| MPLX MPLX LP | 14.79% | 2,051,301 | $102.5M | Reduce -9.1% |
| ET Energy Transfer LP | 11.89% | 4,797,715 | $82.3M | Reduce -4.4% |
| PAA Plains All Amer Pipeline LP | 9.42% | 3,825,658 | $65.3M | Reduce -0.2% |
| WES Western Midstream Partners L | 8.32% | 1,467,506 | $57.7M | No change |
| EPD Enterprise Products Partners | 8.29% | 1,837,044 | $57.4M | Reduce -5.2% |
| HESM Hess Midstream LP Class A | 5.91% | 1,185,220 | $40.9M | Add +306.9% |
| WMB Williams Cos Inc. | 5.41% | 591,500 | $37.5M | No change |
| TRP TC Energy Corp. | 5.10% | 649,000 | $35.3M | No change |
| SUN Sunoco LP | 4.45% | 616,542 | $30.8M | No change |
| TRGP Targa Resources Corp. | 3.83% | 158,424 | $26.5M | No change |
| DTM DT Midstream Inc. | 3.77% | 230,999 | $26.1M | No change |
| KMI Kinder Morgan Inc. | 3.49% | 854,638 | $24.2M | Reduce -19.1% |
| LNG Cheniere Energy Inc. | 2.67% | 78,585 | $18.5M | No change |
| OKE Oneok Inc. | 2.19% | 207,693 | $15.2M | Reduce -17.8% |
| CQP Cheniere Energy Partners LP | 1.51% | 194,126 | $10.4M | No change |
| GLP Global Partners LP | 1.35% | 195,234 | $9.4M | No change |
| GEL Genesis Energy L.P. | 0.83% | 343,243 | $5.7M | No change |
| NGL NGL Energy Partners LP | 0.72% | 832,479 | $5.0M | No change |
| SPH Suburban Propane Partners LP | 0.58% | 214,864 | $4.0M | No change |
| GEV GE Vernova Inc. | 0.53% | 6,000 | $3.7M | No change |
| ENB Enbridge Inc. | 0.49% | 67,500 | $3.4M | No change |
| CEG Constellation Energy | 0.26% | 5,500 | $1.8M | No change |
| WLKP Westlake Chemical Partners L | 0.24% | 80,400 | $1.7M | No change |
| NEM Newmont Corp. | 0.21% | 17,000 | $1.4M | New |
| KNTK Kinetik Holdings Inc. | 0.17% | 27,502 | $1.2M | No change |
| GEHC GE Healthcare Technology | 0.14% | 12,601 | $946K | No change |
| SMC Summit Midstream Corp. | 0.13% | 45,000 | $924K | No change |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.13% | 10,300 | $924K | No change |
| CR Crane Co. | 0.13% | 4,900 | $902K | No change |
| GLD SPDR Gold Shares | 0.13% | 2,500 | $889K | No change |
| XOM Exxon Mobil Corp. | 0.13% | 7,861 | $886K | No change |
| VLTO Veralto Corp. | 0.12% | 7,800 | $832K | No change |
| AEM Agnico Eagle Mines Ltd. | 0.12% | 4,809 | $811K | Add +45.3% |
| PHIN Phinia Inc. | 0.11% | 13,200 | $759K | No change |
| CVX Chevron Corp. | 0.09% | 4,200 | $652K | No change |
| ESAB Esab Corp. | 0.09% | 5,777 | $646K | No change |
| ARMK Aramark | 0.09% | 16,800 | $645K | No change |
| FCX Freeport-McMoran Inc. | 0.09% | 15,068 | $591K | No change |
| PH Parker Hannifin Corp. | 0.08% | 730 | $553K | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.08% | 8,200 | $541K | No change |
| B Barrick Mining Corp. | 0.08% | 16,400 | $537K | No change |
| SHEL Shell PLC-ADR | 0.08% | 7,500 | $536K | No change |
| SCCO Southern Copper Corp. | 0.08% | 4,304 | $522K | Add +1.0% |
| KNF Knife River Corp. | 0.07% | 6,702 | $515K | No change |
| BHP BHP Group Ltd.-Spon ADR | 0.07% | 9,000 | $502K | No change |
| NATL NCR Atleos Corp. | 0.07% | 12,700 | $499K | No change |
| MLI Mueller Industries Inc. | 0.07% | 4,926 | $498K | No change |
| DKL Delek Logistics Partners LP | 0.07% | 10,559 | $481K | No change |
| NTR Nutrien Ltd. | 0.07% | 7,700 | $452K | No change |
| MPC Marathon Petroleum Corp. | 0.06% | 2,291 | $442K | No change |
| AMCR Amcor PLC | 0.06% | 52,925 | $433K | No change |
| COP Conocophillips | 0.06% | 4,492 | $425K | No change |
| ECG Everus Construction Group | 0.06% | 4,900 | $420K | No change |
| INGR Ingredion Inc. | 0.06% | 3,285 | $401K | No change |
| CXT Crane NXT Co. | 0.06% | 5,880 | $394K | No change |
| PKG Packaging Corp. of America | 0.06% | 1,800 | $392K | No change |
| MMM 3M Co. | 0.06% | 2,500 | $388K | No change |
| MBC Masterbrand Inc. | 0.06% | 29,328 | $386K | No change |
| STLD Steel Dynamics Inc. | 0.05% | 2,694 | $376K | No change |
| CARR Carrier Global Corp. | 0.05% | 6,030 | $360K | No change |
| CMC Commercial Metals Co. | 0.05% | 6,200 | $355K | New |
| TT Trane Technologies PLC | 0.05% | 800 | $338K | No change |
| MRP Millrose Properties | 0.04% | 9,000 | $302K | No change |
| K Kellanova | 0.04% | 3,600 | $295K | No change |
| RS Reliance Inc. | 0.04% | 1,000 | $281K | No change |
| ETN Eaton Corp. PLC | 0.04% | 749 | $280K | No change |
| PLD Prologis Inc. | 0.04% | 2,400 | $275K | No change |
| SU Suncor Energy Inc. | 0.04% | 6,400 | $268K | No change |
| LLYVK Liberty Media Corp.-Liberty-C | 0.04% | 2,743 | $266K | No change |
| NUE Nucor Corp. | 0.04% | 1,868 | $253K | No change |
| VLO Valero Energy Corp. | 0.03% | 1,360 | $232K | New |
| ICL Icl Group Ltd. | 0.03% | 36,500 | $227K | No change |
| PAAS Pan American Silver Corp. | 0.03% | 5,567 | $216K | New |
| CAT Caterpillar Inc. | 0.03% | 442 | $211K | Reduce -70.5% |
| RXO Rxo Inc. | 0.03% | 13,083 | $201K | No change |
| FIP Ftai Infrastructure Inc. | 0.02% | 33,000 | $144K | No change |
| GGB Gerdau SA -Spon ADR | 0.01% | 33,264 | $103K | No change |