VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
3.17%
3.24M
$407.95M
+0.1%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
2.29%
2.34M
$294.68M
−0.3%
Jun 30, 2026
Mnged PORT. Series-Tortoise Energy Infrastructure Total Return Fd.
1.69%
1.73M
$217.69M
0.0%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
1.45%
1.48M
$186.70M
−0.8%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
1.15%
1.17M
$147.26M
+3.0%
Jun 30, 2026
T. Rowe Price Mid-Cap Growth Fund, Inc.
1.11%
1.13M
$142.85M
+17.9%
Jun 30, 2026
GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
1.08%
1.10M
$138.59M
+2.6%
Aug 31, 2026
Reaves Utility Income Fund
0.91%
929.56K
$117.10M
+18.5%
Jul 31, 2026
Capital Income Builder
0.75%
760.86K
$95.85M
0.0%
Jul 31, 2026
Institutions report quarterly, up to 45 days after the quarter ends, so these positions can be months old. Change compares the share count with the holder's previous filing. Insider transactions are on the overview page (INSD).