HubSpotHUBS

13F holders, Q1 2024 (March 31)
730holders
10famous investors
$625.18avg. 13F price*

At the end of Q1 2024, 730 institutions reported holding HubSpot Inc. (HUBS) in their 13F filings. The largest holders were Vanguard Group Inc. ($3.0B), BlackRock Inc. ($2.3B) and FMR LLC ($2.1B). 10 famous investors held it, including Alex Sacerdote (3.3% of Whale Rock Capital Management's portfolio), Steve Cohen (0.4% of Point72 Asset Management's portfolio) and Ken Griffin (0.2% of Citadel Advisors's portfolio).

Company
HubSpot Inc.
CUSIP
443573100
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 730Q1 2024Q2 2024: 800Q2 2024Q3 2024: 726Q3 2024Q4 2024: 798Q4 2024Q1 2025: 806Q1 2025Q2 2025: 788Q2 2025Q3 2025: 772Q3 2025Q4 2025: 748Q4 2025Q1 2026: 680Q1 2026Q2 2026: 599Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions91$279.8M
Exits58$84.0M

Ownership 730 holders

Vanguard Group Inc. 0.06% Add +0.8% 4,829,488 $3.0B
BlackRock Inc. 0.05% Reduce -2.6% 3,708,613 $2.3B
FMR LLC 0.14% Add +4.4% 3,347,959 $2.1B
JPMorgan Chase & Co. 0.15% Add +5.8% 2,665,558 $1.7B
T. Rowe Price Associates Inc. 0.15% Add +10.0% 1,933,629 $1.2B
Wellington Management Group LLP 0.19% Reduce -7.7% 1,729,464 $1.1B
Jennison Associates LLC 0.66% Add +62.1% 1,577,511 $988.4M
Franklin Resources Inc. 0.27% Add +22.8% 1,361,296 $852.9M
Clearbridge Investments, LLC 0.63% Reduce -2.5% 1,266,862 $793.8M
Durable Capital Partners LP 5.30% Reduce -3.0% 1,091,362 $683.8M
State Street Corp. 0.03% Add +1.5% 1,034,574 $648.2M
Invesco Ltd. 0.12% Add +3.3% 877,163 $549.6M
Geode Capital Management, LLC 0.04% Add +4.2% 760,492 $475.9M
Goldman Sachs Group Inc. 0.10% Add +11.6% 724,845 $454.2M
Bank of New York Mellon Corp 0.08% Reduce -9.9% 693,801 $434.7M
Abdiel Capital Advisors, LP 24.34% Reduce -25.3% 621,319 $389.3M
Artisan Partners Limited Partnership 0.55% Reduce -8.8% 602,403 $377.4M
Norges Bank 0.06% Add +6.1% 568,590 $356.3M
Voya Investment Management LLC 0.37% Reduce -0.6% 521,357 $326.7M
Scge Management, L.P. 5.74% No change 484,000 $303.3M
Massachusetts Financial Services Co. 0.09% Add +6.5% 480,811 $301.3M
Capital Research Global Investors 0.06% Add +0.9% 452,210 $283.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% Add +4.8% 433,953 $271.9M
Agf Management Ltd. 1.42% Add +18.5% 407,061 $255.0M
Citadel Advisors 0.24% Add +27.5% 390,578 $244.7M
Morgan Stanley 0.02% Add +26.0% 385,214 $241.4M
American Century Companies Inc. 0.15% Add +4.4% 379,764 $237.9M
Whale Rock Capital Management 3.32% Reduce -15.1% 356,270 $223.2M
Bank of America Corp. 0.02% Add +2.6% 317,441 $198.9M
Amundi 0.09% Reduce -23.8% 304,534 $197.8M
Northern Trust Corp. 0.03% Reduce -1.5% 308,459 $193.3M
Legal & General Group Plc 0.05% Add +1.6% 294,830 $184.7M
Ameriprise Financial Inc. 0.05% Reduce -5.8% 262,315 $164.4M
Macquarie Group Ltd. 0.18% Reduce -3.5% 251,586 $157.6M
Gilder Gagnon Howe & Co. LLC 1.85% Reduce -0.8% 236,714 $148.3M
Nuveen Asset Management, LLC 0.04% Reduce -21.8% 236,055 $147.9M
Holocene Advisors, LP 0.53% Reduce -14.9% 229,424 $143.7M
Point72 Asset Management 0.39% Add +7.2% 212,223 $133.0M
Cadian Capital Management, LP 4.66% Reduce -39.2% 209,207 $131.1M
Alliancebernstein L.P. 0.05% Add +9.8% 204,585 $128.2M
Westfield Capital Management Co. LP 0.64% Add +1.3% 194,437 $121.8M
Lord, Abbett & Co. LLC 0.38% Add +12.4% 188,959 $118.4M
Charles Schwab Investment Management Inc. 0.03% Add +3.3% 180,374 $113.0M
Wells Fargo & Company 0.03% Add +12.1% 179,401 $112.4M
Fiera Capital Corp 0.30% Add +1.9% 164,500 $103.1M
First Trust Advisors LP 0.10% Reduce -8.8% 153,405 $96.1M
Renaissance Technologies 0.15% Add +2.6% 152,300 $95.4M
Ensign Peak Advisors, Inc 0.17% Add +48.6% 148,403 $93.0M
Swiss National Bank 0.06% Reduce -3.6% 143,200 $89.7M
Eventide Asset Management, LLC 1.39% Add +0.3% 141,591 $88.7M
TimesSquare Capital Management, LLC 1.29% Reduce -6.2% 141,115 $88.4M
Deutsche Bank AG 0.04% Reduce -8.9% 137,303 $86.0M
Eagle Asset Management Inc. 0.42% Reduce -2.0% 128,885 $82.1M
Marshall Wace, LLP 0.13% New 128,002 $80.2M
Sumitomo Mitsui Trust Group, Inc. 0.05% Add +0.6% 126,557 $79.3M
Alyeska Investment Group, L.P. 0.49% Add +593.1% 125,874 $78.9M
Frontier Capital Management Co. LLC 0.73% Reduce -0.1% 124,346 $77.9M
Pictet Asset Management Holding SA 0.08% Add +57.7% 122,086 $76.5M
Federated Hermes, Inc. 0.17% Add +103.7% 120,398 $75.4M
CIBC Private Wealth Group LLC 0.14% Add +11.1% 115,791 $73.7M
Royal Bank of Canada 0.02% Add +25.8% 114,737 $71.9M
Allspring Global Investments Holdings, LLC 0.11% Add +18.8% 111,175 $69.7M
Two Sigma Advisers, LP 0.16% Reduce -34.9% 110,300 $69.1M
Assenagon Asset Management S.A. 0.18% Add +86.5% 108,915 $68.2M
Arrowstreet Capital, Limited Partnership 0.06% Reduce -18.4% 104,565 $65.5M
Robeco Institutional Asset Management B.V. 0.14% Reduce -14.5% 102,849 $64.4M
Polar Capital Holdings Plc 0.33% Reduce -53.2% 99,727 $62.5M
Neuberger Berman Group LLC 0.05% Reduce -44.4% 97,025 $60.8M
Spyglass Capital Management LLC 4.01% Reduce -3.9% 95,969 $60.1M
Millennium Management 0.05% Add +98.9% 94,898 $59.5M
New York State Common Retirement Fund 0.08% Add +6.0% 93,972 $58.9M
Primecap Management Co. 0.04% No change 92,350 $57.9M
Kodai Capital Management LP 1.31% Add +118.7% 89,327 $56.0M
Sei Investments Co. 0.08% Reduce -4.7% 85,480 $53.6M
California Public Employees Retirement System 0.04% Add +0.1% 83,234 $52.2M
Barclays PLC 0.02% Add +3.8% 81,489 $51.1M
Envestnet Asset Management Inc. 0.02% Add +7.0% 76,634 $48.0M
Woodline Partners LP 0.44% Reduce -42.5% 75,698 $47.4M
Achmea Investment Management B.V. 0.89% Add +8.2% 74,484 $46.7M
Voloridge Investment Management, LLC 0.17% Reduce -20.5% 72,576 $45.5M
Credit Suisse AG/ 0.04% Reduce -10.7% 71,964 $45.1M
California State Teachers Retirement System 0.06% Add +0.6% 71,918 $45.1M
Dimensional Fund Advisors LP 0.01% Reduce -0.4% 71,154 $44.6M
AQR Capital Management 0.08% Reduce -22.1% 70,556 $44.1M
National Pension Service 0.05% Reduce -0.3% 67,067 $42.0M
Rhumbline Advisers 0.04% Add +4.8% 64,850 $40.6M
LMR Partners LLP 1.43% New 63,563 $39.8M
UBS Group AG 0.01% Add +17.8% 62,932 $39.4M
Fisher Asset Management 0.02% Reduce -8.4% 60,389 $37.8M
Asset Management One Co., Ltd. 0.15% Reduce -5.8% 60,176 $37.7M
Raymond James & Associates 0.02% Reduce -14.6% 55,216 $34.6M
Man Group plc 0.09% Reduce -26.5% 54,018 $33.8M
AXA S.A. 0.10% Add +22.3% 53,184 $33.3M
Nishkama Capital, LLC 3.79% New 53,075 $33.3M
Balyasny Asset Management L.P. 0.09% Add +18.0% 51,869 $32.5M
Aviva PLC 0.10% Add +24.2% 49,074 $30.7M
NDVR, Inc. 27.19% Reduce -3.6% 45,466 $28.5M
Public Employees Retirement Association of Colorado 0.11% Reduce -0.7% 42,305 $26.5M
Vista Equity Partners Management, LLC 0.70% Reduce -18.8% 41,698 $26.1M
State Board of Administration of Florida Retirement System 0.06% Add +4.8% 59,584 $25.5M
CANADA LIFE ASSURANCE Co 0.05% Reduce -2.6% 40,537 $25.4M
TD Asset Management Inc 0.02% Reduce -5.3% 40,027 $25.1M
Capital Fund Management S.A. 0.30% Add +36.9% 39,627 $24.8M
Wasatch Advisors LP 0.13% Reduce -33.4% 39,479 $24.7M
Susquehanna International Group, LLP 0.04% Add +491.6% 39,032 $24.5M
Storebrand Asset Management As 0.08% Reduce -8.6% 37,456 $23.5M
BNP Paribas Financial Markets 0.03% Add +82.2% 37,245 $23.3M
Russell Investments Group, Ltd. 0.04% Add +5.8% 36,866 $23.1M
Thrivent Financial for Lutherans 0.05% Add +0.3% 36,031 $22.6M
Baron Capital (BAMCO) 0.06% Reduce -7.8% 35,763 $22.4M
Zevenbergen Capital Investments LLC 0.47% Add +32.5% 35,040 $22.0M
Victory Capital Management Inc. 0.02% Add +1.5% 34,592 $21.7M
APG Asset Management N.V. 0.04% Add +7.0% 37,338 $21.7M
Korea Investment CORP 0.05% Reduce -1.8% 34,534 $21.6M
Walleye Trading LLC 0.35% New 34,285 $21.5M
Principal Financial Group Inc. 0.01% Add +223.1% 34,143 $21.4M
Norris Perne & French LLP 1.53% Reduce -3.5% 33,848 $21.2M
Stifel Financial Corp. 0.02% Add +1.5% 33,736 $21.1M
TenCore Partners, LP 6.53% Reduce -36.7% 33,624 $21.1M
Alta Park Capital, LP 2.22% Reduce -26.4% 32,640 $20.5M
Geneva Capital Management LLC 0.36% Reduce -2.0% 32,303 $20.2M
Melqart Asset Management (UK) Ltd 1.49% Add +15.6% 32,007 $20.1M
LPL Financial LLC 0.01% Add +10.3% 31,867 $20.0M
T. Rowe Price Investment Management, Inc. 0.01% Reduce -3.2% 31,420 $19.7M
Cooper Creek Partners Management LLC 0.81% No change 31,305 $19.6M
Aberdeen Group plc 0.04% Add +4.1% 30,900 $19.4M
Qube Research & Technologies Ltd 0.03% Reduce -67.7% 27,157 $17.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +23.3% 26,951 $16.9M
State of New Jersey Common Pension Fund D 0.05% No change 26,885 $16.8M
Fred Alger Management, LLC 0.08% Reduce -5.0% 26,498 $16.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Reduce -20.2% 26,436 $16.6M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -7.7% 25,996 $16.3M
State of Wisconsin Investment Board 0.04% Add +3.9% 25,484 $16.0M
Danske Bank A/S 0.05% — 25,339 $15.9M
Swedbank AB 0.02% Reduce -15.9% 25,288 $15.8M
HSBC Holdings PLC 0.01% Add +12.4% 25,179 $15.8M
Truist Financial Corp. 0.02% Add +4.4% 24,996 $15.7M
Squarepoint Ops LLC 0.06% Reduce -86.1% 24,746 $15.5M
Janus Henderson Group PLC 0.01% Add +2.9% 24,521 $15.4M
Raymond James Financial Services Advisors, Inc. 0.02% Add +3.8% 22,695 $14.2M
Treasurer of the State of North Carolina 0.06% Add +2.2% 20,713 $13.0M
SQN Investors LP 8.23% Reduce -20.7% 20,335 $12.7M
Nomura Asset Management Co. Ltd. 0.05% Add +4.7% 20,152 $12.6M
Illinois Municipal Retirement Fund 0.19% Reduce -9.8% 20,144 $12.6M
STRS Ohio 0.05% Add +0.2% 20,036 $12.6M
Liontrust Investment Partners LLP 0.17% Add +53.9% 20,000 $12.5M
Polar Asset Management Partners Inc. 0.44% New 19,600 $12.3M
Granahan Investment Management, LLC 0.43% Reduce -70.2% 19,329 $12.1M
Mn Services Vermogensbeheer B.V. 0.09% Reduce -13.1% 19,300 $12.1M
Zweig-DiMenna Associates LLC 1.07% Add +70.8% 19,300 $12.1M
Citigroup Inc. 0.01% Reduce -28.1% 18,942 $11.9M
Pinebridge Investments, L.P. 0.09% Add +25.3% 18,920 $11.9M
Royal London Asset Management Ltd. 0.03% Add +1.4% 18,293 $11.5M
Public Employees Retirement System of Ohio 0.04% Reduce -7.2% 17,748 $11.1M
Resona Asset Management Co.,Ltd. 0.06% — 17,079 $10.7M
KBC Group NV 0.03% Reduce -9.5% 16,856 $10.6M
Schroder Investment Management Group 0.01% Add +36.7% 16,457 $10.3M
Bank of Montreal 0.00% Add +25.4% 15,881 $10.0M
Carlson Capital, L.P. 0.81% New 15,898 $10.0M
Comerica Bank 0.04% Add +4.0% 15,806 $9.9M
Thematics Asset Management 0.41% Add +7.0% 15,792 $9.9M
Commonwealth Equity Services, LLC 0.02% Reduce -4.4% 15,333 $9.6M
Daiichi Life Insurance Co., Ltd. 0.22% Reduce -45.0% 15,295 $9.6M
APG Asset Management US Inc. 0.05% Add +52.5% 14,423 $9.2M
DekaBank Deutsche Girozentrale 0.02% Add +32.7% 14,409 $9.0M
Canada Pension Plan Investment Board 0.01% Reduce -31.7% 14,272 $8.9M
M&G PLC 0.06% — 13,609 $8.5M
Brown Advisory Inc. 0.01% Add +98.3% 13,317 $8.3M
Arizona State Retirement System 0.06% Add +0.7% 13,151 $8.2M
Twin Tree Management, LP 0.18% Reduce -61.0% 12,614 $7.9M
D. E. Shaw & Co. 0.01% Reduce -65.5% 12,603 $7.9M
OVERSEA-CHINESE BANKING Corp Ltd 0.25% Add +4.1% 12,386 $7.8M
Focus Partners Wealth 0.06% New 12,219 $7.7M
Handelsbanken Fonder AB 0.03% Add +10.8% 12,205 $7.6M
Skandinaviska Enskilda Banken AB (publ) 0.04% Reduce -5.2% 11,871 $7.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% Add +6.4% 11,713 $7.3M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +34.0% 14,775 $7.2M
Jane Street Group, LLC 0.01% Reduce -54.1% 11,487 $7.2M
Makena Capital Management LLC 1.64% New 11,226 $7.0M
DNB Asset Management AS 0.04% New 11,148 $7.0M
Forsta Ap-Fonden 0.06% Add +15.1% 10,700 $6.7M
Two Sigma Investments, LP 0.02% Reduce -53.7% 10,700 $6.7M
Sit Investment Associates Inc. 0.15% No change 10,620 $6.7M
FORA Capital, LLC 0.54% Reduce -14.3% 10,512 $6.6M
Bailard, Inc. 0.18% Add +19.0% 10,336 $6.5M
Brown Capital Management LLC 0.11% Reduce -0.8% 10,194 $6.4M
Diker Management LLC 5.10% Add +25.0% 10,000 $6.3M
Alight Capital Management LP 1.99% No change 10,000 $6.3M
Silvant Capital Management LLC 0.30% Add +1.3% 9,996 $6.3M
IFM Investors Pty Ltd 0.07% New 9,993 $6.3M
Advantage Alpha Capital Partners LP 1.17% Reduce -48.5% 9,914 $6.2M
State of Alaska, Department of Revenue 0.07% Reduce -19.0% 9,780 $6.1M
Burney Co./ 0.23% Add +5.3% 9,766 $6.1M
Evolutionary Tree Capital Management, LLC 6.01% Reduce -20.1% 9,527 $6.0M
USS Investment Management Ltd 0.05% Add +3.7% 9,429 $5.9M
Janney Montgomery Scott LLC 0.02% Add +7.7% 9,381 $5.9M
Engineers Gate Manager LP 0.15% Add +15.1% 9,226 $5.8M
SG Americas Securities, LLC 0.03% Add +497.6% 9,161 $5.7M
Prudential PLC 0.05% Reduce -2.8% 8,898 $5.6M
Los Angeles Capital Management LLC 0.02% Reduce -60.9% 8,817 $5.5M
Assetmark, Inc. 0.02% Add +13.3% 8,698 $5.4M
LGT Group Foundation 0.13% Reduce -55.2% 8,641 $5.4M
AMF Tjanstepension AB 0.04% Reduce -24.0% 8,541 $5.4M
GTS Securities LLC 0.14% Reduce -0.4% 8,539 $5.4M
Xponance LLC 0.06% Add +33.7% 8,424 $5.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.06% Reduce -1.9% 8,167 $5.1M
Harbour Capital Advisors, LLC 1.26% Add +0.1% 8,354 $5.1M
Utah Retirement Systems 0.06% Add +1.8% 8,010 $5.0M
Pearl River Capital, LLC 0.79% Add +27.7% 7,974 $5.0M
Chartwell Investment Partners, LLC 0.17% Reduce -2.4% 7,883 $4.9M
Tredje AP-fonden 0.05% Add +3.3% 7,856 $4.9M
Wealthfront Advisers LLC 0.02% Add +10.0% 7,761 $4.9M
Aragon Global Management, LP 2.14% New 7,590 $4.8M
Andra AP-fonden 0.08% New 7,500 $4.7M
Trexquant Investment LP 0.09% New 7,116 $4.5M
High Net Worth Advisory Group LLC 1.33% No change 6,730 $4.2M
MML Investors Services, LLC 0.02% Add +12.9% 6,475 $4.1M
Slow Capital, Inc. 0.64% Add +1.4% 6,386 $4.0M
Baker Avenue Asset Management, LP 0.15% Reduce -1.3% 6,304 $3.9M
Quantinno Capital Management LP 0.09% Add +2.9% 6,296 $3.9M
Cubist Systematic Strategies, LLC 0.04% New 6,220 $3.9M
Empire Life Investments Inc. 0.24% Reduce -1.4% 6,204 $3.9M
Retireful, LLC 1.58% Add +159.4% 6,058 $3.8M
Creative Planning 0.00% Add +5.8% 6,038 $3.8M
HighTower Advisors, LLC 0.01% Add +68.3% 6,001 $3.8M
Cresset Asset Management, LLC 0.02% Add +11.9% 6,003 $3.8M
Nissay Asset Management Corp. /Japan 0.03% Add +2.3% 5,795 $3.6M
Curi Capital, LLC 0.08% Add +18.5% 5,763 $3.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +4.3% 5,708 $3.6M
B. Metzler seel. Sohn & Co. AG 0.04% Add +4.9% 5,694 $3.6M
Exchange Traded Concepts, LLC 0.09% Add +34.6% 5,533 $3.5M
Advisory Services Network, LLC 0.08% Add +12.9% 5,513 $3.5M
Allianz Asset Management GmbH 0.01% Add +10.7% 5,425 $3.4M
PEAK6 Investments LLC 0.16% Add +47.5% 5,397 $3.4M
Oppenheimer Asset Management Inc. 0.05% Add +21.5% 5,356 $3.4M
Cambridge Investment Research Advisors, Inc. 0.01% Add +15.5% 5,348 $3.4M
Partners Capital Investment Group, LLP 0.10% Reduce -50.8% 5,249 $3.3M
Mariner, LLC 0.01% Add +6.9% 5,227 $3.3M
Alcosta Capital Management, Inc. 2.18% Reduce -0.3% 5,186 $3.2M
Grandeur Peak Global Advisors, LLC 0.25% Reduce -42.3% 5,081 $3.2M
Ilmarinen Mutual Pension Insurance Co 0.04% Reduce -50.0% 5,000 $3.1M
AE Wealth Management LLC 0.03% Reduce -74.2% 4,854 $3.0M
Orion Porfolio Solutions, LLC 0.03% Add +6.6% 4,827 $3.0M
Orion Portfolio Solutions, LLC 0.03% Add +6.6% 4,827 $3.0M
Vanguard Personalized Indexing Management, LLC 0.06% Add +6.7% 4,793 $3.0M
Penserra Capital Management LLC 0.04% Add +650.6% 4,729 $3.0M
Impax Asset Management Group plc 0.01% Reduce -16.6% 4,691 $2.9M
Edgestream Partners, L.P. 0.15% New 4,666 $2.9M
Toronto Dominion Bank 0.00% Reduce -26.0% 4,622 $2.9M
Intellectus Partners, LLC 0.74% Add +13.2% 4,475 $2.8M
Guggenheim Capital LLC 0.02% Add +15.9% 4,433 $2.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -27.8% 4,404 $2.8M
Cerity Partners LLC 0.01% Add +68.2% 4,369 $2.7M
Keystone Investors Pte Ltd. 0.24% New 4,342 $2.7M
Stonegate Investment Group, LLC 0.09% Reduce -1.4% 4,333 $2.7M
Pathstone Holdings, LLC 0.01% Add +16.3% 4,226 $2.6M
Quantum Private Wealth, LLC 0.98% No change 4,220 $2.6M
Eisler Capital (UK) Ltd. 0.32% Add +153.0% 4,146 $2.6M
Manufacturers Life Insurance Company, The 0.00% Reduce -14.5% 4,115 $2.6M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 1.77% Add +9.3% 4,100 $2.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +15.9% 4,000 $2.5M
Cetera Investment Advisers 0.01% Add +106.2% 3,994 $2.5M
Daiwa Securities Group Inc. 0.01% Add +4.8% 3,956 $2.5M
Parkwood LLC 0.26% New 3,903 $2.4M
Gulf International Bank (UK) Ltd 0.06% No change 3,897 $2.4M
Addison Capital Co 1.21% Add +1.5% 3,881 $2.4M
Nordea Investment Management AB 0.00% Add +24.9% 3,859 $2.4M
Left Brain Wealth Management, LLC 1.16% Add +29.5% 3,825 $2.4M
Two Sigma Securities, LLC 0.12% Add +266.9% 3,805 $2.4M
Brighton Jones LLC 0.09% Add +0.1% 3,804 $2.4M
Maryland State Retirement & Pension System 0.05% Add +4.3% 3,637 $2.3M
Ethic Inc. 0.06% Add +19.4% 3,734 $2.3M
Abn Amro Investment Solutions 0.04% New 3,666 $2.3M
Vontobel Holding Ltd. 0.02% Reduce -35.4% 3,654 $2.3M
Chicago Partners Investment Group LLC 0.10% Add +9.1% 3,512 $2.3M
Aigen Investment Management, LP 0.49% New 3,625 $2.3M
Cloverfields Capital Group, LP 0.76% Add +6.3% 3,620 $2.3M
Degroof Petercam Asset Management 0.03% No change 3,600 $2.3M
Atria Investments, Inc 0.03% Reduce -0.7% 3,584 $2.2M
Prudential Financial Inc. 0.00% Add +72.5% 3,339 $2.1M
NewEdge Advisors, LLC 0.02% Add +24.2% 3,272 $2.1M
Azzad Asset Management Inc. 0.24% Add +0.1% 3,238 $2.0M
Amalgamated Bank 0.02% Reduce -46.3% 3,189 $2.0M
PNC Financial Services Group, Inc. 0.00% Reduce -12.8% 3,181 $2.0M
Altman Advisors, Inc. 0.97% Add +0.9% 3,119 $2.0M
Ellevest, Inc. 0.12% Add +10.8% 3,154 $2.0M
Nisa Investment Advisors, LLC 0.01% No change 3,115 $2.0M
Beck Bode, LLC 0.39% Reduce -10.5% 3,058 $1.9M
Legato Capital Management LLC 0.23% No change 3,057 $1.9M
Candriam S.C.A. 0.01% Add +30.4% 3,050 $1.9M
Natixis 0.01% Reduce -22.5% 3,001 $1.9M
Broderick Brian C 0.40% Add +50.0% 3,000 $1.9M
Walleye Capital LLC 0.02% New 2,997 $1.9M
La Financiere DE L'echiquier 0.08% Reduce -75.4% 2,970 $1.9M
PGGM Investments 0.03% No change 2,955 $1.9M
Vinva Investment Management Ltd 0.10% Reduce -28.8% 2,949 $1.8M
DAVENPORT & Co LLC 0.01% Reduce -7.5% 2,944 $1.8M
Magnetar Financial LLC 0.05% New 2,938 $1.8M
Knights of Columbus Asset Advisors LLC 0.13% Reduce -0.4% 2,868 $1.8M
Intech Investment Management LLC 0.02% Reduce -43.7% 2,824 $1.8M
MetLife Investment Management, LLC 0.01% Add +1.8% 2,820 $1.8M
Sycomore Asset Management 0.36% Add +200.4% 2,728 $1.6M
Alps Advisors Inc. 0.01% Reduce -19.6% 2,596 $1.6M
Knollwood Investment Advisory, LLC 0.29% No change 2,580 $1.6M
Seven Eight Capital, LP 0.17% New 2,532 $1.6M
AXS Investments LLC 0.38% New 2,505 $1.6M
Baader Bank Aktiengesellschaft 0.13% Add +25.0% 2,500 $1.6M
Stanley-Laman Group, Ltd. 0.20% Reduce -2.1% 2,484 $1.6M
Sigma Planning Corp 0.05% Add +33.0% 2,481 $1.6M
Gunderson Capital Management LLC 0.71% Reduce -1.0% 2,437 $1.5M
Mackenzie Financial Corp. 0.00% Add +1.5% 2,411 $1.5M
Westpac Banking Corp. 0.11% Add +64.0% 2,403 $1.5M
Osaic Holdings, Inc. 0.00% Reduce -57.3% 2,326 $1.5M
Cim, LLC 0.22% Reduce -0.6% 2,300 $1.4M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.56% No change 2,375 $1.4M
Tidal Investments LLC 0.02% Reduce -2.9% 2,262 $1.4M
Harbor Capital Advisors, Inc. 0.18% Add +18.8% 2,254 $1.4M
Dynamic Advisor Solutions LLC 0.05% Add +1.9% 2,247 $1.4M
Corient Private Wealth LP 0.00% Add +7.2% 2,189 $1.4M
United Capital Financial Advisors, LLC 0.01% Add +9.6% 2,116 $1.3M
Nicholas Investment Partners, LP 0.15% Add +1.4% 2,110 $1.3M
Snowden Capital Advisors LLC 0.04% Reduce -2.0% 2,075 $1.3M
Highland Capital Management, LLC 0.07% New 2,069 $1.3M
Qsemble Capital Management, LP 0.28% New 2,058 $1.3M
Moody National Bank Trust Division 0.10% Reduce -45.4% 2,031 $1.3M
US Bancorp \de 0.00% Add +5.0% 2,030 $1.3M
Maytus Capital Management, LLC 0.53% Reduce -81.5% 2,000 $1.3M
Tairen Capital Ltd 0.08% Reduce -76.3% 2,000 $1.3M
E. Ohman J:or Asset Management AB 0.03% Add +11.1% 2,000 $1.3M
Gilbert & Cook, Inc. 0.17% Add +1.4% 1,993 $1.2M
Cibc World Markets Corp. 0.01% Add +47.9% 1,958 $1.2M
Stephens Inc. 0.02% Add +3.2% 1,955 $1.2M
Wolverine Trading, LLC 0.01% Reduce -12.2% 1,939 $1.2M
M&T Bank Corp 0.00% Add +5.8% 1,918 $1.2M
Juncture Wealth Strategies, LLC 0.52% Add +33.5% 1,913 $1.2M
Arden Trust Co 0.16% Reduce -2.5% 1,886 $1.2M
Landscape Capital Management, L.L.C. 0.10% New 1,859 $1.2M
Wealth Enhancement Advisory Services, LLC 0.00% Add +7.1% 1,859 $1.2M
Prime Capital Investment Advisors, LLC 0.02% Add +6.2% 1,857 $1.2M
Integrated Wealth Concepts LLC 0.02% Add +49.4% 1,843 $1.2M
Bouvel Investment Partners, LLC 0.49% Add +2.2% 1,793 $1.1M
Beacon Pointe Advisors, LLC 0.01% Reduce -0.1% 1,764 $1.1M
Quadrature Capital Ltd 0.02% Add +58.8% 1,751 $1.1M
Flagship Harbor Advisors, LLC 0.07% Reduce -0.2% 1,748 $1.1M
Bank of Nova Scotia 0.00% Add +20.3% 1,744 $1.1M
Independent Advisor Alliance 0.04% Add +1.1% 1,723 $1.1M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +7.3% 1,712 $1.1M
Fox Run Management, L.L.C. 0.23% Reduce -20.1% 1,682 $1.1M
Armistice Capital, LLC 0.03% Add +57.0% 1,680 $1.1M
K.J. Harrison & Partners Inc 0.16% Reduce -82.6% 1,658 $1.0M
CIBC Asset Management Inc 0.00% Add +0.4% 1,634 $1.0M
Western Financial Corp 0.61% Add +20.4% 1,594 $999K
Savant Capital, LLC 0.01% New 1,590 $996K
Atria Wealth Solutions, Inc. 0.01% Add +1.8% 1,585 $993K
Calamos Advisors LLC 0.01% New 1,566 $981K
Summit Global Investments 0.07% Reduce -78.2% 1,565 $980K
Avitas Wealth Management LLC 0.15% Add +2.0% 1,551 $972K
Park Avenue Securities LLC 0.01% Add +8.3% 1,547 $969K
First Trust Direct Indexing L.P. 0.07% Add +10.9% 1,546 $969K
Nvwm, LLC 0.27% Add +30.4% 1,545 $968K
WCM Investment Management, LLC 0.00% Add +2.3% 1,530 $959K
Ridgewood Investments LLC 0.51% No change 1,522 $954K
XTX Topco Ltd 0.13% Add +46.7% 1,510 $946K
McAdam, LLC 0.06% Reduce -6.5% 1,509 $945K
Guerra Pan Advisors, LLC 0.87% Reduce -1.0% 1,506 $944K
Tokio Marine Asset Management Co. Ltd. 0.05% Add +6.4% 1,452 $910K
Wrapmanager Inc. 0.25% Reduce -7.5% 1,443 $904K
DGS Capital Management, LLC 0.25% No change 1,427 $894K
Blair William & Co. 0.00% Add +11.8% 1,427 $894K
Kovack Advisors, Inc. 0.11% Add +0.7% 1,420 $890K
Zacks Investment Management 0.01% New 1,420 $890K
DC Investments Management, LLC 0.74% No change 1,400 $877K
Aviso Wealth Management 0.55% Add +4.1% 1,389 $870K
Armstrong Advisory Group, Inc. 0.08% No change 1,492 $866K
Envestnet Portfolio Solutions, Inc. 0.00% Add +16.1% 1,375 $862K
Dana Investment Advisors, Inc. 0.03% Add +30.1% 1,373 $860K
Legacy Advisors, LLC 0.11% Reduce -2.5% 1,349 $845K
First Hawaiian Bank 0.03% Reduce -2.5% 1,345 $843K
Banque Cantonale Vaudoise 0.03% Reduce -31.4% 1,337 $838K
Gsa Capital Partners LLP 0.07% New 1,332 $835K
Empowered Funds, LLC 0.01% Reduce -68.5% 1,314 $823K
Advisors Asset Management, Inc. 0.02% Add +38.2% 1,306 $818K
Vident Advisory, LLC 0.02% Add +18.0% 1,303 $816K
Private Advisor Group, LLC 0.01% Add +5.6% 1,296 $812K
Regal Investment Advisors LLC 0.06% Reduce -0.7% 1,295 $811K
Values First Advisors, Inc. 0.47% Reduce -9.7% 1,289 $808K
Mercer Global Advisors Inc. 0.00% Add +31.2% 1,269 $795K
Cwm, LLC 0.00% Add +79.4% 1,243 $779K
Shell Asset Management Co. 0.04% Add +0.2% 1,306 $770K
Teacher Retirement System of Texas 0.00% Reduce -43.9% 1,216 $762K
Fifth Third Bancorp 0.00% Add +2.8% 1,210 $758K
Kornitzer Capital Management Inc. 0.01% Add +100.0% 1,200 $752K
Alberta Investment Management Corp 0.01% Reduce -50.5% 1,200 $752K
Metis Global Partners, LLC 0.03% Reduce -0.9% 1,194 $748K
Gateway Advisory, LLC 0.13% Add +7.7% 1,179 $739K
Chilton Investment Co. Inc. 0.02% New 1,179 $739K
Signaturefd, LLC 0.02% Add +39.1% 1,177 $737K
O'shaughnessy Asset Management, LLC 0.01% Add +25.0% 1,170 $733K
Rafferty Asset Management, LLC 0.00% New 1,154 $723K
Jacobs Levy Equity Management, Inc. 0.00% Add +2.8% 1,114 $698K
Lazard Asset Management LLC 0.00% Reduce -90.2% 1,107 $693K
Peterson Wealth Services 0.25% Add +186.8% 1,104 $692K
Caisse de depot et placement du Quebec 0.00% Reduce -89.6% 1,100 $689K
Verition Fund Management LLC 0.01% Reduce -1.1% 1,094 $685K
Spire Wealth Management 0.01% Add +8.4% 1,092 $684K
GraniteShares Advisors LLC 0.36% Reduce -5.5% 1,090 $683K
Redwood Investments, LLC 0.20% Reduce -0.4% 1,087 $681K
Steward Partners Investment Advisory, LLC 0.01% Add +4.3% 1,086 $680K
Battery Global Advisors, LLC 0.53% No change 1,041 $652K
IFP Advisors, Inc 0.03% Add +0.7% 1,029 $644K
Pursue Wealth Partners LLC 0.38% New 1,022 $640K
FDx Advisors, Inc. 0.10% Reduce -15.7% 1,012 $634K
Federation des caisses Desjardins du Quebec 0.00% Add +37.0% 1,055 $626K
Lido Advisors, LLC 0.01% Add +6.3% 991 $621K
Motley Fool Asset Management LLC 0.04% Add +5.7% 986 $618K
Commerce Bank 0.00% Add +2.0% 971 $608K
Petrus Trust Company, LTA 0.05% Add +31.5% 947 $593K
New York Life Investment Management LLC 0.01% Add +1.4% 934 $585K
Ceera Investments, LLC 0.25% Reduce -50.0% 920 $576K
HB Wealth Management, LLC 0.01% Add +58.7% 892 $559K
Vestcor Inc 0.02% Reduce -16.9% 883 $553K
Hanseatic Management Services Inc. 0.83% Add +0.1% 875 $548K
Ieq Capital, LLC 0.01% Reduce -34.0% 875 $548K
Acadian Asset Management LLC 0.00% Reduce -98.1% 878 $548K
Valeo Financial Advisors, LLC 0.02% Add +1.5% 836 $545K
Nicholas Wealth, LLC. 0.42% Reduce -2.7% 869 $544K
Kingsview Wealth Management, LLC 0.01% Reduce -2.4% 865 $542K
Maven Securities LTD 0.03% New 864 $541K
Redwood Financial Network Corp 0.47% No change 862 $540K
B. Riley Wealth Advisors, Inc. 0.01% Add +36.8% 1,092 $538K
Flynn Zito Capital Management, LLC 0.27% New 847 $531K
Mgo One Seven LLC 0.03% Reduce -2.0% 847 $531K
Fulton Bank, N.A. 0.02% Add +11.8% 845 $529K
Perpetual Ltd 0.01% Reduce -48.9% 826 $518K
American Trust 0.04% Reduce -0.8% 820 $514K
Kestra Advisory Services, LLC 0.00% Add +37.5% 818 $513K
Ossiam 0.01% Add +19.6% 810 $508K
Central Pacific Bank - Trust Division 0.06% — 765 $487K
Emerald Advisers, LLC 0.02% Reduce -1.0% 777 $487K
Waypoint Wealth Partners Inc. 0.14% No change 775 $486K
American International Group, Inc. 0.00% No change 773 $484K
Ameritas Advisory Services, LLC 0.02% Reduce -18.4% 800 $473K
Fourpath Capital Management, LLC 0.33% Reduce -0.9% 753 $472K
HighPoint Advisor Group LLC 0.03% Add +15.9% 787 $470K
NewEdge Wealth, LLC 0.01% Add +20.1% 789 $466K
Graham Capital Management, L.P. 0.02% Reduce -31.6% 736 $461K
Ostrum Asset Management 0.04% Add +36.6% 732 $459K
Bleakley Financial Group, LLC 0.01% Add +1.0% 731 $458K
Simplicity Wealth,LLC 0.01% New 731 $458K
Peak Financial Management, Inc. 0.14% Reduce -5.3% 730 $457K
Investment Management Corp of Ontario 0.01% Reduce -35.4% 730 $457K
Leonteq Securities AG 0.06% Add +6.7% 718 $450K
Panagora Asset Management Inc. 0.00% Reduce -98.8% 716 $449K
Inspire Investing, LLC 0.05% New 713 $447K
Empower Advisory Group, LLC 0.00% Reduce -7.9% 713 $447K
Pier 88 Investment Partners LLC 0.69% Reduce -63.7% 700 $439K
Arcadia Investment Management Corp. 0.08% No change 700 $439K
UniSuper Management Pty Ltd 0.00% Add +75.0% 700 $439K
Bridgewater Associates 0.00% Reduce -47.9% 686 $430K
Lincoln National Corp. 0.01% Add +2.4% 682 $427K
Icon Wealth Advisors, LLC 0.04% Reduce -4.6% 681 $427K
Qtron Investments LLC 0.06% No change 672 $421K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +26.4% 670 $420K
Clare Market Investments LLC 0.13% Add +47.7% 650 $407K
Cherry Creek Investment Advisors, Inc. 0.22% Reduce -1.5% 646 $405K
Winthrop Advisory Group LLC 0.06% Reduce -4.8% 642 $402K
Parallel Advisors, LLC 0.01% Add +6.3% 627 $393K
Diversified Trust Co. 0.01% No change 626 $392K
Yousif Capital Management, LLC 0.00% Add +10.8% 625 $392K
V-Square Quantitative Management LLC 0.05% No change 624 $391K
Baldwin Wealth Partners LLC 0.03% No change 610 $382K
Symmetry Partners, LLC 0.03% Reduce -6.9% 608 $381K
Cordgrass Capital Advisors, LLC 0.12% No change 597 $374K
First Horizon Advisors, Inc. 0.01% Reduce -2.3% 594 $372K
Swiss Life Asset Management Ltd 0.01% Reduce -79.7% 587 $368K
Northwestern Mutual Wealth Management Co. 0.00% Add +6.8% 584 $367K
Harbour Investments, Inc. 0.01% Add +1.1% 579 $363K
Coastline Trust Co 0.04% No change 575 $360K
Albion Financial Group 0.03% Reduce -0.2% 571 $358K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -1.4% 571 $358K
Stratos Wealth Partners, LTD. 0.01% Add +14.2% 562 $352K
Rappaport Reiches Capital Management, LLC 0.11% New 560 $351K
Raymond James Trust N.A. 0.01% Reduce -5.9% 557 $349K
Bradley Foster & Sargent Inc. 0.01% New 552 $346K
Synergy Financial Group, LTD 0.39% Add +18.9% 547 $343K
Prospera Financial Services Inc 0.01% Add +48.4% 540 $338K
Sequoia Financial Advisors, LLC 0.00% Reduce -65.5% 531 $333K
Captrust Financial Advisors 0.00% Reduce -78.6% 531 $332K
Ballentine Partners, LLC 0.01% Add +21.6% 519 $325K
Harvest Fund Management Co., Ltd 0.03% Reduce -30.3% 515 $323K
Benedict Financial Advisors Inc. 0.08% No change 515 $323K
Vestmark Advisory Solutions, Inc. 0.01% Add +0.8% 510 $320K
Catalyst Financial Partners LLC 0.08% Add +9.6% 504 $319K
Moran Wealth Management, LLC 0.01% New 509 $319K
GPS Wealth Strategies Group, LLC 0.05% Add +2.0% 508 $318K
Benjamin F. Edwards & Company, Inc. 0.01% Add +170.2% 508 $318K
Paces Ferry Wealth Advisors, LLC 0.20% Reduce -1.2% 507 $318K
Focus Partners Advisor Solutions, LLC 0.01% Add +39.7% 507 $318K
Berkshire Asset Management LLC 0.02% Add +0.2% 506 $317K
Cigna Investments Inc. 0.06% Add +2.0% 498 $313K
First Affirmative Financial Network 0.23% Add +3.8% 493 $309K
Prosperity Financial Group, Inc. 0.19% Add +6.3% 492 $308K
Meeder Advisory Services, Inc. 0.03% Add +8.7% 488 $306K
Huntington National Bank 0.00% Add +29.6% 482 $302K
Brown Brothers Harriman & Co. 0.00% No change 482 $302K
Welch & Forbes LLC 0.00% Reduce -17.2% 481 $301K
Accredited Investors Inc. 0.02% No change 473 $296K
Global Strategic Investment Solutions, LLC 0.03% No change 470 $294K
Coldstream Capital Management Inc. 0.01% Add +7.0% 461 $289K
Wedbush Securities Inc. 0.01% Add +19.7% 455 $285K
Nicolet Advisory Services, LLC 0.03% New 432 $285K
Williams Jones Wealth Management, LLC. 0.00% No change 454 $284K
Bridgefront Capital, LLC 0.22% New 452 $283K
Crossmark Global Holdings, Inc. 0.01% New 451 $282K
Founders Financial Securities LLC 0.03% Add +26.5% 449 $281K
Strategic Blueprint, LLC 0.02% New 449 $281K
Horizon Investments, LLC 0.01% Add +26.5% 449 $281K
Plato Investment Management Ltd 0.03% Add +165.1% 448 $281K
Caprock Group, LLC 0.02% Add +13.9% 443 $278K
Baird Financial Group, Inc. 0.00% Add +1.2% 431 $270K
iA Global Asset Management Inc. 0.01% Reduce -16.2% 430 $269K
Brevan Howard Capital Management LP 0.03% Reduce -76.6% 428 $268K
Avestar Capital, LLC 0.03% Add +0.7% 421 $264K
Affinity Capital Advisors, LLC 0.06% Reduce -18.4% 416 $261K
Rakuten Investment Management, Inc. 0.00% Add +1117.7% 414 $259K
Capital Investment Advisory Services, LLC 0.03% Add +2.5% 412 $258K
Insigneo Advisory Services, LLC 0.03% New 411 $258K
Sunbelt Securities, Inc. 0.03% Add +73.6% 408 $256K
Aerodigm Wealth, LLC 0.10% New 404 $253K
Mount Lucas Management LP 0.08% Reduce -8.0% 402 $252K
All Terrain Financial Advisors, LLC 0.11% New 400 $251K
Polymer Capital Management (HK) LTD 0.06% New 400 $251K
Flaharty Asset Management, LLC 0.04% No change 400 $251K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 400 $251K
Eagle Wealth Strategies LLC 0.20% Add +5.8% 386 $246K
Independent Financial Group, LLC 0.01% Add +12.5% 388 $243K
Claret Asset Management Corp 0.04% Reduce -4.9% 385 $241K
IHT Wealth Management, LLC 0.01% Add +0.3% 383 $240K
Balentine LLC 0.01% New 382 $239K
Blue Trust, Inc. 0.00% Add +70.6% 377 $236K
Apollon Wealth Management, LLC 0.01% Reduce -28.8% 366 $230K
Acima Private Wealth, LLC 0.08% No change 366 $229K
TFC Financial Management, Inc. 0.04% No change 362 $227K
Foundry Partners, LLC 0.01% No change 361 $226K
Wealth Alliance, LLC 0.03% Reduce -5.0% 360 $226K
Oarsman Capital, Inc. 0.05% No change 359 $225K
Avantax Advisory Services, Inc. 0.00% Add +2.6% 354 $222K
Prelude Capital Management, LLC 0.02% Reduce -71.2% 352 $221K
Csenge Advisory Group 0.01% New 350 $219K
Fifth Third Wealth Advisors LLC 0.03% New 349 $219K
Certuity, LLC 0.02% Reduce -0.6% 345 $216K
West Michigan Advisors, LLC 0.07% Reduce -8.2% 345 $216K
Belpointe Asset Management LLC 0.02% Reduce -1.2% 342 $214K
Wolff Wiese Magana LLC 0.18% Reduce -4.0% 335 $210K
Marcum Wealth, LLC 0.02% Reduce -4.6% 335 $210K
Natixis Investment Managers International 0.01% No change 333 $209K
Private Portfolio Partners LLC 0.04% Reduce -9.7% 326 $204K
QRG Capital Management, Inc. 0.00% Reduce -15.5% 326 $204K
WESPAC Advisors, LLC 0.12% New 322 $202K
HUB Investment Partners, LLC 0.01% New 322 $202K
Daymark Wealth Partners, LLC 0.01% New 321 $201K
Bessemer Group Inc. 0.00% Add +4.3% 312 $195K
EverSource Wealth Advisors, LLC 0.01% Reduce -34.8% 289 $175K
Point72 Hong Kong Ltd 0.01% New 279 $175K
Group One Trading LLC 0.01% Reduce -82.7% 272 $170K
HHM Wealth Advisors, LLC 0.03% No change 263 $165K
Provenance Wealth Advisors, LLC 0.02% Add +42.2% 256 $160K
Farther Finance Advisors, LLC 0.01% No change 237 $151K
Quent Capital, LLC 0.02% Add +2.2% 231 $145K
Avior Wealth Management, LLC 0.01% New 225 $141K
Lanark Financial, Inc. 0.01% Reduce -4.0% 215 $134K
Clearstead Advisors, LLC 0.01% Add +2.4% 218 $130K
CKW Financial Group 0.02% No change 203 $129K
Ancora Advisors LLC 0.00% No change 202 $126K
nVerses Capital, LLC 0.30% New 200 $125K
Mather Group, Llc. 0.00% New 215 $125K
Acropolis Investment Management, LLC 0.01% No change 199 $125K
Formidable Asset Management, LLC 0.02% New 194 $122K
Salem Investment Counselors Inc. 0.00% Reduce -5.0% 189 $118K
National Bank of Canada 0.00% Reduce -68.8% 194 $116K
Truvestments Capital LLC 0.04% Reduce -9.0% 172 $108K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Add +21.4% 170 $107K
Ramirez Asset Management, Inc. 0.02% New 165 $103K
Harbor Investment Advisory, LLC 0.01% Reduce 0.0% 89,565 $101K
Covestor Ltd 0.06% Reduce -63.0% 162 $101K
Adirondack Trust Co. 0.04% No change 160 $100K
CI Investments Inc. 0.00% Add +18.2% 156 $98K
Kelly Financial Services LLC 0.04% Reduce -0.7% 154 $96K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -32.5% 154 $96K
Cambridge Trust Co. 0.00% No change 150 $94K
Institutional & Family Asset Management, LLC 0.01% Reduce -6.3% 148 $93K
Tower Research Capital LLC (TRC) 0.00% Reduce -83.2% 143 $90K
Quadrant Capital Group LLC 0.01% Add +2.2% 139 $87K
Lindbrook Capital, LLC 0.01% Add +17.9% 138 $86K
Hollencrest Capital Management 0.00% New 133 $83K
Focused Wealth Management, Inc 0.01% New 130 $81K
Hazlett, Burt & Watson, Inc. 0.05% Add +37.6% 128 $80K
Gen-Wealth Partners Inc 0.04% — 127 $80K
Concourse Financial Group Securities, Inc. 0.01% Add +10.8% 123 $77K
GAMMA Investing LLC 0.02% Add +14.3% 120 $75K
Allworth Financial LP 0.00% Add +25.6% 113 $71K
UMB Bank, n.a. 0.00% No change 111 $70K
Globeflex Capital L P 0.01% No change 110 $69K
Principal Securities, Inc. 0.00% Add +20.9% 104 $65K
TD Waterhouse Canada Inc. 0.00% Add +14.6% 94 $64K
CVA Family Office, LLC 0.01% Add +1.0% 101 $63K
Alta Advisers Ltd 0.03% No change 100 $63K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 100 $63K
Valley National Advisers Inc. 0.01% Add +16.9% 97 $60K
Manchester Capital Management LLC 0.01% Add +1.2% 84 $53K
Bartlett & Co. Wealth Management LLC 0.00% No change 80 $50K
Planning Capital Management Corp 0.04% No change 77 $48K
SYSTM Wealth Solutions LLC 0.01% Add +54.0% 77 $48K
Whittier Trust Co. of Nevada Inc. 0.00% No change 77 $48K
TrinityBridge Ltd 0.00% No change 73 $46K
Sandy Spring Bank 0.00% No change 70 $44K
Parkside Financial Bank & Trust 0.01% Add +340.0% 66 $41K
Guinness Atkinson Asset Management Inc 0.02% Reduce -31.3% 66 $41K
PFS Partners, LLC 0.03% Reduce -50.0% 61 $38K
AlphaCentric Advisors LLC 0.02% Reduce -11.8% 60 $38K
Washington Trust Advisors, Inc. 0.00% No change 59 $37K
Whittier Trust Co. 0.00% Reduce -43.8% 59 $37K
CBIZ Investment Advisory Services, LLC 0.00% New 57 $36K
Global Retirement Partners, LLC 0.00% Add +26.8% 52 $33K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% New 50 $31K
Ofi Invest Asset Management 0.00% Add +1.9% 54 $31K
HM Payson & Co. 0.00% No change 50 $31K
Goodman Advisory Group, LLC 0.01% No change 49 $31K
Geneos Wealth Management Inc. 0.00% Add +1125.0% 49 $31K
Smartleaf Asset Management LLC 0.01% Add +4.4% 47 $29K
Bell Investment Advisors, Inc 0.01% Add +2.3% 45 $28K
Smithfield Trust Co 0.00% Add +10.5% 42 $27K
Riverview Trust Co 0.02% New 43 $27K
AdvisorNet Financial, Inc 0.00% Add +35.5% 42 $26K
Cullen/Frost Bankers, Inc. 0.00% New 42 $26K
Colonial Trust Advisors 0.00% New 41 $26K
MCF Advisors LLC 0.00% No change 40 $25K
CoreCap Advisors, LLC 0.00% New 39 $24K
Private Trust Co. NA 0.00% Add +37.0% 37 $23K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.02% Add +500.0% 36 $23K
Birchbrook, Inc. 0.01% No change 35 $22K
Credit Agricole S A 0.00% New 33 $21K
NFSG Corp 0.01% No change 30 $19K
Ameritas Investment Partners, Inc. 0.00% No change 30 $19K
Hantz Financial Services, Inc. 0.00% No change 28 $18K
Colonial Trust Co / SC 0.00% No change 27 $17K
Tower View Wealth Management LLC 0.01% No change 27 $17K
Rakuten Securities, Inc. 0.01% Reduce -46.0% 27 $17K
GW&K Investment Management, LLC 0.00% Reduce -82.5% 26 $16K
Evermay Wealth Management LLC 0.00% No change 25 $16K
Meeder Asset Management Inc. 0.00% Reduce -99.4% 24 $15K
Versant Capital Management, Inc 0.00% No change 23 $14K
Zions Bancorporation, N.A. 0.00% Reduce -8.0% 23 $14K
TCTC Holdings, LLC 0.00% New 22 $14K
SRH Advisors, LLC 0.00% No change 21 $13K
Fernwood Investment Management, LLC 0.00% New 20 $13K
Venturi Wealth Management, LLC 0.00% Reduce -68.8% 19 $12K
AlphaQuest LLC 0.00% New 19 $12K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +13.3% 17 $11K
Grove Bank & Trust 0.00% Reduce -37.0% 17 $11K
Plante Moran Financial Advisors, LLC 0.00% Reduce -5.6% 17 $11K
Fortitude Family Office, LLC 0.01% No change 16 $10K
Concord Wealth Partners 0.00% Reduce -46.7% 16 $10K
Bfsg, LLC 0.00% New 16 $10K
Capital Advisors, Ltd. LLC 0.00% No change 16 $10K
Continuum Advisory, LLC 0.00% New 17 $10K
Carmichael Hill & Associates, Inc. 0.00% No change 15 $9K
FinTrust Capital Advisors, LLC 0.00% No change 15 $9K
Coston, McIsaac & Partners 0.00% No change 15 $9K
Arlington Trust Co LLC 0.00% No change 14 $9K
Arax Advisory Partners 0.00% No change 13 $8K
West Branch Capital LLC 0.00% No change 13 $8K
Jamison Private Wealth Management, Inc. 0.00% No change 13 $8K
Financial Connections Group, Inc. 0.01% New 12 $8K
Tanglewood Legacy Advisors, LLC 0.00% New 12 $8K
Front Row Advisors LLC 0.00% New 12 $8K
Crewe Advisors LLC 0.00% New 12 $8K
Cornerstone Planning Group LLC 0.00% Reduce -62.5% 12 $7K
J.Safra Asset Management Corp 0.00% New 11 $7K
Sound Income Strategies, LLC 0.00% New 11 $7K
MassMutual Private Wealth & Trust, FSB 0.00% Add +175.0% 11 $7K
Redmont Wealth Advisors LLC 0.01% New 10 $6K
Private Wealth Management Group, LLC 0.00% Reduce -9.1% 10 $6K
Berkshire Capital Holdings Inc. 0.00% Reduce -100.0% 10 $6K
Aspire Private Capital, LLC 0.00% No change 10 $6K
State of Wyoming 0.00% Reduce -9.1% 10 $6K
Toth Financial Advisory Corp. 0.00% No change 10 $6K
Creative Financial Designs Inc. 0.00% No change 10 $6K
Allianz SE 0.00% — 10 $6K
Ogorek Anthony Joseph /NY/ 0.00% No change 10 $6K
Rosenberg Matthew Hamilton 0.00% No change 8 $5K
Westside Investment Management, Inc. 0.00% No change 8 $5K
Abound Wealth Management 0.00% Reduce -11.1% 8 $5K
Caitlin John, LLC 0.00% No change 8 $5K
Hexagon Capital Partners LLC 0.00% New 8 $5K
Bogart Wealth, LLC 0.00% No change 8 $5K
JFS Wealth Advisors, LLC 0.00% No change 7 $4K
First Command Advisory Services, Inc. 0.00% New 7 $4K
Vima LLC 0.01% No change 10 $4K
Sachetta, LLC 0.00% No change 7 $4K
Park Place Capital Corp 0.00% No change 6 $4K
Raffa Wealth Management, LLC 0.00% No change 6 $4K
Beacon Capital Management, LLC 0.00% New 6 $4K
First Manhattan Co. Llc. 0.00% No change 5 $4K
Stephens Consulting, LLC 0.00% No change 5 $3K
Center for Financial Planning, Inc. 0.00% No change 5 $3K
Bokf, NA 0.00% Reduce -77.8% 4 $3K
Macroview Investment Management LLC 0.00% No change 4 $3K
Blume Capital Management, Inc. 0.00% No change 4 $3K
FSA Wealth Management LLC 0.00% Reduce -92.6% 4 $3K
TD Private Client Wealth LLC 0.00% New 4 $3K
Avion Wealth 0.00% Reduce -40.0% 3 $2K
WealthCollab, LLC 0.00% No change 3 $2K
ICA Group Wealth Management, LLC 0.00% No change 3 $2K
MV Capital Management, Inc. 0.00% New 3 $2K
CENTRAL TRUST Co 0.00% No change 3 $2K
Montag A & Associates Inc. 0.00% Add +50.0% 3 $2K
Janiczek Wealth Management, LLC 0.00% No change 2 $1K
Anfield Capital Management, LLC 0.00% New 2 $1K
Key Financial Inc 0.00% No change 2 $1K
SouthState Bank Corp 0.00% New 2 $1K
Gradient Investments LLC 0.00% No change 2 $1K
VitalStone Financial, LLC 0.00% No change 2 $1K
First PREMIER Bank 0.00% New 2 $1K
Emfo, LLC 0.00% No change 1 $627
Retirement Group, LLC 0.00% No change 1 $627
WR Wealth Planners, LLC 0.00% New 1 $627
Delta Asset Management LLC 0.00% No change 1 $627
Beaird Harris Wealth Management, LLC 0.00% No change 1 $627
Johnson Financial Group, Inc. 0.00% No change 1 $627

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