NisourceNI

13F holders, Q4 2025 (December 31)
837holders +52
78new positions
56sold out
6famous investors
$41.77avg. 13F price*

At the end of Q4 2025, 837 institutions reported holding Nisource Inc. (NI) in their 13F filings, up 52 from Q3 2025. 78 opened new positions and 56 sold out. The largest holders were Vanguard Group Inc. ($2.6B), BlackRock, Inc. ($2.2B) and T. Rowe Price Investment Management, Inc. ($2.2B). 6 famous investors held it, including Daniel Sundheim (0.5% of D1 Capital Partners's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions78$199.9M
Exits56$212.7M

All 13F filers, Q3 2025 → Q4 2025: 32,894,401 shares bought and 27,844,707 shares sold, net +5,049,694 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 837 holders

Vanguard Group Inc. 0.04% Add +1.7% 62,408,533 $2.6B
BlackRock, Inc. 0.04% Add +7.0% 51,570,498 $2.2B
T. Rowe Price Investment Management, Inc. 1.36% Add +19.1% 51,504,257 $2.2B
State Street Corp. 0.04% Add +4.5% 26,735,119 $1.1B
Geode Capital Management, LLC 0.03% Add +2.0% 12,459,421 $518.3M
Deutsche Bank AG 0.14% Reduce -14.0% 10,349,376 $432.2M
Jennison Associates LLC 0.24% Reduce -1.0% 9,429,794 $393.8M
FMR LLC 0.02% Reduce -2.8% 9,138,698 $381.6M
Capital International Investors 0.05% Add +0.4% 8,167,328 $341.1M
Norges Bank 0.04% — 8,066,389 $336.9M
Invesco Ltd. 0.03% Reduce -2.6% 7,786,335 $325.2M
JPMorgan Chase & Co. 0.02% Reduce -12.0% 7,477,325 $312.3M
Franklin Resources Inc. 0.06% Reduce -3.2% 6,118,568 $255.5M
Newport Trust Company, LLC 0.57% Reduce -0.6% 5,700,723 $238.1M
Soroban Capital Partners LP 1.71% Add +4.6% 5,387,780 $233.3M
Reaves W H & Co. Inc. 3.96% Add +8.3% 5,424,733 $226.5M
Pictet Asset Management Holding SA 0.22% Add +21.1% 5,414,781 $226.1M
Morgan Stanley 0.01% Add +11.4% 4,882,914 $203.9M
UBS Group AG 0.04% Add +34.4% 4,875,267 $203.6M
Cohen & Steers, Inc. 0.35% Reduce -15.3% 4,604,468 $192.3M
Charles Schwab Investment Management Inc. 0.03% Add +2.4% 4,344,127 $181.4M
Northern Trust Corp. 0.02% Reduce -4.0% 4,273,238 $178.5M
Wellington Management Group LLP 0.03% Add +72.7% 4,237,172 $176.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +2.2% 4,046,284 $169.0M
Legal & General Group Plc 0.04% Reduce -3.1% 3,935,937 $164.4M
Zimmer Partners, LP 4.26% Reduce -34.3% 3,870,100 $161.6M
Bank of America Corp. 0.01% Add +6.6% 3,592,593 $150.0M
Goldman Sachs Group Inc. 0.02% Reduce -16.4% 3,531,175 $147.5M
Bank of New York Mellon Corp 0.02% Reduce -15.1% 3,247,456 $135.6M
Alkeon Capital Management LLC 0.59% Add +4.2% 3,230,500 $134.9M
Duff & Phelps Investment Management Co. 1.47% Reduce -0.5% 3,106,606 $129.7M
Royal Bank of Canada 0.02% Reduce -21.9% 2,999,971 $125.3M
Citadel Advisors 0.07% Add +111.6% 2,486,380 $103.8M
Dimensional Fund Advisors LP 0.02% Reduce -1.3% 2,451,954 $102.4M
PFA Pension, Forsikringsaktieselskab 0.29% — 2,401,071 $101.0M
Nuveen, LLC 0.02% Add +21.2% 2,205,516 $92.1M
First Trust Advisors LP 0.07% Add +14.1% 2,137,286 $89.3M
Thrivent Financial for Lutherans 0.16% Reduce -11.2% 2,085,746 $87.1M
ANTIPODES PARTNERS Ltd 1.83% Add +7.3% 2,083,217 $87.0M
Massachusetts Financial Services Co. 0.03% Add +100.5% 1,880,242 $78.5M
TCW Group Inc. 0.55% Reduce -22.0% 1,836,962 $76.7M
Principal Financial Group Inc. 0.04% Reduce -0.3% 1,795,640 $75.0M
Bank of Montreal 0.03% Reduce -33.3% 1,769,782 $73.9M
Ameriprise Financial Inc. 0.01% Reduce -10.4% 1,540,866 $64.3M
Nomura Asset Management International Inc. 0.10% — 1,530,383 $63.9M
Aviva PLC 0.10% Add +5.8% 1,485,693 $62.0M
TD Asset Management Inc 0.05% Reduce -0.7% 1,481,539 $61.9M
Barclays PLC 0.02% Add +25.9% 1,455,306 $60.8M
Manufacturers Life Insurance Company, The 0.05% Add +8.1% 1,453,135 $60.7M
Brookfield Corp 0.07% Reduce -0.7% 1,444,808 $60.3M
HITE Hedge Asset Management LLC 3.80% Reduce -14.7% 1,420,828 $59.3M
Bahl & Gaynor LLC 0.28% Reduce -1.3% 1,347,962 $56.3M
AQR Capital Management 0.03% Add +20.9% 1,339,845 $56.0M
Adage Capital Partners Gp, L.L.C. 0.08% Add +0.5% 1,335,862 $55.8M
Vaughan David Investments LLC 1.17% Reduce -1.9% 1,290,697 $53.9M
Swiss National Bank 0.03% Reduce -4.9% 1,290,300 $53.9M
D1 Capital Partners 0.47% New 1,214,570 $50.7M
California Public Employees Retirement System 0.03% Reduce -18.0% 1,193,781 $49.9M
Yaupon Capital Management LP 2.45% New 1,192,609 $49.8M
Epoch Investment Partners, Inc. 0.28% Reduce -0.6% 1,165,020 $48.7M
Eventide Asset Management, LLC 0.74% Add +98.5% 1,133,220 $47.3M
Amundi 0.01% Add +4.8% 1,097,127 $45.8M
Voya Investment Management LLC 0.05% Add +9.2% 1,054,088 $44.0M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -5.4% 1,037,042 $43.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +11.1% 1,017,514 $42.9M
First Financial Bankshares Inc 0.85% Add +1.7% 1,008,683 $42.1M
Rhumbline Advisers 0.03% Reduce -0.8% 1,000,123 $41.8M
Victory Capital Management Inc. 0.02% Reduce -21.2% 958,586 $40.0M
Capital International, Inc. 0.30% Reduce -3.1% 911,679 $38.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.19% Add +1.0% 896,290 $37.4M
BNP Paribas Financial Markets 0.02% Add +41.7% 891,464 $37.2M
Employees Retirement System of Texas 0.35% Reduce -1.8% 877,729 $36.7M
Retirement Systems of Alabama 0.12% Add +0.1% 864,783 $36.1M
Russell Investments Group, Ltd. 0.04% Add +16.2% 862,003 $36.0M
T. Rowe Price Associates Inc. 0.00% Add +0.9% 854,634 $35.7M
Wells Fargo & Company 0.01% Reduce -1.7% 800,624 $33.4M
Alliancebernstein L.P. 0.01% Reduce -12.8% 789,399 $33.0M
HSBC Holdings PLC 0.02% Add +7.7% 742,753 $31.0M
Tortoise Capital Advisors, L.L.C. 0.37% Add +18.2% 701,207 $29.3M
Rockefeller Capital Management L.P. 0.05% Add +48.5% 691,175 $28.9M
Exchange Traded Concepts, LLC 0.24% Reduce -2.2% 682,330 $28.5M
Cwm, LLC 0.08% Reduce -2.9% 672,735 $28.1M
Prudential Financial Inc. 0.03% Reduce -2.0% 635,110 $26.5M
Badgley Phelps Wealth Managers, LLC 0.45% Add +3.4% 592,980 $24.8M
Thomasville National Bank 1.53% Add +2.4% 591,847 $24.7M
Schroder Investment Management Group 0.02% Reduce -48.6% 585,864 $24.6M
STRS Ohio 0.09% Add +0.0% 574,429 $24.0M
California State Teachers Retirement System 0.02% Add +0.9% 561,618 $23.5M
CANADA LIFE ASSURANCE Co 0.04% Reduce -28.4% 555,261 $23.2M
Neuberger Berman Group LLC 0.02% Add +9.0% 533,222 $22.3M
Assenagon Asset Management S.A. 0.03% Reduce -72.8% 506,363 $21.1M
Citigroup Inc. 0.01% Add +10.5% 504,171 $21.1M
Ensign Peak Advisors, Inc 0.04% Reduce -42.9% 496,494 $20.7M
Envestnet Asset Management Inc. 0.01% Reduce -4.8% 490,612 $20.5M
Sei Investments Co. 0.02% Reduce -5.0% 488,939 $20.4M
Beck Bode, LLC 3.33% Add +0.3% 479,141 $20.0M
Artemis Investment Management LLP 0.24% Reduce -48.4% 478,566 $20.0M
Maryland State Retirement & Pension System 0.41% Add +2.9% 472,429 $19.7M
Aberdeen Group plc 0.03% Add +21.8% 471,016 $19.7M
Ceredex Value Advisors LLC 0.58% New 462,050 $19.3M
Raymond James Financial Inc. 0.01% Add +3.1% 449,574 $18.8M
Zacks Investment Management 0.14% Add +0.0% 423,486 $17.7M
Trexquant Investment LP 0.16% Add +71.8% 419,471 $17.5M
Worldquant Millennium Advisors LLC 0.07% Add +75.9% 415,016 $17.3M
New York State Teachers Retirement System 0.03% Reduce -1.3% 405,226 $16.9M
Magellan Asset Management Ltd 0.20% Add +8.1% 399,089 $16.7M
Verition Fund Management LLC 0.09% Reduce -65.2% 398,377 $16.6M
Royal London Asset Management Ltd. 0.03% Add +3.0% 393,326 $16.4M
Gabelli Funds LLC 0.11% No change 392,500 $16.4M
Guggenheim Capital LLC 0.12% Reduce -7.1% 377,160 $15.8M
State Board of Administration of Florida Retirement System 0.03% Reduce -4.9% 373,534 $15.6M
Alyeska Investment Group, L.P. 0.04% New 370,316 $15.5M
Squarepoint Ops LLC 0.03% Reduce -9.7% 369,470 $15.4M
Man Group plc 0.03% Add +17.2% 369,425 $15.4M
Robeco Institutional Asset Management B.V. 0.02% Reduce -5.3% 364,579 $15.2M
Hennessy Advisors Inc. 0.54% No change 362,781 $15.1M
Millennium Management 0.01% Reduce -88.9% 352,507 $14.7M
Tredje AP-fonden 0.11% Add +6.3% 343,565 $14.3M
State of Wisconsin Investment Board 0.03% Add +3.2% 339,979 $14.2M
Asset Management One Co., Ltd. 0.04% Reduce -5.4% 329,445 $13.8M
State of Tennessee, Department of Treasury 0.04% Add +5.9% 306,782 $13.6M
Natixis Advisors, LLC 0.02% Reduce -1.6% 322,755 $13.5M
Macquarie Group Ltd. 0.06% Reduce -17.9% 320,182 $13.4M
Boston Partners 0.01% Reduce -7.2% 313,881 $13.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% No change 310,490 $13.0M
Goelzer Investment Management, Inc. 0.60% Add +0.9% 308,714 $12.9M
NEOS Investment Management LLC 0.07% Add +69.1% 303,779 $12.7M
Picton Mahoney Asset Management 0.13% Add +7.8% 291,600 $12.2M
LPL Financial LLC 0.00% Add +17.1% 285,935 $11.9M
Korea Investment CORP 0.02% Add +10.2% 283,961 $11.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.10% No change 280,000 $11.7M
Resolution Capital Ltd 0.25% Add +53.3% 268,238 $11.2M
Quantinno Capital Management LP 0.02% Add +33.4% 267,042 $11.2M
Edgestream Partners, L.P. 0.31% New 267,040 $11.2M
Cetera Investment Advisers 0.01% Add +5.4% 262,311 $11.0M
Miller Howard Investments Inc. 0.33% Add +7.4% 261,635 $10.9M
Tema ETFs LLC 0.81% Add +83.6% 250,840 $10.5M
Chevy Chase Trust Holdings, LLC 0.03% Add +0.7% 242,017 $10.1M
Van Eck Associates Corp. 0.01% Add +6.1% 236,488 $9.9M
AE Wealth Management LLC 0.06% Add +9.9% 233,751 $9.8M
Hudson Bay Capital Management LP 0.06% Reduce -30.4% 231,377 $9.7M
American Century Companies Inc. 0.00% Add +70.1% 227,947 $9.5M
Susquehanna Fundamental Investments, LLC 0.32% Reduce -11.1% 221,332 $9.2M
Jones Financial Companies LLLP 0.01% Add +4.8% 215,259 $9.0M
MetLife Investment Management, LLC 0.04% Reduce -0.9% 214,912 $9.0M
APG Asset Management N.V. 0.03% Add +2006.1% 250,285 $8.9M
Calamos Advisors LLC 0.05% Reduce -3.9% 212,955 $8.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -0.6% 212,709 $8.9M
National Bank of Canada 0.01% Reduce -12.0% 212,469 $8.9M
Bradley Foster & Sargent Inc. 0.13% No change 211,400 $8.8M
Sit Investment Associates Inc. 0.17% Reduce -7.2% 208,866 $8.7M
Aventail Capital Group, LP 0.50% Reduce -17.7% 207,848 $8.7M
Susquehanna Portfolio Strategies, LLC 0.13% No change 207,788 $8.7M
Cantor Fitzgerald Investment Advisors L.P. 0.64% Reduce -0.6% 206,036 $8.6M
New York State Common Retirement Fund 0.01% No change 204,184 $8.5M
Police & Firemen's Retirement System of New Jersey 0.07% Reduce -3.2% 201,685 $8.4M
Treasurer of the State of North Carolina 0.03% Reduce -5.5% 199,915 $8.3M
Washington Trust Bank 0.58% Reduce -0.5% 198,875 $8.3M
Bfsg, LLC 0.81% Reduce -0.8% 198,673 $8.3M
Bank of Nova Scotia 0.01% Add +238.7% 196,270 $8.2M
SG Americas Securities, LLC 0.01% Add +69.3% 196,237 $8.2M
IFM Investors Pty Ltd 0.07% Add +8.3% 196,196 $8.2M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -1.4% 195,470 $8.2M
Credit Agricole S A 0.02% Add +16.4% 187,273 $7.8M
Banco Santander, S.A. 0.06% No change 180,476 $7.5M
Toronto Dominion Bank 0.01% Reduce -7.4% 179,482 $7.5M
Wedge Capital Management L L P 0.13% Reduce -11.7% 170,255 $7.1M
Mutual of America Capital Management LLC 0.07% Add +2.6% 169,497 $7.1M
Stifel Financial Corp. 0.01% Reduce -4.7% 166,147 $6.9M
Nomura Asset Management Co. Ltd. 0.02% Add +7.8% 163,453 $6.8M
Janney Montgomery Scott LLC 0.02% Add +1.0% 161,976 $6.8M
Public Employees Retirement System of Ohio 0.02% Reduce -2.0% 160,551 $6.7M
Daiichi Life Insurance Co., Ltd. 0.17% Reduce -13.6% 154,093 $6.4M
Bollard Group LLC 0.17% Reduce -9.2% 151,579 $6.3M
Resona Asset Management Co.,Ltd. 0.03% Reduce -0.9% 148,751 $6.2M
Bokf, NA 0.09% Reduce -8.5% 140,206 $5.9M
CPC Advisors, LLC 0.59% Add +23.9% 140,084 $5.8M
First Manhattan Co. Llc. 0.02% Reduce -5.6% 138,864 $5.8M
SummitTX Capital, L.P. 0.17% Reduce -14.5% 136,520 $5.7M
ProShare Advisors LLC 0.01% Add +11.0% 135,519 $5.7M
ExodusPoint Capital Management, LP 0.06% New 132,992 $5.6M
DekaBank Deutsche Girozentrale 0.01% No change 177,545 $5.5M
Lanark Financial, Inc. 0.41% Reduce -0.1% 130,013 $5.4M
State of New Jersey Common Pension Fund D 0.02% Reduce -0.9% 129,509 $5.4M
Arizona State Retirement System 0.03% Reduce -6.7% 129,138 $5.4M
Comerica Bank 0.02% Reduce -8.5% 128,478 $5.4M
DNB Asset Management AS 0.02% Reduce -39.6% 127,747 $5.3M
Morton Community Bank 1.15% Add +1.0% 120,185 $5.3M
Forsta Ap-Fonden 0.03% Reduce -34.1% 126,100 $5.3M
Czech National Bank 0.03% Add +5.2% 125,829 $5.3M
Ausbil Investment Management Ltd 2.98% Reduce -4.6% 125,538 $5.2M
Polymer Capital Management (US) LLC 0.67% Reduce -54.1% 125,000 $5.2M
State of Michigan Retirement System 0.03% Reduce -1.9% 124,969 $5.2M
Energy Income Partners, LLC 0.09% Reduce -64.2% 124,943 $5.2M
Nisa Investment Advisors, LLC 0.02% Reduce -12.8% 121,772 $5.1M
Public Sector Pension Investment Board 0.02% Add +19.7% 121,577 $5.1M
PNC Financial Services Group, Inc. 0.00% Reduce -4.8% 119,783 $5.0M
Agf Management Ltd. 0.02% Add +4.5% 114,653 $4.8M
CIBC Asset Management Inc 0.01% Add +69.5% 113,497 $4.7M
Mackenzie Financial Corp. 0.01% Add +74.9% 111,977 $4.7M
Creative Planning 0.00% Add +25.8% 109,945 $4.6M
Kennedy Capital Management LLC 0.10% Reduce -0.2% 109,636 $4.6M
Brevan Howard Capital Management LP 0.10% Add +35.3% 109,343 $4.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -1.1% 108,493 $4.5M
Federation des caisses Desjardins du Quebec 0.02% Add +17.2% 108,494 $4.5M
NewEdge Advisors, LLC 0.02% Reduce -2.3% 106,655 $4.5M
PensionDanmark Pensionsforsikringsaktieselskab 0.04% — 104,330 $4.4M
Cibc World Market Inc. 0.01% Add +15.1% 103,844 $4.3M
Osaic Holdings, Inc. 0.01% Reduce -25.1% 103,466 $4.3M
Waverly Advisors, LLC 0.03% Reduce -25.8% 101,627 $4.2M
iSAM Funds (UK) Ltd 1.52% New 101,500 $4.2M
Kestra Advisory Services, LLC 0.02% Add +3.8% 101,063 $4.2M
De Lisle Partners LLP 0.54% New 100,000 $4.2M
Hanson & Doremus Investment Management 0.50% Add +0.1% 99,304 $4.1M
Moran Wealth Management, LLC 0.13% Add +0.4% 98,546 $4.1M
Susquehanna International Group, LLP 0.01% Add +28.3% 95,328 $4.0M
Wealthfront Advisers LLC 0.01% Reduce -0.4% 94,052 $3.9M
Hennion & Walsh Asset Management, Inc. 0.13% Add +0.8% 91,609 $3.8M
Summit Global Investments 0.23% Reduce -65.3% 91,246 $3.8M
Vennlight Capital Management, LP 4.44% New 91,024 $3.8M
Orion Porfolio Solutions, LLC 0.03% Add +10.3% 90,910 $3.8M
Amalgamated Bank 0.03% Reduce -3.0% 88,354 $3.7M
Commonwealth Equity Services, LLC 0.00% Reduce -2.8% 87,225 $3.6M
Premier Fund Managers Ltd 0.21% Reduce -2.9% 85,000 $3.6M
Aquatic Capital Management LLC 0.10% New 85,445 $3.6M
Daiwa Securities Group Inc. 0.01% Add +2.7% 85,423 $3.6M
Occudo Quantitative Strategies LP 0.24% Add +167.9% 85,036 $3.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +23.3% 83,390 $3.5M
Corient Private Wealth LP 0.00% Add +16.2% 82,229 $3.4M
Patton Fund Management, Inc. 0.46% Add +34.5% 82,115 $3.4M
Swiss Life Asset Management Ltd 0.02% Add +15.3% 81,659 $3.4M
Woodline Partners LP 0.01% Add +30.6% 81,302 $3.4M
Great Lakes Advisors, LLC 0.03% Add +0.4% 80,916 $3.4M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +23.8% 79,606 $3.3M
Xponance LLC 0.02% Add +4.6% 79,597 $3.3M
Utah Retirement Systems 0.03% Add +0.4% 77,613 $3.2M
Nissay Asset Management Corp. /Japan 0.02% Reduce -4.3% 77,338 $3.2M
D. E. Shaw & Co. 0.00% New 77,335 $3.2M
Advisors Asset Management, Inc. 0.05% Add +7.8% 76,559 $3.2M
Yousif Capital Management, LLC 0.03% Reduce -5.6% 73,366 $3.2M
Community Trust & Investment Co. 0.17% Reduce -0.5% 75,468 $3.2M
Oppenheimer & Co. Inc. 0.04% Add +0.0% 73,102 $3.1M
HighTower Advisors, LLC 0.00% Reduce -1.4% 71,804 $3.0M
Sterling Capital Management LLC 0.05% Reduce -10.6% 70,037 $2.9M
Intech Investment Management LLC 0.03% Reduce -19.5% 68,549 $2.9M
Oak Thistle LLC 0.39% Add +88.9% 67,854 $2.8M
Cibc World Markets Corp. 0.01% — 66,161 $2.8M
Vestcor Inc 0.08% Add +320.7% 65,854 $2.8M
O'shaughnessy Asset Management, LLC 0.02% Add +1.0% 65,634 $2.7M
New York Life Investment Management LLC 0.02% Add +2.3% 65,459 $2.7M
Sanctuary Advisors, LLC 0.01% Add +2.1% 65,200 $2.7M
Lincoln Capital Corp. 0.96% Reduce -0.1% 64,388 $2.7M
Glenmede Trust Co. NA 0.01% — 64,258 $2.7M
Allspring Global Investments Holdings, LLC 0.00% Add +4.4% 62,596 $2.6M
Rakuten Investment Management, Inc. 0.01% Add +18.7% 62,506 $2.6M
J. Safra Sarasin Holding AG 0.04% Reduce -2.9% 62,313 $2.6M
ING Groep NV 0.02% New 61,671 $2.6M
Eurizon Capital SGR S.p.A. 0.01% — 61,574 $2.6M
Cerity Partners LLC 0.00% Add +4.1% 60,309 $2.5M
Pacer Advisors, Inc. 0.01% Add +34.7% 59,939 $2.5M
UniSuper Management Pty Ltd 0.01% Reduce -9.4% 59,576 $2.5M
OP Asset Management Ltd 0.03% No change 59,483 $2.5M
HF Advisory Group, LLC 0.86% Add +8.6% 59,281 $2.5M
Sequoia Financial Advisors, LLC 0.01% Add +0.2% 59,157 $2.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +3.6% 59,124 $2.5M
Captrust Financial Advisors 0.00% Add +23.9% 58,788 $2.5M
Horizon Investments, LLC 0.03% Add +9.1% 58,131 $2.4M
Truist Financial Corp. 0.00% Reduce -16.6% 57,159 $2.4M
NFSG Corp 0.37% Add +0.9% 56,382 $2.4M
Fox Hill Wealth Management 1.06% Add +3.1% 54,746 $2.3M
Oregon Public Employees Retirement Fund 0.03% Add +1.6% 54,638 $2.3M
Vanguard Personalized Indexing Management, LLC 0.02% Add +7.5% 52,761 $2.2M
Rafferty Asset Management, LLC 0.01% Add +6.0% 52,550 $2.2M
Bailard, Inc. 0.05% Add +12.6% 52,150 $2.2M
Capital Analysts, LLC 0.06% Add +2.0% 50,899 $2.1M
Metis Global Partners, LLC 0.05% Add +1.3% 49,621 $2.1M
Lee Johnson Capital Management, LLC 0.70% Reduce -2.5% 49,203 $2.1M
Engineers Gate Manager LP 0.02% Reduce -11.3% 48,625 $2.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -81.5% 47,798 $2.0M
State of Alaska, Department of Revenue 0.02% Reduce -6.0% 47,376 $2.0M
DC Investments Management, LLC 0.87% No change 46,961 $2.0M
Janus Henderson Group PLC 0.00% Reduce -10.8% 46,796 $2.0M
Inceptionr LLC 0.54% New 46,534 $1.9M
Prelude Capital Management, LLC 0.14% Add +18.8% 46,487 $1.9M
CI Investments Inc. 0.01% Reduce -5.5% 45,810 $1.9M
B. Metzler seel. Sohn & Co. AG 0.02% Add +22.3% 44,414 $1.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -21.3% 44,144 $1.8M
Empowered Funds, LLC 0.03% Add +264.0% 44,068 $1.8M
Atom Investors LP 0.15% New 44,029 $1.8M
Public Employees Retirement Association of Colorado 0.01% No change 43,938 $1.8M
Marks Group Wealth Management, Inc 0.17% New 43,606 $1.8M
&partners 0.01% Add +61.0% 43,505 $1.8M
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.1% 43,141 $1.8M
Rothschild Investment LLC 0.10% Reduce -0.1% 43,081 $1.8M
Meeder Advisory Services, Inc. 0.07% Add +8.7% 41,641 $1.7M
Achmea Investment Management B.V. 0.04% Add +1.0% 41,624 $1.7M
US Bancorp \de 0.00% Add +2.2% 41,512 $1.7M
Machina Capital S.A.S. 0.33% New 41,195 $1.7M
Mercer Global Advisors Inc. 0.00% Add +35.9% 40,276 $1.7M
KBC Group NV 0.00% No change 40,250 $1.7M
Drake & Associates, LLC 0.33% Reduce -28.8% 40,095 $1.7M
Florida Financial Advisors, LLC 0.45% Add +21.4% 39,870 $1.7M
M&T Bank Corp 0.01% Add +11.7% 39,860 $1.7M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -25.0% 39,464 $1.7M
Wesbanco Bank Inc. 0.04% Reduce -1.4% 38,756 $1.6M
Ascent Group, LLC 0.06% Reduce -33.3% 38,590 $1.6M
Pathstone Holdings, LLC 0.01% Add +1.6% 38,440 $1.6M
Two Sigma Advisers, LP 0.00% Add +151.0% 38,400 $1.6M
AlphaQuest LLC 0.09% Add +60.5% 38,313 $1.6M
Ninepoint Partners LP 0.19% Reduce -3.9% 37,720 $1.6M
Mizuho Securities USA LLC 0.03% Add +1.3% 34,746 $1.5M
Teachers Retirement System of the State of Kentucky 0.01% No change 36,638 $1.5M
ASR Vermogensbeheer N.V. 0.02% Reduce -0.7% 36,632 $1.5M
Summit Trail Advisors, LLC 0.03% Add +39.5% 36,496 $1.5M
Spirit of America Management Corp. 0.31% Add +9.2% 35,500 $1.5M
Y-Intercept (Hong Kong) Ltd 0.03% Add +148.5% 35,179 $1.5M
Allstate Corp. 0.02% Add +94.7% 34,527 $1.4M
Schonfeld Strategic Advisors LLC 0.01% Add +78.7% 34,078 $1.4M
Oxford Financial Group, LTD. LLC 0.08% Add +0.1% 33,602 $1.4M
WINTON GROUP Ltd 0.05% Add +24.9% 33,269 $1.4M
Atria Investments, Inc 0.02% Add +30.7% 33,230 $1.4M
Walleye Capital LLC 0.01% Reduce -60.4% 32,678 $1.4M
Everhart Financial Group, Inc. 0.13% Add +3.0% 32,390 $1.4M
Massar Capital Management, LP 0.26% New 32,205 $1.3M
Focus Partners Wealth 0.00% Add +128.8% 32,045 $1.3M
Investment Management Corp of Ontario 0.02% Add +44.2% 31,921 $1.3M
IFP Advisors, Inc 0.03% Add +770.9% 31,354 $1.3M
Norinchukin Bank, The 0.02% Add +8.6% 31,198 $1.3M
Aviso Financial Inc. 0.05% Reduce -2.4% 30,460 $1.3M
JSF Financial, LLC 0.26% Reduce -0.6% 29,992 $1.3M
Vestmark Advisory Solutions, Inc. 0.02% New 28,916 $1.2M
Union Bancaire Privee, UBP SA 0.01% Add +85.2% 32,272 $1.2M
XTX Topco Ltd 0.03% Reduce -40.5% 28,397 $1.2M
Finward Bancorp 0.92% Add +3.7% 28,258 $1.2M
Hartford Investment Management Co. 0.04% Add +0.0% 28,077 $1.2M
Jackson Creek Investment Advisors LLC 0.35% Reduce -2.8% 27,995 $1.2M
Huntington National Bank 0.01% Reduce -3.9% 27,659 $1.2M
Strengthening Families & Communities, LLC 0.41% Reduce -0.1% 27,489 $1.1M
Alps Advisors Inc. 0.01% Add +28.9% 27,398 $1.1M
Elevated Capital Advisors, LLC 0.26% Add +1.7% 27,007 $1.1M
Illinois Municipal Retirement Fund 0.01% Reduce -0.9% 26,919 $1.1M
Entropy Technologies, LP 0.06% Reduce -64.3% 26,716 $1.1M
GAMMA Investing LLC 0.06% Add +4.8% 26,398 $1.1M
Tower Bridge Advisors 0.11% Add +24.8% 26,382 $1.1M
Marshall Wace, LLP 0.00% New 26,200 $1.1M
Abn Amro Investment Solutions 0.02% New 25,819 $1.1M
Nordea Investment Management AB 0.00% Add +0.1% 25,247 $1.1M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -2.0% 24,413 $1.0M
Louisiana State Employees Retirement System 0.02% Reduce -1.2% 24,400 $1.0M
Icon Advisers Inc. 0.22% No change 24,300 $1.0M
Alamea Verwaltungs GmbH 0.68% Add +24.9% 22,710 $1.0M
Gulf International Bank (UK) Ltd 0.03% No change 23,780 $993K
VELA Investment Management, LLC 0.27% New 23,757 $992K
Park Avenue Securities LLC 0.01% Reduce -31.7% 23,695 $990K
Profund Advisors LLC 0.03% Reduce -3.8% 23,681 $989K
CHICAGO TRUST Co NA 0.15% Reduce -12.8% 23,492 $981K
Blair William & Co. 0.00% Add +1.5% 23,438 $979K
1ST Source Bank 0.05% No change 23,323 $974K
Jane Street Group, LLC 0.00% Reduce -95.1% 23,007 $961K
First Citizens Bank & Trust Co. 0.02% Reduce -21.3% 23,002 $961K
SVB Wealth LLC 0.06% Reduce -65.8% 22,370 $934K
Mgo One Seven LLC 0.02% Add +2.6% 22,318 $932K
Global Retirement Partners, LLC 0.02% Add +742.4% 22,315 $932K
Prosperity Consulting Group, LLC 0.04% Reduce -5.5% 22,265 $930K
Vident Advisory, LLC 0.01% Add +10.5% 22,041 $920K
Ingalls & Snyder LLC 0.03% Reduce -0.9% 21,923 $916K
New Mexico Educational Retirement Board 0.03% Add +2.4% 21,800 $910K
1834 Investment Advisors Co. 0.11% Reduce -8.9% 21,766 $909K
Farther Finance Advisors, LLC 0.01% Add +20.7% 21,459 $896K
Cohen Capital Management, Inc. 0.13% No change 21,200 $885K
MML Investors Services, LLC 0.00% Add +8.3% 20,857 $871K
Schnieders Capital Management, Llc. 0.14% Reduce -0.6% 20,784 $868K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +2.7% 20,337 $849K
Pinebridge Investments LLC 0.01% — 20,319 $849K
Arcus Capital Partners, LLC 0.30% New 20,217 $844K
Supplemental Annuity Collective Trust of NJ 0.22% No change 20,000 $835K
Apollon Wealth Management, LLC 0.01% Add +319.3% 19,766 $825K
MUFG Securities EMEA plc 0.01% Add +117.1% 19,563 $817K
Cornercap Investment Counsel Inc. 0.40% Reduce -1.4% 19,507 $815K
Crumly & Associates Inc. 0.17% Add +0.8% 19,347 $808K
Elo Mutual Pension Insurance Co 0.01% Reduce -72.4% 19,023 $794K
Ti-Trust, Inc. 0.49% No change 18,950 $791K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +1.2% 18,864 $788K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -0.9% 18,563 $776K
Crossmark Global Holdings, Inc. 0.01% Add +0.9% 18,522 $773K
Valeo Financial Advisors, LLC 0.02% Reduce -0.3% 18,458 $771K
Mariner, LLC 0.00% Add +105.1% 18,305 $763K
Continuum Advisory, LLC 0.08% Add +251.4% 18,253 $762K
MAI Capital Management 0.00% Reduce -2.1% 18,226 $761K
Boothbay Fund Management, LLC 0.02% Add +150.2% 18,019 $752K
Thompson Siegel & Walmsley LLC 0.01% Reduce -17.1% 17,992 $751K
Bessemer Group Inc. 0.00% Reduce -4.0% 17,923 $749K
Danske Bank A/S 0.00% No change 17,678 $738K
Stableford Capital II LLC 0.27% No change 17,574 $734K
Axq Capital, LP 0.16% New 17,321 $723K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -25.6% 17,047 $712K
VeraBank, N.A. 0.13% Reduce -4.6% 16,904 $706K
Caprock Group, LLC 0.01% New 16,736 $699K
Centiva Capital, LP 0.04% New 16,565 $692K
Johnson Investment Counsel Inc. 0.01% Reduce -0.6% 16,494 $689K
QRG Capital Management, Inc. 0.01% Reduce -5.3% 16,335 $682K
Annex Advisory Services, LLC 0.01% No change 16,301 $681K
Moody National Bank Trust Division 0.07% Reduce -21.2% 16,214 $677K
Horizon Bancorp Inc. 0.33% No change 16,197 $676K
North Dakota State Investment Board 0.03% — 16,136 $674K
Amica Mutual Insurance Co. 0.06% No change 16,099 $672K
Strategy Asset Managers LLC 0.11% Reduce -1.0% 15,979 $667K
Bleakley Financial Group, LLC 0.01% Add +22.3% 15,704 $656K
Level Four Advisory Services, LLC 0.02% Reduce -15.9% 15,679 $655K
SBI Okasan Asset Management Co.Ltd. 0.04% — 15,500 $650K
Teacher Retirement System of Texas 0.00% Reduce -74.8% 15,554 $650K
Cary Street Partners Financial LLC 0.02% Add +5.0% 15,400 $643K
Northwest & Ethical Investments L.P. 0.01% Reduce -9.8% 15,206 $639K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +1.6% 15,247 $637K
Advisory Services Network, LLC 0.01% Add +1.5% 15,171 $634K
National Pension Service 0.00% Add +49.5% 15,150 $633K
Sciencast Management LP 0.09% Reduce -69.4% 15,069 $629K
Compound Planning, Inc. 0.02% Add +3.7% 15,045 $628K
Elevation Point Wealth Partners, LLC 0.03% Reduce -2.7% 15,036 $628K
Gsa Capital Partners LLP 0.05% New 14,916 $623K
Alan B Lancz & Associates, Inc. 0.54% No change 14,765 $617K
Ameritas Advisory Services, LLC 0.02% Add +3012.2% 14,752 $616K
Venturi Wealth Management, LLC 0.03% Reduce -0.6% 14,701 $614K
Kingdom Financial Group LLC. 0.19% New 14,632 $611K
Havemeyer Place LP 0.12% — 14,606 $610K
Banque Cantonale Vaudoise 0.02% Reduce -2.6% 14,559 $608K
Savant Capital, LLC 0.00% Reduce -1.4% 14,557 $608K
Keybank National Association 0.00% Reduce -0.9% 14,490 $605K
Verdence Capital Advisors LLC 0.04% Add +1.1% 14,474 $604K
Simplex Trading, LLC 0.02% Reduce -63.4% 14,299 $597K
EP Wealth Advisors, LLC 0.00% — 14,265 $596K
HB Wealth Management, LLC 0.00% Add +1.1% 14,197 $593K
Empirical Finance, LLC 0.03% Reduce -3.8% 14,142 $591K
Contravisory Investment Management, Inc. 0.12% Reduce -6.6% 14,093 $589K
Nomura Holdings Inc. 0.00% Reduce -40.3% 14,012 $585K
Kimelman & Baird, LLC 0.04% No change 13,950 $583K
Laird Norton Wetherby Trust Company, LLC 0.01% New 13,566 $567K
Archer Investment Corp 0.13% No change 13,537 $565K
Ethic Inc. 0.01% Add +34.6% 13,317 $556K
ELCO Management Co., LLC 0.35% New 13,216 $552K
Callan Family Office, LLC 0.01% Add +36.6% 13,173 $550K
Arax Advisory Partners 0.02% Reduce -32.5% 13,168 $550K
V-Square Quantitative Management LLC 0.06% Reduce -1.3% 13,130 $548K
Securian Asset Management, Inc. 0.02% Reduce -42.9% 12,975 $542K
Sigma Planning Corp 0.01% Reduce -8.3% 12,912 $539K
Prudential PLC 0.00% Reduce -79.3% 12,863 $537K
Mufg Securities Americas Inc. 0.03% Add +1.3% 12,856 $537K
Frontier Capital Management Co. LLC 0.01% Reduce -5.4% 12,822 $535K
Ticino Wealth 0.20% — 12,780 $534K
Qtron Investments LLC 0.07% No change 12,777 $534K
Holistic Financial Partners 0.19% No change 12,475 $521K
LMR Partners LLP 0.01% New 12,062 $504K
Vise Technologies, Inc. 0.01% Add +96.0% 11,935 $498K
Capital Innovations LLC 0.14% — 11,825 $494K
LOM Asset Management Ltd 0.14% Add +1.8% 11,769 $491K
Tower Research Capital LLC (TRC) 0.01% Reduce -64.1% 11,701 $489K
EntryPoint Capital, LLC 0.19% New 11,695 $488K
SG Trading Solutions, LLC 0.11% — 11,593 $484K
Silver Oak Securities, Incorporated 0.03% Add +42.3% 11,371 $478K
Assetmark, Inc. 0.00% Add +16.6% 11,364 $475K
Sage Mountain Advisors LLC 0.03% New 11,288 $471K
Evolve Private Wealth, LLC 0.03% — 11,162 $466K
Horizon Investment Services, LLC 0.17% Add +2.7% 11,092 $463K
Ibex Wealth Advisors 0.05% Reduce -4.4% 11,062 $462K
Merit Financial Group, LLC 0.00% Add +11.5% 11,025 $460K
Canada Post Corp Registered Pension Plan 0.02% Add +29.5% 10,976 $458K
Vontobel Holding Ltd. 0.00% Reduce -0.1% 10,963 $458K
Virtus Advisers, LLC 0.22% Reduce -20.6% 10,877 $454K
Voleon Capital Management LP 0.01% Add +61.5% 10,852 $453K
Fifth Third Bancorp 0.00% Add +2.6% 10,825 $452K
OneDigital Investment Advisors LLC 0.00% Reduce -7.2% 10,814 $452K
Commerce Bank 0.00% Reduce -26.3% 10,743 $449K
CIBC Private Wealth Group LLC 0.00% Reduce -8.3% 10,699 $447K
Quantum Portfolio Management LLC 0.20% Reduce -22.1% 10,690 $446K
R Squared Ltd 0.21% New 10,664 $445K
Regions Financial Corp. 0.00% Reduce -7.9% 10,558 $441K
Private Advisor Group, LLC 0.00% Reduce -0.7% 10,402 $434K
NewEdge Wealth, LLC 0.00% Add +34.5% 10,385 $434K
Allworth Financial LP 0.00% Add +155.0% 10,377 $433K
William Blair Investment Management, LLC 0.00% Reduce -8.2% 10,368 $433K
MQS Management LLC 0.26% New 10,365 $433K
Brown Brothers Harriman & Co. 0.00% Add +7.4% 10,362 $433K
HBK Sorce Advisory LLC 0.01% Add +1.2% 9,793 $432K
Cynosure Group, LLC 0.04% New 10,298 $430K
Chicago Partners Investment Group LLC 0.01% Add +2.7% 9,669 $420K
Cherokee Insurance Co 0.17% No change 10,000 $418K
Expressive Wealth LLC 0.45% — 9,984 $417K
Baird Financial Group, Inc. 0.00% Add +28.0% 9,761 $408K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -12.3% 9,756 $407K
Coldstream Capital Management Inc. 0.01% Add +14.9% 9,638 $402K
South Dakota Investment Council 0.01% Add +10.3% 9,600 $401K
Pathway Financial Advisers, LLC 0.12% Add +0.2% 9,584 $400K
Trivium Point Advisory, LLC 0.04% Reduce -57.3% 9,502 $397K
UMB Bank, n.a. 0.01% Add +0.4% 9,478 $396K
State of Wyoming 0.04% Reduce -2.0% 9,349 $390K
Moors & Cabot, Inc. 0.02% Reduce -3.9% 9,185 $384K
Csenge Advisory Group 0.02% Reduce -24.3% 9,172 $383K
Meritage Portfolio Management 0.03% Reduce -7.8% 9,151 $382K
Fieldview Capital Management, LLC 0.06% New 8,995 $376K
New Age Alpha Advisors, LLC 0.02% Reduce -3.8% 8,938 $373K
Group One Trading LLC 0.01% New 8,859 $370K
Choreo, LLC 0.00% Add +2.7% 8,769 $369K
Arkadios Wealth Advisors 0.01% Add +0.4% 8,780 $367K
Regent Peak Wealth Advisors LLC 0.07% Add +0.3% 8,586 $359K
Ballentine Partners, LLC 0.01% Reduce -6.7% 8,552 $357K
Sapient Capital LLC 0.00% Reduce -72.8% 8,227 $346K
3Chopt Investment Partners, LLC 0.08% Reduce -0.4% 8,260 $345K
Bridgefront Capital, LLC 0.09% New 8,212 $343K
IHT Wealth Management, LLC 0.01% Reduce -6.4% 8,170 $341K
Summit Financial, LLC 0.01% Add +15.0% 8,144 $340K
Kingsview Wealth Management, LLC 0.00% Reduce -14.9% 8,143 $340K
Acadian Asset Management LLC 0.00% New 8,155 $340K
Hutchens & Kramer Investment Management Group, LLC 0.12% No change 8,062 $337K
J.W. Cole Advisors, Inc. 0.01% Add +2.5% 8,372 $336K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -3.2% 8,005 $334K
Lumbard & Kellner, LLC 0.12% No change 8,000 $334K
RDA Financial Network 0.08% New 7,977 $333K
Invst, LLC 0.04% Add +0.6% 7,927 $331K
Capital Investment Advisors, LLC 0.01% Add +9.4% 7,922 $331K
McKinley Carter Wealth Services, Inc. 0.02% Reduce -14.5% 7,918 $331K
HighPoint Advisor Group LLC 0.01% Reduce -0.5% 7,893 $330K
Inspire Investing, LLC 0.03% Reduce -59.8% 7,890 $329K
World Investment Advisors 0.01% Add +3.2% 7,871 $329K
Beverly Hills Private Wealth, LLC 0.06% Reduce -3.4% 7,763 $324K
Prudent Man Advisors, LLC 0.12% No change 7,763 $324K
Shepherd Financial Partners LLC 0.03% Reduce -0.2% 7,711 $322K
Balyasny Asset Management L.P. 0.00% Reduce -99.5% 7,694 $321K
Modern Wealth Management, LLC 0.01% Reduce -0.8% 7,499 $313K
Brand Asset Management Group, Inc. 0.09% Add +29.1% 7,469 $312K
Lido Advisors, LLC 0.00% Add +18.4% 7,222 $310K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 7,300 $305K
Hilltop Partners LLC 0.08% No change 7,157 $299K
Integrated Wealth Concepts LLC 0.00% Add +12.8% 7,133 $298K
Signaturefd, LLC 0.00% Reduce -2.6% 7,112 $297K
FIL Ltd 0.00% Add +67.6% 7,074 $295K
Pinnacle Associates Ltd. 0.00% Add +0.7% 7,018 $293K
EverSource Wealth Advisors, LLC 0.01% Add +8.3% 6,981 $292K
OneAscent Investment Solutions LLC 0.31% Reduce -0.1% 6,915 $289K
Gladstone Institutional Advisory LLC 0.01% Reduce -51.3% 6,889 $288K
St Germain D J Co. Inc. 0.01% Add +3.1% 6,794 $284K
Steward Partners Investment Advisory, LLC 0.00% Add +4.7% 6,766 $283K
Jacobi Capital Management LLC 0.02% Add +0.1% 6,736 $281K
Ritholtz Wealth Management 0.01% Add +0.2% 6,684 $279K
Redmond Asset Management, LLC 0.07% No change 6,674 $279K
Tidal Investments LLC 0.00% Reduce -10.9% 6,665 $278K
Calydon Capital 0.05% Reduce -8.1% 6,587 $275K
CreativeOne Wealth, LLC 0.01% Reduce -15.0% 6,528 $273K
Flagship Harbor Advisors, LLC 0.01% Add +0.0% 6,527 $273K
Long Run Wealth Advisors, LLC 0.05% Add +0.7% 6,480 $271K
Siemens Fonds Invest GmbH 0.01% No change 6,423 $270K
Wedbush Securities Inc. 0.01% Add +4.9% 6,414 $268K
Skyline Advisors, Inc. 0.09% No change 6,373 $266K
Jefferies Financial Group Inc. 0.00% New 6,338 $265K
GAMCO Investors 0.00% No change 6,300 $263K
Syon Capital LLC 0.01% New 6,271 $262K
United Capital Financial Advisors, LLC 0.00% Reduce -27.6% 6,232 $260K
Cornerstone Wealth Group, LLC 0.02% Add +6.3% 6,104 $255K
PDS Planning, Inc 0.02% Add +0.3% 6,061 $253K
Dogwood Wealth Management LLC 0.11% New 6,049 $253K
Advyzon Investment Management, LLC 0.03% Add +17.3% 5,969 $249K
Sowell Financial Services LLC 0.01% Add +2.1% 5,940 $248K
Evolution Advisers, Inc. 0.11% No change 5,932 $247K
TD Private Client Wealth LLC 0.01% Reduce -9.6% 5,910 $247K
Wetzel Investment Advisors, Inc. 0.10% No change 5,826 $243K
DRW Securities, LLC 0.02% Reduce -77.7% 5,802 $242K
Altshuler Shaham Ltd 0.00% Add +5.2% 5,778 $241K
CX Institutional 0.01% Add +13.9% 5,774 $241K
Essex Financial Services, Inc. 0.01% Add +1.4% 5,766 $241K
Cresset Asset Management, LLC 0.00% Reduce -5.2% 5,759 $240K
Sagewood Asset Management LP 0.09% — 5,748 $240K
Fort Washington Investment Advisors Inc. 0.00% No change 5,729 $239K
Cooper Financial Group 0.03% Add +1.1% 5,677 $237K
Washington Trust Advisors, Inc. 0.02% Reduce -3.8% 5,622 $235K
Bedel Financial Consulting, Inc. 0.02% No change 5,540 $231K
D.A. Davidson & Co. 0.00% New 5,511 $230K
Kestra Private Wealth Services, LLC 0.00% Add +2.4% 5,508 $230K
Mather Group, Llc. 0.00% Add +0.1% 5,479 $229K
Park National Corp. 0.01% Reduce -0.1% 5,424 $227K
Knollwood Investment Advisory, LLC 0.02% No change 5,416 $226K
Barnes Wealth Management Group, Inc 0.12% Reduce -0.7% 5,398 $225K
Gateway Investment Advisers LLC 0.00% New 5,396 $225K
Monarch Capital Management Inc. 0.06% No change 5,370 $224K
Lighthouse Investment Partners, LLC 0.01% New 5,350 $223K
PharVision Advisers, LLC 0.11% New 5,326 $222K
Indiana Trust & Investment Management Co 0.06% No change 5,237 $219K
Sky Investment Group LLC 0.04% New 5,230 $218K
Morningstar Investment Management LLC 0.01% Reduce -0.4% 5,223 $218K
Keystone Financial Services 0.07% Reduce -0.1% 5,213 $218K
Sagespring Wealth Partners, LLC 0.00% Add +0.5% 5,211 $218K
Kraematon Investment Advisors, Inc. 0.17% Add +10.8% 5,194 $217K
Miramontes Capital, LLC 0.07% — 5,162 $216K
Aaron Wealth Advisors LLC 0.01% New 5,145 $215K
Sandro Wealth Management LLC 0.18% — 5,126 $214K
GTS Securities LLC 0.01% Reduce -49.1% 5,122 $214K
Dakota Wealth Management 0.00% New 5,043 $211K
Pathway Financial Advisors LLC 0.03% No change 4,987 $209K
Pandora Wealth, Inc. 0.13% No change 5,000 $209K
Ameritas Investment Partners, Inc. 0.01% Add +0.1% 4,935 $206K
Total Clarity Wealth Management, Inc. 0.05% Add +0.2% 4,912 $205K
StoneX Group Inc. 0.01% Add +0.4% 4,884 $204K
Harvest Investment Services, LLC 0.04% New 4,829 $202K
Blue Trust, Inc. 0.00% Add +12.1% 4,660 $195K
Richardson Financial Services Inc. 0.06% Reduce -7.4% 4,604 $192K
Los Angeles Capital Management LLC 0.00% Reduce -3.7% 4,493 $189K
Harvest Fund Management Co., Ltd 0.01% No change 4,453 $186K
Canada Pension Plan Investment Board 0.00% New 4,400 $184K
Quarry LP 0.03% Add +52.4% 4,319 $180K
Versant Capital Management, Inc 0.02% Add +2.9% 4,311 $180K
SHP Wealth Management 0.01% — 4,260 $178K
Whittier Trust Co. 0.00% New 4,196 $176K
Avalon Trust Co 0.01% No change 4,000 $167K
Parallel Advisors, LLC 0.00% Add +15.4% 3,978 $166K
Ascentis Wealth Management, LLC 0.04% Add +0.2% 3,957 $165K
Ostrum Asset Management 0.01% Reduce -24.9% 3,888 $162K
Westfuller Advisors, LLC 0.06% Reduce -4.5% 3,747 $156K
Frazier Financial Advisors, LLC 0.09% No change 3,649 $152K
Centaurus Financial, Inc. 0.01% Add +1.9% 3,414 $143K
Harbour Investments, Inc. 0.00% Add +8.8% 3,375 $141K
Torren Management, LLC 0.07% — 3,130 $131K
SageView Advisory Group, LLC 0.00% Reduce -71.4% 3,103 $130K
Hartford Financial Management Inc. 0.03% No change 3,000 $125K
Hantz Financial Services, Inc. 0.00% Add +8.4% 2,865 $120K
Caitong International Asset Management Co., Ltd 0.03% Add +6.3% 2,731 $114K
HM Payson & Co. 0.00% Add +3.2% 2,643 $110K
Avanza Fonder AB 0.00% New 2,607 $109K
Smartleaf Asset Management LLC 0.00% Add +5.8% 2,522 $106K
Private Trust Co. NA 0.01% Add +1.8% 2,479 $104K
Twin Tree Management, LP 0.01% New 2,358 $98K
Larson Financial Group LLC 0.00% Add +35.8% 2,062 $86K
Federated Hermes, Inc. 0.00% Reduce -59.5% 2,036 $85K
Clearstead Advisors, LLC 0.00% Add +74.3% 1,978 $83K
Johnson Financial Group, Inc. 0.00% Reduce -63.1% 1,971 $82K
Board of the Pension Protection Fund 0.08% Reduce -94.6% 1,900 $79K
Quadrant Capital Group LLC 0.00% Reduce -0.7% 1,871 $78K
Eastern Bank 0.00% No change 1,786 $75K
Whittier Trust Co. of Nevada Inc. 0.00% Add +11.9% 1,757 $74K
Harbor Investment Advisory, LLC 0.01% Add +17.0% 1,755 $73K
Root Financial Partners, LLC 0.00% Add +5.8% 1,742 $73K
Strategic Investment Solutions, Inc. 0.02% No change 1,671 $70K
Leonteq Securities AG 0.00% Reduce -5.5% 1,660 $69K
Legacy Wealth Managment, LLC 0.03% Add +30.3% 1,626 $68K
Mondrian Investment Partners LTD 0.00% New 1,614 $67K
Rossby Financial, LCC 0.02% Add +125.1% 1,553 $65K
Miller Capital Partners, Inc. 0.03% — 1,515 $63K
Cullen/Frost Bankers, Inc. 0.00% Add +13.5% 1,510 $63K
Costello Asset Management, INC 0.02% No change 1,500 $63K
TD Waterhouse Canada Inc. 0.00% Reduce -59.3% 1,463 $61K
Cromwell Holdings LLC 0.03% No change 1,367 $57K
Beaird Harris Wealth Management, LLC 0.00% No change 1,328 $55K
Geneos Wealth Management Inc. 0.00% No change 1,263 $53K
CYBER HORNET ETFs LLC 0.03% Add +7.4% 1,205 $50K
MCF Advisors LLC 0.00% Add +13.9% 1,176 $49K
Sentry Investment Management LLC 0.03% No change 1,175 $49K
DV Trading LLC 0.00% — 1,125 $47K
Strategic Wealth Partners, Ltd. 0.00% No change 1,119 $47K
Armstrong Advisory Group, Inc. 0.00% No change 1,102 $46K
Laurel Wealth Advisors LLC 0.01% New 1,090 $46K
Boyd Watterson Asset Management LLC 0.01% No change 1,076 $45K
Caldwell Sutter Capital, Inc. 0.02% No change 1,030 $43K
Trust Co. of Toledo NA 0.00% No change 1,000 $42K
Gen-Wealth Partners Inc 0.01% Reduce -10.7% 999 $42K
Seneschal Advisors, LLC 0.03% No change 989 $41K
Manchester Capital Management LLC 0.01% Add +5.5% 967 $40K
Delta Asset Management LLC 0.00% Reduce -3.5% 960 $40K
MassMutual Private Wealth & Trust, FSB 0.00% Add +7.0% 917 $38K
Quent Capital, LLC 0.00% Add +9.6% 904 $38K
Basecamp Wealth Advisors LLC 0.01% — 874 $36K
REAP Financial Group, LLC 0.01% Add +15.9% 845 $35K
Parkside Financial Bank & Trust 0.00% Add +8.6% 812 $34K
Cary Street Partners Investment Advisory LLC 0.01% Add +7.8% 805 $34K
Ancora Advisors LLC 0.00% New 804 $34K
First Community Trust NA 0.02% No change 792 $33K
Wellington-Altus USA Inc. 0.02% — 789 $33K
Elyxium Wealth, LLC 0.01% New 789 $33K
Colonial Trust Advisors 0.00% No change 750 $31K
Godfrey Financial Associates, Inc. 0.03% — 714 $30K
Summit Securities Group LLC 0.01% Reduce -12.8% 708 $30K
Country Trust Bank 0.00% No change 700 $29K
Acumen Wealth Advisors, LLC 0.01% — 661 $28K
DV Equities, LLC 0.01% — 659 $28K
Meramec Financial Planners, LLC 0.01% — 624 $28K
Deseret Mutual Benefit Administrators 0.01% No change 651 $27K
Barrett & Company, Inc. 0.01% No change 650 $27K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% New 650 $27K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 635 $27K
Zions Bancorporation, National Association 0.00% Add +113.8% 620 $26K
Strive Financial Group ,LLC 0.01% — 618 $26K
AdvisorNet Financial, Inc 0.00% No change 611 $26K
Crewe Advisors LLC 0.00% No change 609 $25K
West Branch Capital LLC 0.01% Add +0.3% 606 $25K
Caldwell Trust Co 0.00% No change 594 $25K
Keating Financial Advisory Services, Inc. 0.00% — 593 $25K
Spire Wealth Management 0.00% No change 585 $24K
GoalVest Advisory LLC 0.00% No change 570 $24K
International Assets Investment Management, LLC 0.00% New 549 $23K
CENTRAL TRUST Co 0.00% Add +22.7% 540 $23K
LRI Investments, LLC 0.00% No change 534 $22K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +6.5% 521 $22K
Perkins Coie Trust Co 0.00% No change 521 $22K
Smallwood Wealth Investment Management, LLC 0.01% No change 500 $21K
Bank of New Hampshire 0.00% No change 500 $21K
Foster Dykema Cabot & Partners, LLC 0.00% No change 500 $21K
Raleigh Capital Management Inc. 0.01% Reduce -2.8% 488 $20K
Clean Yield Group 0.01% No change 485 $20K
Blueline Advisors LLC 0.02% — 481 $20K
Estate Planners Group, LLC 0.01% — 475 $20K
VSM Wealth Advisory, LLC 0.01% No change 460 $19K
Cornerstone Financial Management LLC 0.02% — 456 $19K
Monetary Management Group Inc. 0.00% No change 455 $19K
GHP Investment Advisors, Inc. 0.00% No change 450 $19K
Garton & Associates Financial Advisors LLC 0.01% — 425 $18K
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% 417 $17K
JFS Wealth Advisors, LLC 0.00% Add +27.3% 415 $17K
Pinnacle Wealth Planning Services, Inc. 0.00% New 410 $17K
Webster Bank, N. A. 0.00% No change 409 $17K
Covestor Ltd 0.01% Reduce -15.3% 399 $17K
McMillan Office, Inc. 0.00% — 400 $17K
Wolff Wiese Magana LLC 0.01% No change 395 $16K
CoreCap Advisors, LLC 0.00% Add +9.0% 388 $16K
Key Financial Inc 0.00% No change 378 $16K
United Community Bank 0.01% New 376 $16K
Princeton Global Asset Management LLC 0.00% No change 372 $16K
GGM Financial LLC 0.01% Add +0.9% 351 $15K
Salomon & Ludwin, LLC 0.00% No change 348 $14K
S&T Bank 0.00% Reduce -32.5% 341 $14K
Fideuram Asset Management (Ireland) dac 0.00% — 390 $14K
Grove Bank & Trust 0.00% No change 331 $14K
Plante Moran Financial Advisors, LLC 0.00% No change 323 $13K
ORG Partners LLC 0.00% Add +3.3% 318 $13K
Scarborough Advisors, LLC 0.00% New 307 $13K
North Star Investment Management Corp. 0.00% Add +20.8% 302 $13K
Transamerica Financial Advisors, LLC 0.00% Add +35.1% 285 $12K
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
Financial Consulate, Inc. 0.00% Add +1666.7% 265 $11K
Coston, McIsaac & Partners 0.00% No change 282 $11K
Fortis Group Advisors, LLC 0.00% No change 257 $11K
JNBA Financial Advisors 0.00% No change 244 $10K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 241 $10K
Turning Point Benefit Group, Inc. 0.01% Add +2200.0% 230 $10K
Bartlett & Co. Wealth Management LLC 0.00% Add +94.9% 228 $10K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% — 213 $9K
Meeder Asset Management Inc. 0.00% Reduce -6.3% 207 $9K
CGC Financial Services, LLC 0.00% No change 200 $8K
DT Investment Partners, LLC 0.00% No change 198 $8K
Fortitude Family Office, LLC 0.00% Reduce -15.1% 197 $8K
Tsfg, LLC 0.00% No change 200 $8K
Bellevue Asset Management, LLC 0.00% Add +1.1% 188 $8K
Bell Investment Advisors, Inc 0.00% No change 181 $8K
Sachetta, LLC 0.00% No change 176 $7K
Nalls Sherbakoff Group, LLC 0.01% New 175 $7K
CBIZ Investment Advisory Services, LLC 0.00% New 168 $7K
Cornerstone Planning Group LLC 0.00% Add +772.2% 157 $7K
Smithfield Trust Co 0.00% No change 140 $6K
Solstein Capital, LLC 0.00% No change 136 $6K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -55.1% 131 $5K
Fairman Group, LLC 0.00% New 128 $5K
WPG Advisers, LLC 0.00% No change 120 $5K
Motco 0.00% No change 120 $5K
Financial Management Professionals, Inc. 0.00% Reduce -6.3% 119 $5K
Glen Eagle Advisors, LLC 0.00% Reduce -24.8% 118 $5K
Mb, Levis & Associates, LLC 0.00% Add +0.9% 117 $5K
Quattro Advisors LLC 0.00% — 109 $5K
Howard Hughes Medical Institute 0.00% Add +2.0% 103 $4K
True Wealth Design, LLC 0.00% Reduce -5.5% 103 $4K
TD Capital Management LLC 0.00% No change 102 $4K
Triumph Capital Management 0.00% New 100 $4K
MV Capital Management, Inc. 0.00% No change 100 $4K
Sound Income Strategies, LLC 0.00% Add +1680.0% 89 $4K
Golden State Wealth Management, LLC 0.00% No change 92 $4K
Physician Wealth Advisors, Inc. 0.00% No change 91 $4K
Reyes Financial Architecture, Inc. 0.00% No change 90 $4K
IMG Wealth Management, Inc. 0.00% New 83 $3K
Wealth Preservation Advisors, LLC 0.00% No change 82 $3K
Elevation Wealth Partners, LLC 0.00% Add +139.4% 79 $3K
Atlantic Union Bankshares Corp 0.00% No change 78 $3K
Evolution Wealth Management Inc. 0.00% New 78 $3K
Hollencrest Capital Management 0.00% No change 75 $3K
TCTC Holdings, LLC 0.00% No change 74 $3K
Capital Advisors, Ltd. LLC 0.00% No change 82 $3K
Tradewinds Capital Management, LLC 0.00% No change 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% No change 62 $3K
SJS Investment Consulting Inc. 0.00% Add +147.8% 57 $2K
CVA Family Office, LLC 0.00% No change 55 $2K
SBI Securities Co., Ltd. 0.00% Reduce -58.0% 55 $2K
Investors Portfolio Services LLC 0.00% — 52 $2K
Hilton Head Capital Partners, LLC 0.00% — 51 $2K
Darwin Wealth Management, LLC 0.00% No change 50 $2K
SOA Wealth Advisors, LLC. 0.00% No change 49 $2K
GW&K Investment Management, LLC 0.00% No change 54 $2K
Signature Resources Capital Management, LLC 0.00% No change 46 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +57.1% 44 $2K
Dunhill Financial, LLC 0.00% Add +30.3% 43 $2K
Sunrise Financial Services, LLC 0.00% — 39 $2K
Prestige Wealth Management Group LLC 0.00% No change 37 $2K
Raffa Wealth Management, LLC 0.00% No change 35 $1K
Richardson Capital Management LLC 0.00% New 30 $1K
Rialto Wealth Management, LLC 0.00% Add +12.0% 28 $1K
Principia Wealth Advisory, LLC 0.00% Reduce -6.7% 28 $1K
Millstone Evans Group, LLC 0.00% No change 27 $1K
Clayton Financial Group LLC 0.00% New 25 $1K
Avion Wealth 0.00% Reduce -6.3% 30 $1K
Penserra Capital Management LLC 0.00% Add +150.0% 30 $1K
Hughes Financial Services, LLC 0.00% Add +53.3% 23 $960
Activest Wealth Management 0.00% No change 22 $919
TFC Financial Management, Inc. 0.00% No change 21 $885
Lloyd Advisory Services, LLC. 0.00% New 21 $876
Quaker Wealth Management, LLC 0.00% Add +5.3% 20 $836
Wealth Watch Advisors, INC 0.00% Reduce -35.5% 20 $835
Essential Partners LLC 0.00% New 20 $835
USA Financial Formulas 0.00% Reduce -99.9% 20 $835
WestEnd Advisors, LLC 0.00% Reduce -9.1% 20 $835
1015 Capital Partners, LLC 0.00% — 19 $793
SouthState Bank Corp 0.00% Add +240.0% 17 $710
American Capital Advisory, LLC 0.00% Add +45.5% 16 $669
HFM Investment Advisors, LLC 0.00% No change 15 $627
Cedar Mountain Advisors, LLC 0.00% No change 14 $585
Bogart Wealth, LLC 0.00% No change 13 $543
Valued Wealth Advisors LLC 0.00% No change 9 $376
Colonial Trust Co / SC 0.00% New 9 $376
Private Wealth Management Group, LLC 0.00% No change 6 $251
Redwood Park Advisors LLC 0.00% No change 5 $209
IMA Advisory Services, Inc. 0.00% No change 5 $208
Stephens Consulting, LLC 0.00% New 4 $168
High Note Wealth, LLC 0.00% No change 4 $167
Abound Wealth Management 0.00% New 4 $150
Arcadia Investment Management Corp. 0.00% New 3 $126
Cape Investment Advisory, Inc. 0.00% No change 3 $125
Davis Capital Management 0.00% Reduce -83.3% 1 $42
Clark Wealth Partners 0.00% No change 1 $42
NorthAvenue LLC 0.00% — 1 $42
Ogorek Anthony Joseph /NY/ 0.00% No change 18 $0

"% of holder's portfolio" is NI's weight in each manager's 13F, not the share of Nisource Inc. the manager owns.