NisourceNI

13F holders, Q2 2026 (June 30)
916holders +30
88new positions
69sold out
7famous investors
$47.55avg. 13F price*

At the end of Q2 2026, 916 institutions reported holding Nisource Inc. (NI) in their 13F filings, up 30 from Q1 2026. 88 opened new positions and 69 sold out. The largest holders were BlackRock, Inc. ($2.6B), Vanguard Capital Management LLC ($1.5B) and T. Rowe Price Investment Management, Inc. ($1.4B). 7 famous investors held it, including Ray Dalio (0.3% of Bridgewater Associates's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Nisource Inc.
Sector
Utilities
CUSIP
65473P105
Latest filing quarter
Q2 2026

History

Number of 13F holders

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

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions88$237.2M
Exits69$136.4M

All 13F filers, Q1 2026 → Q2 2026: 37,343,020 shares bought and 38,666,485 shares sold, net −1,323,465 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 916 holders

BlackRock, Inc. 0.04% Add +6.8% 54,957,602 $2.6B
Vanguard Capital Management LLC 0.03% Add +0.7% 31,351,094 $1.5B
T. Rowe Price Investment Management, Inc. 0.93% Reduce -40.1% 29,835,011 $1.4B
State Street Corp. 0.04% Add +1.9% 27,622,784 $1.3B
Vanguard Portfolio Management LLC 0.06% Add +0.3% 27,067,956 $1.3B
Geode Capital Management, LLC 0.03% Add +2.4% 12,920,034 $611.9M
Deutsche Bank AG 0.17% Add +3.1% 12,077,706 $574.3M
FMR LLC 0.02% Add +10.3% 10,170,078 $483.6M
Jennison Associates LLC 0.26% Add +0.1% 9,235,389 $439.1M
Invesco Ltd. 0.03% Reduce -0.0% 7,790,163 $370.4M
Norges Bank 0.04% — 7,789,733 $370.4M
JPMorgan Chase & Co. 0.02% Reduce -18.7% 6,963,215 $335.3M
Franklin Resources Inc. 0.06% Reduce -1.0% 5,927,229 $281.8M
Morgan Stanley 0.01% Add +1.9% 5,583,433 $265.5M
Newport Trust Company, LLC 0.62% Reduce -3.2% 5,416,323 $257.5M
Pictet Asset Management Holding SA 0.23% Add +3.9% 5,001,382 $237.8M
Cohen & Steers, Inc. 0.37% Add +5.2% 4,943,589 $235.1M
Charles Schwab Investment Management Inc. 0.03% Add +1.0% 4,515,728 $214.7M
Soroban Capital Partners LP 1.51% No change 4,493,353 $213.7M
Northern Trust Corp. 0.02% Add +4.0% 4,422,988 $210.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +4.4% 4,381,989 $208.4M
Goldman Sachs Group Inc. 0.02% Add +11.7% 4,346,417 $206.7M
Zimmer Partners, LP 4.81% Reduce -16.8% 4,277,259 $203.4M
Reaves W H & Co. Inc. 2.95% Reduce -0.6% 4,088,685 $194.4M
Wellington Management Group LLP 0.03% Reduce -10.0% 4,079,703 $194.0M
Legal & General Group Plc 0.04% Reduce -2.4% 3,782,091 $179.8M
Citadel Advisors 0.10% Add +360.8% 3,715,541 $176.7M
Bank of America Corp. 0.01% Add +17.5% 3,628,102 $172.5M
Balyasny Asset Management L.P. 0.31% Add +27379.1% 3,457,694 $164.4M
Brookfield Corp 0.21% Reduce -6.2% 3,451,951 $164.1M
Barclays PLC 0.05% Reduce -3.2% 3,378,846 $160.7M
Alkeon Capital Management LLC 0.62% No change 3,365,500 $160.0M
Nuveen, LLC 0.04% Add +46.3% 3,248,805 $154.5M
Duff & Phelps Investment Management Co. 1.39% Reduce -0.3% 3,097,280 $147.3M
Bank of New York Mellon Corp 0.02% Reduce -1.4% 3,086,953 $146.8M
Vanguard Fiduciary Trust Co. 0.03% Reduce -0.1% 2,692,879 $128.0M
Dimensional Fund Advisors LP 0.02% Add +1.9% 2,607,612 $124.0M
Royal Bank of Canada 0.02% Reduce -8.0% 2,554,222 $121.5M
AQR Capital Management 0.04% Add +56.2% 2,524,323 $120.0M
Qube Research & Technologies Ltd 0.13% Add +2320.1% 2,496,134 $118.7M
ANTIPODES PARTNERS Ltd 1.89% Add +3.1% 2,164,103 $102.9M
UBS Group AG 0.02% Reduce -65.2% 2,046,373 $97.3M
Mizuho Markets Americas LLC 1.71% Add +21.6% 2,007,300 $95.4M
PFA Pension, Forsikringsaktieselskab 0.23% Reduce -19.7% 1,928,014 $91.7M
Thrivent Financial for Lutherans 0.15% Reduce -1.2% 1,881,948 $89.5M
Massachusetts Financial Services Co. 0.03% Reduce -1.0% 1,860,744 $88.5M
Amundi 0.02% Add +94.3% 1,788,427 $85.0M
Ontario Teachers Pension Plan Board 0.53% Add +6206.4% 1,750,406 $83.2M
Yaupon Capital Management LP 2.78% Add +40.8% 1,749,831 $83.2M
Bank of Montreal 0.03% Reduce -50.2% 1,688,775 $80.3M
Principal Financial Group Inc. 0.04% Reduce -2.2% 1,675,691 $79.7M
Schroder Investment Management Group 0.06% Add +58.3% 1,625,247 $78.3M
Aviva PLC 0.11% Add +0.7% 1,535,872 $73.0M
Ameriprise Financial Inc. 0.01% Reduce -1.4% 1,517,394 $72.2M
TCW Group Inc. 0.48% Reduce -22.3% 1,508,334 $71.7M
Bahl & Gaynor LLC 0.33% Add +5.1% 1,495,587 $71.1M
TD Asset Management Inc 0.06% Reduce -0.7% 1,445,335 $68.7M
Bridgewater Associates 0.28% New 1,410,001 $67.0M
BNP Paribas Financial Markets 0.03% Add +20.3% 1,361,756 $64.8M
Swiss National Bank 0.03% Reduce -3.5% 1,352,100 $64.3M
Epoch Investment Partners, Inc. 0.35% Add +17.0% 1,308,412 $62.2M
Vaughan David Investments LLC 1.23% Add +0.9% 1,300,015 $61.8M
First Trust Advisors LP 0.04% Reduce -11.4% 1,273,114 $60.5M
Eventide Asset Management, LLC 0.74% Add +1.3% 1,158,290 $55.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +4.8% 1,157,807 $55.1M
Russell Investments Group, Ltd. 0.05% Add +10.0% 1,133,939 $54.0M
NewEdge Advisors, LLC 0.15% Add +15.1% 1,070,157 $50.9M
VANGUARD ASSET MANAGEMENT, Ltd 0.03% Add +12.5% 1,046,053 $49.7M
Vanguard Global Advisers, LLC 0.02% Reduce -1.3% 1,030,956 $49.0M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -0.6% 1,028,490 $48.9M
Voya Investment Management LLC 0.05% Add +1.6% 1,008,882 $48.0M
Tortoise Capital Advisors, L.L.C. 0.48% Add +42.5% 992,110 $47.2M
First Financial Bankshares Inc 0.88% Reduce -0.9% 991,625 $47.2M
Rhumbline Advisers 0.04% Reduce -0.1% 987,112 $46.9M
Panagora Asset Management Inc. 0.14% New 958,528 $45.6M
T. Rowe Price Associates Inc. 0.00% Add +7.5% 926,115 $44.0M
Prudential Financial Inc. 0.05% Add +233.1% 900,697 $42.8M
Adage Capital Partners Gp, L.L.C. 0.06% Reduce -22.4% 877,262 $41.7M
Retirement Systems of Alabama 0.12% Reduce -0.1% 863,986 $41.1M
Manufacturers Life Insurance Company, The 0.03% Reduce -29.3% 858,650 $40.8M
California Public Employees Retirement System 0.02% Reduce -16.2% 856,375 $40.7M
HITE Hedge Asset Management LLC 2.19% Reduce -4.3% 839,916 $39.9M
Wells Fargo & Company 0.01% Reduce -14.3% 822,363 $39.1M
Employees Retirement System of Texas 0.36% Reduce -1.7% 819,029 $38.9M
Nomura Asset Management International Inc. 0.06% Reduce -9.7% 807,404 $38.4M
Envestnet Asset Management Inc. 0.01% Add +45.1% 806,397 $38.3M
HSBC Holdings PLC 0.02% Reduce -4.5% 771,230 $36.7M
Exchange Traded Concepts, LLC 0.18% Reduce -1.7% 764,819 $36.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.18% Reduce -10.1% 761,849 $36.2M
Renaissance Technologies 0.05% Add +8203.3% 747,300 $35.5M
Canada Pension Plan Investment Board 0.02% Add +131.9% 743,163 $35.3M
Victory Capital Management Inc. 0.02% Add +1.9% 724,218 $34.4M
Rockefeller Capital Management L.P. 0.05% Add +2.8% 706,882 $33.6M
AE Wealth Management LLC 0.16% Add +165.3% 703,036 $33.4M
Artemis Investment Management LLP 0.28% Reduce -33.6% 650,616 $30.9M
Alliancebernstein L.P. 0.01% Add +13.3% 661,547 $30.9M
Assenagon Asset Management S.A. 0.04% Reduce -25.8% 641,329 $30.5M
Citigroup Inc. 0.01% Add +4.9% 624,075 $29.7M
Badgley Phelps Wealth Managers, LLC 0.52% Reduce -0.5% 623,005 $29.6M
Waratah Capital Advisors Ltd. 2.25% Add +63.9% 616,779 $29.3M
Robeco Institutional Asset Management B.V. 0.04% Add +41.7% 613,210 $29.2M
STRS Ohio 0.11% Add +7.7% 600,783 $28.6M
Thomasville National Bank 1.55% — 592,284 $28.2M
Zacks Investment Management 0.20% Add +37.3% 588,069 $28.0M
Neuberger Berman Group LLC 0.02% Add +6.3% 586,031 $27.9M
Sei Investments Co. 0.02% Add +0.7% 578,630 $27.5M
CANADA LIFE ASSURANCE Co 0.04% Add +7.1% 575,055 $27.3M
California State Teachers Retirement System 0.02% Reduce -1.9% 555,430 $26.4M
Tidal Investments LLC 0.06% Add +44.8% 545,461 $25.9M
Tema ETFs LLC 0.82% Add +45.3% 533,936 $25.4M
Magellan Asset Management Ltd 0.57% Add +7.1% 532,855 $25.3M
Bank of Nova Scotia 0.04% Reduce -23.4% 515,756 $24.5M
Ensign Peak Advisors, Inc 0.04% Reduce -0.5% 501,030 $23.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.11% Add +43.7% 493,050 $23.4M
Maryland State Retirement & Pension System 0.39% Add +5.2% 479,268 $22.8M
Vanguard Investments Australia, Ltd. 0.06% Add +3.6% 477,866 $22.7M
Beck Bode, LLC 3.37% Reduce -0.1% 468,667 $22.3M
Raymond James Financial Inc. 0.01% Reduce -5.9% 466,182 $22.2M
Munro Partners 0.50% Add +121.1% 463,224 $22.0M
Ceredex Value Advisors LLC 0.61% Reduce -1.0% 457,450 $21.8M
Quantinno Capital Management LP 0.03% Add +35.3% 450,377 $21.4M
Aventail Capital Group, LP 1.15% Add +92.7% 421,928 $20.1M
Natixis Advisors, LLC 0.02% Add +13.4% 417,878 $19.9M
Verition Fund Management LLC 0.15% Add +25.3% 416,045 $19.8M
Royal London Asset Management Ltd. 0.03% Add +1.4% 398,147 $18.9M
Resolution Capital Ltd 0.34% Add +77.8% 393,485 $18.7M
Gabelli Funds LLC 0.12% No change 392,500 $18.7M
Jones Financial Companies LLLP 0.01% Add +7.9% 375,848 $18.4M
Capitolis Liquid Global Markets LLC 0.08% New 377,583 $18.0M
New York State Teachers Retirement System 0.03% Reduce -7.8% 368,894 $17.5M
State of Wisconsin Investment Board 0.04% Add +12.0% 365,598 $17.4M
Van Eck Associates Corp. 0.01% Add +10.0% 362,972 $17.3M
State Board of Administration of Florida Retirement System 0.03% Reduce -3.0% 362,524 $17.2M
Hennessy Advisors Inc. 0.55% Add +0.3% 359,381 $17.1M
LPL Financial LLC 0.00% Add +4.0% 350,946 $16.7M
Guggenheim Capital LLC 0.11% Reduce -0.4% 348,459 $16.6M
Macquarie Group Ltd. 0.07% Add +13.6% 343,029 $16.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -19.7% 342,640 $16.3M
Boston Partners 0.01% Add +16.3% 341,654 $16.2M
Edgestream Partners, L.P. 0.45% Add +25.7% 320,997 $15.3M
Creative Planning 0.01% Add +52.6% 319,106 $15.2M
HRT Financial LP 0.03% New 318,159 $15.1M
Alyeska Investment Group, L.P. 0.04% Add +19.7% 318,050 $15.1M
Asset Management One Co., Ltd. 0.04% Add +1.8% 306,473 $14.6M
Tocqueville Asset Management L.P. 0.19% New 299,542 $14.2M
Cetera Investment Advisers 0.01% Add +6.3% 288,041 $13.7M
APG Asset Management N.V. 0.03% Add +33.4% 329,010 $13.7M
XTX Topco Ltd 0.18% Add +146.8% 286,384 $13.6M
SG Americas Securities, LLC 0.01% Add +15.7% 274,763 $13.1M
Worldquant Millennium Advisors LLC 0.04% Reduce -14.5% 273,030 $13.0M
Archon Partners LLC 1.29% Add +21.4% 255,000 $12.1M
IFM Investors Pty Ltd 0.08% Add +10.2% 245,956 $11.7M
Picton Mahoney Asset Management 0.11% Reduce -5.7% 244,338 $11.6M
Goelzer Investment Management, Inc. 0.49% Reduce -3.6% 236,722 $11.3M
New York State Common Retirement Fund 0.01% Add +15.5% 235,784 $11.2M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -1.8% 232,280 $11.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +9.4% 229,311 $10.9M
Korea Investment CORP 0.02% Reduce -46.6% 228,181 $10.9M
Treasurer of the State of North Carolina 0.03% Add +10.6% 225,820 $10.7M
Aberdeen Group plc 0.01% Reduce -51.4% 225,142 $10.7M
Graham Capital Management, L.P. 0.41% New 223,547 $10.6M
Bradley Foster & Sargent Inc. 0.15% Add +0.3% 219,459 $10.4M
Police & Firemen's Retirement System of New Jersey 0.08% Add +6.6% 216,057 $10.3M
MetLife Investment Management, LLC 0.05% Add +0.3% 212,655 $10.1M
American Century Companies Inc. 0.00% Reduce -4.0% 211,445 $10.1M
Hudson Bay Capital Management LP 0.05% No change 211,377 $10.1M
Sagefield Capital LP 0.74% New 210,499 $10.0M
State of Tennessee, Department of Treasury 0.03% Reduce -17.8% 209,509 $10.0M
Calamos Advisors LLC 0.05% Reduce -1.8% 209,068 $9.9M
Bellars Harris Wealth Management, LLC 2.02% — 209,027 $9.9M
National Bank of Canada 0.01% Reduce -32.3% 206,789 $9.8M
Miller Howard Investments Inc. 0.26% Add +5.2% 203,816 $9.7M
Gotham Asset Management 0.02% New 201,222 $9.6M
Mitsubishi UFJ Trust & Banking Corp 0.02% Add +3.5% 199,999 $9.5M
Cantor Fitzgerald Investment Advisors L.P. 0.64% Reduce -0.1% 198,845 $9.5M
Lighthouse Investment Partners, LLC 0.29% New 196,929 $9.4M
Bfsg, LLC 0.83% Reduce -0.7% 196,737 $9.4M
Illinois Municipal Retirement Fund 0.10% Add +1030.5% 188,471 $9.0M
Bollard Group LLC 0.26% Add +2.3% 181,297 $8.6M
Nomura Asset Management Co. Ltd. 0.02% Add +6.2% 174,850 $8.3M
Toronto Dominion Bank 0.01% Add +6.7% 174,501 $8.3M
DekaBank Deutsche Girozentrale 0.01% No change 177,545 $8.2M
Vestcor Inc 0.20% Add +378.1% 170,340 $8.1M
Janney Montgomery Scott LLC 0.02% Add +3.8% 167,583 $8.0M
DJE Kapital AG 0.14% Add +14.9% 160,767 $7.7M
Polymer Capital Management (US) LLC 1.13% Add +113.3% 160,000 $7.6M
Union Bancaire Privee, UBP SA 0.08% Add +64.8% 174,126 $7.6M
Stifel Financial Corp. 0.01% Reduce -2.4% 159,095 $7.6M
Mutual of America Capital Management LLC 0.07% Reduce -5.6% 159,036 $7.6M
Public Employees Retirement System of Ohio 0.02% Reduce -0.9% 156,384 $7.4M
Engineers Gate Manager LP 0.10% Reduce -41.7% 155,980 $7.4M
Ausbil Investment Management Ltd 3.34% No change 157,560 $7.4M
Washington Trust Bank 0.51% Reduce -11.9% 154,810 $7.4M
DNB Asset Management AS 0.02% Add +6.4% 151,450 $7.2M
Prudential PLC 0.05% Add +1340.1% 150,826 $7.2M
Daiichi Life Insurance Co., Ltd. 0.17% Add +6.8% 148,432 $7.1M
Federation des caisses Desjardins du Quebec 0.02% Add +6.1% 146,052 $6.9M
CIBC Bancorp USA Inc. 0.01% Add +5.5% 143,400 $6.8M
D. E. Shaw & Co. 0.00% Reduce -10.7% 142,885 $6.8M
Resona Asset Management Co.,Ltd. 0.03% Reduce -4.1% 142,235 $6.8M
Bokf, NA 0.09% Reduce -0.2% 142,516 $6.8M
Mackenzie Financial Corp. 0.01% Add +129.0% 138,902 $6.6M
CI Investments Inc. 0.02% Reduce -4.4% 137,994 $6.6M
Arizona State Retirement System 0.03% Add +6.0% 137,438 $6.5M
Public Sector Pension Investment Board 0.02% Add +0.6% 136,871 $6.5M
Czech National Bank 0.04% Add +4.7% 136,467 $6.5M
Vise Technologies, Inc. 0.07% Add +1021.2% 133,817 $6.4M
First Manhattan Co. Llc. 0.02% Reduce -0.6% 131,813 $6.3M
Susquehanna International Group, LLP 0.01% Reduce -0.7% 131,625 $6.3M
Ethic Inc. 0.08% Add +902.8% 129,640 $6.2M
State of New Jersey Common Pension Fund D 0.02% No change 129,509 $6.2M
Agf Management Ltd. 0.02% Add +9.8% 129,436 $6.2M
Lanark Financial, Inc. 0.41% Reduce -1.4% 126,380 $6.0M
State of Michigan Retirement System 0.03% Reduce -1.8% 122,769 $5.8M
Morton Community Bank 1.18% Add +1.3% 122,250 $5.8M
PNC Financial Services Group, Inc. 0.00% Reduce -0.5% 120,452 $5.7M
ProShare Advisors LLC 0.01% Add +6.2% 120,208 $5.7M
Nykredit A/S 0.02% — 119,103 $5.7M
Nisa Investment Advisors, LLC 0.02% Reduce -1.4% 117,271 $5.6M
SummitTX Capital, L.P. 0.15% Reduce -51.1% 117,158 $5.6M
Wealthfront Advisers LLC 0.01% Add +2.2% 116,147 $5.5M
Machina Capital S.A.S. 0.87% Add +481.4% 115,901 $5.5M
CIBC Asset Management Inc 0.01% Reduce -3.4% 115,533 $5.5M
Eurizon Capital SGR S.p.A. 0.01% Add +35.6% 111,098 $5.3M
Voleon Capital Management LP 0.10% Add +113.3% 110,207 $5.2M
De Lisle Partners LLP 0.57% Add +22.2% 110,000 $5.2M
Kennedy Capital Management LLC 0.09% Add +0.0% 109,561 $5.2M
Hennion & Walsh Asset Management, Inc. 0.15% Reduce -0.3% 109,511 $5.2M
Jacobs Levy Equity Management, Inc. 0.02% Reduce -0.9% 109,335 $5.2M
Osaic Holdings, Inc. 0.01% Add +19.6% 109,259 $5.2M
Wesbanco Bank Inc. 0.13% Add +189.6% 107,697 $5.1M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +13.0% 106,782 $5.1M
Entropy Technologies, LP 0.20% New 106,520 $5.1M
Kestra Advisory Services, LLC 0.02% Reduce -1.4% 104,774 $5.0M
Woodline Partners LP 0.02% Add +11.7% 104,639 $5.0M
PensionDanmark Pensionsforsikringsaktieselskab 0.04% Add +11.5% 101,760 $4.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -74.2% 99,232 $4.7M
Aquatic Capital Management LLC 0.16% New 99,011 $4.7M
Hanson & Doremus Investment Management 0.47% Reduce -3.0% 97,886 $4.7M
Moran Wealth Management, LLC 0.13% Reduce -1.8% 96,657 $4.6M
Commonwealth Equity Services, LLC 0.01% Add +7.3% 96,404 $4.6M
Cibc World Market Inc. 0.01% Reduce -10.2% 94,384 $4.5M
Daiwa Securities Group Inc. 0.01% Add +4.5% 93,868 $4.5M
Xponance LLC 0.03% Reduce -0.1% 90,647 $4.3M
Premier Fund Managers Ltd 0.38% Add +11.4% 88,000 $4.2M
Y-Intercept (Hong Kong) Ltd 0.08% Reduce -8.3% 88,915 $4.2M
Pinebridge Investments LLC 0.03% Add +59.2% 86,043 $4.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +91.7% 85,943 $4.1M
Swiss Life Asset Management Ltd 0.02% Reduce -18.9% 85,448 $4.1M
Two Sigma Investments, LP 0.00% Add +36.0% 85,264 $4.1M
Mercer Global Advisors Inc. 0.00% Add +109.9% 84,212 $4.0M
Brevan Howard Capital Management LP 0.06% Add +82.9% 84,147 $4.0M
Amalgamated Bank 0.03% Reduce -7.1% 83,927 $4.0M
Captrust Financial Advisors 0.01% Add +22.1% 83,827 $4.0M
Fifth Third Bancorp 0.01% Reduce -32.5% 82,550 $3.9M
Oppenheimer & Co. Inc. 0.04% Add +7.9% 81,546 $3.9M
Nissay Asset Management Corp. /Japan 0.02% Add +8.8% 81,206 $3.9M
HighTower Advisors, LLC 0.00% Reduce -3.0% 80,204 $3.8M
Advisors Asset Management, Inc. 0.06% Add +2.8% 79,831 $3.8M
Great Lakes Advisors, LLC 0.03% Add +1.0% 79,778 $3.8M
Rakuten Investment Management, Inc. 0.01% Add +10.5% 78,413 $3.8M
NEOS Investment Management LLC 0.01% Add +15.2% 78,900 $3.8M
Walleye Capital LLC 0.02% Add +7865600.0% 78,657 $3.7M
Community Trust & Investment Co. 0.19% Add +1.0% 75,762 $3.6M
National Pension Service 0.00% Add +68.3% 74,156 $3.5M
Orion Porfolio Solutions, LLC 0.03% Reduce -28.3% 73,733 $3.5M
Utah Retirement Systems 0.03% Reduce -6.4% 72,650 $3.5M
Sanctuary Advisors, LLC 0.02% Add +8.3% 72,418 $3.4M
Summit Global Investments 0.19% Add +26.1% 71,984 $3.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +9.3% 71,870 $3.4M
Alps Advisors Inc. 0.02% Add +79.0% 70,313 $3.3M
Sit Investment Associates Inc. 0.06% Reduce -34.8% 70,220 $3.3M
HF Advisory Group, LLC 1.02% Add +6.6% 69,432 $3.3M
Waverly Advisors, LLC 0.02% Reduce -11.5% 69,115 $3.3M
TD Private Client Wealth LLC 0.06% Add +980.5% 68,079 $3.2M
Yousif Capital Management, LLC 0.04% Reduce -4.8% 67,776 $3.2M
New York Life Investment Management LLC 0.02% Add +0.4% 66,795 $3.2M
Man Group plc 0.01% Reduce -76.5% 65,148 $3.1M
Lincoln Capital Corp. 1.00% Reduce -0.5% 65,022 $3.1M
Bailard, Inc. 0.06% Add +26.4% 65,002 $3.1M
Vanguard Personalized Indexing Management, LLC 0.03% Add +6.0% 64,160 $3.1M
O'shaughnessy Asset Management, LLC 0.01% Reduce -19.8% 64,140 $3.0M
Corient Private Wealth LP 0.00% Reduce -23.2% 63,871 $3.0M
Allspring Global Investments Holdings, LLC 0.00% Add +0.0% 63,166 $3.0M
Cerity Partners LLC 0.00% Add +10.9% 62,180 $3.0M
Jane Street Group, LLC 0.00% Add +81.1% 60,460 $2.9M
111 Capital 0.49% New 59,797 $2.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% No change 59,124 $2.8M
Oregon Public Employees Retirement Fund 0.03% Add +7.5% 58,938 $2.8M
NFSG Corp 0.34% Add +5.0% 58,013 $2.8M
Truist Financial Corp. 0.00% Reduce -2.1% 57,840 $2.8M
Dockside LLC 0.64% — 57,632 $2.7M
M&T Bank Corp 0.01% Add +46.6% 57,393 $2.7M
Mgo One Seven LLC 0.04% Add +111.2% 57,281 $2.7M
Fox Hill Wealth Management 1.06% Add +2.3% 55,599 $2.6M
Credit Agricole S A 0.01% Reduce -66.9% 55,307 $2.6M
Inspire Investing, LLC 0.11% Add +104.0% 54,855 $2.6M
Oak Thistle LLC 0.25% Reduce -42.6% 53,966 $2.6M
Rafferty Asset Management, LLC 0.01% Add +36.7% 52,954 $2.5M
Quadrature Capital Ltd 0.02% Reduce -10.6% 52,459 $2.5M
Capital Analysts, LLC 0.06% Reduce -1.1% 52,376 $2.5M
Elo Mutual Pension Insurance Co 0.03% Add +9.8% 52,258 $2.5M
Sterling Capital Management LLC 0.04% Reduce -6.1% 51,594 $2.5M
ASR Vermogensbeheer N.V. 0.03% Add +34.8% 51,562 $2.5M
Jupiter Topco LLC 0.00% — 51,151 $2.4M
Metis Global Partners, LLC 0.05% Add +12.4% 50,650 $2.4M
Sequoia Financial Advisors, LLC 0.01% Reduce -5.0% 50,445 $2.4M
Rothschild Investment LLC 0.09% Add +9.4% 50,159 $2.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +55.2% 50,711 $2.4M
OP Asset Management Ltd 0.03% Reduce -11.6% 49,808 $2.4M
Allstate Corp. 0.02% Add +1.7% 49,793 $2.4M
Marks Group Wealth Management, Inc 0.20% Reduce -1.4% 49,312 $2.3M
Glenmede Trust Co. NA 0.01% Add +11.8% 49,014 $2.3M
Empowered Funds, LLC 0.01% Add +83.1% 48,753 $2.3M
US Bancorp \de 0.00% Add +24.1% 48,009 $2.3M
Lazard Asset Management LLC 0.00% Add +356.8% 47,288 $2.2M
State of Alaska, Department of Revenue 0.02% Reduce -3.3% 46,976 $2.2M
DC Investments Management, LLC 0.76% No change 46,961 $2.2M
Squarepoint Ops LLC 0.00% Reduce -92.1% 46,345 $2.2M
Havemeyer Place LP 0.21% Reduce -6.9% 45,744 $2.2M
UniSuper Management Pty Ltd 0.01% Reduce -20.4% 44,023 $2.1M
Public Employees Retirement Association of Colorado 0.01% No change 43,938 $2.1M
KBC Group NV 0.00% Add +8.9% 43,827 $2.1M
Summit Trail Advisors, LLC 0.03% Add +55.9% 43,465 $2.1M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -2.6% 42,304 $2.0M
Pathstone Holdings, LLC 0.01% Add +8.1% 42,118 $2.0M
Meeder Advisory Services, Inc. 0.07% Reduce -9.7% 41,807 $2.0M
Intech Investment Management LLC 0.02% Reduce -21.8% 41,731 $2.0M
Jackson Creek Investment Advisors LLC 0.65% Add +60.6% 44,464 $2.0M
Abn Amro Investment Solutions 0.02% Add +40.5% 40,950 $1.9M
&partners 0.01% Add +2.0% 39,752 $1.9M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -9.7% 39,258 $1.9M
Northwest & Ethical Investments L.P. 0.04% Reduce -47.9% 38,908 $1.9M
Spirit of America Management Corp. 0.35% Add +3.4% 38,550 $1.8M
Ninepoint Partners LP 0.16% No change 37,720 $1.8M
Mizuho Securities USA LLC 0.03% Add +29.8% 37,535 $1.8M
Achmea Investment Management B.V. 0.04% Reduce -5.1% 37,446 $1.8M
Teachers Retirement System of the State of Kentucky 0.01% No change 36,638 $1.7M
Gulf International Bank (UK) Ltd 0.03% Reduce -2.3% 36,350 $1.7M
Apollon Wealth Management, LLC 0.02% Add +7.6% 36,021 $1.7M
DRW Securities, LLC 0.10% New 35,953 $1.7M
Pacer Advisors, Inc. 0.00% Reduce -22.9% 35,810 $1.7M
J. Safra Sarasin Holding AG 0.02% Add +428.8% 35,465 $1.7M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -20.7% 34,807 $1.7M
Centiva Capital, LP 0.06% Add +108.7% 34,360 $1.6M
Concentric Capital Strategies, LP 0.10% Add +178.7% 34,226 $1.6M
Atria Investments, Inc 0.02% Reduce -7.9% 33,596 $1.6M
Oxford Financial Group, LTD. LLC 0.08% No change 33,563 $1.6M
Saudi Central Bank 0.02% Add +90.5% 33,555 $1.6M
Inceptionr LLC 0.39% New 33,030 $1.6M
Gsa Capital Partners LLP 0.10% Add +111.1% 32,493 $1.5M
Boothbay Fund Management, LLC 0.03% Add +62.5% 32,483 $1.5M
WINTON GROUP Ltd 0.05% Add +59.1% 32,211 $1.5M
Martingale Asset Management L P 0.04% Add +153.6% 32,208 $1.5M
Focus Partners Wealth 0.00% Add +43.5% 32,149 $1.5M
Steward Partners Investment Advisory, LLC 0.01% Add +313.3% 31,845 $1.5M
Norinchukin Bank, The 0.01% Add +0.4% 31,651 $1.5M
EntryPoint Capital, LLC 0.36% Add +31.3% 31,609 $1.5M
Everhart Financial Group, Inc. 0.10% Reduce -5.8% 31,219 $1.5M
JSF Financial, LLC 0.24% Add +3.3% 31,171 $1.5M
iSAM Funds (UK) Ltd 1.04% Reduce -23.3% 31,000 $1.5M
GAMMA Investing LLC 0.05% Add +8.5% 30,965 $1.5M
Investment Management Corp of Ontario 0.02% Reduce -10.3% 30,621 $1.5M
Savant Capital, LLC 0.00% Add +101.2% 30,803 $1.4M
MML Investors Services, LLC 0.00% Add +56.2% 30,387 $1.4M
Nordea Investment Management AB 0.00% Add +14.9% 29,970 $1.4M
Vestmark Advisory Solutions, Inc. 0.01% Reduce -5.3% 30,223 $1.4M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -0.3% 29,974 $1.4M
Blair William & Co. 0.00% Add +20.4% 29,688 $1.4M
Florida Financial Advisors, LLC 0.24% Reduce -37.7% 29,530 $1.4M
Gateway Investment Advisers LLC 0.01% Add +101.7% 28,733 $1.4M
VELA Investment Management, LLC 0.33% Reduce -2.0% 28,463 $1.4M
BankPlus Trust Department 0.31% Add +11.1% 28,264 $1.3M
Altshuler Shaham Ltd 0.02% Add +333.9% 28,215 $1.3M
Ascent Group, LLC 0.04% Add +17.1% 28,199 $1.3M
Finward Bancorp 1.01% Reduce -0.1% 28,133 $1.3M
Hartford Investment Management Co. 0.04% Reduce -1.6% 27,302 $1.3M
Strengthening Families & Communities, LLC 0.28% Reduce -0.0% 26,642 $1.3M
Huntington National Bank 0.01% Reduce -3.3% 26,140 $1.2M
Schonfeld Strategic Advisors LLC 0.01% Add +9.5% 26,031 $1.2M
Vident Advisory, LLC 0.01% Add +2.9% 25,880 $1.2M
Fox Run Management, L.L.C. 0.20% Add +19.8% 25,689 $1.2M
Tower Research Capital LLC (TRC) 0.03% Reduce -40.2% 25,228 $1.2M
Nomura Holdings Inc. 0.01% Add +143.3% 25,095 $1.2M
Global Retirement Partners, LLC 0.02% — 24,995 $1.2M
Louisiana State Employees Retirement System 0.02% Add +0.4% 24,500 $1.2M
Icon Advisers Inc. 0.22% No change 24,300 $1.2M
Farther Finance Advisors, LLC 0.01% Add +12.8% 24,250 $1.2M
Contravisory Investment Management, Inc. 0.20% Add +1.1% 24,118 $1.1M
New Mexico Educational Retirement Board 0.03% Add +9.6% 23,900 $1.1M
Oxford Asset Management LLP 0.56% New 23,784 $1.1M
Mirabella Financial Services LLP 0.12% Reduce -16.8% 23,721 $1.1M
IFP Advisors, Inc 0.02% Reduce -19.4% 23,620 $1.1M
CHICAGO TRUST Co NA 0.16% Add +0.8% 23,545 $1.1M
Friedenthal Financial 0.52% New 23,427 $1.1M
1ST Source Bank 0.05% No change 23,323 $1.1M
Danske Bank A/S 0.00% Add +4.5% 23,178 $1.1M
Bleakley Financial Group, LLC 0.01% Add +47.8% 22,985 $1.1M
Kestra Private Wealth Services, LLC 0.01% Add +21.0% 22,671 $1.1M
OMERS ADMINISTRATION Corp 0.01% Add +192.2% 22,573 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.03% No change 22,368 $1.1M
New Age Alpha Advisors, LLC 0.04% Reduce -3.8% 22,252 $1.1M
Fideuram Asset Management (Ireland) dac 0.02% New 22,149 $1.0M
MAI Capital Management 0.00% Add +11.8% 21,980 $1.0M
Ingalls & Snyder LLC 0.03% No change 21,903 $1.0M
Cohen Capital Management, Inc. 0.14% No change 21,200 $1.0M
Schnieders Capital Management, Llc. 0.13% Add +0.0% 20,797 $989K
Crumly & Associates Inc. 0.19% Reduce -1.3% 20,791 $989K
HB Wealth Management, LLC 0.01% Add +32.4% 20,479 $974K
Capital Fund Management S.A. 0.01% New 20,268 $964K
Integrated Wealth Concepts LLC 0.01% Add +8.1% 19,819 $942K
First Citizens Bank & Trust Co. 0.01% Reduce -12.1% 19,786 $941K
Horizon Investments, LLC 0.01% Add +1.2% 19,681 $930K
Aster Capital Management (DIFC) Ltd 0.19% New 19,134 $910K
Ti-Trust, Inc. 0.48% Reduce -0.5% 18,950 $901K
MUFG Securities EMEA plc 0.01% Reduce -4.2% 18,739 $891K
Crossmark Global Holdings, Inc. 0.01% Add +2.5% 18,667 $888K
Oak Grove Capital LLC 0.07% New 18,600 $884K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -20.5% 18,277 $869K
Bessemer Group Inc. 0.00% Add +6.5% 18,119 $861K
Keybank National Association 0.00% Add +25.8% 18,045 $858K
Merit Financial Group, LLC 0.01% Add +45.4% 18,019 $857K
Marshall Wace, LLP 0.00% New 17,981 $855K
QRG Capital Management, Inc. 0.01% Add +26.8% 17,816 $847K
Centennial Wealth Advisory LLC 0.18% New 17,621 $838K
Board of the Pension Protection Fund 0.78% Reduce -49.1% 17,400 $827K
Elevation Point Wealth Partners, LLC 0.02% Reduce -0.6% 17,210 $818K
Los Angeles Capital Management LLC 0.00% Reduce -88.8% 17,115 $814K
Valeo Financial Advisors, LLC 0.02% Reduce -1.1% 16,656 $792K
Mariner, LLC 0.00% New 16,647 $791K
Park Avenue Securities LLC 0.00% Reduce -10.1% 16,645 $791K
Prosperity Consulting Group, LLC 0.03% Add +9.3% 16,534 $786K
Magnetar Financial LLC 0.01% New 16,486 $784K
Laird Norton Wetherby Trust Company, LLC 0.01% Add +21.4% 16,378 $779K
Advisory Services Network, LLC 0.01% Reduce -18.5% 16,350 $777K
Brown Brothers Harriman & Co. 0.00% Add +28.6% 16,245 $772K
Horizon Bancorp Inc. 0.36% No change 16,197 $770K
Cary Street Partners Financial LLC 0.02% Add +3.6% 16,125 $767K
Stableford Capital II LLC 0.26% Reduce -9.0% 15,973 $760K
LOM Asset Management Ltd 0.19% Add +6.5% 15,694 $746K
Arax Advisory Partners 0.00% Add +171.4% 15,616 $743K
Moody National Bank Trust Division 0.06% Add +0.2% 15,611 $742K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.4% 15,372 $731K
Blueshift Asset Management, LLC 0.17% New 15,300 $728K
EP Wealth Advisors, LLC 0.00% Add +3.4% 15,217 $724K
Chicago Partners Investment Group LLC 0.01% Add +26.5% 15,447 $722K
Arcus Capital Partners, LLC 0.30% Reduce -3.9% 15,107 $718K
Profund Advisors LLC 0.02% Reduce -8.0% 15,012 $714K
Johnson Investment Counsel Inc. 0.01% Reduce -8.5% 14,969 $712K
Empirical Finance, LLC 0.03% Add +4.1% 14,727 $700K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -18.3% 14,505 $692K
Assetmark, Inc. 0.00% Add +8.0% 14,512 $690K
SBI Okasan Asset Management Co.Ltd. 0.02% Reduce -7.7% 14,300 $689K
SVB Wealth LLC 0.04% Reduce -8.6% 14,452 $687K
Mufg Securities Americas Inc. 0.04% Add +9.1% 14,441 $687K
Prelude Capital Management, LLC 0.05% Add +65.8% 14,382 $684K
North Dakota State Investment Board 0.03% Add +2.9% 14,187 $675K
Stevens Capital Partners 0.13% New 14,164 $673K
United Capital Financial Advisors, LLC 0.00% Reduce -18.4% 14,117 $671K
D.A. Davidson & Co. 0.00% Add +6.8% 14,037 $667K
Kimelman & Baird, LLC 0.05% No change 13,950 $663K
Alan B Lancz & Associates, Inc. 0.57% No change 13,865 $659K
Arrowstreet Capital, Limited Partnership 0.00% New 13,840 $658K
Kingdom Financial Group LLC. 0.17% Reduce -5.4% 13,808 $657K
Compound Planning, Inc. 0.02% Reduce -17.9% 13,772 $655K
Nippon Life Global Investors Americas, Inc. 0.03% Reduce -5.7% 13,670 $650K
V-Square Quantitative Management LLC 0.06% Add +0.0% 13,606 $647K
Venturi Wealth Management, LLC 0.03% Reduce -6.8% 13,573 $645K
Archer Investment Corp 0.12% No change 13,537 $644K
ELCO Management Co., LLC 0.27% Add +0.6% 13,387 $637K
Frontier Capital Management Co. LLC 0.01% Add +2.3% 13,110 $623K
Callan Family Office, LLC 0.01% Add +0.5% 13,071 $622K
Cynosure Group, LLC 0.09% New 13,070 $621K
Ticino Wealth 0.20% Add +12.1% 13,068 $621K
Silver Oak Securities, Incorporated 0.04% Add +8.3% 12,966 $617K
Prudent Man Advisors, LLC 0.14% Add +12.0% 12,881 $612K
Envestnet Portfolio Solutions, Inc. 0.00% Add +29.5% 12,773 $607K
Sigma Planning Corp 0.02% Reduce -1.6% 12,625 $600K
Bridgefront Capital, LLC 0.16% Add +3.9% 12,518 $595K
Securian Asset Management, Inc. 0.02% Reduce -1.7% 12,749 $586K
Two Sigma Securities, LLC 0.05% Reduce -22.0% 12,290 $584K
Vanguard National Trust Co 0.03% Add +1.4% 12,118 $576K
Caitong International Asset Management Co., Ltd 0.08% Add +603450.0% 12,071 $574K
Capital Innovations LLC 0.15% — 11,825 $562K
Atom Investors LP 0.05% New 11,735 $558K
Allworth Financial LP 0.00% Add +1.4% 11,650 $554K
R Squared Ltd 0.28% Reduce -23.4% 11,396 $542K
Commerce Bank 0.00% Add +0.5% 11,299 $537K
TD Waterhouse Canada Inc. 0.00% Add +18.4% 11,420 $535K
Vontobel Holding Ltd. 0.00% Add +2.3% 11,212 $533K
Summit Financial, LLC 0.01% Add +25.3% 11,168 $531K
Ibex Wealth Advisors 0.04% Reduce -0.4% 11,019 $524K
World Investment Advisors 0.01% Add +0.0% 11,198 $523K
Canada Post Corp Registered Pension Plan 0.02% No change 10,976 $522K
Menard Financial Group LLC 0.28% New 10,868 $517K
HBK Sorce Advisory LLC 0.01% Add +19.9% 11,906 $511K
Fiduciary Alliance LLC 0.03% Add +0.4% 10,691 $508K
William Blair Investment Management, LLC 0.00% Add +0.5% 10,686 $508K
Sovran Advisors, LLC 0.04% New 11,088 $507K
Twinbeech Capital LP 0.09% Add +55.5% 10,608 $504K
Private Advisor Group, LLC 0.00% Add +12.7% 10,476 $498K
Kingsview Wealth Management, LLC 0.01% Add +26.1% 10,461 $497K
Quantum Portfolio Management LLC 0.18% Reduce -0.5% 10,402 $495K
Atalanta Sosnoff Capital, LLC 0.01% Add +2.8% 10,379 $494K
Horizon Investment Services, LLC 0.14% Add +0.4% 10,360 $493K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 10,287 $489K
Lido Advisors, LLC 0.00% Add +8.2% 10,235 $487K
Landscape Capital Management, L.L.C. 0.03% New 10,225 $486K
UMB Bank, n.a. 0.01% Add +5.1% 10,087 $480K
Cherokee Insurance Co 0.18% No change 10,000 $476K
Baird Financial Group, Inc. 0.00% Reduce -2.4% 9,938 $473K
Pathway Financial Advisers, LLC 0.12% Add +0.3% 9,871 $469K
Arkadios Wealth Advisors 0.01% Add +5.1% 9,854 $469K
OneDigital Investment Advisors LLC 0.00% Reduce -0.1% 9,836 $468K
Amica Mutual Insurance Co. 0.04% Reduce -39.1% 9,808 $466K
Xcelsior Advisor Partners LLC 0.06% Add +19.1% 9,775 $465K
South Dakota Investment Council 0.01% No change 9,600 $456K
Frec Markets, Inc. 0.04% Add +119.7% 9,448 $449K
State of Wyoming 0.05% New 9,441 $449K
Vinva Investment Management Ltd 0.00% New 9,297 $448K
FIL Ltd 0.00% Add +134.8% 9,051 $430K
DAVENPORT & Co LLC 0.00% Reduce -6.3% 9,048 $430K
Trivium Point Advisory, LLC 0.04% Add +1.6% 8,782 $418K
J.W. Cole Advisors, Inc. 0.01% Add +1.0% 8,647 $411K
Modern Wealth Management, LLC 0.00% Add +9.1% 8,643 $411K
Ballentine Partners, LLC 0.01% Add +1.0% 8,628 $410K
Regent Peak Wealth Advisors LLC 0.08% Add +0.2% 8,621 $410K
Royal Fund Management, LLC 0.03% Reduce -88.8% 8,530 $406K
Annex Advisory Services, LLC 0.01% Add +0.5% 8,479 $403K
Csenge Advisory Group 0.02% Add +6.1% 8,348 $397K
3Chopt Investment Partners, LLC 0.07% Add +0.6% 8,331 $396K
Hutchens & Kramer Investment Management Group, LLC 0.11% Add +2.5% 8,265 $393K
Coldstream Capital Management Inc. 0.00% Add +4.2% 8,197 $390K
Praxis Investment Management Inc. 0.02% No change 8,098 $385K
Signaturefd, LLC 0.01% Add +8.7% 8,080 $384K
Lumbard & Kellner, LLC 0.12% No change 8,000 $380K
McKinley Carter Wealth Services, Inc. 0.02% Add +0.3% 7,938 $377K
Sapient Capital LLC 0.00% Add +0.1% 7,918 $377K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.2% 7,900 $376K
Sagewood Asset Management LP 0.09% Add +11.1% 7,899 $376K
Proficio Capital Partners LLC 0.01% New 7,893 $375K
NewEdge Wealth, LLC 0.00% Add +4.0% 7,854 $373K
IHT Wealth Management, LLC 0.01% Reduce -5.3% 7,780 $370K
Shepherd Financial Partners LLC 0.03% Add +0.2% 7,729 $368K
Capital Investment Advisors, LLC 0.00% Reduce -5.1% 7,722 $367K
Brighton Jones LLC 0.01% Add +12.5% 7,691 $366K
Moors & Cabot, Inc. 0.01% Reduce -16.4% 7,635 $363K
Regions Financial Corp. 0.00% Add +1.0% 7,620 $362K
VeraBank, N.A. 0.06% Reduce -43.9% 7,591 $361K
Syon Capital LLC 0.02% Add +21.7% 7,548 $359K
Westwood Holdings Group Inc. 0.00% New 7,388 $351K
EverSource Wealth Advisors, LLC 0.01% Reduce -0.6% 7,332 $349K
Pinnacle Associates Ltd. 0.00% Add +3.7% 7,291 $347K
Brand Asset Management Group, Inc. 0.08% Reduce -0.9% 7,279 $346K
Ritholtz Wealth Management 0.01% Add +7.2% 7,261 $345K
Choreo, LLC 0.00% Reduce -20.4% 7,231 $344K
Values First Advisors, Inc. 0.16% Add +9.7% 7,172 $341K
CX Institutional 0.01% Add +5.5% 7,050 $335K
Jump Financial, LLC 0.00% Reduce -76.2% 6,913 $329K
Ascentis Wealth Management, LLC 0.06% Add +38.1% 6,910 $329K
Gladstone Institutional Advisory LLC 0.01% Add +0.3% 6,909 $329K
Hilltop Partners LLC 0.08% Reduce -0.3% 6,874 $327K
Siemens Fonds Invest GmbH 0.02% No change 6,844 $325K
Jacobi Capital Management LLC 0.02% Reduce -1.4% 6,767 $322K
Redmond Asset Management, LLC 0.08% No change 6,674 $317K
Caprock Group, LLC 0.01% Reduce -61.2% 6,671 $317K
PDS Planning, Inc 0.02% Add +8.9% 6,649 $316K
Accurate Wealth Management, LLC 0.03% Add +59.6% 6,738 $316K
St Germain D J Co. Inc. 0.01% Add +0.0% 6,593 $313K
IMC-Chicago, LLC 0.00% New 6,576 $313K
International Private Wealth Advisors LLC 0.16% New 6,550 $311K
Flagship Harbor Advisors, LLC 0.01% Add +0.0% 6,531 $311K
Counterpoint Mutual Funds LLC 0.03% New 6,457 $307K
Wedbush Securities Inc. 0.01% Reduce -0.3% 6,462 $307K
Ashton Thomas Private Wealth, LLC 0.01% New 6,447 $307K
CreativeOne Wealth, LLC 0.01% Reduce -5.1% 6,414 $305K
Skyline Advisors, Inc. 0.10% No change 6,373 $303K
Harbour Investments, Inc. 0.00% Add +0.7% 6,314 $300K
GAMCO Investors 0.00% No change 6,306 $300K
Cornerstone Wealth Group, LLC 0.02% Add +0.8% 6,231 $296K
OneAscent Investment Solutions LLC 0.28% Reduce -22.1% 6,163 $293K
Calydon Capital 0.04% Reduce -0.0% 6,136 $292K
AlphaCore Capital LLC 0.01% Add +21.8% 6,119 $291K
Sowell Financial Services LLC 0.01% Add +1.3% 6,057 $288K
Avalon Trust Co 0.02% No change 6,000 $285K
Everpar Advisors LLC 0.08% Add +22.0% 5,985 $285K
Evolution Advisers, Inc. 0.10% No change 5,932 $282K
Wetzel Investment Advisors, Inc. 0.10% No change 5,826 $277K
Parallel Advisors, LLC 0.00% Add +6.1% 5,825 $277K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -20.6% 5,800 $276K
Holistic Financial Partners 0.17% Reduce -53.9% 5,795 $276K
BankPlus Wealth Management LLC 0.12% Add +5.2% 5,779 $275K
Checchi Capital Advisers, LLC 0.02% Add +18.6% 5,758 $274K
Mather Group, Llc. 0.00% Add +0.6% 5,727 $272K
Keystone Financial Services 0.07% Add +5.4% 5,695 $271K
Hantz Financial Services, Inc. 0.00% Add +60.1% 5,655 $269K
Sandro Wealth Management LLC 0.19% Add +6.3% 5,644 $268K
Monarch Capital Management Inc. 0.06% No change 5,640 $268K
Fort Washington Investment Advisors Inc. 0.00% Reduce -1.8% 5,629 $268K
Level Four Advisory Services, LLC 0.01% Reduce -47.4% 5,626 $268K
Washington Trust Advisors, Inc. 0.02% No change 5,620 $267K
Cambria Investment Management, L.P. 0.01% New 5,543 $264K
Bedel Financial Consulting, Inc. 0.03% No change 5,540 $263K
Crestwood Advisors Group, LLC 0.00% Add +8.1% 5,517 $262K
AlphaGrep UK Ltd 0.08% Reduce -3.3% 5,441 $259K
Knollwood Investment Advisory, LLC 0.02% No change 5,416 $258K
Sagespring Wealth Partners, LLC 0.00% Add +4.8% 5,386 $256K
Harvest Investment Services, LLC 0.04% Add +3.3% 5,360 $255K
Sky Investment Group LLC 0.04% No change 5,230 $249K
Versant Capital Management, Inc 0.02% Add +12.6% 5,223 $248K
Barnes Wealth Management Group, Inc 0.11% Reduce -2.7% 5,218 $248K
Wedmont Private Capital 0.01% Add +10.7% 5,260 $247K
Miramontes Capital, LLC 0.08% No change 5,162 $245K
Indiana Trust & Investment Management Co 0.07% No change 5,158 $245K
Elevated Capital Advisors, LLC 0.07% Reduce -9.1% 5,139 $244K
Dakota Wealth Management 0.00% Add +0.5% 5,131 $244K
Morningstar Investment Management LLC 0.01% No change 5,223 $244K
Clark Capital Management Group, Inc. 0.00% New 5,120 $243K
Clearstead Advisors, LLC 0.00% Add +464.1% 5,088 $242K
Principal Securities, Inc. 0.00% Add +9.2% 5,036 $239K
Elevatus Welath Management 0.06% New 4,923 $234K
Total Clarity Wealth Management, Inc. 0.05% No change 4,912 $234K
Beacon Pointe Advisors, LLC 0.00% Reduce -21.4% 4,908 $233K
Park National Corp. 0.01% Reduce -7.8% 4,895 $233K
Cooper Financial Group 0.02% Reduce -9.1% 4,883 $232K
Kathmere Capital Management, LLC 0.01% New 4,788 $228K
Ellevest, Inc. 0.03% New 4,784 $227K
Strive Financial Group ,LLC 0.10% Add +579.0% 4,780 $227K
Dana Investment Advisors, Inc. 0.01% New 4,769 $227K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.5% 4,764 $227K
Private Trust Co. NA 0.02% Add +11.2% 4,761 $226K
Probity Advisors, Inc. 0.03% No change 4,724 $225K
71 West Capital Partners 0.01% New 4,681 $223K
Syntegra Private Wealth Group, LLC 0.02% Add +0.8% 4,635 $220K
Cigna Investments Inc. 0.03% No change 4,626 $220K
Tower View Wealth Management LLC 0.10% Add +0.9% 4,590 $218K
Thompson Siegel & Walmsley LLC 0.00% Reduce -29.8% 4,575 $218K
Breakwater Capital Group 0.03% No change 4,532 $215K
Stratos Wealth Partners, LTD. 0.00% Reduce -6.5% 4,504 $214K
Concurrent Investment Advisors, LLC 0.00% New 4,478 $213K
Essex Financial Services, Inc. 0.01% Reduce -16.0% 4,460 $212K
Harvest Fund Management Co., Ltd 0.01% No change 4,453 $212K
Ignite Planners, LLC 0.03% New 4,414 $210K
MSH Capital Advisors LLC 0.04% New 4,412 $210K
Advisors Capital Management, LLC 0.00% New 4,389 $209K
Atlanta Consulting Group Advisors, LLC 0.03% Add +0.3% 4,376 $208K
Thoroughbred Financial Services, LLC 0.01% New 4,367 $207K
Fieldview Capital Management, LLC 0.06% Reduce -38.5% 4,352 $207K
Kraematon Investment Advisors, Inc. 0.15% No change 4,348 $207K
CWA Asset Management Group, LLC 0.01% New 4,348 $207K
Gerber, LLC 0.10% No change 4,339 $206K
Richardson Financial Services Inc. 0.12% Reduce -2.0% 4,319 $205K
AIMZ Investment Advisors, LLC 0.06% No change 4,300 $204K
Whittier Trust Co. 0.00% No change 4,326 $204K
Citizens Financial Group Inc. 0.00% New 4,280 $204K
RFG Advisory, LLC 0.00% Reduce -4.5% 4,259 $202K
Independent Advisor Alliance 0.00% New 4,247 $202K
SHP Wealth Management 0.01% Reduce -1.7% 4,235 $201K
Pinnacle Financial Partners, Inc. 0.00% Reduce -8.7% 4,233 $201K
Index Technologies Group LLC 0.15% New 3,984 $189K
Westfuller Advisors, LLC 0.07% Reduce -0.2% 3,764 $179K
Frazier Financial Advisors, LLC 0.09% Reduce -0.2% 3,649 $174K
Ameritas Advisory Services, LLC 0.00% Reduce -65.8% 3,453 $164K
Centaurus Financial, Inc. 0.01% No change 3,414 $162K
Quarry LP 0.02% Reduce -68.8% 3,188 $152K
Knuff & Co LLC 0.04% New 3,152 $150K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Add +6.0% 3,149 $150K
United Financial Planning Group LLC 0.07% New 3,075 $146K
Hartford Financial Management Inc. 0.03% No change 3,000 $143K
Cullen/Frost Bankers, Inc. 0.00% Add +27.3% 2,727 $130K
Avanza Fonder AB 0.00% No change 2,662 $127K
Oslo Pensjonsforsikring AS 0.01% No change 2,442 $116K
Larson Financial Group LLC 0.00% Add +5.0% 2,391 $114K
Smartleaf Asset Management LLC 0.00% No change 2,336 $112K
Continuum Advisory, LLC 0.01% New 2,203 $105K
Federated Hermes, Inc. 0.00% Reduce -54.3% 2,136 $102K
Heritage Wealth Advisors 0.00% No change 2,126 $101K
HM Payson & Co. 0.00% Reduce -38.1% 2,103 $100K
Blue Trust, Inc. 0.00% Reduce -3.1% 2,013 $96K
Harbor Investment Advisory, LLC 0.01% No change 1,755 $83K
Ostrum Asset Management 0.00% Reduce -57.7% 1,670 $79K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -1.5% 1,662 $79K
Bartlett & Co. Wealth Management LLC 0.00% Add +594.1% 1,659 $79K
Toews Corp. 0.01% New 1,605 $76K
Community Financial Services Group, LLC 0.01% No change 1,582 $74K
CoreCap Advisors, LLC 0.00% Add +294.6% 1,543 $73K
TIAA Wealth Investment Management LLC 0.00% Reduce -1.1% 1,531 $73K
Miller Capital Partners, Inc. 0.03% No change 1,515 $72K
Costello Asset Management, INC 0.02% No change 1,500 $71K
Strategic Investment Solutions, Inc. 0.02% No change 1,500 $71K
Cromwell Holdings LLC 0.03% Add +2.9% 1,435 $68K
Institute for Wealth Management, LLC. 0.01% New 1,354 $64K
Parkside Financial Bank & Trust 0.00% Add +35.8% 1,339 $64K
Beaird Harris Wealth Management, LLC 0.00% No change 1,328 $63K
CYBER HORNET ETFs LLC 0.04% Reduce -0.3% 1,307 $62K
Geneos Wealth Management Inc. 0.00% No change 1,263 $60K
MCF Advisors LLC 0.00% Add +5.5% 1,244 $59K
Cary Street Partners Investment Advisory LLC 0.01% Add +11.7% 1,244 $59K
Owl Creek Wealth Partners LLC 0.02% Add +443.4% 1,228 $58K
Synergy Investment Management, LLC 0.01% Add +383.3% 1,242 $56K
Deseret Mutual Benefit Administrators 0.02% Reduce -3.4% 1,139 $54K
Newton One Investments LLC 0.01% New 1,129 $54K
Strategic Wealth Partners, Ltd. 0.00% No change 1,119 $53K
Armstrong Advisory Group, Inc. 0.00% No change 1,102 $52K
Gen-Wealth Partners Inc 0.01% No change 1,088 $52K
Boyd Watterson Asset Management LLC 0.01% No change 1,076 $51K
Optiver Holding B.V. 0.00% New 1,074 $51K
Essential Partners LLC 0.02% Add +5155.0% 1,051 $50K
Rossby Financial, LCC 0.01% Reduce -40.3% 1,011 $48K
Trust Co. of Toledo NA 0.00% No change 1,000 $48K
Seneschal Advisors, LLC 0.03% No change 989 $47K
Quent Capital, LLC 0.00% Add +4.8% 979 $47K
University of Texas/Texas Am Investment Management Co. 0.01% New 955 $45K
Delta Asset Management LLC 0.00% Reduce -1.1% 915 $44K
Eastern Bank 0.00% Reduce -46.1% 895 $43K
Basecamp Wealth Advisors LLC 0.01% No change 874 $42K
REAP Financial Group, LLC 0.01% Add +0.9% 866 $41K
Harborfront Financial Group LLC 0.16% — 865 $41K
MassMutual Private Wealth & Trust, FSB 0.00% Add +0.1% 840 $40K
Caldwell Sutter Capital, Inc. 0.01% No change 830 $39K
Transamerica Financial Advisors, LLC 0.00% Add +37.2% 811 $39K
First Community Trust NA 0.02% No change 792 $38K
Evermay Wealth Management LLC 0.00% New 791 $38K
Raleigh Capital Management Inc. 0.01% Add +60.8% 788 $37K
Colonial Trust Advisors 0.00% No change 750 $36K
Group One Trading LLC 0.00% Reduce -64.2% 745 $35K
Fiduciary Financial Advisors 0.00% New 737 $35K
Godfrey Financial Associates, Inc. 0.03% No change 712 $34K
Elequin Capital, LP 0.01% New 701 $33K
Country Trust Bank 0.00% No change 700 $33K
Manchester Capital Management LLC 0.00% No change 686 $33K
Keating Financial Advisory Services, Inc. 0.00% Add +19.4% 684 $33K
Zions Bancorporation, National Association 0.00% Reduce -14.7% 666 $32K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +11.1% 649 $31K
Barrett & Company, Inc. 0.01% No change 650 $31K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 650 $31K
AdvisorNet Financial, Inc 0.00% Add +3.4% 638 $30K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 635 $30K
IFG Advisory, LLC 0.00% New 617 $29K
Crewe Advisors LLC 0.00% No change 609 $29K
International Assets Investment Management, LLC 0.00% Add +11.3% 611 $29K
Meramec Financial Planners, LLC 0.01% No change 624 $29K
Caldwell Trust Co 0.00% No change 594 $28K
Spire Wealth Management 0.00% No change 585 $28K
Logan Capital Management Inc. 0.00% — 578 $27K
GoalVest Advisory LLC 0.01% No change 570 $27K
LRI Investments, LLC 0.00% Add +5.1% 558 $27K
CENTRAL TRUST Co 0.00% Add +7.4% 553 $26K
Compass Financial Management LLC 0.00% — 551 $26K
CVA Family Office, LLC 0.00% Add +4.5% 528 $25K
Perkins Coie Trust Co 0.00% No change 521 $25K
E Fund Management (Hong Kong) Co., Ltd. 0.01% New 505 $24K
Cornerstone Financial Management LLC 0.02% Add +4.6% 504 $24K
Smallwood Wealth Investment Management, LLC 0.01% No change 500 $24K
Bank of New Hampshire 0.01% No change 500 $24K
Foster Dykema Cabot & Partners, LLC 0.00% No change 500 $24K
Salem Investment Counselors Inc. 0.00% No change 500 $24K
Leonteq Securities AG 0.00% Reduce -70.1% 494 $23K
S&T Bank 0.01% Reduce -8.9% 492 $23K
Acumen Wealth Advisors, LLC 0.00% Reduce -19.5% 491 $23K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +11.1% 491 $23K
Blueline Advisors LLC 0.02% No change 481 $23K
Motco 0.00% Add +295.0% 474 $23K
VSM Wealth Advisory, LLC 0.01% Add +666.7% 460 $22K
Monetary Management Group Inc. 0.00% No change 455 $22K
GHP Investment Advisors, Inc. 0.00% No change 450 $21K
JFS Wealth Advisors, LLC 0.00% Add +7.0% 428 $20K
Cassaday & Co Wealth Management LLC 0.00% No change 427 $20K
Kentucky Trust Co 0.01% No change 425 $20K
Bruce G. Allen Investments, LLC 0.01% No change 423 $20K
Financial Avengers, Inc. 0.01% Add +0.7% 422 $20K
Main Street Group, LTD 0.00% No change 400 $19K
McMillan Office, Inc. 0.00% No change 400 $19K
Wolff Wiese Magana LLC 0.01% No change 395 $19K
Axiom Investment Management LLC 0.01% No change 384 $18K
Key Financial Inc 0.00% No change 378 $18K
Princeton Global Asset Management LLC 0.00% No change 372 $18K
Wellington-Altus USA Inc. 0.01% No change 377 $18K
GGM Financial LLC 0.01% Add +0.6% 355 $17K
Salomon & Ludwin, LLC 0.00% No change 348 $16K
Grove Bank & Trust 0.00% No change 331 $16K
Fortitude Family Office, LLC 0.00% No change 327 $16K
Trust Co. of Vermont 0.00% — 322 $15K
North Star Investment Management Corp. 0.00% No change 321 $15K
Covestor Ltd 0.01% Add +1.6% 320 $15K
Farmers & Merchants Investments Inc. 0.00% Add +5.4% 295 $14K
Johnson Financial Group, Inc. 0.00% Reduce -22.6% 292 $14K
Accordant Advisory Group Inc 0.01% No change 290 $14K
Pingora Partners LLC 0.01% No change 280 $13K
Lloyd Advisory Services, LLC. 0.01% Reduce -98.1% 277 $13K
Coston, McIsaac & Partners 0.00% No change 282 $13K
Financial Consulate, Inc. 0.00% No change 265 $13K
Fortis Group Advisors, LLC 0.00% No change 257 $12K
True Wealth Design, LLC 0.00% Add +169.5% 256 $12K
Webster Bank, N. A. 0.00% Reduce -40.3% 244 $12K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 241 $11K
SJS Investment Consulting Inc. 0.00% Add +244.9% 238 $11K
Cornerstone Planning Group LLC 0.00% Reduce -4.8% 238 $11K
JPL Wealth Management, LLC 0.00% Add +98.3% 232 $11K
N.E.W. Advisory Services LLC 0.00% New 215 $10K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% No change 213 $10K
Tsfg, LLC 0.00% No change 200 $10K
West Branch Capital LLC 0.00% Add +0.5% 208 $10K
Kemnay Advisory Services Inc. 0.00% Add +5.2% 202 $10K
CGC Financial Services, LLC 0.00% No change 200 $10K
DT Investment Partners, LLC 0.00% No change 198 $9K
Bell Investment Advisors, Inc 0.00% Add +6.1% 192 $9K
Bellevue Asset Management, LLC 0.00% Add +0.5% 190 $9K
Sachetta, LLC 0.00% No change 176 $8K
MidFirst Bank 0.00% No change 172 $8K
Cedar Mountain Advisors, LLC 0.00% No change 169 $8K
Simplex Trading, LLC 0.00% Reduce -98.7% 164 $8K
LifeSteps Financial, Inc. 0.00% New 163 $8K
IMG Wealth Management, Inc. 0.00% Add +43.4% 162 $8K
West Paces Advisors Inc. 0.00% New 157 $7K
Smithfield Trust Co 0.00% No change 140 $7K
Financial Management Professionals, Inc. 0.00% Add +22.7% 146 $7K
Virtus Advisers, LLC 0.00% Reduce -98.8% 135 $6K
Creative Financial Designs Inc. 0.00% Reduce -53.6% 130 $6K
Fairman Group, LLC 0.00% No change 128 $6K
Elevation Wealth Partners, LLC 0.00% No change 127 $6K
Walleye Trading LLC 0.00% Reduce -97.8% 124 $6K
Mb, Levis & Associates, LLC 0.00% Add +0.8% 119 $6K
Glen Eagle Advisors, LLC 0.00% No change 118 $6K
Physician Wealth Advisors, Inc. 0.00% Reduce -18.7% 113 $5K
Dogwood Wealth Management LLC 0.00% Add +53.4% 112 $5K
Summit Securities Group LLC 0.00% Add +40.5% 111 $5K
WPG Advisers, LLC 0.00% No change 108 $5K
TD Capital Management LLC 0.00% Add +1.0% 104 $5K
MV Capital Management, Inc. 0.00% No change 102 $5K
JDM Financial Group LLC 0.00% No change 101 $5K
Mark Sheptoff Financial Planning, LLC 0.00% No change 100 $5K
Kilter Group LLC 0.00% Add +1900.0% 100 $5K
Triumph Capital Management 0.00% No change 100 $5K
SBI Securities Co., Ltd. 0.00% Reduce -23.1% 100 $5K
Rialto Wealth Management, LLC 0.00% Add +29.7% 96 $5K
Fulcrum Asset Management LLP 0.00% Reduce -99.6% 92 $4K
Buck Wealth Strategies, LLC 0.00% New 93 $4K
Ameriflex Group, Inc. 0.00% New 92 $4K
Golden State Wealth Management, LLC 0.00% No change 92 $4K
Reyes Financial Architecture, Inc. 0.00% No change 90 $4K
Capital Advisors, Ltd. LLC 0.00% No change 82 $4K
Greykasell Wealth Strategies, Inc. 0.00% No change 79 $4K
Evolution Wealth Management Inc. 0.00% No change 78 $4K
Atlantic Union Bankshares Corp 0.00% Reduce -8.2% 78 $4K
Bogart Wealth, LLC 0.00% Add +492.3% 77 $4K
Hollencrest Capital Management 0.00% No change 75 $4K
Bay Harbor Wealth Management, LLC 0.00% Add +21.7% 73 $3K
Raffa Wealth Management, LLC 0.00% Add +75.0% 70 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 68 $3K
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 64 $3K
Avion Wealth 0.00% Add +146.7% 74 $3K
GW&K Investment Management, LLC 0.00% No change 54 $3K
First Horizon Corp. 0.00% No change 62 $3K
Planning Strategies Inc. 0.00% — 61 $3K
Marquette Asset Management, LLC 0.00% Reduce -24.4% 59 $3K
Principia Wealth Advisory, LLC 0.00% Add +11.3% 59 $3K
Hughes Financial Services, LLC 0.00% Add +72.7% 57 $3K
BOK Financial Private Wealth, Inc. 0.00% New 55 $3K
Addison Advisors LLC 0.00% Add +8.3% 52 $2K
Creative Capital Management Investments LLC 0.00% New 52 $2K
Hilton Head Capital Partners, LLC 0.00% No change 51 $2K
Investors Portfolio Services LLC 0.00% No change 51 $2K
Darwin Wealth Management, LLC 0.00% No change 50 $2K
SOA Wealth Advisors, LLC. 0.00% Add +2.0% 50 $2K
Allied Private Wealth LLC 0.00% — 50 $2K
Dunhill Financial, LLC 0.00% Reduce -4.0% 48 $2K
Montgomery Financial Services LLC 0.00% — 46 $2K
Signature Resources Capital Management, LLC 0.00% No change 46 $2K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -10.0% 45 $2K
High Note Wealth, LLC 0.00% Add +975.0% 43 $2K
iA Global Asset Management Inc. 0.00% Add +118.8% 35 $2K
Sunrise Financial Services, LLC 0.00% No change 39 $2K
SouthState Bank Corp 0.00% Reduce -11.6% 38 $2K
Albion Financial Group 0.00% No change 35 $2K
Arlington Trust Co LLC 0.00% No change 35 $2K
Tounjian Advisory Partners, LLC 0.00% New 34 $2K
HFM Investment Advisors, LLC 0.00% Add +93.3% 29 $1K
FWL Investment Management, LLC 0.00% New 29 $1K
Silver Grove Financial Group, Inc. 0.00% New 28 $1K
American Capital Advisory, LLC 0.00% Add +75.0% 28 $1K
Millstone Evans Group, LLC 0.00% No change 27 $1K
Davis Capital Management 0.00% Add +2200.0% 23 $1K
Quaker Wealth Management, LLC 0.00% Add +10.0% 22 $1K
Networth Advisors, LLC 0.00% Reduce -15.4% 22 $1K
WestEnd Advisors, LLC 0.00% Add +10.0% 22 $1K
TFC Financial Management, Inc. 0.00% No change 21 $1K
Penserra Capital Management LLC 0.00% Add +30.0% 39 $1K
Activest Wealth Management 0.00% New 21 $999
Torren Management, LLC 0.00% No change 19 $905
1015 Capital Partners, LLC 0.00% No change 19 $903
Key Capital Management, INC 0.00% No change 18 $856
Wilmington Savings Fund Society, FSB 0.00% New 12 $571
Valley National Advisers Inc. 0.00% New 11 $524
Tidemark, LLC 0.00% No change 11 $523
Valued Wealth Advisors LLC 0.00% No change 9 $428
Bare Financial Services, Inc 0.00% No change 9 $428
Colonial Trust Co / SC 0.00% No change 9 $425
Nvest Wealth Strategies, Inc. 0.00% New 8 $381
Clark Wealth Partners 0.00% No change 7 $333
Plante Moran Financial Advisors, LLC 0.00% Reduce -97.8% 7 $333
Private Wealth Management Group, LLC 0.00% No change 6 $286
DecisionPoint Financial, LLC 0.00% New 6 $282
Redwood Park Advisors LLC 0.00% No change 5 $238
Highland Investment Advisors LLC 0.00% — 5 $238
IMA Advisory Services, Inc. 0.00% No change 5 $238
Cape Investment Advisory, Inc. 0.00% New 3 $143
Maryland Capital Advisors Inc. 0.00% — 2 $96
Medallion Wealth Advisors, LLC 0.00% New 2 $95
Banque Cantonale Vaudoise 0.00% Add +92.3% 1,581 $75
Meeder Asset Management Inc. 0.00% No change 1 $48
Asset Dedication, LLC 0.00% No change 1 $48
Highline Wealth Partners LLC 0.00% No change 1 $48
NorthAvenue LLC 0.00% No change 1 $48
Ogorek Anthony Joseph /NY/ 0.00% No change 18 $0
Navigoe, LLC 0.00% New 11 $0

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