Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AIM Investment Fd.s -Invesco SteelPath MLP Income Fd. | Feb 28, 2026 | 12.8M | 279.1M | 2.7% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 11.0M | 240.1M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 10.6M | 231.2M | 2.2% |
| Mnged PORT. Series-Tortoise Energy Infrastructure Total Return Fd. | Mar 31, 2026 | 8.6M | 189.0M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 7.6M | 165.5M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 4.9M | 106.7M | 1.0% |
| AIM Investment Fd.s -Invesco SteelPath MLP Select 40 Fd. | Feb 28, 2026 | 3.7M | 80.4M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 3.6M | 78.5M | 0.8% |
| GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF | Mar 31, 2026 | 3.6M | 78.1M | 0.8% |
| Kayne Anderson Energy Infrastructure Fund, Inc. | Feb 28, 2026 | 3.4M | 74.7M | 0.7% |
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Holders
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