NisourceNI
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 796 institutions reported holding Nisource Inc. (NI) in their 13F filings, up 61 from Q4 2024. 119 opened new positions and 59 sold out. The largest holders were Vanguard Group Inc. ($2.4B), BlackRock, Inc. ($1.9B) and T. Rowe Price Investment Management, Inc. ($963.0M). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Nisource Inc.
- Sector
- Utilities
- CUSIP
- 65473P105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 119 | $292.6M |
| Exits | 59 | $232.1M |
All 13F filers, Q4 2024 → Q1 2025: 37,306,734 shares bought and 44,342,563 shares sold, net −7,035,829 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 796 holders
| Vanguard Group Inc. | 0.04% | Add +5.3% | 60,844,001 | $2.4B |
| BlackRock, Inc. | 0.04% | Reduce -4.7% | 47,701,646 | $1.9B |
| T. Rowe Price Investment Management, Inc. | 0.64% | Add +12.4% | 24,020,859 | $963.0M |
| State Street Corp. | 0.04% | Add +3.8% | 23,760,283 | $952.5M |
| Deutsche Bank AG | 0.23% | Reduce -13.2% | 14,605,075 | $585.5M |
| Geode Capital Management, LLC | 0.04% | Add +5.9% | 12,118,655 | $484.3M |
| Jennison Associates LLC | 0.33% | Add +8.0% | 11,577,832 | $464.2M |
| FMR LLC | 0.03% | Add +16.8% | 11,320,601 | $453.8M |
| JPMorgan Chase & Co. | 0.03% | Reduce -28.9% | 9,973,030 | $399.8M |
| Cohen & Steers, Inc. | 0.61% | Reduce -0.2% | 8,167,274 | $327.4M |
| Invesco Ltd. | 0.06% | Reduce -3.5% | 7,910,009 | $317.1M |
| Capital International Investors | 0.06% | Add +17.4% | 7,023,257 | $281.6M |
| Franklin Resources Inc. | 0.08% | Reduce -0.2% | 6,632,975 | $265.9M |
| Newport Trust Company, LLC | 0.62% | Reduce -0.5% | 5,992,189 | $240.2M |
| Goldman Sachs Group Inc. | 0.04% | Add +88.9% | 5,535,924 | $221.9M |
| Bank of Montreal | 0.12% | Add +165.2% | 5,389,185 | $216.1M |
| Norges Bank | 0.03% | Add +0.8% | 5,368,354 | $215.2M |
| Morgan Stanley | 0.01% | Add +17.8% | 4,901,083 | $196.5M |
| Royal Bank of Canada | 0.04% | Reduce -0.4% | 4,804,057 | $192.6M |
| Pictet Asset Management Holding SA | 0.21% | Reduce -18.4% | 4,732,618 | $189.7M |
| Northern Trust Corp. | 0.03% | Add +4.7% | 4,638,973 | $186.0M |
| Wellington Management Group LLP | 0.03% | Reduce -4.3% | 4,407,459 | $176.7M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +0.9% | 4,160,409 | $166.8M |
| Reaves W H & Co. Inc. | 4.24% | Add +3.2% | 4,153,470 | $166.5M |
| Legal & General Group Plc | 0.04% | Add +4.3% | 4,110,517 | $164.8M |
| Bank of New York Mellon Corp | 0.03% | Reduce -6.1% | 4,001,600 | $160.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +34.2% | 3,848,571 | $154.3M |
| Duff & Phelps Investment Management Co. | 1.66% | Reduce -8.2% | 3,535,641 | $141.7M |
| Bank of America Corp. | 0.01% | Add +40.7% | 3,524,728 | $141.3M |
| Thrivent Financial for Lutherans | 0.31% | Reduce -15.8% | 3,490,025 | $139.9M |
| Soroban Capital Partners LP | 1.65% | Reduce -2.4% | 2,917,949 | $117.0M |
| UBS Group AG | 0.02% | Reduce -13.2% | 2,675,597 | $107.3M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -2.9% | 2,475,704 | $99.2M |
| Alkeon Capital Management LLC | 0.58% | New | 2,461,500 | $98.7M |
| Principal Financial Group Inc. | 0.05% | Reduce -5.2% | 2,213,552 | $88.7M |
| First Trust Advisors LP | 0.07% | Add +11.6% | 2,063,532 | $82.7M |
| California Public Employees Retirement System | 0.06% | Reduce -2.5% | 2,023,038 | $81.1M |
| Merewether Investment Management, LP | 2.82% | Add +50.2% | 1,936,831 | $77.6M |
| Maple-Brown Abbott Ltd | 5.12% | Reduce -19.0% | 1,872,810 | $75.1M |
| Brookfield Corp | 0.10% | Reduce -26.5% | 1,847,407 | $74.1M |
| Nuveen, LLC | 0.02% | — | 1,791,946 | $71.8M |
| TCW Group Inc. | 0.63% | Add +2.9% | 1,753,895 | $70.3M |
| Thompson Siegel & Walmsley LLC | 1.18% | Reduce -32.2% | 1,729,971 | $69.4M |
| Barclays PLC | 0.03% | Reduce -1.9% | 1,633,842 | $65.5M |
| Ameriprise Financial Inc. | 0.02% | Reduce -0.3% | 1,619,986 | $64.9M |
| TD Asset Management Inc | 0.06% | Reduce -7.9% | 1,577,284 | $63.2M |
| Citadel Advisors | 0.06% | Reduce -26.9% | 1,551,323 | $62.2M |
| Employees Retirement System of Texas | 0.65% | Reduce -28.2% | 1,483,561 | $59.5M |
| Bahl & Gaynor LLC | 0.30% | Add +16.0% | 1,474,098 | $59.1M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -35.1% | 1,464,599 | $58.7M |
| Artemis Investment Management LLP | 0.89% | Add +144.3% | 1,451,104 | $58.2M |
| Millennium Management | 0.06% | Reduce -84.3% | 1,446,425 | $58.0M |
| Epoch Investment Partners, Inc. | 0.30% | Reduce -20.2% | 1,436,387 | $57.6M |
| Prudential Financial Inc. | 0.08% | Add +202.2% | 1,415,745 | $56.8M |
| Vaughan David Investments LLC | 1.25% | Add +0.2% | 1,333,318 | $53.5M |
| Swiss National Bank | 0.04% | Add +3.9% | 1,316,500 | $52.8M |
| Amundi | 0.02% | Reduce -26.6% | 1,281,776 | $51.0M |
| Aviva PLC | 0.12% | Add +16363.1% | 1,230,455 | $49.3M |
| BNP Paribas Financial Markets | 0.04% | Add +19.6% | 1,159,203 | $46.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.12% | Reduce -3.8% | 1,140,163 | $45.7M |
| Schroder Investment Management Group | 0.04% | Add +7.6% | 1,074,782 | $42.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +2.0% | 1,054,689 | $42.3M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -13.2% | 1,016,568 | $40.8M |
| First Financial Bankshares Inc | 0.86% | Add +0.1% | 998,635 | $40.0M |
| Voya Investment Management LLC | 0.05% | Reduce -3.7% | 990,916 | $39.7M |
| Victory Capital Management Inc. | 0.04% | Reduce -34.5% | 989,743 | $39.7M |
| Rhumbline Advisers | 0.04% | Add +9.1% | 968,675 | $38.8M |
| HSBC Holdings PLC | 0.03% | Add +14.1% | 953,111 | $38.1M |
| AQR Capital Management | 0.04% | Add +5.1% | 950,654 | $38.1M |
| Capital International, Inc. | 0.46% | Reduce -0.3% | 938,869 | $37.6M |
| STRS Ohio | 0.16% | Reduce -14.3% | 925,761 | $37.1M |
| Yaupon Capital Management LP | 2.65% | Add +19.2% | 900,290 | $36.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.21% | Add +0.8% | 891,998 | $35.8M |
| Ensign Peak Advisors, Inc | 0.07% | Add +3.6% | 882,704 | $35.4M |
| Wells Fargo & Company | 0.01% | Add +13.7% | 881,744 | $35.3M |
| Retirement Systems of Alabama | 0.14% | Reduce -1.0% | 877,622 | $35.2M |
| Cramer Rosenthal McGlynn LLC | 2.41% | Reduce -4.8% | 836,246 | $33.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +5.3% | 831,758 | $33.3M |
| ExodusPoint Capital Management, LP | 0.43% | Reduce -75.8% | 820,333 | $32.9M |
| Hudson Bay Capital Management LP | 0.23% | Reduce -39.7% | 790,559 | $31.7M |
| Exchange Traded Concepts, LLC | 0.55% | Add +3.7% | 762,895 | $30.6M |
| Sei Investments Co. | 0.04% | Reduce -1.2% | 731,900 | $29.3M |
| Cwm, LLC | 0.12% | Reduce -4.9% | 722,092 | $28.9M |
| Russell Investments Group, Ltd. | 0.04% | Reduce -5.5% | 690,674 | $27.7M |
| Macquarie Group Ltd. | 0.03% | Reduce -15.5% | 677,262 | $27.1M |
| Alliancebernstein L.P. | 0.01% | Reduce -6.7% | 676,218 | $27.1M |
| National Bank of Canada | 0.03% | Add +20.6% | 673,897 | $27.0M |
| Assenagon Asset Management S.A. | 0.05% | Reduce -75.6% | 662,504 | $26.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +21.9% | 647,519 | $26.0M |
| Citigroup Inc. | 0.02% | Add +37.4% | 642,234 | $25.7M |
| Natixis Advisors, LLC | 0.05% | Add +3.3% | 618,639 | $24.8M |
| Thomasville National Bank | 1.71% | Add +2.6% | 581,823 | $23.3M |
| Badgley Phelps Wealth Managers, LLC | 0.54% | Add +1.2% | 555,835 | $22.3M |
| California State Teachers Retirement System | 0.03% | Add +3.1% | 552,006 | $22.1M |
| Trexquant Investment LP | 0.25% | New | 538,420 | $21.6M |
| Verition Fund Management LLC | 0.13% | Reduce -72.6% | 527,628 | $21.2M |
| AE Wealth Management LLC | 0.17% | Reduce -19.2% | 519,202 | $20.8M |
| Eventide Asset Management, LLC | 0.41% | Add +55.3% | 515,040 | $20.6M |
| Renaissance Technologies | 0.03% | New | 503,500 | $20.2M |
| Neuberger Berman Group LLC | 0.02% | Reduce -4.5% | 499,240 | $20.0M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +4.0% | 474,005 | $19.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Add +53.0% | 462,687 | $18.5M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -6.7% | 460,533 | $18.5M |
| Jane Street Group, LLC | 0.03% | Add +159.4% | 456,366 | $18.3M |
| Raymond James Financial Inc. | 0.01% | Add +6.8% | 451,112 | $18.1M |
| HITE Hedge Asset Management LLC | 1.12% | Reduce -39.6% | 449,951 | $18.0M |
| Guggenheim Capital LLC | 0.17% | Reduce -15.9% | 442,666 | $17.7M |
| Beck Bode, LLC | 3.28% | Add +6405.2% | 439,489 | $17.6M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Reduce -1.7% | 428,862 | $17.2M |
| Maryland State Retirement & Pension System | 0.40% | Add +2.4% | 420,374 | $16.9M |
| Susquehanna Fundamental Investments, LLC | 0.28% | Add +196.7% | 412,974 | $16.6M |
| New York State Teachers Retirement System | 0.04% | Reduce -0.0% | 410,484 | $16.5M |
| Hennessy Advisors Inc. | 0.54% | Reduce -4.0% | 405,381 | $16.3M |
| DNB Asset Management AS | 0.07% | Add +259.5% | 403,962 | $16.2M |
| State Board of Administration of Florida Retirement System | 0.03% | Add +2.2% | 393,945 | $15.8M |
| Gabelli Funds LLC | 0.12% | No change | 393,000 | $15.8M |
| Natixis | 0.09% | Add +13839.6% | 389,612 | $15.6M |
| SummitTX Capital, L.P. | 0.66% | — | 373,940 | $15.0M |
| Asset Management One Co., Ltd. | 0.05% | Add +14.0% | 358,469 | $14.4M |
| State of Wisconsin Investment Board | 0.04% | Add +6.4% | 354,415 | $14.2M |
| Energy Income Partners, LLC | 0.27% | Add +2.4% | 348,755 | $14.0M |
| Magellan Asset Management Ltd | 0.17% | Reduce -2.3% | 346,694 | $13.9M |
| Boston Partners | 0.02% | Reduce -7.6% | 339,965 | $13.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -2.0% | 337,728 | $13.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.96% | Add +0.6% | 328,174 | $13.2M |
| Goelzer Investment Management, Inc. | 0.74% | Reduce -0.3% | 316,852 | $12.7M |
| Picton Mahoney Asset Management | 0.42% | Add +5.1% | 307,909 | $12.3M |
| Sit Investment Associates Inc. | 0.27% | Reduce -9.5% | 285,455 | $11.4M |
| Man Group plc | 0.04% | Add +102.2% | 285,302 | $11.4M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.27% | Reduce -36.1% | 277,340 | $11.1M |
| Capital Fund Management S.A. | 0.14% | New | 267,164 | $10.7M |
| Leeward Investments, LLC - MA | 0.57% | Reduce -16.7% | 266,023 | $10.7M |
| Aberdeen Group plc | 0.02% | Add +18.5% | 261,751 | $10.5M |
| Aventail Capital Group, LP | 0.51% | New | 255,590 | $10.2M |
| First Citizens Bank & Trust Co. | 0.26% | Add +8.0% | 253,590 | $10.2M |
| Royal London Asset Management Ltd. | 0.02% | Add +11.7% | 251,135 | $10.1M |
| Miller Howard Investments Inc. | 0.32% | Reduce -16.3% | 246,844 | $9.9M |
| Gotham Asset Management | 0.08% | Add +365.8% | 246,476 | $9.9M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Add +0.6% | 246,461 | $9.9M |
| Graham Capital Management, L.P. | 0.45% | New | 243,814 | $9.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Reduce -3.7% | 242,828 | $9.7M |
| LPL Financial LLC | 0.00% | Add +29.9% | 234,234 | $9.4M |
| Fisher Funds Management LTD | 0.23% | No change | 231,813 | $9.3M |
| State of Tennessee, Department of Treasury | 0.04% | Reduce -0.1% | 229,879 | $9.2M |
| New York State Common Retirement Fund | 0.01% | Add +4.1% | 226,384 | $9.1M |
| Stifel Financial Corp. | 0.01% | Reduce -2.1% | 222,629 | $8.9M |
| Calamos Advisors LLC | 0.06% | Add +1.1% | 221,603 | $8.9M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +5.3% | 215,182 | $8.6M |
| Treasurer of the State of North Carolina | 0.03% | Add +4.1% | 213,743 | $8.6M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.10% | New | 213,000 | $8.5M |
| Zimmer Partners, LP | 0.17% | Reduce -29.6% | 212,227 | $8.5M |
| Bradley Foster & Sargent Inc. | 0.14% | No change | 211,400 | $8.5M |
| CBRE Investment Management Listed Real Assets LLC | 0.13% | Reduce -84.8% | 206,239 | $8.3M |
| MetLife Investment Management, LLC | 0.04% | Add +64.8% | 203,596 | $8.2M |
| Bfsg, LLC | 0.99% | Reduce -1.1% | 202,479 | $8.1M |
| American Century Companies Inc. | 0.01% | Add +2.5% | 202,163 | $8.1M |
| Van Eck Associates Corp. | 0.01% | Reduce -26.5% | 198,053 | $7.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -26.5% | 196,835 | $7.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.4% | 196,451 | $7.9M |
| Waverly Advisors, LLC | 0.09% | Add +1661.0% | 190,823 | $7.7M |
| Toronto Dominion Bank | 0.02% | Reduce -26.2% | 189,193 | $7.6M |
| Washington Trust Bank | 0.75% | Reduce -5.4% | 187,950 | $7.5M |
| Ausbil Investment Management Ltd | 4.49% | Reduce -7.5% | 183,456 | $7.4M |
| Aquatic Capital Management LLC | 0.19% | New | 182,128 | $7.3M |
| Susquehanna International Group, LLP | 0.01% | Reduce -19.6% | 181,290 | $7.3M |
| Banco Santander, S.A. | 0.08% | New | 180,476 | $7.2M |
| Polymer Capital Management (US) LLC | 2.18% | Reduce -52.0% | 180,000 | $7.2M |
| Engineers Gate Manager LP | 0.12% | New | 177,230 | $7.1M |
| Credit Agricole S A | 0.03% | Add +1.4% | 176,521 | $7.1M |
| Voloridge Investment Management, LLC | 0.03% | New | 175,799 | $7.0M |
| Zacks Investment Management | 0.07% | Add +2.4% | 175,721 | $7.0M |
| DekaBank Deutsche Girozentrale | 0.01% | Reduce -0.1% | 177,300 | $7.0M |
| Mackenzie Financial Corp. | 0.01% | Reduce -18.4% | 173,752 | $7.0M |
| Wedge Capital Management L L P | 0.13% | Reduce -17.8% | 171,780 | $6.9M |
| Police & Firemen's Retirement System of New Jersey | 0.07% | Reduce -0.3% | 169,756 | $6.8M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -7.8% | 167,094 | $6.7M |
| Daiichi Life Insurance Co., Ltd. | 0.20% | Reduce -3.6% | 166,831 | $6.7M |
| Ilmarinen Mutual Pension Insurance Co | 0.06% | Add +13.7% | 166,000 | $6.7M |
| IFM Investors Pty Ltd | 0.07% | Reduce -11.7% | 163,243 | $6.5M |
| Squarepoint Ops LLC | 0.02% | Add +841.5% | 162,587 | $6.5M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +21.6% | 162,052 | $6.5M |
| First Manhattan Co. Llc. | 0.02% | Reduce -4.8% | 159,335 | $6.4M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -0.4% | 158,944 | $6.4M |
| Korea Investment CORP | 0.02% | Reduce -43.7% | 158,507 | $6.4M |
| Jones Financial Companies LLLP | 0.01% | Add +38.7% | 154,340 | $6.2M |
| Bokf, NA | 0.11% | Reduce -20.1% | 152,171 | $6.1M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +8.5% | 151,012 | $6.1M |
| Bollard Group LLC | 0.16% | Add +0.7% | 150,739 | $6.0M |
| Resona Asset Management Co.,Ltd. | 0.03% | Add +9.3% | 148,323 | $5.9M |
| PGGM Investments | 0.08% | Add +26.4% | 147,986 | $5.9M |
| Nisa Investment Advisors, LLC | 0.03% | Add +8.9% | 136,473 | $5.5M |
| Arizona State Retirement System | 0.03% | Add +3.6% | 134,985 | $5.4M |
| Comerica Bank | 0.02% | Reduce -14.5% | 133,200 | $5.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | New | 133,114 | $5.3M |
| Intech Investment Management LLC | 0.05% | Add +122.8% | 131,081 | $5.3M |
| Forsta Ap-Fonden | 0.04% | Add +11.8% | 130,600 | $5.2M |
| Quantinno Capital Management LP | 0.03% | Add +27.8% | 129,722 | $5.2M |
| Alps Advisors Inc. | 0.03% | Add +7.8% | 128,448 | $5.1M |
| Lanark Financial, Inc. | 0.44% | — | 128,416 | $5.1M |
| Edgestream Partners, L.P. | 0.17% | Reduce -45.5% | 127,707 | $5.1M |
| State of Michigan Retirement System | 0.03% | Add +0.6% | 127,469 | $5.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.3% | 126,945 | $5.1M |
| Public Sector Pension Investment Board | 0.02% | Add +3.7% | 125,621 | $5.0M |
| Hanson & Doremus Investment Management | 0.73% | Add +6.2% | 123,884 | $5.0M |
| Sterling Capital Management LLC | 0.07% | Reduce -62.5% | 118,995 | $4.8M |
| Morton Community Bank | 1.19% | Reduce -1.4% | 113,275 | $4.5M |
| Wealthfront Advisers LLC | 0.01% | Add +16.0% | 109,129 | $4.4M |
| Corebridge Financial, Inc. | 0.02% | Reduce -2.3% | 107,957 | $4.3M |
| Czech National Bank | 0.04% | Add +6.7% | 107,938 | $4.3M |
| Patton Fund Management, Inc. | 1.04% | New | 106,673 | $4.3M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -31.0% | 106,082 | $4.3M |
| ProShare Advisors LLC | 0.01% | Reduce -0.3% | 105,362 | $4.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | No change | 103,121 | $4.1M |
| CPC Advisors, LLC | 0.56% | New | 102,172 | $4.1M |
| Moran Wealth Management, LLC | 0.13% | Add +5.2% | 97,470 | $3.9M |
| Cibc World Market Inc. | 0.01% | Reduce -4.8% | 97,201 | $3.9M |
| Glenmede Trust Co. NA | 0.02% | Reduce -8.2% | 97,050 | $3.9M |
| Cetera Investment Advisers | 0.01% | Add +69.5% | 94,413 | $3.8M |
| Amalgamated Bank | 0.03% | Add +2.9% | 93,155 | $3.7M |
| Kennedy Capital Management LLC | 0.09% | Add +277.1% | 93,136 | $3.7M |
| Agf Management Ltd. | 0.02% | Add +336.4% | 92,369 | $3.7M |
| Premier Fund Managers Ltd | 0.13% | Reduce -10.0% | 90,000 | $3.6M |
| Alyeska Investment Group, L.P. | 0.01% | Add +11.1% | 89,313 | $3.6M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +4.0% | 89,268 | $3.6M |
| Sciencast Management LP | 0.82% | New | 88,594 | $3.6M |
| Walleye Capital LLC | 0.04% | Add +29.1% | 88,126 | $3.5M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -1.8% | 87,663 | $3.5M |
| NEOS Investment Management LLC | 0.07% | Add +156.8% | 85,912 | $3.4M |
| Hennion & Walsh Asset Management, Inc. | 0.15% | Add +20.0% | 85,618 | $3.4M |
| Yousif Capital Management, LLC | 0.04% | Reduce -3.0% | 85,148 | $3.4M |
| Nebula Research & Development LLC | 0.31% | New | 83,842 | $3.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +90.7% | 80,394 | $3.2M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -4.0% | 80,266 | $3.2M |
| Corient Private Wealth LP | 0.01% | Reduce -1.2% | 78,933 | $3.2M |
| Community Trust & Investment Co. | 0.20% | Reduce -33.9% | 77,879 | $3.1M |
| Utah Retirement Systems | 0.04% | No change | 77,504 | $3.1M |
| Cerity Partners LLC | 0.01% | Reduce -31.9% | 77,013 | $3.1M |
| Pacer Advisors, Inc. | 0.01% | Reduce -25.5% | 75,252 | $3.0M |
| SVB Wealth LLC | 0.12% | Add +331.6% | 75,105 | $3.0M |
| Two Sigma Investments, LP | 0.01% | Reduce -24.2% | 74,705 | $3.0M |
| Schonfeld Strategic Advisors LLC | 0.02% | New | 73,854 | $3.0M |
| Federated Hermes, Inc. | 0.01% | Add +0.3% | 73,500 | $2.9M |
| Oppenheimer & Co. Inc. | 0.04% | Add +1.5% | 72,593 | $2.9M |
| J. Safra Sarasin Holding AG | 0.05% | Reduce -1.6% | 72,388 | $2.9M |
| Landscape Capital Management, L.L.C. | 0.26% | Add +38.4% | 72,304 | $2.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -14.7% | 72,282 | $2.9M |
| Dark Forest Capital Management LP | 0.13% | New | 72,051 | $2.9M |
| CIBC Asset Management Inc | 0.01% | Reduce -0.5% | 70,125 | $2.8M |
| Truist Financial Corp. | 0.00% | Reduce -7.9% | 68,399 | $2.7M |
| Teacher Retirement System of Texas | 0.01% | New | 68,189 | $2.7M |
| Meritage Portfolio Management | 0.18% | Reduce -2.3% | 67,057 | $2.7M |
| Xponance LLC | 0.03% | Add +3.6% | 66,207 | $2.7M |
| Jump Financial, LLC | 0.04% | Add +729.2% | 65,485 | $2.6M |
| Swiss Life Asset Management Ltd | 0.02% | Reduce -70.6% | 65,469 | $2.6M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -1.9% | 64,762 | $2.6M |
| Advisors Asset Management, Inc. | 0.05% | Reduce -36.2% | 64,662 | $2.6M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -16.0% | 64,075 | $2.6M |
| Lincoln Capital Corp. | 1.07% | New | 63,751 | $2.6M |
| New York Life Investment Management LLC | 0.03% | Reduce -0.5% | 63,621 | $2.6M |
| SG Americas Securities, LLC | 0.01% | Add +294.5% | 63,231 | $2.5M |
| iSAM Funds (UK) Ltd | 1.24% | New | 62,366 | $2.5M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +5.8% | 61,938 | $2.5M |
| Magnetar Financial LLC | 0.04% | New | 61,906 | $2.5M |
| Creative Planning | 0.00% | Add +11.3% | 61,212 | $2.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -1.4% | 59,527 | $2.4M |
| UniSuper Management Pty Ltd | 0.02% | Reduce -5.3% | 59,053 | $2.4M |
| Illinois Municipal Retirement Fund | 0.03% | Add +29.1% | 58,932 | $2.4M |
| Ascent Group, LLC | 0.10% | Add +3.4% | 58,387 | $2.3M |
| Tema ETFs LLC | 0.69% | Add +412.5% | 57,687 | $2.3M |
| OP Asset Management Ltd | 0.04% | — | 56,631 | $2.3M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +24.2% | 56,572 | $2.3M |
| Cibc World Markets Corp. | 0.02% | Reduce -22.3% | 56,541 | $2.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +2.5% | 55,607 | $2.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -46.4% | 55,538 | $2.2M |
| State of Alaska, Department of Revenue | 0.03% | Add +3.5% | 55,071 | $2.2M |
| DRW Securities, LLC | 0.19% | Reduce -83.2% | 54,602 | $2.2M |
| Summit Global Investments | 0.15% | Reduce -51.9% | 52,781 | $2.1M |
| Dynamic Technology Lab Private Ltd | 0.31% | New | 52,752 | $2.1M |
| Janus Henderson Group PLC | 0.00% | Reduce -28.4% | 52,323 | $2.1M |
| Capital Analysts, LLC | 0.08% | Add +0.6% | 50,416 | $2.0M |
| Machina Capital S.A.S. | 0.60% | Add +133.3% | 50,395 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +27.6% | 50,032 | $2.0M |
| Sustainable Insight Capital Management, LLC | 0.99% | Reduce -4.4% | 49,853 | $2.0M |
| Bessemer Group Inc. | 0.00% | Reduce -56.4% | 49,453 | $2.0M |
| Bank of Nova Scotia | 0.00% | Reduce -20.6% | 48,954 | $2.0M |
| Mariner, LLC | 0.00% | Add +8.1% | 48,919 | $2.0M |
| AMG National Trust Bank | 0.05% | Reduce -0.3% | 48,592 | $1.9M |
| Fox Hill Wealth Management | 1.13% | Reduce -3.0% | 47,655 | $1.9M |
| M&T Bank Corp | 0.01% | Reduce -9.6% | 47,599 | $1.9M |
| Sigma Planning Corp | 0.06% | Reduce -21.5% | 47,545 | $1.9M |
| 1832 Asset Management L.P. | 0.00% | Add +1.3% | 47,400 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -5.9% | 47,315 | $1.9M |
| Elo Mutual Pension Insurance Co | 0.04% | Reduce -0.0% | 47,244 | $1.9M |
| Aster Capital Management (DIFC) Ltd | 0.35% | New | 46,271 | $1.9M |
| DC Investments Management, LLC | 0.97% | Reduce -17.8% | 46,961 | $1.9M |
| Metis Global Partners, LLC | 0.05% | Add +4.1% | 46,789 | $1.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -7.8% | 46,688 | $1.9M |
| Rothschild Investment LLC | 0.12% | Add +0.1% | 44,053 | $1.8M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 44,014 | $1.8M |
| Pinnbrook Capital Management LP | 1.13% | New | 43,823 | $1.8M |
| HF Advisory Group, LLC | 0.76% | Reduce -4.1% | 43,638 | $1.7M |
| AlphaQuest LLC | 0.19% | New | 42,872 | $1.7M |
| Rakuten Investment Management, Inc. | 0.01% | — | 42,866 | $1.7M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -19.3% | 42,291 | $1.7M |
| Aigen Investment Management, LP | 0.26% | New | 41,256 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +3.7% | 41,253 | $1.7M |
| US Bancorp \de | 0.00% | Add +1.5% | 41,173 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +0.8% | 40,361 | $1.6M |
| Brevan Howard Capital Management LP | 0.05% | New | 40,310 | $1.6M |
| KBC Group NV | 0.01% | No change | 40,250 | $1.6M |
| Woodline Partners LP | 0.01% | Add +41.6% | 39,703 | $1.6M |
| Ninepoint Partners LP | 0.27% | No change | 38,901 | $1.6M |
| Marshall Wace, LLP | 0.00% | New | 38,477 | $1.5M |
| TD Private Client Wealth LLC | 0.04% | Add +299.2% | 38,272 | $1.5M |
| Mizuho Securities USA LLC | 0.03% | Reduce -14.9% | 37,628 | $1.5M |
| Wesbanco Bank Inc. | 0.05% | Reduce -3.6% | 37,481 | $1.5M |
| Meeder Advisory Services, Inc. | 0.09% | Add +13.5% | 37,070 | $1.5M |
| 111 Capital | 0.29% | New | 36,890 | $1.5M |
| Bailard, Inc. | 0.04% | Add +12.1% | 36,783 | $1.5M |
| Price Capital Management, Inc. | 3.71% | New | 36,730 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -2.9% | 36,243 | $1.5M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +10.2% | 36,034 | $1.4M |
| Allstate Corp. | 0.04% | Add +151.1% | 35,344 | $1.4M |
| Tredje AP-fonden | 0.01% | No change | 35,164 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Add +3.2% | 35,110 | $1.4M |
| Qsemble Capital Management, LP | 0.15% | New | 34,860 | $1.4M |
| Tounjian Advisory Partners, LLC | 0.26% | — | 34,136 | $1.4M |
| Oxford Financial Group, LTD. LLC | 0.09% | No change | 33,563 | $1.3M |
| Huntington National Bank | 0.01% | Add +46.0% | 33,268 | $1.3M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +9.4% | 33,165 | $1.3M |
| GTS Securities LLC | 0.06% | New | 32,584 | $1.3M |
| Aviso Financial Inc. | 0.06% | Add +2.0% | 32,080 | $1.3M |
| Virtu Financial LLC | 0.07% | New | 30,516 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +60.1% | 30,494 | $1.2M |
| CW Advisors, LLC | 0.01% | Add +5.1% | 30,331 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +0.2% | 30,268 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +0.2% | 30,268 | $1.2M |
| Everhart Financial Group, Inc. | 0.16% | Add +2.7% | 30,024 | $1.2M |
| Icon Advisers Inc. | 0.28% | No change | 30,000 | $1.2M |
| Simplex Trading, LLC | 0.04% | New | 29,702 | $1.2M |
| Sapient Capital LLC | 0.02% | Add +0.0% | 29,596 | $1.2M |
| Elevated Capital Advisors, LLC | 0.33% | Reduce -0.5% | 29,290 | $1.2M |
| Jackson Creek Investment Advisors LLC | 0.37% | Reduce -0.2% | 29,082 | $1.2M |
| Twinbeech Capital LP | 0.02% | New | 28,966 | $1.2M |
| USA Financial Formulas | 0.19% | Reduce -12.5% | 28,779 | $1.2M |
| Hartford Investment Management Co. | 0.04% | Reduce -1.0% | 28,757 | $1.2M |
| Shell Asset Management Co. | 0.05% | Add +2.6% | 28,213 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -82.7% | 28,188 | $1.1M |
| Finward Bancorp | 0.97% | Reduce -6.8% | 27,804 | $1.1M |
| Gulf International Bank (UK) Ltd | 0.04% | Reduce -15.2% | 27,599 | $1.1M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -8.9% | 27,406 | $1.1M |
| Strengthening Families & Communities, LLC | 0.67% | Add +4.1% | 27,593 | $1.1M |
| Centiva Capital, LP | 0.06% | New | 26,371 | $1.1M |
| FORA Capital, LLC | 0.11% | New | 26,122 | $1.0M |
| &partners | 0.01% | Reduce -2.5% | 26,158 | $1.0M |
| Baird Financial Group, Inc. | 0.00% | Add +1.8% | 25,744 | $1.0M |
| Trivium Point Advisory, LLC | 0.13% | Reduce -5.9% | 25,452 | $1.0M |
| CHICAGO TRUST Co NA | 0.19% | Add +2.9% | 25,383 | $1.0M |
| Spirit of America Management Corp. | 0.21% | Add +6.7% | 25,350 | $1.0M |
| Louisiana State Employees Retirement System | 0.02% | Add +0.8% | 25,300 | $1.0M |
| iA Global Asset Management Inc. | 0.02% | New | 25,103 | $1.0M |
| Norinchukin Bank, The | 0.02% | Add +16.2% | 24,978 | $1.0M |
| Securian Asset Management, Inc. | 0.03% | Reduce -1.2% | 24,786 | $994K |
| QRG Capital Management, Inc. | 0.01% | Add +35.5% | 24,739 | $992K |
| 1ST Source Bank | 0.06% | Reduce -2.3% | 24,633 | $988K |
| Board of the Pension Protection Fund | 1.13% | New | 24,600 | $986K |
| Harvest Fund Management Co., Ltd | 0.05% | Add +29.8% | 24,496 | $982K |
| Sherbrooke Park Advisers LLC | 0.45% | New | 23,840 | $956K |
| Prosperity Consulting Group, LLC | 0.07% | Reduce -1.2% | 23,574 | $945K |
| Penserra Capital Management LLC | 0.02% | Add +1890.8% | 23,511 | $942K |
| Nippon Life Global Investors Americas, Inc. | 0.05% | Add +53.5% | 23,110 | $926K |
| 1834 Investment Advisors Co. | 0.12% | Add +1.0% | 23,010 | $922K |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -35.8% | 22,917 | $916K |
| ING Groep NV | 0.01% | Reduce -50.9% | 22,606 | $906K |
| Ingalls & Snyder LLC | 0.03% | Reduce -5.0% | 22,239 | $892K |
| Moody National Bank Trust Division | 0.09% | Reduce -0.8% | 22,184 | $889K |
| My Legacy Advisors, LLC | 0.34% | Add +3.1% | 21,845 | $876K |
| New Mexico Educational Retirement Board | 0.03% | Add +1.9% | 21,800 | $874K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +0.4% | 21,615 | $873K |
| GAMMA Investing LLC | 0.07% | Add +19.1% | 21,735 | $871K |
| Blair William & Co. | 0.00% | Add +2.7% | 21,645 | $868K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -57.2% | 21,430 | $859K |
| Schnieders Capital Management LLC | 0.18% | Add +0.0% | 21,278 | $853K |
| Cohen Capital Management, Inc. | 0.15% | No change | 21,200 | $850K |
| Virtus Advisers, LLC | 0.56% | Add +303.2% | 20,922 | $839K |
| NFSG Corp | 0.20% | Add +76.0% | 20,911 | $838K |
| Nordea Investment Management AB | 0.00% | Add +0.6% | 20,787 | $835K |
| Oak Thistle LLC | 0.17% | Add +157.4% | 20,559 | $824K |
| Cornercap Investment Counsel Inc. | 0.43% | Reduce -1.3% | 20,558 | $824K |
| Union Bancaire Privee, UBP SA | 0.02% | New | 21,696 | $804K |
| Supplemental Annuity Collective Trust of NJ | 0.25% | No change | 20,000 | $802K |
| Praxis Investment Management Inc. | 0.05% | Add +82.1% | 19,960 | $800K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +5.2% | 19,806 | $794K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.1% | 19,537 | $783K |
| Tidal Investments LLC | 0.01% | Add +22.5% | 19,395 | $778K |
| Vestcor Inc | 0.03% | Add +18.3% | 18,980 | $761K |
| Ti-Trust, Inc. | 0.50% | No change | 18,950 | $760K |
| Farringdon Capital, Ltd. | 0.38% | New | 18,703 | $750K |
| Profund Advisors LLC | 0.03% | Reduce -26.6% | 18,509 | $742K |
| Scientech Research LLC | 0.20% | New | 18,469 | $740K |
| Abc Arbitrage SA | 0.14% | New | 18,385 | $737K |
| MAI Capital Management | 0.01% | Reduce -0.0% | 18,355 | $736K |
| Level Four Advisory Services, LLC | 0.03% | Add +0.4% | 18,253 | $732K |
| Venturi Wealth Management, LLC | 0.04% | Reduce -1.7% | 18,191 | $729K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -5.0% | 18,160 | $728K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.9% | 18,114 | $726K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +14.2% | 18,086 | $725K |
| Valeo Financial Advisors, LLC | 0.02% | Add +81.2% | 18,085 | $725K |
| Crumly & Associates Inc. | 0.20% | Reduce -3.3% | 18,009 | $722K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +26.5% | 17,856 | $716K |
| Inceptionr LLC | 0.21% | New | 17,732 | $711K |
| Transcend Capital Advisors, LLC | 0.05% | No change | 17,726 | $711K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 17,709 | $710K |
| Bridgefront Capital, LLC | 0.20% | New | 17,566 | $704K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.7% | 17,482 | $701K |
| Boothbay Fund Management, LLC | 0.03% | New | 17,337 | $695K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 17,316 | $694K |
| Moors & Cabot, Inc. | 0.04% | Reduce -12.3% | 17,243 | $691K |
| Prudent Man Advisors, LLC | 0.25% | Add +2.8% | 17,239 | $691K |
| Stableford Capital II LLC | 0.29% | No change | 17,574 | $690K |
| MML Investors Services, LLC | 0.00% | Add +7.7% | 17,171 | $688K |
| Northwest & Ethical Investments L.P. | 0.02% | Add +198.6% | 16,862 | $675K |
| Johnson Investment Counsel Inc. | 0.01% | Add +2.5% | 16,680 | $669K |
| Strategy Asset Managers LLC | 0.14% | New | 16,604 | $666K |
| Csenge Advisory Group | 0.04% | Add +0.0% | 16,830 | $661K |
| Horizon Bancorp Inc. | 0.37% | No change | 16,197 | $649K |
| Amica Mutual Insurance Co. | 0.07% | Reduce -21.1% | 16,099 | $645K |
| Annex Advisory Services, LLC | 0.02% | No change | 15,901 | $637K |
| Centennial Wealth Advisory LLC | 0.23% | Reduce -19.8% | 15,673 | $628K |
| Lazard Asset Management LLC | 0.00% | Reduce -35.3% | 15,663 | $627K |
| Entropy Technologies, LP | 0.06% | New | 15,476 | $620K |
| Keybank National Association | 0.00% | Add +1.3% | 15,363 | $616K |
| Contravisory Investment Management, Inc. | 0.13% | Reduce -0.5% | 15,314 | $614K |
| Fox Run Management, L.L.C. | 0.09% | New | 15,011 | $602K |
| Atria Investments, Inc | 0.01% | Reduce -19.8% | 15,000 | $601K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.9% | 14,947 | $599K |
| Nomura Holdings Inc. | 0.00% | Reduce -3.5% | 14,837 | $595K |
| Alan B Lancz & Associates, Inc. | 0.63% | No change | 14,765 | $592K |
| Empirical Finance, LLC | 0.03% | Add +4.8% | 14,427 | $578K |
| MQS Management LLC | 0.33% | New | 14,406 | $578K |
| Commerce Bank | 0.00% | Add +29.8% | 14,294 | $573K |
| Caprock Group, LLC | 0.02% | Reduce -44.5% | 14,169 | $568K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -0.4% | 14,148 | $567K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.8% | 14,096 | $565K |
| Kimelman & Baird, LLC | 0.05% | No change | 13,950 | $559K |
| Achmea Investment Management B.V. | 0.01% | New | 13,929 | $558K |
| Mgo One Seven LLC | 0.02% | Add +2.8% | 13,808 | $554K |
| Savant Capital, LLC | 0.00% | Reduce -75.0% | 13,689 | $549K |
| Frontier Capital Management Co. LLC | 0.01% | Add +1.4% | 13,680 | $548K |
| Farther Finance Advisors, LLC | 0.01% | Add +305.0% | 13,542 | $547K |
| Verdence Capital Advisors LLC | 0.04% | Add +25.6% | 13,562 | $544K |
| Cary Street Partners Financial LLC | 0.02% | New | 13,446 | $539K |
| HB Wealth Management, LLC | 0.00% | Add +49.9% | 13,424 | $538K |
| Prossimo Advisors, LLC | 0.40% | Reduce -0.1% | 13,373 | $536K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +24.0% | 13,269 | $532K |
| Investment Management Corp of Ontario | 0.01% | Add +5.6% | 13,203 | $529K |
| Pathway Financial Advisers, LLC | 0.18% | Reduce -41.1% | 12,844 | $515K |
| Danske Bank A/S | 0.00% | No change | 12,778 | $512K |
| Walleye Trading LLC | 0.01% | New | 12,475 | $500K |
| Williamson Legacy Group, LLC | 0.47% | Add +70.3% | 12,449 | $499K |
| Holistic Financial Partners | 0.24% | Reduce -16.7% | 12,356 | $495K |
| Focus Partners Wealth | 0.00% | Add +1.7% | 12,345 | $495K |
| OneDigital Investment Advisors LLC | 0.01% | Add +6.6% | 12,276 | $492K |
| Archer Investment Corp | 0.13% | No change | 12,237 | $491K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -15.7% | 12,170 | $488K |
| Vident Advisory, LLC | 0.01% | Add +108.1% | 12,007 | $481K |
| Worldquant Millennium Advisors LLC | 0.00% | New | 11,997 | $481K |
| William Blair Investment Management, LLC | 0.00% | Reduce -10.1% | 11,864 | $476K |
| V-Square Quantitative Management LLC | 0.07% | Reduce -3.5% | 11,745 | $471K |
| Horizon Investment Services, LLC | 0.23% | Reduce -0.9% | 11,562 | $464K |
| Two Sigma Securities, LLC | 0.07% | New | 11,531 | $462K |
| Spectrum Wealth Counsel, LLC | 0.05% | Reduce -6.5% | 11,225 | $450K |
| United Services Automobile Association | 0.01% | No change | 11,189 | $447K |
| ASR Vermogensbeheer N.V. | 0.01% | — | 11,102 | $445K |
| EntryPoint Capital, LLC | 0.20% | New | 11,060 | $443K |
| SageView Advisory Group, LLC | 0.02% | Reduce -6.4% | 11,031 | $442K |
| Private Advisor Group, LLC | 0.00% | Add +1.9% | 11,012 | $441K |
| Compound Planning, Inc. | 0.02% | Add +72.8% | 10,938 | $438K |
| Prudential PLC | 0.00% | No change | 10,473 | $420K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +138.8% | 10,135 | $406K |
| Quantum Portfolio Management LLC | 0.21% | Add +38.4% | 10,115 | $406K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +5.1% | 10,102 | $405K |
| Cherokee Insurance Co | 0.18% | No change | 10,000 | $401K |
| NJ State Employees Deferred Compensation Plan | 0.05% | No change | 10,000 | $401K |
| Fifth Third Bancorp | 0.00% | Reduce -3.7% | 9,987 | $400K |
| Advisory Services Network, LLC | 0.01% | Add +0.3% | 9,725 | $390K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.1% | 9,564 | $383K |
| UMB Bank, n.a. | 0.01% | Add +2.6% | 9,383 | $376K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -1.4% | 9,372 | $376K |
| Townsquare Capital LLC | 0.00% | Add +26.5% | 9,371 | $376K |
| McKinley Carter Wealth Services, Inc. | 0.02% | No change | 9,258 | $371K |
| D. E. Shaw & Co. | 0.00% | Add +19.7% | 9,113 | $365K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -1.1% | 9,023 | $362K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.02% | Add +66.7% | 9,000 | $361K |
| Chicago Partners Investment Group LLC | 0.01% | Add +3.5% | 8,902 | $360K |
| Beverly Hills Private Wealth, LLC | 0.07% | Reduce -1.2% | 8,919 | $358K |
| OneAscent Investment Solutions LLC | 0.42% | — | 8,911 | $357K |
| International Private Wealth Advisors LLC | 0.34% | Reduce -31.1% | 8,884 | $356K |
| Ballentine Partners, LLC | 0.01% | Add +4.0% | 8,790 | $352K |
| Vontobel Holding Ltd. | 0.00% | Reduce -29.4% | 8,661 | $347K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 8,638 | $346K |
| IHT Wealth Management, LLC | 0.01% | Reduce -4.7% | 8,622 | $346K |
| Silver Oak Securities, Incorporated | 0.03% | New | 8,635 | $345K |
| Regions Financial Corp. | 0.00% | Reduce -1.9% | 8,521 | $342K |
| Regent Peak Wealth Advisors LLC | 0.08% | Reduce -0.6% | 8,498 | $341K |
| United Capital Financial Advisors, LLC | 0.00% | Add +2.4% | 8,489 | $340K |
| Geneos Wealth Management Inc. | 0.01% | Add +24.1% | 8,319 | $334K |
| Mufg Securities Americas Inc. | 0.04% | Add +20.7% | 8,318 | $333K |
| World Investment Advisors | 0.01% | Reduce -0.1% | 8,239 | $330K |
| Aurora Investment Counsel | 0.18% | Reduce -6.0% | 8,218 | $329K |
| Headlands Technologies LLC | 0.04% | New | 8,134 | $326K |
| Calydon Capital | 0.06% | Add +1.9% | 8,122 | $326K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +26.9% | 8,097 | $325K |
| Choreo, LLC | 0.01% | Add +21.2% | 8,084 | $324K |
| Hutchens & Kramer Investment Management Group, LLC | 0.18% | No change | 8,062 | $323K |
| MBB Public Markets I LLC | 0.04% | New | 8,024 | $322K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Add +10.5% | 8,022 | $322K |
| Bedel Financial Consulting, Inc. | 0.05% | No change | 8,151 | $321K |
| Lumbard & Kellner, LLC | 0.14% | No change | 8,000 | $321K |
| 3Chopt Investment Partners, LLC | 0.08% | New | 7,906 | $317K |
| Blueshift Asset Management, LLC | 0.12% | New | 7,717 | $309K |
| Brown Brothers Harriman & Co. | 0.00% | Add +21.1% | 7,715 | $309K |
| Cresset Asset Management, LLC | 0.00% | Reduce -11.0% | 7,664 | $307K |
| Callan Family Office, LLC | 0.02% | Add +1.4% | 7,663 | $307K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 7,611 | $305K |
| CI Investments Inc. | 0.00% | Reduce -0.9% | 7,567 | $303K |
| Merit Financial Group, LLC | 0.00% | Add +20.0% | 7,523 | $302K |
| Invst, LLC | 0.04% | Reduce -0.1% | 7,509 | $301K |
| Modern Wealth Management, LLC | 0.01% | Reduce -3.1% | 7,450 | $299K |
| Resonant Capital Advisors, LLC | 0.02% | Add +3.9% | 7,448 | $299K |
| Shepherd Financial Partners LLC | 0.03% | Add +1.7% | 7,371 | $295K |
| Petrus Trust Company, LTA | 0.03% | New | 7,314 | $293K |
| NewEdge Wealth, LLC | 0.01% | Reduce -13.3% | 7,244 | $290K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -1.6% | 7,229 | $290K |
| Longboard Asset Management, LP | 0.85% | No change | 7,200 | $289K |
| Kiker Wealth Management, LLC | 0.19% | Reduce -12.6% | 6,946 | $278K |
| Signaturefd, LLC | 0.01% | Add +16.7% | 6,895 | $276K |
| Hilltop Partners LLC | 0.09% | No change | 6,892 | $276K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +0.0% | 6,822 | $273K |
| Horizon Investments, LLC | 0.01% | Add +9.8% | 6,792 | $270K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 6,729 | $270K |
| Summit Financial, LLC | 0.01% | Add +9.9% | 6,728 | $270K |
| Jacobi Capital Management LLC | 0.02% | Add +1.9% | 6,718 | $269K |
| HighPoint Advisor Group LLC | 0.02% | Add +5.8% | 6,773 | $269K |
| Ethic Inc. | 0.01% | Add +9.3% | 6,648 | $269K |
| Redmond Asset Management, LLC | 0.07% | No change | 6,674 | $268K |
| Sowell Financial Services LLC | 0.01% | New | 6,582 | $264K |
| Wolverine Trading, LLC | 0.01% | New | 6,429 | $257K |
| Skyline Advisors, Inc. | 0.10% | Add +0.1% | 6,381 | $256K |
| Anb Bank | 0.11% | New | 6,367 | $255K |
| GAMCO Investors | 0.00% | Add +10.5% | 6,300 | $253K |
| CreativeOne Wealth, LLC | 0.01% | New | 6,296 | $252K |
| Arkadios Wealth Advisors | 0.01% | New | 6,263 | $251K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -5.7% | 6,074 | $244K |
| ARS Wealth Advisors Group, LLC | 0.03% | New | 5,940 | $238K |
| Evolution Advisers, Inc. | 0.12% | No change | 5,932 | $237K |
| Proficio Capital Partners LLC | 0.02% | New | 5,909 | $237K |
| Clarius Group, LLC | 0.01% | Add +0.5% | 5,905 | $237K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 5,899 | $236K |
| Wetzel Investment Advisors, Inc. | 0.12% | Reduce -16.1% | 5,826 | $234K |
| PDS Planning, Inc | 0.02% | Add +1.6% | 5,825 | $234K |
| Cooper Financial Group | 0.03% | Add +3.7% | 5,737 | $230K |
| Wedbush Securities Inc. | 0.01% | No change | 5,700 | $229K |
| Sage Mountain Advisors LLC | 0.02% | Reduce -11.2% | 5,704 | $229K |
| Versor Investments LP | 0.04% | New | 5,700 | $229K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 5,688 | $228K |
| Knollwood Investment Advisory, LLC | 0.03% | No change | 5,671 | $227K |
| Alaska Permanent Fund Corp | 0.00% | No change | 5,780 | $226K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -89.3% | 5,602 | $225K |
| New Age Alpha Advisors, LLC | 0.01% | Add +26.1% | 5,591 | $224K |
| Mark Sheptoff Financial Planning, LLC | 0.12% | Add +1.9% | 5,500 | $220K |
| Arax Advisory Partners | 0.01% | Add +29.2% | 5,489 | $220K |
| Ostrum Asset Management | 0.01% | Reduce -2.6% | 5,487 | $220K |
| Cornerstone Wealth Group, LLC | 0.02% | New | 5,445 | $218K |
| Park National Corp. | 0.01% | Reduce -1.1% | 5,432 | $218K |
| Synovus Financial Corp. | 0.00% | New | 5,418 | $217K |
| Ritholtz Wealth Management | 0.01% | New | 5,414 | $217K |
| Monarch Capital Management Inc. | 0.06% | New | 5,370 | $215K |
| Siemens Fonds Invest GmbH | 0.01% | New | 5,367 | $215K |
| Olympiad Research LP | 0.25% | New | 5,293 | $212K |
| Freestone Capital Holdings, LLC | 0.01% | New | 5,283 | $212K |
| LMR Partners LLP | 0.01% | New | 5,273 | $211K |
| Barnes Wealth Management Group, Inc | 0.14% | New | 5,270 | $211K |
| TrueMark Investments, LLC | 0.06% | New | 5,247 | $210K |
| Indiana Trust & Investment Management Co | 0.08% | No change | 5,237 | $210K |
| Continuum Advisory, LLC | 0.03% | Reduce -11.3% | 5,234 | $210K |
| Stanley-Laman Group, Ltd. | 0.03% | New | 5,221 | $209K |
| Mather Group, Llc. | 0.00% | Add +13.0% | 5,189 | $208K |
| Prelude Capital Management, LLC | 0.02% | Reduce -91.0% | 5,181 | $208K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 5,177 | $208K |
| Rehmann Capital Advisory Group | 0.01% | New | 5,145 | $206K |
| CX Institutional | 0.01% | New | 5,143 | $206K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +7.1% | 5,107 | $205K |
| Total Clarity Wealth Management, Inc. | 0.07% | No change | 5,550 | $204K |
| CIBC Private Wealth Group LLC | 0.00% | Add +3.5% | 5,492 | $204K |
| Richardson Financial Services Inc. | 0.15% | Reduce -3.9% | 5,074 | $203K |
| Brighton Jones LLC | 0.01% | New | 5,044 | $202K |
| Long Run Wealth Advisors, LLC | 0.05% | Reduce -12.2% | 5,035 | $202K |
| Pandora Wealth, Inc. | 0.13% | — | 5,000 | $200K |
| Lindbrook Capital, LLC | 0.02% | Add +103.1% | 4,810 | $193K |
| IFP Advisors, Inc | 0.01% | Add +2.7% | 4,183 | $179K |
| Blue Trust, Inc. | 0.00% | Add +16.2% | 4,315 | $173K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +87.7% | 4,132 | $166K |
| Versant Capital Management, Inc | 0.03% | Add +29.5% | 4,108 | $165K |
| Principal Securities, Inc. | 0.00% | No change | 4,382 | $161K |
| Avalon Trust Co | 0.01% | No change | 4,000 | $160K |
| Group One Trading LLC | 0.01% | New | 3,982 | $160K |
| HM Payson & Co. | 0.00% | Reduce -4.6% | 3,721 | $149K |
| Frazier Financial Advisors, LLC | 0.11% | No change | 3,595 | $144K |
| Parallel Advisors, LLC | 0.00% | Reduce -7.0% | 3,577 | $143K |
| Ossiam | 0.00% | New | 3,468 | $139K |
| Centaurus Financial, Inc. | 0.01% | No change | 3,400 | $136K |
| Harbour Investments, Inc. | 0.00% | Add +7.6% | 3,373 | $135K |
| Allworth Financial LP | 0.00% | Add +2.4% | 3,127 | $124K |
| Hartford Financial Management Inc. | 0.02% | No change | 3,000 | $120K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +13.8% | 2,801 | $112K |
| Quarry LP | 0.03% | Add +172.8% | 2,714 | $109K |
| State of Wyoming | 0.01% | Reduce -79.3% | 2,671 | $107K |
| Acadian Asset Management LLC | 0.00% | New | 2,631 | $105K |
| Bayforest Capital Ltd | 0.04% | New | 2,559 | $103K |
| Creekmur Asset Management LLC | 0.02% | No change | 2,534 | $102K |
| TD Waterhouse Canada Inc. | 0.00% | Add +48.0% | 2,484 | $100K |
| Assetmark, Inc. | 0.00% | Reduce -1.9% | 2,489 | $100K |
| Smartleaf Asset Management LLC | 0.01% | Add +2.2% | 2,323 | $93K |
| Ascentis Wealth Management, LLC | 0.03% | New | 2,278 | $92K |
| Eastern Bank | 0.00% | No change | 2,161 | $87K |
| Friedenthal Financial | 0.05% | New | 2,003 | $80K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +146.6% | 1,983 | $80K |
| Quadrant Capital Group LLC | 0.00% | Add +1.8% | 1,912 | $77K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 1,908 | $76K |
| Leonteq Securities AG | 0.01% | No change | 1,878 | $75K |
| Intact Investment Management Inc. | 0.00% | No change | 1,800 | $72K |
| Rossby Financial, LCC | 0.03% | New | 1,755 | $69K |
| Strategic Investment Solutions, Inc. | 0.02% | No change | 1,671 | $67K |
| National Pension Service | 0.00% | Reduce -99.8% | 1,640 | $66K |
| Amica Retiree Medical Trust | 0.10% | Reduce -32.7% | 1,606 | $64K |
| Hemington Wealth Management | 0.01% | Add +39.4% | 1,551 | $62K |
| Bellwether Advisors, LLC | 0.01% | No change | 1,505 | $60K |
| Costello Asset Management, INC | 0.02% | No change | 1,500 | $60K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,500 | $60K |
| Brooklyn Investment Group | 0.01% | Add +57.3% | 1,370 | $55K |
| Cromwell Holdings LLC | 0.03% | Add +2.0% | 1,341 | $54K |
| Rise Advisors, LLC | 0.02% | Add +1.9% | 1,331 | $53K |
| Legacy Wealth Managment, LLC | 0.04% | No change | 1,293 | $52K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -1.8% | 1,224 | $49K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +5.9% | 1,202 | $48K |
| Gen-Wealth Partners Inc | 0.02% | Reduce -21.1% | 1,104 | $44K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 1,090 | $44K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 1,076 | $43K |
| Delta Asset Management LLC | 0.00% | Reduce -3.7% | 1,050 | $42K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 1,030 | $41K |
| MCF Advisors LLC | 0.00% | Add +0.4% | 1,025 | $41K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,102 | $41K |
| Quent Capital, LLC | 0.00% | Add +44.7% | 1,003 | $40K |
| Spire Wealth Management | 0.00% | Reduce -8.6% | 964 | $39K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 928 | $37K |
| Logan Capital Management Inc. | 0.00% | No change | 891 | $36K |
| Larson Financial Group LLC | 0.00% | Add +48.8% | 811 | $33K |
| First Community Trust NA | 0.03% | No change | 792 | $32K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +64.2% | 765 | $31K |
| Colonial Trust Advisors | 0.00% | No change | 750 | $30K |
| Country Trust Bank | 0.00% | New | 700 | $28K |
| Tobam | 0.01% | Reduce -46.0% | 687 | $28K |
| Covestor Ltd | 0.02% | Add +28.3% | 662 | $27K |
| Parkside Financial Bank & Trust | 0.00% | No change | 670 | $27K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 651 | $26K |
| Barrett & Company, Inc. | 0.01% | No change | 650 | $26K |
| Manchester Capital Management LLC | 0.00% | Reduce -30.9% | 645 | $26K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 635 | $25K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -0.9% | 623 | $25K |
| West Branch Capital LLC | 0.01% | Add +0.2% | 601 | $24K |
| Sandy Spring Bank | 0.00% | Add +669.2% | 600 | $24K |
| Caldwell Trust Co | 0.00% | No change | 594 | $24K |
| LRI Investments, LLC | 0.00% | No change | 534 | $21K |
| Perkins Coie Trust Co | 0.00% | Add +1.5% | 529 | $21K |
| Johnson Financial Group, Inc. | 0.00% | Add +23.8% | 525 | $21K |
| Hexagon Capital Partners LLC | 0.00% | Add +11.0% | 524 | $21K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 522 | $21K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 518 | $21K |
| Riverview Trust Co | 0.02% | Reduce -7.1% | 500 | $20K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 500 | $20K |
| Bank of New Hampshire | 0.01% | No change | 500 | $20K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 500 | $20K |
| Salem Investment Counselors Inc. | 0.00% | No change | 500 | $20K |
| Private Trust Co. NA | 0.00% | Reduce -22.5% | 482 | $19K |
| CENTRAL TRUST Co | 0.00% | Reduce -9.0% | 464 | $19K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 460 | $18K |
| Monetary Management Group Inc. | 0.00% | Reduce -76.7% | 455 | $18K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 450 | $18K |
| Park Place Capital Corp | 0.00% | No change | 441 | $18K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 434 | $17K |
| CoreCap Advisors, LLC | 0.00% | No change | 433 | $17K |
| Kentucky Trust Co | 0.01% | No change | 425 | $17K |
| Financial Avengers, Inc. | 0.01% | Add +0.7% | 408 | $16K |
| Main Street Group, LTD | 0.01% | No change | 400 | $16K |
| St Germain D J Co. Inc. | 0.00% | Reduce -93.0% | 400 | $16K |
| Wolff Wiese Magana LLC | 0.01% | No change | 395 | $16K |
| TruNorth Capital Management, LLC | 0.00% | No change | 383 | $15K |
| Key Financial Inc | 0.00% | No change | 378 | $15K |
| Beacon Capital Management, LLC | 0.00% | No change | 359 | $14K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -9.9% | 347 | $14K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -77.8% | 346 | $14K |
| Crewe Advisors LLC | 0.00% | No change | 335 | $13K |
| Motco | 0.00% | Reduce -41.6% | 332 | $13K |
| NewSquare Capital LLC | 0.00% | Add +606.4% | 332 | $13K |
| Webster Bank, N. A. | 0.00% | No change | 330 | $13K |
| S&T Bank | 0.00% | Add +10.8% | 327 | $13K |
| Grove Bank & Trust | 0.00% | Add +165.3% | 321 | $13K |
| Graybill Wealth Management, LTD. | 0.00% | — | 300 | $12K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +430.4% | 297 | $12K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -2.0% | 290 | $12K |
| Pingora Partners LLC | 0.01% | No change | 280 | $11K |
| Creative Financial Designs Inc. | 0.00% | Add +1.8% | 280 | $11K |
| Coston, McIsaac & Partners | 0.00% | No change | 282 | $11K |
| Fortis Group Advisors, LLC | 0.00% | No change | 257 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 250 | $10K |
| North Star Investment Management Corp. | 0.00% | No change | 250 | $10K |
| JNBA Financial Advisors | 0.00% | No change | 244 | $10K |
| Fortitude Family Office, LLC | 0.00% | No change | 241 | $10K |
| ORG Partners LLC | 0.00% | No change | 226 | $9K |
| Park Square Financial Group, LLC | 0.01% | No change | 205 | $8K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 204 | $8K |
| Tsfg, LLC | 0.00% | No change | 200 | $8K |
| DT Investment Partners, LLC | 0.00% | No change | 198 | $8K |
| Zions Bancorporation, National Association | 0.00% | — | 187 | $7K |
| Bellevue Asset Management, LLC | 0.00% | Add +0.6% | 184 | $7K |
| Saudi Central Bank | 0.04% | New | 184 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 181 | $7K |
| FSA Wealth Management LLC | 0.00% | No change | 181 | $7K |
| Whipplewood Advisors, LLC | 0.00% | Add +1.2% | 167 | $7K |
| Darwin Wealth Management, LLC | 0.00% | No change | 192 | $7K |
| Sachetta, LLC | 0.00% | Reduce -6.9% | 176 | $7K |
| Smithfield Trust Co | 0.00% | No change | 140 | $6K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -11.9% | 148 | $6K |
| First Horizon Advisors, Inc. | 0.00% | Add +17.7% | 146 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Add +609.5% | 149 | $6K |
| Financial Management Professionals, Inc. | 0.00% | Add +258.3% | 129 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 118 | $5K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +2.6% | 117 | $5K |
| True Wealth Design, LLC | 0.00% | Add +342.3% | 115 | $5K |
| Mb, Levis & Associates, LLC | 0.00% | Add +0.9% | 115 | $5K |
| MV Capital Management, Inc. | 0.00% | No change | 114 | $5K |
| Flaharty Asset Management, LLC | 0.00% | New | 110 | $4K |
| WPG Advisers, LLC | 0.00% | Add +52.9% | 107 | $4K |
| TD Capital Management LLC | 0.00% | No change | 100 | $4K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -16.0% | 100 | $4K |
| Dunhill Financial, LLC | 0.00% | Reduce -6.7% | 97 | $4K |
| Golden State Wealth Management, LLC | 0.00% | No change | 92 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 91 | $4K |
| Reyes Financial Architecture, Inc. | 0.00% | New | 90 | $4K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 86 | $3K |
| Ameriflex Group, Inc. | 0.00% | Add +1.2% | 83 | $3K |
| Wealth Preservation Advisors, LLC | 0.00% | — | 82 | $3K |
| Sierra Ocean, LLC | 0.00% | No change | 80 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 75 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 82 | $3K |
| TCTC Holdings, LLC | 0.00% | No change | 74 | $3K |
| Capital A Wealth Management, LLC | 0.00% | Add +294.4% | 71 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +14.0% | 65 | $3K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | Reduce -12.3% | 64 | $3K |
| Barnes Dennig Private Wealth Management LLC | 0.00% | — | 54 | $2K |
| SouthState Bank Corp | 0.00% | New | 54 | $2K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 56 | $2K |
| GW&K Investment Management, LLC | 0.00% | No change | 54 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 48 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 40 | $2K |
| CVA Family Office, LLC | 0.00% | Add +66.7% | 40 | $2K |
| Global Financial Private Client, LLC | 0.00% | Add +254.6% | 39 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 37 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 35 | $1K |
| Rialto Wealth Management, LLC | 0.00% | New | 32 | $1K |
| WealthTrak Capital Management LLC | 0.00% | Add +50.0% | 30 | $1K |
| Millstone Evans Group, LLC | 0.00% | No change | 27 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 37 | $1K |
| Avion Wealth | 0.00% | No change | 32 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 25 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 24 | $963 |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 23 | $922 |
| Clark Wealth Partners | 0.00% | New | 23 | $922 |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 21 | $842 |
| TFC Financial Management, Inc. | 0.00% | No change | 19 | $769 |
| Principia Wealth Advisory, LLC | 0.00% | Add +28.6% | 18 | $687 |
| Hughes Financial Services, LLC | 0.00% | New | 15 | $606 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 12 | $481 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 9 | $361 |
| Valued Wealth Advisors LLC | 0.00% | No change | 9 | $361 |
| Colonial Trust Co / SC | 0.00% | New | 9 | $361 |
| American Capital Advisory, LLC | 0.00% | New | 7 | $281 |
| HFM Investment Advisors, LLC | 0.00% | — | 6 | $241 |
| Redwood Park Advisors LLC | 0.00% | New | 5 | $201 |
| Private Wealth Management Group, LLC | 0.00% | No change | 5 | $201 |
| Chesapeake Asset Management LLC | 0.00% | No change | 5 | $200 |
| Stonebridge Financial Group, LLC | 0.00% | New | 5 | $200 |
| High Note Wealth, LLC | 0.00% | No change | 4 | $160 |
| GoalVest Advisory LLC | 0.00% | New | 4 | $160 |
| Cape Investment Advisory, Inc. | 0.00% | No change | 3 | $120 |
"% of holder's portfolio" is NI's weight in each manager's 13F, not the share of Nisource Inc. the manager owns.