Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AIM Investment Fd.s -Invesco SteelPath MLP Income Fd. | Aug 31, 2025 | 17.0M | 305.9M | 3.6% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 10.7M | 192.0M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 10.6M | 189.7M | 2.2% |
| Mnged PORT. Series-Tortoise Energy Infrastructure Total Return Fd. | Sep 30, 2025 | 8.9M | 159.4M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 7.9M | 142.7M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 5.1M | 91.3M | 1.1% |
| AIM Investment Fd.s -Invesco SteelPath MLP Select 40 Fd. | Aug 31, 2025 | 4.5M | 80.4M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 3.6M | 64.3M | 0.8% |
| GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF | Sep 30, 2025 | 3.5M | 62.9M | 0.7% |
| ClearBridge Energy Midstream Opportunity Fund Inc. | Aug 31, 2025 | 3.3M | 59.4M | 0.7% |
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