NisourceNI

13F holders, Q4 2024 (December 31)
735holders +49
82new positions
58sold out
7famous investors
$36.75avg. 13F price*

At the end of Q4 2024, 735 institutions reported holding Nisource Inc. (NI) in their 13F filings, up 49 from Q3 2024. 82 opened new positions and 58 sold out. The largest holders were Vanguard Group Inc. ($2.1B), BlackRock, Inc. ($1.8B) and State Street Corp. ($841.1M). 7 famous investors held it, including Israel Englander (0.3% of Millennium Management's portfolio), Steve Cohen (0.1% of Point72 Asset 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions82$487.4M
Exits58$79.1M

All 13F filers, Q3 2024 → Q4 2024: 40,061,172 shares bought and 37,139,278 shares sold, net +2,921,894 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 735 holders

Vanguard Group Inc. 0.04% Add +4.4% 57,793,581 $2.1B
BlackRock, Inc. 0.04% Add +5.4% 50,056,468 $1.8B
State Street Corp. 0.03% Add +0.8% 22,881,617 $841.1M
T. Rowe Price Investment Management, Inc. 0.49% Add +10.1% 21,370,032 $785.6M
Deutsche Bank AG 0.24% Reduce -3.8% 16,829,452 $618.7M
JPMorgan Chase & Co. 0.04% Reduce -5.9% 14,018,551 $515.3M
Geode Capital Management, LLC 0.03% Add +6.5% 11,448,075 $419.8M
Jennison Associates LLC 0.24% Reduce -0.9% 10,720,179 $394.1M
FMR LLC 0.02% Reduce -14.9% 9,695,707 $356.4M
Millennium Management 0.30% Add +185.0% 9,244,744 $339.8M
Invesco Ltd. 0.06% Add +49.5% 8,199,873 $301.4M
Cohen & Steers, Inc. 0.57% Reduce -8.1% 8,183,306 $300.8M
Franklin Resources Inc. 0.07% Add +0.2% 6,646,241 $244.3M
Newport Trust Company, LLC 0.54% Reduce -1.4% 6,021,308 $221.3M
Capital International Investors 0.04% New 5,984,147 $220.0M
Pictet Asset Management Holding SA 0.23% Reduce -6.5% 5,797,297 $213.1M
Norges Bank 0.03% Add +33.5% 5,324,955 $195.7M
Royal Bank of Canada 0.04% Add +5.2% 4,821,510 $177.2M
Wellington Management Group LLP 0.03% Reduce -23.8% 4,607,024 $169.4M
Northern Trust Corp. 0.02% Add +18.4% 4,432,525 $162.9M
Bank of New York Mellon Corp 0.03% Add +3.8% 4,261,578 $156.7M
Morgan Stanley 0.01% Reduce -13.1% 4,162,308 $153.0M
Thrivent Financial for Lutherans 0.30% Reduce -10.9% 4,144,339 $152.3M
Charles Schwab Investment Management Inc. 0.03% Add +5.3% 4,121,587 $151.5M
Reaves W H & Co. Inc. 3.90% Add +6.8% 4,026,404 $148.0M
Legal & General Group Plc 0.04% Reduce -6.3% 3,941,790 $144.9M
Duff & Phelps Investment Management Co. 1.69% Reduce -1.3% 3,849,521 $141.5M
ExodusPoint Capital Management, LP 1.30% Reduce -42.1% 3,394,207 $124.8M
UBS Group AG 0.03% Add +64.0% 3,083,124 $113.3M
Soroban Capital Partners LP 1.47% No change 2,988,649 $109.9M
Goldman Sachs Group Inc. 0.02% Reduce -33.0% 2,930,001 $107.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +10.8% 2,867,242 $105.4M
Assenagon Asset Management S.A. 0.18% Add +21.7% 2,712,724 $99.7M
Thompson Siegel & Walmsley LLC 1.47% Reduce -26.5% 2,552,610 $93.8M
Dimensional Fund Advisors LP 0.02% Add +1.8% 2,548,789 $93.7M
Brookfield Corp 0.56% Reduce -3.4% 2,514,363 $92.4M
Bank of America Corp. 0.01% Reduce -20.0% 2,505,282 $92.1M
Principal Financial Group Inc. 0.05% Add +4.0% 2,334,739 $85.8M
Maple-Brown Abbott Ltd 10.36% Reduce -24.7% 2,311,343 $85.0M
T. Rowe Price Associates Inc. 0.01% Reduce -33.9% 2,255,512 $82.9M
Citadel Advisors 0.07% Reduce -61.2% 2,123,117 $78.0M
California Public Employees Retirement System 0.05% Add +2.1% 2,075,372 $76.3M
Employees Retirement System of Texas 0.76% No change 2,066,800 $76.0M
Bank of Montreal 0.04% Reduce -60.3% 2,032,305 $74.7M
Nuveen Asset Management, LLC 0.02% Reduce -5.4% 2,008,646 $73.8M
Verition Fund Management LLC 0.37% Reduce -22.1% 1,923,933 $70.7M
First Trust Advisors LP 0.06% Add +6.1% 1,849,281 $68.0M
Epoch Investment Partners, Inc. 0.32% Reduce -18.1% 1,800,101 $66.2M
Amundi 0.02% Reduce -8.7% 1,745,753 $63.6M
TD Asset Management Inc 0.06% Reduce -8.2% 1,713,367 $63.0M
TCW Group Inc. 0.53% Add +12.1% 1,704,055 $62.6M
Barclays PLC 0.03% Add +23.1% 1,665,125 $61.2M
Ameriprise Financial Inc. 0.02% Reduce -2.4% 1,624,486 $59.7M
Victory Capital Management Inc. 0.06% Reduce -13.2% 1,511,680 $55.6M
Point72 Asset Management 0.15% Add +51.6% 1,447,335 $53.2M
CBRE Investment Management Listed Real Assets LLC 0.89% Add +0.0% 1,353,094 $49.7M
FIL Ltd 0.05% Reduce -8.9% 1,343,890 $49.4M
Vaughan David Investments LLC 1.16% Add +0.8% 1,331,216 $48.9M
Hudson Bay Capital Management LP 0.35% Reduce -8.3% 1,310,706 $48.2M
Merewether Investment Management, LP 1.89% New 1,289,157 $47.4M
Bahl & Gaynor LLC 0.25% Add +12.0% 1,271,039 $46.7M
Swiss National Bank 0.03% Reduce -4.8% 1,267,100 $46.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.11% Add +27.7% 1,185,481 $43.6M
Manufacturers Life Insurance Company, The 0.04% Reduce -11.5% 1,170,648 $43.0M
STRS Ohio 0.16% Reduce -13.1% 1,080,581 $39.7M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +3.4% 1,033,754 $38.0M
Voya Investment Management LLC 0.05% Add +3.7% 1,029,396 $37.8M
First Financial Bankshares Inc 0.79% Reduce -0.4% 998,178 $36.7M
Schroder Investment Management Group 0.04% Reduce -22.5% 998,710 $36.7M
BNP Paribas Financial Markets 0.03% Add +39.8% 968,971 $35.6M
Capital International, Inc. 0.41% New 941,577 $34.6M
AQR Capital Management 0.04% Reduce -30.1% 904,863 $33.3M
Rhumbline Advisers 0.03% Reduce -0.5% 888,122 $32.6M
Retirement Systems of Alabama 0.12% Add +0.3% 886,449 $32.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.20% Add +3.7% 884,787 $32.5M
Cramer Rosenthal McGlynn LLC 1.82% Add +1.0% 878,529 $32.3M
Ensign Peak Advisors, Inc 0.06% Reduce -0.7% 851,828 $31.3M
HSBC Holdings PLC 0.02% Add +40.6% 835,528 $30.7M
Macquarie Group Ltd. 0.03% Add +22.3% 801,088 $28.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +16.1% 790,057 $28.8M
Wells Fargo & Company 0.01% Add +11.1% 775,555 $28.5M
Cwm, LLC 0.12% Reduce -4.6% 759,336 $27.9M
Yaupon Capital Management LP 1.76% Reduce -8.2% 755,206 $27.8M
HITE Hedge Asset Management LLC 2.01% Reduce -1.9% 745,443 $27.4M
Sei Investments Co. 0.04% Reduce -13.1% 740,678 $27.2M
Exchange Traded Concepts, LLC 0.55% Add +3.0% 735,427 $27.0M
Russell Investments Group, Ltd. 0.04% Reduce -1.8% 731,013 $26.9M
Alliancebernstein L.P. 0.01% Add +28.0% 724,642 $26.6M
National Pension Service 0.02% New 670,341 $24.6M
Balyasny Asset Management L.P. 0.06% New 642,783 $23.6M
AE Wealth Management LLC 0.20% Add +5.6% 642,598 $23.6M
Natixis Advisors, LLC 0.04% Add +2.2% 599,130 $22.0M
Artemis Investment Management LLP 0.31% New 593,875 $21.8M
Thomasville National Bank 1.50% Add +3.0% 567,196 $20.9M
National Bank of Canada 0.03% Reduce -0.8% 558,614 $20.5M
Badgley Phelps Wealth Managers, LLC 0.47% Add +3.2% 549,034 $20.2M
California State Teachers Retirement System 0.02% Reduce -3.9% 535,310 $19.7M
Envestnet Asset Management Inc. 0.01% Reduce -32.2% 531,306 $19.5M
Guggenheim Capital LLC 0.16% Add +3.7% 526,307 $19.3M
Neuberger Berman Group LLC 0.02% Reduce -2.2% 522,837 $19.2M
Rockefeller Capital Management L.P. 0.05% Add +1.3% 493,714 $18.1M
Caisse de depot et placement du Quebec 0.04% New 471,648 $17.3M
Citigroup Inc. 0.02% Add +11.0% 467,488 $17.2M
Prudential Financial Inc. 0.02% Reduce -21.5% 468,520 $17.2M
CANADA LIFE ASSURANCE Co 0.03% Reduce -12.3% 455,912 $16.7M
Adage Capital Partners Gp, L.L.C. 0.03% Add +3.2% 436,162 $16.0M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.41% New 434,200 $16.0M
Raymond James Financial Inc. 0.01% — 422,261 $15.5M
Hennessy Advisors Inc. 0.46% Add +7.0% 422,081 $15.5M
Maryland State Retirement & Pension System 0.33% Add +1.6% 410,669 $15.1M
New York State Teachers Retirement System 0.03% Reduce -0.0% 410,564 $15.1M
Gabelli Funds LLC 0.11% No change 393,000 $14.4M
State Board of Administration of Florida Retirement System 0.03% No change 385,475 $14.2M
Polymer Capital Management (US) LLC 4.42% — 375,000 $13.8M
Boston Partners 0.02% Reduce -3.8% 367,885 $13.5M
Old National Bancorp 0.32% Add +4.4% 362,967 $13.3M
Magellan Asset Management Ltd 0.14% Reduce -12.6% 354,832 $13.0M
Mitsubishi UFJ Trust & Banking Corp 0.03% Add +40.3% 344,521 $12.7M
Energy Income Partners, LLC 0.26% New 340,490 $12.5M
State of Wisconsin Investment Board 0.03% Reduce -1.0% 333,231 $12.2M
Eventide Asset Management, LLC 0.22% New 331,555 $12.2M
Cantor Fitzgerald Investment Advisors L.P. 0.83% Add +0.9% 326,119 $12.0M
DRW Securities, LLC 0.81% Add +38.1% 325,480 $12.0M
Leeward Investments, LLC - MA 0.58% Reduce -19.2% 319,310 $11.7M
Goelzer Investment Management, Inc. 0.68% Reduce -0.8% 317,899 $11.7M
Sterling Capital Management LLC 0.16% Reduce -44.0% 316,930 $11.7M
Sit Investment Associates Inc. 0.26% Reduce -6.3% 315,360 $11.6M
Asset Management One Co., Ltd. 0.04% Add +83.8% 314,522 $11.6M
Brookstone Capital Management 0.17% Reduce -6.1% 313,667 $11.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +72.3% 302,324 $11.1M
Zimmer Partners, LP 0.19% Reduce -95.4% 301,464 $11.1M
Miller Howard Investments Inc. 0.36% Add +3.4% 294,778 $10.8M
Picton Mahoney Asset Management 0.41% Add +42.5% 292,876 $10.8M
Jain Global LLC 0.32% — 291,022 $10.7M
Crestline Management, L.P. 0.36% Reduce -36.7% 283,302 $10.4M
Korea Investment CORP 0.02% Reduce -6.4% 281,707 $10.4M
Van Eck Associates Corp. 0.01% Reduce -4.4% 269,345 $9.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% — 267,744 $9.8M
Vennlight Capital Management, LP 9.15% — 262,000 $9.6M
Toronto Dominion Bank 0.02% Add +29.6% 256,294 $9.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -25.6% 252,198 $9.3M
Chevy Chase Trust Holdings, LLC 0.03% Add +1.9% 244,945 $9.0M
First Citizens Bank & Trust Co. 0.16% Reduce -4.6% 234,745 $8.6M
Edgestream Partners, L.P. 0.37% New 234,150 $8.6M
Fisher Funds Management LTD 0.20% — 231,813 $8.5M
State of Tennessee, Department of Treasury 0.03% Reduce -5.9% 230,172 $8.5M
Stifel Financial Corp. 0.01% Reduce -3.8% 227,386 $8.4M
Susquehanna International Group, LLP 0.01% Add +20.6% 225,388 $8.3M
Royal London Asset Management Ltd. 0.02% Add +12.7% 224,785 $8.3M
Swiss Life Asset Management Ltd 0.06% Add +99.4% 222,684 $8.2M
Aberdeen Group plc 0.02% Add +4.1% 220,962 $8.1M
Calamos Advisors LLC 0.05% No change 219,135 $8.1M
New York State Common Retirement Fund 0.01% Reduce -2.9% 217,384 $8.0M
Mackenzie Financial Corp. 0.01% Reduce -12.1% 213,068 $7.8M
Bradley Foster & Sargent Inc. 0.13% No change 211,400 $7.8M
Wedge Capital Management L L P 0.14% Add +1.6% 208,877 $7.7M
Treasurer of the State of North Carolina 0.03% Add +4.8% 205,393 $7.5M
Bfsg, LLC 0.88% Reduce -0.8% 204,672 $7.5M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -6.0% 204,444 $7.5M
Washington Trust Bank 0.70% Reduce -3.1% 198,756 $7.3M
American Century Companies Inc. 0.00% Add +3.5% 197,331 $7.3M
Ausbil Investment Management Ltd 4.34% Reduce -0.0% 198,268 $7.2M
Bokf, NA 0.12% Add +11.1% 190,552 $6.9M
IFM Investors Pty Ltd 0.07% Reduce -1.9% 184,943 $6.8M
Commonwealth Equity Services, LLC 0.01% Add +7.6% 184,642 $6.8M
Public Employees Retirement System of Ohio 0.02% Reduce -0.4% 181,292 $6.7M
LPL Financial LLC 0.00% Add +25.6% 180,262 $6.6M
Jane Street Group, LLC 0.01% Add +5.5% 175,904 $6.5M
DekaBank Deutsche Girozentrale 0.01% No change 177,545 $6.4M
Credit Agricole S A 0.02% Add +166.4% 174,162 $6.4M
Daiichi Life Insurance Co., Ltd. 0.18% New 172,983 $6.4M
Zacks Investment Management 0.06% Add +1.6% 171,622 $6.3M
Police & Firemen's Retirement System of New Jersey 0.06% — 170,235 $6.3M
First Manhattan Co. Llc. 0.02% Reduce -5.3% 167,425 $6.2M
Sequoia Financial Advisors, LLC 0.06% Reduce -8.1% 163,044 $6.0M
Avantax Advisory Services, Inc. 0.04% Add +8.0% 159,633 $5.9M
Comerica Bank 0.02% Add +17.6% 155,765 $5.7M
State of New Jersey Common Pension Fund D 0.02% No change 153,831 $5.7M
Bollard Group LLC 0.15% Add +0.7% 149,654 $5.5M
Ilmarinen Mutual Pension Insurance Co 0.05% New 146,000 $5.4M
Man Group plc 0.02% Reduce -38.4% 141,075 $5.2M
Susquehanna Fundamental Investments, LLC 0.09% — 139,184 $5.1M
Nomura Asset Management Co. Ltd. 0.02% Add +0.3% 139,166 $5.1M
Buckingham Capital Management, Inc. 0.58% Add +59.6% 136,493 $5.0M
Resona Asset Management Co.,Ltd. 0.03% Reduce -5.5% 135,770 $5.0M
Robeco Institutional Asset Management B.V. 0.01% Add +0.5% 133,295 $4.9M
Arizona State Retirement System 0.03% Add +1.4% 130,270 $4.8M
PNC Financial Services Group, Inc. 0.00% Add +7.2% 129,877 $4.8M
State of Michigan Retirement System 0.02% Add +3.7% 126,669 $4.7M
Nisa Investment Advisors, LLC 0.02% Reduce -1.9% 125,258 $4.6M
Jefferies Financial Group Inc. 0.05% Add +400.8% 125,193 $4.6M
MetLife Investment Management, LLC 0.02% Add +5.9% 123,548 $4.5M
Covalis Capital LLP 0.66% Reduce -84.0% 121,911 $4.5M
Public Sector Pension Investment Board 0.02% Reduce -74.7% 121,102 $4.5M
Alps Advisors Inc. 0.03% Add +17.4% 119,176 $4.4M
Community Trust & Investment Co. 0.27% Add +2.0% 117,838 $4.3M
PGGM Investments 0.06% Add +1701.3% 117,048 $4.3M
Forsta Ap-Fonden 0.03% Reduce -15.4% 116,800 $4.3M
Hanson & Doremus Investment Management 0.67% Reduce -0.3% 116,695 $4.3M
Morton Community Bank 1.12% Add +1.6% 114,925 $4.2M
Bessemer Group Inc. 0.01% Reduce -0.0% 113,381 $4.2M
DNB Asset Management AS 0.02% Add +10.3% 112,370 $4.1M
Cerity Partners LLC 0.01% Reduce -5.1% 113,114 $4.1M
Jones Financial Companies LLLP 0.00% Add +64.0% 111,307 $4.1M
Corebridge Financial, Inc. 0.02% Reduce -0.8% 110,527 $4.1M
Summit Global Investments 0.25% New 109,772 $4.0M
Hartree Partners, LP 1.49% New 108,200 $4.0M
Glenmede Trust Co. NA 0.02% Reduce -81.2% 105,764 $3.9M
ProShare Advisors LLC 0.01% Reduce -15.0% 105,658 $3.9M
Skandinaviska Enskilda Banken AB (publ) 0.02% New 103,121 $3.8M
Cibc World Market Inc. 0.01% Reduce -11.6% 102,105 $3.8M
Quantinno Capital Management LP 0.04% Add +15.0% 101,519 $3.7M
Advisors Asset Management, Inc. 0.07% Reduce -10.5% 101,322 $3.7M
Czech National Bank 0.03% Add +10.8% 101,207 $3.7M
Pacer Advisors, Inc. 0.01% Add +203.8% 101,010 $3.7M
Premier Fund Managers Ltd 0.13% Add +8.1% 100,000 $3.7M
Two Sigma Investments, LP 0.01% Reduce -0.1% 98,600 $3.6M
Osaic Holdings, Inc. 0.01% Add +8.3% 103,520 $3.5M
Wealthfront Advisers LLC 0.01% Add +287.6% 94,092 $3.5M
Moran Wealth Management, LLC 0.11% Add +4.7% 92,669 $3.4M
Amalgamated Bank 0.03% Add +2.7% 90,505 $3.3M
Daiwa Securities Group Inc. 0.01% Add +0.9% 89,226 $3.3M
Yousif Capital Management, LLC 0.04% Add +41.6% 87,815 $3.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +14.8% 85,871 $3.2M
HighTower Advisors, LLC 0.00% Add +133.1% 84,705 $3.1M
Mesirow Institutional Investment Management, Inc. 0.24% Reduce -28.3% 84,510 $3.1M
Mutual of America Capital Management LLC 0.03% Reduce -2.1% 83,639 $3.1M
Alyeska Investment Group, L.P. 0.01% New 80,394 $3.0M
Corient Private Wealth LP 0.00% Reduce -29.5% 79,865 $2.9M
Sanctuary Advisors, LLC 0.02% Reduce -24.7% 76,298 $2.9M
Utah Retirement Systems 0.03% Add +4.5% 77,504 $2.8M
Truist Financial Corp. 0.00% Reduce -1.6% 74,279 $2.7M
J. Safra Sarasin Holding AG 0.05% Reduce -6.9% 73,586 $2.7M
Federated Hermes, Inc. 0.01% Add +2.2% 73,305 $2.7M
Janus Henderson Group PLC 0.00% Reduce -8.9% 73,029 $2.7M
Cibc World Markets Corp. 0.02% Add +19.7% 72,794 $2.7M
Oppenheimer & Co. Inc. 0.04% Reduce -6.2% 71,533 $2.6M
Hennion & Walsh Asset Management, Inc. 0.12% Add +16.5% 71,346 $2.6M
CIBC Asset Management Inc 0.01% Add +7.9% 70,490 $2.6M
Meritage Portfolio Management 0.16% Reduce -55.4% 68,666 $2.5M
Walleye Capital LLC 0.03% Add +275.1% 68,244 $2.5M
Great Lakes Advisors, LLC 0.02% Add +5.2% 66,012 $2.4M
New York Life Investment Management LLC 0.02% Reduce -0.1% 63,959 $2.4M
Xponance LLC 0.02% Reduce -56.6% 63,891 $2.3M
UniSuper Management Pty Ltd 0.02% Add +18.5% 62,365 $2.3M
Wealth High Governance Capital Ltda 0.82% New 62,078 $2.3M
Bank of Nova Scotia 0.00% Add +7.4% 61,656 $2.3M
Sigma Planning Corp 0.07% Reduce -1.1% 60,590 $2.2M
Intech Investment Management LLC 0.02% Reduce -71.5% 58,821 $2.2M
Nissay Asset Management Corp. /Japan 0.01% Reduce -8.9% 58,548 $2.2M
Prelude Capital Management, LLC 0.18% Add +49.2% 57,420 $2.1M
DC Investments Management, LLC 1.37% Add +55.2% 57,137 $2.1M
XTX Topco Ltd 0.18% New 56,859 $2.1M
Ascent Group, LLC 0.16% Reduce -0.5% 56,453 $2.1M
Cetera Investment Advisers 0.00% Reduce -21.6% 55,684 $2.0M
Creative Planning 0.00% Add +14.8% 54,971 $2.0M
Savant Capital, LLC 0.02% Add +1.3% 54,707 $2.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +22.8% 54,268 $2.0M
State of Alaska, Department of Revenue 0.02% Add +1.8% 53,216 $2.0M
Gotham Asset Management 0.02% Add +124.5% 52,914 $1.9M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +12.5% 60,375 $1.9M
M&T Bank Corp 0.01% Reduce -0.6% 52,671 $1.9M
Rafferty Asset Management, LLC 0.01% Add +1.4% 52,402 $1.9M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 52,283 $1.9M
Landscape Capital Management, L.L.C. 0.20% New 52,260 $1.9M
Sustainable Insight Capital Management, LLC 0.84% Add +577.3% 52,153 $1.9M
Janney Montgomery Scott LLC 0.01% Add +1.8% 50,667 $1.9M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -17.3% 50,263 $1.8M
Capital Analysts, LLC 0.07% Reduce -3.3% 50,133 $1.8M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +387.9% 50,111 $1.8M
Fox Hill Wealth Management 1.02% Reduce -0.4% 49,156 $1.8M
AMG National Trust Bank 0.05% Add +0.6% 48,716 $1.8M
Elo Mutual Pension Insurance Co 0.04% Add +18.7% 47,260 $1.7M
1832 Asset Management L.P. 0.00% Reduce -2.7% 46,810 $1.7M
ING Groep NV 0.01% Add +113.2% 46,018 $1.7M
Illinois Municipal Retirement Fund 0.02% Add +41.7% 45,646 $1.7M
O'shaughnessy Asset Management, LLC 0.01% Add +67.7% 45,552 $1.7M
HF Advisory Group, LLC 0.77% Reduce -23.8% 45,522 $1.7M
Mariner, LLC 0.00% Add +7.1% 45,247 $1.7M
Metis Global Partners, LLC 0.05% Reduce -3.7% 44,961 $1.7M
Mizuho Securities USA LLC 0.03% Add +52.1% 44,240 $1.6M
Rothschild Investment LLC 0.11% Reduce -0.9% 44,017 $1.6M
Public Employees Retirement Association of Colorado 0.01% Reduce -1.7% 44,014 $1.6M
Gallo Partners, LP 1.18% — 43,228 $1.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +5.6% 42,157 $1.5M
US Bancorp \de 0.00% Add +13.0% 40,573 $1.5M
KBC Group NV 0.00% No change 40,250 $1.5M
Oregon Public Employees Retirement Fund 0.03% Add +4.0% 40,041 $1.5M
Vanguard Personalized Indexing Management, LLC 0.02% Add +7.2% 39,797 $1.5M
Wealth Enhancement Advisory Services, LLC 0.00% Add +32.5% 39,202 $1.4M
Ninepoint Partners LP 0.23% No change 38,901 $1.4M
Wesbanco Bank Inc. 0.05% Reduce -1.0% 38,866 $1.4M
BW Gestao de Investimentos Ltda. 0.07% New 37,922 $1.4M
Captrust Financial Advisors 0.00% Reduce -4.2% 37,312 $1.4M
Tower Research Capital LLC (TRC) 0.03% Reduce -33.8% 35,668 $1.3M
Tredje AP-fonden 0.01% Reduce -50.0% 35,164 $1.3M
Pathstone Holdings, LLC 0.01% Add +4.3% 34,016 $1.3M
Oxford Financial Group, LTD. LLC 0.08% No change 33,563 $1.2M
NEOS Investment Management LLC 0.03% Add +103.7% 33,461 $1.2M
USA Financial Formulas 0.19% Add +0.7% 32,897 $1.2M
Bailard, Inc. 0.03% Add +2.4% 32,804 $1.2M
Meeder Advisory Services, Inc. 0.07% Add +31.2% 32,673 $1.2M
Teachers Retirement System of the State of Kentucky 0.01% No change 32,690 $1.2M
Gulf International Bank (UK) Ltd 0.03% Reduce -2.1% 32,558 $1.2M
Park Avenue Securities LLC 0.01% Add +1.5% 32,293 $1.2M
Aviso Financial Inc. 0.06% Add +1.0% 31,450 $1.2M
Kentucky Retirement Systems 0.03% Reduce -1.4% 30,821 $1.1M
B. Metzler seel. Sohn & Co. AG 0.01% Add +31.7% 30,322 $1.1M
Orion Porfolio Solutions, LLC 0.01% Add +11.7% 30,218 $1.1M
Orion Portfolio Solutions, LLC 0.01% Add +11.7% 30,218 $1.1M
NorthCoast Asset Management LLC 0.01% Add +8.4% 30,073 $1.1M
Icon Advisers Inc. 0.25% Reduce -36.4% 30,000 $1.1M
Finward Bancorp 0.95% — 29,848 $1.1M
Sapient Capital LLC 0.02% Reduce -0.3% 29,591 $1.1M
Elevated Capital Advisors, LLC 0.29% Reduce -5.4% 29,436 $1.1M
Everhart Financial Group, Inc. 0.22% Add +4.1% 29,223 $1.1M
Jackson Creek Investment Advisors LLC 0.32% Add +3.8% 29,131 $1.1M
Hartford Investment Management Co. 0.04% Add +2.3% 29,055 $1.1M
CW Advisors, LLC 0.01% Reduce -21.4% 28,870 $1.1M
Woodline Partners LP 0.01% New 28,032 $1.0M
Shell Asset Management Co. 0.04% Add +3.9% 27,491 $1.0M
Trivium Point Advisory, LLC 0.13% Reduce -0.3% 27,037 $994K
Polymer Capital Management (HK) LTD 0.17% New 27,009 $993K
Tyler-Stone Wealth Management 0.17% Reduce -8.9% 26,722 $982K
&partners 0.01% Add +54.8% 26,816 $977K
Strengthening Families & Communities, LLC 0.55% Add +2.4% 26,505 $974K
Caxton Associates LP 0.03% New 26,253 $965K
River Wealth Advisors LLC 0.13% Reduce -7.5% 25,807 $949K
Caprock Group, LLC 0.03% Add +8.4% 25,516 $938K
Baird Financial Group, Inc. 0.00% Reduce -1.5% 25,296 $930K
1ST Source Bank 0.05% Reduce -1.3% 25,219 $927K
Profund Advisors LLC 0.03% Reduce -6.8% 25,212 $927K
Louisiana State Employees Retirement System 0.02% Reduce -0.8% 25,100 $923K
Securian Asset Management, Inc. 0.03% Add +1.1% 25,087 $922K
Virtus Investment Advisers, LLC 0.73% Add +76.7% 24,757 $910K
Kennedy Capital Management LLC 0.02% Reduce -3.9% 24,696 $908K
CHICAGO TRUST Co NA 0.17% Add +0.9% 24,670 $907K
Lazard Asset Management LLC 0.00% Reduce -18.5% 24,195 $888K
Prosperity Consulting Group, LLC 0.07% Add +8.7% 23,854 $877K
Spirit of America Management Corp. 0.18% Add +9.2% 23,750 $873K
Ingalls & Snyder LLC 0.03% Reduce -0.8% 23,421 $861K
Concourse Financial Group Securities, Inc. 0.05% Add +10.8% 22,711 $858K
1834 Investment Advisors Co. 0.11% Reduce -3.8% 22,785 $838K
Huntington National Bank 0.01% Add +4.3% 22,784 $838K
Moody National Bank Trust Division 0.09% Reduce -3.4% 22,371 $822K
Pathway Financial Advisers, LLC 0.27% Add +0.3% 21,816 $802K
Machina Capital S.A.S. 0.33% Add +195.9% 21,604 $794K
Norinchukin Bank, The 0.02% Add +14.3% 21,491 $790K
New Mexico Educational Retirement Board 0.03% Reduce -2.3% 21,400 $787K
Allspring Global Investments Holdings, LLC 0.00% Reduce -20.3% 21,534 $783K
My Legacy Advisors, LLC 0.30% Add +4.3% 21,190 $782K
Schnieders Capital Management LLC 0.16% Add +0.0% 21,274 $782K
Cohen Capital Management, Inc. 0.13% No change 21,200 $779K
Agf Management Ltd. 0.00% Reduce -0.5% 21,166 $778K
Sovereign Investment Advisors, LLC 0.23% New 21,074 $775K
Blair William & Co. 0.00% Reduce -7.5% 21,070 $775K
Cornercap Investment Counsel Inc. 0.25% Reduce -3.9% 20,818 $765K
Nordea Investment Management AB 0.00% No change 20,654 $759K
Amica Mutual Insurance Co. 0.08% No change 20,399 $750K
Panagora Asset Management Inc. 0.00% Reduce -63.9% 20,154 $741K
First Hawaiian Bank 0.02% Add +0.3% 20,130 $740K
Supplemental Annuity Collective Trust of NJ 0.22% No change 20,000 $735K
Moors & Cabot, Inc. 0.03% Add +1.0% 19,661 $723K
Centennial Wealth Advisory LLC 0.28% Add +5.0% 19,552 $719K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.3% 19,524 $717K
Bleakley Financial Group, LLC 0.02% Add +5.1% 19,121 $703K
NewEdge Advisors, LLC 0.00% Add +499.8% 19,042 $700K
Ti-Trust, Inc. 0.47% No change 18,950 $697K
Harvest Fund Management Co., Ltd 0.03% Add +10.7% 18,877 $694K
Atria Wealth Solutions, Inc. 0.01% Add +86.9% 18,827 $692K
Atria Investments, Inc 0.01% Add +98.0% 18,700 $687K
Crumly & Associates Inc. 0.19% Reduce -1.2% 18,632 $685K
Venturi Wealth Management, LLC 0.03% Add +3.7% 18,511 $680K
MAI Capital Management 0.01% Add +36.9% 18,362 $675K
Mercer Global Advisors Inc. 0.00% Reduce -43.0% 18,272 $672K
QRG Capital Management, Inc. 0.01% Add +19.1% 18,262 $671K
GAMMA Investing LLC 0.06% Add +25.3% 18,249 $671K
Level Four Advisory Services, LLC 0.03% Add +0.9% 18,182 $668K
Transcend Capital Advisors, LLC 0.05% No change 17,726 $652K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.4% 17,612 $647K
Stableford Capital II LLC 0.26% Reduce -9.9% 17,574 $646K
SVB Wealth LLC 0.01% New 17,400 $640K
Squarepoint Ops LLC 0.00% Reduce -82.5% 17,268 $635K
Csenge Advisory Group 0.03% Reduce -0.4% 16,824 $618K
Prudent Man Advisors, LLC 0.22% Reduce -12.1% 16,775 $617K
Johnson Investment Counsel Inc. 0.01% Add +4.3% 16,265 $598K
Horizon Bancorp Inc. 0.28% No change 16,197 $595K
Vestcor Inc 0.02% Add +11.1% 16,038 $590K
SG Americas Securities, LLC 0.00% Reduce -60.5% 16,029 $589K
MML Investors Services, LLC 0.00% Reduce -5.9% 15,940 $586K
Annex Advisory Services, LLC 0.02% New 15,901 $585K
Oppenheimer Asset Management Inc. 0.01% Add +62.5% 15,841 $582K
Tidal Investments LLC 0.00% Reduce -55.5% 15,834 $582K
Contravisory Investment Management, Inc. 0.12% New 15,388 $566K
Nomura Holdings Inc. 0.00% New 15,374 $565K
Keybank National Association 0.00% Add +12.2% 15,167 $558K
Nippon Life Global Investors Americas, Inc. 0.03% Reduce -46.7% 15,050 $553K
Holistic Financial Partners 0.27% Reduce -3.3% 14,830 $545K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +4.3% 14,820 $545K
Alan B Lancz & Associates, Inc. 0.55% Reduce -8.4% 14,765 $543K
EP Wealth Advisors, LLC 0.00% Add +2.4% 14,433 $531K
Gladstone Institutional Advisory LLC 0.02% Add +0.4% 14,203 $522K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 14,111 $519K
Allstate Corp. 0.02% New 14,075 $517K
Integrated Wealth Concepts LLC 0.01% Add +1.9% 13,987 $514K
Kimelman & Baird, LLC 0.04% Reduce -17.7% 13,950 $513K
Empirical Finance, LLC 0.03% Reduce -1.1% 13,767 $506K
Frontier Capital Management Co. LLC 0.00% No change 13,494 $496K
Mgo One Seven LLC 0.02% Add +1.0% 13,433 $494K
Prossimo Advisors, LLC 0.36% Add +10.4% 13,387 $492K
White Knight Strategic Wealth Advisors, LLC 0.20% Add +97.0% 13,290 $489K
William Blair Investment Management, LLC 0.00% Reduce -3.9% 13,202 $485K
International Private Wealth Advisors LLC 0.47% Reduce -0.7% 12,896 $474K
State of Wyoming 0.06% Add +66.4% 12,884 $474K
Danske Bank A/S 0.00% Add +173.2% 12,778 $470K
Investment Management Corp of Ontario 0.02% Reduce -16.1% 12,503 $460K
Vontobel Holding Ltd. 0.00% Add +20.5% 12,266 $451K
Archer Investment Corp 0.12% No change 12,237 $450K
V-Square Quantitative Management LLC 0.06% Reduce -4.1% 12,167 $447K
Focus Partners Wealth 0.00% Add +43.7% 12,140 $446K
Spectrum Wealth Counsel, LLC 0.05% New 12,000 $441K
NFSG Corp 0.11% New 11,880 $437K
SageView Advisory Group, LLC 0.02% Add +7.5% 11,783 $433K
Horizon Investment Services, LLC 0.18% Reduce -0.8% 11,664 $429K
OneDigital Investment Advisors LLC 0.00% Add +2.1% 11,512 $423K
Tema ETFs LLC 0.17% — 11,256 $414K
United Services Automobile Association 0.01% Reduce -5.4% 11,189 $411K
Commerce Bank 0.00% Add +0.0% 11,015 $405K
Praxis Investment Management Inc. 0.03% Reduce -42.5% 10,960 $403K
Waverly Advisors, LLC 0.01% Reduce -6.5% 10,836 $398K
Private Advisor Group, LLC 0.00% Reduce -45.8% 10,801 $397K
Verdence Capital Advisors LLC 0.03% Add +0.6% 10,794 $397K
Vestmark Advisory Solutions, Inc. 0.01% Add +4.3% 10,702 $393K
Prudential PLC 0.00% No change 10,473 $385K
Keene & Associates, Inc. 0.31% Reduce -2.2% 10,373 $381K
Fifth Third Bancorp 0.00% Reduce -6.8% 10,372 $381K
Old North State Wealth Management, LLC 0.21% Add +14.2% 10,185 $375K
Cherokee Insurance Co 0.17% — 10,000 $368K
NJ State Employees Deferred Compensation Plan 0.04% No change 10,000 $368K
Valeo Financial Advisors, LLC 0.01% Add +0.6% 9,982 $367K
Kentucky Retirement Systems Insurance Trust Fund 0.06% Reduce -16.4% 11,095 $365K
LifeWealth Investments, LLC 0.24% — 9,733 $358K
Advisory Services Network, LLC 0.01% Reduce -21.8% 9,698 $357K
Capstone Investment Advisors, LLC 0.00% Add +21.5% 9,625 $354K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -31.3% 9,608 $353K
TD Private Client Wealth LLC 0.01% Reduce -88.8% 9,587 $352K
HBK Sorce Advisory LLC 0.01% Add +0.1% 9,554 $351K
Coldstream Capital Management Inc. 0.01% Reduce -9.1% 9,506 $349K
McKinley Carter Wealth Services, Inc. 0.02% No change 9,258 $340K
UMB Bank, n.a. 0.01% Add +2.7% 9,141 $336K
Kingsview Wealth Management, LLC 0.01% Reduce -2.8% 9,122 $335K
IHT Wealth Management, LLC 0.01% Reduce -9.5% 9,043 $332K
Beverly Hills Private Wealth, LLC 0.07% New 9,026 $332K
HB Wealth Management, LLC 0.00% Add +26.6% 8,957 $329K
Aurora Investment Counsel 0.18% No change 8,738 $321K
Regions Financial Corp. 0.00% Reduce -0.9% 8,688 $319K
Cresset Asset Management, LLC 0.00% Reduce -76.1% 8,615 $317K
Regent Peak Wealth Advisors LLC 0.07% Add +0.1% 8,547 $314K
Chicago Partners Investment Group LLC 0.01% Add +0.2% 8,603 $314K
Bedel Financial Consulting, Inc. 0.04% No change 8,151 $311K
Ballentine Partners, LLC 0.01% Add +6.2% 8,448 $311K
NewEdge Wealth, LLC 0.01% New 8,360 $307K
United Capital Financial Advisors, LLC 0.00% Add +7.9% 8,293 $305K
World Investment Advisors 0.01% Add +25.8% 8,247 $303K
Hutchens & Kramer Investment Management Group, LLC 0.16% No change 8,062 $296K
Lumbard & Kellner, LLC 0.13% No change 8,000 $294K
Oak Thistle LLC 0.09% Reduce -64.2% 7,986 $294K
Calydon Capital 0.06% Reduce -9.9% 7,970 $293K
Kiker Wealth Management, LLC 0.24% — 7,948 $292K
Jump Financial, LLC 0.01% Reduce -78.1% 7,897 $290K
Modern Wealth Management, LLC 0.01% Add +4.5% 7,689 $283K
CI Investments Inc. 0.00% Add +13.9% 7,636 $281K
D. E. Shaw & Co. 0.00% Reduce -89.6% 7,612 $280K
Callan Family Office, LLC 0.02% New 7,557 $278K
Invst, LLC 0.03% Add +1.2% 7,518 $276K
Aviva PLC 0.00% No change 7,474 $275K
Townsquare Capital LLC 0.00% Add +4.6% 7,408 $272K
Capital Investment Advisors, LLC 0.01% Reduce -8.5% 7,347 $270K
Williamson Legacy Group, LLC 0.18% New 7,310 $269K
Quantum Portfolio Management LLC 0.14% New 7,310 $269K
Laird Norton Wetherby Wealth Management, LLC 0.01% Add +4.2% 7,303 $268K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -2.2% 7,260 $267K
Shepherd Financial Partners LLC 0.03% Add +3.4% 7,249 $266K
Longboard Asset Management, LP 0.70% — 7,200 $265K
Resonant Capital Advisors, LLC 0.02% Add +6.4% 7,171 $264K
Freestone Grove Partners LP 0.00% — 7,129 $262K
Wetzel Investment Advisors, Inc. 0.13% No change 6,948 $255K
LVZ, Inc. 0.03% No change 6,897 $254K
Hilltop Partners LLC 0.09% No change 6,892 $253K
Mufg Securities Americas Inc. 0.03% — 6,890 $253K
Flagship Harbor Advisors, LLC 0.01% Add +0.0% 6,820 $251K
Beck Bode, LLC 0.05% Reduce -0.1% 6,756 $248K
Fort Washington Investment Advisors Inc. 0.00% New 6,729 $247K
Geneos Wealth Management Inc. 0.01% New 6,704 $246K
Stiles Financial Services Inc 0.09% Add +0.7% 6,703 $246K
Redmond Asset Management, LLC 0.06% No change 6,674 $245K
Choreo, LLC 0.00% Reduce -16.6% 6,669 $245K
HighPoint Advisor Group LLC 0.01% Add +3.0% 6,405 $245K
Jacobi Capital Management LLC 0.02% New 6,592 $242K
Kestra Advisory Services, LLC 0.00% Reduce -18.4% 6,438 $237K
Sage Mountain Advisors LLC 0.02% Reduce -13.2% 6,424 $236K
Mesirow Financial Investment Management, Inc. 0.00% Add +10.1% 6,379 $235K
Skyline Advisors, Inc. 0.09% No change 6,373 $234K
Brown Brothers Harriman & Co. 0.00% Reduce -33.0% 6,370 $234K
Compound Planning, Inc. 0.01% New 6,329 $233K
Merit Financial Group, LLC 0.00% New 6,267 $230K
Horizon Investments, LLC 0.01% Add +1.3% 6,184 $226K
Summit Financial, LLC 0.01% New 6,121 $225K
Kapitalo Investimentos Ltda 0.15% Reduce -32.9% 6,107 $224K
Ethic Inc. 0.00% New 6,080 $223K
Evolution Advisers, Inc. 0.12% No change 5,932 $218K
Personal Cfo Solutions, LLC 0.04% Reduce -27.6% 5,911 $217K
Signaturefd, LLC 0.00% Add +1.1% 5,909 $217K
Continuum Advisory, LLC 0.03% Add +0.9% 5,898 $217K
Clarius Group, LLC 0.01% New 5,877 $216K
Alaska Permanent Fund Corp 0.00% No change 5,780 $212K
Vident Advisory, LLC 0.00% New 5,771 $212K
Morningstar Investment Management LLC 0.02% Reduce -12.6% 5,765 $212K
PDS Planning, Inc 0.02% Reduce -24.2% 5,736 $211K
St Germain D J Co. Inc. 0.01% Add +15.3% 5,735 $211K
Long Run Wealth Advisors, LLC 0.05% New 5,735 $211K
Wedbush Securities Inc. 0.01% Reduce -2.8% 5,700 $210K
GAMCO Investors 0.00% New 5,700 $210K
Washington Trust Advisors, Inc. 0.02% Add +1.1% 5,688 $209K
Knollwood Investment Advisory, LLC 0.02% New 5,671 $208K
Northwest & Ethical Investments L.P. 0.01% Add +5.6% 5,648 $207K
Ostrum Asset Management 0.02% Reduce -65.0% 5,633 $207K
Total Clarity Wealth Management, Inc. 0.07% Reduce -21.3% 5,550 $204K
Cooper Financial Group 0.02% New 5,533 $203K
Park National Corp. 0.01% New 5,495 $202K
Mark Sheptoff Financial Planning, LLC 0.11% No change 5,400 $199K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 5,400 $199K
Richardson Financial Services Inc. 0.14% Reduce -6.4% 5,279 $194K
CIBC Private Wealth Group LLC 0.00% Reduce -16.5% 5,305 $193K
Indiana Trust & Investment Management Co 0.07% No change 5,237 $193K
Virtus Advisers, LLC 0.08% Reduce -9.9% 5,189 $191K
Ameritas Investment Partners, Inc. 0.01% No change 4,769 $175K
Mather Group, Llc. 0.00% Add +31.5% 4,592 $169K
New Age Alpha Advisors, LLC 0.01% Add +808.2% 4,432 $163K
Principal Securities, Inc. 0.00% Add +53.7% 4,382 $161K
IFP Advisors, Inc 0.01% Add +1.7% 4,074 $160K
Arax Advisory Partners 0.01% Add +2474.6% 4,248 $156K
Federation des caisses Desjardins du Quebec 0.00% Add +28.9% 4,245 $156K
Avalon Trust Co 0.01% No change 4,000 $147K
Sound Income Strategies, LLC 0.01% No change 3,969 $146K
HM Payson & Co. 0.00% Reduce -0.5% 3,900 $143K
Parallel Advisors, LLC 0.00% Reduce -1.6% 3,844 $141K
Blue Trust, Inc. 0.00% Reduce -19.2% 3,714 $137K
Neo Ivy Capital Management 0.03% New 3,636 $133K
Frazier Financial Advisors, LLC 0.10% Reduce -0.8% 3,595 $132K
Centaurus Financial, Inc. 0.01% Reduce -12.8% 3,400 $125K
Farther Finance Advisors, LLC 0.00% Reduce -2.9% 3,344 $123K
Versant Capital Management, Inc 0.03% Add +289.8% 3,173 $117K
Allworth Financial LP 0.00% Add +23.0% 3,053 $115K
Harbour Investments, Inc. 0.00% Add +2.5% 3,136 $115K
Hartford Financial Management Inc. 0.02% Reduce -25.0% 3,000 $110K
Natixis 0.00% Reduce -77.2% 2,795 $103K
Assetmark, Inc. 0.00% Add +202.5% 2,538 $93K
Creekmur Asset Management LLC 0.02% No change 2,534 $93K
Steward Partners Investment Advisory, LLC 0.00% Reduce -1.7% 2,461 $90K
Amica Retiree Medical Trust 0.08% No change 2,387 $88K
Lindbrook Capital, LLC 0.01% Add +1.2% 2,368 $87K
Smartleaf Asset Management LLC 0.01% Add +110.8% 2,273 $83K
Global Retirement Partners, LLC 0.00% Add +8.9% 2,239 $82K
EverSource Wealth Advisors, LLC 0.00% Add +343.1% 2,202 $81K
Eastern Bank 0.00% Add +1242.2% 2,161 $79K
Monetary Management Group Inc. 0.02% No change 1,955 $72K
Quadrant Capital Group LLC 0.00% No change 1,878 $69K
Leonteq Securities AG 0.01% Add +32.4% 1,878 $69K
Intact Investment Management Inc. 0.00% New 1,800 $66K
TD Waterhouse Canada Inc. 0.00% Add +95.7% 1,679 $62K
Strategic Investment Solutions, Inc. 0.02% No change 1,671 $61K
JFS Wealth Advisors, LLC 0.00% Add +0.7% 1,560 $57K
Bellwether Advisors, LLC 0.01% New 1,505 $55K
Costello Asset Management, INC 0.04% No change 1,500 $55K
Harbor Investment Advisory, LLC 0.01% No change 1,500 $55K
Sentry Investment Management LLC 0.03% Reduce -14.0% 1,434 $53K
Gen-Wealth Partners Inc 0.02% Reduce -45.1% 1,399 $51K
Legacy Investment Solutions, LLC 0.03% No change 1,293 $49K
Legacy Wealth Managment, LLC 0.03% No change 1,293 $49K
Cromwell Holdings LLC 0.03% No change 1,315 $48K
Rise Advisors, LLC 0.02% Add +0.7% 1,306 $48K
Optiver Holding B.V. 0.00% Add +105.0% 1,281 $47K
Tobam 0.01% Reduce -49.2% 1,271 $47K
Plante Moran Financial Advisors, LLC 0.00% No change 1,246 $46K
Penserra Capital Management LLC 0.00% New 1,181 $43K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,135 $42K
Point72 (DIFC) Ltd 0.00% New 1,115 $41K
Armstrong Advisory Group, Inc. 0.00% No change 1,102 $41K
Laurel Wealth Advisors LLC 0.01% No change 1,090 $40K
Delta Asset Management LLC 0.00% Reduce -6.8% 1,090 $40K
Hemington Wealth Management 0.01% Reduce -13.8% 1,113 $40K
Catalyst Capital Advisors LLC 0.00% New 1,088 $40K
Boyd Watterson Asset Management LLC 0.01% No change 1,076 $40K
Spire Wealth Management 0.00% New 1,055 $39K
Caldwell Sutter Capital, Inc. 0.02% Add +3.0% 1,030 $38K
MCF Advisors LLC 0.00% Add +0.3% 1,021 $38K
Quarry LP 0.01% Reduce -63.0% 995 $37K
West Paces Advisors Inc. 0.01% No change 972 $36K
Manchester Capital Management LLC 0.00% Add +0.1% 933 $34K
Beaird Harris Wealth Management, LLC 0.00% New 928 $34K
Logan Capital Management Inc. 0.00% Add +1.5% 891 $33K
Brooklyn Investment Group 0.01% Add +153.2% 871 $32K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +33.8% 804 $30K
GeoWealth Management, LLC 0.00% Reduce -16.8% 800 $29K
First Community Trust NA 0.02% No change 792 $29K
Colonial Trust Advisors 0.00% No change 750 $28K
Transcendent Capital Group LLC 0.01% No change 735 $27K
Canada Post Corp Registered Pension Plan 0.00% — 726 $27K
Quent Capital, LLC 0.00% No change 693 $25K
Parkside Financial Bank & Trust 0.00% No change 670 $25K
Deseret Mutual Benefit Administrators 0.01% No change 651 $24K
Barrett & Company, Inc. 0.01% No change 650 $24K
Kayne Anderson Rudnick Investment Management LLC 0.00% New 635 $23K
AdvisorNet Financial, Inc 0.00% Add +1750.0% 629 $23K
Private Trust Co. NA 0.00% Add +94.4% 622 $23K
West Branch Capital LLC 0.01% Add +50.0% 600 $22K
Caldwell Trust Co 0.00% No change 594 $22K
Sugarloaf Wealth Management, LLC 0.00% Add +0.7% 594 $22K
First Financial Corp. 0.01% Reduce -38.6% 586 $22K
Altshuler Shaham Ltd 0.00% New 580 $21K
Motco 0.00% Reduce -62.6% 569 $21K
Elequin Capital, LP 0.00% New 546 $20K
Larson Financial Group LLC 0.00% Add +6.9% 545 $20K
Riverview Trust Co 0.02% No change 538 $20K
LRI Investments, LLC 0.00% No change 534 $20K
Perkins Coie Trust Co 0.00% No change 521 $19K
Cullen/Frost Bankers, Inc. 0.00% New 518 $19K
Covestor Ltd 0.01% Reduce -23.2% 516 $19K
CENTRAL TRUST Co 0.00% Reduce -42.8% 510 $19K
Bank of New Hampshire 0.00% No change 500 $18K
Foster Dykema Cabot & Partners, LLC 0.00% No change 500 $18K
Salem Investment Counselors Inc. 0.00% No change 500 $18K
Hexagon Capital Partners LLC 0.00% Add +58.9% 472 $17K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -69.2% 466 $17K
VSM Wealth Advisory, LLC 0.01% — 460 $17K
GHP Investment Advisors, Inc. 0.00% No change 450 $17K
Park Place Capital Corp 0.00% No change 441 $16K
Bruce G. Allen Investments, LLC 0.01% No change 434 $16K
CoreCap Advisors, LLC 0.00% Reduce -34.3% 433 $16K
Johnson Financial Group, Inc. 0.00% No change 424 $16K
Kentucky Trust Co 0.01% — 425 $16K
Financial Avengers, Inc. 0.01% Add +0.5% 405 $15K
Main Street Group, LTD 0.01% No change 400 $15K
Wolff Wiese Magana LLC 0.01% No change 395 $15K
Wilmington Savings Fund Society, FSB 0.00% Add +10.9% 385 $14K
TruNorth Capital Management, LLC 0.00% No change 383 $14K
Key Financial Inc 0.00% No change 378 $14K
Global X Japan Co., Ltd. 0.00% Reduce -41.0% 372 $14K
Beacon Capital Management, LLC 0.00% Reduce -39.7% 359 $13K
Crewe Advisors LLC 0.00% Reduce -70.1% 335 $12K
Webster Bank, N. A. 0.00% No change 330 $12K
GF Fund Management Co. LTD. 0.00% — 296 $11K
S&T Bank 0.00% New 295 $11K
Avior Wealth Management, LLC 0.00% Add +8.8% 285 $10K
Pingora Partners LLC 0.01% No change 280 $10K
Creative Financial Designs Inc. 0.00% No change 275 $10K
Coston, McIsaac & Partners 0.00% No change 282 $10K
Fortis Group Advisors, LLC 0.00% No change 257 $9K
North Star Investment Management Corp. 0.00% No change 250 $9K
Farmers & Merchants Investments Inc. 0.00% No change 250 $9K
JNBA Financial Advisors 0.00% No change 244 $9K
Fortitude Family Office, LLC 0.00% No change 241 $9K
ORG Partners LLC 0.00% New 226 $8K
Raleigh Capital Management Inc. 0.00% Add +505.9% 206 $8K
Park Square Financial Group, LLC 0.01% — 205 $8K
Pinnacle Bancorp, Inc. 0.00% Reduce -32.2% 204 $7K
DT Investment Partners, LLC 0.00% No change 198 $7K
Darwin Wealth Management, LLC 0.00% Reduce -48.8% 192 $7K
Tsfg, LLC 0.00% No change 200 $7K
Sachetta, LLC 0.00% Add +7.4% 189 $7K
Zions Bancorporation, N.A. 0.00% No change 187 $7K
Bellevue Asset Management, LLC 0.00% New 183 $7K
FSA Wealth Management LLC 0.00% No change 181 $7K
Bell Investment Advisors, Inc 0.00% No change 181 $7K
Ancora Advisors LLC 0.00% Add +17600.0% 177 $7K
SBI Securities Co., Ltd. 0.00% — 168 $6K
Whipplewood Advisors, LLC 0.00% — 165 $6K
Smithfield Trust Co 0.00% No change 140 $5K
Lanark Financial, Inc. 0.42% — 125 $5K
First Horizon Advisors, Inc. 0.00% No change 124 $5K
Grove Bank & Trust 0.00% Add +95.2% 121 $4K
Carolinas Wealth Consulting LLC 0.00% Add +45.1% 119 $4K
Glen Eagle Advisors, LLC 0.00% No change 118 $4K
MV Capital Management, Inc. 0.00% No change 114 $4K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -61.2% 114 $4K
Mb, Levis & Associates, LLC 0.00% Add +0.9% 114 $4K
Dunhill Financial, LLC 0.00% Add +25.3% 104 $4K
TD Capital Management LLC 0.00% New 100 $4K
Golden State Wealth Management, LLC 0.00% — 92 $3K
Quest 10 Wealth Builders, Inc. 0.00% — 91 $3K
Riggs Asset Managment Co. Inc. 0.00% No change 86 $3K
Ameriflex Group, Inc. 0.00% — 82 $3K
Capital Advisors, Ltd. LLC 0.00% No change 82 $3K
Sierra Ocean, LLC 0.00% — 80 $3K
Sandy Spring Bank 0.00% No change 78 $3K
Hollencrest Capital Management 0.00% No change 75 $3K
TCTC Holdings, LLC 0.00% No change 74 $3K
Mowery & Schoenfeld Wealth Management, LLC 0.01% New 73 $3K
WPG Advisers, LLC 0.00% — 70 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +5.6% 57 $2K
Glass Jacobson Investment Advisors llc 0.00% New 56 $2K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 56 $2K
GW&K Investment Management, LLC 0.00% No change 54 $2K
BOK Financial Private Wealth, Inc. 0.00% New 53 $2K
SOA Wealth Advisors, LLC. 0.00% Add +2.1% 48 $2K
NewSquare Capital LLC 0.00% New 47 $2K
SJS Investment Consulting Inc. 0.00% Reduce -14.9% 40 $1K
Prestige Wealth Management Group LLC 0.00% No change 37 $1K
Financial Management Professionals, Inc. 0.00% Add +28.6% 36 $1K
Raffa Wealth Management, LLC 0.00% No change 35 $1K
FLP Wealth Management, LLC 0.00% — 32 $1K
Avion Wealth 0.00% Add +77.8% 32 $1K
Millstone Evans Group, LLC 0.00% — 27 $993
True Wealth Design, LLC 0.00% Add +13.0% 26 $956
Cassady Schiller Wealth Management, LLC 0.00% New 25 $919
Physician Wealth Advisors, Inc. 0.00% New 24 $883
CVA Family Office, LLC 0.00% New 24 $882
MPWM Advisory Solutions, LLC 0.00% — 23 $845
Ruedi Wealth Management, Inc. 0.00% No change 21 $772
Cornerstone Planning Group LLC 0.00% No change 21 $764
WealthTrak Capital Management LLC 0.00% — 20 $736
TFC Financial Management, Inc. 0.00% No change 19 $705
Capital A Wealth Management, LLC 0.00% — 18 $662
Principia Wealth Advisory, LLC 0.00% — 14 $515
Kohmann Bosshard Financial Services, LLC 0.00% New 12 $441
Global Financial Private Client, LLC 0.00% New 11 $404
Parkworth Wealth Management, Inc. 0.00% — 9 $331
Valued Wealth Advisors LLC 0.00% No change 9 $331
Private Wealth Management Group, LLC 0.00% New 5 $184
Sugar Maple Asset Management, LLC 0.00% New 5 $184
Chesapeake Asset Management LLC 0.00% No change 5 $183
High Note Wealth, LLC 0.00% New 4 $147
Cape Investment Advisory, Inc. 0.00% New 3 $110
Eagle Bay Advisors LLC 0.00% No change 1 $29

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