NisourceNI

13F holders, Q1 2024 (March 31)
633holders
6famous investors
$27.66avg. 13F price*

At the end of Q1 2024, 633 institutions reported holding Nisource Inc. (NI) in their 13F filings. The largest holders were Vanguard Group Inc. ($1.5B), BlackRock Inc. ($1.1B) and State Street Corp. ($556.3M). 6 famous investors held it, including Steve Cohen (0.3% of Point72 Asset Management's portfolio), Israel Englander (0.2% of Millennium Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
Nisource Inc.
Sector
Utilities
CUSIP
65473P105
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 633Q1 2024Q2 2024: 637Q2 2024Q3 2024: 686Q3 2024Q4 2024: 735Q4 2024Q1 2025: 796Q1 2025Q2 2025: 774Q2 2025Q3 2025: 785Q3 2025Q4 2025: 837Q4 2025Q1 2026: 886Q1 2026Q2 2026: 916Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions77$534.3M
Exits48$149.7M

Ownership 633 holders

Vanguard Group Inc. 0.03% Add +1.8% 54,946,594 $1.5B
BlackRock Inc. 0.03% Add +4.3% 41,073,382 $1.1B
State Street Corp. 0.02% Reduce -8.3% 20,112,983 $556.3M
Deutsche Bank AG 0.24% Reduce -3.8% 18,891,942 $522.6M
FMR LLC 0.02% Reduce -5.1% 12,316,090 $340.7M
T. Rowe Price Investment Management, Inc. 0.20% New 11,684,654 $323.2M
Cohen & Steers, Inc. 0.58% Add +37.1% 9,969,649 $275.8M
Geode Capital Management, LLC 0.02% Add +3.2% 9,639,028 $265.9M
Jennison Associates LLC 0.17% Reduce -13.2% 8,953,256 $247.6M
Zimmer Partners, LP 5.36% Add +146.3% 8,907,743 $246.4M
Morgan Stanley 0.02% Add +4.3% 7,608,026 $210.4M
Pictet Asset Management Holding SA 0.22% Reduce -10.9% 7,300,933 $201.9M
ExodusPoint Capital Management, LP 2.32% Reduce -18.5% 6,785,329 $187.7M
Franklin Resources Inc. 0.06% Reduce -21.8% 6,669,620 $184.5M
Invesco Ltd. 0.04% Add +15.0% 6,335,968 $175.3M
Millennium Management 0.15% Reduce -18.3% 6,329,455 $175.1M
Newport Trust Company, LLC 0.47% Reduce -0.9% 6,313,990 $174.6M
Royal Bank of Canada 0.04% Add +15.9% 5,393,876 $149.2M
Thrivent Financial for Lutherans 0.27% Reduce -20.7% 4,840,850 $133.9M
Legal & General Group Plc 0.04% Add +2.2% 4,476,512 $123.8M
Thompson Siegel & Walmsley LLC 1.88% Add +1.8% 4,416,243 $122.2M
Bank of New York Mellon Corp 0.02% Reduce -3.5% 4,368,189 $120.8M
Duff & Phelps Investment Management Co. 1.36% Add +0.0% 4,095,886 $113.3M
Point72 Asset Management 0.32% Add +102.7% 3,937,400 $108.9M
T. Rowe Price Associates Inc. 0.01% Reduce -5.5% 3,754,122 $103.8M
Northern Trust Corp. 0.02% Reduce -3.8% 3,746,273 $103.6M
Wellington Management Group LLP 0.02% Add +23.0% 3,739,222 $103.4M
Charles Schwab Investment Management Inc. 0.02% Add +2.4% 3,579,163 $99.0M
Assenagon Asset Management S.A. 0.25% Add +330.9% 3,463,203 $95.8M
Maple-Brown Abbott Ltd 9.74% Add +23.5% 3,442,513 $95.2M
Reaves W H & Co. Inc. 3.46% Reduce -19.2% 3,420,349 $94.6M
Norges Bank 0.01% Add +20.2% 3,173,933 $87.8M
Bank of America Corp. 0.01% Add +34.1% 2,873,063 $79.5M
Goldman Sachs Group Inc. 0.02% Reduce -4.3% 2,820,193 $78.0M
California Public Employees Retirement System 0.05% Reduce -0.9% 2,560,210 $70.8M
First Trust Advisors LP 0.07% Add +667.4% 2,462,974 $68.1M
Brookfield Corp 0.40% Reduce -9.6% 2,438,760 $67.5M
Epoch Investment Partners, Inc. 0.29% Reduce -14.5% 2,348,589 $65.0M
Verition Fund Management LLC 0.66% Add +469.3% 2,196,572 $60.8M
Dimensional Fund Advisors LP 0.02% Reduce -0.7% 2,166,762 $59.9M
Ameriprise Financial Inc. 0.02% Add +131.5% 2,146,923 $59.3M
Citadel Advisors 0.06% Reduce -56.3% 2,105,978 $58.3M
Adage Capital Partners Gp, L.L.C. 0.11% Add +13.9% 2,080,462 $57.5M
Covalis Capital LLP 6.87% New 2,004,920 $55.5M
Bank of Montreal 0.02% Reduce -33.7% 1,988,854 $55.1M
Principal Financial Group Inc. 0.03% Reduce -2.7% 1,978,203 $54.7M
Soroban Capital Partners LP 0.80% Add +70.6% 1,904,081 $52.7M
Balyasny Asset Management L.P. 0.13% Reduce -68.2% 1,781,756 $49.3M
Nuveen Asset Management, LLC 0.01% Add +6.3% 1,693,207 $48.6M
Amundi 0.02% Reduce -8.9% 1,764,927 $48.4M
TD Asset Management Inc 0.04% Reduce -0.5% 1,721,729 $47.6M
Employees Retirement System of Texas 0.51% Add +28.6% 1,671,000 $46.2M
HITE Hedge Asset Management LLC 4.57% Reduce -57.9% 1,647,229 $45.6M
JPMorgan Chase & Co. 0.00% Add +43.6% 1,610,966 $44.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +0.9% 1,589,193 $44.0M
Victory Capital Management Inc. 0.04% Add +20.9% 1,548,704 $42.8M
Manufacturers Life Insurance Company, The 0.04% Reduce -1.4% 1,512,824 $41.8M
HSBC Holdings PLC 0.03% Reduce -9.9% 1,500,771 $41.5M
Hudson Bay Capital Management LP 0.40% Add +1.1% 1,429,339 $39.5M
Swiss National Bank 0.03% Add +3.7% 1,339,600 $37.1M
Barclays PLC 0.02% Reduce -27.7% 1,315,301 $36.4M
Prudential Financial Inc. 0.05% Reduce -55.5% 1,262,046 $34.9M
STRS Ohio 0.14% Reduce -0.9% 1,259,500 $34.8M
Vaughan David Investments LLC 0.86% New 1,244,350 $34.4M
CBRE Investment Management Listed Real Assets LLC 0.61% Add +16.3% 1,185,326 $32.8M
Macquarie Group Ltd. 0.04% Add +1.1% 1,179,987 $32.6M
Yaupon Capital Management LP 2.67% Add +40.2% 1,117,421 $30.9M
Voya Investment Management LLC 0.03% Add +2.5% 1,106,347 $30.6M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +6.2% 1,058,738 $29.3M
Bahl & Gaynor LLC 0.16% Add +26.2% 1,041,076 $28.8M
First Financial Bankshares Inc 0.64% Add +206.1% 1,021,494 $28.3M
Cramer Rosenthal McGlynn LLC 1.46% Add +0.2% 972,860 $26.9M
Schonfeld Strategic Advisors LLC 0.21% New 951,235 $26.3M
UBS Group AG 0.01% Add +19.2% 902,283 $25.0M
TCW Group Inc. 0.24% Add +10.2% 873,110 $24.2M
Rhumbline Advisers 0.02% Reduce -4.5% 845,632 $23.4M
Ensign Peak Advisors, Inc 0.04% Reduce -1.6% 833,557 $23.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.16% Add +6.6% 828,679 $22.9M
Public Sector Pension Investment Board 0.16% Reduce -1.4% 818,160 $22.6M
Sei Investments Co. 0.03% Add +26.0% 796,693 $22.0M
Truist Financial Corp. 0.03% Reduce -2.9% 791,078 $21.9M
Teilinger Capital Ltd. 9.32% Add +4.6% 785,400 $21.7M
Crestline Management, L.P. 1.95% Add +15.9% 744,270 $20.6M
AQR Capital Management 0.03% Add +99.2% 740,156 $20.4M
Envestnet Asset Management Inc. 0.01% Add +16.7% 718,189 $19.9M
Glenmede Trust Co. NA 0.10% Add +0.6% 710,715 $19.7M
Exchange Traded Concepts, LLC 0.50% Reduce -14.7% 693,676 $19.2M
Tortoise Index Solutions, LLC 3.85% Reduce -15.2% 691,842 $19.1M
Russell Investments Group, Ltd. 0.03% Add +47.8% 647,984 $17.9M
Wells Fargo & Company 0.00% Add +18.4% 639,748 $17.7M
Alliancebernstein L.P. 0.01% Reduce -6.0% 620,245 $17.2M
California State Teachers Retirement System 0.02% Add +3.5% 598,359 $16.6M
Korea Investment CORP 0.04% Add +27.3% 592,895 $16.4M
Natixis Advisors, LLC 0.04% Reduce -2.3% 576,456 $15.9M
AE Wealth Management LLC 0.18% Reduce -7.6% 575,958 $15.9M
Neuberger Berman Group LLC 0.01% Reduce -1.9% 550,634 $15.2M
D. E. Shaw & Co. 0.02% Add +10.8% 530,810 $14.7M
Leeward Investments, LLC - MA 0.64% Add +4.0% 519,973 $14.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +12.6% 515,724 $14.3M
National Bank of Canada 0.02% Add +69.3% 490,940 $14.1M
Schroder Investment Management Group 0.02% Reduce -4.1% 508,962 $14.1M
Badgley Phelps Wealth Managers, LLC 0.34% Add +33.7% 490,108 $13.6M
Greenland Capital Management LP 2.25% Reduce -4.6% 490,000 $13.6M
Guggenheim Capital LLC 0.10% Add +10.8% 488,166 $13.5M
New York State Teachers Retirement System 0.03% Add +0.1% 470,679 $13.0M
Mackenzie Financial Corp. 0.02% Reduce -14.2% 464,287 $12.8M
Two Sigma Investments, LP 0.03% Add +843.8% 460,415 $12.7M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -6.7% 449,863 $12.4M
BNP Paribas Financial Markets 0.02% Add +14.7% 446,839 $12.4M
CANADA LIFE ASSURANCE Co 0.02% Add +7.1% 438,845 $12.1M
Hennessy Advisors Inc. 0.51% Add +3.5% 438,281 $12.1M
Rockefeller Capital Management L.P. 0.04% Add +3.7% 436,938 $12.1M
Boston Partners 0.01% Reduce -9.4% 414,131 $11.5M
Beck Bode, LLC 2.34% Add +8.7% 414,048 $11.5M
SIR Capital Management, L.P. 1.13% New 404,500 $11.2M
Raymond James & Associates 0.01% Add +3.5% 401,338 $11.1M
State Board of Administration of Florida Retirement System 0.03% Add +2.3% 394,514 $11.0M
Gabelli Funds LLC 0.08% No change 393,000 $10.9M
Credit Suisse AG/ 0.01% Reduce -10.1% 387,957 $10.7M
Magellan Asset Management Ltd 0.10% Add +5.1% 378,956 $10.5M
Maryland State Retirement & Pension System 0.21% Add +1.5% 384,472 $10.3M
American Century Companies Inc. 0.01% Reduce -7.2% 366,047 $10.1M
Lazard Asset Management LLC 0.01% Reduce -7.4% 362,603 $10.0M
Sit Investment Associates Inc. 0.22% Reduce -1.9% 352,665 $9.8M
Brookstone Capital Management 0.17% New 350,185 $9.7M
SG Americas Securities, LLC 0.05% Add +188.3% 344,882 $9.5M
Nekton Capital Ltd. 2.19% New 339,040 $9.4M
Cantor Fitzgerald Investment Advisors L.P. 0.69% New 334,305 $9.2M
Goelzer Investment Management, Inc. 0.50% Add +0.8% 322,084 $8.9M
Trexquant Investment LP 0.18% New 321,919 $8.9M
Miller Howard Investments Inc. 0.29% Reduce -8.0% 316,634 $8.8M
Decade Renewable Partners LP 4.62% Reduce -32.1% 315,351 $8.7M
Intech Investment Management LLC 0.11% Add +191.2% 289,134 $8.0M
Old National Bancorp 0.19% Add +36.2% 288,218 $8.0M
Rbo & Co. LLC 1.33% Reduce -11.4% 287,954 $8.0M
State of Wisconsin Investment Board 0.02% Reduce -43.7% 283,944 $7.9M
Van Eck Associates Corp. 0.01% Add +18.9% 250,108 $6.9M
First Citizens Bank & Trust Co. 0.13% Add +32.6% 246,579 $6.8M
New York State Common Retirement Fund 0.01% Reduce -8.5% 242,966 $6.7M
Stifel Financial Corp. 0.01% Add +5.5% 239,135 $6.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Reduce -34.2% 236,427 $6.5M
Calamos Advisors LLC 0.05% Reduce -2.5% 232,707 $6.4M
Wexford Capital LP 1.31% Reduce -8.4% 231,061 $6.4M
State of Tennessee, Department of Treasury 0.02% Reduce -1.7% 230,224 $6.4M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -1.1% 228,894 $6.3M
Bank of Nova Scotia 0.01% Add +44.4% 224,564 $6.2M
Envestnet Portfolio Solutions, Inc. 0.02% Add +35.5% 223,703 $6.2M
Sequoia Financial Advisors, LLC 0.07% Reduce -2.7% 217,646 $6.0M
Bfsg, LLC 0.78% Reduce -0.3% 213,870 $5.9M
Bradley Foster & Sargent Inc. 0.11% No change 211,400 $5.8M
Washington Trust Bank 0.54% Reduce -1.9% 206,244 $5.7M
Royal London Asset Management Ltd. 0.01% Add +4.4% 204,389 $5.7M
Wesbanco Bank Inc. 0.21% Add +10.2% 199,559 $5.5M
LBP Am SA 0.22% Add +132.7% 195,843 $5.4M
Citigroup Inc. 0.01% Add +0.8% 190,425 $5.3M
Forsta Ap-Fonden 0.04% Reduce -37.4% 186,800 $5.2M
First Manhattan Co. Llc. 0.02% Reduce -1.8% 185,874 $5.1M
Treasurer of the State of North Carolina 0.02% Add +0.7% 184,667 $5.1M
BTG Pactual Global Asset Management Ltd 1.61% Reduce -28.6% 182,425 $5.0M
IFM Investors Pty Ltd 0.05% Add +1.0% 180,802 $5.0M
Bokf, NA 0.09% Add +104.7% 179,472 $4.9M
LPL Financial LLC 0.00% Reduce -24.2% 175,758 $4.9M
DekaBank Deutsche Girozentrale 0.01% Add +1.1% 177,300 $4.8M
Robeco Institutional Asset Management B.V. 0.01% Reduce -8.2% 170,772 $4.7M
Aberdeen Group plc 0.01% Reduce -20.1% 170,742 $4.7M
Wedge Capital Management L L P 0.08% New 170,236 $4.7M
State of New Jersey Common Pension Fund D 0.01% Reduce -3.6% 170,060 $4.7M
Jane Street Group, LLC 0.01% Reduce -17.7% 169,759 $4.7M
Public Employees Retirement System of Ohio 0.02% Reduce -8.4% 169,196 $4.7M
Meritage Portfolio Management 0.29% Add +34.1% 164,831 $4.6M
Capital Fund Management S.A. 0.05% Reduce -47.7% 162,387 $4.5M
Picton Mahoney Asset Management 0.18% Reduce -8.5% 158,391 $4.4M
Zacks Investment Management 0.05% New 158,079 $4.4M
Commonwealth Equity Services, LLC 0.01% Add +9.3% 156,000 $4.3M
Asset Management One Co., Ltd. 0.02% Reduce -25.4% 153,772 $4.3M
Dark Forest Capital Management LP 0.70% New 149,603 $4.1M
Panagora Asset Management Inc. 0.02% Reduce -0.2% 147,375 $4.1M
Bollard Group LLC 0.12% Add +1.0% 146,259 $4.0M
Resona Asset Management Co.,Ltd. 0.02% — 144,842 $4.0M
Toronto Dominion Bank 0.01% Reduce -42.0% 137,448 $3.8M
ProShare Advisors LLC 0.01% Add +1.8% 131,563 $3.6M
Magnetar Financial LLC 0.09% New 129,328 $3.6M
Advisors Asset Management, Inc. 0.07% Reduce -2.4% 128,014 $3.5M
Nomura Asset Management Co. Ltd. 0.01% Add +5.2% 126,265 $3.5M
Community Trust & Investment Co. 0.24% Add +17.3% 124,877 $3.5M
Nisa Investment Advisors, LLC 0.02% Reduce -12.8% 124,553 $3.4M
Lanark Financial, Inc. 0.32% Reduce -0.8% 123,679 $3.4M
Arizona State Retirement System 0.02% Add +8.3% 123,031 $3.4M
Mesirow Institutional Investment Management, Inc. 0.29% Add +0.1% 118,734 $3.3M
Comerica Bank 0.01% Add +57.6% 115,176 $3.2M
Cibc World Market Inc. 0.01% Add +14.8% 114,196 $3.2M
Amalgamated Bank 0.03% Reduce -13.3% 114,021 $3.2M
State of Michigan Retirement System 0.02% Add +0.1% 113,269 $3.1M
Cerity Partners LLC 0.01% Add +631.9% 108,705 $3.0M
American International Group, Inc. 0.01% Reduce -0.2% 108,117 $3.0M
Osaic Holdings, Inc. 0.01% Reduce -49.3% 107,379 $3.0M
Kennedy Capital Management LLC 0.06% Reduce -7.1% 107,307 $3.0M
Morton Community Bank 0.84% New 105,705 $2.9M
Banque Cantonale Vaudoise 0.11% Add +15.0% 104,616 $2.9M
Creative Planning 0.00% Add +145.5% 103,715 $2.9M
Aquatic Capital Management LLC 0.09% New 102,900 $2.8M
Susquehanna Fundamental Investments, LLC 0.13% New 101,157 $2.8M
DNB Asset Management AS 0.01% Add +25.6% 100,830 $2.8M
Susquehanna International Group, LLP 0.00% Reduce -41.3% 100,579 $2.8M
Richard Bernstein Advisors LLC 0.06% No change 100,299 $2.8M
MetLife Investment Management, LLC 0.02% Reduce -3.5% 96,793 $2.7M
Shell Asset Management Co. 0.12% Add +67.2% 88,460 $2.5M
Retirement Systems of Alabama 0.01% Add +0.2% 91,246 $2.5M
Alps Advisors Inc. 0.02% Add +17.8% 90,641 $2.5M
Hanson & Doremus Investment Management 0.42% Add +24.1% 87,899 $2.4M
Texas Permanent School Fund Corp. 0.02% Add +2.8% 85,457 $2.4M
Mutual of America Capital Management LLC 0.03% Reduce -1.3% 85,390 $2.4M
PNC Financial Services Group, Inc. 0.00% Add +48.6% 84,759 $2.3M
Teza Capital Management LLC 0.31% New 83,888 $2.3M
Daiwa Securities Group Inc. 0.01% Add +6.7% 81,457 $2.3M
Oppenheimer & Co. Inc. 0.04% Reduce -2.4% 81,331 $2.2M
Corient Private Wealth LP 0.00% Add +4.8% 80,984 $2.2M
Janus Henderson Group PLC 0.00% Reduce -5.0% 76,917 $2.1M
Squarepoint Ops LLC 0.01% Reduce -91.0% 75,430 $2.1M
Jump Financial, LLC 0.06% Add +585.1% 75,361 $2.1M
U.S. Capital Wealth Advisors, LLC 0.08% Add +0.5% 73,320 $2.0M
Czech National Bank 0.03% Add +0.5% 72,731 $2.0M
Empowered Funds, LLC 0.04% Reduce -4.9% 71,909 $2.0M
Federated Hermes, Inc. 0.00% Reduce -14.4% 71,847 $2.0M
Quantinno Capital Management LP 0.04% Add +248.5% 71,833 $2.0M
Swiss Life Asset Management Ltd 0.03% Reduce -59.0% 71,755 $2.0M
Tredje AP-fonden 0.02% New 71,426 $2.0M
Utah Retirement Systems 0.02% Reduce -0.1% 71,404 $2.0M
Cetera Investment Advisers 0.00% Add +424.4% 68,726 $1.9M
TD Private Client Wealth LLC 0.06% Reduce -2.6% 66,214 $1.8M
Engineers Gate Manager LP 0.05% Reduce -49.5% 64,344 $1.8M
Sigma Planning Corp 0.06% Add +235.2% 63,749 $1.8M
Ascent Group, LLC 0.15% Reduce -0.3% 62,270 $1.7M
Aurora Investment Counsel 0.99% Add +57.1% 62,139 $1.7M
Nissay Asset Management Corp. /Japan 0.01% Add +8.0% 61,308 $1.7M
HF Advisory Group, LLC 0.94% Add +3.5% 60,736 $1.7M
New York Life Investment Management LLC 0.02% Reduce -2.1% 59,782 $1.7M
CIBC Asset Management Inc 0.01% Add +3.5% 59,046 $1.6M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +11.6% 59,305 $1.6M
Xponance LLC 0.02% Add +8.2% 58,096 $1.6M
B.O.S.S. Retirement Advisors, LLC 0.61% Reduce -9.7% 60,442 $1.6M
Yousif Capital Management, LLC 0.02% Reduce -1.2% 57,852 $1.6M
M&T Bank Corp 0.01% Add +1.7% 55,018 $1.5M
Illinois Municipal Retirement Fund 0.02% No change 54,407 $1.5M
Capital Analysts, LLC 0.07% New 53,440 $1.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +12.8% 53,421 $1.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +12.3% 53,405 $1.5M
Thomasville National Bank 0.12% Add +7.1% 53,347 $1.5M
Mariner, LLC 0.00% Reduce -5.4% 53,258 $1.5M
1832 Asset Management L.P. 0.00% Reduce -97.1% 52,309 $1.4M
Convergence Investment Partners, LLC 0.52% Reduce -3.1% 49,329 $1.4M
Fox Hill Wealth Management 0.91% Add +2.7% 48,922 $1.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +35.6% 48,703 $1.3M
Rafferty Asset Management, LLC 0.00% Add +3.2% 47,579 $1.3M
Janney Montgomery Scott LLC 0.00% Add +16.6% 47,467 $1.3M
Vestcor Inc 0.04% Add +122.7% 47,218 $1.3M
Icon Advisers Inc. 0.29% No change 47,151 $1.3M
Rothschild Investment LLC 0.09% Reduce -0.4% 45,438 $1.3M
Orion Porfolio Solutions, LLC 0.01% Add +1.6% 45,166 $1.2M
Orion Portfolio Solutions, LLC 0.01% Add +1.6% 45,166 $1.2M
State of Alaska, Department of Revenue 0.01% Add +0.4% 44,821 $1.2M
Public Employees Retirement Association of Colorado 0.01% No change 44,784 $1.2M
Gulf International Bank (UK) Ltd 0.03% Add +29.3% 44,179 $1.2M
Cibc World Markets Corp. 0.01% Reduce -29.6% 42,815 $1.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +2.5% 41,966 $1.2M
Allianz Asset Management GmbH 0.00% Reduce -38.6% 41,468 $1.1M
Elo Mutual Pension Insurance Co 0.03% Add +13.3% 40,871 $1.1M
KBC Group NV 0.00% Add +61.1% 40,250 $1.1M
Great Lakes Advisors, LLC 0.01% Add +48.6% 39,084 $1.1M
Lloyd Advisory Services, LLC. 0.23% New 39,075 $1.1M
UniSuper Management Pty Ltd 0.01% Add +631.2% 38,946 $1.1M
Ninepoint Partners LP 0.14% No change 38,901 $1.1M
LMCG Investments, LLC 0.06% Reduce -28.8% 37,746 $1.0M
DC Investments Management, LLC 0.86% New 36,809 $1.0M
River Wealth Advisors LLC 0.14% Reduce -25.1% 36,071 $998K
Cornercap Investment Counsel Inc. 0.15% Add +0.2% 35,620 $985K
Oregon Public Employees Retirement Fund 0.02% Add +9.6% 35,371 $978K
Park Avenue Securities LLC 0.01% Add +4.5% 34,640 $958K
Captrust Financial Advisors 0.00% Reduce -61.2% 34,600 $957K
Versor Investments LP 0.19% No change 34,381 $951K
Raymond James Financial Services Advisors, Inc. 0.00% Add +30.0% 33,749 $934K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -5.0% 33,636 $930K
Oxford Financial Group, LTD. LLC 0.06% No change 33,563 $928K
APG Asset Management N.V. 0.00% No change 36,113 $925K
Quantbot Technologies LP 0.05% New 33,384 $923K
Jackson Creek Investment Advisors LLC 0.32% Reduce -3.5% 32,729 $905K
US Bancorp \de 0.00% Reduce -7.1% 31,649 $875K
USS Investment Management Ltd 0.01% Reduce -63.0% 31,467 $870K
Kentucky Retirement Systems 0.03% Reduce -5.0% 31,396 $868K
Credential Qtrade Securities Inc. 0.05% New 30,730 $850K
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +82.3% 30,190 $835K
Bailard, Inc. 0.02% Reduce -0.8% 30,073 $832K
Sapient Capital LLC 0.02% Reduce -0.0% 29,582 $818K
Pathstone Holdings, LLC 0.00% Add +11.9% 29,509 $816K
MML Investors Services, LLC 0.00% Add +13.0% 28,748 $795K
Hennion & Walsh Asset Management, Inc. 0.04% Reduce -10.6% 28,737 $795K
Baird Financial Group, Inc. 0.00% Reduce -0.0% 28,653 $793K
iA Global Asset Management Inc. 0.02% Add +7.5% 28,119 $778K
Pacer Advisors, Inc. 0.00% Add +2.7% 28,067 $776K
HighTower Advisors, LLC 0.00% Add +17.0% 27,250 $752K
Cookson Peirce & Co. Inc. 0.04% Add +3.9% 27,101 $750K
Trivium Point Advisory, LLC 0.16% Reduce -2.5% 27,035 $748K
Hartford Investment Management Co. 0.03% Reduce -4.8% 26,722 $739K
Moors & Cabot, Inc. 0.04% Add +24.9% 26,481 $732K
Cresset Asset Management, LLC 0.00% Add +5.8% 26,391 $730K
Allspring Global Investments Holdings, LLC 0.00% Add +11.5% 26,150 $723K
Diversify Advisory Services, LLC 0.04% — 26,264 $722K
1ST Source Bank 0.04% No change 25,597 $708K
1834 Investment Advisors Co. 0.08% Add +19.2% 25,537 $706K
Mercer Global Advisors Inc. 0.00% Reduce -3.0% 25,523 $706K
AlphaQuest LLC 0.12% New 25,180 $696K
Credit Agricole S A 0.01% Add +117.3% 25,401 $696K
Vanguard Personalized Indexing Management, LLC 0.01% Add +27.7% 25,056 $693K
Securian Asset Management, Inc. 0.02% Reduce -6.7% 24,344 $673K
Huntington National Bank 0.01% Add +9.8% 24,333 $673K
Prudent Man Advisors, LLC 0.25% New 24,322 $673K
Wealth Enhancement Advisory Services, LLC 0.00% Add +18.2% 24,176 $669K
Atom Investors LP 0.08% Add +5.8% 24,158 $668K
Louisiana State Employees Retirement System 0.01% Reduce -3.6% 24,100 $667K
Blair William & Co. 0.00% Reduce -1.8% 23,981 $663K
Ingalls & Snyder LLC 0.03% No change 23,821 $659K
My Legacy Advisors, LLC 0.22% Add +11.0% 23,781 $658K
Two Sigma Advisers, LP 0.00% New 23,200 $642K
Strengthening Families & Communities, LLC 0.37% Add +8.8% 22,836 $632K
Amica Mutual Insurance Co. 0.06% No change 22,772 $630K
B. Metzler seel. Sohn & Co. AG 0.01% No change 22,604 $625K
Private Advisor Group, LLC 0.00% Add +19.9% 22,099 $611K
Prelude Capital Management, LLC 0.04% Reduce -4.4% 21,953 $607K
Moody National Bank Trust Division 0.05% Reduce -0.5% 21,882 $605K
Schnieders Capital Management LLC 0.12% Reduce -0.4% 21,460 $594K
Cohen Capital Management, Inc. 0.10% No change 21,200 $586K
Concourse Financial Group Securities, Inc. 0.04% Add +0.9% 20,833 $576K
New Mexico Educational Retirement Board 0.02% Reduce -3.3% 20,800 $575K
Venturi Wealth Management, LLC 0.04% Reduce -8.8% 20,683 $572K
Nordea Investment Management AB 0.00% Add +22.7% 20,654 $568K
Supplemental Annuity Collective Trust of NJ 0.17% No change 20,000 $553K
First Trust Direct Indexing L.P. 0.04% Add +15.8% 19,914 $551K
Los Angeles Capital Management LLC 0.00% Reduce -0.8% 19,680 $544K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.4% 19,637 $544K
Stableford Capital II LLC 0.22% No change 19,499 $539K
Pathway Financial Advisers, LLC 0.19% Add +14.6% 19,195 $531K
Bleakley Financial Group, LLC 0.02% Add +1.8% 19,110 $529K
Simplicity Wealth,LLC 0.01% New 19,066 $527K
Praxis Investment Management Inc. 0.03% No change 19,060 $527K
Spirit of America Management Corp. 0.11% Add +11.8% 19,000 $526K
Ti-Trust, Inc. 0.39% No change 18,950 $524K
Fox Run Management, L.L.C. 0.11% New 18,834 $521K
FCG Investment Co 0.41% Add +12.2% 18,627 $515K
Northwestern Mutual Wealth Management Co. 0.00% Add +5.9% 18,617 $515K
Crumly & Associates Inc. 0.14% Add +3.1% 18,581 $514K
Everhart Financial Group, Inc. 0.15% Add +105.2% 18,291 $506K
Meeder Advisory Services, Inc. 0.05% Add +11.8% 18,066 $500K
Level Four Advisory Services, LLC 0.03% No change 18,766 $498K
Walleye Capital LLC 0.01% Reduce -4.5% 18,010 $498K
Centiva Capital, LP 0.03% Reduce -30.9% 17,931 $496K
Bayesian Capital Management, LP 0.05% New 17,600 $487K
Csenge Advisory Group 0.03% Add +0.7% 17,515 $484K
Ostrum Asset Management 0.04% No change 17,161 $475K
Metropolitan Life Insurance Co 0.02% Reduce -0.9% 16,673 $461K
Centennial Wealth Advisory LLC 0.21% Add +3.6% 16,447 $455K
Wealthfront Advisers LLC 0.00% Add +11.3% 16,443 $455K
Horizon Bancorp Inc. 0.21% Reduce -4.5% 16,197 $448K
Boothbay Fund Management, LLC 0.01% Add +26.9% 15,973 $442K
Virtus Investment Advisers, LLC 0.32% Reduce -9.7% 15,878 $439K
Profund Advisors LLC 0.02% Reduce -7.6% 15,430 $427K
Holistic Financial Partners 0.22% Add +0.1% 15,419 $426K
Tyler-Stone Wealth Management 0.19% Add +27.5% 15,111 $418K
William Blair Investment Management, LLC 0.00% New 14,900 $412K
Regions Financial Corp. 0.00% Add +1.1% 14,861 $411K
United Services Automobile Association 0.01% No change 14,847 $411K
Prudential PLC 0.00% Reduce -96.0% 14,650 $405K
Norinchukin Bank, The 0.01% Reduce -1.3% 14,605 $404K
Cognios Beta Neutral Large Cap Fund, LP 0.53% Reduce -3.5% 14,571 $403K
Empirical Finance, LLC 0.02% Add +3.5% 14,291 $395K
Gladstone Institutional Advisory LLC 0.02% Reduce -6.0% 14,148 $391K
Johnson Investment Counsel Inc. 0.00% Add +0.0% 14,123 $391K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +4.6% 14,111 $390K
Cwm, LLC 0.00% Add +8.2% 14,110 $390K
Walleye Trading LLC 0.01% Reduce -76.2% 13,765 $381K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Reduce -7.3% 13,643 $377K
Metis Global Partners, LLC 0.01% Add +1.9% 13,631 $377K
Worldquant Millennium Advisors LLC 0.00% New 13,520 $374K
MAI Capital Management 0.00% Add +9.9% 13,343 $369K
Beacon Pointe Advisors, LLC 0.00% Add +0.5% 13,235 $366K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.3% 13,118 $363K
Advisory Services Network, LLC 0.01% Add +4.4% 13,070 $362K
AXA S.A. 0.00% New 12,932 $358K
Caprock Group, LLC 0.02% Add +15.0% 12,899 $357K
International Private Wealth Advisors LLC 0.69% New 12,870 $356K
Man Group plc 0.00% New 12,737 $352K
Savant Capital, LLC 0.00% Add +7.5% 12,698 $351K
Transcend Capital Advisors, LLC 0.03% New 12,660 $350K
Oak Thistle LLC 0.31% Reduce -68.1% 12,619 $349K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Add +2.7% 12,548 $347K
International Assets Investment Management, LLC 0.04% Add +17.0% 12,578 $346K
MQS Management LLC 0.20% New 12,476 $345K
Integrated Wealth Concepts LLC 0.00% Reduce -8.6% 12,324 $341K
Capstone Investment Advisors, LLC 0.01% New 12,135 $336K
Axq Capital, LP 0.08% Add +55.1% 12,100 $335K
Maverick Capital 0.01% New 12,017 $332K
Degroof Petercam Asset Management 0.00% No change 12,000 $332K
Valeo Financial Advisors, LLC 0.01% Reduce -17.3% 11,681 $329K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -21.3% 11,897 $329K
Vantage Consulting Group Inc 0.21% Reduce -1.2% 11,728 $324K
Horizon Investment Services, LLC 0.16% Reduce -6.8% 11,655 $322K
O'shaughnessy Asset Management, LLC 0.00% New 11,591 $321K
Prossimo Advisors, LLC 0.61% Add +18.4% 11,450 $317K
Rakuten Investment Management, Inc. 0.00% Add +1016.4% 11,410 $316K
Teacher Retirement System of Texas 0.00% Reduce -40.1% 11,370 $314K
Waverly Advisors, LLC 0.01% New 10,676 $295K
CHICAGO TRUST Co NA 0.06% New 10,646 $294K
Keene & Associates, Inc. 0.22% Add +5.3% 10,530 $291K
Spreng Capital Management, Inc. 0.16% Reduce -3.9% 10,500 $290K
Coldstream Capital Management Inc. 0.01% Add +31.4% 10,349 $286K
Keybank National Association 0.00% Add +11.8% 10,242 $283K
Kestra Private Wealth Services, LLC 0.01% Reduce -7.1% 10,220 $283K
Vontobel Holding Ltd. 0.00% New 10,130 $280K
Verdence Capital Advisors LLC 0.03% New 10,056 $278K
NJ State Employees Deferred Compensation Plan 0.04% No change 10,000 $277K
White Knight Strategic Wealth Advisors, LLC 0.29% Add +8.4% 9,950 $275K
TD Waterhouse Canada Inc. 0.00% Add +17.4% 7,531 $274K
QRG Capital Management, Inc. 0.00% Reduce -19.4% 9,868 $273K
Fifth Third Bancorp 0.00% Add +7.2% 9,847 $272K
Tidal Investments LLC 0.00% Add +5.4% 9,728 $269K
Tower Research Capital LLC (TRC) 0.01% Reduce -74.1% 9,638 $267K
CIBC Private Wealth Group LLC 0.00% New 9,666 $266K
HBK Sorce Advisory LLC 0.01% New 9,546 $264K
McKinley Carter Wealth Services, Inc. 0.02% No change 9,258 $256K
NEOS Investment Management LLC 0.02% New 9,196 $254K
Raymond James Trust N.A. 0.01% Add +2.7% 9,174 $254K
Commerce Bank 0.00% Reduce -9.2% 9,100 $252K
Calydon Capital 0.05% Add +10.4% 9,083 $252K
Realta Investment Advisors 0.05% Add +7.5% 9,066 $251K
Qube Research & Technologies Ltd 0.00% Reduce -96.7% 8,826 $244K
UMB Bank, n.a. 0.00% Add +0.5% 8,816 $244K
HighPoint Advisor Group LLC 0.02% Reduce -0.7% 8,391 $242K
Alaska Permanent Fund Corp 0.00% Reduce -24.1% 8,560 $237K
Corton Capital Inc. 0.09% New 8,523 $236K
Regent Peak Wealth Advisors LLC 0.06% Reduce -0.2% 8,482 $235K
ING Groep NV 0.00% Reduce -85.2% 8,350 $231K
Cedrus LLC 0.13% Add +6.2% 8,274 $229K
Morningstar Investment Management LLC 0.02% No change 8,206 $227K
Bedel Financial Consulting, Inc. 0.04% No change 8,151 $225K
Hutchens & Kramer Investment Management Group, LLC 0.13% No change 8,062 $222K
Lumbard & Kellner, LLC 0.11% No change 8,000 $221K
Personal Cfo Solutions, LLC 0.03% Add +3.5% 7,962 $220K
Intrua Financial, LLC 0.03% New 7,924 $219K
Natixis 0.00% New 7,883 $218K
Meiji Yasuda Asset Management Co Ltd. 0.01% New 7,850 $217K
OneDigital Investment Advisors LLC 0.00% Reduce -0.4% 7,791 $216K
Ballentine Partners, LLC 0.00% New 7,640 $211K
Kestra Advisory Services, LLC 0.00% New 7,540 $209K
GAMMA Investing LLC 0.04% Add +10.2% 7,535 $208K
PDS Planning, Inc 0.02% Reduce -13.7% 7,463 $206K
Vestmark Advisory Solutions, Inc. 0.01% New 7,286 $202K
Diametric Capital, LP 0.11% New 7,271 $201K
Invst, LLC 0.02% New 7,292 $200K
Hilltop Partners LLC 0.07% New 7,153 $198K
Westover Capital Advisors, LLC 0.06% Reduce -17.5% 7,040 $195K
V-Square Quantitative Management LLC 0.03% No change 7,008 $194K
Wetzel Investment Advisors, Inc. 0.11% Add +16.8% 6,948 $190K
Gen-Wealth Partners Inc 0.09% — 6,877 $190K
Virtus Advisers, LLC 0.10% Reduce -8.8% 6,828 $189K
Horizon Investments, LLC 0.00% Add +4.0% 6,536 $179K
IFP Advisors, Inc 0.01% Reduce -25.6% 6,390 $177K
Continuum Advisory, LLC 0.03% Reduce -27.1% 5,844 $169K
Richardson Financial Services Inc. 0.12% Add +9.3% 6,048 $167K
Evolution Advisers, Inc. 0.10% No change 5,932 $165K
CI Investments Inc. 0.00% Add +23.2% 5,884 $163K
Signaturefd, LLC 0.00% Add +6.1% 5,855 $162K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -10.9% 5,513 $152K
Washington Trust Advisors, Inc. 0.01% No change 5,451 $151K
Bessemer Group Inc. 0.00% Add +0.2% 5,303 $147K
Spotlight Asset Group, Inc. 0.10% No change 5,000 $138K
Avalon Trust Co 0.01% No change 5,000 $138K
Indiana Trust & Investment Management Co 0.06% Add +31.4% 4,937 $137K
Ameritas Investment Partners, Inc. 0.00% No change 4,769 $132K
Danske Bank A/S 0.00% — 4,678 $129K
Sound Income Strategies, LLC 0.01% Add +11.1% 4,493 $124K
HM Payson & Co. 0.00% No change 4,363 $121K
Quarry LP 0.05% Add +128.3% 4,303 $119K
Northwest & Ethical Investments L.P. 0.00% New 4,148 $115K
Hartford Financial Management Inc. 0.02% No change 4,100 $113K
Centaurus Financial, Inc. 0.01% No change 4,100 $113K
NewEdge Advisors, LLC 0.00% Add +0.9% 4,063 $112K
Frazier Financial Advisors, LLC 0.09% Reduce -6.6% 3,981 $110K
State of Wyoming 0.02% Reduce -46.3% 3,750 $104K
Allworth Financial LP 0.00% Add +18.6% 3,622 $100K
Jones Financial Companies LLLP 0.00% Add +475.3% 3,469 $96K
Mather Group, Llc. 0.00% New 3,304 $88K
Steward Partners Investment Advisory, LLC 0.00% Add +77.4% 3,149 $87K
Harbour Investments, Inc. 0.00% Add +99.4% 3,011 $83K
Blue Trust, Inc. 0.00% Reduce -8.7% 2,946 $81K
Mendota Financial Group, LLC 0.05% Add +332.8% 2,900 $80K
Creekmur Asset Management LLC 0.03% Add +1.4% 2,876 $80K
Tobam 0.01% Add +22.2% 2,803 $78K
Federation des caisses Desjardins du Quebec 0.00% Add +11.2% 2,887 $77K
Farther Finance Advisors, LLC 0.00% Add +130.8% 2,359 $65K
Principal Securities, Inc. 0.00% Add +19.0% 2,225 $62K
Sentry Investment Management LLC 0.02% No change 2,010 $56K
Quadrant Capital Group LLC 0.00% Reduce -7.1% 2,000 $55K
Global Retirement Partners, LLC 0.00% Reduce -1.5% 1,995 $55K
Monetary Management Group Inc. 0.02% No change 1,955 $54K
Lindbrook Capital, LLC 0.01% Add +23.8% 1,922 $53K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% Add +375.0% 1,900 $53K
SYSTM Wealth Solutions LLC 0.01% Add +0.6% 1,780 $49K
Meeder Asset Management Inc. 0.00% Reduce -75.0% 1,769 $49K
Loomis Sayles & Co. L P 0.00% Reduce -17.7% 1,649 $46K
Global Assets Advisory, LLC 0.03% New 1,583 $44K
Archer Investment Corp 0.01% No change 1,537 $43K
St Germain D J Co. Inc. 0.00% No change 1,534 $42K
Costello Asset Management, INC 0.03% No change 1,500 $41K
Harbor Investment Advisory, LLC 0.00% No change 1,500 $41K
Parallel Advisors, LLC 0.00% Add +33.8% 1,486 $41K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -2.8% 1,379 $38K
Armstrong Advisory Group, Inc. 0.00% No change 1,425 $38K
Rise Advisors, LLC 0.02% Add +1.0% 1,275 $35K
Plante Moran Financial Advisors, LLC 0.00% No change 1,224 $34K
Delta Asset Management LLC 0.00% No change 1,200 $33K
Global X Japan Co., Ltd. 0.01% Reduce -5.8% 1,146 $32K
First Financial Corp. 0.02% New 1,138 $31K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,135 $31K
Crewe Advisors LLC 0.00% New 1,122 $31K
Boyd Watterson Asset Management LLC 0.01% No change 1,076 $30K
West Paces Advisors Inc. 0.01% No change 1,072 $30K
Caldwell Sutter Capital, Inc. 0.01% No change 1,000 $28K
Main Street Group, LTD 0.01% Add +28.6% 900 $25K
Private Trust Co. NA 0.00% Reduce -1.3% 891 $25K
Logan Capital Management Inc. 0.00% No change 878 $24K
Colonial Trust Advisors 0.00% No change 756 $21K
Transcendent Capital Group LLC 0.01% No change 735 $20K
Covestor Ltd 0.01% Add +34.5% 705 $20K
FinTrust Capital Advisors, LLC 0.00% Add +0.4% 721 $20K
Salomon & Ludwin, LLC 0.00% New 715 $20K
Caldwell Trust Co 0.00% No change 708 $20K
Quent Capital, LLC 0.00% Reduce -42.6% 693 $19K
AlphaMark Advisors, LLC 0.01% No change 700 $19K
Deseret Mutual Benefit Administrators 0.01% No change 651 $18K
Barrett & Company, Inc. 0.01% No change 650 $18K
Hantz Financial Services, Inc. 0.00% Reduce -5.3% 620 $17K
Avior Wealth Management, LLC 0.00% New 611 $17K
FRG Family Wealth Advisors LLC 0.00% New 600 $17K
Parkside Financial Bank & Trust 0.00% Add +41.8% 546 $15K
LRI Investments, LLC 0.00% — 534 $15K
Perkins Coie Trust Co 0.00% No change 521 $14K
CENTRAL TRUST Co 0.00% No change 510 $14K
Riverview Trust Co 0.01% New 500 $14K
Bank of New Hampshire 0.00% No change 500 $14K
Foster Dykema Cabot & Partners, LLC 0.00% No change 500 $14K
Salem Investment Counselors Inc. 0.00% No change 500 $14K
First Personal Financial Services 0.00% No change 445 $12K
Park Place Capital Corp 0.00% No change 441 $12K
Bruce G. Allen Investments, LLC 0.01% No change 430 $12K
Johnson Financial Group, Inc. 0.00% Reduce -5.8% 424 $12K
West Branch Capital LLC 0.00% No change 400 $11K
Financial Avengers, Inc. 0.01% Add +1.0% 396 $11K
Key Financial Inc 0.00% No change 378 $10K
Sandy Spring Bank 0.00% Add +26.6% 371 $10K
National Pension Service 0.00% No change 362 $10K
Beacon Capital Management, LLC 0.00% No change 359 $10K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 355 $10K
Webster Bank, N. A. 0.00% No change 330 $9K
EverSource Wealth Advisors, LLC 0.00% Reduce -16.8% 313 $9K
Pinnacle Bancorp, Inc. 0.00% No change 301 $8K
JFS Wealth Advisors, LLC 0.00% Reduce -9.4% 299 $8K
Assetmark, Inc. 0.00% Reduce -54.9% 297 $8K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -31.5% 294 $8K
Pingora Partners LLC 0.01% New 280 $8K
Zions Bancorporation, N.A. 0.00% No change 272 $8K
Fortis Group Advisors, LLC 0.00% Reduce -49.9% 257 $7K
Coston, McIsaac & Partners 0.00% No change 282 $7K
North Star Investment Management Corp. 0.00% No change 250 $7K
Farmers & Merchants Investments Inc. 0.00% No change 250 $7K
Fortitude Family Office, LLC 0.00% Add +259.7% 241 $7K
Creative Financial Designs Inc. 0.00% No change 226 $6K
Tsfg, LLC 0.00% No change 200 $6K
Pacific Capital Wealth Advisors, Inc. 0.00% New 216 $6K
New Covenant Trust Company, N.A. 0.01% — 210 $6K
CoreCap Advisors, LLC 0.00% New 208 $6K
Hexagon Capital Partners LLC 0.00% Add +5.7% 203 $6K
Brown Brothers Harriman & Co. 0.00% No change 201 $6K
Bell Investment Advisors, Inc 0.00% Add +11.7% 181 $5K
FSA Wealth Management LLC 0.00% No change 181 $5K
Valley National Advisers Inc. 0.00% Reduce -10.4% 215 $5K
Smartleaf Asset Management LLC 0.00% Add +805.6% 163 $4K
Smithfield Trust Co 0.00% No change 140 $4K
Balefire, LLC 0.00% New 134 $4K
Caitlin John, LLC 0.00% No change 132 $4K
Glen Eagle Advisors, LLC 0.00% No change 130 $4K
Sachetta, LLC 0.00% No change 120 $3K
First Horizon Advisors, Inc. 0.00% Add +11.8% 114 $3K
Mb, Levis & Associates, LLC 0.00% Add +0.9% 111 $3K
MV Capital Management, Inc. 0.00% Add +4.8% 110 $3K
Harvest Fund Management Co., Ltd 0.00% Reduce -80.5% 103 $3K
Cornerstone Planning Group LLC 0.00% Add +26.6% 100 $3K
Sugarloaf Wealth Management, LLC 0.00% No change 96 $3K
HighMark Wealth Management LLC 0.00% New 93 $3K
ICA Group Wealth Management, LLC 0.00% No change 93 $3K
Riggs Asset Managment Co. Inc. 0.00% New 86 $2K
Winch Advisory Services, LLC 0.00% No change 78 $2K
Hollencrest Capital Management 0.00% No change 75 $2K
TCTC Holdings, LLC 0.00% No change 74 $2K
Psagot Value Holdings Ltd. / (Israel) 0.02% No change 70 $2K
Financial Management Professionals, Inc. 0.00% No change 64 $2K
Capital Advisors, Ltd. LLC 0.00% Add +34.4% 82 $2K
Leonteq Securities AG 0.00% No change 65 $2K
Retirement Group, LLC 0.00% No change 60 $2K
Laurel Wealth Advisors LLC 0.00% New 51 $1K
Carolinas Wealth Consulting LLC 0.00% New 50 $1K
Versant Capital Management, Inc 0.00% No change 48 $1K
SOA Wealth Advisors, LLC. 0.00% Add +2.2% 47 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 45 $1K
SJS Investment Consulting Inc. 0.00% No change 42 $1K
Manchester Capital Management LLC 0.00% Add +173.3% 41 $1K
Prestige Wealth Management Group LLC 0.00% No change 37 $1K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% New 32 $1K
Raffa Wealth Management, LLC 0.00% No change 35 $968
Dunhill Financial, LLC 0.00% Add +18.5% 32 $885
Larson Financial Group LLC 0.00% No change 32 $885
AdvisorNet Financial, Inc 0.00% Reduce -70.7% 29 $802
Rakuten Securities, Inc. 0.00% Add +340.0% 22 $609
Ruedi Wealth Management, Inc. 0.00% No change 21 $581
TFC Financial Management, Inc. 0.00% No change 19 $531
True Wealth Design, LLC 0.00% Add +70.0% 17 $471
ClariVest Asset Management LLC 0.00% New 16 $439
Abound Wealth Management 0.00% Add +6.7% 16 $432
Raleigh Capital Management Inc. 0.00% Reduce -93.9% 10 $277
Valued Wealth Advisors LLC 0.00% No change 9 $249
WestEnd Advisors, LLC 0.00% No change 6 $166
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 5 $139
Ancora Advisors LLC 0.00% No change 1 $28
Eagle Bay Advisors LLC 0.00% No change 1 $21
GW&K Investment Management, LLC 0.00% New 6 $0

"% of holder's portfolio" is NI's weight in each manager's 13F, not the share of Nisource Inc. the manager owns.