NisourceNI

13F holders, Q2 2025 (June 30)
774holders −22
62new positions
83sold out
7famous investors
$40.33avg. 13F price*

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

02004006008001,000 Q1 2024: 633Q1 2024Q2 2024: 637Q2 2024Q3 2024: 686Q3 2024Q4 2024: 735Q4 2024Q1 2025: 796Q1 2025Q2 2025: 774Q2 2025Q3 2025: 785Q3 2025Q4 2025: 837Q4 2025Q1 2026: 886Q1 2026Q2 2026: 916Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions62$120.8M
Exits83$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.