Public record / Tickers / NI

NI — NISOURCE INC.

Both disclosure regimes on one name: who in Congress filed about NI, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
13
all PTR rows naming NI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
06-22
filed 2025-06-22
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Jefferson Shreve · $50.0K–$100K

Sale · traded 2025-05-12 → filed 2025-06-22. Ranked over every NI row by the provable lower bound, never a point estimate.

No member disclosed NI in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING NI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning NI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-06-22Jefferson Shreve R–IN-6SaleTraded 05-12 +41d$50K–$100K
2025-05-16Dan Newhouse R–WA-4Sale · partial · SP (partial sale, spouse-owned)Traded 04-11 +35d$1K–$15K
2024-04-25Dan Newhouse R–WA-4Purchase · SP (spouse-owned)Traded 04-10 +15d$1K–$15K
2021-04-23Lois Frankel D–FL-22SaleTraded 03-19 +35d$1K–$15K
2021-01-09Dean Phillips D–MN-3SaleTraded 2020-12-18 +22d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 13 ↗

Members active in NI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed NI in the trailing 12 months.

Congress ↔ notable managers · NI

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held
Trimming
1 D1 Capital Partners $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · NISOURCE INC

Merged timeline of congressional filings and notable-manager moves on NI
DateWhoChangeSize
2026-05-15D1 Capital Partners 13Fexit−1,214,570 sh

1 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of NI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.4B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.5B1
3STATE STREET CORP$1.3B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.3B1
5GEODE CAPITAL MANAGEMENT, LLC$586M1
6DEUTSCHE BANK AG\$547M1
7FMR LLC$430M1
8JENNISON ASSOCIATES LLC$430M1
9Invesco Ltd.$364M1
10FRANKLIN RESOURCES INC$279M1
11UBS Group AG$274M1
12Newport Trust Company, LLC$261M1
13MORGAN STANLEY$256M1
14Zimmer Partners, LP$240M1
15Pictet Asset Management Holding SA$225M1
16WELLINGTON MANAGEMENT GROUP LLP$212M1
17Soroban Capital Partners LP$210M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$209M1
19NORTHERN TRUST CORP$199M1
20UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$196M1
21Legal & General Group Plc$181M1
22BROOKFIELD Corp /ON/$172M1
23BARCLAYS PLC$163M1
24BANK OF MONTREAL /CAN/$158M1
25ALKEON CAPITAL MANAGEMENT LLC$157M1
26Bank of New York Mellon Corp$146M1
27DUFF & PHELPS INVESTMENT MANAGEMENT CO$145M1
28BANK OF AMERICA CORP /DE/$144M1
29ROYAL BANK OF CANADA$130M1
30VANGUARD FIDUCIARY TRUST CO$126M1
31DIMENSIONAL FUND ADVISORS LP$119M1
32PFA Pension, Forsikringsaktieselskab$112M1
33Nuveen, LLC$104M1
34ANTIPODES PARTNERS Ltd$97.9M1
35MASSACHUSETTS FINANCIAL SERVICES CO /MA/$87.7M1
36PRINCIPAL FINANCIAL GROUP INC$80.0M1
37MIZUHO MARKETS AMERICAS LLC$77.0M1
38AQR CAPITAL MANAGEMENT LLC$75.1M1
39AMERIPRISE FINANCIAL INC$71.8M1
40AVIVA PLC$71.2M1
41TD ASSET MANAGEMENT INC$67.9M1
42FIRST TRUST ADVISORS LP$67.1M1
43BAHL & GAYNOR INC$66.4M1
44Swiss National Bank$65.3M1
45Yaupon Capital Management LP$58.0M1
46MANUFACTURERS LIFE INSURANCE COMPANY, THE$56.6M1
47EVENTIDE ASSET MANAGEMENT, LLC$53.3M1
48ADAGE CAPITAL PARTNERS GP, L.L.C.$52.7M1
49Epoch Investment Partners, Inc.$52.2M1
50Mitsubishi UFJ Asset Management Co., Ltd.$51.5M1
51Vanguard Global Advisers, LLC$48.7M1
52Sumitomo Mitsui Trust Group, Inc.$48.3M1
53SCHRODER INVESTMENT MANAGEMENT GROUP$47.7M1
54CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$47.7M1
55FIRST FINANCIAL BANKSHARES INC$46.7M1
56VOYA INVESTMENT MANAGEMENT LLC$46.3M1
57Artemis Investment Management LLP$45.7M1
58WELLS FARGO & COMPANY/MN$44.8M1
59NewEdge Advisors, LLC$43.4M1
60VANGUARD ASSET MANAGEMENT, Ltd$43.4M1
61Capital International, Inc./CA/$43.1M1
62Amundi$42.9M1
63NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$41.7M1
64HITE Hedge Asset Management LLC$40.9M1
65Retirement Systems of Alabama$40.4M1
66Assenagon Asset Management S.A.$40.3M1
67COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$39.5M1
68HSBC HOLDINGS PLC$37.7M1
69CITADEL ADVISORS LLC$37.6M1
70EXCHANGE TRADED CONCEPTS, LLC$36.3M1
71VICTORY CAPITAL MANAGEMENT INC$33.2M1
72Rockefeller Capital Management L.P.$32.1M1
73BANK OF NOVA SCOTIA$31.4M1
74CWM, LLC$30.0M1
75Badgley Phelps Wealth Managers, LLC$29.2M1
76CITIGROUP INC$27.8M1
77Squarepoint Ops LLC$27.4M1
78SEI INVESTMENTS CO$26.8M1
79ENVESTNET ASSET MANAGEMENT INC$25.9M1
80ALLIANCEBERNSTEIN L.P.$24.4M1
81Ensign Peak Advisors, Inc$23.5M1
82Magellan Asset Management Ltd$23.2M1
83RAYMOND JAMES FINANCIAL INC$23.1M1
84Beck Bode, LLC$21.9M1
85Aberdeen Group plc$21.6M1
86Ceredex Value Advisors LLC$21.6M1
87Vanguard Investments Australia, Ltd.$21.5M1
88Maryland State Retirement & Pension System$21.3M1
89Robeco Institutional Asset Management B.V.$20.2M1
90ZACKS INVESTMENT MANAGEMENT$20.0M1
91Korea Investment CORP$19.9M1
92Zurcher Kantonalbank (Zurich Cantonalbank)$19.9M1
93ROYAL LONDON ASSET MANAGEMENT LTD$18.3M1
94BNP Paribas Asset Management Holding S.A.$18.0M1
95Tidal Investments LLC$17.6M1
96Waratah Capital Advisors Ltd.$17.6M1
97Trexquant Investment LP$17.4M1
98STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$17.4M1
99TEMA ETFS LLC$17.2M1
100HENNESSY ADVISORS INC$16.7M1
101GUGGENHEIM CAPITAL LLC$16.3M1
102FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$16.0M1
103LPL Financial LLC$15.7M1
104Quantinno Capital Management LP$15.5M1
105Verition Fund Management LLC$15.5M1
106STATE OF WISCONSIN INVESTMENT BOARD$15.2M1
107CANADA PENSION PLAN INVESTMENT BOARD$15.0M1
108WORLDQUANT MILLENNIUM ADVISORS LLC$14.9M1
109NATIONAL BANK OF CANADA /FI/$14.3M1
110Tredje AP-fonden$14.1M1
111MACQUARIE GROUP LTD$14.1M1
112Asset Management One Co., Ltd.$14.1M1
113Boston Partners$13.7M1
114Man Group plc$12.9M1
115Cetera Investment Advisers$12.6M1
116PRUDENTIAL FINANCIAL INC$12.6M1
117Engineers Gate Manager LP$12.5M1
118Alyeska Investment Group, L.P.$12.4M1
119AE Wealth Management LLC$12.4M1
120PICTON MAHONEY ASSET MANAGEMENT$12.1M1
121Edgestream Partners, L.P.$11.9M1
122Goelzer Investment Management, Inc.$11.5M1
123Capital International Investors$11.2M1
124SummitTX Capital, L.P.$11.2M1
125Chevy Chase Trust Holdings, LLC$11.0M1
126IFM Investors Pty Ltd$10.4M1
127Resolution Capital Ltd$10.3M1
128AMERICAN CENTURY COMPANIES INC$10.3M1
129Aventail Capital Group, LP$10.2M1
130BRADLEY FOSTER & SARGENT INC/CT$10.2M1
131APG Asset Management N.V.$10.0M1
132Calamos Advisors LLC$9.9M1
133MetLife Investment Management, LLC$9.9M1
134Hudson Bay Capital Management LP$9.9M1
135Archon Partners LLC$9.8M1
136Universal- Beteiligungs- und Servicegesellschaft mbH$9.8M1
137Munro Partners$9.8M1
138Creative Planning$9.8M1
139Susquehanna Portfolio Strategies, LLC$9.7M1
140NEW YORK STATE COMMON RETIREMENT FUND$9.5M1
141CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$9.3M1
142BFSG, LLC$9.2M1
143Mitsubishi UFJ Trust & Banking Corp$9.0M1
144WASHINGTON TRUST BANK$8.2M1
145MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7.9M1
146CREDIT AGRICOLE S A$7.8M1
147NOMURA ASSET MANAGEMENT CO LTD$7.7M1
148TORONTO DOMINION BANK$7.6M1
149STIFEL FINANCIAL CORP$7.6M1
150D. E. Shaw & Co., Inc.$7.5M1
151MILLENNIUM MANAGEMENT LLC$7.4M1
152Ausbil Investment Management Ltd$7.4M1
153PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$7.4M1
154Resona Asset Management Co.,Ltd.$6.9M1
155CI INVESTMENTS INC.$6.7M1
156DnB Asset Management AS$6.6M1
157DJE Kapital AG$6.5M1
158Dai-ichi Life Insurance Company, Ltd$6.5M1
159Federation des caisses Desjardins du Quebec$6.4M1
160PUBLIC SECTOR PENSION INVESTMENT BOARD$6.4M1
161CIBC Bancorp USA Inc.$6.3M1
162SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.2M1
163FIRST MANHATTAN CO. LLC.$6.2M1
164Czech National Bank$6.1M1
165Arizona State Retirement System$6.1M1
166State of New Jersey Common Pension Fund D$6.0M1
167STATE OF MICHIGAN RETIREMENT SYSTEM$5.8M1
168FIFTH THIRD BANCORP$5.7M1
169CIBC Asset Management Inc$5.6M1
170NISA INVESTMENT ADVISORS, LLC$5.5M1
171AGF MANAGEMENT LTD$5.5M1
172Swiss Life Asset Management Ltd$5.5M1
173XTX Topco Ltd$5.4M1
174WEDGE CAPITAL MANAGEMENT L L P/NC$5.4M1
175Wealthfront Advisers LLC$5.3M1
176ProShare Advisors LLC$5.3M1
177JACOBS LEVY EQUITY MANAGEMENT, INC$5.1M1
178Hennion & Walsh Asset Management, Inc.$5.1M1
179KENNEDY CAPITAL MANAGEMENT LLC$5.1M1
180Kestra Advisory Services, LLC$5.0M1
181CIBC WORLD MARKET INC.$4.9M1
182Qube Research & Technologies Ltd$4.8M1
183Orion Porfolio Solutions, LLC$4.8M1
184Moran Wealth Management, LLC$4.6M1
185Y-Intercept (Hong Kong) Ltd$4.5M1
186Mirae Asset Global Investments Co., Ltd.$4.4M1
187Oak Thistle LLC$4.4M1
188Woodline Partners LP$4.4M1
189Union Bancaire Privee, UBP SA$4.4M1
190OSAIC HOLDINGS, INC.$4.3M1
191XPONANCE LLC$4.2M1
192De Lisle Partners LLP$4.2M1
193Daiwa Securities Group Inc.$4.2M1
194COMMONWEALTH EQUITY SERVICES, LLC$4.2M1
195HighTower Advisors, LLC$3.9M1
196Eurizon Capital SGR S.p.A.$3.8M1
197O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.7M1
198GREAT LAKES ADVISORS, LLC$3.7M1
199Waverly Advisors, LLC$3.6M1
200Advisors Asset Management, Inc.$3.6M1
201Utah Retirement Systems$3.6M1
202Royal Fund Management, LLC$3.6M1
203OPPENHEIMER & CO INC$3.5M1
204Polymer Capital Management (US) LLC$3.5M1
205Northwest & Ethical Investments L.P.$3.5M1
206NISSAY ASSET MANAGEMENT CORP /JAPAN$3.5M1
207Corient Private Wealth LLC$3.5M1
208YOUSIF CAPITAL MANAGEMENT, LLC$3.3M1
209Rakuten Investment Management, Inc.$3.3M1
210NEOS Investment Management LLC$3.2M1
211Sanctuary Advisors, LLC$3.1M1
212NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.1M1
213BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.1M1
214Energy Income Partners, LLC$3.0M1
215LINCOLN CAPITAL CORP$3.0M1
216HF Advisory Group, LLC$3.0M1
217Allspring Global Investments Holdings, LLC$3.0M1
218TWO SIGMA INVESTMENTS, LP$2.9M1
219Janus Henderson Group Ltd.$2.9M1
220MACKENZIE FINANCIAL CORP$2.8M1
221Vanguard Personalized Indexing Management, LLC$2.8M1
222Dynamic Technology Lab Private Ltd$2.8M1
223Sumitomo Mitsui DS Asset Management Company, Ltd$2.8M1
224TRUIST FINANCIAL CORP$2.8M1
225Quadrature Capital Ltd$2.7M1
226OP Asset Management Ltd$2.6M1
227Cerity Partners LLC$2.6M1
228UniSuper Management Pty Ltd$2.6M1
229NFSG Corp$2.6M1
230Sterling Capital Management LLC$2.6M1
231OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.6M1
232Fox Hill Wealth Management$2.5M1
233INTECH INVESTMENT MANAGEMENT LLC$2.5M1
234Sequoia Financial Advisors, LLC$2.5M1
235Voleon Capital Management LP$2.4M1
236BAILARD, INC.$2.4M1
237Marks Group Wealth Management, Inc$2.3M1
238Havemeyer Place LP$2.3M1
239DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$2.2M1
240Elo Mutual Pension Insurance Co$2.2M1
241FLORIDA FINANCIAL ADVISORS, LLC$2.2M1
242DC Investments Management, LLC$2.2M1
243Meeder Advisory Services, Inc.$2.2M1
244Brevan Howard Capital Management LP$2.1M1
245Metis Global Partners, LLC$2.1M1
246MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.1M1
247National Pension Service$2.1M1
248GLENMEDE TRUST CO NA$2.0M1
249B. Metzler seel. Sohn & Co. AG$2.0M1
250Tower Research Capital LLC (TRC)$2.0M1
251iSAM Funds (UK) Ltd$1.9M1
252MERCER GLOBAL ADVISORS INC /ADV$1.9M1
253ALPS ADVISORS INC$1.8M1
254&PARTNERS$1.8M1
255Pathstone Holdings, LLC$1.8M1
256Quantbot Technologies LP$1.8M1
257Rafferty Asset Management, LLC$1.8M1
258US BANCORP \DE\$1.8M1
259ASR Vermogensbeheer N.V.$1.8M1
260M&T BANK CORP$1.7M1
261Atria Investments, Inc$1.7M1
262Board of the Pension Protection Fund$1.6M1
263Investment Management Corp of Ontario$1.6M1
264OXFORD FINANCIAL GROUP, LTD. LLC$1.6M1
265Apollon Wealth Management, LLC$1.6M1
266JANE STREET GROUP, LLC$1.6M1
267WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.6M1
268Everhart Financial Group, Inc.$1.5M1
269Vestmark Advisory Solutions, Inc.$1.5M1
270Aviso Financial Inc.$1.5M1
271Norinchukin Bank, The$1.5M1
272JSF Financial, LLC$1.4M1
273HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.4M1
274ABN AMRO INVESTMENT SOLUTIONS$1.4M1
275VELA Investment Management, LLC$1.4M1
276MIZUHO SECURITIES USA LLC$1.3M1
277MIRABELLA FINANCIAL SERVICES LLP$1.3M1
278Summit Trail Advisors, LLC$1.3M1
279ONTARIO TEACHERS PENSION PLAN BOARD$1.3M1
280HARTFORD INVESTMENT MANAGEMENT CO$1.3M1
281Alamea Verwaltungs GmbH$1.3M1
282MGO ONE SEVEN LLC$1.3M1
283Inspire Investing, LLC$1.3M1
284Farringdon Capital, Ltd.$1.2M1
285Strengthening Families & Communities, LLC$1.2M1
286Empowered Funds, LLC$1.2M1
287NORDEA INVESTMENT MANAGEMENT AB$1.2M1
288BankPlus Trust Department$1.2M1
289Vident Advisory, LLC$1.2M1
290BLAIR WILLIAM & CO/IL$1.2M1
291ICON ADVISERS INC/CO$1.1M1
292Ascent Group, LLC$1.1M1
293EntryPoint Capital, LLC$1.1M1
294CONTRAVISORY INVESTMENT MANAGEMENT, INC.$1.1M1
295Schonfeld Strategic Advisors LLC$1.1M1
296CHICAGO TRUST Co NA$1.1M1
2971ST SOURCE BANK$1.1M1
298New Age Alpha Advisors, LLC$1.1M1
299NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.1M1
300FIRST CITIZENS BANK & TRUST CO$1.1M1
301Focus Partners Wealth$1.0M1
302TOKIO MARINE ASSET MANAGEMENT CO LTD$1.0M1
303AIGEN INVESTMENT MANAGEMENT, LP$1.0M1
304DANSKE BANK A/S$1.0M1
305FOX RUN MANAGEMENT, L.L.C.$997K1
306Crumly & Associates Inc.$983K1
307WINTON GROUP Ltd$945K1
308BOOTHBAY FUND MANAGEMENT, LLC$932K1
309Machina Capital S.A.S.$930K1
310MAI Capital Management$917K1
311MUFG Securities EMEA plc$913K1
312MML INVESTORS SERVICES, LLC$908K1
313TI-TRUST, INC$889K1
314KESTRA PRIVATE WEALTH SERVICES, LLC$874K1
315Crossmark Global Holdings, Inc.$849K1
316BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$828K1
317Saudi Central Bank$822K1
318STABLEFORD CAPITAL II LLC$819K1
319ELEVATION POINT WEALTH PARTNERS, LLC$808K1
320UNITED CAPITAL FINANCIAL ADVISORS, LLC$807K1
321Caprock Group, LLC$803K1
322Compound Planning, Inc.$783K1
323MQS Management LLC$779K1
324Illinois Municipal Retirement Fund$778K1
325Centiva Capital, LP$768K1
326JOHNSON INVESTMENT COUNSEL INC$764K1
327PROFUND ADVISORS LLC$762K1
328ING GROEP NV$738K1
329TWO SIGMA SECURITIES, LLC$735K1
330Arcus Capital Partners, LLC$734K1
331MOODY NATIONAL BANK TRUST DIVISION$727K1
332Bleakley Financial Group, LLC$726K1
333HB Wealth Management, LLC$722K1
334SBI Okasan Asset Management Co.Ltd.$721K1
335NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$714K1
336Savant Capital, LLC$714K1
337Prosperity Consulting Group, LLC$706K1
338R Squared Ltd$695K1
339LOM Asset Management Ltd$688K1
340EP Wealth Advisors, LLC$687K1
341Kingdom Financial Group LLC.$681K1
342Nippon Life Global Investors Americas, Inc.$676K1
343KEYBANK NATIONAL ASSOCIATION/OH$670K1
344GATEWAY INVESTMENT ADVISERS LLC$665K1
345Empirical Finance, LLC$660K1
346QRG CAPITAL MANAGEMENT, INC.$655K1
347Kimelman & Baird, LLC$651K1
348Alan B Lancz & Associates, Inc.$647K1
349North Dakota State Investment Board$643K1
350TICINO WEALTH$638K1
351Archer Investment Corp$632K1
352Laird Norton Wetherby Trust Company, LLC$630K1
353ASSETMARK, INC$627K1
354ELCO Management Co., LLC$621K1
355MUFG SECURITIES AMERICAS INC.$618K1
356D.A. DAVIDSON & CO.$613K1
357SIMPLEX TRADING, LLC$608K1
358Callan Family Office, LLC$607K1
359SECURIAN ASSET MANAGEMENT, INC$605K1
360Ethic Inc.$603K1
361Sigma Planning Corp$599K1
362FRONTIER CAPITAL MANAGEMENT CO LLC$598K1
363MARTINGALE ASSET MANAGEMENT L P$593K1
364BALYASNY ASSET MANAGEMENT L.P.$587K1
365Holistic Financial Partners$586K1
366Merit Financial Group, LLC$578K1
367Concentric Capital Strategies, LP$573K1
368Chicago Partners Investment Group LLC$572K1
369Bridgefront Capital, LLC$562K1
370SILVER OAK SECURITIES, INCORPORATED$559K1
371Vanguard National Trust Co$558K1
372EVOLVE PRIVATE WEALTH, LLC$540K1
373Prudent Man Advisors, LLC$537K1
374Allworth Financial LP$536K1
375COMMERCE BANK$524K1
376World Investment Advisors$522K1
377Vontobel Holding Ltd.$512K1
378VIRTUS ADVISERS, LLC$508K1
379LEVEL FOUR ADVISORY SERVICES, LLC$499K1
380Vise Technologies, Inc.$498K1
381WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$496K1
382PRUDENTIAL PLC$489K1
383Quantum Portfolio Management LLC$488K1
384LAZARD ASSET MANAGEMENT LLC$483K1
385Horizon Investment Services, LLC$482K1
386NOMURA HOLDINGS INC$481K1
387Quarry LP$476K1
388Baird Financial Group, Inc.$475K1
389Ameritas Advisory Services, LLC$472K1
390ATALANTA SOSNOFF CAPITAL, LLC$471K1
391Cherokee Insurance Co$467K1
392HBK Sorce Advisory LLC$464K1
393Envestnet Portfolio Solutions, Inc.$460K1
394OneDigital Investment Advisors LLC$459K1
395Pathway Financial Advisers, LLC$459K1
396TD Waterhouse Canada Inc.$452K1
397DAVENPORT & Co LLC$451K1
398GTS SECURITIES LLC$449K1
399UMB Bank, n.a.$448K1
400Lido Advisors, LLC$442K1
401Private Advisor Group, LLC$434K1
402Moors & Cabot, Inc.$426K1
403CHOREO, LLC$424K1
404RENAISSANCE TECHNOLOGIES LLC$420K1
405Summit Financial, LLC$416K1
406Brooklyn Investment Group$415K1
407PRELUDE CAPITAL MANAGEMENT, LLC$405K1
408Trivium Point Advisory, LLC$403K1
409WBI INVESTMENTS, LLC$401K1
410J.W. COLE ADVISORS, INC.$400K1
411Ballentine Partners, LLC$399K1
412Annex Advisory Services, LLC$394K1
413Kingsview Wealth Management, LLC$387K1
4143Chopt Investment Partners, LLC$386K1
415IHT Wealth Management, LLC$383K1
416Excelsior Advisor Network LLC$383K1
417Capital Investment Advisors, LLC$380K1
418Hutchens & Kramer Investment Management Group, LLC$376K1
419Modern Wealth Management, LLC$372K1
420Aaron Wealth Advisors LLC$370K1
421McKinley Carter Wealth Services, Inc.$369K1
422OneAscent Investment Solutions LLC$369K1
423SAPIENT CAPITAL LLC$369K1
424Mesirow Financial Investment Management, Inc.$368K1
425Csenge Advisory Group$367K1
426COLDSTREAM CAPITAL MANAGEMENT INC$367K1
427OMERS ADMINISTRATION Corp$360K1
428Shepherd Financial Partners LLC$360K1
429Steward Partners Investment Advisory, LLC$360K1
430NewEdge Wealth, LLC$353K1
431REGIONS FINANCIAL CORP$352K1
432SIGNATUREFD, LLC$347K1
433Brand Asset Management Group, Inc.$343K1
434Livforsakringsbolaget Skandia, Omsesidigt$341K1
435Beverly Hills Private Wealth, LLC$334K1
436Sagewood Asset Management LP$332K1
437Fieldview Capital Management, LLC$330K1
438TEACHER RETIREMENT SYSTEM OF TEXAS$329K1
439PATTON FUND MANAGEMENT, INC.$328K1
440PINNACLE ASSOCIATES LTD$328K1
441nVerses Capital, LLC$326K1
442Gladstone Institutional Advisory LLC$321K1
443Jacobi Capital Management LLC$320K1
444Siemens Fonds Invest GmbH$319K1
445TWINBEECH CAPITAL LP$318K1
446RITHOLTZ WEALTH MANAGEMENT$316K1
447J. Safra Sarasin Holding AG$313K1
448Redmond Asset Management, LLC$311K1
449Values First Advisors, Inc.$305K1
450FLAGSHIP HARBOR ADVISORS, LLC$305K1
451Altshuler Shaham Ltd$303K1
452Skyline Advisors, Inc.$297K1
453Cresset Asset Management, LLC$294K1
454Beacon Pointe Advisors, LLC$292K1
455Cornerstone Wealth Group, LLC$290K1
456PDS Planning, Inc$285K1
457Advyzon Investment Management, LLC$284K1
458Avalon Trust Co$280K1
459Sowell Financial Services LLC$279K1
460WETZEL INVESTMENT ADVISORS, INC.$272K1
461Arax Advisory Partners$269K1
462Walleye Trading LLC$266K1
463MATHER GROUP, LLC.$266K1
464Elevated Capital Advisors, LLC$264K1
465MONARCH CAPITAL MANAGEMENT INC$263K1
466Bedel Financial Consulting, Inc.$258K1
467BankPlus Wealth Management LLC$256K1
468Knollwood Investment Advisory, LLC$253K1
469Keystone Financial Services$252K1
470Cooper Financial Group$251K1
471Barnes Wealth Management Group, Inc$250K1
472Jain Global LLC$250K1
473Sandro Wealth Management LLC$248K1
474PARK NATIONAL CORP /OH/$248K1
475Essex Financial Services, Inc.$248K1
476OneAscent Financial Services LLC$247K1
477Sky Investment Group LLC$244K1
478Morningstar Investment Management LLC$244K1
479Harvest Investment Services, LLC$242K1
480NATIXIS$242K1
481SAGESPRING WEALTH PARTNERS, LLC$240K1
482Dakota Wealth Management$238K1
483Pathway Financial Advisors LLC$237K1
484AlphaCore Capital LLC$235K1
485Ameritas Investment Partners, Inc.$230K1
486Total Clarity Wealth Management, Inc.$229K1
487EVERPAR ADVISORS LLC$229K1
488Wedmont Private Capital$228K1
489Checchi Capital Advisers, LLC$226K1
490Stratos Wealth Partners, LTD.$225K1
491Teza Capital Management LLC$224K1
492Probity Advisors, Inc.$220K1
493COHEN & STEERS, INC.$219K1
494FEDERATED HERMES, INC.$218K1
495Pinnacle Financial Partners, Inc.$216K1
496PRINCIPAL SECURITIES, INC.$215K1
4971834 INVESTMENT ADVISORS CO$215K1
498Syntegra Private Wealth Group, LLC$215K1
499Tower View Wealth Management LLC$212K1
500Breakwater Capital Group$211K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on NI

RETAINED WINDOW · ACTIVE HITS

Zero hits on NI in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for NI · financials and macro

Financials — as filed PLANNED

NI's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: NI on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing