VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
1.54%
8.19M
$112.21M
+114.4%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
1.39%
7.37M
$101.00M
+45.5%
Jun 30, 2026
SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
1.27%
6.72M
$92.15M
−0.5%
Aug 31, 2026
Mnged PORT. Series-Tortoise Energy Infrastructure Total Return Fd.
1.23%
6.53M
$89.53M
0.0%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
1.11%
5.92M
$81.08M
+10.5%
Jun 30, 2026
TCW ETF Trust-TCW Transform Systems ETF
1.07%
5.71M
$78.24M
+34.1%
Jul 31, 2026
PIMCO Dynamic Income Strategy Fund
1.05%
5.58M
$76.51M
−40.1%
Jun 30, 2026
GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
1.02%
5.41M
$74.11M
+2.6%
Aug 31, 2026
Two Roads Shared Trust-Recurrent MLP & Energy Infrastructure Fund
0.80%
4.27M
$58.48M
+100.0%
Jul 31, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
0.56%
2.96M
$40.62M
+113.8%
Jun 30, 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).