NisourceNI

13F holders, Q2 2024 (June 30)
637holders +4
57new positions
52sold out
5famous investors
$28.81avg. 13F price*

At the end of Q2 2024, 637 institutions reported holding Nisource Inc. (NI) in their 13F filings, up 4 from Q1 2024. 57 opened new positions and 52 sold out. The largest holders were Vanguard Group Inc. ($1.6B), BlackRock Inc. ($1.2B) and State Street Corp. ($617.8M). 5 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Israel Englander (0.2% of Millennium Management's portfolio) and Cliff Asness (0.1% of AQR Capital Management'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 → Q2 2024

InstitutionsTotal Value
New Positions57$64.3M
Exits52$117.9M

All 13F filers, Q1 2024 → Q2 2024: 40,392,034 shares bought and 26,500,916 shares sold, net +13,891,118 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 637 holders

Vanguard Group Inc. 0.03% Add +1.3% 55,641,731 $1.6B
BlackRock Inc. 0.03% Add +4.4% 42,898,162 $1.2B
State Street Corp. 0.03% Add +6.6% 21,443,806 $617.8M
Deutsche Bank AG 0.23% Reduce -5.0% 17,952,564 $517.2M
T. Rowe Price Investment Management, Inc. 0.25% Add +17.7% 13,750,869 $396.2M
FMR LLC 0.02% Reduce -8.3% 11,296,607 $325.5M
Geode Capital Management, LLC 0.03% Add +9.7% 10,568,963 $303.7M
Jennison Associates LLC 0.19% Add +17.4% 10,506,870 $302.7M
Cohen & Steers, Inc. 0.59% Reduce -2.6% 9,712,003 $279.8M
Invesco Ltd. 0.05% Add +38.2% 8,754,879 $252.2M
Zimmer Partners, LP 4.37% Reduce -10.6% 7,963,573 $229.4M
JPMorgan Chase & Co. 0.02% Add +391.1% 7,910,930 $227.9M
Wellington Management Group LLP 0.03% Add +78.0% 6,657,860 $191.8M
Franklin Resources Inc. 0.06% Reduce -0.6% 6,630,361 $191.0M
Pictet Asset Management Holding SA 0.22% Reduce -9.8% 6,584,365 $189.7M
T. Rowe Price Associates Inc. 0.02% Add +70.6% 6,404,978 $184.5M
Millennium Management 0.16% Add +0.7% 6,374,053 $183.6M
Newport Trust Company, LLC 0.45% Reduce -1.4% 6,224,708 $179.3M
ExodusPoint Capital Management, LP 1.88% Reduce -12.1% 5,963,136 $171.8M
Morgan Stanley 0.01% Reduce -35.4% 4,914,659 $141.6M
Thrivent Financial for Lutherans 0.29% Add +1.4% 4,908,547 $141.4M
Goldman Sachs Group Inc. 0.03% Add +67.6% 4,727,233 $136.2M
Royal Bank of Canada 0.03% Reduce -15.1% 4,579,634 $131.9M
Legal & General Group Plc 0.03% Reduce -4.7% 4,266,839 $122.9M
Bank of New York Mellon Corp 0.02% Reduce -2.8% 4,244,566 $122.3M
Thompson Siegel & Walmsley LLC 1.95% Reduce -4.6% 4,214,474 $121.4M
Duff & Phelps Investment Management Co. 1.48% Reduce -1.6% 4,032,503 $116.2M
Northern Trust Corp. 0.02% Add +5.3% 3,942,799 $113.6M
Norges Bank 0.02% Add +23.5% 3,920,782 $113.0M
Charles Schwab Investment Management Inc. 0.02% Add +8.8% 3,895,188 $112.2M
Reaves W H & Co. Inc. 3.32% Reduce -0.5% 3,404,927 $98.1M
Bank of Montreal 0.03% Add +68.1% 3,342,831 $96.4M
Maple-Brown Abbott Ltd 10.05% Reduce -3.9% 3,309,223 $95.3M
Soroban Capital Partners LP 1.39% Add +72.2% 3,278,649 $94.5M
Assenagon Asset Management S.A. 0.23% Reduce -6.2% 3,249,480 $93.6M
Bank of America Corp. 0.01% Add +7.0% 3,073,714 $88.6M
Verition Fund Management LLC 0.60% Add +11.0% 2,437,268 $70.2M
Brookfield Corp 0.43% Reduce -3.0% 2,365,744 $68.2M
Dimensional Fund Advisors LP 0.02% Add +7.3% 2,323,998 $67.0M
Epoch Investment Partners, Inc. 0.30% Reduce -4.5% 2,242,845 $64.6M
California Public Employees Retirement System 0.05% Reduce -16.1% 2,149,130 $61.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +31.6% 2,091,051 $60.2M
First Trust Advisors LP 0.06% Reduce -15.9% 2,071,823 $59.7M
Point72 Asset Management 0.19% Reduce -48.9% 2,012,590 $58.0M
Principal Financial Group Inc. 0.03% Add +0.5% 1,988,636 $57.3M
Nuveen Asset Management, LLC 0.02% Add +7.7% 1,823,708 $55.1M
Adage Capital Partners Gp, L.L.C. 0.10% Reduce -8.4% 1,905,062 $54.9M
TD Asset Management Inc 0.05% Add +8.4% 1,865,926 $53.8M
Ameriprise Financial Inc. 0.01% Reduce -13.5% 1,857,202 $53.5M
Victory Capital Management Inc. 0.05% Add +8.3% 1,677,357 $48.3M
Employees Retirement System of Texas 0.53% No change 1,671,000 $48.1M
HITE Hedge Asset Management LLC 4.59% Reduce -1.8% 1,617,919 $46.6M
Citadel Advisors 0.05% Reduce -23.2% 1,617,614 $46.6M
AQR Capital Management 0.07% Add +118.4% 1,616,189 $46.4M
Hudson Bay Capital Management LP 0.40% Add +11.5% 1,593,623 $45.9M
Amundi 0.02% Reduce -11.8% 1,556,550 $44.6M
Manufacturers Life Insurance Company, The 0.04% Reduce -2.8% 1,470,647 $42.4M
CBRE Investment Management Listed Real Assets LLC 0.76% Add +20.8% 1,431,566 $41.2M
TCW Group Inc. 0.36% Add +59.4% 1,391,983 $40.1M
Swiss National Bank 0.03% Reduce -1.1% 1,325,000 $38.2M
STRS Ohio 0.15% Add +4.9% 1,321,500 $38.1M
Vaughan David Investments LLC 0.94% Add +3.6% 1,289,405 $37.1M
Prudential Financial Inc. 0.05% Reduce -4.6% 1,203,991 $34.7M
Barclays PLC 0.01% Reduce -18.0% 1,079,023 $31.1M
Bahl & Gaynor LLC 0.17% Add +1.0% 1,051,435 $30.3M
UBS Group AG 0.01% Add +16.3% 1,048,883 $30.2M
Yaupon Capital Management LP 2.63% Reduce -8.6% 1,021,490 $29.4M
First Financial Bankshares Inc 0.67% Reduce -0.1% 1,020,308 $29.4M
Voya Investment Management LLC 0.03% Reduce -8.0% 1,018,423 $29.3M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -5.8% 996,897 $28.7M
Ensign Peak Advisors, Inc 0.05% Add +11.5% 929,292 $26.8M
Cramer Rosenthal McGlynn LLC 1.53% Reduce -6.7% 907,759 $26.2M
Rhumbline Advisers 0.02% Add +6.9% 903,951 $26.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.17% Add +8.5% 899,427 $25.9M
Wells Fargo & Company 0.01% Add +38.6% 886,782 $25.5M
Sei Investments Co. 0.03% Add +6.4% 847,968 $24.4M
Cwm, LLC 0.11% Add +5767.3% 827,880 $23.9M
Exchange Traded Concepts, LLC 0.58% Add +13.8% 789,532 $22.7M
Two Sigma Investments, LP 0.06% Add +69.8% 782,031 $22.5M
Schroder Investment Management Group 0.02% Add +51.4% 770,668 $22.2M
AMF Tjanstepension AB 0.16% New 765,557 $22.1M
Envestnet Asset Management Inc. 0.01% Add +5.1% 754,655 $21.7M
BNP Paribas Financial Markets 0.02% Add +66.9% 745,882 $21.5M
Macquarie Group Ltd. 0.02% Reduce -41.0% 696,582 $20.1M
Alliancebernstein L.P. 0.01% Add +4.7% 649,077 $18.7M
HSBC Holdings PLC 0.01% Reduce -56.9% 647,146 $18.6M
Truist Financial Corp. 0.03% Reduce -19.9% 633,996 $18.3M
Balyasny Asset Management L.P. 0.05% Reduce -64.5% 631,911 $18.2M
Glenmede Trust Co. NA 0.09% Reduce -13.2% 616,721 $17.8M
AE Wealth Management LLC 0.18% Add +5.7% 608,567 $17.5M
Russell Investments Group, Ltd. 0.03% Reduce -7.4% 600,185 $17.3M
California State Teachers Retirement System 0.02% Reduce -1.1% 591,956 $17.1M
Natixis Advisors, LLC 0.04% Add +0.7% 580,488 $16.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +11.7% 576,029 $16.6M
Covalis Capital LLP 2.26% Reduce -71.3% 575,534 $16.6M
FIL Ltd 0.02% New 554,890 $16.0M
Greenland Capital Management LP 3.41% Add +12.2% 549,629 $15.8M
Crestline Management, L.P. 1.22% Reduce -27.3% 541,378 $15.6M
Neuberger Berman Group LLC 0.01% Reduce -2.3% 537,744 $15.5M
National Bank of Canada 0.02% Add +9.2% 536,198 $15.4M
Allianz Asset Management GmbH 0.02% Add +1178.9% 530,329 $15.3M
Badgley Phelps Wealth Managers, LLC 0.36% Add +4.5% 511,939 $14.7M
Guggenheim Capital LLC 0.11% Add +4.4% 509,593 $14.7M
Leeward Investments, LLC - MA 0.66% Reduce -4.3% 497,443 $14.3M
CANADA LIFE ASSURANCE Co 0.03% Add +12.6% 494,080 $14.2M
Public Sector Pension Investment Board 0.09% Reduce -41.8% 475,906 $13.7M
Boston Partners 0.02% Add +14.6% 474,401 $13.7M
Rockefeller Capital Management L.P. 0.04% Add +3.5% 452,000 $13.0M
Beck Bode, LLC 2.54% Add +5.9% 438,513 $12.6M
Hennessy Advisors Inc. 0.46% Reduce -3.2% 424,081 $12.2M
Magellan Asset Management Ltd 0.11% Add +10.1% 417,200 $12.0M
Maryland State Retirement & Pension System 0.22% Add +8.0% 415,259 $12.0M
New York State Teachers Retirement System 0.03% Reduce -12.7% 410,848 $11.8M
Raymond James & Associates 0.01% Add +2.1% 409,652 $11.8M
Gabelli Funds LLC 0.09% No change 393,000 $11.3M
State Board of Administration of Florida Retirement System 0.02% Reduce -2.3% 385,475 $11.1M
Sit Investment Associates Inc. 0.25% Add +8.7% 383,220 $11.0M
Jane Street Group, LLC 0.01% Add +121.9% 376,729 $10.9M
Mackenzie Financial Corp. 0.02% Reduce -20.1% 370,743 $10.7M
Brookstone Capital Management 0.17% Reduce -4.1% 335,853 $10.3M
Citigroup Inc. 0.01% Add +87.7% 357,473 $10.3M
Old National Bancorp 0.23% Add +16.3% 335,191 $9.7M
Cantor Fitzgerald Investment Advisors L.P. 0.72% Reduce -3.2% 323,514 $9.3M
New York State Common Retirement Fund 0.01% Add +31.9% 320,584 $9.2M
Goelzer Investment Management, Inc. 0.52% Reduce -0.5% 320,448 $9.2M
SIR Capital Management, L.P. 0.91% Reduce -21.5% 317,611 $9.2M
Intech Investment Management LLC 0.11% Add +9.0% 315,075 $9.1M
Miller Howard Investments Inc. 0.30% Reduce -0.5% 315,015 $9.1M
Van Eck Associates Corp. 0.01% Add +15.1% 287,820 $8.3M
Two Sigma Advisers, LP 0.02% Add +1041.4% 264,800 $7.6M
Wedge Capital Management L L P 0.13% Add +55.2% 264,207 $7.6M
First Citizens Bank & Trust Co. 0.14% Add +5.1% 259,116 $7.5M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -42.6% 258,070 $7.4M
State of Wisconsin Investment Board 0.02% Reduce -10.2% 255,092 $7.3M
Nekton Capital Ltd. 3.28% Reduce -25.9% 251,111 $7.2M
Chevy Chase Trust Holdings, LLC 0.02% Add +6.9% 244,729 $7.1M
Stifel Financial Corp. 0.01% Reduce -0.0% 239,040 $6.9M
Natixis 0.04% Add +2906.5% 237,002 $6.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% No change 236,427 $6.8M
Envestnet Portfolio Solutions, Inc. 0.02% Add +4.0% 232,613 $6.7M
Voloridge Investment Management, LLC 0.02% New 229,771 $6.6M
Toronto Dominion Bank 0.01% Add +65.6% 227,598 $6.6M
Calamos Advisors LLC 0.05% Reduce -3.5% 224,512 $6.5M
Bradley Foster & Sargent Inc. 0.11% No change 211,400 $6.1M
Washington Trust Bank 0.60% Add +2.4% 211,269 $6.1M
Decade Renewable Partners LP 2.96% Reduce -33.1% 210,819 $6.1M
Bfsg, LLC 0.77% Reduce -1.9% 209,698 $6.0M
Lazard Asset Management LLC 0.01% Reduce -42.8% 207,325 $6.0M
Xponance LLC 0.06% Add +255.4% 206,484 $5.9M
Picton Mahoney Asset Management 0.25% Add +30.2% 206,177 $5.9M
American Century Companies Inc. 0.00% Reduce -45.4% 199,809 $5.8M
Royal London Asset Management Ltd. 0.01% Reduce -2.4% 199,491 $5.7M
Treasurer of the State of North Carolina 0.02% Add +5.7% 195,173 $5.6M
Sequoia Financial Advisors, LLC 0.07% Reduce -11.2% 193,288 $5.6M
IFM Investors Pty Ltd 0.06% Add +6.0% 191,742 $5.5M
Asset Management One Co., Ltd. 0.02% Add +22.1% 187,719 $5.4M
Public Employees Retirement System of Ohio 0.02% Add +8.0% 182,709 $5.3M
DekaBank Deutsche Girozentrale 0.01% Add +2.1% 181,003 $5.2M
First Manhattan Co. Llc. 0.02% Reduce -3.2% 179,974 $5.2M
LPL Financial LLC 0.00% Reduce -1.6% 173,025 $5.0M
Zacks Investment Management 0.06% Add +7.8% 170,363 $4.9M
State of New Jersey Common Pension Fund D 0.02% Reduce -0.1% 169,839 $4.9M
Bokf, NA 0.09% Reduce -6.7% 167,405 $4.8M
Comerica Bank 0.02% Add +42.4% 164,056 $4.7M
Meritage Portfolio Management 0.29% Reduce -2.3% 161,063 $4.6M
Commonwealth Equity Services, LLC 0.01% Reduce -0.5% 155,245 $4.5M
Bollard Group LLC 0.12% Add +0.8% 147,506 $4.3M
LBP Am SA 0.17% Reduce -26.2% 144,455 $4.2M
ProShare Advisors LLC 0.01% Add +7.1% 140,873 $4.1M
Aberdeen Group plc 0.01% Reduce -18.7% 138,846 $4.0M
Forsta Ap-Fonden 0.04% Reduce -26.4% 137,400 $4.0M
Resona Asset Management Co.,Ltd. 0.02% Reduce -6.2% 135,847 $3.9M
Amalgamated Bank 0.03% Add +17.9% 134,409 $3.9M
Avantax Advisory Services, Inc. 0.03% New 132,372 $3.8M
Korea Investment CORP 0.01% Reduce -78.0% 130,252 $3.8M
Lanark Financial, Inc. 0.34% Add +4.1% 128,736 $3.7M
Nomura Asset Management Co. Ltd. 0.01% Add +0.8% 127,275 $3.7M
Advisors Asset Management, Inc. 0.07% Reduce -1.0% 126,758 $3.7M
Kennedy Capital Management LLC 0.08% Add +15.2% 123,565 $3.6M
Nisa Investment Advisors, LLC 0.02% Reduce -0.8% 123,550 $3.6M
Arizona State Retirement System 0.02% Reduce -0.1% 122,934 $3.5M
State of Michigan Retirement System 0.02% Add +8.4% 122,769 $3.5M
MetLife Investment Management, LLC 0.02% Add +23.5% 119,576 $3.4M
Community Trust & Investment Co. 0.23% Reduce -4.4% 119,356 $3.4M
Swiss Life Asset Management Ltd 0.04% Add +63.4% 117,218 $3.4M
Mesirow Institutional Investment Management, Inc. 0.30% Reduce -1.4% 117,071 $3.4M
Corebridge Financial, Inc. 0.02% — 114,545 $3.3M
Morton Community Bank 0.91% Add +6.2% 112,220 $3.2M
Cibc World Market Inc. 0.01% Reduce -2.7% 111,063 $3.2M
Hanson & Doremus Investment Management 0.52% Add +23.1% 108,165 $3.1M
Susquehanna International Group, LLP 0.01% Add +6.4% 106,978 $3.1M
Creative Planning 0.00% Add +1.4% 105,119 $3.0M
Alps Advisors Inc. 0.02% Add +15.9% 105,087 $3.0M
DNB Asset Management AS 0.01% Add +2.2% 103,053 $3.0M
Sanctuary Advisors, LLC 0.02% — 106,097 $3.0M
Osaic Holdings, Inc. 0.01% Reduce -4.8% 102,184 $2.9M
Richard Bernstein Advisors LLC 0.06% No change 100,299 $2.9M
PNC Financial Services Group, Inc. 0.00% Add +18.0% 100,038 $2.9M
Pacer Advisors, Inc. 0.01% Add +256.2% 99,979 $2.9M
Retirement Systems of Alabama 0.01% Add +8.4% 98,892 $2.8M
Cerity Partners LLC 0.01% Reduce -9.2% 98,736 $2.8M
Banque Cantonale Vaudoise 0.11% Reduce -6.4% 97,877 $2.8M
Susquehanna Fundamental Investments, LLC 0.06% Reduce -13.2% 87,784 $2.5M
Mutual of America Capital Management LLC 0.03% Add +2.7% 87,720 $2.5M
Yousif Capital Management, LLC 0.03% Add +50.5% 87,091 $2.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +60.5% 85,709 $2.5M
Czech National Bank 0.03% Add +17.5% 85,428 $2.5M
Janus Henderson Group PLC 0.00% Add +10.2% 84,771 $2.4M
Daiwa Securities Group Inc. 0.01% Add +3.5% 84,349 $2.4M
Quantinno Capital Management LP 0.04% Add +14.3% 82,141 $2.4M
Corient Private Wealth LP 0.00% Reduce -1.7% 79,612 $2.3M
Oppenheimer & Co. Inc. 0.04% Reduce -3.7% 78,335 $2.3M
TD Private Client Wealth LLC 0.07% Add +16.4% 77,047 $2.2M
Utah Retirement Systems 0.03% Add +3.9% 74,204 $2.1M
U.S. Capital Wealth Advisors, LLC 0.08% Reduce -0.7% 72,776 $2.1M
BTG Pactual Asset Management US LLC 0.51% — 70,375 $2.0M
Federated Hermes, Inc. 0.00% Reduce -2.1% 70,347 $2.0M
Tredje AP-fonden 0.02% Reduce -1.5% 70,327 $2.0M
Nippon Life Global Investors Americas, Inc. 0.09% New 69,780 $2.0M
Jump Financial, LLC 0.04% Reduce -7.6% 69,650 $2.0M
Cetera Investment Advisers 0.00% Add +1.0% 69,397 $2.0M
Man Group plc 0.01% Add +440.1% 68,787 $2.0M
Paradigm Asset Management Co. LLC 0.54% New 67,200 $1.9M
Sigma Planning Corp 0.06% Add +1.7% 64,808 $1.9M
Tower Research Capital LLC (TRC) 0.03% Add +552.3% 62,872 $1.8M
Nissay Asset Management Corp. /Japan 0.01% Add +2.2% 62,682 $1.8M
B.O.S.S. Retirement Advisors, LLC 0.46% Add +3.6% 62,633 $1.8M
Aurora Investment Counsel 1.06% Add +0.7% 62,589 $1.8M
AXA S.A. 0.01% Add +380.3% 62,109 $1.8M
Ascent Group, LLC 0.14% Reduce -3.0% 60,398 $1.7M
New York Life Investment Management LLC 0.02% Add +0.9% 60,322 $1.7M
CIBC Asset Management Inc 0.01% Add +2.0% 60,205 $1.7M
HF Advisory Group, LLC 0.88% Reduce -2.5% 59,211 $1.7M
Cibc World Markets Corp. 0.01% Add +34.9% 57,743 $1.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +7.6% 57,500 $1.7M
SG Americas Securities, LLC 0.01% Reduce -83.5% 57,011 $1.6M
Credit Agricole S A 0.01% Add +120.0% 55,883 $1.6M
Panagora Asset Management Inc. 0.01% Reduce -62.1% 55,856 $1.6M
Thomasville National Bank 0.12% Add +0.7% 53,719 $1.5M
UniSuper Management Pty Ltd 0.01% Add +37.4% 53,522 $1.5M
State of Tennessee, Department of Treasury 0.01% Reduce -76.9% 53,144 $1.5M
1832 Asset Management L.P. 0.00% Add +1.3% 52,976 $1.5M
Savant Capital, LLC 0.02% Add +315.6% 52,772 $1.5M
Capital Analysts, LLC 0.07% Reduce -1.8% 52,504 $1.5M
M&T Bank Corp 0.01% Reduce -4.7% 52,450 $1.5M
Janney Montgomery Scott LLC 0.00% Add +8.5% 51,510 $1.5M
Fox Hill Wealth Management 0.88% Add +2.2% 49,986 $1.4M
State of Alaska, Department of Revenue 0.02% Add +8.8% 48,751 $1.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 48,703 $1.4M
Rafferty Asset Management, LLC 0.01% Add +2.2% 48,645 $1.4M
AMG National Trust Bank 0.04% New 48,642 $1.4M
Hennion & Walsh Asset Management, Inc. 0.07% Add +67.3% 48,080 $1.4M
Icon Advisers Inc. 0.31% No change 47,151 $1.4M
Bank of Nova Scotia 0.00% Reduce -79.2% 46,649 $1.3M
Captrust Financial Advisors 0.00% Add +34.3% 46,482 $1.3M
Public Employees Retirement Association of Colorado 0.01% No change 44,784 $1.3M
Rothschild Investment LLC 0.09% Reduce -1.7% 44,653 $1.3M
Great Lakes Advisors, LLC 0.01% Add +13.4% 44,310 $1.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +5.3% 44,186 $1.3M
Wesbanco Bank Inc. 0.05% Reduce -77.9% 44,051 $1.3M
Wexford Capital LP 0.31% Reduce -81.8% 41,982 $1.2M
Elo Mutual Pension Insurance Co 0.03% Reduce -0.2% 40,786 $1.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 40,713 $1.2M
KBC Group NV 0.00% No change 40,250 $1.2M
Buckingham Capital Management, Inc. 0.14% New 39,234 $1.1M
Ninepoint Partners LP 0.12% No change 38,901 $1.1M
Oregon Public Employees Retirement Fund 0.02% Add +8.8% 38,481 $1.1M
Mariner, LLC 0.00% Reduce -28.1% 38,272 $1.1M
LMCG Investments, LLC 0.06% Reduce -0.6% 37,511 $1.1M
DC Investments Management, LLC 0.89% No change 36,809 $1.1M
Robeco Institutional Asset Management B.V. 0.00% Reduce -79.0% 35,893 $1.0M
Cresset Asset Management, LLC 0.00% Add +33.7% 35,289 $1.0M
Cornercap Investment Counsel Inc. 0.16% Reduce -1.9% 34,955 $1.0M
Mizuho Securities USA LLC 0.02% New 34,567 $996K
Park Avenue Securities LLC 0.01% Reduce -0.7% 34,383 $991K
Versor Investments LP 0.18% No change 34,381 $991K
Oxford Financial Group, LTD. LLC 0.06% Add +0.8% 33,834 $975K
Kentucky Retirement Systems 0.03% Add +7.6% 33,783 $973K
US Bancorp \de 0.00% Add +4.2% 32,981 $950K
Pathstone Holdings, LLC 0.00% Add +11.6% 32,931 $949K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -2.8% 32,690 $942K
Illinois Municipal Retirement Fund 0.01% Reduce -40.8% 32,208 $928K
Baird Financial Group, Inc. 0.00% Add +11.8% 32,043 $923K
USS Investment Management Ltd 0.01% No change 31,467 $907K
Elevated Capital Advisors, LLC 0.25% New 31,109 $896K
River Wealth Advisors LLC 0.13% Reduce -14.8% 30,713 $885K
Vanguard Personalized Indexing Management, LLC 0.02% Add +20.6% 30,217 $870K
Bailard, Inc. 0.02% Reduce -1.1% 29,740 $857K
Sapient Capital LLC 0.02% Add +0.3% 29,682 $855K
Aviso Financial Inc. 0.05% — 29,350 $846K
Hartford Investment Management Co. 0.03% Add +7.5% 28,731 $828K
Mercer Global Advisors Inc. 0.00% Add +12.3% 28,649 $825K
Gulf International Bank (UK) Ltd 0.02% Reduce -35.2% 28,638 $825K
Jackson Creek Investment Advisors LLC 0.30% Reduce -12.8% 28,549 $822K
MBB Public Markets I LLC 0.02% New 28,500 $821K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -5.7% 28,473 $820K
Diversify Advisory Services, LLC 0.04% Add +7.3% 28,193 $815K
Wealth Enhancement Advisory Services, LLC 0.00% Add +16.2% 28,097 $809K
Trivium Point Advisory, LLC 0.12% Add +3.1% 27,875 $803K
HighTower Advisors, LLC 0.00% Add +1.2% 27,574 $796K
Allspring Global Investments Holdings, LLC 0.00% Add +5.6% 27,621 $796K
Cookson Peirce & Co. Inc. 0.04% Add +1.4% 27,478 $792K
Orion Porfolio Solutions, LLC 0.01% Reduce -41.1% 26,614 $767K
Orion Portfolio Solutions, LLC 0.01% Reduce -41.1% 26,614 $767K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -22.1% 26,304 $758K
Securian Asset Management, Inc. 0.02% Add +5.9% 25,777 $743K
1ST Source Bank 0.04% No change 25,597 $737K
First Trust Direct Indexing L.P. 0.05% Add +28.4% 25,570 $737K
Louisiana State Employees Retirement System 0.01% Add +5.4% 25,400 $732K
1834 Investment Advisors Co. 0.09% Reduce -1.1% 25,266 $728K
Prudent Man Advisors, LLC 0.26% Add +3.5% 25,167 $725K
Everhart Financial Group, Inc. 0.19% Add +37.2% 25,102 $723K
Profund Advisors LLC 0.03% Add +60.4% 24,754 $713K
My Legacy Advisors, LLC 0.22% Add +2.2% 24,306 $700K
Jones Financial Companies LLLP 0.00% Add +599.0% 24,248 $699K
Strengthening Families & Communities, LLC 0.20% Add +4.8% 23,925 $690K
Ingalls & Snyder LLC 0.03% No change 23,821 $686K
Meeder Advisory Services, Inc. 0.05% Add +30.0% 23,491 $677K
Huntington National Bank 0.01% Reduce -4.9% 23,151 $667K
B. Metzler seel. Sohn & Co. AG 0.01% Add +1.9% 23,025 $663K
Amica Mutual Insurance Co. 0.07% No change 22,772 $656K
Caprock Group, LLC 0.03% Add +76.2% 22,728 $655K
Blair William & Co. 0.00% Reduce -5.6% 22,646 $652K
Moody National Bank Trust Division 0.05% Add +1.1% 22,126 $637K
Wealthfront Advisers LLC 0.00% Add +32.7% 21,824 $629K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -63.5% 21,638 $628K
Private Advisor Group, LLC 0.00% Reduce -2.0% 21,661 $624K
Concourse Financial Group Securities, Inc. 0.04% Add +3.6% 21,588 $622K
Moors & Cabot, Inc. 0.03% Reduce -18.9% 21,483 $619K
Schnieders Capital Management LLC 0.12% Reduce -0.9% 21,265 $613K
Cohen Capital Management, Inc. 0.11% No change 21,200 $611K
Spirit of America Management Corp. 0.12% Add +10.5% 21,000 $605K
New Mexico Educational Retirement Board 0.02% No change 20,800 $599K
Stableford Capital II LLC 0.24% No change 19,499 $598K
Nordea Investment Management AB 0.00% No change 20,654 $593K
Supplemental Annuity Collective Trust of NJ 0.18% No change 20,000 $576K
MML Investors Services, LLC 0.00% Reduce -30.4% 20,005 $576K
Pathway Financial Advisers, LLC 0.21% Add +4.1% 19,989 $575K
Los Angeles Capital Management LLC 0.00% Add +1.1% 19,897 $573K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.3% 19,577 $564K
Vestcor Inc 0.02% Reduce -58.8% 19,456 $561K
Crumly & Associates Inc. 0.16% Add +3.9% 19,314 $556K
Rakuten Investment Management, Inc. 0.00% Add +67.2% 19,077 $553K
Ti-Trust, Inc. 0.42% No change 18,950 $546K
Praxis Investment Management Inc. 0.04% No change 19,060 $531K
Venturi Wealth Management, LLC 0.03% Reduce -12.4% 18,113 $522K
Bleakley Financial Group, LLC 0.01% Reduce -5.7% 18,023 $519K
Simplicity Wealth,LLC 0.01% Reduce -5.5% 18,023 $519K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.2% 18,023 $519K
Level Four Advisory Services, LLC 0.02% Reduce -4.4% 17,932 $517K
Centennial Wealth Advisory LLC 0.22% Add +8.4% 17,823 $513K
Transcend Capital Advisors, LLC 0.04% Add +39.7% 17,683 $509K
Kimelman & Baird, LLC 0.04% — 17,500 $504K
Csenge Advisory Group 0.03% Reduce -4.1% 16,791 $484K
O'shaughnessy Asset Management, LLC 0.01% Add +44.5% 16,744 $482K
Occudo Quantitative Strategies LP 0.09% New 16,717 $482K
Machina Capital S.A.S. 0.21% New 16,471 $475K
Horizon Bancorp Inc. 0.22% No change 16,197 $467K
Alan B Lancz & Associates, Inc. 0.46% — 16,115 $464K
Norinchukin Bank, The 0.01% Add +9.6% 16,007 $461K
Ostrum Asset Management 0.04% Reduce -7.2% 15,923 $459K
Holistic Financial Partners 0.22% Reduce -0.8% 15,292 $441K
Regions Financial Corp. 0.00% Add +2.3% 15,195 $438K
QRG Capital Management, Inc. 0.01% Add +52.3% 15,025 $433K
William Blair Investment Management, LLC 0.00% No change 14,900 $429K
Tyler-Stone Wealth Management 0.17% Reduce -2.6% 14,711 $424K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Add +6.0% 14,460 $417K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +8.8% 14,268 $411K
Gladstone Institutional Advisory LLC 0.02% No change 14,148 $408K
Johnson Investment Counsel Inc. 0.00% Add +0.0% 14,129 $407K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 14,111 $407K
Metis Global Partners, LLC 0.01% Add +3.5% 14,108 $406K
Prelude Capital Management, LLC 0.03% Reduce -37.0% 13,829 $398K
International Private Wealth Advisors LLC 0.67% Add +7.1% 13,785 $397K
United Services Automobile Association 0.01% Reduce -8.2% 13,635 $393K
Frontier Capital Management Co. LLC 0.00% New 13,534 $390K
Empirical Finance, LLC 0.02% Reduce -5.5% 13,498 $389K
Integrated Wealth Concepts LLC 0.01% Add +9.3% 13,464 $388K
MAI Capital Management 0.00% Add +0.6% 13,425 $387K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Add +6.7% 13,388 $386K
NewEdge Advisors, LLC 0.00% Add +229.1% 13,371 $385K
NEOS Investment Management LLC 0.02% Add +43.3% 13,180 $380K
Beacon Pointe Advisors, LLC 0.00% Reduce -2.8% 12,865 $371K
Virtus Investment Advisers, LLC 0.33% Reduce -20.1% 12,694 $366K
Keybank National Association 0.00% Add +23.4% 12,643 $364K
Advisory Services Network, LLC 0.01% Reduce -5.2% 12,394 $357K
Squarepoint Ops LLC 0.00% Reduce -83.9% 12,149 $350K
Prossimo Advisors, LLC 0.31% Add +5.2% 12,050 $347K
Vontobel Holding Ltd. 0.00% Add +18.5% 12,005 $346K
GAMMA Investing LLC 0.05% Add +54.5% 11,641 $335K
Seven Eight Capital, LP 0.03% New 11,604 $334K
Horizon Investment Services, LLC 0.16% Reduce -0.5% 11,598 $334K
CHICAGO TRUST Co NA 0.07% Add +7.2% 11,409 $329K
Waverly Advisors, LLC 0.01% Add +6.4% 11,363 $327K
Valeo Financial Advisors, LLC 0.01% Reduce -3.1% 11,321 $326K
SageView Advisory Group, LLC 0.02% New 11,236 $324K
OneDigital Investment Advisors LLC 0.00% Add +41.8% 11,046 $318K
Vantage Consulting Group Inc 0.24% Reduce -5.9% 11,035 $318K
HighPoint Advisor Group LLC 0.02% Add +18.7% 9,962 $313K
Keene & Associates, Inc. 0.25% Add +2.0% 10,740 $309K
Walleye Capital LLC 0.00% Reduce -40.6% 10,703 $308K
Engineers Gate Manager LP 0.01% Reduce -83.8% 10,434 $301K
Verdence Capital Advisors LLC 0.03% Add +1.6% 10,214 $294K
Fifth Third Bancorp 0.00% Add +2.0% 10,048 $289K
Coldstream Capital Management Inc. 0.01% Reduce -3.0% 10,043 $289K
Commerce Bank 0.00% Add +10.0% 10,012 $288K
Investment Management Corp of Ontario 0.01% New 10,003 $288K
NJ State Employees Deferred Compensation Plan 0.04% No change 10,000 $288K
Oppenheimer Asset Management Inc. 0.00% New 9,932 $286K
White Knight Strategic Wealth Advisors, LLC 0.28% Reduce -0.8% 9,870 $284K
IHT Wealth Management, LLC 0.01% New 9,850 $284K
Vestmark Advisory Solutions, Inc. 0.01% Add +33.0% 9,693 $279K
Bridgefront Capital, LLC 0.12% New 9,673 $279K
Tidal Investments LLC 0.00% Reduce -1.7% 9,564 $276K
HBK Sorce Advisory LLC 0.01% Add +0.1% 9,558 $275K
Nomura Holdings Inc. 0.00% New 9,514 $274K
Brown Brothers Harriman & Co. 0.00% Add +4581.6% 9,410 $271K
Calydon Capital 0.05% Add +2.0% 9,264 $267K
McKinley Carter Wealth Services, Inc. 0.02% No change 9,258 $267K
Gotham Asset Management 0.00% New 9,072 $261K
Total Clarity Wealth Management, Inc. 0.09% New 9,050 $261K
Kestra Advisory Services, LLC 0.00% Add +20.0% 9,048 $261K
Atria Investments, Inc 0.00% New 8,979 $259K
UMB Bank, n.a. 0.00% Add +0.9% 8,897 $256K
International Assets Investment Management, LLC 0.02% Reduce -29.7% 8,842 $255K
Spreng Capital Management, Inc. 0.13% Reduce -16.2% 8,800 $254K
Teacher Retirement System of Texas 0.00% Reduce -23.5% 8,699 $251K
Realta Investment Advisors 0.05% Reduce -5.5% 8,569 $247K
Raymond James Trust N.A. 0.01% Reduce -6.8% 8,551 $246K
Regent Peak Wealth Advisors LLC 0.06% Add +0.5% 8,527 $246K
Morningstar Investment Management LLC 0.02% No change 8,206 $236K
Personal Cfo Solutions, LLC 0.04% Add +2.5% 8,157 $235K
Atria Wealth Solutions, Inc. 0.00% New 8,152 $235K
Bedel Financial Consulting, Inc. 0.03% No change 8,151 $235K
Capital Investment Advisors, LLC 0.01% New 8,127 $234K
Hutchens & Kramer Investment Management Group, LLC 0.13% No change 8,062 $231K
Cedrus LLC 0.12% Reduce -3.0% 8,027 $231K
Lumbard & Kellner, LLC 0.11% No change 8,000 $230K
Capstone Investment Advisors, LLC 0.01% Reduce -34.2% 7,989 $230K
Ballentine Partners, LLC 0.00% Add +3.5% 7,908 $228K
Horizon Investments, LLC 0.01% Add +21.8% 7,962 $227K
Worldquant Millennium Advisors LLC 0.00% Reduce -41.8% 7,872 $227K
Meiji Yasuda Asset Management Co Ltd. 0.01% No change 7,850 $226K
3Chopt Investment Partners, LLC 0.07% New 7,839 $226K
V-Square Quantitative Management LLC 0.04% Add +9.6% 7,678 $221K
PDS Planning, Inc 0.02% Add +0.3% 7,488 $216K
Acadian Asset Management LLC 0.00% New 7,417 $213K
Modern Wealth Management, LLC 0.02% New 7,344 $212K
Invst, LLC 0.02% Add +1.0% 7,365 $211K
Intrua Financial, LLC 0.03% Reduce -9.1% 7,207 $208K
Laird Norton Wetherby Wealth Management, LLC 0.01% New 7,167 $206K
United Capital Financial Advisors, LLC 0.00% New 7,129 $205K
Choreo, LLC 0.00% New 7,120 $204K
Westover Capital Advisors, LLC 0.05% No change 7,040 $203K
Shepherd Financial Partners LLC 0.03% New 7,011 $202K
Virtus Advisers, LLC 0.10% Reduce -1.1% 6,755 $195K
Wetzel Investment Advisors, Inc. 0.11% No change 6,948 $192K
Alaska Permanent Fund Corp 0.00% Reduce -32.5% 5,780 $181K
CI Investments Inc. 0.00% Add +1.6% 5,978 $172K
Evolution Advisers, Inc. 0.10% No change 5,932 $170K
Continuum Advisory, LLC 0.02% No change 5,844 $168K
Signaturefd, LLC 0.00% Reduce -1.9% 5,742 $165K
Richardson Financial Services Inc. 0.12% Reduce -6.8% 5,638 $162K
Washington Trust Advisors, Inc. 0.01% Add +1.7% 5,545 $160K
Bessemer Group Inc. 0.00% Add +1.6% 5,387 $155K
Northwest & Ethical Investments L.P. 0.00% Add +28.9% 5,348 $154K
Indiana Trust & Investment Management Co 0.06% Add +6.1% 5,237 $151K
CIBC Private Wealth Group LLC 0.00% Reduce -46.0% 5,216 $149K
Spotlight Asset Group, Inc. 0.10% No change 5,000 $144K
Avalon Trust Co 0.01% No change 5,000 $144K
Allworth Financial LP 0.00% Add +25.4% 4,540 $138K
Ameritas Investment Partners, Inc. 0.00% No change 4,769 $137K
Danske Bank A/S 0.00% No change 4,678 $135K
Hartford Financial Management Inc. 0.03% No change 4,100 $118K
Mather Group, Llc. 0.00% Add +27.9% 4,227 $117K
Frazier Financial Advisors, LLC 0.09% Reduce -0.0% 3,980 $115K
Sound Income Strategies, LLC 0.01% Reduce -11.7% 3,969 $114K
IFP Advisors, Inc 0.00% Reduce -38.7% 3,918 $113K
HM Payson & Co. 0.00% Reduce -10.3% 3,913 $113K
Centaurus Financial, Inc. 0.01% Reduce -4.9% 3,900 $112K
Gradient Investments LLC 0.00% New 3,799 $109K
Jefferies Financial Group Inc. 0.00% New 3,750 $108K
Steward Partners Investment Advisory, LLC 0.00% Add +7.2% 3,374 $97K
Blue Trust, Inc. 0.00% Add +18.6% 3,493 $97K
Federation des caisses Desjardins du Quebec 0.00% Add +14.1% 3,293 $95K
Gen-Wealth Partners Inc 0.04% Reduce -53.2% 3,218 $93K
Farther Finance Advisors, LLC 0.00% Add +30.3% 3,073 $88K
Covestor Ltd 0.06% Add +326.2% 3,005 $87K
Harbour Investments, Inc. 0.00% Add +0.2% 3,018 $87K
Mendota Financial Group, LLC 0.04% No change 2,900 $84K
Creekmur Asset Management LLC 0.02% Reduce -1.1% 2,843 $82K
Chris Bulman Inc 0.06% — 2,808 $81K
Parallel Advisors, LLC 0.00% Add +87.8% 2,791 $80K
Global Retirement Partners, LLC 0.00% Add +19.8% 2,389 $69K
Principal Securities, Inc. 0.00% Add +4.9% 2,334 $67K
Lindbrook Capital, LLC 0.01% Add +14.6% 2,203 $63K
Monetary Management Group Inc. 0.01% No change 1,955 $56K
Tobam 0.01% Reduce -30.2% 1,957 $56K
Quadrant Capital Group LLC 0.00% Reduce -6.1% 1,878 $54K
Loomis Sayles & Co. L P 0.00% Add +2.1% 1,684 $49K
Sentry Investment Management LLC 0.02% Reduce -17.0% 1,668 $48K
Great Lakes Retirement, Inc. 0.01% New 1,665 $48K
Strategic Investment Solutions, Inc. 0.02% — 1,500 $47K
Archer Investment Corp 0.01% No change 1,537 $44K
Costello Asset Management, INC 0.03% No change 1,500 $43K
Harbor Investment Advisory, LLC 0.00% No change 1,500 $43K
Family Firm, Inc. 0.01% New 1,478 $43K
MassMutual Private Wealth & Trust, FSB 0.00% Add +0.7% 1,389 $40K
Cromwell Holdings LLC 0.02% — 1,315 $38K
Rise Advisors, LLC 0.02% Add +0.9% 1,286 $37K
Camelot Portfolios, LLC 0.02% New 1,257 $36K
Plante Moran Financial Advisors, LLC 0.00% No change 1,224 $35K
Delta Asset Management LLC 0.00% No change 1,200 $35K
First Financial Corp. 0.02% No change 1,138 $33K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,135 $33K
Crewe Advisors LLC 0.00% No change 1,122 $32K
Armstrong Advisory Group, Inc. 0.00% Reduce -22.7% 1,102 $32K
Boyd Watterson Asset Management LLC 0.01% No change 1,076 $31K
West Paces Advisors Inc. 0.01% No change 1,072 $31K
Caldwell Sutter Capital, Inc. 0.01% No change 1,000 $29K
Global X Japan Co., Ltd. 0.00% Reduce -17.7% 943 $27K
Main Street Group, LTD 0.01% No change 900 $26K
Manchester Capital Management LLC 0.00% Add +2075.6% 892 $26K
CENTRAL TRUST Co 0.00% Add +72.8% 881 $25K
Logan Capital Management Inc. 0.00% No change 878 $25K
MCF Advisors LLC 0.00% New 862 $25K
Ashton Thomas Private Wealth, LLC 0.00% New 853 $25K
Assetmark, Inc. 0.00% Add +178.1% 826 $24K
Versant Capital Management, Inc 0.01% Add +1595.8% 814 $23K
Private Trust Co. NA 0.00% Reduce -9.8% 804 $23K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% Reduce -57.9% 800 $23K
First Community Trust NA 0.02% New 792 $23K
TD Waterhouse Canada Inc. 0.00% Reduce -89.7% 776 $22K
Colonial Trust Advisors 0.00% Reduce -0.8% 750 $22K
Transcendent Capital Group LLC 0.01% No change 735 $21K
AlphaMark Advisors, LLC 0.01% No change 700 $20K
Quent Capital, LLC 0.00% No change 693 $20K
Deseret Mutual Benefit Administrators 0.01% No change 651 $19K
Barrett & Company, Inc. 0.01% No change 650 $19K
Hantz Financial Services, Inc. 0.00% No change 620 $18K
SYSTM Wealth Solutions LLC 0.00% Reduce -65.0% 623 $18K
Caldwell Trust Co 0.00% Reduce -16.1% 594 $17K
FinTrust Capital Advisors, LLC 0.00% Reduce -23.0% 555 $16K
Parkside Financial Bank & Trust 0.00% No change 546 $16K
LRI Investments, LLC 0.00% No change 534 $15K
Perkins Coie Trust Co 0.00% No change 521 $15K
Riverview Trust Co 0.01% No change 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
GHP Investment Advisors, Inc. 0.00% New 450 $13K
First Personal Financial Services 0.00% No change 445 $13K
Park Place Capital Corp 0.00% No change 441 $13K
Bruce G. Allen Investments, LLC 0.01% Add +0.9% 434 $13K
Johnson Financial Group, Inc. 0.00% No change 424 $12K
West Branch Capital LLC 0.00% No change 400 $12K
Financial Avengers, Inc. 0.01% Add +0.8% 399 $12K
EverSource Wealth Advisors, LLC 0.00% Add +11.5% 349 $11K
Key Financial Inc 0.00% No change 378 $11K
Sandy Spring Bank 0.00% No change 371 $11K
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 $10K
Smartleaf Asset Management LLC 0.00% Add +97.5% 322 $9K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -94.5% 302 $9K
Pinnacle Bancorp, Inc. 0.00% No change 301 $9K
JFS Wealth Advisors, LLC 0.00% Reduce -1.0% 296 $9K
Bartlett & Co. Wealth Management LLC 0.00% No change 294 $8K
TruNorth Capital Management, LLC 0.00% New 293 $8K
Pingora Partners LLC 0.01% No change 280 $8K
Coston, McIsaac & Partners 0.00% No change 282 $8K
Fortis Group Advisors, LLC 0.00% No change 257 $7K
St Germain D J Co. Inc. 0.00% Reduce -83.5% 253 $7K
Farmers & Merchants Investments Inc. 0.00% No change 250 $7K
North Star Investment Management Corp. 0.00% No change 250 $7K
Avior Wealth Management, LLC 0.00% Reduce -59.9% 245 $7K
Hexagon Capital Partners LLC 0.00% Add +19.2% 242 $7K
Fortitude Family Office, LLC 0.00% No change 241 $7K
Creative Financial Designs Inc. 0.00% No change 226 $7K
EdgeRock Capital LLC 0.00% New 216 $6K
Zions Bancorporation, N.A. 0.00% Reduce -21.0% 215 $6K
Tsfg, LLC 0.00% No change 200 $6K
CoreCap Advisors, LLC 0.00% No change 208 $6K
Bell Investment Advisors, Inc 0.00% Add +9.9% 199 $6K
Sachetta, LLC 0.00% Add +46.7% 176 $6K
Valley National Advisers Inc. 0.00% Reduce -4.7% 205 $5K
Arax Advisory Partners 0.00% New 165 $5K
Redwood Wealth Management Group, LLC 0.00% New 150 $4K
Balefire, LLC 0.00% Add +11.2% 149 $4K
Smithfield Trust Co 0.00% No change 140 $4K
Gleason Group, Inc. 0.00% New 130 $4K
Valley Wealth Managers, Inc. 0.00% New 130 $4K
Financial Network Wealth Advisors LLC 0.00% New 116 $4K
Motco 0.00% New 120 $3K
Glen Eagle Advisors, LLC 0.00% Reduce -9.2% 118 $3K
Mb, Levis & Associates, LLC 0.00% Add +0.9% 112 $3K
MV Capital Management, Inc. 0.00% No change 110 $3K
Cornerstone Planning Group LLC 0.00% Add +1.0% 101 $3K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 101 $3K
Sugarloaf Wealth Management, LLC 0.00% No change 96 $3K
ICA Group Wealth Management, LLC 0.00% No change 93 $3K
Riggs Asset Managment Co. Inc. 0.00% No change 86 $2K
First Horizon Advisors, Inc. 0.00% Reduce -28.1% 82 $2K
Winch Advisory Services, LLC 0.00% Add +1.3% 79 $2K
Hollencrest Capital Management 0.00% No change 75 $2K
TCTC Holdings, LLC 0.00% No change 74 $2K
Carolinas Wealth Consulting LLC 0.00% Add +44.0% 72 $2K
Asset Dedication, LLC 0.00% New 72 $2K
Capital Advisors, Ltd. LLC 0.00% No change 82 $2K
Opal Wealth Advisors, LLC 0.00% New 63 $2K
Leonteq Securities AG 0.00% Reduce -3.1% 63 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +17.8% 53 $2K
Triad Wealth Partners, LLC 0.00% New 50 $1K
SOA Wealth Advisors, LLC. 0.00% No change 47 $1K
SJS Investment Consulting Inc. 0.00% Add +11.9% 47 $1K
Innealta Capital, LLC 0.00% New 47 $1K
Abich Financial Wealth Management LLC 0.00% New 43 $1K
Dunhill Financial, LLC 0.00% Add +25.0% 40 $1K
Prestige Wealth Management Group LLC 0.00% No change 37 $1K
Raffa Wealth Management, LLC 0.00% No change 35 $1K
Financial Management Professionals, Inc. 0.00% Reduce -56.3% 28 $1K
Larson Financial Group LLC 0.00% Add +6.3% 34 $980
AdvisorNet Financial, Inc 0.00% No change 29 $835
Ruedi Wealth Management, Inc. 0.00% Add +28.6% 27 $778
True Wealth Design, LLC 0.00% Add +17.6% 20 $577
TFC Financial Management, Inc. 0.00% No change 19 $553
ClariVest Asset Management LLC 0.00% No change 16 $464
Unique Wealth Strategies, LLC 0.00% New 15 $415
Raleigh Capital Management Inc. 0.00% No change 10 $288
Valued Wealth Advisors LLC 0.00% No change 9 $260
WestEnd Advisors, LLC 0.00% Add +16.7% 7 $202
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 5 $145
Rakuten Securities, Inc. 0.00% Reduce -86.4% 3 $86
Ancora Advisors LLC 0.00% No change 1 $29
Eagle Bay Advisors LLC 0.00% No change 1 $22
GW&K Investment Management, LLC 0.00% Add +183.3% 17 $0

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