Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.8M | 29.8M | 2.2% |
| MUTUAL FUND SERIES TRUST-Catalyst Energy Infrastructure Fund | Sep 30, 2025 | 4.6M | 23.9M | 1.8% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 3.4M | 17.3M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.5M | 7.6M | 0.6% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 1.3M | 6.9M | 0.5% |
| GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF | Sep 30, 2025 | 1.4M | 7.0M | 0.5% |
| iShares Trust-iShares Russell 2000 Growth ETF | Sep 30, 2025 | 1.2M | 6.1M | 0.5% |
| Ultimus Managers Trust-Westwood Salient MLP & Energy | Jul 31, 2025 | 1.1M | 5.7M | 0.4% |
| VANGUARD WORLD FUND-Vanguard Energy Index Fund | Aug 31, 2025 | 927.0K | 4.8M | 0.3% |
| TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund | Jul 31, 2025 | 782.9K | 4.0M | 0.3% |
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Holders
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