NisourceNI
13F holders, Q3 2025 (September 30)785holders +11
92new positions
76sold out
7famous investors
$43.30avg. 13F price*
At the end of Q3 2025, 785 institutions reported holding Nisource Inc. (NI) in their 13F filings, up 11 from Q2 2025. 92 opened new positions and 76 sold out. The largest holders were Vanguard Group Inc. ($2.7B), BlackRock, Inc. ($2.1B) and T. Rowe Price Investment Management, Inc. ($1.9B). 7 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Nisource Inc.
- Sector
- Utilities
- CUSIP
- 65473P105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $281.9M |
| Exits | 76 | $219.9M |
All 13F filers, Q2 2025 → Q3 2025: 29,877,055 shares bought and 31,195,150 shares sold, net −1,318,095 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 785 holders
| Vanguard Group Inc. | 0.04% | Reduce -0.1% | 61,375,903 | $2.7B |
| BlackRock, Inc. | 0.04% | Reduce -0.4% | 48,208,545 | $2.1B |
| T. Rowe Price Investment Management, Inc. | 1.15% | Add +6.3% | 43,264,030 | $1.9B |
| State Street Corp. | 0.04% | Add +3.5% | 25,580,768 | $1.1B |
| Geode Capital Management, LLC | 0.03% | Reduce -0.2% | 12,214,311 | $526.7M |
| Deutsche Bank AG | 0.17% | Reduce -13.9% | 12,032,242 | $521.0M |
| Jennison Associates LLC | 0.24% | Reduce -18.8% | 9,527,596 | $412.5M |
| FMR LLC | 0.02% | Reduce -4.7% | 9,397,902 | $406.9M |
| JPMorgan Chase & Co. | 0.02% | Add +2.2% | 8,495,320 | $367.9M |
| Capital International Investors | 0.06% | Add +15.1% | 8,136,157 | $352.3M |
| Invesco Ltd. | 0.05% | Reduce -0.3% | 7,997,302 | $346.3M |
| Franklin Resources Inc. | 0.07% | Reduce -3.4% | 6,318,263 | $273.6M |
| Zimmer Partners, LP | 6.23% | Add +2040.7% | 5,886,983 | $254.9M |
| Newport Trust Company, LLC | 0.57% | Reduce -3.4% | 5,737,027 | $248.4M |
| Cohen & Steers, Inc. | 0.43% | Reduce -21.6% | 5,438,774 | $235.5M |
| Soroban Capital Partners LP | 1.83% | Add +16.1% | 5,149,167 | $223.0M |
| Reaves W H & Co. Inc. | 3.86% | Add +34.6% | 5,009,644 | $216.9M |
| Pictet Asset Management Holding SA | 0.19% | Reduce -0.3% | 4,471,078 | $193.6M |
| Northern Trust Corp. | 0.02% | Reduce -1.6% | 4,449,174 | $192.6M |
| Morgan Stanley | 0.01% | Reduce -9.4% | 4,384,505 | $189.8M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +0.6% | 4,242,689 | $183.7M |
| Goldman Sachs Group Inc. | 0.03% | Add +17.8% | 4,225,427 | $183.0M |
| Legal & General Group Plc | 0.04% | Reduce -4.0% | 4,063,222 | $175.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -12.6% | 3,959,768 | $171.5M |
| Royal Bank of Canada | 0.03% | Reduce -17.3% | 3,843,654 | $166.4M |
| Bank of New York Mellon Corp | 0.03% | Add +1.2% | 3,822,758 | $165.5M |
| UBS Group AG | 0.03% | Reduce -18.3% | 3,627,780 | $157.1M |
| Bank of America Corp. | 0.01% | Reduce -10.6% | 3,371,585 | $146.0M |
| Millennium Management | 0.11% | Add +2288.8% | 3,166,313 | $137.1M |
| Duff & Phelps Investment Management Co. | 1.53% | Reduce -5.9% | 3,122,073 | $135.2M |
| Alkeon Capital Management LLC | 0.61% | Add +21.0% | 3,100,500 | $134.3M |
| Merewether Investment Management, LP | 3.04% | Reduce -2.4% | 2,934,594 | $127.1M |
| Bank of Montreal | 0.05% | Reduce -50.4% | 2,654,615 | $114.9M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.9% | 2,483,340 | $107.5M |
| Wellington Management Group LLP | 0.02% | Add +7.9% | 2,453,272 | $106.2M |
| TCW Group Inc. | 0.85% | Add +40.0% | 2,354,130 | $101.9M |
| Thrivent Financial for Lutherans | 0.21% | Reduce -1.3% | 2,349,478 | $101.7M |
| ANTIPODES PARTNERS Ltd | 1.89% | New | 1,941,792 | $84.1M |
| First Trust Advisors LP | 0.06% | Reduce -4.3% | 1,873,052 | $81.1M |
| Assenagon Asset Management S.A. | 0.12% | Add +15.8% | 1,864,138 | $80.7M |
| Nuveen, LLC | 0.02% | Reduce -6.5% | 1,819,964 | $78.8M |
| Principal Financial Group Inc. | 0.04% | Reduce -3.6% | 1,801,647 | $78.0M |
| Ameriprise Financial Inc. | 0.02% | Reduce -1.5% | 1,719,084 | $74.4M |
| HITE Hedge Asset Management LLC | 3.93% | Add +94.5% | 1,665,458 | $72.1M |
| Balyasny Asset Management L.P. | 0.15% | New | 1,624,542 | $70.3M |
| TD Asset Management Inc | 0.05% | Reduce -5.1% | 1,491,644 | $64.6M |
| California Public Employees Retirement System | 0.04% | Reduce -15.7% | 1,456,445 | $63.1M |
| Brookfield Corp | 0.07% | Reduce -15.2% | 1,455,529 | $63.0M |
| Aviva PLC | 0.11% | Add +6.7% | 1,403,983 | $60.8M |
| Bahl & Gaynor LLC | 0.29% | Reduce -5.4% | 1,365,859 | $59.1M |
| Swiss National Bank | 0.03% | Reduce -4.8% | 1,356,800 | $58.7M |
| Manufacturers Life Insurance Company, The | 0.05% | Add +35.7% | 1,343,818 | $58.2M |
| Adage Capital Partners Gp, L.L.C. | 0.09% | Add +208.2% | 1,328,662 | $57.5M |
| Vaughan David Investments LLC | 1.23% | Add +0.3% | 1,315,177 | $56.9M |
| Victory Capital Management Inc. | 0.03% | Reduce -0.8% | 1,216,463 | $52.7M |
| Citadel Advisors | 0.04% | Reduce -56.7% | 1,175,090 | $50.9M |
| Epoch Investment Partners, Inc. | 0.28% | Reduce -14.8% | 1,172,265 | $50.8M |
| Barclays PLC | 0.02% | Reduce -13.1% | 1,155,731 | $50.0M |
| Verition Fund Management LLC | 0.30% | Add +17.4% | 1,144,710 | $49.6M |
| Schroder Investment Management Group | 0.04% | Add +6.5% | 1,138,998 | $49.2M |
| AQR Capital Management | 0.03% | Add +40.4% | 1,108,223 | $48.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -5.6% | 1,095,778 | $47.4M |
| Amundi | 0.01% | Reduce -39.2% | 1,047,341 | $46.3M |
| Rhumbline Advisers | 0.04% | Add +2.4% | 1,008,034 | $43.6M |
| First Financial Bankshares Inc | 0.88% | Reduce -0.9% | 991,965 | $43.0M |
| Renaissance Technologies | 0.06% | Reduce -28.1% | 980,800 | $42.5M |
| Voya Investment Management LLC | 0.05% | Reduce -0.4% | 965,383 | $41.8M |
| Capital International, Inc. | 0.33% | Add +0.9% | 941,185 | $40.8M |
| Massachusetts Financial Services Co. | 0.01% | New | 937,901 | $40.6M |
| Artemis Investment Management LLP | 0.50% | Reduce -7.3% | 928,022 | $40.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Reduce -0.0% | 915,646 | $39.6M |
| Alliancebernstein L.P. | 0.01% | Add +1.5% | 905,159 | $39.2M |
| Employees Retirement System of Texas | 0.36% | Reduce -25.5% | 893,429 | $38.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.19% | Reduce -4.6% | 887,480 | $38.4M |
| Ensign Peak Advisors, Inc | 0.06% | Reduce -0.1% | 869,404 | $37.6M |
| Retirement Systems of Alabama | 0.12% | Reduce -0.1% | 863,712 | $37.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.9% | 847,029 | $36.7M |
| Wells Fargo & Company | 0.01% | Add +4.4% | 814,735 | $35.3M |
| CANADA LIFE ASSURANCE Co | 0.05% | Add +56.0% | 776,062 | $33.5M |
| Russell Investments Group, Ltd. | 0.04% | Add +1.7% | 741,766 | $32.1M |
| Exchange Traded Concepts, LLC | 0.29% | Reduce -18.9% | 697,813 | $30.2M |
| Cwm, LLC | 0.09% | Reduce -1.0% | 692,760 | $30.0M |
| HSBC Holdings PLC | 0.02% | Reduce -14.8% | 689,586 | $29.8M |
| Prudential Financial Inc. | 0.03% | Reduce -66.6% | 648,193 | $28.1M |
| BNP Paribas Financial Markets | 0.02% | Reduce -25.1% | 628,981 | $27.2M |
| Tortoise Capital Advisors, L.L.C. | 0.33% | Reduce -0.1% | 593,326 | $25.7M |
| Thomasville National Bank | 1.58% | Add +1.1% | 578,082 | $25.0M |
| STRS Ohio | 0.09% | Reduce -39.3% | 574,251 | $24.9M |
| Badgley Phelps Wealth Managers, LLC | 0.52% | Add +0.7% | 573,365 | $24.8M |
| Eventide Asset Management, LLC | 0.41% | Add +9.5% | 570,769 | $24.7M |
| California State Teachers Retirement System | 0.02% | Reduce -0.1% | 556,392 | $24.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -16.5% | 515,371 | $22.3M |
| Sei Investments Co. | 0.02% | Reduce -24.1% | 514,755 | $22.3M |
| Neuberger Berman Group LLC | 0.02% | Reduce -1.2% | 489,220 | $21.2M |
| Beck Bode, LLC | 3.34% | Reduce -0.2% | 477,547 | $20.7M |
| Jane Street Group, LLC | 0.02% | New | 467,085 | $20.2M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -0.1% | 465,436 | $20.2M |
| Maryland State Retirement & Pension System | 0.42% | Add +2.8% | 459,338 | $19.9M |
| Citigroup Inc. | 0.01% | Reduce -4.1% | 456,380 | $19.8M |
| Raymond James Financial Inc. | 0.01% | Add +1.6% | 435,992 | $18.9M |
| Zacks Investment Management | 0.15% | Add +139.6% | 423,377 | $18.3M |
| New York State Teachers Retirement System | 0.03% | Reduce -0.0% | 410,569 | $17.8M |
| Squarepoint Ops LLC | 0.04% | Add +97.2% | 408,988 | $17.7M |
| Guggenheim Capital LLC | 0.13% | Reduce -3.4% | 406,086 | $17.6M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -1.1% | 392,860 | $17.0M |
| Gabelli Funds LLC | 0.12% | No change | 392,500 | $17.0M |
| Macquarie Group Ltd. | 0.02% | Reduce -2.3% | 389,970 | $16.9M |
| Aberdeen Group plc | 0.03% | Add +24.6% | 386,764 | $16.7M |
| Robeco Institutional Asset Management B.V. | 0.02% | Reduce -33.8% | 385,160 | $16.7M |
| Royal London Asset Management Ltd. | 0.04% | Add +51.9% | 381,934 | $16.5M |
| Magellan Asset Management Ltd | 0.19% | Add +7.5% | 369,164 | $16.0M |
| Hennessy Advisors Inc. | 0.54% | Reduce -13.1% | 362,781 | $15.7M |
| Energy Income Partners, LLC | 0.29% | Add +0.3% | 349,252 | $15.1M |
| Asset Management One Co., Ltd. | 0.04% | Reduce -7.5% | 348,366 | $15.1M |
| Boston Partners | 0.01% | Reduce -1.4% | 338,112 | $14.6M |
| Hudson Bay Capital Management LP | 0.10% | Reduce -7.3% | 332,662 | $14.4M |
| State of Wisconsin Investment Board | 0.03% | Reduce -10.0% | 329,518 | $14.3M |
| Natixis Advisors, LLC | 0.02% | Reduce -28.1% | 328,095 | $14.2M |
| Tredje AP-fonden | 0.11% | Add +209.0% | 323,043 | $14.0M |
| Man Group plc | 0.03% | Reduce -1.6% | 315,295 | $13.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Add +0.1% | 310,490 | $13.4M |
| Goelzer Investment Management, Inc. | 0.70% | Reduce -2.6% | 306,004 | $13.2M |
| State of Tennessee, Department of Treasury | 0.04% | Add +20.8% | 289,686 | $12.5M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.10% | Add +15.2% | 280,000 | $12.1M |
| Polymer Capital Management (US) LLC | 1.57% | Add +48.9% | 272,500 | $11.8M |
| Picton Mahoney Asset Management | 0.15% | Reduce -20.5% | 270,621 | $11.7M |
| Tudor Investment Corporation | 0.08% | New | 264,593 | $11.5M |
| Summit Global Investments | 0.67% | Reduce -1.4% | 263,075 | $11.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +4.9% | 257,993 | $11.2M |
| Korea Investment CORP | 0.02% | Reduce -34.7% | 257,761 | $11.2M |
| Aventail Capital Group, LP | 0.52% | No change | 252,426 | $10.9M |
| Cetera Investment Advisers | 0.01% | Add +157.2% | 248,900 | $10.8M |
| Susquehanna Fundamental Investments, LLC | 0.42% | Reduce -17.4% | 248,832 | $10.8M |
| LPL Financial LLC | 0.00% | Add +8.8% | 244,246 | $10.6M |
| Trexquant Investment LP | 0.11% | Reduce -12.4% | 244,103 | $10.6M |
| Miller Howard Investments Inc. | 0.32% | Reduce -4.8% | 243,553 | $10.5M |
| National Bank of Canada | 0.01% | Reduce -26.6% | 241,525 | $10.5M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -3.4% | 240,301 | $10.4M |
| Worldquant Millennium Advisors LLC | 0.04% | Reduce -15.0% | 235,935 | $10.2M |
| Sit Investment Associates Inc. | 0.20% | Reduce -16.6% | 225,166 | $9.8M |
| Van Eck Associates Corp. | 0.01% | Add +5.1% | 222,847 | $9.6M |
| Calamos Advisors LLC | 0.06% | No change | 221,603 | $9.6M |
| MetLife Investment Management, LLC | 0.05% | Add +3.5% | 216,949 | $9.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +7.7% | 213,923 | $9.3M |
| AE Wealth Management LLC | 0.06% | Add +11.3% | 212,643 | $9.2M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -3.8% | 211,556 | $9.2M |
| Bradley Foster & Sargent Inc. | 0.14% | No change | 211,400 | $9.2M |
| DNB Asset Management AS | 0.03% | Add +2.1% | 211,359 | $9.2M |
| Police & Firemen's Retirement System of New Jersey | 0.07% | Add +16.4% | 208,389 | $9.0M |
| Susquehanna Portfolio Strategies, LLC | 0.14% | Reduce -13.9% | 207,788 | $9.0M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.61% | Reduce -36.2% | 207,216 | $9.0M |
| New York State Common Retirement Fund | 0.01% | Reduce -9.8% | 204,184 | $8.8M |
| Jones Financial Companies LLLP | 0.01% | Add +12.3% | 205,341 | $8.7M |
| Bfsg, LLC | 0.84% | Reduce -1.0% | 200,245 | $8.7M |
| Quantinno Capital Management LP | 0.02% | Add +28.4% | 200,172 | $8.7M |
| Washington Trust Bank | 0.63% | Add +0.6% | 199,948 | $8.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -2.5% | 198,153 | $8.6M |
| Toronto Dominion Bank | 0.02% | Reduce -6.4% | 193,893 | $8.4M |
| Wedge Capital Management L L P | 0.14% | Add +16.5% | 192,740 | $8.3M |
| Forsta Ap-Fonden | 0.05% | Add +49.0% | 191,400 | $8.3M |
| Banco Santander, S.A. | 0.07% | No change | 180,476 | $7.8M |
| Wealth High Governance Capital Ltda | 2.24% | New | 180,000 | $7.8M |
| NEOS Investment Management LLC | 0.06% | Add +61.3% | 179,632 | $7.8M |
| Daiichi Life Insurance Co., Ltd. | 0.19% | Add +20.5% | 178,303 | $7.7M |
| Point72 Europe (London) LLP | 0.42% | New | 178,100 | $7.7M |
| IFM Investors Pty Ltd | 0.07% | Add +7.8% | 181,120 | $7.7M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 177,545 | $7.6M |
| Resolution Capital Ltd | 0.15% | Add +17.6% | 174,997 | $7.6M |
| Stifel Financial Corp. | 0.01% | Add +4.3% | 174,373 | $7.6M |
| Bollard Group LLC | 0.18% | Add +5.8% | 166,873 | $7.2M |
| Mutual of America Capital Management LLC | 0.08% | Reduce -1.6% | 165,267 | $7.2M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -0.4% | 163,853 | $7.1M |
| Credit Agricole S A | 0.02% | — | 160,815 | $7.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +8.0% | 160,442 | $6.9M |
| SummitTX Capital, L.P. | 0.29% | Reduce -45.6% | 159,612 | $6.9M |
| Bokf, NA | 0.10% | Add +1.2% | 153,287 | $6.6M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -0.7% | 151,615 | $6.6M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -5.5% | 150,103 | $6.5M |
| First Manhattan Co. Llc. | 0.02% | Reduce -3.6% | 147,045 | $6.4M |
| Comerica Bank | 0.02% | Add +8.0% | 140,459 | $6.1M |
| Nisa Investment Advisors, LLC | 0.02% | Add +6.0% | 139,685 | $6.0M |
| Arizona State Retirement System | 0.03% | Add +0.6% | 138,432 | $6.0M |
| Waverly Advisors, LLC | 0.06% | Reduce -35.1% | 137,038 | $5.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -8.4% | 138,095 | $5.9M |
| Tema ETFs LLC | 0.49% | Add +75.6% | 136,620 | $5.9M |
| American Century Companies Inc. | 0.00% | Add +2.8% | 134,020 | $5.8M |
| Ausbil Investment Management Ltd | 3.02% | Reduce -1.1% | 131,598 | $5.7M |
| State of New Jersey Common Pension Fund D | 0.02% | Add +8.0% | 130,737 | $5.7M |
| Lanark Financial, Inc. | 0.44% | Reduce -0.9% | 130,152 | $5.6M |
| State of Michigan Retirement System | 0.03% | Reduce -0.5% | 127,369 | $5.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.6% | 125,876 | $5.5M |
| ProShare Advisors LLC | 0.01% | Add +1.3% | 122,093 | $5.3M |
| BW Gestao de Investimentos Ltda. | 0.39% | New | 120,000 | $5.2M |
| Czech National Bank | 0.04% | Add +3.9% | 119,588 | $5.2M |
| SG Americas Securities, LLC | 0.02% | New | 115,914 | $5.0M |
| Morton Community Bank | 1.16% | Add +3.9% | 118,965 | $5.0M |
| CPC Advisors, LLC | 0.52% | Add +6.2% | 113,103 | $4.9M |
| Kennedy Capital Management LLC | 0.11% | Reduce -19.4% | 109,885 | $4.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -52.7% | 109,690 | $4.8M |
| Agf Management Ltd. | 0.02% | Reduce -17.7% | 109,671 | $4.7M |
| NewEdge Advisors, LLC | 0.02% | Add +4.8% | 109,152 | $4.7M |
| Rakuten Investment Management, Inc. | 0.02% | — | 52,657 | $4.7M |
| Public Sector Pension Investment Board | 0.02% | Add +5.0% | 101,573 | $4.4M |
| Hanson & Doremus Investment Management | 0.54% | Reduce -11.7% | 99,258 | $4.3M |
| Moran Wealth Management, LLC | 0.13% | Reduce -2.3% | 98,157 | $4.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +1267.4% | 97,345 | $4.2M |
| Wealthfront Advisers LLC | 0.01% | Reduce -15.4% | 94,391 | $4.1M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +7.0% | 92,543 | $4.0M |
| Amalgamated Bank | 0.03% | Reduce -1.9% | 91,082 | $3.9M |
| Hennion & Walsh Asset Management, Inc. | 0.14% | Add +1.9% | 90,859 | $3.9M |
| Cibc World Market Inc. | 0.01% | Reduce -0.5% | 90,250 | $3.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -54.1% | 89,743 | $3.9M |
| Creative Planning | 0.00% | Add +39.2% | 87,375 | $3.8M |
| Premier Fund Managers Ltd | 0.16% | Add +9.4% | 87,500 | $3.8M |
| Intech Investment Management LLC | 0.03% | Reduce -56.2% | 85,200 | $3.7M |
| Daiwa Securities Group Inc. | 0.01% | Add +6.4% | 83,192 | $3.6M |
| Walleye Capital LLC | 0.03% | Add +27.7% | 82,487 | $3.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +1.6% | 82,405 | $3.6M |
| Brevan Howard Capital Management LP | 0.05% | Add +43.8% | 80,832 | $3.5M |
| Nissay Asset Management Corp. /Japan | 0.02% | Reduce -0.1% | 80,812 | $3.5M |
| Great Lakes Advisors, LLC | 0.03% | Reduce -6.5% | 80,598 | $3.5M |
| Sterling Capital Management LLC | 0.05% | Reduce -7.8% | 78,302 | $3.4M |
| Yousif Capital Management, LLC | 0.04% | Reduce -8.7% | 77,723 | $3.4M |
| Utah Retirement Systems | 0.03% | No change | 77,282 | $3.3M |
| Xponance LLC | 0.03% | Reduce -15.8% | 76,097 | $3.3M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | Reduce -55.7% | 76,000 | $3.3M |
| Community Trust & Investment Co. | 0.18% | Reduce -2.4% | 75,851 | $3.3M |
| Entropy Technologies, LP | 0.24% | Add +32.6% | 74,822 | $3.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -31.5% | 74,282 | $3.2M |
| Oppenheimer & Co. Inc. | 0.04% | Add +0.0% | 73,099 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Add +27.7% | 72,817 | $3.2M |
| Advisors Asset Management, Inc. | 0.05% | Add +1.2% | 71,001 | $3.1M |
| Swiss Life Asset Management Ltd | 0.02% | Add +36.0% | 70,815 | $3.1M |
| Corient Private Wealth LP | 0.00% | Reduce -6.7% | 70,744 | $3.1M |
| Elo Mutual Pension Insurance Co | 0.05% | Add +49.6% | 68,892 | $3.0M |
| Truist Financial Corp. | 0.00% | Add +10.2% | 68,508 | $3.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -8.6% | 67,647 | $2.9M |
| CIBC Asset Management Inc | 0.01% | Add +4.0% | 66,941 | $2.9M |
| UniSuper Management Pty Ltd | 0.02% | Add +9.9% | 65,763 | $2.8M |
| Glenmede Investment Management, LP | 0.01% | Reduce -8.1% | 65,656 | $2.8M |
| SVB Wealth LLC | 0.15% | Reduce -20.8% | 65,419 | $2.8M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +6.0% | 64,982 | $2.8M |
| CIBC Bancorp USA Inc. | 0.02% | — | 64,956 | $2.8M |
| Lincoln Capital Corp. | 1.00% | Add +0.2% | 64,448 | $2.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +13.2% | 64,289 | $2.8M |
| J. Safra Sarasin Holding AG | 0.04% | Reduce -5.0% | 64,196 | $2.8M |
| Mackenzie Financial Corp. | 0.00% | Reduce -43.0% | 64,014 | $2.8M |
| New York Life Investment Management LLC | 0.02% | Reduce -0.3% | 63,986 | $2.8M |
| Sanctuary Advisors, LLC | 0.02% | Add +9.7% | 63,855 | $2.8M |
| Woodline Partners LP | 0.01% | Add +22.2% | 62,229 | $2.7M |
| Prudential PLC | 0.02% | Reduce -56.9% | 62,040 | $2.7M |
| Teacher Retirement System of Texas | 0.01% | Reduce -13.7% | 61,640 | $2.7M |
| Patton Fund Management, Inc. | 0.48% | Reduce -2.7% | 61,045 | $2.6M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -0.7% | 59,973 | $2.6M |
| OP Asset Management Ltd | 0.03% | No change | 59,483 | $2.6M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +24.6% | 59,034 | $2.6M |
| Bank of Nova Scotia | 0.00% | Add +17.7% | 57,942 | $2.5M |
| Cerity Partners LLC | 0.00% | Add +9.5% | 57,940 | $2.5M |
| Ascent Group, LLC | 0.09% | Reduce -2.8% | 57,877 | $2.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +2.6% | 57,081 | $2.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -37.0% | 56,121 | $2.4M |
| NFSG Corp | 0.36% | Add +21.3% | 55,851 | $2.4M |
| Drake & Associates, LLC | 0.51% | New | 56,292 | $2.4M |
| Engineers Gate Manager LP | 0.03% | Reduce -34.2% | 54,827 | $2.4M |
| HF Advisory Group, LLC | 0.87% | Add +8.0% | 54,578 | $2.4M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +32.3% | 53,806 | $2.3M |
| Fox Hill Wealth Management | 1.08% | Add +9.0% | 53,102 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.1% | 52,642 | $2.3M |
| Horizon Investments, LLC | 0.03% | Add +14.1% | 53,284 | $2.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -2.4% | 52,445 | $2.3M |
| Lee Johnson Capital Management, LLC | 0.73% | New | 50,462 | $2.2M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -4.6% | 50,381 | $2.2M |
| Capital Analysts, LLC | 0.06% | Reduce -4.1% | 49,887 | $2.2M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -2.0% | 49,573 | $2.1M |
| Sciencast Management LP | 0.40% | New | 49,260 | $2.1M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +1.7% | 49,056 | $2.1M |
| Metis Global Partners, LLC | 0.05% | Add +9.3% | 48,992 | $2.1M |
| CI Investments Inc. | 0.01% | Reduce -5.8% | 48,451 | $2.1M |
| XTX Topco Ltd | 0.11% | Reduce -56.2% | 47,770 | $2.1M |
| Captrust Financial Advisors | 0.00% | Add +3.5% | 47,469 | $2.1M |
| DC Investments Management, LLC | 0.84% | No change | 46,961 | $2.0M |
| Bailard, Inc. | 0.04% | Add +30.2% | 46,297 | $2.0M |
| Pacer Advisors, Inc. | 0.01% | Reduce -45.3% | 44,501 | $1.9M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 43,938 | $1.9M |
| Rothschild Investment LLC | 0.11% | Reduce -1.6% | 43,108 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.8% | 42,240 | $1.8M |
| Achmea Investment Management B.V. | 0.02% | No change | 41,203 | $1.8M |
| US Bancorp \de | 0.00% | Reduce -1.5% | 40,631 | $1.8M |
| KBC Group NV | 0.00% | No change | 40,250 | $1.7M |
| Shell Asset Management Co. | 0.17% | Reduce -34.9% | 39,332 | $1.7M |
| Wesbanco Bank Inc. | 0.05% | Reduce -3.9% | 39,308 | $1.7M |
| Ninepoint Partners LP | 0.23% | Add +8.9% | 39,268 | $1.7M |
| Prelude Capital Management, LLC | 0.13% | Add +102.5% | 39,129 | $1.7M |
| Simplex Trading, LLC | 0.04% | Add +83.9% | 39,065 | $1.7M |
| Qsemble Capital Management, LP | 0.16% | New | 38,856 | $1.7M |
| Meeder Advisory Services, Inc. | 0.08% | Add +1.1% | 38,324 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Add +3.0% | 37,827 | $1.6M |
| ASR Vermogensbeheer N.V. | 0.02% | Reduce -0.1% | 36,898 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 36,638 | $1.6M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +4.0% | 36,307 | $1.6M |
| Oak Thistle LLC | 0.24% | Reduce -25.3% | 35,920 | $1.6M |
| M&T Bank Corp | 0.01% | Reduce -19.2% | 35,681 | $1.5M |
| Board of the Pension Protection Fund | 1.48% | Add +13.3% | 35,000 | $1.5M |
| Park Avenue Securities LLC | 0.01% | Reduce -10.4% | 34,713 | $1.5M |
| Oxford Financial Group, LTD. LLC | 0.08% | No change | 33,563 | $1.5M |
| Mizuho Securities USA LLC | 0.03% | Add +5.4% | 34,294 | $1.4M |
| Florida Financial Advisors, LLC | 0.44% | Add +8.2% | 32,846 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +468.7% | 32,562 | $1.4M |
| Spirit of America Management Corp. | 0.28% | Add +13.6% | 32,500 | $1.4M |
| Occudo Quantitative Strategies LP | 0.17% | Reduce -80.0% | 31,747 | $1.4M |
| Everhart Financial Group, Inc. | 0.14% | Add +2.7% | 31,451 | $1.4M |
| Aviso Financial Inc. | 0.05% | Add +1.1% | 31,200 | $1.4M |
| JSF Financial, LLC | 0.29% | New | 30,160 | $1.3M |
| Sapient Capital LLC | 0.02% | Reduce -0.0% | 30,207 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +110.8% | 29,640 | $1.3M |
| First Citizens Bank & Trust Co. | 0.03% | Reduce -91.5% | 29,227 | $1.3M |
| Jackson Creek Investment Advisors LLC | 0.36% | Reduce -0.6% | 28,813 | $1.2M |
| Huntington National Bank | 0.01% | Reduce -12.3% | 28,778 | $1.2M |
| Norinchukin Bank, The | 0.02% | Add +1.7% | 28,727 | $1.2M |
| Wolverine Trading, LLC | 0.02% | New | 28,599 | $1.2M |
| Hartford Investment Management Co. | 0.04% | Reduce -2.8% | 28,066 | $1.2M |
| Strengthening Families & Communities, LLC | 0.26% | Add +5.0% | 27,520 | $1.2M |
| Finward Bancorp | 0.90% | Reduce -1.7% | 27,258 | $1.2M |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -26.6% | 27,176 | $1.2M |
| &partners | 0.01% | Add +4.2% | 27,015 | $1.2M |
| CHICAGO TRUST Co NA | 0.16% | Reduce -2.5% | 26,954 | $1.2M |
| WINTON GROUP Ltd | 0.04% | New | 26,641 | $1.2M |
| Elevated Capital Advisors, LLC | 0.29% | Reduce -9.3% | 26,552 | $1.1M |
| AXA Investment Managers S.A. | 0.00% | — | 26,236 | $1.1M |
| Summit Trail Advisors, LLC | 0.02% | Add +47.6% | 26,172 | $1.1M |
| DRW Securities, LLC | 0.06% | Reduce -71.1% | 26,000 | $1.1M |
| Inspire Advisors, LLC | 0.11% | New | 25,714 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +36.5% | 25,428 | $1.1M |
| GAMMA Investing LLC | 0.06% | Add +9.5% | 25,196 | $1.1M |
| Nordea Investment Management AB | 0.00% | Add +16.7% | 25,218 | $1.1M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +2.6% | 24,901 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -0.4% | 24,700 | $1.1M |
| Profund Advisors LLC | 0.03% | Add +4.0% | 24,610 | $1.1M |
| Icon Advisers Inc. | 0.23% | Reduce -8.3% | 24,300 | $1.1M |
| 1834 Investment Advisors Co. | 0.13% | Add +1.4% | 23,895 | $1.0M |
| AlphaQuest LLC | 0.07% | Add +2.9% | 23,864 | $1.0M |
| Gulf International Bank (UK) Ltd | 0.03% | No change | 23,780 | $1.0M |
| BTG Pactual Asset Management US LLC | 0.12% | Reduce -47.4% | 23,650 | $1.0M |
| Prosperity Consulting Group, LLC | 0.05% | Add +1.1% | 23,565 | $1.0M |
| Nomura Holdings Inc. | 0.01% | Add +20.1% | 23,484 | $1.0M |
| 1ST Source Bank | 0.05% | No change | 23,323 | $1.0M |
| Blair William & Co. | 0.00% | Reduce -0.9% | 23,100 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +26.5% | 22,915 | $992K |
| Securian Asset Management, Inc. | 0.03% | Reduce -7.1% | 22,733 | $984K |
| Trivium Point Advisory, LLC | 0.10% | Reduce -6.0% | 22,256 | $964K |
| Investment Management Corp of Ontario | 0.01% | Add +92.4% | 22,132 | $958K |
| Ingalls & Snyder LLC | 0.03% | No change | 22,123 | $958K |
| PEAK6 LLC | 0.02% | New | 21,771 | $943K |
| Mgo One Seven LLC | 0.02% | Add +7.0% | 21,755 | $942K |
| Thompson Siegel & Walmsley LLC | 0.02% | Reduce -98.2% | 21,717 | $940K |
| New Mexico Educational Retirement Board | 0.03% | Reduce -2.3% | 21,300 | $922K |
| Alps Advisors Inc. | 0.01% | Reduce -84.7% | 21,260 | $921K |
| Cohen Capital Management, Inc. | 0.14% | No change | 21,200 | $918K |
| Tower Bridge Advisors | 0.09% | Add +1.1% | 21,132 | $915K |
| Schnieders Capital Management, Llc. | 0.15% | — | 20,911 | $905K |
| Moody National Bank Trust Division | 0.08% | Reduce -7.5% | 20,577 | $891K |
| Supplemental Annuity Collective Trust of NJ | 0.23% | No change | 20,000 | $866K |
| Vident Advisory, LLC | 0.01% | Add +13.0% | 19,939 | $863K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +1.9% | 19,804 | $858K |
| Cornercap Investment Counsel Inc. | 0.43% | Reduce -1.7% | 19,775 | $856K |
| Inspire Investing, LLC | 0.08% | New | 19,642 | $850K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -15.2% | 19,622 | $850K |
| Arax Advisory Partners | 0.01% | Add +237.0% | 19,493 | $844K |
| MML Investors Services, LLC | 0.00% | Add +12.5% | 19,256 | $834K |
| Crumly & Associates Inc. | 0.18% | Add +5.0% | 19,187 | $831K |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -55.1% | 19,070 | $826K |
| Ti-Trust, Inc. | 0.52% | No change | 18,950 | $821K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +47.9% | 18,727 | $810K |
| Bessemer Group Inc. | 0.00% | Reduce -18.9% | 18,674 | $809K |
| Level Four Advisory Services, LLC | 0.03% | Add +2.6% | 18,639 | $807K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -0.7% | 18,639 | $807K |
| MAI Capital Management | 0.01% | Add +4.8% | 18,613 | $806K |
| Valeo Financial Advisors, LLC | 0.02% | Add +0.1% | 18,506 | $801K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.0% | 18,352 | $795K |
| USA Financial Formulas | 0.14% | Reduce -22.1% | 18,296 | $792K |
| Alamea Verwaltungs GmbH | 0.54% | New | 18,175 | $787K |
| Farther Finance Advisors, LLC | 0.01% | Add +25.6% | 17,775 | $770K |
| Allstate Corp. | 0.02% | New | 17,733 | $768K |
| VeraBank, N.A. | 0.14% | Reduce -12.1% | 17,724 | $767K |
| Danske Bank A/S | 0.00% | Add +4.7% | 17,678 | $765K |
| Stableford Capital II LLC | 0.28% | No change | 17,574 | $761K |
| QRG Capital Management, Inc. | 0.01% | Reduce -10.8% | 17,257 | $747K |
| Farringdon Capital, Ltd. | 0.19% | New | 17,246 | $747K |
| Northwest & Ethical Investments L.P. | 0.02% | No change | 16,862 | $729K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.6% | 16,595 | $719K |
| Annex Advisory Services, LLC | 0.01% | No change | 16,301 | $706K |
| Horizon Bancorp Inc. | 0.33% | No change | 16,197 | $701K |
| Strategy Asset Managers LLC | 0.13% | Add +0.1% | 16,135 | $699K |
| Amica Mutual Insurance Co. | 0.06% | No change | 16,099 | $697K |
| Twinbeech Capital LP | 0.03% | New | 15,910 | $689K |
| Vestcor Inc | 0.02% | No change | 15,654 | $678K |
| Elevation Point Wealth Partners, LLC | 0.05% | Add +20226.3% | 15,448 | $669K |
| Two Sigma Advisers, LP | 0.00% | Add +53.0% | 15,300 | $662K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -46.5% | 15,266 | $661K |
| Contravisory Investment Management, Inc. | 0.13% | Reduce -0.4% | 15,092 | $653K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.1% | 15,007 | $650K |
| Advisory Services Network, LLC | 0.01% | Add +1.6% | 14,951 | $647K |
| Union Bancaire Privee, UBP SA | 0.01% | Reduce -31.2% | 17,430 | $647K |
| Banque Cantonale Vaudoise | 0.02% | New | 14,953 | $647K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -8.7% | 14,794 | $641K |
| Savant Capital, LLC | 0.00% | Reduce -0.0% | 14,771 | $640K |
| Alan B Lancz & Associates, Inc. | 0.58% | No change | 14,765 | $639K |
| Empirical Finance, LLC | 0.03% | Add +1.1% | 14,705 | $637K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -13.6% | 14,665 | $635K |
| Keybank National Association | 0.00% | Reduce -10.6% | 14,629 | $633K |
| Commerce Bank | 0.00% | Reduce -3.0% | 14,577 | $631K |
| Compound Planning, Inc. | 0.02% | Add +22.9% | 14,510 | $628K |
| Verdence Capital Advisors LLC | 0.04% | Add +1.7% | 14,319 | $626K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -63.0% | 14,159 | $613K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -0.0% | 14,150 | $613K |
| Sigma Planning Corp | 0.02% | Reduce -41.4% | 14,073 | $609K |
| HB Wealth Management, LLC | 0.00% | Add +6.2% | 14,039 | $608K |
| Focus Partners Wealth | 0.00% | Reduce -36.5% | 14,005 | $606K |
| Kimelman & Baird, LLC | 0.05% | No change | 13,950 | $604K |
| Nippon Life Global Investors Americas, Inc. | 0.03% | New | 13,760 | $596K |
| Quantum Portfolio Management LLC | 0.18% | Add +44.0% | 13,724 | $594K |
| Virtus Advisers, LLC | 0.33% | Reduce -34.5% | 13,701 | $593K |
| Frontier Capital Management Co. LLC | 0.01% | Reduce -1.0% | 13,549 | $587K |
| Archer Investment Corp | 0.13% | Add +10.6% | 13,537 | $586K |
| V-Square Quantitative Management LLC | 0.10% | Add +4.0% | 13,305 | $576K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -28.9% | 12,843 | $556K |
| Qtron Investments LLC | 0.07% | New | 12,777 | $553K |
| Mufg Securities Americas Inc. | 0.04% | Add +21.7% | 12,697 | $550K |
| Bayesian Capital Management, LP | 0.11% | New | 12,500 | $541K |
| Holistic Financial Partners | 0.22% | Add +0.2% | 12,475 | $540K |
| Csenge Advisory Group | 0.03% | Reduce -23.3% | 12,116 | $525K |
| Empowered Funds, LLC | 0.01% | Add +111.8% | 12,106 | $524K |
| CIBC Private Wealth Group LLC | 0.00% | Add +20.4% | 11,672 | $505K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -3.1% | 11,647 | $504K |
| LOM Asset Management Ltd | 0.15% | Add +7.8% | 11,561 | $501K |
| Ibex Wealth Advisors | 0.05% | Add +0.3% | 11,567 | $501K |
| Regions Financial Corp. | 0.00% | Add +37.2% | 11,459 | $496K |
| William Blair Investment Management, LLC | 0.00% | Reduce -3.2% | 11,297 | $489K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -96.3% | 11,124 | $482K |
| Wright Investors Service Inc. | 0.14% | New | 10,992 | $476K |
| Vontobel Holding Ltd. | 0.00% | Add +27.3% | 10,969 | $475K |
| SageView Advisory Group, LLC | 0.02% | Reduce -1.4% | 10,841 | $469K |
| Horizon Investment Services, LLC | 0.18% | Reduce -0.2% | 10,799 | $468K |
| Fifth Third Bancorp | 0.00% | Reduce -8.0% | 10,548 | $457K |
| Private Advisor Group, LLC | 0.00% | Add +0.3% | 10,470 | $453K |
| GAM Holding AG | 0.03% | New | 10,416 | $451K |
| National Pension Service | 0.00% | Add +40.3% | 10,133 | $439K |
| APG Asset Management N.V. | 0.00% | No change | 11,884 | $438K |
| GTS Securities LLC | 0.02% | New | 10,054 | $435K |
| Cherokee Insurance Co | 0.19% | No change | 10,000 | $433K |
| NJ State Employees Deferred Compensation Plan | 0.05% | No change | 10,000 | $433K |
| Meritage Portfolio Management | 0.03% | Reduce -5.4% | 9,926 | $430K |
| Ethic Inc. | 0.01% | Add +16.4% | 9,895 | $428K |
| Merit Financial Group, LLC | 0.00% | Add +21.0% | 9,889 | $428K |
| Bridgewater Associates | 0.00% | New | 9,786 | $424K |
| Assetmark, Inc. | 0.00% | Add +15.4% | 9,746 | $422K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.7% | 9,677 | $421K |
| Brown Brothers Harriman & Co. | 0.00% | Add +18.8% | 9,651 | $418K |
| Callan Family Office, LLC | 0.01% | Reduce -11.3% | 9,646 | $418K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.3% | 9,567 | $414K |
| Pathway Financial Advisers, LLC | 0.12% | Reduce -25.7% | 9,568 | $414K |
| Moors & Cabot, Inc. | 0.02% | Reduce -6.2% | 9,560 | $414K |
| State of Wyoming | 0.05% | New | 9,544 | $413K |
| UMB Bank, n.a. | 0.01% | Add +0.1% | 9,439 | $409K |
| Aster Capital Management (DIFC) Ltd | 0.21% | New | 9,435 | $409K |
| Chicago Partners Investment Group LLC | 0.01% | Add +4.0% | 9,415 | $409K |
| New Age Alpha Advisors, LLC | 0.02% | Add +1.5% | 9,287 | $402K |
| McKinley Carter Wealth Services, Inc. | 0.02% | No change | 9,258 | $401K |
| Ballentine Partners, LLC | 0.01% | Reduce -0.4% | 9,161 | $397K |
| MUFG Securities EMEA plc | 0.01% | Add +551.2% | 9,012 | $390K |
| Mariner, LLC | 0.00% | Reduce -70.3% | 8,926 | $386K |
| Arkadios Wealth Advisors | 0.01% | Add +17.0% | 8,742 | $379K |
| IHT Wealth Management, LLC | 0.01% | Add +1.1% | 8,732 | $378K |
| South Dakota Investment Council | 0.01% | Reduce -16.4% | 8,700 | $377K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -0.9% | 8,606 | $373K |
| Regent Peak Wealth Advisors LLC | 0.07% | — | 8,564 | $371K |
| Choreo, LLC | 0.00% | Add +11.4% | 8,535 | $370K |
| Canada Post Corp Registered Pension Plan | 0.02% | Add +1067.5% | 8,476 | $366K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -5.8% | 8,391 | $363K |
| Virtu Financial LLC | 0.02% | New | 8,370 | $362K |
| 3Chopt Investment Partners, LLC | 0.08% | Add +0.3% | 8,291 | $359K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.2% | 8,270 | $358K |
| Jain Global LLC | 0.00% | Reduce -98.7% | 8,179 | $354K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +2.1% | 8,169 | $354K |
| Hutchens & Kramer Investment Management Group, LLC | 0.14% | No change | 8,062 | $349K |
| Beverly Hills Private Wealth, LLC | 0.06% | Add +0.5% | 8,037 | $348K |
| Lumbard & Kellner, LLC | 0.13% | No change | 8,000 | $346K |
| Silver Oak Securities, Incorporated | 0.03% | Add +5.6% | 7,992 | $346K |
| Brighton Jones LLC | 0.01% | Add +37.2% | 7,980 | $346K |
| HighPoint Advisor Group LLC | 0.02% | Add +12.5% | 7,936 | $344K |
| Invst, LLC | 0.04% | Add +0.6% | 7,878 | $341K |
| Prudent Man Advisors, LLC | 0.12% | Reduce -55.0% | 7,763 | $336K |
| Shepherd Financial Partners LLC | 0.03% | Add +0.9% | 7,726 | $335K |
| CreativeOne Wealth, LLC | 0.01% | Add +20.8% | 7,678 | $332K |
| NewEdge Wealth, LLC | 0.00% | Add +5.6% | 7,723 | $331K |
| Baird Financial Group, Inc. | 0.00% | Reduce -69.2% | 7,627 | $330K |
| World Investment Advisors | 0.01% | Reduce -12.2% | 7,624 | $330K |
| Modern Wealth Management, LLC | 0.01% | Add +0.8% | 7,558 | $327K |
| Tidal Investments LLC | 0.00% | Reduce -57.6% | 7,480 | $324K |
| Signaturefd, LLC | 0.01% | Add +1.9% | 7,303 | $316K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | Reduce -18.9% | 7,300 | $316K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -2.6% | 7,243 | $314K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Add +0.2% | 7,240 | $313K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -32.6% | 7,201 | $312K |
| Longboard Asset Management, LP | 0.50% | No change | 7,200 | $312K |
| Calydon Capital | 0.05% | Reduce -13.3% | 7,171 | $311K |
| Hilltop Partners LLC | 0.09% | Add +3.9% | 7,157 | $310K |
| Summit Financial, LLC | 0.00% | Add +3.7% | 7,080 | $307K |
| Praxis Investment Management Inc. | 0.02% | Reduce -66.2% | 7,030 | $304K |
| Pinnacle Associates Ltd. | 0.00% | New | 6,972 | $302K |
| Sherbrooke Park Advisers LLC | 0.14% | New | 6,935 | $300K |
| OneAscent Investment Solutions LLC | 0.32% | Reduce -8.5% | 6,921 | $300K |
| Jacobi Capital Management LLC | 0.02% | Add +0.1% | 6,731 | $291K |
| Voleon Capital Management LP | 0.01% | New | 6,720 | $291K |
| Redmond Asset Management, LLC | 0.07% | No change | 6,674 | $289K |
| Ritholtz Wealth Management | 0.01% | Add +20.2% | 6,672 | $289K |
| St Germain D J Co. Inc. | 0.01% | Reduce -2.5% | 6,592 | $285K |
| TD Private Client Wealth LLC | 0.01% | Reduce -84.2% | 6,539 | $283K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +0.0% | 6,525 | $283K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +98.2% | 6,461 | $280K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +2.8% | 6,444 | $279K |
| Long Run Wealth Advisors, LLC | 0.05% | Add +0.7% | 6,438 | $279K |
| Siemens Fonds Invest GmbH | 0.02% | Reduce -0.4% | 6,423 | $278K |
| Skyline Advisors, Inc. | 0.10% | No change | 6,373 | $276K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -24.4% | 6,325 | $274K |
| GAMCO Investors | 0.00% | No change | 6,300 | $273K |
| Wedbush Securities Inc. | 0.01% | Add +7.3% | 6,114 | $265K |
| Lido Advisors, LLC | 0.00% | New | 6,100 | $264K |
| Vise Technologies, Inc. | 0.01% | Add +0.3% | 6,090 | $264K |
| Cresset Asset Management, LLC | 0.00% | Add +3.0% | 6,077 | $263K |
| Mark Sheptoff Financial Planning, LLC | 0.13% | Add +5.2% | 6,050 | $262K |
| PDS Planning, Inc | 0.02% | Add +0.3% | 6,043 | $262K |
| Evolution Advisers, Inc. | 0.11% | No change | 5,932 | $255K |
| Argent Trust Co | 0.01% | New | 5,881 | $255K |
| Washington Trust Advisors, Inc. | 0.02% | Add +2.7% | 5,842 | $253K |
| Wetzel Investment Advisors, Inc. | 0.11% | No change | 5,826 | $252K |
| Sowell Financial Services LLC | 0.01% | Add +0.6% | 5,820 | $252K |
| Brand Asset Management Group, Inc. | 0.07% | New | 5,783 | $250K |
| Cornerstone Wealth Group, LLC | 0.02% | Add +4.1% | 5,743 | $249K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 5,729 | $248K |
| Essex Financial Services, Inc. | 0.01% | Add +13.5% | 5,684 | $246K |
| Cooper Financial Group | 0.03% | Reduce -0.9% | 5,616 | $243K |
| Bedel Financial Consulting, Inc. | 0.03% | Reduce -32.0% | 5,540 | $240K |
| Altshuler Shaham Ltd | 0.00% | Add +14.9% | 5,494 | $238K |
| Mather Group, Llc. | 0.00% | New | 5,474 | $237K |
| Syntegra Private Wealth Group, LLC | 0.02% | No change | 5,442 | $236K |
| Barnes Wealth Management Group, Inc | 0.13% | Add +1.0% | 5,434 | $235K |
| Park National Corp. | 0.01% | No change | 5,432 | $235K |
| Synovus Financial Corp. | 0.00% | No change | 5,418 | $235K |
| Knollwood Investment Advisory, LLC | 0.02% | Reduce -4.5% | 5,416 | $235K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -76.0% | 5,381 | $233K |
| Monarch Capital Management Inc. | 0.06% | No change | 5,370 | $233K |
| Johnson Financial Group, Inc. | 0.01% | Add +1728.1% | 5,338 | $231K |
| Morningstar Investment Management LLC | 0.01% | New | 5,243 | $227K |
| Indiana Trust & Investment Management Co | 0.07% | No change | 5,237 | $227K |
| Keystone Financial Services | 0.07% | Add +1.6% | 5,217 | $226K |
| Continuum Advisory, LLC | 0.02% | Reduce -1.7% | 5,194 | $225K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 5,185 | $225K |
| Ostrum Asset Management | 0.01% | Reduce -3.0% | 5,176 | $224K |
| Advyzon Investment Management, LLC | 0.04% | New | 5,090 | $220K |
| CX Institutional | 0.01% | Reduce -0.3% | 5,070 | $220K |
| Federated Hermes, Inc. | 0.00% | Reduce -91.3% | 5,022 | $217K |
| Pandora Wealth, Inc. | 0.13% | No change | 5,000 | $217K |
| Pathway Financial Advisors LLC | 0.03% | New | 4,987 | $216K |
| Richardson Financial Services Inc. | 0.13% | No change | 4,974 | $215K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.5% | 4,931 | $213K |
| Total Clarity Wealth Management, Inc. | 0.06% | New | 4,900 | $212K |
| StoneX Group Inc. | 0.01% | New | 4,865 | $211K |
| Wexford Capital LP | 0.06% | Reduce -86.4% | 4,840 | $210K |
| LVW Advisors, LLC | 0.02% | New | 4,813 | $208K |
| OneAscent Wealth Management LLC | 0.07% | New | 4,740 | $205K |
| Probity Advisors, Inc. | 0.03% | New | 4,734 | $205K |
| Lokken Investment Group LLC | 0.07% | New | 4,727 | $205K |
| Apollon Wealth Management, LLC | 0.00% | New | 4,714 | $204K |
| Kraematon Investment Advisors, Inc. | 0.17% | New | 4,689 | $203K |
| Los Angeles Capital Management LLC | 0.00% | New | 4,667 | $202K |
| Pinion Investment Advisors, LLC | 0.06% | New | 4,620 | $202K |
| Cigna Investments Inc. | 0.03% | New | 4,626 | $201K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 4,626 | $200K |
| Walleye Trading LLC | 0.00% | Reduce -88.9% | 4,614 | $200K |
| Principal Securities, Inc. | 0.00% | Reduce -10.7% | 4,592 | $199K |
| Harvest Fund Management Co., Ltd | 0.01% | Reduce -42.1% | 4,453 | $193K |
| FIL Ltd | 0.00% | No change | 4,220 | $183K |
| Versant Capital Management, Inc | 0.02% | Add +1.4% | 4,188 | $181K |
| Blue Trust, Inc. | 0.00% | Reduce -5.6% | 4,159 | $180K |
| Allworth Financial LP | 0.00% | Add +10.5% | 4,069 | $176K |
| Avalon Trust Co | 0.01% | No change | 4,000 | $173K |
| Ascentis Wealth Management, LLC | 0.04% | Add +81.7% | 3,949 | $171K |
| Westfuller Advisors, LLC | 0.08% | New | 3,924 | $170K |
| Frazier Financial Advisors, LLC | 0.10% | Add +1.5% | 3,649 | $158K |
| IFP Advisors, Inc | 0.00% | Add +175.0% | 3,600 | $156K |
| TD Waterhouse Canada Inc. | 0.00% | Add +44.6% | 3,591 | $155K |
| Parallel Advisors, LLC | 0.00% | Add +8.8% | 3,448 | $149K |
| Centaurus Financial, Inc. | 0.01% | Reduce -1.5% | 3,350 | $145K |
| Harbour Investments, Inc. | 0.00% | Add +30.4% | 3,102 | $134K |
| Hartford Financial Management Inc. | 0.03% | No change | 3,000 | $130K |
| Quarry LP | 0.03% | Reduce -27.1% | 2,834 | $123K |
| Global Retirement Partners, LLC | 0.00% | Reduce -0.6% | 2,649 | $115K |
| Hantz Financial Services, Inc. | 0.00% | Add +281.9% | 2,643 | $114K |
| Caitong International Asset Management Co., Ltd | 0.08% | New | 2,568 | $111K |
| HM Payson & Co. | 0.00% | Reduce -37.9% | 2,561 | $111K |
| Creekmur Asset Management LLC | 0.02% | No change | 2,534 | $110K |
| Private Trust Co. NA | 0.01% | Add +3.1% | 2,436 | $105K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -2.8% | 2,383 | $103K |
| Quadrant Capital Group LLC | 0.00% | New | 1,884 | $82K |
| Eastern Bank | 0.00% | Reduce -17.4% | 1,786 | $77K |
| Leonteq Securities AG | 0.00% | Reduce -5.1% | 1,756 | $76K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,735 | $75K |
| Strategic Investment Solutions, Inc. | 0.02% | No change | 1,671 | $72K |
| Root Financial Partners, LLC | 0.00% | New | 1,647 | $71K |
| Amica Retiree Medical Trust | 0.10% | No change | 1,606 | $70K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -2.7% | 1,570 | $69K |
| Larson Financial Group LLC | 0.00% | Add +21.1% | 1,518 | $66K |
| Costello Asset Management, INC | 0.02% | No change | 1,500 | $65K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,500 | $65K |
| Hemington Wealth Management | 0.01% | Reduce -5.9% | 1,411 | $61K |
| Cromwell Holdings LLC | 0.03% | No change | 1,367 | $59K |
| Rise Advisors, LLC | 0.02% | Add +0.7% | 1,363 | $59K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -8.8% | 1,330 | $58K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 1,328 | $58K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -84.6% | 1,263 | $55K |
| Legacy Wealth Managment, LLC | 0.02% | Reduce -3.5% | 1,248 | $54K |
| Sentry Investment Management LLC | 0.03% | New | 1,175 | $52K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,135 | $49K |
| CYBER HORNET ETFs LLC | 0.03% | Add +3.7% | 1,122 | $49K |
| Gen-Wealth Partners Inc | 0.02% | No change | 1,119 | $48K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 1,119 | $48K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,102 | $48K |
| Heartwood Wealth Advisors LLC | 0.00% | New | 1,100 | $48K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 1,076 | $47K |
| MCF Advisors LLC | 0.00% | Add +0.4% | 1,032 | $45K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 1,030 | $45K |
| Trust Co. of Toledo NA | 0.00% | No change | 1,000 | $43K |
| Delta Asset Management LLC | 0.00% | Reduce -2.9% | 995 | $43K |
| Seneschal Advisors, LLC | 0.03% | New | 989 | $43K |
| Manchester Capital Management LLC | 0.01% | Add +43.3% | 917 | $40K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -3.5% | 857 | $37K |
| Quent Capital, LLC | 0.00% | New | 825 | $36K |
| Summit Securities Group LLC | 0.01% | Add +156.2% | 812 | $35K |
| First Community Trust NA | 0.03% | No change | 792 | $34K |
| Colonial Trust Advisors | 0.00% | No change | 750 | $32K |
| Parkside Financial Bank & Trust | 0.00% | Add +0.5% | 748 | $32K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +9.4% | 747 | $32K |
| Logan Capital Management Inc. | 0.00% | Reduce -16.8% | 741 | $32K |
| REAP Financial Group, LLC | 0.01% | New | 729 | $32K |
| Country Trust Bank | 0.00% | No change | 700 | $30K |
| Rossby Financial, LCC | 0.01% | Reduce -2.1% | 690 | $30K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 651 | $28K |
| Barrett & Company, Inc. | 0.01% | No change | 650 | $28K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 635 | $27K |
| AdvisorNet Financial, Inc | 0.00% | No change | 611 | $26K |
| Crewe Advisors LLC | 0.00% | Reduce -4.7% | 609 | $26K |
| West Branch Capital LLC | 0.01% | Add +0.2% | 604 | $26K |
| Caldwell Trust Co | 0.00% | No change | 594 | $26K |
| Spire Wealth Management | 0.00% | Reduce -14.6% | 585 | $25K |
| GoalVest Advisory LLC | 0.01% | No change | 570 | $25K |
| LRI Investments, LLC | 0.00% | No change | 534 | $23K |
| Perkins Coie Trust Co | 0.00% | No change | 521 | $23K |
| S&T Bank | 0.01% | Add +35.4% | 505 | $22K |
| Raleigh Capital Management Inc. | 0.01% | New | 502 | $22K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 500 | $22K |
| Bank of New Hampshire | 0.01% | No change | 500 | $22K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 500 | $22K |
| Salem Investment Counselors Inc. | 0.00% | No change | 500 | $22K |
| Clean Yield Group | 0.01% | New | 485 | $21K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 489 | $21K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -40.4% | 474 | $21K |
| Covestor Ltd | 0.01% | Add +7.3% | 471 | $20K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 460 | $20K |
| Monetary Management Group Inc. | 0.00% | No change | 455 | $20K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -53.9% | 450 | $19K |
| CENTRAL TRUST Co | 0.00% | No change | 440 | $19K |
| Kentucky Trust Co | 0.01% | No change | 425 | $18K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 423 | $18K |
| Financial Avengers, Inc. | 0.01% | Add +0.7% | 414 | $18K |
| Webster Bank, N. A. | 0.00% | No change | 409 | $18K |
| Main Street Group, LTD | 0.01% | No change | 400 | $17K |
| Wolff Wiese Magana LLC | 0.01% | No change | 395 | $17K |
| TruNorth Capital Management, LLC | 0.00% | No change | 383 | $17K |
| Key Financial Inc | 0.00% | No change | 378 | $16K |
| Princeton Global Asset Management LLC | 0.00% | No change | 372 | $16K |
| CoreCap Advisors, LLC | 0.00% | Add +107.0% | 356 | $15K |
| Salomon & Ludwin, LLC | 0.00% | New | 348 | $15K |
| GGM Financial LLC | 0.01% | New | 348 | $15K |
| Grove Bank & Trust | 0.00% | No change | 331 | $14K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -1.2% | 326 | $14K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 323 | $14K |
| ORG Partners LLC | 0.00% | Add +14.9% | 308 | $13K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -1.7% | 292 | $13K |
| Zions Bancorporation, National Association | 0.00% | Add +55.1% | 290 | $13K |
| GF Fund Management Co. LTD. | 0.00% | No change | 290 | $13K |
| Pingora Partners LLC | 0.01% | No change | 280 | $12K |
| Creative Financial Designs Inc. | 0.00% | No change | 280 | $12K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 280 | $12K |
| Coston, McIsaac & Partners | 0.00% | No change | 282 | $12K |
| Fortis Group Advisors, LLC | 0.00% | No change | 257 | $11K |
| North Star Investment Management Corp. | 0.00% | No change | 250 | $11K |
| JNBA Financial Advisors | 0.00% | No change | 244 | $11K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 241 | $10K |
| Fortitude Family Office, LLC | 0.00% | Reduce -9.7% | 232 | $10K |
| Meeder Asset Management Inc. | 0.00% | New | 221 | $10K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 211 | $9K |
| Tsfg, LLC | 0.00% | No change | 200 | $9K |
| CGC Financial Services, LLC | 0.00% | New | 200 | $9K |
| DT Investment Partners, LLC | 0.00% | No change | 198 | $9K |
| Bellevue Asset Management, LLC | 0.00% | Add +0.5% | 186 | $8K |
| Bell Investment Advisors, Inc | 0.00% | No change | 181 | $8K |
| FSA Wealth Management LLC | 0.00% | No change | 181 | $8K |
| Sachetta, LLC | 0.00% | No change | 176 | $8K |
| Glen Eagle Advisors, LLC | 0.00% | Add +33.0% | 157 | $7K |
| Flagship Wealth Advisors, LLC | 0.00% | New | 147 | $6K |
| Smithfield Trust Co | 0.00% | No change | 140 | $6K |
| Solstein Capital, LLC | 0.00% | No change | 136 | $6K |
| SBI Securities Co., Ltd. | 0.00% | Add +151.9% | 131 | $6K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -1.6% | 127 | $5K |
| WPG Advisers, LLC | 0.00% | No change | 120 | $5K |
| Motco | 0.00% | No change | 120 | $5K |
| Addison Advisors LLC | 0.00% | New | 117 | $5K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 117 | $5K |
| Mb, Levis & Associates, LLC | 0.00% | Add +0.9% | 116 | $5K |
| True Wealth Design, LLC | 0.00% | Reduce -14.8% | 109 | $5K |
| TD Capital Management LLC | 0.00% | Add +1.0% | 102 | $4K |
| Howard Hughes Medical Institute | 0.00% | No change | 101 | $4K |
| MV Capital Management, Inc. | 0.00% | No change | 100 | $4K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 82 | $4K |
| Golden State Wealth Management, LLC | 0.00% | No change | 92 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +279.2% | 91 | $4K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 90 | $4K |
| FWL Investment Management, LLC | 0.00% | New | 90 | $4K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 82 | $4K |
| JPL Wealth Management, LLC | 0.00% | New | 78 | $3K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 78 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 75 | $3K |
| TCTC Holdings, LLC | 0.00% | No change | 74 | $3K |
| Cloud Capital Management, LLC | 0.00% | New | 80 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | New | 69 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 68 | $3K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | No change | 64 | $3K |
| First Horizon Corp. | 0.00% | — | 62 | $3K |
| CVA Family Office, LLC | 0.00% | No change | 55 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 50 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +2.1% | 49 | $2K |
| GW&K Investment Management, LLC | 0.00% | No change | 54 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -24.6% | 46 | $2K |
| Binnacle Investments Inc | 0.00% | Add +95.5% | 43 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 37 | $2K |
| Bare Financial Services, Inc | 0.00% | Add +85.0% | 37 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 35 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 33 | $1K |
| Elevation Wealth Partners, LLC | 0.00% | New | 33 | $1K |
| Wealth Watch Advisors, INC | 0.00% | New | 31 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Add +15.4% | 30 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +27.3% | 28 | $1K |
| Millstone Evans Group, LLC | 0.00% | No change | 27 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +31.6% | 25 | $1K |
| Avion Wealth | 0.00% | No change | 32 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 23 | $996 |
| Activest Wealth Management | 0.00% | Add +46.7% | 22 | $953 |
| WestEnd Advisors, LLC | 0.00% | New | 22 | $953 |
| TFC Financial Management, Inc. | 0.00% | No change | 21 | $917 |
| Quaker Wealth Management, LLC | 0.00% | No change | 19 | $823 |
| Tortoise Investment Management, LLC | 0.00% | Add +240.0% | 17 | $736 |
| Hughes Financial Services, LLC | 0.00% | No change | 15 | $656 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -6.3% | 15 | $650 |
| Financial Consulate, Inc. | 0.00% | New | 15 | $650 |
| Cedar Mountain Advisors, LLC | 0.00% | New | 14 | $606 |
| Bogart Wealth, LLC | 0.00% | No change | 13 | $563 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -82.3% | 18 | $533 |
| Breakwater Investment Management | 0.00% | New | 12 | $520 |
| American Capital Advisory, LLC | 0.00% | Reduce -21.4% | 11 | $477 |
| Turning Point Benefit Group, Inc. | 0.00% | New | 10 | $430 |
| Valued Wealth Advisors LLC | 0.00% | No change | 9 | $390 |
| Clearstead Trust, LLC | 0.00% | No change | 9 | $390 |
| Davis Capital Management | 0.00% | — | 6 | $260 |
| Private Wealth Management Group, LLC | 0.00% | No change | 6 | $260 |
| Redwood Park Advisors LLC | 0.00% | No change | 5 | $217 |
| Hurley Capital, LLC | 0.00% | New | 5 | $217 |
| SouthState Bank Corp | 0.00% | Reduce -80.0% | 5 | $217 |
| IMA Advisory Services, Inc. | 0.00% | No change | 5 | $217 |
| Sound Income Strategies, LLC | 0.00% | No change | 5 | $215 |
| High Note Wealth, LLC | 0.00% | No change | 4 | $173 |
| Cape Investment Advisory, Inc. | 0.00% | No change | 3 | $130 |
| Clark Wealth Partners | 0.00% | New | 1 | $42 |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +28.6% | 18 | $0 |
| Penserra Capital Management LLC | 0.00% | New | 12 | $0 |
"% of holder's portfolio" is NI's weight in each manager's 13F, not the share of Nisource Inc. the manager owns.