.38%
Sep 30, 23
13 BNP Paribas Arbitrage, SA 391.54K (0.44%) 278.81K
Increased by +71.21%
Jun 30, 23
14 First Trust Advisors L.P. 318.28K (0.36%) 43.60K
Increased by +13.70%
Sep 30, 23
15 Fairbanks Capital Management, Inc. 284.95K (0.32%) -1.55K
Decreased by -0.55%
Sep 30, 23
16 Raymond James Finl Svs Advisors, Inc. 282.58K (0.32%) 135.23K
Increased by +47.85%
Sep 30, 23
17 Weiss Multi-Strategy Advisers Llc 282.03K (0.32%) 218.37K
Increased by +77.43%
Sep 30, 23
18 Prescott Group Capital Management LLC 263.10K (0.30%) 0.00
Increased by 0.00%
Sep 30, 23
19 Full Sail Capital, LLC 262.19K (0.29%) 0.00
Increased by 0.00%
Sep 30, 23
20 Adams Asset Advisors LLC 261.43K (0.29%) -14.45K
Decreased by -5.53%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Recurrent MLP & Infrastructure 711.08K (0.80%) 0.00
Increased by 0.00%
Oct 31, 23
2 Recurrent MLP & Infrastructure Class I 711.08K (0.80%) 35.00K
Increased by +4.92%
Oct 31, 23
3 Invesco SteelPath MLP Select 40 Y 378.73K (0.43%) -8.20K
Decreased by -2.17%
Sep 30, 23
4 Multi-Asset Diversified Income ETF 232.65K (0.26%) 0.00
Increased by 0.00%
Dec 28, 23
5 Miller Income A 117.00K (0.13%) -70.00K
Decreased by -59.83%
Sep 30, 23
6 Fidelity Nasdaq Composite Index 73.95K (0.08%) 2.96K
Increased by +4.00%
Nov 30, 23
7 Fidelity® NASDAQ Composite Index® 70.98K (0.08%) 0.00
Increased by 0.00%
Oct 31, 23
8 FT Energy Income Partners Strategy ETF 68.71K (0.08%) 0.00
Increased by 0.00%
Dec 28, 23
9 Invesco Zacks Multi-Asset Income ETF 59.24K (0.07%) 0.00
Increased by 0.00%
Dec 29, 23
10 First Trust Indxx Glbl Natrl Res Inc ETF 46.93K (0.05%) 0.00
Increased by 0.00%
Dec 28, 23
11 Cohen & Steers MLP & Energy Opp I 45.89K (0.05%) -2.37K
Decreased by -5.16%
Sep 30, 23
12 Fidelity® Nasdaq Composite ETF 38.72K (0.04%) 0.00
Increased by 0.00%
Dec 29, 23
13 Formidable ETF 37.86K (0.04%) 0.00
Increased by 0.00%
Dec 29, 23
14 Cornerstone Diversified Small Cap Core 30.07K (0.03%) -2.20K
Decreased by -7.31%
Sep 30, 23
15 Weiss Alternative Multi-Strategy Fd Cl K 27.06K (0.03%) 27.06K
Increased by +100.00%
Sep 30, 23
16 Cohen & Steers Midstream Energy & MLP 25.88K (0.03%) 0.00
Increased by 0.00%
Sep 30, 23
17 Gabelli Dividend & Income 20.00K (0.02%) 0.00
Increased by 0.00%
Sep 30, 23
18 Nikko Index Mother MLP 20.00K (0.02%) -13.00K
Decreased by -65.00%
May 22, 23
19 LoCorr Spectrum Income I 18.33K (0.02%) 18.33K
Increased by +100.00%
Sep 30, 23
20 Gabelli Utilities AAA 18.00K (0.02%) -3.00K
Decreased by -16.67%
Sep 30, 23