HubSpotHUBS

13F holders, Q4 2024 (December 31)
798holders +72
104new positions
63sold out
13famous investors
$695.55avg. 13F price*

At the end of Q4 2024, 798 institutions reported holding HubSpot Inc. (HUBS) in their 13F filings, up 72 from Q3 2024. 104 opened new positions and 63 sold out. The largest holders were Vanguard Group Inc. ($3.5B), T. Rowe Price Associates Inc. ($2.9B) and FMR LLC ($2.9B). 13 famous investors held it, including Alex Sacerdote (1.5% of Whale Rock Capital Management's portfolio), Philippe Laffont (0.9% of Coatue Management's portfolio) and Steve Cohen (0.3% of Point72 Asset Management'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions104$669.0M
Exits63$429.3M

All 13F filers, Q3 2024 → Q4 2024: 4,650,280 shares bought and 3,834,179 shares sold, net +816,101 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 798 holders

Vanguard Group Inc. 0.06% Reduce -0.2% 5,044,740 $3.5B
T. Rowe Price Associates Inc. 0.34% Reduce -3.5% 4,195,082 $2.9B
FMR LLC 0.17% Add +9.3% 4,126,021 $2.9B
BlackRock, Inc. 0.05% Add +4.0% 3,545,498 $2.5B
JPMorgan Chase & Co. 0.18% Add +17.9% 3,327,296 $2.3B
Wellington Management Group LLP 0.19% Add +5.3% 1,477,190 $1.0B
Invesco Ltd. 0.16% Add +79.8% 1,209,744 $842.9M
Clearbridge Investments, LLC 0.62% Reduce -2.8% 1,093,037 $761.6M
State Street Corp. 0.03% Add +0.3% 1,089,874 $759.4M
Durable Capital Partners LP 5.49% Reduce -5.4% 965,324 $672.6M
Geode Capital Management, LLC 0.04% Add +1.2% 830,405 $577.6M
Franklin Resources Inc. 0.16% Add +2.4% 792,018 $551.9M
Massachusetts Financial Services Co. 0.15% Add +18.3% 676,074 $471.1M
Bank of New York Mellon Corp 0.09% Add +3.8% 674,523 $470.0M
Norges Bank 0.06% Reduce -0.2% 603,277 $420.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Add +7.7% 567,465 $395.4M
Voya Investment Management LLC 0.45% Add +45.2% 529,548 $369.0M
Goldman Sachs Group Inc. 0.07% Reduce -18.4% 511,004 $356.1M
Pictet Asset Management Holding SA 0.32% Reduce -5.0% 431,726 $300.8M
Agf Management Ltd. 1.40% Reduce -3.1% 401,697 $279.9M
Coatue Management 0.88% New 373,280 $260.1M
Bank of America Corp. 0.02% Reduce -2.6% 358,742 $250.0M
Amundi 0.08% Reduce -14.1% 341,737 $242.4M
Northern Trust Corp. 0.03% Add +18.0% 345,535 $240.8M
Macquarie Group Ltd. 0.29% Add +19.8% 344,073 $239.7M
Artisan Partners Limited Partnership 0.37% Reduce -20.1% 341,521 $238.0M
Citadel Advisors 0.22% Add +182.1% 333,378 $232.3M
Legal & General Group Plc 0.06% Reduce -8.5% 307,229 $214.1M
Abdiel Capital Advisors, LP 12.70% Reduce -41.5% 295,789 $206.1M
Morgan Stanley 0.01% Reduce -13.0% 288,389 $200.9M
Alliancebernstein L.P. 0.07% Add +61.9% 286,327 $199.5M
American Century Companies Inc. 0.11% Add +1.7% 278,177 $193.8M
First Trust Advisors LP 0.17% Reduce -7.7% 277,497 $193.4M
Scge Management, L.P. 3.54% Reduce -14.6% 275,000 $191.6M
Raymond James Financial Inc. 0.06% — 225,353 $157.0M
Gilder Gagnon Howe & Co. LLC 1.69% Reduce -2.4% 225,347 $157.0M
TimesSquare Capital Management, LLC 2.28% Add +7.8% 224,120 $156.2M
AQR Capital Management 0.19% Add +19.2% 208,237 $145.1M
Charles Schwab Investment Management Inc. 0.03% Add +5.7% 205,603 $143.3M
Whale Rock Capital Management 1.50% No change 181,328 $126.3M
UBS Group AG 0.03% Add +120.8% 179,574 $125.1M
Marshall Wace, LLP 0.16% Reduce -55.6% 178,319 $124.2M
Nuveen Asset Management, LLC 0.03% Reduce -1.5% 174,980 $121.9M
Point72 Asset Management 0.34% Add +102.7% 174,475 $121.6M
Federated Hermes, Inc. 0.26% Add +48.7% 170,663 $118.9M
Westfield Capital Management Co. LP 0.50% Reduce -5.8% 165,637 $115.4M
Dorsal Capital Management, LP 3.36% Add +6.7% 160,000 $111.5M
Ensign Peak Advisors, Inc 0.20% Add +56.9% 159,997 $111.5M
1832 Asset Management L.P. 0.20% Add +266.3% 158,600 $110.5M
Lord, Abbett & Co. LLC 0.34% New 147,984 $103.1M
Polar Capital Holdings Plc 0.57% Add +34.9% 146,155 $101.8M
Two Sigma Investments, LP 0.24% Add +156.1% 143,217 $99.8M
CIBC Private Wealth Group LLC 0.18% Reduce -2.5% 137,054 $97.2M
Swiss National Bank 0.06% Reduce -4.1% 137,800 $96.0M
Wells Fargo & Company 0.02% Add +9.8% 136,602 $95.2M
Royal Bank of Canada 0.02% Reduce -13.9% 136,296 $95.0M
Squarepoint Ops LLC 0.25% Reduce -33.0% 136,167 $94.9M
Two Sigma Advisers, LP 0.21% Add +79.3% 130,700 $91.1M
Sumitomo Mitsui Trust Group, Inc. 0.06% Reduce -0.7% 130,272 $90.8M
Deutsche Bank AG 0.03% Reduce -22.3% 127,487 $88.8M
Ameriprise Financial Inc. 0.02% Reduce -27.8% 122,115 $85.1M
Frontier Capital Management Co. LLC 0.76% Add +25.9% 115,279 $80.3M
Fiera Capital Corp 0.25% Reduce -2.8% 112,337 $78.3M
Jennison Associates LLC 0.05% Add +28.4% 111,345 $77.6M
Panagora Asset Management Inc. 0.35% Add +1.0% 110,082 $76.7M
Robeco Institutional Asset Management B.V. 0.14% Reduce -5.6% 106,982 $74.5M
Spyglass Capital Management LLC 4.18% Add +14.2% 106,551 $74.2M
State of Michigan Retirement System 0.39% Add +87.7% 106,400 $74.1M
Neuberger Berman Group LLC 0.05% Reduce -7.1% 89,931 $62.7M
Dimensional Fund Advisors LP 0.01% Add +7.1% 87,019 $60.6M
Eventide Asset Management, LLC 1.07% Reduce -28.7% 84,501 $58.9M
Primecap Management Co. 0.05% Reduce -7.5% 84,450 $58.8M
Arrowstreet Capital, Limited Partnership 0.04% New 78,690 $54.8M
California Public Employees Retirement System 0.04% Reduce -4.8% 78,442 $54.7M
Janus Henderson Group PLC 0.03% Add +214.9% 77,039 $53.7M
New York State Common Retirement Fund 0.07% Reduce -11.5% 76,076 $53.0M
California State Teachers Retirement System 0.06% Reduce -1.3% 72,663 $50.6M
National Pension Service 0.05% Reduce -1.1% 70,158 $48.9M
Envestnet Asset Management Inc. 0.02% Add +2.6% 67,895 $47.3M
Rhumbline Advisers 0.04% Reduce -0.9% 67,104 $46.8M
Achmea Investment Management B.V. 0.77% Reduce -10.0% 67,070 $46.7M
Qube Research & Technologies Ltd 0.07% Reduce -57.1% 64,977 $45.3M
Zurich Insurance Group Ltd 0.36% New 62,830 $43.8M
Baird Financial Group, Inc. 0.08% Add +15320.5% 60,911 $42.4M
Asset Management One Co., Ltd. 0.14% Reduce -6.1% 58,449 $41.3M
Fisher Asset Management 0.02% Add +1.3% 56,550 $39.4M
Sei Investments Co. 0.05% Reduce -2.0% 55,585 $38.7M
TD Asset Management Inc 0.03% Add +28.3% 54,946 $38.3M
Verition Fund Management LLC 0.20% Add +281.2% 54,865 $38.2M
State Board of Administration of Florida Retirement System 0.07% Reduce -8.1% 51,708 $36.0M
Alkeon Capital Management LLC 0.20% Add +66.7% 50,000 $34.8M
Voloridge Investment Management, LLC 0.12% New 49,250 $34.3M
Korea Investment CORP 0.08% Add +6.6% 49,011 $34.1M
Canada Pension Plan Investment Board 0.03% Add +58.3% 48,406 $33.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.07% — 46,905 $32.7M
Stifel Financial Corp. 0.03% Add +0.4% 45,612 $31.8M
Armistice Capital, LLC 0.71% Add +20.3% 43,481 $30.3M
Woodline Partners LP 0.20% New 43,069 $30.0M
CANADA LIFE ASSURANCE Co 0.05% Reduce -1.4% 43,045 $30.0M
AXA S.A. 0.09% Reduce -9.7% 42,583 $29.7M
Public Employees Retirement Association of Colorado 0.12% Reduce -0.2% 42,134 $29.4M
Millennium Management 0.03% Reduce -81.8% 41,414 $28.9M
Kodai Capital Management LP 1.13% Reduce -82.0% 39,535 $27.5M
Allen Investment Management, LLC 0.31% Add +50.1% 38,921 $27.1M
Cubist Systematic Strategies, LLC 0.44% Add +0.1% 38,570 $26.9M
Zevenbergen Capital Investments LLC 0.54% Add +7.6% 38,115 $26.6M
Granahan Investment Management, LLC 1.08% Reduce -19.3% 36,992 $25.8M
Storebrand Asset Management As 0.08% Add +6.7% 36,531 $25.5M
Baron Capital (BAMCO) 0.06% Reduce -5.2% 35,957 $25.1M
Aviva PLC 0.06% Reduce -43.8% 35,761 $24.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +7.2% 34,401 $24.2M
Norris Perne & French LLP 1.74% Reduce -3.9% 34,385 $24.0M
Russell Investments Group, Ltd. 0.03% Reduce -2.4% 33,188 $23.1M
D. E. Shaw & Co. 0.03% Reduce -41.6% 32,138 $22.4M
LPL Financial LLC 0.01% Add +6.6% 31,805 $22.2M
Mane Global Capital Management LP 1.00% Reduce -38.0% 31,538 $22.0M
Balyasny Asset Management L.P. 0.05% Reduce -83.1% 31,306 $21.8M
Cooper Creek Partners Management LLC 0.67% No change 31,305 $21.8M
Capital Fund Management S.A. 0.21% Reduce -70.3% 30,888 $21.5M
Geneva Capital Management LLC 0.37% Reduce -10.8% 30,849 $21.5M
Melqart Asset Management (UK) Ltd 2.88% Reduce -9.4% 30,702 $21.4M
NDVR, Inc. 20.31% Reduce -18.5% 30,449 $21.2M
LMR Partners LLP 0.48% Reduce -33.3% 30,000 $20.9M
Thrivent Financial for Lutherans 0.04% Reduce -11.2% 29,801 $20.8M
APG Asset Management N.V. 0.06% Add +3024.7% 30,060 $20.2M
Barclays PLC 0.01% Reduce -68.5% 28,896 $20.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +303.2% 28,891 $20.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Add +1.0% 28,544 $19.9M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -7.8% 27,989 $19.5M
Jane Street Group, LLC 0.03% Add +10.3% 27,582 $19.2M
Principal Financial Group Inc. 0.01% Add +6.8% 27,479 $19.1M
Aberdeen Group plc 0.04% Reduce -13.4% 27,322 $19.1M
Swedbank AB 0.02% Add +3.2% 27,206 $19.0M
State of Wisconsin Investment Board 0.05% Reduce -7.0% 26,924 $18.8M
Groupama Asset Managment 0.39% New 26,799 $18.7M
Citigroup Inc. 0.02% Add +0.8% 26,484 $18.5M
Zweig-DiMenna Associates LLC 1.55% Reduce -18.6% 26,254 $18.3M
Danske Bank A/S 0.05% Add +21.5% 25,132 $17.5M
Victory Capital Management Inc. 0.02% Add +1.3% 24,931 $17.4M
HSBC Holdings PLC 0.01% Reduce -10.4% 24,840 $17.3M
KLP Kapitalforvaltning As 0.08% — 24,650 $17.2M
Ofi Invest Asset Management 0.40% — 25,233 $17.0M
Bank Julius Baer & Co. Ltd, Zurich 0.05% Add +14.7% 22,832 $16.1M
Artemis Investment Management LLP 0.23% Reduce -4.0% 22,884 $15.9M
Man Group plc 0.05% Reduce -6.8% 22,832 $15.9M
Assenagon Asset Management S.A. 0.03% Reduce -57.9% 22,388 $15.6M
Treasurer of the State of North Carolina 0.06% Add +0.6% 21,487 $15.0M
Royal London Asset Management Ltd. 0.04% Add +5.1% 20,926 $14.6M
Trexquant Investment LP 0.17% Reduce -56.9% 20,754 $14.5M
Public Employees Retirement System of Ohio 0.05% Reduce -7.5% 20,527 $14.3M
Bank of Montreal 0.01% Reduce -42.7% 20,007 $13.9M
BNP Paribas Financial Markets 0.01% Reduce -80.4% 19,723 $13.7M
Mn Services Vermogensbeheer B.V. 0.09% Add +2.2% 18,700 $13.0M
Cinctive Capital Management LP 0.70% Reduce -46.0% 18,568 $12.9M
KBC Group NV 0.04% Add +45.8% 18,515 $12.9M
Brown Advisory Inc. 0.02% Add +10.0% 18,501 $12.9M
STRS Ohio 0.05% No change 18,500 $12.9M
Nomura Asset Management Co. Ltd. 0.04% Reduce -6.2% 18,212 $12.7M
Renaissance Technologies 0.02% Reduce -62.0% 18,100 $12.6M
OVERSEA-CHINESE BANKING Corp Ltd 0.36% Reduce -29.9% 17,860 $12.4M
State of New Jersey Common Pension Fund D 0.05% No change 17,714 $12.3M
Alight Capital Management LP 4.11% Add +75.0% 17,500 $12.2M
Los Angeles Capital Management LLC 0.05% Add +271.0% 17,297 $12.1M
Ilmarinen Mutual Pension Insurance Co 0.10% Add +25.9% 17,000 $11.8M
Skandinaviska Enskilda Banken AB (publ) 0.05% Add +7.0% 16,722 $11.7M
Handelsbanken Fonder AB 0.04% Add +2.9% 16,531 $11.5M
Lansforsakringar Fondforvaltning AB (publ) 0.04% — 16,271 $11.3M
Prudential PLC 0.06% Add +95.8% 16,218 $11.3M
Sora Investors LLC 1.21% New 15,689 $10.9M
Sterling Capital Management LLC 0.15% Add +0.3% 15,405 $10.7M
Kornitzer Capital Management Inc. 0.21% Add +1.5% 15,400 $10.7M
Resona Asset Management Co.,Ltd. 0.06% Reduce -3.2% 15,300 $10.7M
Concentric Capital Strategies, LP 0.66% Reduce -32.5% 15,113 $10.5M
DekaBank Deutsche Girozentrale 0.02% No change 14,966 $10.5M
Sit Investment Associates Inc. 0.23% No change 14,450 $10.1M
Caisse de depot et placement du Quebec 0.02% Reduce -2.5% 14,378 $10.0M
Pinebridge Investments, L.P. 0.07% Add +45.3% 14,229 $9.9M
Empire Life Investments Inc. 0.62% Add +22.4% 14,196 $9.9M
Arizona State Retirement System 0.06% Add +2.1% 14,168 $9.9M
Comerica Bank 0.04% Add +3.7% 13,886 $9.7M
Focus Partners Wealth 0.02% Add +1577.3% 13,167 $9.2M
FACT Capital, LP 3.97% New 13,066 $9.1M
MML Investors Services, LLC 0.03% Add +4.5% 12,826 $8.9M
Bailard, Inc. 0.22% Add +9.7% 12,124 $8.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% Add +3.5% 11,813 $8.2M
Allianz Asset Management GmbH 0.01% Add +10.9% 11,780 $8.2M
Commonwealth Equity Services, LLC 0.01% Reduce -0.4% 11,756 $8.2M
Twinbeech Capital LP 0.13% New 11,266 $7.8M
Prudential Financial Inc. 0.01% Add +318.8% 11,204 $7.8M
Fred Alger Management, LLC 0.04% Add +3.9% 10,725 $7.5M
Illinois Municipal Retirement Fund 0.10% Reduce -47.1% 10,380 $7.2M
Forsta Ap-Fonden 0.05% Reduce -3.7% 10,300 $7.2M
Thematics Asset Management 0.31% Reduce -20.6% 10,072 $7.0M
Telemark Asset Management, LLC 0.69% New 10,000 $7.0M
Silvant Capital Management LLC 0.29% Reduce -0.1% 9,889 $6.9M
Truist Financial Corp. 0.01% Reduce -8.4% 9,608 $6.7M
Xponance LLC 0.06% Add +10.6% 9,492 $6.6M
Ieq Capital, LLC 0.06% Add +336.3% 9,459 $6.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.07% Add +0.5% 9,381 $6.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +15.6% 9,343 $6.5M
IFM Investors Pty Ltd 0.07% Reduce -8.2% 9,241 $6.4M
Oddo BHF Asset Management Sas 0.32% Add +557.7% 9,155 $6.4M
Tudor Investment Corporation 0.07% New 8,938 $6.2M
Assetmark, Inc. 0.02% Add +7.8% 8,783 $6.1M
USS Investment Management Ltd 0.04% Reduce -12.7% 8,754 $6.1M
Wolverine Trading, LLC 0.14% Add +178.8% 8,627 $6.0M
Worldquant Millennium Advisors LLC 0.04% Add +27.4% 8,632 $6.0M
Janney Montgomery Scott LLC 0.02% Reduce -6.3% 8,566 $6.0M
Harbour Capital Advisors, LLC 1.31% Reduce -0.7% 8,342 $5.9M
Nomura Holdings Inc. 0.03% New 8,265 $5.8M
DNB Asset Management AS 0.02% Reduce -49.1% 8,094 $5.6M
Sandler Capital Management 0.92% New 8,087 $5.6M
Utah Retirement Systems 0.06% No change 8,068 $5.6M
Diker Management LLC 4.83% Reduce -11.1% 8,000 $5.6M
Schroder Investment Management Group 0.01% Add +41.5% 7,915 $5.5M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +23.5% 7,823 $5.5M
Vestor Capital, LLC 0.42% New 7,851 $5.5M
Quadrature Capital Ltd 0.11% New 7,734 $5.4M
HighTower Advisors, LLC 0.01% Add +65.6% 7,512 $5.2M
Jefferies Financial Group Inc. 0.06% Add +87.1% 7,500 $5.2M
Curi Capital, LLC 0.12% Add +2.5% 7,321 $5.1M
NorthCoast Asset Management LLC 0.02% Reduce -9.5% 7,225 $5.0M
Creative Planning 0.00% Add +7.1% 7,181 $5.0M
Police & Firemen's Retirement System of New Jersey 0.05% — 7,105 $5.0M
Union Bancaire Privee, UBP SA 0.09% — 7,091 $4.8M
Quantinno Capital Management LP 0.05% Add +2.8% 6,907 $4.8M
AMF Tjanstepension AB 0.03% No change 6,782 $4.7M
Baker Avenue Asset Management, LP 0.14% Add +6.1% 6,472 $4.5M
High Net Worth Advisory Group LLC 1.26% Reduce -2.5% 6,453 $4.5M
Toronto Dominion Bank 0.01% Add +2.5% 6,382 $4.4M
Cabot Wealth Management Inc. 0.56% Add +96.5% 6,362 $4.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +18.5% 6,259 $4.4M
Bank of Nova Scotia 0.01% Add +164.8% 6,217 $4.3M
Cerity Partners LLC 0.01% Add +21.4% 6,569 $4.3M
LGT Group Foundation 0.07% Add +5.9% 6,148 $4.3M
Cwm, LLC 0.02% Add +39.4% 6,082 $4.2M
Slow Capital, Inc. 0.60% Add +91.9% 6,078 $4.2M
Nissay Asset Management Corp. /Japan 0.03% Reduce -3.4% 5,964 $4.2M
Federation des caisses Desjardins du Quebec 0.02% Add +12.5% 5,987 $4.2M
Mariner, LLC 0.01% Add +4.3% 5,974 $4.2M
Phoenix Financial Ltd. 0.06% New 5,938 $4.1M
Point72 Hong Kong Ltd 0.26% Add +8.4% 5,886 $4.1M
GDS Wealth Management 0.37% Add +44.5% 5,844 $4.1M
Advisory Services Network, LLC 0.08% Reduce -1.1% 5,788 $4.0M
Picton Mahoney Asset Management 0.15% New 5,733 $4.0M
Vanguard Personalized Indexing Management, LLC 0.06% Add +6.8% 5,665 $3.9M
Keystone Investors Pte Ltd. 0.27% Add +83.6% 5,575 $3.9M
Intellectus Partners, LLC 0.86% Reduce -2.8% 5,565 $3.9M
Nebula Research & Development LLC 0.45% New 5,534 $3.9M
Knollwood Investment Advisory, LLC 0.40% No change 5,520 $3.8M
Evolutionary Tree Capital Management, LLC 3.90% Reduce -14.8% 5,506 $3.8M
Y-Intercept (Hong Kong) Ltd 0.25% New 5,474 $3.8M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 2.14% Reduce -28.4% 5,300 $3.7M
Impax Asset Management Group plc 0.02% Reduce -1.2% 5,227 $3.6M
Commerce Bank 0.02% Reduce -21.8% 5,190 $3.6M
Alcosta Capital Management, Inc. 2.11% Add +2.3% 5,183 $3.6M
Vinva Investment Management Ltd 0.14% Add +46.4% 5,127 $3.6M
Wasatch Advisors LP 0.02% Reduce -17.9% 5,044 $3.5M
Swiss Life Asset Management Ltd 0.03% Add +162.3% 5,049 $3.5M
Abn Amro Investment Solutions 0.07% Add +48.6% 5,035 $3.5M
Pentwater Capital Management LP 0.06% Reduce -98.2% 5,000 $3.5M
Chilton Investment Co. Inc. 0.09% Reduce -11.4% 4,935 $3.4M
Advantage Alpha Capital Partners LP 0.81% Reduce -73.7% 4,917 $3.4M
Hel Ved Capital Management Ltd 1.03% Add +172.4% 4,835 $3.4M
Fieldview Capital Management, LLC 0.52% — 4,814 $3.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +45.4% 4,647 $3.2M
M&T Bank Corp 0.01% Add +2.6% 4,615 $3.2M
Daiichi Life Insurance Co., Ltd. 0.09% Add +49.0% 4,563 $3.2M
Sanctuary Advisors, LLC 0.02% Add +2.7% 4,097 $3.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +10.3% 4,411 $3.1M
Acadian Asset Management LLC 0.01% Add +306.6% 4,399 $3.1M
Engineers Gate Manager LP 0.05% Add +45.7% 4,377 $3.0M
Manufacturers Life Insurance Company, The 0.00% Reduce -0.1% 4,314 $3.0M
Nordea Investment Management AB 0.00% Add +7.7% 4,268 $3.0M
Credit Agricole S A 0.01% Add +13.7% 4,256 $3.0M
Quantum Private Wealth, LLC 0.94% No change 4,220 $2.9M
Wealthfront Advisers LLC 0.01% Add +0.8% 4,220 $2.9M
Cetera Investment Advisers 0.01% Add +3.2% 4,152 $2.9M
Daiwa Securities Group Inc. 0.01% Reduce -1.4% 4,106 $2.9M
Jackson Square Capital, LLC 0.69% New 4,081 $2.8M
Left Brain Wealth Management, LLC 1.07% Add +4.7% 4,071 $2.8M
Oppenheimer Asset Management Inc. 0.03% Add +0.5% 4,070 $2.8M
Avanza Fonder AB 0.08% — 4,059 $2.8M
Westpac Banking Corp. 0.19% Reduce -30.9% 4,046 $2.8M
Candriam S.C.A. 0.02% Add +16.7% 4,017 $2.8M
Tidal Investments LLC 0.02% Add +32.8% 4,007 $2.8M
Exchange Traded Concepts, LLC 0.06% Reduce -15.7% 4,003 $2.8M
Rafferty Asset Management, LLC 0.01% Add +10.7% 3,982 $2.8M
OMERS ADMINISTRATION Corp 0.02% Reduce -19.9% 3,975 $2.8M
Addison Capital Co 1.09% Add +1.3% 3,940 $2.7M
Liontrust Investment Partners LLP 0.04% New 3,909 $2.7M
Polymer Capital Management (HK) LTD 0.48% New 3,902 $2.7M
Tredje AP-fonden 0.02% Reduce -50.0% 3,868 $2.7M
Orion Porfolio Solutions, LLC 0.03% Add +1.7% 3,861 $2.7M
Orion Portfolio Solutions, LLC 0.03% Add +1.7% 3,861 $2.7M
Ethic Inc. 0.05% Add +2.7% 3,836 $2.7M
Pathstone Holdings, LLC 0.01% Add +6.2% 3,826 $2.7M
Alberta Investment Management Corp 0.02% No change 3,800 $2.6M
Partners Capital Investment Group, LLP 0.07% Reduce -56.2% 3,772 $2.6M
ExodusPoint Capital Management, LP 0.03% Reduce -30.3% 3,731 $2.6M
Gulf International Bank (UK) Ltd 0.07% Reduce -0.9% 3,694 $2.6M
NewEdge Advisors, LLC 0.02% Reduce -6.6% 3,654 $2.5M
Moody National Bank Trust Division 0.27% Reduce -11.2% 3,648 $2.5M
Penserra Capital Management LLC 0.05% Add +7.1% 3,620 $2.5M
Cresset Asset Management, LLC 0.01% Reduce -41.9% 3,617 $2.5M
Lighthouse Investment Partners, LLC 0.10% Reduce -60.0% 3,603 $2.5M
Vestcor Inc 0.08% Add +283.0% 3,382 $2.4M
Erste Asset Management GmbH 0.03% Add +0.6% 3,299 $2.3M
Vontobel Holding Ltd. 0.01% Reduce -36.1% 3,269 $2.3M
Tybourne Capital Management (hk) Ltd. 0.57% New 3,265 $2.3M
Nisa Investment Advisors, LLC 0.01% Reduce -0.8% 3,260 $2.3M
Amalgamated Bank 0.02% Add +0.5% 3,259 $2.3M
Altman Advisors, Inc. 0.95% Reduce -0.1% 3,202 $2.2M
AE Wealth Management LLC 0.02% Reduce -12.4% 3,179 $2.2M
MetLife Investment Management, LLC 0.01% Reduce -2.2% 3,013 $2.1M
Highview Capital Management LLC 0.81% Add +4.5% 3,011 $2.1M
Atria Investments, Inc 0.03% Add +1.7% 3,004 $2.1M
Schonfeld Strategic Advisors LLC 0.01% Reduce -35.4% 3,001 $2.1M
Anthracite Investment Company, Inc. 1.05% Reduce -37.5% 3,000 $2.1M
Broderick Brian C 0.41% No change 3,000 $2.1M
Oak Harvest Investment Services 0.29% New 2,964 $2.1M
PGGM Investments 0.03% No change 2,955 $2.1M
Circle Wealth Management, LLC 0.04% Add +9.3% 2,952 $2.1M
Donoghue Forlines LLC 0.69% New 2,940 $2.0M
PNC Financial Services Group, Inc. 0.00% Add +11.4% 2,932 $2.0M
Mackenzie Financial Corp. 0.00% Add +15.8% 2,830 $2.0M
K.J. Harrison & Partners Inc 0.31% Reduce -41.7% 2,800 $2.0M
Legato Capital Management LLC 0.26% New 2,800 $2.0M
Quest Investment Management LLC 0.22% New 2,720 $1.9M
Savant Capital, LLC 0.01% Add +1.1% 2,661 $1.9M
WCM Investment Management, LLC 0.00% Add +0.1% 2,651 $1.9M
Bokf, NA 0.03% Reduce -24.9% 2,624 $1.8M
Osaic Holdings, Inc. 0.00% Reduce -8.2% 3,348 $1.8M
US Bancorp \de 0.00% Add +8.6% 2,630 $1.8M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -41.4% 2,612 $1.8M
Maryland State Retirement & Pension System 0.04% Reduce -6.0% 2,609 $1.8M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -19.2% 2,595 $1.8M
Spire Wealth Management 0.06% Add +134.4% 2,593 $1.8M
Corient Private Wealth LP 0.00% Reduce -1.8% 2,576 $1.8M
Linden Thomas Advisory Services, LLC 0.23% Add +7.6% 2,562 $1.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +49.9% 2,539 $1.8M
Baader Bank Aktiengesellschaft 0.16% No change 2,500 $1.7M
O'shaughnessy Asset Management, LLC 0.01% Add +15.7% 2,485 $1.7M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.67% Add +14.0% 2,411 $1.7M
Brown Capital Management LLC 0.04% Reduce -46.4% 2,346 $1.6M
Pier 88 Investment Partners LLC 1.98% Add +217.8% 2,320 $1.6M
Connective Capital Management, LLC 1.86% New 2,288 $1.6M
E. Ohman J:or Asset Management AB 0.04% Add +13.0% 2,260 $1.6M
Paloma Partners Management Co 0.14% Reduce -68.1% 2,234 $1.6M
Guggenheim Capital LLC 0.01% Reduce -7.5% 2,209 $1.5M
Cibc World Markets Corp. 0.01% Reduce -21.7% 2,208 $1.5M
Bryce Point Capital, LLC 0.44% — 2,194 $1.5M
Moore Capital Management, LP 0.03% New 2,158 $1.5M
Profund Advisors LLC 0.05% Add +0.1% 2,157 $1.5M
Alps Advisors Inc. 0.01% Reduce -19.4% 2,156 $1.5M
DAVENPORT & Co LLC 0.01% Reduce -10.7% 2,142 $1.5M
CIBC Asset Management Inc 0.00% Add +13.2% 2,139 $1.5M
Retireful, LLC 0.83% New 2,110 $1.5M
Kintegral Advisory, LLC 0.14% Reduce -4.5% 2,106 $1.5M
Natixis 0.01% Reduce -45.4% 2,090 $1.5M
Mercer Global Advisors Inc. 0.00% Add +28.5% 2,087 $1.5M
Avitas Wealth Management LLC 0.20% Add +0.8% 2,038 $1.4M
Chicago Partners Investment Group LLC 0.05% Reduce -24.1% 1,995 $1.4M
Flagship Harbor Advisors, LLC 0.07% Reduce -0.2% 2,012 $1.4M
Lido Advisors, LLC 0.01% Add +78.8% 1,976 $1.4M
B.O.S.S. Retirement Advisors, LLC 0.38% New 1,953 $1.4M
Wbi Investments, LLC 0.34% New 1,948 $1.4M
Captrust Financial Advisors 0.00% Add +41.8% 1,933 $1.3M
Harvest Fund Management Co., Ltd 0.06% Add +6327.6% 1,864 $1.3M
Ellevest, Inc. 0.07% Reduce -24.6% 1,850 $1.3M
Snowden Capital Advisors LLC 0.04% Add +3.9% 1,834 $1.3M
Generali Asset Management SPA SGR 0.03% — 1,828 $1.3M
Mgo One Seven LLC 0.05% Reduce -4.3% 1,826 $1.3M
Park Avenue Securities LLC 0.01% Add +27.3% 1,811 $1.3M
Bouvel Investment Partners, LLC 0.45% Add +2.0% 1,807 $1.3M
Independent Advisor Alliance 0.02% Add +10.6% 1,792 $1.2M
Stephens Inc. 0.02% Reduce -0.7% 1,788 $1.2M
Ostrum Asset Management 0.11% Add +5.6% 1,785 $1.2M
Sovereign's Capital Management, LLC 0.78% — 1,757 $1.2M
Gilbert & Cook, Inc. 0.17% Reduce -0.5% 1,755 $1.2M
Aviso Wealth Management 0.61% Reduce -2.7% 1,714 $1.2M
May Hill Capital, LLC 0.46% — 1,702 $1.2M
Susquehanna Fundamental Investments, LLC 0.02% — 1,700 $1.2M
McAdam, LLC 0.06% No change 1,671 $1.2M
Tokio Marine Asset Management Co. Ltd. 0.04% Add +6.9% 1,651 $1.2M
Nicholas Investment Partners, LP 0.11% Add +108.5% 1,635 $1.1M
First Hawaiian Bank 0.04% No change 1,600 $1.1M
Qtron Investments LLC 0.16% Reduce -1.2% 1,590 $1.1M
Guerra Pan Advisors, LLC 0.80% No change 1,584 $1.1M
Peterson Wealth Services 0.34% Add +6.0% 1,577 $1.1M
Steward Partners Investment Advisory, LLC 0.01% Add +0.4% 1,568 $1.1M
Integrated Wealth Concepts LLC 0.01% Add +21.9% 1,552 $1.1M
Harbor Capital Advisors, Inc. 0.05% Reduce -27.9% 1,552 $1.1M
APG Asset Management US Inc. 0.01% New 1,536 $1.1M
Blair William & Co. 0.00% Reduce -18.0% 1,526 $1.1M
Atria Wealth Solutions, Inc. 0.01% Reduce -0.7% 1,509 $1.1M
Valliance Asset Management Ltd 3.50% New 1,500 $1.0M
Sheets Smith Investment Management 0.89% — 1,500 $1.0M
Walleye Capital LLC 0.01% Reduce -90.3% 1,492 $1.0M
Venturi Wealth Management, LLC 0.05% Add +13454.5% 1,491 $1.0M
Ridgewood Investments LLC 0.50% Reduce -0.5% 1,485 $1.0M
AlphaQuest LLC 0.14% Add +69.2% 1,474 $1.0M
Zacks Investment Management 0.01% Reduce -0.2% 1,467 $1.0M
Envestnet Portfolio Solutions, Inc. 0.00% Add +11.0% 1,458 $1.0M
Praxis Investment Management Inc. 0.07% New 1,450 $1.0M
NewEdge Wealth, LLC 0.02% Add +0.2% 1,445 $1.0M
Allstate Corp. 0.03% New 1,444 $1.0M
Regal Investment Advisors LLC 0.08% Add +11.6% 1,434 $999K
DGS Capital Management, LLC 0.25% No change 1,423 $992K
Interval Partners, LP 0.03% Reduce -79.5% 1,402 $977K
DC Investments Management, LLC 0.64% No change 1,400 $975K
Cambridge Investment Research Advisors, Inc. 0.00% Add +24.0% 1,390 $969K
Wincap Financial LLC 0.99% — 1,390 $969K
Burney Co./ 0.03% Reduce -11.9% 1,390 $969K
Kraematon Investment Advisors, Inc. 0.95% Reduce -3.8% 1,385 $965K
Fortis Group Advisors, LLC 0.18% Add +13.0% 1,359 $947K
Private Advisor Group, LLC 0.01% Add +1.7% 1,350 $941K
Juncture Wealth Strategies, LLC 0.35% Add +3.1% 1,349 $940K
&partners 0.01% Add +28.1% 1,321 $935K
Advisors Asset Management, Inc. 0.02% Reduce -5.5% 1,336 $931K
Susquehanna International Group, LLP 0.00% Add +6.5% 1,335 $930K
Diversified Trust Co. 0.02% Add +103.8% 1,300 $906K
Knights of Columbus Asset Advisors LLC 0.06% Reduce -53.7% 1,297 $904K
Summit Global Investments 0.06% Add +1.4% 1,275 $889K
Intech Investment Management LLC 0.01% Reduce -54.6% 1,266 $882K
Stanley-Laman Group, Ltd. 0.12% Reduce -5.0% 1,252 $872K
Metis Global Partners, LLC 0.03% Reduce -7.6% 1,252 $872K
Moran Wealth Management, LLC 0.03% Reduce -3.5% 1,240 $864K
Mayflower Financial Advisors, LLC 0.13% New 1,237 $862K
IFP Advisors, Inc 0.03% Add +9.8% 1,212 $844K
Perpetual Ltd 0.01% Reduce -16.9% 1,209 $842K
Shell Asset Management Co. 0.04% Reduce -7.3% 1,202 $838K
Motley Fool Asset Management LLC 0.04% Add +16.8% 1,201 $837K
Fifth Third Bancorp 0.00% Reduce -0.8% 1,185 $826K
Pallas Capital Advisors LLC 0.03% Add +1.9% 1,146 $798K
Ontario Teachers Pension Plan Board 0.01% New 1,127 $785K
Jupiter Asset Management Ltd. 0.01% Reduce -39.3% 1,121 $781K
Vident Advisory, LLC 0.01% Reduce -25.5% 1,107 $771K
Legacy Advisors, LLC 0.07% Reduce -6.2% 1,074 $748K
Values First Advisors, Inc. 0.40% Reduce -14.2% 1,050 $732K
Redwood Investments, LLC 0.20% No change 1,048 $730K
Battery Global Advisors, LLC 0.39% No change 1,041 $725K
Armstrong Advisory Group, Inc. 0.06% No change 1,041 $725K
PUREfi Wealth, LLC 0.69% — 1,015 $707K
Choreo, LLC 0.01% Reduce -44.2% 1,004 $702K
Fulton Bank, N.A. 0.03% Add +8.0% 1,005 $700K
Banco BTG Pactual S.A. 0.16% Add +33.7% 1,000 $697K
UniSuper Management Pty Ltd 0.01% Reduce -9.1% 1,000 $697K
Signaturefd, LLC 0.01% Add +0.4% 996 $694K
LBP Am SA 0.01% Reduce -89.1% 990 $690K
Tower Research Capital LLC (TRC) 0.01% Add +215.1% 983 $685K
Beck Bode, LLC 0.13% Reduce -28.0% 983 $685K
V-Square Quantitative Management LLC 0.10% Add +5.4% 979 $682K
Raiffeisen Bank International AG 0.01% — 966 $676K
Magnetar Financial LLC 0.02% Reduce -91.4% 938 $654K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -2.6% 932 $649K
National Bank of Canada 0.00% Add +64.5% 926 $645K
GraniteShares Advisors LLC 0.41% Reduce -34.6% 922 $642K
Ceera Investments, LLC 0.22% No change 920 $641K
Prime Capital Investment Advisors, LLC 0.01% Reduce -13.7% 913 $636K
Corebridge Financial, Inc. 0.00% Reduce -4.0% 901 $628K
Wrapmanager Inc. 0.16% Reduce -13.4% 878 $612K
New York Life Investment Management LLC 0.01% Add +6.3% 874 $609K
Merit Financial Group, LLC 0.01% New 865 $603K
Sax Wealth Advisors, LLC 0.05% Add +39.1% 857 $597K
Qsemble Capital Management, LP 0.08% Add +16.7% 853 $594K
Stonegate Investment Group, LLC 0.02% Reduce -81.8% 851 $593K
Cable Hill Partners, LLC 0.06% No change 850 $592K
Synergy Financial Group, LTD 0.49% Reduce -9.2% 847 $590K
Sequoia Financial Advisors, LLC 0.01% Add +21.7% 840 $585K
Redwood Financial Network Corp 0.43% Reduce -1.3% 836 $583K
Empowered Funds, LLC 0.01% Add +3.1% 833 $580K
Lecap Asset Management Ltd. 0.16% Reduce -85.4% 825 $575K
United Capital Financial Advisors, LLC 0.00% Reduce -2.1% 804 $560K
HighPoint Advisor Group LLC 0.03% Add +5.3% 714 $560K
Peak Financial Management, Inc. 0.17% Add +14.4% 794 $553K
HB Wealth Management, LLC 0.01% Reduce -7.5% 781 $544K
Coldstream Capital Management Inc. 0.01% Reduce -0.6% 778 $542K
Paces Ferry Wealth Advisors, LLC 0.26% Add +50.4% 770 $537K
Bleakley Financial Group, LLC 0.02% Add +0.1% 759 $529K
Meiji Yasuda Asset Management Co Ltd. 0.02% No change 756 $527K
Tairen Capital Ltd 0.08% Reduce -62.5% 750 $523K
Maven Securities LTD 0.08% Reduce -20.4% 741 $516K
Alta Wealth Advisors LLC 0.22% Reduce -62.8% 730 $509K
Northwestern Mutual Wealth Management Co. 0.00% Add +29.0% 720 $502K
Fourpath Capital Management, LLC 0.09% No change 720 $502K
Moody LYNN Lieberson & Walker, LLC 0.03% Add +58.6% 717 $500K
Greenland Capital Management LP 0.10% No change 715 $498K
Prosperity Financial Group, Inc. 0.25% Add +18.3% 712 $496K
Brighton Jones LLC 0.01% Add +1.0% 708 $493K
Meeder Advisory Services, Inc. 0.03% Reduce -2.5% 707 $493K
J.W. Cole Advisors, Inc. 0.02% Add +10.2% 704 $491K
Arcadia Investment Management Corp. 0.08% No change 700 $488K
Ossiam 0.01% Reduce -18.1% 696 $485K
Parallel Advisors, LLC 0.01% Add +7.0% 691 $481K
Kestra Advisory Services, LLC 0.00% Reduce -52.7% 684 $477K
Impact Capital Partners LLC 0.17% — 678 $472K
Vestmark Advisory Solutions, Inc. 0.02% Add +9.4% 677 $472K
Gotham Asset Management 0.00% New 676 $471K
J. Safra Sarasin Holding AG 0.01% Reduce -86.4% 655 $456K
Baldwin Wealth Partners LLC 0.03% No change 643 $448K
Yousif Capital Management, LLC 0.01% Add +0.8% 643 $448K
First Horizon Advisors, Inc. 0.01% Add +2.4% 638 $445K
SG Americas Securities, LLC 0.00% Reduce -87.4% 633 $441K
Sheets Smith Wealth Management 0.05% New 623 $434K
Icon Wealth Advisors, LLC 0.04% Add +1.8% 621 $433K
Group One Trading LLC 0.01% Reduce -49.7% 620 $432K
Winthrop Advisory Group LLC 0.05% Reduce -2.4% 607 $423K
Blue Trust, Inc. 0.01% Reduce -16.3% 603 $420K
Accredited Investors Inc. 0.02% Add +26.4% 598 $417K
Cordgrass Capital Advisors, LLC 0.12% No change 597 $416K
Emerald Advisers, LLC 0.02% Add +0.2% 597 $416K
Harbour Investments, Inc. 0.01% Add +0.7% 597 $416K
OneDigital Investment Advisors LLC 0.00% Add +0.8% 596 $415K
Oak Ridge Investments LLC 0.03% New 587 $409K
Menard Financial Group LLC 0.24% New 580 $404K
Maverick Capital 0.01% Reduce -80.8% 570 $397K
Ballentine Partners, LLC 0.01% Add +4.6% 564 $393K
Brown Brothers Harriman & Co. 0.00% Add +1.4% 563 $392K
Quantessence Capital LLC 0.16% — 562 $392K
Stratos Wealth Partners, LTD. 0.01% Add +1.3% 561 $391K
Townsquare Capital LLC 0.00% Reduce -16.8% 556 $387K
Campbell & CO Investment Adviser LLC 0.03% New 545 $380K
Ascentis Independent Advisors 0.07% Reduce -1.3% 538 $375K
Avantax Advisory Services, Inc. 0.00% Reduce -2.7% 537 $374K
Cannon Advisors, Inc. 0.32% Add +4.3% 534 $372K
Berkshire Asset Management LLC 0.02% Reduce -0.2% 505 $367K
Howard Bailey Securities, LLC 0.13% Reduce -6.1% 521 $363K
Caprock Group, LLC 0.01% Reduce -23.0% 518 $361K
Benedict Financial Advisors Inc. 0.09% No change 515 $359K
Founders Financial Securities LLC 0.03% Add +4.5% 515 $359K
Quantbot Technologies LP 0.01% New 515 $359K
Siemens Fonds Invest GmbH 0.04% No change 512 $358K
Horizon Investments, LLC 0.01% Add +4.3% 514 $358K
Cigna Investments Inc. 0.06% No change 511 $356K
GPS Wealth Strategies Group, LLC 0.05% Add +0.2% 509 $355K
Fiduciary Trust Co 0.00% New 502 $350K
Smith Salley Wealth Management 0.02% New 500 $348K
Sherbrooke Park Advisers LLC 0.11% Reduce -66.2% 483 $337K
Welch & Forbes LLC 0.00% Reduce -4.9% 481 $335K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -11.3% 480 $334K
SageView Advisory Group, LLC 0.01% New 480 $334K
MIG Capital, LLC 0.03% New 477 $332K
Rappaport Reiches Capital Management, LLC 0.08% Add +2.4% 471 $328K
Claret Asset Management Corp 0.05% Add +0.4% 470 $327K
Global Strategic Investment Solutions, LLC 0.04% No change 465 $324K
Twelve Points Wealth Management LLC 0.09% New 462 $322K
Dorsey & Whitney Trust CO LLC 0.02% Add +1.3% 459 $320K
Teacher Retirement System of Texas 0.00% New 457 $318K
QRG Capital Management, Inc. 0.00% New 452 $315K
Plato Investment Management Ltd 0.02% No change 448 $313K
Sunbelt Securities, Inc. 0.03% Add +8.0% 445 $311K
Empower Advisory Group, LLC 0.00% Reduce -38.4% 441 $307K
Point72 (DIFC) Ltd 0.03% Reduce -83.7% 430 $299K
Huntleigh Advisors, Inc. 0.06% — 429 $299K
Hilltop Holdings Inc. 0.02% Add +7.6% 425 $296K
Affinity Capital Advisors, LLC 0.05% No change 416 $292K
Compass Capital Corp. /Ma/ 0.11% — 392 $291K
Huntington National Bank 0.00% Add +9.4% 417 $291K
Landscape Capital Management, L.L.C. 0.03% New 416 $290K
Bellwether Advisors, LLC 0.05% Reduce -94.7% 416 $290K
Ariadne Wealth Management, LP 0.13% Add +6.9% 358 $288K
Capital Investment Advisory Services, LLC 0.03% Reduce -0.5% 410 $286K
Forum Financial Management, LP 0.00% New 406 $283K
Fifth Third Wealth Advisors LLC 0.02% Add +0.5% 404 $281K
Koshinski Asset Management, Inc. 0.02% Add +3.3% 402 $280K
Williams Jones Wealth Management, LLC. 0.00% No change 402 $280K
1776 Wealth LLC 0.13% New 400 $279K
All Terrain Financial Advisors, LLC 0.11% No change 400 $279K
Flaharty Asset Management, LLC 0.04% No change 400 $279K
Andra AP-fonden 0.00% Reduce -98.7% 400 $279K
Wedbush Securities Inc. 0.01% Add +3.4% 393 $274K
First Affirmative Financial Network 0.16% Reduce -3.0% 391 $273K
Fi3 FINANCIAL ADVISORS, LLC 0.10% Reduce -10.8% 388 $270K
Impact Investors, Inc 0.21% — 387 $270K
Apollon Wealth Management, LLC 0.01% New 385 $268K
Everpar Advisors LLC 0.13% New 383 $267K
Wolff Wiese Magana LLC 0.17% Reduce -4.0% 379 $264K
Wealth Alliance, LLC 0.03% Reduce -4.9% 367 $256K
Acima Private Wealth, LLC 0.09% No change 366 $255K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 366 $255K
Focused Wealth Management, Inc 0.03% Reduce -5.3% 361 $252K
Prelude Capital Management, LLC 0.02% Reduce -18.0% 360 $251K
Centurion Wealth Management LLC 0.08% New 354 $247K
Earned Wealth Advisors, LLC 0.08% Add +66.3% 351 $245K
Resonant Capital Advisors, LLC 0.02% New 351 $245K
Congress Asset Management Co. 0.00% New 346 $241K
First National Corp. /Ma/ 0.05% New 345 $240K
HHM Wealth Advisors, LLC 0.03% Add +0.6% 345 $240K
Bridges Investment Management Inc. 0.00% New 342 $238K
Strategic Wealth Partners, Ltd. 0.02% New 290 $238K
Catalyst Financial Partners LLC 0.04% Reduce -35.6% 334 $233K
GTS Securities LLC 0.01% Reduce -28.2% 334 $233K
Waverly Advisors, LLC 0.00% New 334 $233K
Mount Lucas Management LP 0.08% Reduce -17.6% 333 $232K
Insigneo Advisory Services, LLC 0.02% Reduce -35.1% 333 $232K
HUB Investment Partners, LLC 0.01% New 329 $229K
Certuity, LLC 0.02% New 326 $227K
Avestar Capital, LLC 0.02% New 325 $226K
World Investment Advisors 0.01% New 324 $226K
Evergreen Capital Management LLC 0.01% New 318 $222K
Destiny Wealth Partners, LLC 0.04% New 316 $220K
Park Square Financial Group, LLC 0.15% — 315 $219K
Vise Technologies, Inc. 0.02% New 314 $219K
Everhart Financial Group, Inc. 0.04% New 312 $217K
Crossmark Global Holdings, Inc. 0.00% Reduce -29.5% 311 $217K
Private Portfolio Partners LLC 0.04% New 311 $217K
American Trust 0.02% New 310 $216K
Csenge Advisory Group 0.01% New 307 $214K
Composition Wealth, LLC 0.00% New 307 $214K
Bessemer Group Inc. 0.00% Add +3.4% 303 $211K
Jones Financial Companies LLLP 0.00% Add +41.1% 302 $210K
Gries Financial LLC 0.04% New 301 $210K
Private Wealth Partners, LLC 0.02% New 300 $209K
Callan Family Office, LLC 0.01% New 300 $209K
Graypoint LLC 0.01% New 298 $208K
EverSource Wealth Advisors, LLC 0.01% Reduce -24.0% 297 $207K
TrinityPoint Wealth, LLC 0.03% New 296 $206K
Kestra Investment Management, LLC 0.01% Reduce -31.6% 296 $206K
Mutual Advisors, LLC 0.01% New 287 $206K
TFC Financial Management, Inc. 0.03% No change 294 $205K
Institute for Wealth Management, LLC. 0.03% New 294 $205K
Thoroughbred Financial Services, LLC 0.01% New 292 $203K
Provenance Wealth Advisors, LLC 0.02% No change 276 $192K
Clearstead Advisors, LLC 0.00% Reduce -0.4% 276 $192K
Smartleaf Asset Management LLC 0.02% Add +52.5% 270 $189K
iA Global Asset Management Inc. 0.00% Reduce -35.6% 270 $188K
SBI Securities Co., Ltd. 0.01% — 265 $185K
Quent Capital, LLC 0.02% Reduce -0.8% 259 $180K
Mather Group, Llc. 0.00% Add +36.7% 257 $179K
Farther Finance Advisors, LLC 0.01% Add +5.4% 255 $178K
R Squared Ltd 0.17% — 250 $174K
J.Safra Asset Management Corp 0.01% Add +72.2% 248 $173K
CI Investments Inc. 0.00% Add +74.1% 249 $173K
Natixis Investment Managers International 0.01% Reduce -13.4% 246 $171K
Headlands Technologies LLC 0.02% New 229 $160K
GAMMA Investing LLC 0.01% Add +16.9% 221 $154K
Oarsman Capital, Inc. 0.03% Reduce -36.0% 213 $148K
Ancora Advisors LLC 0.00% Add +1.5% 205 $142K
Bayforest Capital Ltd 0.18% — 203 $141K
CKW Financial Group 0.02% No change 203 $141K
Acropolis Investment Management, LLC 0.01% No change 199 $139K
Covestor Ltd 0.08% Add +65.8% 194 $135K
Aventura Private Wealth, LLC 0.07% — 190 $132K
Ramirez Asset Management, Inc. 0.03% No change 190 $132K
Salem Investment Counselors Inc. 0.00% No change 189 $132K
Caitong International Asset Management Co., Ltd 0.12% — 175 $122K
AdvisorNet Financial, Inc 0.01% Add +6.7% 175 $122K
Lazard Asset Management LLC 0.00% Add +3.6% 172 $119K
Adirondack Trust Co. 0.04% No change 160 $111K
Brooklyn Investment Group 0.03% Add +1.9% 157 $109K
Global Retirement Partners, LLC 0.00% Add +29.8% 157 $109K
TD Waterhouse Canada Inc. 0.00% Add +15.4% 157 $109K
LRI Investments, LLC 0.01% No change 157 $109K
Allworth Financial LP 0.00% Add +14.6% 149 $109K
MAI Capital Management 0.00% New 150 $105K
Eastern Bank 0.00% No change 150 $105K
Concourse Financial Group Securities, Inc. 0.01% Add +2.9% 143 $104K
Northwest & Ethical Investments L.P. 0.00% New 150 $104K
Lindbrook Capital, LLC 0.01% Add +5.1% 145 $101K
Harbor Investment Advisory, LLC 0.01% Reduce 0.0% 89,560 $99K
GeoWealth Management, LLC 0.00% Add +6.0% 141 $98K
True Wealth Design, LLC 0.03% Add +8.6% 127 $88K
Hazlett, Burt & Watson, Inc. 0.04% Add +3.3% 124 $87K
Leonteq Securities AG 0.01% Reduce -75.4% 124 $86K
Quadrant Capital Group LLC 0.01% Reduce -8.4% 120 $84K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +140.0% 120 $84K
Asset Dedication, LLC 0.01% No change 118 $82K
Loomis Sayles & Co. L P 0.00% New 117 $82K
CVA Family Office, LLC 0.01% Add +10.5% 116 $81K
Principal Securities, Inc. 0.00% Add +17.2% 116 $81K
Truvestments Capital LLC 0.02% Reduce -23.1% 110 $77K
Montag A & Associates Inc. 0.00% Add +1.0% 104 $72K
Manchester Capital Management LLC 0.01% No change 103 $72K
Hantz Financial Services, Inc. 0.00% Reduce -21.9% 96 $67K
Whittier Trust Co. of Nevada Inc. 0.00% No change 93 $65K
WPG Advisers, LLC 0.06% — 91 $63K
Versant Capital Management, Inc 0.01% Add +13.7% 83 $58K
Tobam 0.02% Reduce -61.3% 79 $55K
TrinityBridge Ltd 0.00% No change 73 $51K
Friedenthal Financial 0.03% New 72 $50K
Sandy Spring Bank 0.00% No change 70 $49K
Parkside Financial Bank & Trust 0.01% Add +19.6% 67 $47K
Pension & Wealth Management Advisors, Inc. 0.02% New 64 $45K
Geneos Wealth Management Inc. 0.00% Add +8.5% 64 $45K
Colonial Trust Co / SC 0.01% Add +111.1% 57 $40K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -30.5% 57 $40K
Crewe Advisors LLC 0.01% Reduce -48.5% 53 $37K
Murphy & Mullick Capital Management Corp 0.03% — 52 $36K
AlphaCentric Advisors LLC 0.03% Reduce -15.3% 50 $35K
2UniFi Bank 0.02% — 50 $35K
Aster Capital Management (DIFC) Ltd 0.01% Add +213.3% 47 $33K
Wilmington Savings Fund Society, FSB 0.00% No change 47 $33K
Coppell Advisory Solutions LLC 0.00% Add +91.7% 46 $32K
MassMutual Private Wealth & Trust, FSB 0.00% Add +73.1% 45 $31K
Arax Advisory Partners 0.00% Add +15.8% 44 $31K
Riverview Trust Co 0.03% No change 44 $31K
Bell Investment Advisors, Inc 0.01% Reduce -2.2% 44 $31K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -8.3% 44 $31K
Hexagon Capital Partners LLC 0.01% Add +1333.3% 43 $30K
Larson Financial Group LLC 0.00% Add +168.8% 43 $30K
MCF Advisors LLC 0.00% No change 40 $28K
Elequin Capital, LP 0.00% New 39 $27K
Smithfield Trust Co 0.00% No change 38 $26K
Financial Gravity Companies, Inc. 0.01% New 32 $22K
Stonebridge Financial Group, LLC 0.00% — 32 $22K
Birchbrook, Inc. 0.01% Reduce -14.3% 30 $21K
NFSG Corp 0.01% New 30 $21K
Meeder Asset Management Inc. 0.00% New 30 $21K
Ameritas Investment Partners, Inc. 0.00% No change 30 $21K
Tower View Wealth Management LLC 0.01% No change 27 $19K
Private Wealth Management Group, LLC 0.01% No change 27 $19K
Fortitude Family Office, LLC 0.01% Reduce -3.6% 27 $19K
Private Trust Co. NA 0.00% Add +3.9% 27 $19K
Cullen/Frost Bankers, Inc. 0.00% Reduce -33.3% 26 $18K
GW&K Investment Management, LLC 0.00% No change 26 $18K
Accredited Wealth Management, LLC 0.02% — 25 $17K
Global Financial Private Client, LLC 0.01% No change 25 $17K
Game Plan Financial Advisors, LLC 0.01% Add +400.0% 25 $17K
Whittier Trust Co. 0.00% New 22 $15K
SRH Advisors, LLC 0.00% No change 21 $15K
MV Capital Management, Inc. 0.00% Add +5.3% 20 $14K
Promus Capital, LLC 0.01% — 20 $14K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +18.8% 19 $14K
Rakuten Securities, Inc. 0.01% Reduce -29.6% 19 $13K
Capital A Wealth Management, LLC 0.02% — 18 $13K
Zions Bancorporation, N.A. 0.00% No change 18 $13K
WASHINGTON TRUST Co 0.00% Add +260.0% 18 $13K
Capital Advisors, Ltd. LLC 0.00% No change 17 $12K
Grove Bank & Trust 0.00% No change 17 $12K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -85.2% 17 $12K
Bfsg, LLC 0.00% No change 16 $11K
Concord Wealth Partners 0.00% No change 16 $11K
Transce3nd, LLC 0.00% — 15 $10K
Whipplewood Advisors, LLC 0.01% — 14 $10K
Beacon Capital Management, LLC 0.00% Reduce -26.3% 14 $10K
Cornerstone Planning Group LLC 0.00% No change 12 $9K
West Branch Capital LLC 0.00% No change 13 $9K
GHP Investment Advisors, Inc. 0.00% No change 13 $9K
Hemington Wealth Management 0.00% Add +30.0% 13 $9K
Tanglewood Legacy Advisors, LLC 0.00% No change 12 $8K
Capital Analysts, LLC 0.00% Reduce -8.3% 11 $8K
CENTRAL TRUST Co 0.00% Add +266.7% 11 $8K
Sachetta, LLC 0.00% No change 11 $8K
Sound Income Strategies, LLC 0.00% No change 11 $8K
Berbice Capital Management LLC 0.01% — 10 $7K
Pineridge Advisors LLC 0.00% New 10 $7K
Berkshire Capital Holdings Inc. 0.00% No change 10 $7K
Quarry LP 0.00% Reduce -93.4% 10 $7K
Toth Financial Advisory Corp. 0.00% No change 10 $7K
CoreCap Advisors, LLC 0.00% Add +900.0% 10 $7K
Avior Wealth Management, LLC 0.00% Add +100.0% 10 $7K
State of Wyoming 0.00% Reduce -43.8% 9 $6K
Continuum Advisory, LLC 0.00% No change 9 $6K
Creative Financial Designs Inc. 0.00% Reduce -10.0% 9 $6K
Ogorek Anthony Joseph /NY/ 0.00% No change 10 $6K
Caitlin John, LLC 0.00% No change 8 $6K
Westside Investment Management, Inc. 0.00% No change 8 $6K
Bogart Wealth, LLC 0.00% No change 8 $6K
Abound Wealth Management 0.00% No change 7 $5K
JFS Wealth Advisors, LLC 0.00% No change 7 $5K
Sierra Ocean, LLC 0.00% — 6 $4K
Park Place Capital Corp 0.00% No change 6 $4K
Mascoma Wealth Management LLC 0.00% New 6 $4K
Raffa Wealth Management, LLC 0.00% No change 6 $4K
Stephens Consulting, LLC 0.00% No change 5 $3K
Golden State Wealth Management, LLC 0.00% — 5 $3K
Center for Financial Planning, Inc. 0.00% No change 5 $3K
Avion Wealth 0.00% No change 5 $3K
Blume Capital Management, Inc. 0.00% No change 4 $3K
Prestige Wealth Management Group LLC 0.00% No change 4 $3K
FSA Wealth Management LLC 0.00% No change 4 $3K
Rosenberg Matthew Hamilton 0.00% Reduce -50.0% 4 $3K
WealthCollab, LLC 0.00% No change 3 $2K
Cassady Schiller Wealth Management, LLC 0.00% New 3 $2K
PEAK6 LLC 0.00% — 2 $1K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 2 $1K
Principia Wealth Advisory, LLC 0.00% — 2 $1K
WealthTrak Capital Management LLC 0.00% — 2 $1K
Addison Advisors LLC 0.00% No change 2 $1K
Key Financial Inc 0.00% No change 2 $1K
SJS Investment Consulting Inc. 0.00% New 2 $1K
Rothschild Investment LLC 0.00% No change 2 $1K
TD Private Client Wealth LLC 0.00% New 2 $1K
Allspring Global Investments Holdings, LLC 0.00% Reduce -100.0% 2 $1K
Riggs Asset Managment Co. Inc. 0.00% No change 1 $700
Clear Investment Research, LLC 0.00% No change 1 $697
MPWM Advisory Solutions, LLC 0.00% — 1 $697
Clark Wealth Partners 0.00% — 1 $697
Cape Investment Advisory, Inc. 0.00% New 1 $697
Painted Porch Advisors LLC 0.00% No change 1 $697
Highline Wealth Partners LLC 0.00% New 1 $697
DiNuzzo Private Wealth, Inc. 0.00% New 1 $697
Trust Co. of Vermont 0.00% No change 1 $697
Pacer Advisors, Inc. 0.00% Reduce -50.0% 1 $697
Winnacle Wealth LLC 0.00% — 1 $574
FNY Investment Advisers, LLC 0.00% Reduce -99.9% 1 $0
Wood Tarver Financial Group, LLC 0.00% — 1 $0

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