Filing Research | NI - NISOURCE INC Institutional Holdings

Snapshot holdings

50 / 214 loaded

#		Instrument	quantity
1	MIZUHO MARKETS AMERICAS LLC	Shares	2.0MSH	$95.4M
2	EXCHANGE TRADED CONCEPTS, LLC	Shares	764.8KSH	$36.4M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	761.8KSH	$36.2M
4	Artemis Investment Management LLP	Shares	650.6KSH	$30.9M
5	Assenagon Asset Management S.A.	Shares	641.3KSH	$30.5M
6	Robeco Institutional Asset Management B.V.	Shares	613.2KSH	$29.2M
7	Thomasville National Bank	Shares	592.3KSH	$28.2M
8	Tema ETFs LLC	Shares	533.9KSH	$25.4M
9	HENNESSY ADVISORS INC	Shares	359.4KSH	$17.1M
10	IFM Investors Pty Ltd	Shares	246.0KSH	$11.7M
11	Goelzer Investment Management, Inc.	Shares	236.7KSH	$11.3M
12	Police & Firemen's Retirement System of New Jersey	Shares	216.1KSH	$10.3M
13	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	Shares	198.8KSH	$9.5M
14	BFSG, LLC	Shares	196.7KSH	$9.4M
15	Union Bancaire Privee, UBP SA	Shares	174.1KSH	$7.6M
16	Ausbil Investment Management Ltd	Shares	157.6KSH	$7.4M
17	Czech National Bank	Shares	136.5KSH	$6.5M
18	LANARK FINANCIAL, INC.	Shares	126.4KSH	$6.0M
19	Hennion & Walsh Asset Management, Inc.	Shares	109.5KSH	$5.2M
20	Mirae Asset Global Investments Co., Ltd.	Shares	106.8KSH	$5.1M
21	PensionDanmark Pensionsforsikringsaktieselskab	Shares	101.8KSH	$4.8M
22	Y-Intercept (Hong Kong) Ltd	Shares	88.9KSH	$4.2M
23	COMMUNITY TRUST & INVESTMENT CO	Shares	75.8KSH	$3.6M
24	HF Advisory Group, LLC	Shares	69.4KSH	$3.3M
25	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	67.8KSH	$3.2M
26	LINCOLN CAPITAL CORP	Shares	65.0KSH	$3.1M
27	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	59.1KSH	$2.8M
28	Oak Thistle LLC	Shares	54.0KSH	$2.6M
29	ASR Vermogensbeheer N.V.	Shares	51.6KSH	$2.5M
30	Sequoia Financial Advisors, LLC	Shares	50.4KSH	$2.4M
31	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	50.7KSH	$2.4M
32	ABN AMRO INVESTMENT SOLUTIONS	Shares	41.0KSH	$1.9M
33	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	38.5KSH	$1.8M
34	Apollon Wealth Management, LLC	Shares	36.0KSH	$1.7M
35	Everhart Financial Group, Inc.	Shares	31.2KSH	$1.5M
36	GAMMA Investing LLC	Shares	31.0KSH	$1.5M
37	GATEWAY INVESTMENT ADVISERS LLC	Shares	28.7KSH	$1.4M
38	MIZUHO SECURITIES USA LLC	Shares	28.9KSH	$1.3M
39	Finward Bancorp	Shares	28.1KSH	$1.3M
40	HARTFORD INVESTMENT MANAGEMENT CO	Shares	27.3KSH	$1.3M
41	Louisiana State Employees Retirement System	Shares	24.5KSH	$1.2M
42	Farther Finance Advisors, LLC	Shares	24.3KSH	$1.2M
43	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	24.1KSH	$1.1M
44	IFP Advisors, Inc	Shares	23.6KSH	$1.1M
45	CHICAGO TRUST Co NA	Shares	23.5KSH	$1.1M
46	Friedenthal Financial	Shares	23.4KSH	$1.1M
47	Fideuram Asset Management (Ireland) dac	Shares	22.1KSH	$1.0M
48	Cohen Capital Management, Inc.	Shares	21.2KSH	$1.0M
49	SCHNIEDERS CAPITAL MANAGEMENT, LLC.	Shares	20.8KSH	$988.9K
50	Crumly & Associates Inc.	Shares	20.8KSH	$988.6K

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Manager changes2026-06-30 vs 2026-03-31

50 / 225 loaded

#		Instrument
1	MIZUHO MARKETS AMERICAS LLC added	Shares	+356.3K	+$18.4M	$95.4M
2	Robeco Institutional Asset Management B.V. added	Shares	+180.4K	+$9.0M	$29.2M
3	Tema ETFs LLC added	Shares	+166.4K	+$8.2M	$25.4M
4	Union Bancaire Privee, UBP SA added	Shares	+68.5K	+$3.2M	$7.6M
5	IFM Investors Pty Ltd added	Shares	+22.7K	+$1.3M	$11.7M
6	Friedenthal Financial new	Shares	+23.4K	+$1.1M	$1.1M
7	Fideuram Asset Management (Ireland) dac new	Shares	+22.1K	+$1.0M	$1.0M
8	Centennial Wealth Advisory LLC new	Shares	+17.6K	+$837.9K	$837.9K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+18.0K	+$826.5K	$2.4M
10	Police & Firemen's Retirement System of New Jersey added	Shares	+13.4K	+$815.5K	$10.3M
11	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+14.5K	+$701.6K	$1.4M
12	Mirae Asset Global Investments Co., Ltd. added	Shares	+12.3K	+$669.7K	$5.1M
13	ASR Vermogensbeheer N.V. added	Shares	+13.3K	+$666.5K	$2.5M
14	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+11.8K	+$587.2K	$1.9M
15	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+10.5K	+$580.5K	$4.8M
16	Czech National Bank added	Shares	+6.1K	+$408.0K	$6.5M
17	Curated Wealth Partners LLC new	Shares	+18.5K	+$371.9K	$371.9K
18	HENNESSY ADVISORS INC added	Shares	+900	+$361.8K	$17.1M
19	Counterpoint Mutual Funds LLC new	Shares	+6.5K	+$307.0K	$307.0K
20	Merit Financial Group, LLC added	Shares	+5.6K	+$278.5K	$856.8K
21	HF Advisory Group, LLC added	Shares	+4.3K	+$263.0K	$3.3M
22	Ignite Planners, LLC new	Shares	+4.4K	+$210.2K	$210.2K
23	CWA Asset Management Group, LLC new	Shares	+4.3K	+$206.7K	$206.7K
24	QRG CAPITAL MANAGEMENT, INC. added	Shares	+3.8K	+$191.8K	$847.2K
25	CANTOR FITZGERALD INVESTMENT ADVISORS L.P. trimmed	Shares	-106	+$172.0K	$9.5M
26	Apollon Wealth Management, LLC added	Shares	+2.6K	+$151.2K	$1.7M
27	Envestnet Portfolio Solutions, Inc. added	Shares	+2.9K	+$147.1K	$607.4K
28	Farther Finance Advisors, LLC added	Shares	+2.8K	+$145.7K	$1.2M
29	GAMMA Investing LLC added	Shares	+2.4K	+$140.3K	$1.5M
30	BFSG, LLC trimmed	Shares	-1.3K	+$113.9K	$9.4M
31	Accurate Wealth Management, LLC added	Shares	+2.5K	+$113.2K	$316.0K
32	COMMUNITY TRUST & INVESTMENT CO added	Shares	+726	+$101.3K	$3.6M
33	SPIRIT OF AMERICA MANAGEMENT CORP/NY added	Shares	+1.3K	+$92.6K	$1.8M
34	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-271	+$84.8K	$5.2M
35	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+1.4K	+$67.4K	$78.9K
36	EVERPAR ADVISORS LLC added	Shares	+1.1K	+$55.7K	$284.6K
37	CoreCap Advisors, LLC added	Shares	+1.2K	+$55.1K	$73.4K
38	D.A. DAVIDSON & CO. added	Shares	+900	+$54.5K	$667.5K
39	Newton One Investments LLC new	Shares	+1.1K	+$53.7K	$53.7K
40	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$52.6K	$2.8M
41	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-13.5K	+$51.0K	$36.4M
42	Owl Creek Wealth Partners LLC added	Shares	+1.0K	+$47.8K	$58.4K
43	LINCOLN CAPITAL CORP trimmed	Shares	-331	+$42.5K	$3.1M
44	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+567	+$40.8K	$766.7K
45	Crossmark Global Holdings, Inc. added	Shares	+465	+$38.3K	$887.6K
46	SIGNATUREFD, LLC added	Shares	+644	+$37.2K	$384.2K
47	CONTRAVISORY INVESTMENT MANAGEMENT, INC. added	Shares	+254	+$33.3K	$1.1M
48	Versant Capital Management, Inc added	Shares	+586	+$32.0K	$248.4K
49	CHICAGO TRUST Co NA added	Shares	+194	+$30.0K	$1.1M
50	LANARK FINANCIAL, INC. trimmed	Shares	-1.8K	+$29.6K	$6.0M

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