NisourceNI

13F holders, Q1 2025 (March 31)
796holders +61
119new positions
59sold out
7famous investors
$40.08avg. 13F price*

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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions119$292.6M
Exits59$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.