NisourceNI
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 774 institutions reported holding Nisource Inc. (NI) in their 13F filings, down 22 from Q1 2025. 62 opened new positions and 83 sold out. The largest holders were Vanguard Group Inc. ($2.5B), BlackRock, Inc. ($2.0B) and T. Rowe Price Investment Management, Inc. ($1.6B). 7 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Nisource Inc.
- Sector
- Utilities
- CUSIP
- 65473P105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $120.8M |
| Exits | 83 | $125.0M |
All 13F filers, Q1 2025 → Q2 2025: 40,719,094 shares bought and 26,689,605 shares sold, net +14,029,489 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 774 holders
| Vanguard Group Inc. | 0.04% | Add +0.9% | 61,422,062 | $2.5B |
| BlackRock, Inc. | 0.04% | Add +1.4% | 48,391,367 | $2.0B |
| T. Rowe Price Investment Management, Inc. | 1.04% | Add +69.5% | 40,716,565 | $1.6B |
| State Street Corp. | 0.04% | Add +4.1% | 24,726,001 | $997.4M |
| Deutsche Bank AG | 0.21% | Reduce -4.3% | 13,976,089 | $563.8M |
| Geode Capital Management, LLC | 0.03% | Add +1.0% | 12,243,523 | $491.8M |
| Jennison Associates LLC | 0.28% | Add +1.4% | 11,734,790 | $473.4M |
| FMR LLC | 0.02% | Reduce -12.8% | 9,865,386 | $398.0M |
| JPMorgan Chase & Co. | 0.02% | Reduce -16.6% | 8,312,117 | $335.3M |
| Invesco Ltd. | 0.06% | Add +1.4% | 8,017,350 | $323.4M |
| Norges Bank | 0.04% | Add +36.9% | 7,351,085 | $296.5M |
| Capital International Investors | 0.05% | Add +0.7% | 7,070,566 | $285.2M |
| Cohen & Steers, Inc. | 0.51% | Reduce -15.0% | 6,940,004 | $280.0M |
| Franklin Resources Inc. | 0.07% | Reduce -1.4% | 6,541,353 | $263.9M |
| Newport Trust Company, LLC | 0.57% | Reduce -0.9% | 5,936,362 | $239.5M |
| Bank of Montreal | 0.11% | Reduce -0.6% | 5,355,191 | $216.0M |
| Morgan Stanley | 0.01% | Reduce -1.3% | 4,838,465 | $195.2M |
| Royal Bank of Canada | 0.04% | Reduce -3.3% | 4,647,143 | $187.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +17.8% | 4,532,806 | $182.9M |
| Northern Trust Corp. | 0.03% | Reduce -2.5% | 4,520,576 | $182.4M |
| Pictet Asset Management Holding SA | 0.18% | Reduce -5.3% | 4,482,807 | $180.8M |
| UBS Group AG | 0.04% | Add +65.9% | 4,437,948 | $179.0M |
| Soroban Capital Partners LP | 1.74% | Add +52.0% | 4,434,245 | $178.9M |
| Legal & General Group Plc | 0.04% | Add +2.9% | 4,230,319 | $170.7M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +1.3% | 4,215,924 | $170.1M |
| Bank of New York Mellon Corp | 0.03% | Reduce -5.6% | 3,775,960 | $152.3M |
| Bank of America Corp. | 0.01% | Add +7.0% | 3,772,060 | $152.2M |
| Reaves W H & Co. Inc. | 3.33% | Reduce -10.4% | 3,721,899 | $150.1M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -35.2% | 3,585,793 | $144.7M |
| Duff & Phelps Investment Management Co. | 1.57% | Reduce -6.1% | 3,318,415 | $133.9M |
| Merewether Investment Management, LP | 3.49% | Add +55.2% | 3,006,194 | $121.3M |
| Citadel Advisors | 0.10% | Add +75.0% | 2,715,269 | $109.5M |
| Alkeon Capital Management LLC | 0.50% | Add +4.1% | 2,561,500 | $103.3M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -1.6% | 2,436,899 | $98.3M |
| Thrivent Financial for Lutherans | 0.22% | Reduce -31.8% | 2,379,437 | $96.0M |
| Wellington Management Group LLP | 0.02% | Reduce -48.4% | 2,274,327 | $91.7M |
| First Trust Advisors LP | 0.06% | Reduce -5.2% | 1,956,214 | $78.9M |
| Nuveen, LLC | 0.02% | Add +8.6% | 1,945,466 | $78.5M |
| Prudential Financial Inc. | 0.10% | Add +37.0% | 1,939,637 | $78.2M |
| Principal Financial Group Inc. | 0.04% | Reduce -15.5% | 1,869,609 | $75.4M |
| Ameriprise Financial Inc. | 0.02% | Add +7.7% | 1,744,980 | $70.4M |
| California Public Employees Retirement System | 0.04% | Reduce -14.6% | 1,728,367 | $69.7M |
| Brookfield Corp | 0.08% | Reduce -7.1% | 1,716,418 | $69.2M |
| Amundi | 0.02% | Add +34.5% | 1,723,404 | $67.9M |
| TCW Group Inc. | 0.53% | Reduce -4.1% | 1,682,096 | $67.9M |
| Assenagon Asset Management S.A. | 0.10% | Add +142.9% | 1,609,374 | $64.9M |
| TD Asset Management Inc | 0.05% | Reduce -0.4% | 1,571,071 | $63.4M |
| Bahl & Gaynor LLC | 0.29% | Reduce -2.1% | 1,443,705 | $58.2M |
| Swiss National Bank | 0.03% | Add +8.2% | 1,424,500 | $57.5M |
| Epoch Investment Partners, Inc. | 0.29% | Reduce -4.2% | 1,375,517 | $55.5M |
| Renaissance Technologies | 0.07% | Add +171.0% | 1,364,290 | $55.0M |
| Barclays PLC | 0.02% | Reduce -18.6% | 1,329,881 | $53.6M |
| Aviva PLC | 0.11% | Add +6.9% | 1,315,320 | $53.1M |
| Vaughan David Investments LLC | 1.18% | Reduce -1.7% | 1,311,175 | $52.9M |
| Victory Capital Management Inc. | 0.03% | Add +23.8% | 1,225,659 | $49.4M |
| Thompson Siegel & Walmsley LLC | 0.83% | Reduce -29.6% | 1,217,288 | $49.1M |
| Employees Retirement System of Texas | 0.47% | Reduce -19.2% | 1,199,262 | $48.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +10.1% | 1,160,831 | $46.8M |
| Schroder Investment Management Group | 0.04% | Reduce -0.5% | 1,069,298 | $43.1M |
| ExodusPoint Capital Management, LP | 0.52% | Add +28.6% | 1,055,183 | $42.6M |
| Artemis Investment Management LLP | 0.52% | Reduce -31.0% | 1,001,162 | $40.4M |
| First Financial Bankshares Inc | 0.90% | Add +0.2% | 1,000,888 | $40.4M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -2.6% | 989,972 | $39.9M |
| Rhumbline Advisers | 0.03% | Add +1.6% | 984,133 | $39.7M |
| Verition Fund Management LLC | 0.24% | Add +84.8% | 975,096 | $39.3M |
| Voya Investment Management LLC | 0.04% | Reduce -2.2% | 969,200 | $39.1M |
| STRS Ohio | 0.14% | Add +2.2% | 945,825 | $38.2M |
| Capital International, Inc. | 0.37% | Reduce -0.7% | 932,791 | $37.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.20% | Add +4.3% | 930,276 | $37.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +10.1% | 915,818 | $36.9M |
| Yaupon Capital Management LP | 2.45% | Add +1.0% | 909,161 | $36.7M |
| Alliancebernstein L.P. | 0.01% | Add +31.9% | 891,876 | $36.0M |
| Ensign Peak Advisors, Inc | 0.06% | Reduce -1.4% | 870,430 | $35.1M |
| Retirement Systems of Alabama | 0.12% | Reduce -1.5% | 864,272 | $34.9M |
| Exchange Traded Concepts, LLC | 0.44% | Add +12.8% | 860,242 | $34.7M |
| HITE Hedge Asset Management LLC | 1.99% | Add +90.3% | 856,157 | $34.5M |
| BNP Paribas Financial Markets | 0.03% | Reduce -27.5% | 839,995 | $33.9M |
| HSBC Holdings PLC | 0.02% | Reduce -15.1% | 808,886 | $32.6M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -44.9% | 807,397 | $32.6M |
| AQR Capital Management | 0.03% | Reduce -17.0% | 789,120 | $31.5M |
| Wells Fargo & Company | 0.01% | Reduce -11.5% | 780,157 | $31.5M |
| Russell Investments Group, Ltd. | 0.04% | Add +5.6% | 729,102 | $29.4M |
| Cramer Rosenthal McGlynn LLC | 2.01% | Reduce -13.4% | 724,284 | $29.2M |
| Cwm, LLC | 0.10% | Reduce -3.1% | 700,032 | $28.2M |
| Sei Investments Co. | 0.03% | Reduce -7.4% | 678,065 | $27.4M |
| Jain Global LLC | 0.41% | New | 626,608 | $25.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.6% | 617,480 | $24.9M |
| Tortoise Capital Advisors, L.L.C. | 0.31% | New | 594,198 | $24.0M |
| Robeco Institutional Asset Management B.V. | 0.04% | Add +258.8% | 581,391 | $23.5M |
| Thomasville National Bank | 1.57% | Reduce -1.7% | 572,044 | $23.1M |
| Badgley Phelps Wealth Managers, LLC | 0.51% | Add +2.4% | 569,146 | $23.0M |
| California State Teachers Retirement System | 0.02% | Add +0.9% | 556,777 | $22.5M |
| Freestone Grove Partners LP | 0.17% | New | 545,606 | $22.0M |
| Eventide Asset Management, LLC | 0.37% | Add +1.2% | 521,318 | $21.0M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +5.0% | 497,567 | $20.1M |
| Neuberger Berman Group LLC | 0.02% | Reduce -0.9% | 494,957 | $20.0M |
| Beck Bode, LLC | 3.27% | Add +8.8% | 478,337 | $19.3M |
| Citigroup Inc. | 0.01% | Reduce -25.9% | 475,907 | $19.2M |
| Rockefeller Capital Management L.P. | 0.04% | Add +1.2% | 465,990 | $18.8M |
| Natixis Advisors, LLC | 0.03% | Reduce -26.3% | 455,990 | $18.4M |
| Maryland State Retirement & Pension System | 0.40% | Add +6.3% | 447,059 | $18.0M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +0.5% | 431,162 | $17.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -4.9% | 429,207 | $17.3M |
| Guggenheim Capital LLC | 0.14% | Reduce -5.1% | 420,232 | $17.0M |
| Hennessy Advisors Inc. | 0.56% | Add +2.9% | 417,281 | $16.8M |
| New York State Teachers Retirement System | 0.03% | Add +0.1% | 410,669 | $16.6M |
| Macquarie Group Ltd. | 0.02% | Reduce -41.1% | 399,035 | $16.1M |
| State Board of Administration of Florida Retirement System | 0.03% | Add +0.9% | 397,355 | $16.0M |
| Korea Investment CORP | 0.04% | Add +149.1% | 394,793 | $15.9M |
| Gabelli Funds LLC | 0.11% | Reduce -0.1% | 392,500 | $15.8M |
| Asset Management One Co., Ltd. | 0.05% | Add +5.1% | 376,607 | $15.2M |
| State of Wisconsin Investment Board | 0.04% | Add +3.3% | 365,993 | $14.8M |
| Hudson Bay Capital Management LP | 0.11% | Reduce -54.6% | 358,935 | $14.5M |
| Energy Income Partners, LLC | 0.28% | Reduce -0.1% | 348,248 | $14.0M |
| First Citizens Bank & Trust Co. | 0.25% | Add +35.8% | 344,257 | $13.9M |
| Magellan Asset Management Ltd | 0.16% | Reduce -0.9% | 343,443 | $13.9M |
| Boston Partners | 0.02% | Add +0.8% | 342,825 | $13.8M |
| Picton Mahoney Asset Management | 0.19% | Add +10.6% | 340,504 | $13.7M |
| National Bank of Canada | 0.01% | Reduce -51.2% | 329,111 | $13.3M |
| Alyeska Investment Group, L.P. | 0.05% | Add +266.4% | 327,235 | $13.2M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.93% | Reduce -1.1% | 324,563 | $13.1M |
| Man Group plc | 0.03% | Add +12.4% | 320,589 | $12.9M |
| Goelzer Investment Management, Inc. | 0.69% | Reduce -0.9% | 314,059 | $12.7M |
| Aberdeen Group plc | 0.02% | Add +18.5% | 310,284 | $12.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Add +27.7% | 310,015 | $12.5M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +41.4% | 304,160 | $12.3M |
| Susquehanna Fundamental Investments, LLC | 0.33% | Reduce -27.0% | 301,398 | $12.2M |
| SummitTX Capital, L.P. | 0.52% | Reduce -21.5% | 293,606 | $11.8M |
| Trexquant Investment LP | 0.13% | Reduce -48.2% | 278,754 | $11.2M |
| Worldquant Millennium Advisors LLC | 0.06% | Add +2213.8% | 277,582 | $11.2M |
| Zimmer Partners, LP | 0.25% | Add +29.6% | 275,000 | $11.1M |
| Sit Investment Associates Inc. | 0.23% | Reduce -5.4% | 269,955 | $10.9M |
| Summit Global Investments | 0.63% | Add +405.3% | 266,698 | $10.8M |
| Leeward Investments, LLC - MA | 0.56% | Reduce -2.2% | 260,274 | $10.5M |
| Miller Howard Investments Inc. | 0.33% | Add +3.6% | 255,820 | $10.3M |
| Aventail Capital Group, LP | 0.45% | Reduce -1.2% | 252,426 | $10.2M |
| Royal London Asset Management Ltd. | 0.02% | Add +0.1% | 251,387 | $10.1M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Add +0.9% | 248,623 | $10.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Reduce -46.9% | 245,848 | $9.9M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.09% | Add +14.1% | 243,000 | $9.8M |
| Susquehanna Portfolio Strategies, LLC | 0.21% | New | 241,264 | $9.7M |
| State of Tennessee, Department of Treasury | 0.03% | Add +4.3% | 239,821 | $9.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Reduce -79.7% | 231,894 | $9.4M |
| New York State Common Retirement Fund | 0.01% | No change | 226,384 | $9.1M |
| LPL Financial LLC | 0.00% | Reduce -4.2% | 224,506 | $9.1M |
| Calamos Advisors LLC | 0.06% | No change | 221,603 | $8.9M |
| Ossiam | 0.10% | Add +6243.7% | 220,000 | $8.9M |
| Treasurer of the State of North Carolina | 0.03% | Add +2.8% | 219,793 | $8.9M |
| Van Eck Associates Corp. | 0.01% | Add +7.0% | 212,012 | $8.6M |
| Bradley Foster & Sargent Inc. | 0.13% | No change | 211,400 | $8.5M |
| Waverly Advisors, LLC | 0.09% | Add +10.7% | 211,201 | $8.5M |
| MetLife Investment Management, LLC | 0.05% | Add +3.0% | 209,623 | $8.5M |
| Squarepoint Ops LLC | 0.02% | Add +27.6% | 207,409 | $8.4M |
| Toronto Dominion Bank | 0.02% | Add +9.4% | 207,056 | $8.4M |
| DNB Asset Management AS | 0.03% | Reduce -48.8% | 206,966 | $8.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -39.8% | 203,339 | $8.2M |
| Bfsg, LLC | 0.91% | Reduce -0.1% | 202,290 | $8.2M |
| Washington Trust Bank | 0.68% | Add +5.8% | 198,769 | $8.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +0.9% | 198,641 | $8.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.5% | 195,549 | $7.9M |
| Intech Investment Management LLC | 0.07% | Add +48.4% | 194,571 | $7.8M |
| AE Wealth Management LLC | 0.06% | Reduce -63.2% | 191,016 | $7.7M |
| Gotham Asset Management | 0.05% | Reduce -23.8% | 187,810 | $7.6M |
| Polymer Capital Management (US) LLC | 1.21% | Add +1.7% | 183,000 | $7.4M |
| Magnetar Financial LLC | 0.04% | Add +195.5% | 182,949 | $7.4M |
| Jones Financial Companies LLLP | 0.01% | Add +18.4% | 182,788 | $7.3M |
| Banco Santander, S.A. | 0.07% | No change | 180,476 | $7.3M |
| Police & Firemen's Retirement System of New Jersey | 0.07% | Add +5.5% | 179,095 | $7.2M |
| Zacks Investment Management | 0.06% | Add +0.6% | 176,742 | $7.1M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +0.1% | 177,545 | $7.1M |
| Ilmarinen Mutual Pension Insurance Co | 0.06% | Add +3.3% | 171,500 | $6.9M |
| IFM Investors Pty Ltd | 0.06% | Add +3.0% | 168,060 | $6.8M |
| Mutual of America Capital Management LLC | 0.07% | Add +109.2% | 167,926 | $6.8M |
| Stifel Financial Corp. | 0.01% | Reduce -24.9% | 167,238 | $6.7M |
| Wedge Capital Management L L P | 0.12% | Reduce -3.7% | 165,436 | $6.7M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -1.5% | 164,541 | $6.6M |
| Avantax Advisory Services, Inc. | 0.04% | Add +0.4% | 159,526 | $6.4M |
| Resona Asset Management Co.,Ltd. | 0.03% | Add +7.1% | 158,914 | $6.4M |
| Occudo Quantitative Strategies LP | 0.72% | New | 158,371 | $6.4M |
| Bollard Group LLC | 0.15% | Add +4.6% | 157,697 | $6.4M |
| Quantinno Capital Management LP | 0.03% | Add +20.2% | 155,908 | $6.3M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +1.1% | 152,665 | $6.2M |
| First Manhattan Co. Llc. | 0.02% | Reduce -4.2% | 152,613 | $6.2M |
| Bokf, NA | 0.10% | Reduce -0.5% | 151,476 | $6.1M |
| Osaic Holdings, Inc. | 0.01% | Add +171.5% | 150,771 | $6.1M |
| Resolution Capital Ltd | 0.12% | New | 148,744 | $6.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +218.3% | 148,627 | $6.0M |
| Daiichi Life Insurance Co., Ltd. | 0.17% | Reduce -11.3% | 147,956 | $6.0M |
| Prudential PLC | 0.04% | Add +1275.5% | 144,060 | $5.8M |
| Fisher Funds Management LTD | 0.13% | Reduce -39.9% | 139,224 | $5.6M |
| Alps Advisors Inc. | 0.03% | Add +7.9% | 138,554 | $5.6M |
| Arizona State Retirement System | 0.03% | Add +1.9% | 137,550 | $5.5M |
| Kennedy Capital Management LLC | 0.13% | Add +46.4% | 136,331 | $5.5M |
| Agf Management Ltd. | 0.02% | Add +44.2% | 133,214 | $5.4M |
| Ausbil Investment Management Ltd | 3.15% | Reduce -27.4% | 133,126 | $5.4M |
| Millennium Management | 0.00% | Reduce -90.8% | 132,549 | $5.3M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -3.4% | 131,822 | $5.3M |
| Lanark Financial, Inc. | 0.43% | Add +2.3% | 131,340 | $5.3M |
| American Century Companies Inc. | 0.00% | Reduce -35.5% | 130,363 | $5.3M |
| Comerica Bank | 0.02% | Reduce -2.4% | 130,014 | $5.2M |
| ING Groep NV | 0.03% | Add +470.8% | 129,036 | $5.2M |
| Forsta Ap-Fonden | 0.03% | Reduce -1.6% | 128,500 | $5.2M |
| State of Michigan Retirement System | 0.03% | Add +0.4% | 127,969 | $5.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.3% | 126,579 | $5.1M |
| State of New Jersey Common Pension Fund D | 0.02% | Add +14.2% | 121,094 | $4.9M |
| ProShare Advisors LLC | 0.01% | Add +14.4% | 120,536 | $4.9M |
| Czech National Bank | 0.04% | Add +6.6% | 115,056 | $4.6M |
| Morton Community Bank | 1.15% | Add +1.1% | 114,470 | $4.6M |
| Hanson & Doremus Investment Management | 0.61% | Reduce -9.3% | 112,345 | $4.5M |
| Mackenzie Financial Corp. | 0.01% | Reduce -35.4% | 112,203 | $4.5M |
| Wealthfront Advisers LLC | 0.01% | Add +2.3% | 111,617 | $4.5M |
| NEOS Investment Management LLC | 0.06% | Add +29.6% | 111,341 | $4.5M |
| XTX Topco Ltd | 0.18% | New | 109,038 | $4.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -40.2% | 108,429 | $4.4M |
| CPC Advisors, LLC | 0.54% | Add +4.3% | 106,517 | $4.3M |
| Tredje AP-fonden | 0.03% | Add +197.3% | 104,545 | $4.2M |
| NewEdge Advisors, LLC | 0.02% | Add +241.6% | 104,153 | $4.2M |
| Moran Wealth Management, LLC | 0.13% | Add +3.0% | 100,412 | $4.1M |
| HRT Financial LP | 0.02% | New | 100,019 | $4.0M |
| Cetera Investment Advisers | 0.01% | Add +2.5% | 96,774 | $3.9M |
| Public Sector Pension Investment Board | 0.02% | Reduce -23.0% | 96,694 | $3.9M |
| Amalgamated Bank | 0.03% | Reduce -0.4% | 92,804 | $3.7M |
| Cibc World Market Inc. | 0.01% | Reduce -6.7% | 90,711 | $3.7M |
| Xponance LLC | 0.03% | Add +36.5% | 90,379 | $3.6M |
| DRW Securities, LLC | 0.26% | Add +64.8% | 90,000 | $3.6M |
| Hennion & Walsh Asset Management, Inc. | 0.15% | Add +4.2% | 89,200 | $3.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +10.9% | 89,144 | $3.6M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +753.5% | 86,501 | $3.5M |
| Great Lakes Advisors, LLC | 0.03% | Add +33.1% | 86,188 | $3.5M |
| Yousif Capital Management, LLC | 0.04% | Reduce -0.0% | 85,119 | $3.4M |
| Sterling Capital Management LLC | 0.05% | Reduce -28.6% | 84,936 | $3.4M |
| Engineers Gate Manager LP | 0.04% | Reduce -53.0% | 83,327 | $3.4M |
| SVB Wealth LLC | 0.18% | Add +9.9% | 82,573 | $3.3M |
| Pacer Advisors, Inc. | 0.01% | Add +8.1% | 81,340 | $3.3M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +168.1% | 81,141 | $3.3M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +30.6% | 80,909 | $3.3M |
| Premier Fund Managers Ltd | 0.12% | Reduce -11.1% | 80,000 | $3.2M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -10.8% | 78,171 | $3.2M |
| Tema ETFs LLC | 0.83% | Add +34.9% | 77,817 | $3.1M |
| Community Trust & Investment Co. | 0.18% | Reduce -0.2% | 77,727 | $3.1M |
| Utah Retirement Systems | 0.03% | Reduce -0.3% | 77,282 | $3.1M |
| Corient Private Wealth LP | 0.00% | Reduce -4.0% | 75,810 | $3.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -17.1% | 74,037 | $3.0M |
| Oppenheimer & Co. Inc. | 0.04% | Add +0.7% | 73,096 | $2.9M |
| Glenmede Investment Management, LP | 0.01% | — | 71,462 | $2.9M |
| Teacher Retirement System of Texas | 0.01% | Add +4.8% | 71,442 | $2.9M |
| Graham Capital Management, L.P. | 0.09% | Reduce -70.8% | 71,262 | $2.9M |
| Advisors Asset Management, Inc. | 0.05% | Add +8.5% | 70,183 | $2.8M |
| J. Safra Sarasin Holding AG | 0.05% | Reduce -6.7% | 67,557 | $2.7M |
| Walleye Capital LLC | 0.03% | Reduce -26.7% | 64,573 | $2.6M |
| CIBC Asset Management Inc | 0.01% | Reduce -8.2% | 64,344 | $2.6M |
| Lincoln Capital Corp. | 1.00% | Add +0.9% | 64,338 | $2.6M |
| New York Life Investment Management LLC | 0.02% | Add +0.8% | 64,162 | $2.6M |
| Creative Planning | 0.00% | Add +2.5% | 62,754 | $2.5M |
| Patton Fund Management, Inc. | 0.55% | Reduce -41.2% | 62,738 | $2.5M |
| Truist Financial Corp. | 0.00% | Reduce -9.1% | 62,144 | $2.5M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +8.4% | 61,324 | $2.5M |
| Shell Asset Management Co. | 0.08% | Add +114.2% | 60,420 | $2.4M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +179.3% | 60,375 | $2.4M |
| UniSuper Management Pty Ltd | 0.02% | Add +1.3% | 59,811 | $2.4M |
| Ascent Group, LLC | 0.09% | Add +2.0% | 59,560 | $2.4M |
| OP Asset Management Ltd | 0.04% | Add +5.0% | 59,483 | $2.4M |
| Cibc World Markets Corp. | 0.02% | Add +4.8% | 59,227 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -9.1% | 58,233 | $2.3M |
| Edgestream Partners, L.P. | 0.07% | Reduce -54.6% | 57,910 | $2.3M |
| Federated Hermes, Inc. | 0.00% | Reduce -21.6% | 57,604 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -21.1% | 57,034 | $2.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -4.6% | 56,791 | $2.3M |
| Entropy Technologies, LP | 0.18% | Add +264.5% | 56,415 | $2.3M |
| Brevan Howard Capital Management LP | 0.03% | Add +39.5% | 56,214 | $2.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | No change | 55,607 | $2.2M |
| Janus Henderson Group PLC | 0.00% | Add +2.7% | 53,745 | $2.2M |
| Cerity Partners LLC | 0.00% | Reduce -31.3% | 52,924 | $2.1M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -4.1% | 52,826 | $2.1M |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -20.5% | 52,063 | $2.1M |
| Capital Analysts, LLC | 0.07% | Add +3.2% | 52,038 | $2.1M |
| CI Investments Inc. | 0.01% | Add +579.4% | 51,412 | $2.1M |
| Woodline Partners LP | 0.01% | Add +28.2% | 50,915 | $2.1M |
| Rafferty Asset Management, LLC | 0.01% | Add +19.6% | 50,577 | $2.0M |
| HF Advisory Group, LLC | 0.81% | Add +15.8% | 50,548 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.0% | 51,049 | $2.0M |
| Bank of Nova Scotia | 0.00% | Add +0.5% | 49,220 | $2.0M |
| Fox Hill Wealth Management | 1.01% | Add +2.3% | 48,732 | $2.0M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +16.9% | 48,222 | $1.9M |
| Oak Thistle LLC | 0.29% | Add +133.8% | 48,069 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +68.2% | 47,399 | $1.9M |
| DC Investments Management, LLC | 0.79% | No change | 46,961 | $1.9M |
| Horizon Investments, LLC | 0.03% | Add +587.9% | 46,721 | $1.9M |
| Elo Mutual Pension Insurance Co | 0.04% | Reduce -2.5% | 46,047 | $1.9M |
| NFSG Corp | 0.30% | Add +120.1% | 46,028 | $1.9M |
| Captrust Financial Advisors | 0.00% | Add +26.5% | 45,841 | $1.8M |
| BTG Pactual Asset Management US LLC | 0.24% | New | 44,974 | $1.8M |
| Metis Global Partners, LLC | 0.05% | Reduce -4.2% | 44,835 | $1.8M |
| M&T Bank Corp | 0.01% | Reduce -7.2% | 44,172 | $1.8M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -0.2% | 43,938 | $1.8M |
| Rothschild Investment LLC | 0.11% | Reduce -0.6% | 43,785 | $1.8M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -42.4% | 42,521 | $1.7M |
| Walleye Trading LLC | 0.04% | Add +232.6% | 41,492 | $1.7M |
| TD Private Client Wealth LLC | 0.04% | Add +8.4% | 41,481 | $1.7M |
| US Bancorp \de | 0.00% | Add +0.2% | 41,239 | $1.7M |
| Achmea Investment Management B.V. | 0.02% | Add +195.8% | 41,203 | $1.7M |
| Wesbanco Bank Inc. | 0.05% | Add +9.1% | 40,895 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -14.0% | 40,709 | $1.6M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +0.7% | 40,661 | $1.6M |
| KBC Group NV | 0.00% | No change | 40,250 | $1.6M |
| Park Avenue Securities LLC | 0.01% | New | 38,723 | $1.6M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 38,219 | $1.5M |
| Meeder Advisory Services, Inc. | 0.08% | Add +2.2% | 37,900 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -37.2% | 37,008 | $1.5M |
| ASR Vermogensbeheer N.V. | 0.02% | Add +232.5% | 36,919 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Add +4.6% | 36,732 | $1.5M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +1.7% | 36,638 | $1.5M |
| Ninepoint Partners LP | 0.28% | Reduce -7.3% | 36,066 | $1.5M |
| Bailard, Inc. | 0.03% | Reduce -3.3% | 35,560 | $1.4M |
| Wexford Capital LP | 0.40% | New | 35,542 | $1.4M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +5.2% | 34,902 | $1.4M |
| Oxford Financial Group, LTD. LLC | 0.08% | No change | 33,563 | $1.4M |
| Tounjian Advisory Partners, LLC | 0.26% | Reduce -1.3% | 33,696 | $1.4M |
| Aquatic Capital Management LLC | 0.03% | Reduce -81.6% | 33,476 | $1.4M |
| Huntington National Bank | 0.01% | Reduce -1.3% | 32,826 | $1.3M |
| Mizuho Securities USA LLC | 0.03% | — | 32,532 | $1.3M |
| Jefferies Financial Group Inc. | 0.02% | New | 31,570 | $1.3M |
| Board of the Pension Protection Fund | 1.35% | Add +25.6% | 30,900 | $1.2M |
| Aviso Financial Inc. | 0.06% | Reduce -3.8% | 30,870 | $1.2M |
| Everhart Financial Group, Inc. | 0.14% | Add +2.0% | 30,614 | $1.2M |
| Florida Financial Advisors, LLC | 0.30% | New | 30,364 | $1.2M |
| CW Advisors, LLC | 0.01% | Add +0.1% | 30,352 | $1.2M |
| Sapient Capital LLC | 0.02% | Add +2.1% | 30,211 | $1.2M |
| Mariner, LLC | 0.00% | Reduce -38.7% | 30,004 | $1.2M |
| Williamson Legacy Group, LLC | 1.01% | Add +138.7% | 29,720 | $1.2M |
| Elevated Capital Advisors, LLC | 0.33% | No change | 29,290 | $1.2M |
| Jackson Creek Investment Advisors LLC | 0.32% | Reduce -0.3% | 28,989 | $1.2M |
| Hartford Investment Management Co. | 0.04% | Add +0.4% | 28,878 | $1.2M |
| Spirit of America Management Corp. | 0.24% | Add +12.8% | 28,600 | $1.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -78.6% | 28,529 | $1.2M |
| Norinchukin Bank, The | 0.02% | Add +13.1% | 28,258 | $1.1M |
| Landscape Capital Management, L.L.C. | 0.09% | Reduce -61.0% | 28,201 | $1.1M |
| Finward Bancorp | 0.88% | Reduce -0.3% | 27,729 | $1.1M |
| CHICAGO TRUST Co NA | 0.16% | Add +8.9% | 27,638 | $1.1M |
| Icon Advisers Inc. | 0.25% | Reduce -11.7% | 26,500 | $1.1M |
| Strengthening Families & Communities, LLC | 0.59% | Reduce -5.1% | 26,198 | $1.1M |
| AXA S.A. | 0.00% | New | 26,137 | $1.1M |
| FORA Capital, LLC | 0.12% | Reduce -0.0% | 26,111 | $1.1M |
| &partners | 0.01% | Reduce -0.9% | 25,918 | $1.0M |
| Panagora Asset Management Inc. | 0.00% | New | 25,301 | $1.0M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -2.0% | 24,800 | $1.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.8% | 24,766 | $999K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +85.7% | 24,637 | $994K |
| Securian Asset Management, Inc. | 0.03% | Reduce -1.3% | 24,468 | $987K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +13.3% | 24,274 | $979K |
| Allianz Asset Management GmbH | 0.00% | New | 24,205 | $976K |
| Sigma Planning Corp | 0.03% | Reduce -49.5% | 24,003 | $968K |
| Gulf International Bank (UK) Ltd | 0.03% | Reduce -13.8% | 23,780 | $959K |
| Trivium Point Advisory, LLC | 0.10% | Reduce -7.0% | 23,681 | $955K |
| Profund Advisors LLC | 0.03% | Add +27.9% | 23,665 | $955K |
| 1834 Investment Advisors Co. | 0.12% | Add +2.4% | 23,565 | $951K |
| USA Financial Formulas | 0.16% | Reduce -18.4% | 23,477 | $947K |
| 1ST Source Bank | 0.05% | Reduce -5.3% | 23,323 | $941K |
| Prosperity Consulting Group, LLC | 0.07% | Reduce -1.1% | 23,319 | $941K |
| Blair William & Co. | 0.00% | Add +7.7% | 23,302 | $940K |
| AlphaQuest LLC | 0.09% | Reduce -45.9% | 23,187 | $935K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -15.6% | 23,135 | $933K |
| GAMMA Investing LLC | 0.06% | Add +5.9% | 23,008 | $928K |
| Bessemer Group Inc. | 0.00% | Reduce -53.5% | 23,016 | $928K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +280.6% | 22,454 | $906K |
| Moody National Bank Trust Division | 0.08% | Add +0.3% | 22,240 | $897K |
| Ingalls & Snyder LLC | 0.03% | Reduce -0.5% | 22,123 | $892K |
| My Legacy Advisors, LLC | 0.32% | Add +2.9% | 22,487 | $890K |
| Focus Partners Wealth | 0.00% | Add +78.7% | 22,061 | $890K |
| New Mexico Educational Retirement Board | 0.03% | No change | 21,800 | $879K |
| Union Bancaire Privee, UBP SA | 0.01% | Add +16.7% | 25,320 | $876K |
| Nordea Investment Management AB | 0.00% | Add +3.9% | 21,607 | $866K |
| Schnieders Capital Management LLC | 0.15% | Add +0.0% | 21,282 | $859K |
| Simplex Trading, LLC | 0.02% | Reduce -28.5% | 21,246 | $857K |
| Cohen Capital Management, Inc. | 0.14% | No change | 21,200 | $855K |
| Virtus Advisers, LLC | 0.53% | No change | 20,922 | $844K |
| Tower Bridge Advisors | 0.09% | New | 20,900 | $843K |
| Praxis Investment Management Inc. | 0.05% | Add +4.3% | 20,810 | $839K |
| Mgo One Seven LLC | 0.03% | Add +47.2% | 20,328 | $820K |
| VeraBank, N.A. | 0.16% | New | 20,157 | $813K |
| Cornercap Investment Counsel Inc. | 0.42% | Reduce -2.2% | 20,110 | $811K |
| Hartree Partners, LP | 0.23% | New | 20,000 | $807K |
| Supplemental Annuity Collective Trust of NJ | 0.23% | No change | 20,000 | $807K |
| Nomura Holdings Inc. | 0.01% | Add +31.8% | 19,548 | $789K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +8.8% | 19,429 | $784K |
| QRG Capital Management, Inc. | 0.01% | Reduce -21.8% | 19,346 | $780K |
| Prelude Capital Management, LLC | 0.08% | Add +272.9% | 19,321 | $779K |
| Ti-Trust, Inc. | 0.51% | No change | 18,950 | $764K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Add +235.2% | 18,777 | $757K |
| Atria Investments, Inc | 0.01% | Add +24.2% | 18,631 | $752K |
| Valeo Financial Advisors, LLC | 0.02% | Add +2.2% | 18,487 | $746K |
| Stableford Capital II LLC | 0.28% | No change | 17,574 | $741K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -6.1% | 18,348 | $740K |
| Crumly & Associates Inc. | 0.18% | Add +1.5% | 18,274 | $737K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -0.5% | 18,167 | $733K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.6% | 18,115 | $731K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -0.6% | 18,060 | $729K |
| MAI Capital Management | 0.01% | Reduce -3.3% | 17,759 | $716K |
| Summit Trail Advisors, LLC | 0.01% | New | 17,737 | $716K |
| Tidal Investments LLC | 0.00% | Reduce -9.0% | 17,642 | $712K |
| Vident Advisory, LLC | 0.01% | Add +46.9% | 17,639 | $712K |
| Inceptionr LLC | 0.16% | Reduce -1.3% | 17,499 | $706K |
| Prudent Man Advisors, LLC | 0.22% | Add +0.2% | 17,269 | $697K |
| MML Investors Services, LLC | 0.00% | Reduce -0.3% | 17,112 | $690K |
| Cary Street Partners Financial LLC | 0.02% | Add +26.2% | 16,970 | $685K |
| Danske Bank A/S | 0.00% | Add +32.1% | 16,878 | $681K |
| LMR Partners LLP | 0.02% | Add +217.1% | 16,719 | $674K |
| Northwest & Ethical Investments L.P. | 0.02% | No change | 16,862 | $674K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -5.8% | 16,685 | $673K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -1.1% | 16,490 | $665K |
| Kiker Wealth Management, LLC | 0.37% | Add +136.1% | 16,400 | $662K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -9.3% | 16,398 | $661K |
| Keybank National Association | 0.00% | Add +6.5% | 16,370 | $660K |
| Annex Advisory Services, LLC | 0.02% | Add +2.5% | 16,301 | $658K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -10.9% | 16,205 | $654K |
| Horizon Bancorp Inc. | 0.33% | No change | 16,197 | $653K |
| Strategy Asset Managers LLC | 0.12% | Reduce -2.9% | 16,119 | $650K |
| Amica Mutual Insurance Co. | 0.06% | No change | 16,099 | $649K |
| Vestcor Inc | 0.02% | Reduce -17.5% | 15,654 | $631K |
| Advisory Services Network, LLC | 0.01% | Add +51.3% | 14,717 | $625K |
| Csenge Advisory Group | 0.03% | Reduce -6.1% | 15,799 | $625K |
| Contravisory Investment Management, Inc. | 0.12% | Reduce -1.0% | 15,159 | $612K |
| Commerce Bank | 0.00% | Add +5.2% | 15,035 | $607K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.5% | 15,015 | $606K |
| Savant Capital, LLC | 0.00% | Add +7.9% | 14,774 | $596K |
| Alan B Lancz & Associates, Inc. | 0.60% | No change | 14,765 | $596K |
| Machina Capital S.A.S. | 0.12% | Reduce -70.8% | 14,719 | $594K |
| Empirical Finance, LLC | 0.03% | Add +0.8% | 14,542 | $587K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +0.0% | 14,153 | $571K |
| Farther Finance Advisors, LLC | 0.01% | Add +4.5% | 14,148 | $571K |
| Verdence Capital Advisors LLC | 0.04% | Add +3.8% | 14,074 | $568K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -22.4% | 14,064 | $567K |
| Kimelman & Baird, LLC | 0.05% | No change | 13,950 | $563K |
| Frontier Capital Management Co. LLC | 0.01% | No change | 13,680 | $552K |
| EP Wealth Advisors, LLC | 0.00% | Add +10.2% | 13,412 | $541K |
| HB Wealth Management, LLC | 0.00% | Reduce -1.5% | 13,219 | $533K |
| Pathway Financial Advisers, LLC | 0.17% | Add +0.3% | 12,881 | $520K |
| V-Square Quantitative Management LLC | 0.07% | Add +8.9% | 12,796 | $516K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +25.4% | 12,666 | $510K |
| Holistic Financial Partners | 0.22% | Add +0.7% | 12,446 | $502K |
| Archer Investment Corp | 0.12% | No change | 12,237 | $494K |
| Prossimo Advisors, LLC | 0.39% | Reduce -8.9% | 12,179 | $491K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -2.1% | 12,015 | $485K |
| Compound Planning, Inc. | 0.02% | Add +7.9% | 11,804 | $476K |
| William Blair Investment Management, LLC | 0.00% | Reduce -1.6% | 11,670 | $471K |
| Ibex Wealth Advisors | 0.05% | New | 11,532 | $465K |
| Investment Management Corp of Ontario | 0.01% | Reduce -12.9% | 11,503 | $464K |
| Fifth Third Bancorp | 0.00% | Add +14.8% | 11,464 | $462K |
| SageView Advisory Group, LLC | 0.02% | Reduce -0.4% | 10,989 | $454K |
| Callan Family Office, LLC | 0.01% | Add +41.9% | 10,871 | $439K |
| Horizon Investment Services, LLC | 0.19% | Reduce -6.4% | 10,821 | $437K |
| LOM Asset Management Ltd | 0.15% | — | 10,721 | $433K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -38.3% | 10,690 | $431K |
| Meritage Portfolio Management | 0.03% | Reduce -84.4% | 10,491 | $423K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.2% | 10,438 | $421K |
| Mufg Securities Americas Inc. | 0.04% | Add +25.4% | 10,432 | $421K |
| South Dakota Investment Council | 0.01% | New | 10,400 | $420K |
| Moors & Cabot, Inc. | 0.02% | Reduce -40.9% | 10,196 | $411K |
| APG Asset Management N.V. | 0.00% | New | 11,884 | $408K |
| Cherokee Insurance Co | 0.18% | No change | 10,000 | $403K |
| NJ State Employees Deferred Compensation Plan | 0.05% | No change | 10,000 | $403K |
| Two Sigma Advisers, LP | 0.00% | New | 10,000 | $403K |
| Proficio Capital Partners LLC | 0.02% | Add +64.7% | 9,733 | $393K |
| CIBC Private Wealth Group LLC | 0.00% | Add +76.5% | 9,695 | $391K |
| Fox Run Management, L.L.C. | 0.06% | Reduce -35.9% | 9,628 | $388K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.5% | 9,613 | $388K |
| Kingsview Wealth Management, LLC | 0.01% | Add +6.3% | 9,593 | $387K |
| Quantum Portfolio Management LLC | 0.18% | Reduce -5.7% | 9,534 | $385K |
| UMB Bank, n.a. | 0.01% | Add +0.5% | 9,430 | $380K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.7% | 9,055 | $378K |
| McKinley Carter Wealth Services, Inc. | 0.02% | No change | 9,258 | $373K |
| Ballentine Partners, LLC | 0.01% | Add +4.6% | 9,194 | $371K |
| New Age Alpha Advisors, LLC | 0.02% | Add +63.6% | 9,146 | $369K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.02% | No change | 9,000 | $363K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -4.9% | 8,911 | $359K |
| Sage Mountain Advisors LLC | 0.02% | Add +54.0% | 8,784 | $354K |
| United Capital Financial Advisors, LLC | 0.00% | Add +2.3% | 8,686 | $350K |
| World Investment Advisors | 0.01% | Add +5.4% | 8,684 | $350K |
| IHT Wealth Management, LLC | 0.01% | Add +0.1% | 8,635 | $348K |
| Vontobel Holding Ltd. | 0.00% | Reduce -0.5% | 8,614 | $347K |
| Assetmark, Inc. | 0.00% | Add +239.3% | 8,445 | $341K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -57.4% | 8,431 | $340K |
| Ethic Inc. | 0.01% | Add +27.8% | 8,499 | $340K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -40.6% | 8,366 | $337K |
| Regions Financial Corp. | 0.00% | Reduce -2.0% | 8,353 | $337K |
| Calydon Capital | 0.03% | Add +1.8% | 8,268 | $334K |
| 3Chopt Investment Partners, LLC | 0.08% | Add +4.5% | 8,265 | $333K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +1.9% | 8,252 | $333K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -1.7% | 8,180 | $330K |
| Merit Financial Group, LLC | 0.00% | Add +8.6% | 8,172 | $330K |
| Bedel Financial Consulting, Inc. | 0.04% | No change | 8,151 | $329K |
| Brown Brothers Harriman & Co. | 0.00% | Add +5.3% | 8,126 | $328K |
| Hutchens & Kramer Investment Management Group, LLC | 0.15% | No change | 8,062 | $323K |
| Beverly Hills Private Wealth, LLC | 0.06% | Reduce -10.3% | 8,001 | $323K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +5.1% | 8,001 | $323K |
| Lumbard & Kellner, LLC | 0.14% | No change | 8,000 | $323K |
| Dynamic Technology Lab Private Ltd | 0.04% | Reduce -85.0% | 7,888 | $318K |
| Invst, LLC | 0.04% | Add +4.3% | 7,829 | $316K |
| Harvest Fund Management Co., Ltd | 0.01% | Reduce -68.6% | 7,687 | $310K |
| NewEdge Wealth, LLC | 0.00% | Add +0.9% | 7,312 | $310K |
| Choreo, LLC | 0.00% | Reduce -5.2% | 7,662 | $309K |
| Shepherd Financial Partners LLC | 0.03% | Add +3.9% | 7,656 | $309K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -12.3% | 7,571 | $305K |
| OneAscent Investment Solutions LLC | 0.33% | Reduce -15.1% | 7,565 | $305K |
| Stevens Capital Management LP | 0.08% | New | 7,518 | $303K |
| Modern Wealth Management, LLC | 0.01% | Add +0.7% | 7,502 | $303K |
| Arkadios Wealth Advisors | 0.01% | Add +19.3% | 7,474 | $302K |
| Capital Investment Advisors, LLC | 0.01% | Add +2.9% | 7,438 | $300K |
| Quaero Capital S.A. | 0.92% | New | 7,267 | $293K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 7,225 | $291K |
| National Pension Service | 0.00% | Add +340.3% | 7,221 | $291K |
| Longboard Asset Management, LP | 0.72% | No change | 7,200 | $290K |
| Signaturefd, LLC | 0.00% | Add +3.9% | 7,167 | $289K |
| Kestra Advisory Services, LLC | 0.00% | Add +17.2% | 7,119 | $287K |
| HighPoint Advisor Group LLC | 0.02% | Add +4.2% | 7,054 | $285K |
| Hilltop Partners LLC | 0.08% | No change | 6,892 | $278K |
| Summit Financial, LLC | 0.01% | Add +1.5% | 6,829 | $275K |
| St Germain D J Co. Inc. | 0.01% | Add +1591.0% | 6,764 | $273K |
| Jacobi Capital Management LLC | 0.02% | Add +0.1% | 6,725 | $271K |
| Redmond Asset Management, LLC | 0.06% | No change | 6,674 | $269K |
| MBB Public Markets I LLC | 0.03% | Reduce -18.3% | 6,554 | $264K |
| Natixis | 0.00% | Reduce -98.3% | 6,526 | $263K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -4.4% | 6,524 | $263K |
| Siemens Fonds Invest GmbH | 0.02% | Add +20.1% | 6,447 | $260K |
| Long Run Wealth Advisors, LLC | 0.05% | Add +27.0% | 6,396 | $258K |
| Skyline Advisors, Inc. | 0.10% | Reduce -0.1% | 6,373 | $257K |
| Aurora Investment Counsel | 0.14% | Reduce -22.6% | 6,360 | $257K |
| IFP Advisors, Inc | 0.01% | Reduce -68.7% | 1,309 | $256K |
| CreativeOne Wealth, LLC | 0.01% | Add +0.9% | 6,354 | $256K |
| GAMCO Investors | 0.00% | No change | 6,300 | $254K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +51.7% | 6,267 | $253K |
| Anb Bank | 0.11% | Reduce -2.1% | 6,233 | $251K |
| Dark Forest Capital Management LP | 0.01% | Reduce -91.6% | 6,080 | $245K |
| Vise Technologies, Inc. | 0.01% | — | 6,074 | $245K |
| Stanley-Laman Group, Ltd. | 0.04% | Add +15.6% | 6,036 | $243K |
| PDS Planning, Inc | 0.02% | Add +3.4% | 6,024 | $243K |
| Evolution Advisers, Inc. | 0.12% | No change | 5,932 | $239K |
| Cresset Asset Management, LLC | 0.00% | Reduce -23.0% | 5,903 | $238K |
| Wetzel Investment Advisors, Inc. | 0.11% | No change | 5,826 | $235K |
| Brighton Jones LLC | 0.01% | Add +15.3% | 5,816 | $235K |
| Sowell Financial Services LLC | 0.01% | Reduce -12.1% | 5,785 | $233K |
| Arax Advisory Partners | 0.01% | Add +5.4% | 5,784 | $233K |
| Mark Sheptoff Financial Planning, LLC | 0.12% | Add +4.5% | 5,750 | $232K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -14.9% | 5,729 | $231K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -75.0% | 5,726 | $231K |
| Empowered Funds, LLC | 0.00% | New | 5,716 | $231K |
| Wedbush Securities Inc. | 0.01% | No change | 5,700 | $230K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 5,688 | $229K |
| Knollwood Investment Advisory, LLC | 0.02% | No change | 5,671 | $229K |
| Cooper Financial Group | 0.03% | Reduce -1.2% | 5,667 | $229K |
| EntryPoint Capital, LLC | 0.11% | Reduce -49.2% | 5,621 | $227K |
| Ritholtz Wealth Management | 0.00% | Add +2.5% | 5,552 | $224K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -68.8% | 5,538 | $223K |
| Cornerstone Wealth Group, LLC | 0.02% | Add +1.3% | 5,518 | $223K |
| Syntegra Private Wealth Group, LLC | 0.02% | New | 5,442 | $220K |
| Park National Corp. | 0.01% | No change | 5,432 | $219K |
| Synovus Financial Corp. | 0.00% | No change | 5,418 | $219K |
| D. E. Shaw & Co. | 0.00% | Reduce -40.6% | 5,413 | $218K |
| Barnes Wealth Management Group, Inc | 0.13% | Add +2.1% | 5,382 | $217K |
| Monarch Capital Management Inc. | 0.06% | No change | 5,370 | $217K |
| Bridgefront Capital, LLC | 0.06% | Reduce -69.6% | 5,346 | $216K |
| Ostrum Asset Management | 0.01% | Reduce -2.8% | 5,335 | $215K |
| Continuum Advisory, LLC | 0.03% | Add +0.9% | 5,282 | $213K |
| Indiana Trust & Investment Management Co | 0.07% | No change | 5,237 | $211K |
| Rehmann Capital Advisory Group | 0.01% | Add +1.8% | 5,235 | $211K |
| Clarius Group, LLC | 0.01% | Reduce -12.1% | 5,191 | $209K |
| Principal Securities, Inc. | 0.00% | Add +17.3% | 5,141 | $207K |
| Keystone Financial Services | 0.07% | New | 5,137 | $207K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.1% | 5,111 | $206K |
| CX Institutional | 0.01% | Reduce -1.1% | 5,088 | $205K |
| Essex Financial Services, Inc. | 0.01% | New | 5,006 | $202K |
| Pandora Wealth, Inc. | 0.12% | No change | 5,000 | $202K |
| Richardson Financial Services Inc. | 0.13% | Reduce -2.0% | 4,974 | $199K |
| Altshuler Shaham Ltd | 0.01% | New | 4,780 | $193K |
| Blue Trust, Inc. | 0.00% | Add +2.1% | 4,405 | $178K |
| FIL Ltd | 0.00% | New | 4,220 | $170K |
| Versant Capital Management, Inc | 0.03% | Add +0.6% | 4,131 | $167K |
| HM Payson & Co. | 0.00% | Add +10.8% | 4,122 | $166K |
| Avalon Trust Co | 0.01% | No change | 4,000 | $161K |
| Quarry LP | 0.04% | Add +43.3% | 3,890 | $157K |
| Allworth Financial LP | 0.00% | Add +17.7% | 3,681 | $148K |
| Frazier Financial Advisors, LLC | 0.10% | No change | 3,595 | $145K |
| Centaurus Financial, Inc. | 0.01% | No change | 3,400 | $137K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +16.4% | 3,260 | $132K |
| Parallel Advisors, LLC | 0.00% | Reduce -11.4% | 3,168 | $128K |
| Hartford Financial Management Inc. | 0.03% | No change | 3,000 | $121K |
| Global Retirement Partners, LLC | 0.00% | — | 2,664 | $107K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +28.3% | 2,544 | $103K |
| Creekmur Asset Management LLC | 0.02% | No change | 2,534 | $102K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,484 | $100K |
| Smartleaf Asset Management LLC | 0.01% | Add +5.5% | 2,451 | $98K |
| Lazard Asset Management LLC | 0.00% | Reduce -84.5% | 2,428 | $97K |
| Harbour Investments, Inc. | 0.00% | Reduce -29.5% | 2,379 | $96K |
| Private Trust Co. NA | 0.01% | Add +390.0% | 2,362 | $95K |
| Eastern Bank | 0.00% | No change | 2,161 | $87K |
| Ascentis Wealth Management, LLC | 0.02% | Reduce -4.6% | 2,174 | $87K |
| Intact Investment Management Inc. | 0.00% | Add +11.1% | 2,000 | $81K |
| Brooklyn Investment Group | 0.01% | Add +36.9% | 1,875 | $76K |
| Leonteq Securities AG | 0.00% | Reduce -1.5% | 1,850 | $75K |
| Strategic Investment Solutions, Inc. | 0.02% | No change | 1,671 | $67K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +34.3% | 1,614 | $65K |
| Amica Retiree Medical Trust | 0.09% | No change | 1,606 | $65K |
| Bellwether Advisors, LLC | 0.01% | No change | 1,505 | $61K |
| Costello Asset Management, INC | 0.02% | No change | 1,500 | $61K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,500 | $61K |
| Hemington Wealth Management | 0.01% | Reduce -3.4% | 1,499 | $60K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +181.7% | 1,459 | $59K |
| MUFG Securities EMEA plc | 0.00% | New | 1,384 | $56K |
| Cromwell Holdings LLC | 0.03% | Add +1.9% | 1,367 | $55K |
| Rise Advisors, LLC | 0.02% | Add +1.7% | 1,354 | $55K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +43.1% | 1,328 | $54K |
| Legacy Investment Solutions, LLC | 0.03% | — | 1,293 | $52K |
| Legacy Wealth Managment, LLC | 0.03% | No change | 1,293 | $52K |
| Larson Financial Group LLC | 0.00% | Add +54.6% | 1,254 | $51K |
| Clearstead Advisors, LLC | 0.00% | New | 1,135 | $46K |
| Gen-Wealth Partners Inc | 0.02% | Add +1.4% | 1,119 | $45K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 1,119 | $45K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,102 | $44K |
| CYBER HORNET ETFs LLC | 0.03% | New | 1,082 | $44K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 1,076 | $43K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 1,030 | $42K |
| MCF Advisors LLC | 0.00% | Add +0.3% | 1,028 | $41K |
| Delta Asset Management LLC | 0.00% | Reduce -2.4% | 1,025 | $41K |
| Trust Co. of Toledo NA | 0.00% | New | 1,000 | $40K |
| GHP Investment Advisors, Inc. | 0.00% | Add +116.7% | 975 | $39K |
| Traub Capital Management LLC | 0.04% | — | 970 | $39K |
| Capital A Wealth Management, LLC | 0.43% | Add +1962.0% | 1,464 | $39K |
| Logan Capital Management Inc. | 0.00% | No change | 891 | $36K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +16.1% | 888 | $36K |
| Ameritas Advisory Services, LLC | 0.00% | New | 795 | $32K |
| First Community Trust NA | 0.03% | No change | 792 | $32K |
| Colonial Trust Advisors | 0.00% | No change | 750 | $30K |
| Parkside Financial Bank & Trust | 0.00% | Add +11.0% | 744 | $30K |
| Canada Post Corp Registered Pension Plan | 0.00% | New | 726 | $29K |
| Rossby Financial, LCC | 0.01% | Reduce -59.8% | 705 | $28K |
| Country Trust Bank | 0.00% | No change | 700 | $28K |
| Hantz Financial Services, Inc. | 0.00% | Add +2668.0% | 692 | $28K |
| Spire Wealth Management | 0.00% | Reduce -28.9% | 685 | $28K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +30.8% | 683 | $28K |
| 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 -0.8% | 640 | $26K |
| Crewe Advisors LLC | 0.00% | Add +90.8% | 639 | $26K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 635 | $26K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -1.9% | 611 | $25K |
| West Branch Capital LLC | 0.01% | Add +0.3% | 603 | $24K |
| Caldwell Trust Co | 0.00% | No change | 594 | $24K |
| GoalVest Advisory LLC | 0.01% | Add +14150.0% | 570 | $23K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 522 | $22K |
| LRI Investments, LLC | 0.00% | No change | 534 | $22K |
| Perkins Coie Trust Co | 0.00% | Reduce -1.5% | 521 | $21K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 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 |
| VSM Wealth Advisory, LLC | 0.01% | No change | 460 | $19K |
| Monetary Management Group Inc. | 0.00% | No change | 455 | $18K |
| Covestor Ltd | 0.01% | Reduce -33.7% | 439 | $18K |
| CENTRAL TRUST Co | 0.00% | Reduce -5.2% | 440 | $18K |
| Kentucky Trust Co | 0.01% | No change | 425 | $17K |
| Bruce G. Allen Investments, LLC | 0.01% | Reduce -2.5% | 423 | $17K |
| Financial Avengers, Inc. | 0.01% | Add +0.7% | 411 | $17K |
| Webster Bank, N. A. | 0.00% | Add +23.9% | 409 | $16K |
| Main Street Group, LTD | 0.01% | No change | 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 |
| S&T Bank | 0.00% | Add +14.1% | 373 | $15K |
| Princeton Global Asset Management LLC | 0.00% | New | 372 | $15K |
| NewSquare Capital LLC | 0.00% | Add +10.5% | 367 | $15K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 347 | $14K |
| Grove Bank & Trust | 0.00% | Add +3.1% | 331 | $13K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -4.6% | 330 | $13K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -73.6% | 323 | $13K |
| Summit Securities Group LLC | 0.00% | New | 317 | $13K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 297 | $12K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -44.4% | 292 | $12K |
| GF Fund Management Co. LTD. | 0.00% | No change | 290 | $12K |
| Pingora Partners LLC | 0.01% | No change | 280 | $11K |
| Creative Financial Designs Inc. | 0.00% | No change | 280 | $11K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +12.0% | 280 | $11K |
| Coston, McIsaac & Partners | 0.00% | No change | 282 | $11K |
| ORG Partners LLC | 0.00% | Add +18.6% | 268 | $11K |
| Fortitude Family Office, LLC | 0.00% | Add +6.6% | 257 | $10K |
| Fortis Group Advisors, LLC | 0.00% | No change | 257 | $10K |
| Transce3nd, LLC | 0.00% | New | 255 | $10K |
| North Star Investment Management Corp. | 0.00% | No change | 250 | $10K |
| JNBA Financial Advisors | 0.00% | No change | 244 | $10K |
| Park Square Financial Group, LLC | 0.01% | No change | 205 | $8K |
| Tobam | 0.00% | Reduce -71.5% | 196 | $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% | No change | 187 | $8K |
| Bellevue Asset Management, LLC | 0.00% | Add +0.5% | 185 | $7K |
| Whipplewood Advisors, LLC | 0.00% | Add +10.2% | 184 | $7K |
| FSA Wealth Management LLC | 0.00% | No change | 181 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 181 | $7K |
| Sachetta, LLC | 0.00% | No change | 176 | $7K |
| Briaud Financial Planning Inc | 0.00% | New | 190 | $7K |
| CoreCap Advisors, LLC | 0.00% | Reduce -60.3% | 172 | $7K |
| First Horizon Advisors, Inc. | 0.00% | Add +15.8% | 169 | $7K |
| Smithfield Trust Co | 0.00% | No change | 140 | $6K |
| Evergreen Private Wealth LLC | 0.00% | New | 146 | $6K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -32.4% | 138 | $6K |
| Solstein Capital, LLC | 0.00% | New | 136 | $5K |
| Financial Management Professionals, Inc. | 0.00% | No change | 129 | $5K |
| True Wealth Design, LLC | 0.00% | Add +11.3% | 128 | $5K |
| Motco | 0.00% | Reduce -63.9% | 120 | $5K |
| WPG Advisers, LLC | 0.00% | Add +12.2% | 120 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 118 | $5K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 117 | $5K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 115 | $5K |
| Ameriflex Group, Inc. | 0.00% | Add +38.5% | 115 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -31.5% | 102 | $4K |
| Group One Trading LLC | 0.00% | Reduce -97.4% | 102 | $4K |
| TD Capital Management LLC | 0.00% | Add +1.0% | 101 | $4K |
| Howard Hughes Medical Institute | 0.00% | New | 101 | $4K |
| MV Capital Management, Inc. | 0.00% | Reduce -12.3% | 100 | $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% | No change | 90 | $4K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 86 | $3K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 82 | $3K |
| Sierra Ocean, LLC | 0.00% | No change | 80 | $3K |
| Atlantic Union Bankshares Corp | 0.00% | New | 78 | $3K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 76 | $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 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +4.6% | 68 | $3K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | No change | 64 | $3K |
| Signature Resources Capital Management, LLC | 0.00% | New | 61 | $2K |
| CVA Family Office, LLC | 0.00% | Add +37.5% | 55 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -64.9% | 52 | $2K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -74.0% | 50 | $2K |
| GW&K Investment Management, LLC | 0.00% | No change | 54 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 48 | $2K |
| WealthTrak Capital Management LLC | 0.00% | Add +33.3% | 40 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 37 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 35 | $1K |
| Dunhill Financial, LLC | 0.00% | Reduce -66.0% | 33 | $1K |
| Proathlete Wealth Management LLC | 0.00% | New | 28 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 27 | $1K |
| Millstone Evans Group, LLC | 0.00% | No change | 27 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Add +44.4% | 26 | $1K |
| SouthState Bank Corp | 0.00% | Reduce -53.7% | 25 | $1K |
| Avion Wealth | 0.00% | No change | 32 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 24 | $969 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -42.5% | 23 | $928 |
| Binnacle Investments Inc | 0.00% | New | 22 | $887 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +83.3% | 22 | $887 |
| TFC Financial Management, Inc. | 0.00% | Add +10.5% | 21 | $855 |
| Bare Financial Services, Inc | 0.00% | New | 20 | $807 |
| Quaker Wealth Management, LLC | 0.00% | — | 19 | $767 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -40.6% | 19 | $767 |
| Parkworth Wealth Management, Inc. | 0.00% | Add +100.0% | 18 | $726 |
| HFM Investment Advisors, LLC | 0.00% | Add +166.7% | 16 | $645 |
| Hughes Financial Services, LLC | 0.00% | No change | 15 | $628 |
| Activest Wealth Management | 0.00% | Add +0.0% | 15 | $605 |
| American Capital Advisory, LLC | 0.00% | Add +100.0% | 14 | $565 |
| Arlington Trust Co LLC | 0.00% | New | 14 | $565 |
| Bogart Wealth, LLC | 0.00% | New | 13 | $524 |
| Valued Wealth Advisors LLC | 0.00% | No change | 9 | $364 |
| Clearstead Trust, LLC | 0.00% | New | 9 | $364 |
| Private Wealth Management Group, LLC | 0.00% | Add +20.0% | 6 | $243 |
| Redwood Park Advisors LLC | 0.00% | No change | 5 | $202 |
| Kilter Group LLC | 0.00% | New | 5 | $202 |
| IMA Advisory Services, Inc. | 0.00% | New | 5 | $202 |
| Tortoise Investment Management, LLC | 0.00% | New | 5 | $202 |
| Sound Income Strategies, LLC | 0.00% | New | 5 | $202 |
| LGT Financial Advisors LLC | 0.00% | New | 4 | $161 |
| High Note Wealth, LLC | 0.00% | No change | 4 | $161 |
| Cape Investment Advisory, Inc. | 0.00% | No change | 3 | $121 |
| Ogorek Anthony Joseph /NY/ | 0.00% | Reduce -62.2% | 14 | $0 |
"% of holder's portfolio" is NI's weight in each manager's 13F, not the share of Nisource Inc. the manager owns.