Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Mnged PORT. Series-Tortoise Energy Infrastructure Total Return Fd. | Mar 31, 2026 | 3.0M | 103.6M | 1.1% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 2.8M | 98.7M | 1% |
| Two Roads Shared Trust-Recurrent MLP & Energy Infrastructure Fund | Jan 31, 2026 | 1.9M | 65.7M | 0.7% |
| Ultimus Managers Trust-Westwood Salient MLP & Energy | Jan 31, 2026 | 1.8M | 64.6M | 0.6% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.8M | 63.3M | 0.6% |
| NEW YORK LIFE INVESTMENTS FUNDS TRUST-NYLI Cushing MLP Premier Fund | Feb 28, 2026 | 1.5M | 52.9M | 0.5% |
| Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund | Apr 30, 2026 | 1.1M | 37.8M | 0.4% |
| First TRT Exch-Trd Fd. IV-First TRT North American Energy Infrastructu | Apr 30, 2026 | 1.1M | 36.8M | 0.4% |
| DNP Select Income Fund Inc | Jan 31, 2026 | 975K | 34.1M | 0.3% |
| DEUTSCHE DWS MARKET TRUST-DWS RREEF Real Assets Fund | Mar 31, 2026 | 906.3K | 31.7M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.