HubSpotHUBS
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 788 institutions reported holding HubSpot Inc. (HUBS) in their 13F filings, down 18 from Q1 2025. 82 opened new positions and 101 sold out. The largest holders were Vanguard Group Inc. ($3.0B), T. Rowe Price Associates Inc. ($2.3B) and BlackRock, Inc. ($2.0B). 10 famous investors held it, including Alex Sacerdote (1.2% of Whale Rock Capital Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- HubSpot Inc.
- CUSIP
- 443573100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $403.0M |
| Exits | 101 | $307.1M |
All 13F filers, Q1 2025 → Q2 2025: 6,093,395 shares bought and 6,545,576 shares sold, net −452,181 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 788 holders
| Vanguard Group Inc. | 0.05% | Add +2.8% | 5,391,241 | $3.0B |
| T. Rowe Price Associates Inc. | 0.26% | Reduce -15.7% | 4,139,714 | $2.3B |
| BlackRock, Inc. | 0.04% | Add +3.5% | 3,620,823 | $2.0B |
| JPMorgan Chase & Co. | 0.14% | Add +1.8% | 3,573,295 | $2.0B |
| FMR LLC | 0.07% | Reduce -38.2% | 2,313,627 | $1.3B |
| Wellington Management Group LLP | 0.19% | Add +27.6% | 1,828,737 | $1.0B |
| Franklin Resources Inc. | 0.19% | Add +15.3% | 1,297,038 | $722.0M |
| State Street Corp. | 0.02% | Add +2.6% | 1,127,537 | $627.6M |
| Janus Henderson Group PLC | 0.27% | Add +99.6% | 973,265 | $541.8M |
| Geode Capital Management, LLC | 0.04% | Add +4.3% | 925,938 | $513.9M |
| Clearbridge Investments, LLC | 0.38% | Reduce -11.7% | 832,764 | $463.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.09% | Add +23.5% | 817,210 | $454.9M |
| Jennison Associates LLC | 0.26% | Add +548.6% | 794,677 | $442.3M |
| Massachusetts Financial Services Co. | 0.12% | Reduce -27.9% | 669,197 | $372.5M |
| Durable Capital Partners LP | 2.53% | Reduce -29.1% | 600,539 | $334.3M |
| Pictet Asset Management Holding SA | 0.32% | Add +12.5% | 566,231 | $315.2M |
| Bank of New York Mellon Corp | 0.06% | Reduce -11.2% | 548,194 | $305.1M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -2.7% | 523,807 | $291.6M |
| Morgan Stanley | 0.02% | Add +34.3% | 490,343 | $272.9M |
| Norges Bank | 0.03% | Add +1.7% | 484,956 | $269.9M |
| Two Sigma Advisers, LP | 0.49% | Add +119.2% | 432,915 | $241.0M |
| Two Sigma Investments, LP | 0.43% | Add +78.0% | 411,125 | $228.8M |
| Bank of America Corp. | 0.02% | Add +11.7% | 407,479 | $226.8M |
| Qube Research & Technologies Ltd | 0.31% | Add +98.2% | 405,387 | $225.7M |
| Alliancebernstein L.P. | 0.07% | Add +35.0% | 376,076 | $209.3M |
| Northern Trust Corp. | 0.03% | Add +3.6% | 362,497 | $201.8M |
| Legal & General Group Plc | 0.05% | Add +2.1% | 342,617 | $190.7M |
| Neuberger Berman Group LLC | 0.14% | Add +166.2% | 321,679 | $179.1M |
| American Century Companies Inc. | 0.10% | Add +5.6% | 313,914 | $174.7M |
| Macquarie Group Ltd. | 0.21% | Reduce -18.6% | 311,174 | $173.2M |
| First Trust Advisors LP | 0.14% | Reduce -6.2% | 305,757 | $170.2M |
| Invesco Ltd. | 0.03% | Reduce -68.8% | 305,383 | $170.0M |
| T. Rowe Price Investment Management, Inc. | 0.11% | New | 302,416 | $168.3M |
| AQR Capital Management | 0.13% | Reduce -15.5% | 288,859 | $160.8M |
| Amundi | 0.05% | Reduce -23.5% | 286,937 | $156.7M |
| Royal Bank of Canada | 0.03% | Add +37.5% | 255,946 | $142.5M |
| Federated Hermes, Inc. | 0.26% | Add +27.0% | 249,794 | $139.0M |
| Man Group plc | 0.31% | Add +563.4% | 249,155 | $138.7M |
| Raymond James Financial Inc. | 0.05% | Reduce -0.6% | 244,281 | $136.0M |
| Artisan Partners Limited Partnership | 0.20% | Reduce -22.5% | 240,966 | $134.1M |
| TimesSquare Capital Management, LLC | 1.92% | Add +9.9% | 239,598 | $133.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.3% | 235,194 | $130.9M |
| Voya Investment Management LLC | 0.13% | Reduce -63.6% | 209,367 | $116.5M |
| Millennium Management | 0.10% | Add +198.2% | 199,593 | $111.1M |
| Squarepoint Ops LLC | 0.24% | Add +503.0% | 194,678 | $108.4M |
| UBS Group AG | 0.02% | Reduce -12.4% | 194,599 | $108.3M |
| Gilder Gagnon Howe & Co. LLC | 1.04% | Reduce -9.4% | 175,906 | $97.9M |
| Jane Street Group, LLC | 0.15% | Add +128.3% | 161,988 | $90.2M |
| Nuveen, LLC | 0.02% | Reduce -9.3% | 158,622 | $88.3M |
| Arrowstreet Capital, Limited Partnership | 0.06% | Add +1.4% | 158,237 | $88.1M |
| Wells Fargo & Company | 0.02% | Add +16.7% | 155,386 | $86.5M |
| Swiss National Bank | 0.05% | Add +8.5% | 150,000 | $83.5M |
| Whale Rock Capital Management | 1.15% | Reduce -17.7% | 149,246 | $83.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -28.1% | 143,351 | $79.8M |
| CIBC Private Wealth Group LLC | 0.13% | Reduce -3.9% | 131,894 | $73.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +2.3% | 127,532 | $71.0M |
| Ensign Peak Advisors, Inc | 0.12% | Reduce -16.7% | 126,553 | $70.4M |
| Westfield Capital Management Co. LP | 0.29% | Reduce -24.8% | 125,407 | $69.8M |
| Danica Pension, Livsforsikringsaktieselskab | 1.15% | New | 123,645 | $68.8M |
| Panagora Asset Management Inc. | 0.30% | Add +0.7% | 120,458 | $67.1M |
| Deutsche Bank AG | 0.02% | Reduce -11.1% | 115,520 | $64.3M |
| Capital International Investors | 0.01% | Add +0.5% | 111,806 | $62.2M |
| Frontier Capital Management Co. LLC | 0.55% | Reduce -15.4% | 107,166 | $59.7M |
| State of Michigan Retirement System | 0.31% | No change | 106,400 | $59.2M |
| Citadel Advisors | 0.05% | Add +842.1% | 103,238 | $57.5M |
| D. E. Shaw & Co. | 0.06% | Add +115.8% | 101,480 | $56.5M |
| Dimensional Fund Advisors LP | 0.01% | Add +8.3% | 99,965 | $55.6M |
| Victory Capital Management Inc. | 0.04% | Add +270.4% | 99,485 | $55.3M |
| Jupiter Asset Management Ltd. | 0.46% | Add +8665.4% | 98,260 | $54.7M |
| Twinbeech Capital LP | 1.18% | Reduce -19.0% | 93,553 | $52.1M |
| Spyglass Capital Management LLC | 3.01% | Add +0.7% | 91,780 | $51.1M |
| Lord, Abbett & Co. LLC | 0.17% | Reduce -54.4% | 89,888 | $50.0M |
| Eventide Asset Management, LLC | 0.83% | Add +0.5% | 85,186 | $47.4M |
| California Public Employees Retirement System | 0.03% | Add +8.4% | 84,089 | $46.8M |
| Robeco Institutional Asset Management B.V. | 0.07% | Reduce -16.3% | 81,099 | $45.1M |
| KBC Group NV | 0.12% | Add +299.7% | 80,579 | $44.9M |
| Jump Financial, LLC | 0.56% | Add +491.0% | 80,085 | $44.6M |
| National Pension Service | 0.03% | Add +0.8% | 72,175 | $40.2M |
| California State Teachers Retirement System | 0.04% | Reduce -2.0% | 71,334 | $39.7M |
| Rhumbline Advisers | 0.03% | Add +0.9% | 68,306 | $38.0M |
| Engineers Gate Manager LP | 0.45% | Add +84.8% | 65,149 | $36.3M |
| TD Asset Management Inc | 0.03% | Add +11.0% | 64,337 | $35.8M |
| Russell Investments Group, Ltd. | 0.05% | Add +27.6% | 63,481 | $35.3M |
| Baird Financial Group, Inc. | 0.06% | Reduce -7.6% | 62,983 | $35.1M |
| Achmea Investment Management B.V. | 0.45% | Reduce -1.3% | 62,701 | $34.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -6.6% | 62,143 | $34.6M |
| Groupama Asset Managment | 0.57% | Add +86.9% | 60,901 | $33.5M |
| Edmond DE Rothschild Holding S.A. | 0.53% | Add +30.9% | 59,940 | $33.4M |
| Voloridge Investment Management, LLC | 0.11% | Reduce -27.8% | 55,725 | $31.0M |
| Allen Investment Management, LLC | 0.33% | Add +18.1% | 54,755 | $30.5M |
| Sei Investments Co. | 0.04% | Reduce -5.7% | 54,516 | $30.3M |
| Freestone Grove Partners LP | 0.22% | Add +121.2% | 53,133 | $29.6M |
| Capital Fund Management S.A. | 0.32% | Add +61.6% | 52,482 | $29.2M |
| State Board of Administration of Florida Retirement System | 0.05% | Add +3.3% | 52,293 | $29.1M |
| Geneva Capital Management LLC | 0.49% | Add +50.5% | 52,091 | $29.0M |
| Stifel Financial Corp. | 0.03% | Add +9.1% | 51,931 | $28.9M |
| Fisher Asset Management | 0.01% | Reduce -8.7% | 51,475 | $28.7M |
| Allianz Asset Management GmbH | 0.04% | Add +33.3% | 50,944 | $28.4M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +9.2% | 50,696 | $28.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.05% | Add +3.6% | 50,126 | $27.9M |
| Canada Pension Plan Investment Board | 0.02% | Reduce -24.7% | 48,234 | $26.8M |
| Quantbot Technologies LP | 0.68% | Add +1073.8% | 47,364 | $26.4M |
| Cadian Capital Management, LP | 1.35% | Reduce -25.0% | 43,200 | $24.0M |
| Sone Capital Management, LLC | 2.21% | Add +1604.4% | 43,003 | $23.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +5.8% | 42,986 | $23.9M |
| Rockefeller Capital Management L.P. | 0.05% | New | 42,372 | $23.6M |
| Public Employees Retirement Association of Colorado | 0.09% | Reduce -0.1% | 42,098 | $23.4M |
| Asset Management One Co., Ltd. | 0.07% | Reduce -26.4% | 42,002 | $23.4M |
| Renaissance Technologies | 0.03% | Add +3627.3% | 41,000 | $22.8M |
| Zevenbergen Capital Investments LLC | 0.43% | Reduce -3.8% | 39,910 | $22.2M |
| Citigroup Inc. | 0.01% | Add +40.2% | 38,319 | $21.3M |
| Granahan Investment Management, LLC | 0.85% | Add +9.8% | 37,345 | $20.8M |
| Susquehanna International Group, LLP | 0.03% | Add +249.5% | 37,125 | $20.7M |
| Aviva PLC | 0.04% | Reduce -10.9% | 37,093 | $20.6M |
| LPL Financial LLC | 0.01% | Reduce -0.7% | 36,410 | $20.3M |
| Aquatic Capital Management LLC | 0.40% | New | 35,796 | $19.9M |
| New York State Common Retirement Fund | 0.03% | Reduce -27.5% | 35,785 | $19.9M |
| Storebrand Asset Management As | 0.06% | Reduce -7.3% | 35,430 | $19.7M |
| Aberdeen Group plc | 0.03% | Add +7.8% | 34,605 | $19.3M |
| Norris Perne & French LLP | 1.31% | Reduce -0.1% | 33,605 | $18.7M |
| Andra AP-fonden | 0.25% | Add +71.6% | 32,585 | $18.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Add +12.4% | 32,215 | $17.9M |
| Primecap Management Co. | 0.01% | Reduce -28.6% | 32,150 | $17.9M |
| Barclays PLC | 0.01% | Reduce -11.2% | 31,627 | $17.6M |
| NDVR, Inc. | 15.89% | No change | 30,449 | $16.9M |
| BNP Paribas Financial Markets | 0.01% | Add +3.3% | 30,116 | $16.8M |
| Empire Life Investments Inc. | 1.05% | Add +31.5% | 29,612 | $16.5M |
| Y-Intercept (Hong Kong) Ltd | 0.40% | Add +169.5% | 29,520 | $16.4M |
| State of Wisconsin Investment Board | 0.04% | Reduce -2.4% | 28,997 | $16.1M |
| HSBC Holdings PLC | 0.01% | Add +16.0% | 28,760 | $16.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.07% | Add +1.1% | 27,795 | $15.5M |
| Korea Investment CORP | 0.03% | Reduce -35.5% | 27,436 | $15.3M |
| KLP Kapitalforvaltning As | 0.06% | Add +0.4% | 26,850 | $14.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | Reduce -3.5% | 26,605 | $14.8M |
| Forsta Ap-Fonden | 0.10% | Add +101.5% | 26,600 | $14.8M |
| Cooper Creek Partners Management LLC | 0.49% | Reduce -16.1% | 26,252 | $14.6M |
| Danske Bank A/S | 0.04% | Add +19.1% | 26,163 | $14.6M |
| APG Asset Management N.V. | 0.04% | Add +2.9% | 30,082 | $14.3M |
| Public Employees Retirement System of Ohio | 0.05% | Add +6.5% | 24,350 | $13.6M |
| Swedbank AB | 0.02% | Reduce -4.2% | 24,172 | $13.5M |
| Treasurer of the State of North Carolina | 0.04% | Add +4.8% | 23,754 | $13.2M |
| Royal London Asset Management Ltd. | 0.03% | Add +1.3% | 22,746 | $12.7M |
| Balyasny Asset Management L.P. | 0.03% | Reduce -71.1% | 22,494 | $12.5M |
| Armistice Capital, LLC | 0.47% | Add +83.6% | 22,104 | $12.3M |
| Polar Capital Holdings Plc | 0.06% | Reduce -85.0% | 22,070 | $12.3M |
| Alyeska Investment Group, L.P. | 0.04% | Reduce -81.1% | 21,468 | $11.9M |
| Susquehanna Portfolio Strategies, LLC | 0.26% | New | 21,324 | $11.9M |
| Moody LYNN Lieberson & Walker, LLC | 0.67% | Add +2038.1% | 20,953 | $11.7M |
| Aristotle Atlantic Partners, LLC | 0.35% | New | 20,735 | $11.5M |
| Edgestream Partners, L.P. | 0.32% | New | 20,688 | $11.5M |
| Oddo BHF Asset Management Sas | 0.43% | Add +48.7% | 20,501 | $11.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Reduce -39.0% | 20,259 | $11.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Reduce -9.6% | 20,145 | $11.2M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +6.0% | 20,084 | $11.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -33.0% | 19,279 | $10.7M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -35.5% | 19,230 | $10.7M |
| ExodusPoint Capital Management, LP | 0.13% | New | 19,168 | $10.7M |
| STRS Ohio | 0.04% | Add +3.3% | 19,104 | $10.6M |
| Worldquant Millennium Advisors LLC | 0.05% | New | 18,507 | $10.3M |
| Mn Services Vermogensbeheer B.V. | 0.07% | Add +6.9% | 18,500 | $10.3M |
| PEAK6 LLC | 0.34% | Add +267.8% | 18,171 | $10.1M |
| Bridgewater Associates | 0.04% | New | 18,054 | $10.0M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -56.4% | 16,981 | $9.5M |
| GDS Wealth Management | 0.68% | Add +79.7% | 16,796 | $9.3M |
| Resona Asset Management Co.,Ltd. | 0.05% | Add +7.1% | 16,713 | $9.3M |
| State of New Jersey Common Pension Fund D | 0.04% | Add +0.1% | 16,326 | $9.1M |
| Unisphere Establishment | 0.07% | Add +20.9% | 16,200 | $9.0M |
| Nordea Investment Management AB | 0.01% | Add +74.4% | 16,043 | $8.9M |
| Brown Advisory Inc. | 0.01% | Add +4.1% | 15,640 | $8.7M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.05% | Reduce -0.9% | 15,575 | $8.7M |
| Sit Investment Associates Inc. | 0.18% | Add +6.9% | 15,550 | $8.7M |
| Pinebridge Investments, L.P. | 0.07% | Add +17.7% | 15,396 | $8.6M |
| Kornitzer Capital Management Inc. | 0.17% | Add +25.0% | 15,000 | $8.3M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +3.9% | 14,966 | $8.3M |
| Arizona State Retirement System | 0.05% | Add +2.1% | 14,481 | $8.1M |
| MML Investors Services, LLC | 0.02% | Add +6.6% | 14,279 | $7.9M |
| ADAPT Investment Managers SA | 2.73% | New | 14,228 | $7.9M |
| Illinois Municipal Retirement Fund | 0.11% | Add +22.4% | 14,219 | $7.9M |
| Comerica Bank | 0.03% | Reduce -20.7% | 13,844 | $7.7M |
| Thematics Asset Management | 0.34% | Add +8.2% | 13,768 | $7.7M |
| Los Angeles Capital Management LLC | 0.03% | Add +24.1% | 13,228 | $7.4M |
| AXA S.A. | 0.02% | Reduce -68.9% | 12,916 | $7.2M |
| Trexquant Investment LP | 0.08% | Reduce -61.2% | 12,805 | $7.1M |
| Assetmark, Inc. | 0.02% | Add +0.3% | 12,667 | $7.1M |
| Slow Capital, Inc. | 0.84% | Add +3.2% | 12,275 | $6.8M |
| SG Americas Securities, LLC | 0.03% | Add +453.8% | 11,891 | $6.6M |
| Handelsbanken Fonder AB | 0.02% | Reduce -26.7% | 11,892 | $6.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.5% | 11,788 | $6.6M |
| Focus Partners Wealth | 0.01% | Reduce -2.8% | 11,784 | $6.6M |
| Abacus FCF Advisors LLC | 0.91% | New | 11,713 | $6.5M |
| Magnetar Financial LLC | 0.03% | Reduce -34.9% | 11,620 | $6.5M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.06% | Reduce -7.0% | 11,519 | $6.4M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.06% | Add +7.5% | 11,513 | $6.4M |
| Janney Capital Management LLC | 0.41% | Reduce -1.7% | 11,409 | $6.4M |
| Silvant Capital Management LLC | 0.24% | Add +13.4% | 11,267 | $6.3M |
| Ilmarinen Mutual Pension Insurance Co | 0.05% | Add +35.0% | 10,800 | $6.0M |
| Tidal Investments LLC | 0.04% | Add +270.8% | 10,791 | $6.0M |
| Truist Financial Corp. | 0.01% | Add +4.3% | 10,666 | $5.9M |
| Sterling Capital Management LLC | 0.08% | Reduce -21.6% | 10,587 | $5.9M |
| Xponance LLC | 0.05% | Add +5.6% | 10,337 | $5.8M |
| IFM Investors Pty Ltd | 0.05% | Add +6.0% | 10,312 | $5.7M |
| Bailard, Inc. | 0.13% | Reduce -14.4% | 10,193 | $5.7M |
| NorthCoast Asset Management LLC | 0.02% | Add +64.5% | 10,177 | $5.7M |
| Daiwa Securities Group Inc. | 0.02% | Add +96.7% | 10,113 | $5.6M |
| Teacher Retirement System of Texas | 0.02% | Add +10.8% | 10,034 | $5.6M |
| Alight Capital Management LP | 1.41% | Add +100.0% | 10,000 | $5.6M |
| Fred Alger Management, LLC | 0.02% | Reduce -26.3% | 9,911 | $5.5M |
| Quantinno Capital Management LP | 0.02% | Add +7.3% | 9,825 | $5.5M |
| Ieq Capital, LLC | 0.03% | Reduce -40.9% | 9,821 | $5.5M |
| Stanley-Laman Group, Ltd. | 0.80% | Reduce -8.8% | 9,654 | $5.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +19.2% | 9,533 | $5.3M |
| Freemont Management S.A. | 0.87% | Add +30.1% | 9,500 | $5.3M |
| Nebula Research & Development LLC | 0.44% | Add +68.9% | 9,389 | $5.2M |
| Baron Capital (BAMCO) | 0.01% | Reduce -72.6% | 9,302 | $5.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +0.3% | 9,101 | $5.1M |
| Toronto Dominion Bank | 0.01% | Add +22.1% | 9,010 | $5.0M |
| Investment Management Corp of Ontario | 0.07% | Reduce -30.7% | 8,855 | $4.9M |
| DNB Asset Management AS | 0.02% | Add +2.6% | 8,765 | $4.9M |
| USS Investment Management Ltd | 0.03% | No change | 8,754 | $4.9M |
| Quadrature Capital Ltd | 0.08% | Reduce -72.7% | 8,696 | $4.8M |
| Summit Global Investments | 0.28% | Add +732.4% | 8,532 | $4.7M |
| Creative Planning | 0.00% | Add +4.3% | 8,293 | $4.6M |
| Utah Retirement Systems | 0.05% | Add +0.4% | 8,232 | $4.6M |
| Harbour Capital Advisors, LLC | 0.96% | Reduce -0.2% | 8,344 | $4.6M |
| Curi Capital, LLC | 0.09% | Add +5.7% | 8,082 | $4.5M |
| OP Asset Management Ltd | 0.07% | Reduce -1.3% | 7,964 | $4.4M |
| Teachers Retirement System of the State of Kentucky | 0.04% | No change | 7,800 | $4.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Reduce -16.9% | 7,796 | $4.3M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +6.7% | 7,725 | $4.3M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +106.7% | 7,688 | $4.3M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Reduce -34.9% | 7,547 | $4.2M |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2.18% | Add +13.6% | 7,500 | $4.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -3.0% | 7,407 | $4.1M |
| Schroder Investment Management Group | 0.00% | Add +0.5% | 7,338 | $4.1M |
| F/m Investments LLC | 0.14% | Add +1.6% | 7,067 | $3.9M |
| Liontrust Investment Partners LLP | 0.06% | Add +32.4% | 7,047 | $3.9M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +3.3% | 7,036 | $3.9M |
| Swiss Life Asset Management Ltd | 0.02% | Add +7.0% | 6,995 | $3.9M |
| Cerity Partners LLC | 0.01% | Reduce -29.0% | 6,923 | $3.9M |
| Alberta Investment Management Corp | 0.03% | Add +6.3% | 6,800 | $3.8M |
| AMF Tjanstepension AB | 0.03% | No change | 6,782 | $3.8M |
| Mariner, LLC | 0.01% | Reduce -3.4% | 6,687 | $3.7M |
| Brevan Howard Capital Management LP | 0.04% | New | 6,648 | $3.7M |
| Baker Avenue Asset Management, LP | 0.10% | Add +4.5% | 6,537 | $3.6M |
| Exchange Traded Concepts, LLC | 0.05% | Add +16.1% | 6,528 | $3.6M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -14.3% | 6,515 | $3.6M |
| High Net Worth Advisory Group LLC | 0.95% | Reduce -3.9% | 6,481 | $3.6M |
| Cwm, LLC | 0.01% | Reduce -28.1% | 6,460 | $3.6M |
| Cabot Wealth Management Inc. | 0.42% | Add +0.5% | 6,404 | $3.6M |
| Mediolanum International Funds Ltd | 0.04% | Add +394.6% | 6,366 | $3.5M |
| Groupe la Francaise | 0.06% | New | 6,254 | $3.5M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +1.4% | 6,154 | $3.4M |
| Abn Amro Investment Solutions | 0.07% | Add +17.4% | 5,917 | $3.3M |
| XTX Topco Ltd | 0.14% | Add +168.4% | 5,895 | $3.3M |
| LGT Group Foundation | 0.04% | Reduce -5.4% | 5,826 | $3.2M |
| Centiva Capital, LP | 0.21% | Add +97.3% | 5,796 | $3.2M |
| Chilton Investment Co. Inc. | 0.07% | New | 5,599 | $3.1M |
| Knollwood Investment Advisory, LLC | 0.30% | No change | 5,595 | $3.1M |
| Legato Capital Management LLC | 0.36% | No change | 5,500 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -16.3% | 5,269 | $3.0M |
| Wasatch Advisors LP | 0.02% | Reduce -1.0% | 5,263 | $2.9M |
| Intellectus Partners, LLC | 0.63% | Reduce -2.8% | 5,241 | $2.9M |
| Sciencast Management LP | 0.60% | New | 5,197 | $2.9M |
| Alcosta Capital Management, Inc. | 1.60% | Reduce -0.4% | 5,143 | $2.9M |
| Vinva Investment Management Ltd | 0.07% | Add +30.3% | 5,096 | $2.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +15.1% | 5,027 | $2.8M |
| Jefferies Financial Group Inc. | 0.05% | Reduce -58.1% | 5,003 | $2.8M |
| Bokf, NA | 0.04% | Add +17.3% | 4,941 | $2.8M |
| 1832 Asset Management L.P. | 0.00% | Reduce -94.2% | 4,941 | $2.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -2.1% | 4,863 | $2.7M |
| Advisory Services Network, LLC | 0.04% | Reduce -10.4% | 5,208 | $2.7M |
| Mackenzie Financial Corp. | 0.00% | Add +44.8% | 4,842 | $2.7M |
| Penserra Capital Management LLC | 0.04% | Add +21.0% | 4,830 | $2.7M |
| Caisse de depot et placement du Quebec | 0.01% | Reduce -43.5% | 4,818 | $2.7M |
| Prudential PLC | 0.02% | Reduce -71.3% | 4,788 | $2.7M |
| NewEdge Advisors, LLC | 0.01% | Add +12.1% | 4,788 | $2.7M |
| OMERS ADMINISTRATION Corp | 0.02% | No change | 4,785 | $2.7M |
| Azzad Asset Management Inc. | 0.29% | Add +8.1% | 4,780 | $2.7M |
| Campbell & CO Investment Adviser LLC | 0.17% | Reduce -20.3% | 4,739 | $2.6M |
| M&T Bank Corp | 0.01% | Add +5.8% | 4,723 | $2.6M |
| Candriam S.C.A. | 0.02% | Add +16.2% | 4,676 | $2.6M |
| Wealthfront Advisers LLC | 0.01% | Add +9.1% | 4,663 | $2.6M |
| Acadian Asset Management LLC | 0.01% | Reduce -11.1% | 4,500 | $2.5M |
| Ethic Inc. | 0.04% | Add +4.8% | 4,534 | $2.5M |
| Entropy Technologies, LP | 0.20% | New | 4,470 | $2.5M |
| Sanctuary Advisors, LLC | 0.02% | Add +9.4% | 4,448 | $2.5M |
| Van Eck Associates Corp. | 0.00% | Reduce -9.3% | 4,268 | $2.4M |
| Bank of Montreal | 0.00% | Reduce -82.6% | 4,251 | $2.4M |
| Wolverine Trading, LLC | 0.06% | Add +182.4% | 4,292 | $2.4M |
| Quantum Private Wealth, LLC | 0.76% | Add +0.5% | 4,230 | $2.4M |
| Prudential Financial Inc. | 0.00% | Reduce -89.9% | 4,116 | $2.3M |
| Tredje AP-fonden | 0.02% | Add +6.4% | 4,115 | $2.3M |
| Moody National Bank Trust Division | 0.21% | Add +8.2% | 4,112 | $2.3M |
| Addison Capital Co | 0.79% | Add +0.6% | 4,071 | $2.3M |
| Vestcor Inc | 0.07% | Add +4.5% | 4,057 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -16.0% | 4,029 | $2.2M |
| ASR Vermogensbeheer N.V. | 0.03% | Add +7.7% | 4,023 | $2.2M |
| Oak Thistle LLC | 0.33% | Add +61.5% | 3,992 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Add +12.7% | 3,954 | $2.2M |
| Amalgamated Bank | 0.02% | Add +11.3% | 3,878 | $2.2M |
| Avanza Fonder AB | 0.06% | No change | 3,827 | $2.1M |
| Group One Trading LLC | 0.07% | New | 3,822 | $2.1M |
| Cetera Investment Advisers | 0.00% | Reduce -20.7% | 3,822 | $2.1M |
| Atria Investments, Inc | 0.03% | Add +17.7% | 3,813 | $2.1M |
| Aigen Investment Management, LP | 0.29% | Add +130.2% | 3,796 | $2.1M |
| Occudo Quantitative Strategies LP | 0.23% | New | 3,695 | $2.1M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | No change | 3,691 | $2.1M |
| Vontobel Holding Ltd. | 0.01% | Add +20.6% | 3,653 | $2.0M |
| Cubist Systematic Strategies, LLC | 0.02% | Reduce -87.7% | 3,643 | $2.0M |
| Evolutionary Tree Capital Management, LLC | 2.10% | Add +56.7% | 3,551 | $2.0M |
| Lido Advisors, LLC | 0.01% | Add +1.1% | 3,533 | $2.0M |
| Quest Investment Management LLC | 0.21% | Add +18.6% | 3,445 | $1.9M |
| Guggenheim Capital LLC | 0.02% | Add +49.9% | 3,428 | $1.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +4.0% | 3,422 | $1.9M |
| Catalyst Funds Management Pty Ltd | 0.52% | New | 3,400 | $1.9M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +2.9% | 3,319 | $1.8M |
| Altman Advisors, Inc. | 0.75% | Add +1.8% | 3,307 | $1.8M |
| Highview Capital Management LLC | 0.69% | Add +3.2% | 3,195 | $1.8M |
| Kentucky Retirement Systems | 0.05% | Reduce -6.2% | 3,175 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Add +3.7% | 3,162 | $1.8M |
| Circle Wealth Management, LLC | 0.04% | Add +7.0% | 3,158 | $1.8M |
| Simplex Trading, LLC | 0.05% | Add +309.4% | 3,128 | $1.7M |
| Oppenheimer & Co. Inc. | 0.02% | Add +645.0% | 3,062 | $1.7M |
| Callan Family Office, LLC | 0.05% | New | 3,020 | $1.7M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -1.8% | 3,009 | $1.7M |
| Diker Management LLC | 1.57% | Add +50.0% | 3,000 | $1.7M |
| Broderick Brian C | 0.33% | No change | 3,000 | $1.7M |
| Siren, L.L.C. | 0.09% | New | 3,000 | $1.7M |
| Generali Asset Management SPA SGR | 0.04% | Add +43.8% | 2,966 | $1.7M |
| Rafferty Asset Management, LLC | 0.01% | Add +0.6% | 2,865 | $1.6M |
| WCM Investment Management, LLC | 0.00% | Add +8.0% | 2,882 | $1.6M |
| CenterBook Partners LP | 0.09% | Add +5.9% | 2,819 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.5% | 2,804 | $1.6M |
| Linden Thomas Advisory Services, LLC | 0.17% | Add +2.5% | 2,771 | $1.5M |
| US Bancorp \de | 0.00% | Reduce -1.6% | 2,763 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.1% | 2,704 | $1.5M |
| Brighton Jones LLC | 0.04% | Add +219.6% | 2,694 | $1.5M |
| Twin Focus Capital Partners, LLC | 0.21% | New | 2,666 | $1.5M |
| 1776 Wealth LLC | 0.60% | Add +40.5% | 2,630 | $1.5M |
| Fiera Capital Corp | 0.00% | Reduce -0.7% | 2,603 | $1.4M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +22.0% | 2,590 | $1.4M |
| Baader Bank Aktiengesellschaft | 0.12% | Add +0.2% | 2,576 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.7% | 2,542 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Reduce -31.5% | 2,538 | $1.4M |
| Fox Run Management, L.L.C. | 0.23% | Add +251.3% | 2,508 | $1.4M |
| Sphera Management Technology Funds Ltd | 0.85% | Add +29.5% | 2,500 | $1.4M |
| Maryland State Retirement & Pension System | 0.03% | Add +8.2% | 2,471 | $1.4M |
| Gulf International Bank (UK) Ltd | 0.05% | Reduce -11.9% | 2,463 | $1.4M |
| Corient Private Wealth LP | 0.00% | Reduce -11.3% | 2,476 | $1.4M |
| Hunting Hill Global Capital, LLC | 0.72% | New | 2,400 | $1.3M |
| AE Wealth Management LLC | 0.01% | Reduce -8.9% | 2,385 | $1.3M |
| Alps Advisors Inc. | 0.01% | Add +21.0% | 2,368 | $1.3M |
| Daiichi Life Insurance Co., Ltd. | 0.04% | Reduce -57.9% | 2,342 | $1.3M |
| CIBC Asset Management Inc | 0.00% | Add +0.5% | 2,253 | $1.3M |
| &partners | 0.01% | Reduce -4.1% | 2,183 | $1.2M |
| E. Ohman J:or Asset Management AB | 0.03% | No change | 2,160 | $1.2M |
| Westpac Banking Corp. | 0.08% | Reduce -52.0% | 2,110 | $1.2M |
| Kintegral Advisory, LLC | 0.11% | Reduce -0.2% | 2,095 | $1.2M |
| Gsa Capital Partners LLP | 0.08% | Reduce -9.0% | 2,077 | $1.2M |
| Profund Advisors LLC | 0.04% | Reduce -31.7% | 2,075 | $1.2M |
| Cibc World Markets Corp. | 0.01% | Reduce -7.6% | 2,063 | $1.1M |
| AG2R La Mondiale Gestion D'actifs | 0.06% | No change | 2,055 | $1.1M |
| Ballentine Partners, LLC | 0.02% | Add +251.0% | 2,050 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Reduce -12.5% | 2,040 | $1.1M |
| Captrust Financial Advisors | 0.00% | Reduce -22.8% | 2,020 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -0.1% | 2,007 | $1.1M |
| Plato Investment Management Ltd | 0.08% | Add +249.5% | 1,999 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.0% | 1,961 | $1.1M |
| Nicholas Investment Partners, LP | 0.11% | Add +12.4% | 1,957 | $1.1M |
| Verition Fund Management LLC | 0.01% | Reduce -96.4% | 1,935 | $1.1M |
| Union Bancaire Privee, UBP SA | 0.02% | Reduce -72.9% | 1,952 | $1.1M |
| Vident Advisory, LLC | 0.01% | Add +11.4% | 1,901 | $1.1M |
| R Squared Ltd | 0.57% | New | 1,851 | $1.0M |
| HighVista Strategies LLC | 0.37% | No change | 1,800 | $1.0M |
| Gilbert & Cook, Inc. | 0.14% | Add +2.2% | 1,795 | $999K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +2.9% | 1,784 | $994K |
| Tokio Marine Asset Management Co. Ltd. | 0.04% | Add +7.5% | 1,775 | $988K |
| Sax Wealth Advisors, LLC | 0.06% | Add +40.0% | 1,767 | $984K |
| Ellevest, Inc. | 0.16% | Reduce -0.3% | 1,766 | $983K |
| Shell Asset Management Co. | 0.03% | Add +50.0% | 1,764 | $982K |
| Semanteon Capital Management, LP | 1.47% | New | 1,754 | $976K |
| Bouvel Investment Partners, LLC | 0.33% | Reduce -1.8% | 1,739 | $968K |
| Bank of Nova Scotia | 0.00% | Reduce -82.2% | 1,716 | $955K |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.38% | Reduce -28.9% | 1,715 | $955K |
| Kraematon Investment Advisors, Inc. | 0.90% | Add +25.2% | 1,710 | $952K |
| Susquehanna Fundamental Investments, LLC | 0.03% | No change | 1,700 | $946K |
| B.O.S.S. Retirement Advisors, LLC | 0.24% | Reduce -6.7% | 1,684 | $937K |
| Leonteq Securities AG | 0.05% | Add +1297.5% | 1,649 | $918K |
| Virtu Financial LLC | 0.05% | New | 1,628 | $906K |
| Eleva Capital SAS | 0.20% | — | 1,625 | $905K |
| Stephens Inc. | 0.01% | Reduce -4.3% | 1,614 | $898K |
| Motley Fool Asset Management LLC | 0.04% | Add +12.0% | 1,600 | $891K |
| Ofi Invest Asset Management | 0.02% | Add +4.3% | 1,876 | $890K |
| Machina Capital S.A.S. | 0.18% | New | 1,579 | $879K |
| 111 Capital | 0.15% | Add +83.4% | 1,579 | $879K |
| Banque Cantonale Vaudoise | 0.04% | Add +1.0% | 1,569 | $874K |
| Guerra Pan Advisors, LLC | 0.58% | No change | 1,568 | $873K |
| Nvwm, LLC | 0.21% | Reduce -0.4% | 1,563 | $870K |
| Coldstream Capital Management Inc. | 0.01% | Add +118.8% | 1,540 | $857K |
| APG Asset Management US Inc. | 0.01% | No change | 1,536 | $857K |
| Mutual of America Capital Management LLC | 0.01% | New | 1,533 | $853K |
| Qtron Investments LLC | 0.11% | No change | 1,531 | $852K |
| Zacks Investment Management | 0.01% | No change | 1,526 | $850K |
| Mayflower Financial Advisors, LLC | 0.12% | Add +19.5% | 1,522 | $847K |
| Pier 88 Investment Partners LLC | 0.89% | Add +45.6% | 1,500 | $835K |
| Venturi Wealth Management, LLC | 0.04% | Reduce -1.7% | 1,482 | $825K |
| Intech Investment Management LLC | 0.01% | Add +16.9% | 1,480 | $824K |
| Ridgewood Investments LLC | 0.36% | No change | 1,476 | $822K |
| Independent Advisor Alliance | 0.02% | Reduce -14.9% | 1,445 | $804K |
| Commerce Bank | 0.00% | Reduce -73.8% | 1,444 | $804K |
| NewEdge Wealth, LLC | 0.01% | Add +15.8% | 1,730 | $799K |
| DGS Capital Management, LLC | 0.16% | Reduce -0.8% | 1,408 | $784K |
| Retireful, LLC | 0.52% | Reduce -22.7% | 1,364 | $759K |
| Integrated Quantitative Investments LLC | 0.22% | New | 1,347 | $750K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.05% | Reduce -6.5% | 1,347 | $750K |
| Perpetual Ltd | 0.01% | Add +20.0% | 1,345 | $749K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.1% | 1,333 | $742K |
| May Hill Capital, LLC | 0.24% | Reduce -9.2% | 1,321 | $735K |
| Marshall Wace, LLP | 0.00% | Reduce -98.9% | 1,316 | $733K |
| Park Avenue Securities LLC | 0.01% | New | 1,310 | $729K |
| Aviso Wealth Management | 0.34% | Reduce -3.4% | 1,307 | $727K |
| Metis Global Partners, LLC | 0.02% | Reduce -8.6% | 1,296 | $721K |
| Moneta Group Investment Advisors LLC | 0.01% | New | 1,293 | $720K |
| Merit Financial Group, LLC | 0.01% | Reduce -48.2% | 1,278 | $711K |
| Root Financial Partners, LLC | 0.07% | Reduce -51.1% | 1,272 | $708K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -20.7% | 1,261 | $702K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -24.3% | 1,258 | $701K |
| Private Advisor Group, LLC | 0.00% | Reduce -25.7% | 1,250 | $696K |
| Avantax Advisory Services, Inc. | 0.00% | Add +38.4% | 1,248 | $695K |
| Sherbrooke Park Advisers LLC | 0.30% | Add +53.5% | 1,248 | $695K |
| Moran Wealth Management, LLC | 0.02% | Add +3.8% | 1,245 | $693K |
| Wincap Financial LLC | 0.55% | No change | 1,240 | $690K |
| Regal Investment Advisors LLC | 0.05% | Add +19.7% | 1,220 | $679K |
| SCS Capital Management LLC | 0.01% | Reduce -4.1% | 1,203 | $670K |
| Two Sigma Securities, LLC | 0.08% | New | 1,124 | $626K |
| Empowered Funds, LLC | 0.01% | Reduce -28.5% | 1,122 | $625K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +32.5% | 1,109 | $617K |
| Maxi Investments CY Ltd | 0.10% | Reduce -50.8% | 1,100 | $612K |
| Polymer Capital Management (US) LLC | 0.10% | New | 1,058 | $589K |
| Fifth Third Bancorp | 0.00% | Reduce -11.8% | 1,050 | $584K |
| Battery Global Advisors, LLC | 0.29% | No change | 1,041 | $579K |
| Signaturefd, LLC | 0.01% | Reduce -4.4% | 1,037 | $577K |
| Employees Retirement System of Texas | 0.01% | New | 1,025 | $571K |
| IFP Advisors, Inc | 0.02% | Reduce -18.3% | 1,025 | $570K |
| Values First Advisors, Inc. | 0.31% | Reduce -1.4% | 1,025 | $570K |
| Armstrong Advisory Group, Inc. | 0.04% | Reduce -4.3% | 996 | $554K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +5.2% | 985 | $548K |
| Maverick Capital | 0.01% | No change | 975 | $543K |
| Praxis Investment Management Inc. | 0.03% | Reduce -45.2% | 970 | $540K |
| Blair William & Co. | 0.00% | Reduce -13.3% | 970 | $540K |
| Juncture Wealth Strategies, LLC | 0.19% | Reduce -30.5% | 967 | $538K |
| GraniteShares Advisors LLC | 0.33% | Add +12.8% | 959 | $534K |
| Dark Forest Capital Management LP | 0.02% | Reduce -75.8% | 958 | $533K |
| Ostrum Asset Management | 0.02% | Reduce -15.7% | 945 | $526K |
| Raiffeisen Bank International AG | 0.01% | No change | 966 | $525K |
| Ossiam | 0.01% | Reduce -1.2% | 941 | $524K |
| Kestra Advisory Services, LLC | 0.00% | Add +30.0% | 941 | $524K |
| iA Global Asset Management Inc. | 0.01% | Reduce -92.7% | 940 | $523K |
| Peterson Wealth Services | 0.14% | No change | 939 | $523K |
| Hel Ved Capital Management Ltd | 0.23% | No change | 935 | $520K |
| Essential Partners LLC | 0.21% | — | 925 | $515K |
| Ceera Investments, LLC | 0.16% | No change | 920 | $512K |
| Fulton Bank, N.A. | 0.02% | Add +17.2% | 920 | $512K |
| Emerald Advisers, LLC | 0.02% | Add +27.9% | 904 | $503K |
| Agf Management Ltd. | 0.00% | Reduce -99.7% | 903 | $503K |
| UniSuper Management Pty Ltd | 0.00% | Reduce -10.0% | 900 | $501K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -30.8% | 884 | $492K |
| Choreo, LLC | 0.01% | Reduce -11.1% | 882 | $491K |
| Qsemble Capital Management, LP | 0.05% | Reduce -6.0% | 880 | $490K |
| Boothbay Fund Management, LLC | 0.02% | Reduce -6.3% | 880 | $490K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -6.2% | 879 | $489K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -14.3% | 877 | $488K |
| Sovereign's Capital Management, LLC | 0.26% | Add +17.1% | 875 | $487K |
| Blue Trust, Inc. | 0.01% | Add +24.4% | 862 | $480K |
| Nicolet Advisory Services, LLC | 0.04% | Add +52.2% | 956 | $477K |
| Diversified Trust Co. | 0.01% | Reduce -34.5% | 856 | $476K |
| Wedbush Securities Inc. | 0.02% | Add +1.9% | 844 | $470K |
| Princeton Capital Management LLC | 0.14% | Reduce -14.2% | 844 | $470K |
| Point72 Hong Kong Ltd | 0.03% | Reduce -97.5% | 843 | $469K |
| Redwood Financial Network Corp | 0.31% | No change | 836 | $465K |
| Synergy Financial Group, LTD | 0.34% | Reduce -1.8% | 830 | $462K |
| CHICAGO TRUST Co NA | 0.07% | New | 817 | $455K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -37.1% | 806 | $449K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -39.4% | 803 | $447K |
| V-Square Quantitative Management LLC | 0.06% | Reduce -22.4% | 800 | $445K |
| HB Wealth Management, LLC | 0.00% | Reduce -25.5% | 796 | $443K |
| Brown Capital Management LLC | 0.01% | Reduce -33.0% | 794 | $442K |
| Oxford Asset Management LLP | 0.14% | New | 792 | $441K |
| New York Life Investment Management LLC | 0.00% | Reduce -1.8% | 784 | $436K |
| Fiduciary Trust Co | 0.01% | Add +55.1% | 780 | $434K |
| Paces Ferry Wealth Advisors, LLC | 0.20% | Add +0.1% | 775 | $431K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -34.1% | 773 | $430K |
| Bridgefront Capital, LLC | 0.11% | New | 752 | $419K |
| Wealth Preservation Advisors, LLC | 0.26% | New | 750 | $417K |
| Rational Advisors, Inc. | 0.04% | New | 750 | $417K |
| Accuvest Global Advisors | 0.27% | New | 750 | $417K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.8% | 741 | $412K |
| Jones Financial Companies LLLP | 0.00% | Add +53.0% | 736 | $405K |
| Stonegate Investment Group, LLC | 0.01% | Reduce -6.7% | 725 | $404K |
| Prosperity Financial Group, Inc. | 0.17% | Add +0.3% | 713 | $397K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -48.1% | 709 | $394K |
| Parallel Advisors, LLC | 0.01% | Reduce -0.3% | 708 | $394K |
| Wrapmanager Inc. | 0.10% | Reduce -5.9% | 705 | $392K |
| Arcadia Investment Management Corp. | 0.06% | No change | 700 | $390K |
| Siemens Fonds Invest GmbH | 0.02% | Add +24.5% | 686 | $382K |
| Walleye Capital LLC | 0.00% | Reduce -91.1% | 671 | $373K |
| Apollon Wealth Management, LLC | 0.01% | Add +64.0% | 664 | $370K |
| denkapparat Operations GmbH | 0.29% | Add +10.0% | 662 | $368K |
| Yousif Capital Management, LLC | 0.00% | No change | 662 | $368K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -8.8% | 657 | $366K |
| Nomura Holdings Inc. | 0.00% | New | 643 | $358K |
| DRW Securities, LLC | 0.03% | Add +38.7% | 638 | $355K |
| Impact Capital Partners LLC | 0.11% | Reduce -3.5% | 624 | $347K |
| Fourpath Capital Management, LLC | 0.05% | Reduce -8.6% | 618 | $344K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +39.0% | 617 | $343K |
| Brooklyn Investment Group | 0.05% | Reduce -8.1% | 617 | $343K |
| Cordgrass Capital Advisors, LLC | 0.09% | Add +3.2% | 616 | $343K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -15.9% | 605 | $337K |
| Accredited Investors Inc. | 0.02% | Reduce -2.0% | 598 | $333K |
| First Horizon Advisors, Inc. | 0.01% | Add +4.7% | 597 | $332K |
| Woodline Partners LP | 0.00% | Reduce -54.4% | 595 | $331K |
| Brown Brothers Harriman & Co. | 0.00% | Add +12.5% | 586 | $326K |
| Peak Financial Management, Inc. | 0.09% | Reduce -26.6% | 580 | $323K |
| Mgo One Seven LLC | 0.01% | Reduce -66.7% | 575 | $320K |
| Bayforest Capital Ltd | 0.14% | Reduce -27.5% | 564 | $314K |
| Vise Technologies, Inc. | 0.01% | — | 563 | $313K |
| New England Research & Management, Inc. | 0.15% | No change | 560 | $312K |
| Sunbelt Securities, Inc. | 0.03% | Add +9.1% | 445 | $310K |
| Winthrop Advisory Group LLC | 0.03% | Reduce -5.0% | 553 | $308K |
| Natixis | 0.00% | Reduce -76.7% | 552 | $307K |
| TFB Advisors LLC | 0.08% | Add +15.8% | 551 | $307K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.4% | 546 | $304K |
| PharVision Advisers, LLC | 0.43% | New | 535 | $298K |
| Quarry LP | 0.07% | Add +81.4% | 517 | $288K |
| Benedict Financial Advisors Inc. | 0.06% | No change | 515 | $287K |
| Banque Pictet & Cie SA | 0.00% | Reduce -6.2% | 514 | $286K |
| Founders Financial Securities LLC | 0.02% | Reduce -3.1% | 507 | $282K |
| Horizon Investments, LLC | 0.00% | Add +2.0% | 502 | $279K |
| Strategic Wealth Partners, Ltd. | 0.02% | — | 499 | $278K |
| Cigna Investments Inc. | 0.05% | Add +1.0% | 497 | $277K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +6.5% | 494 | $275K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 480 | $267K |
| Waverly Advisors, LLC | 0.00% | Add +36.0% | 480 | $267K |
| Insigneo Advisory Services, LLC | 0.02% | Add +6.3% | 470 | $262K |
| Erste Asset Management GmbH | 0.00% | Reduce -86.4% | 474 | $261K |
| Global Strategic Investment Solutions, LLC | 0.03% | No change | 465 | $259K |
| MIdWestOne Financial Group, Inc. | 0.03% | New | 457 | $254K |
| OneDigital Investment Advisors LLC | 0.00% | Add +27.6% | 457 | $254K |
| Welch & Forbes LLC | 0.00% | No change | 456 | $254K |
| Quadrant Capital Group LLC | 0.01% | Reduce -3.2% | 449 | $250K |
| Wealth Alliance, LLC | 0.03% | Add +10.7% | 445 | $248K |
| Blueshift Asset Management, LLC | 0.08% | New | 444 | $247K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -14.2% | 441 | $245K |
| Aster Capital Management (DIFC) Ltd | 0.06% | Add +575.4% | 439 | $244K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -2.5% | 435 | $242K |
| QRG Capital Management, Inc. | 0.00% | Add +5.8% | 434 | $242K |
| Resonant Capital Advisors, LLC | 0.02% | Add +22.0% | 433 | $241K |
| Bridges Investment Management Inc. | 0.00% | Add +1.2% | 431 | $240K |
| Huntleigh Advisors, Inc. | 0.05% | Add +0.2% | 425 | $237K |
| Berkshire Asset Management LLC | 0.01% | Reduce -2.8% | 421 | $234K |
| Summit Trail Advisors, LLC | 0.00% | New | 420 | $234K |
| Revolve Wealth Partners, LLC | 0.03% | Reduce -12.9% | 419 | $233K |
| AlphaQuest LLC | 0.02% | Reduce -15.4% | 417 | $232K |
| Twelve Points Wealth Management LLC | 0.06% | Add +2.5% | 416 | $232K |
| Affinity Capital Advisors, LLC | 0.04% | No change | 416 | $232K |
| Wedmont Private Capital | 0.01% | Reduce -2.6% | 412 | $231K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 410 | $228K |
| First Affirmative Financial Network | 0.12% | Add +15.9% | 409 | $227K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 402 | $224K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -64.3% | 401 | $223K |
| All Terrain Financial Advisors, LLC | 0.08% | No change | 400 | $223K |
| Smith Salley Wealth Management | 0.01% | Reduce -1.2% | 400 | $223K |
| Caxton Associates LLP | 0.01% | New | 400 | $223K |
| Compass Capital Corp. /Ma/ | 0.10% | Reduce -28.5% | 392 | $220K |
| Bellwether Advisors, LLC | 0.04% | No change | 392 | $218K |
| Impact Investors, Inc | 0.15% | Add +3.2% | 390 | $217K |
| Great Lakes Advisors, LLC | 0.00% | New | 387 | $215K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -2.3% | 386 | $215K |
| Sowell Financial Services LLC | 0.01% | Reduce -2.3% | 386 | $215K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -1.0% | 386 | $215K |
| EP Wealth Advisors, LLC | 0.00% | New | 385 | $215K |
| Clearstead Advisors, LLC | 0.00% | Add +13.7% | 383 | $213K |
| Voleon Capital Management LP | 0.01% | New | 382 | $213K |
| Burney Co./ | 0.01% | Reduce -57.3% | 380 | $212K |
| Interchange Capital Partners, LLC | 0.05% | Add +3.0% | 379 | $211K |
| Wakefield Asset Management LLLP | 0.06% | No change | 379 | $211K |
| Flaharty Asset Management, LLC | 0.03% | No change | 375 | $209K |
| Glenmede Investment Management, LP | 0.00% | — | 375 | $209K |
| Founders Financial Alliance, LLC | 0.05% | Reduce -9.9% | 373 | $208K |
| Forum Financial Management, LP | 0.00% | Reduce -7.2% | 372 | $207K |
| Compound Planning, Inc. | 0.01% | Add +5.1% | 370 | $206K |
| Howard Bailey Securities, LLC | 0.06% | Reduce -13.4% | 369 | $205K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -15.4% | 368 | $205K |
| Acima Private Wealth, LLC | 0.07% | No change | 366 | $204K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 366 | $204K |
| PUREfi Wealth, LLC | 0.16% | No change | 365 | $203K |
| Huntington National Bank | 0.00% | Add +0.3% | 362 | $202K |
| Farther Finance Advisors, LLC | 0.00% | Add +12.8% | 360 | $201K |
| National Bank of Canada | 0.00% | Reduce -56.3% | 349 | $194K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 345 | $192K |
| Provenance Wealth Advisors, LLC | 0.03% | Add +13.1% | 329 | $183K |
| GAMMA Investing LLC | 0.01% | Add +2.6% | 320 | $178K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -12.4% | 317 | $176K |
| FIL Ltd | 0.00% | New | 314 | $175K |
| Wolff Wiese Magana LLC | 0.11% | Reduce -16.5% | 308 | $171K |
| Bessemer Group Inc. | 0.00% | Reduce -2.9% | 307 | $171K |
| TFC Financial Management, Inc. | 0.02% | No change | 294 | $164K |
| Lazard Asset Management LLC | 0.00% | Add +5.2% | 286 | $158K |
| Ameritas Advisory Services, LLC | 0.01% | New | 281 | $156K |
| Allworth Financial LP | 0.00% | Add +67.7% | 275 | $153K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -2.5% | 272 | $151K |
| Volterra Technologies LP | 0.18% | — | 239 | $133K |
| Loomis Sayles & Co. L P | 0.00% | No change | 224 | $125K |
| Larson Financial Group LLC | 0.00% | Add +108.6% | 219 | $122K |
| Global Retirement Partners, LLC | 0.00% | — | 209 | $116K |
| CKW Financial Group | 0.01% | No change | 203 | $113K |
| Park Square Financial Group, LLC | 0.08% | Reduce -20.0% | 200 | $111K |
| Virtus Advisers, LLC | 0.07% | No change | 200 | $111K |
| Ramirez Asset Management, Inc. | 0.02% | Add +5.3% | 200 | $111K |
| Private Trust Co. NA | 0.01% | Add +24.2% | 195 | $109K |
| Point72 (DIFC) Ltd | 0.01% | Reduce -94.8% | 193 | $107K |
| Aventura Private Wealth, LLC | 0.05% | No change | 190 | $106K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -45.0% | 192 | $106K |
| MAI Capital Management | 0.00% | Add +13.7% | 174 | $97K |
| Arax Advisory Partners | 0.00% | Add +108.7% | 48 | $96K |
| Covestor Ltd | 0.06% | Add +0.6% | 170 | $95K |
| Principal Securities, Inc. | 0.00% | Add +43.1% | 166 | $92K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -0.0% | 89,546 | $90K |
| Adirondack Trust Co. | 0.03% | No change | 160 | $89K |
| Manchester Capital Management LLC | 0.01% | Add +52.4% | 157 | $87K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 153 | $85K |
| GeoWealth Management, LLC | 0.00% | Add +9.4% | 151 | $84K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -21.9% | 150 | $83K |
| Eastern Bank | 0.00% | No change | 150 | $83K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -16.3% | 144 | $80K |
| LRI Investments, LLC | 0.01% | Reduce -8.9% | 143 | $80K |
| CI Investments Inc. | 0.00% | Reduce -34.4% | 141 | $78K |
| Asset Dedication, LLC | 0.01% | Add +27.1% | 136 | $76K |
| CVA Family Office, LLC | 0.01% | Add +4.0% | 131 | $73K |
| True Wealth Design, LLC | 0.02% | Reduce -4.7% | 122 | $68K |
| Pacer Advisors, Inc. | 0.00% | Add +11700.0% | 118 | $66K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Reduce -8.1% | 114 | $62K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +226.5% | 111 | $62K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +208.6% | 108 | $60K |
| Montag A & Associates Inc. | 0.00% | No change | 104 | $58K |
| State of Wyoming | 0.01% | Add +1600.0% | 102 | $57K |
| Garde Capital, Inc. | 0.00% | No change | 100 | $56K |
| WPG Advisers, LLC | 0.05% | Reduce -6.7% | 97 | $54K |
| Spire Wealth Management | 0.00% | Reduce -77.8% | 97 | $54K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 95 | $53K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -47.5% | 95 | $53K |
| S-Bank Fund Management Ltd | 0.01% | Add +16.1% | 94 | $52K |
| Fullerton Fund Management Co Ltd. | 0.00% | Reduce -84.6% | 89 | $50K |
| Vega Investment Solutions | 0.01% | Reduce -43.3% | 85 | $47K |
| Versant Capital Management, Inc | 0.01% | Reduce -41.0% | 82 | $46K |
| Alpine Bank Wealth Management | 0.01% | New | 82 | $46K |
| Golden State Wealth Management, LLC | 0.01% | Add +1057.1% | 81 | $45K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -9.0% | 81 | $45K |
| GW&K Investment Management, LLC | 0.00% | No change | 79 | $44K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Reduce -12.6% | 76 | $43K |
| TrinityBridge Ltd | 0.00% | No change | 73 | $41K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -11.0% | 73 | $41K |
| Atlantic Union Bankshares Corp | 0.00% | New | 70 | $39K |
| Truvestments Capital LLC | 0.01% | No change | 68 | $38K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -95.1% | 62 | $35K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 62 | $35K |
| Osterweis Capital Management Inc. | 0.00% | New | 61 | $34K |
| Hilltop National Bank | 0.01% | — | 58 | $32K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -3.6% | 54 | $30K |
| Rakuten Securities, Inc. | 0.01% | Add +783.3% | 53 | $30K |
| Whittier Trust Co. | 0.00% | Add +136.4% | 52 | $29K |
| 2UniFi Bank | 0.02% | No change | 50 | $28K |
| Goodman Advisory Group, LLC | 0.01% | No change | 49 | $27K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 52 | $27K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -62.0% | 46 | $26K |
| Meeder Asset Management Inc. | 0.00% | Add +4.7% | 45 | $25K |
| Bell Investment Advisors, Inc | 0.00% | No change | 44 | $24K |
| Westside Investment Management, Inc. | 0.00% | Add +412.5% | 41 | $23K |
| MCF Advisors LLC | 0.00% | No change | 40 | $22K |
| Grove Bank & Trust | 0.00% | Add +73.9% | 40 | $22K |
| TD Capital Management LLC | 0.00% | New | 38 | $21K |
| Smithfield Trust Co | 0.00% | No change | 38 | $21K |
| SouthState Bank Corp | 0.00% | Reduce -5.1% | 37 | $21K |
| Briaud Financial Planning Inc | 0.01% | New | 35 | $19K |
| Caitong International Asset Management Co., Ltd | 0.01% | Reduce -68.5% | 34 | $19K |
| Financial Gravity Companies, Inc. | 0.00% | — | 32 | $18K |
| Birchbrook, Inc. | 0.01% | No change | 30 | $17K |
| NFSG Corp | 0.00% | No change | 30 | $17K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 30 | $17K |
| Fortitude Family Office, LLC | 0.01% | Add +7.4% | 29 | $16K |
| LGT Financial Advisors LLC | 0.04% | New | 28 | $16K |
| Colonial Trust Co / SC | 0.00% | Reduce -3.5% | 28 | $15K |
| Tower View Wealth Management LLC | 0.01% | No change | 27 | $15K |
| Private Wealth Management Group, LLC | 0.01% | No change | 27 | $15K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -55.0% | 27 | $15K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +58.8% | 27 | $15K |
| ORG Partners LLC | 0.00% | Reduce -21.9% | 25 | $14K |
| Berbice Capital Management LLC | 0.01% | Add +150.0% | 25 | $14K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -4.0% | 24 | $13K |
| Bogart Wealth, LLC | 0.00% | Reduce -4.0% | 24 | $13K |
| MV Capital Management, Inc. | 0.00% | Reduce -8.3% | 22 | $12K |
| SRH Advisors, LLC | 0.00% | No change | 21 | $12K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +18.8% | 19 | $11K |
| Alerus Financial NA | 0.00% | New | 19 | $11K |
| Whipplewood Advisors, LLC | 0.01% | Reduce -21.7% | 18 | $10K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 18 | $10K |
| Zions Bancorporation, National Association | 0.00% | No change | 18 | $10K |
| Hemington Wealth Management | 0.00% | No change | 18 | $10K |
| Bfsg, LLC | 0.00% | No change | 16 | $9K |
| Concord Wealth Partners | 0.00% | No change | 16 | $9K |
| Global X Japan Co., Ltd. | 0.00% | Reduce -31.8% | 15 | $8K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -5.9% | 16 | $8K |
| Copia Wealth Management | 0.01% | Add +27.3% | 14 | $8K |
| GFG Capital, LLC | 0.00% | New | 14 | $8K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 13 | $7K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 12 | $7K |
| TD Private Client Wealth LLC | 0.00% | Reduce -99.1% | 12 | $7K |
| Inlight Wealth Management, LLC | 0.00% | No change | 11 | $6K |
| Sound Income Strategies, LLC | 0.00% | No change | 11 | $6K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 12 | $6K |
| Avion Wealth | 0.00% | Add +140.0% | 12 | $6K |
| Capital Analysts, LLC | 0.00% | No change | 11 | $6K |
| Toth Financial Advisory Corp. | 0.00% | No change | 10 | $6K |
| Redmont Wealth Advisors LLC | 0.01% | New | 10 | $6K |
| Binnacle Investments Inc | 0.00% | No change | 10 | $6K |
| Berkshire Capital Holdings Inc. | 0.00% | No change | 10 | $6K |
| CoreCap Advisors, LLC | 0.00% | Reduce -16.7% | 10 | $6K |
| Fairscale Capital, LLC | 0.00% | New | 10 | $5K |
| LFA - Lugano Financial Advisors SA | 0.00% | New | 9 | $5K |
| Creative Financial Designs Inc. | 0.00% | Reduce -10.0% | 9 | $5K |
| Sierra Ocean, LLC | 0.00% | Add +33.3% | 8 | $4K |
| Aspect Partners, LLC | 0.00% | No change | 8 | $4K |
| Total Investment Management Inc. | 0.00% | New | 8 | $4K |
| Webster Bank, N. A. | 0.00% | New | 8 | $4K |
| Abound Wealth Management | 0.00% | No change | 7 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | Add +75.0% | 7 | $4K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -77.4% | 7 | $4K |
| Capital A Wealth Management, LLC | 0.04% | Reduce -66.7% | 6 | $3K |
| Sachetta, LLC | 0.00% | Reduce -40.0% | 6 | $3K |
| Addison Advisors LLC | 0.00% | Add +200.0% | 6 | $3K |
| Activest Wealth Management | 0.00% | Add +0.0% | 6 | $3K |
| Stephens Consulting, LLC | 0.00% | Add +20.0% | 6 | $3K |
| First Pacific Financial | 0.00% | New | 6 | $3K |
| Beacon Capital Management, LLC | 0.00% | Reduce -75.0% | 6 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -33.3% | 6 | $3K |
| Kilter Group LLC | 0.00% | New | 5 | $3K |
| Center for Financial Planning, Inc. | 0.00% | No change | 5 | $3K |
| Raffa Wealth Management, LLC | 0.00% | No change | 5 | $3K |
| Nova Wealth Management, Inc. | 0.00% | New | 5 | $3K |
| FSA Wealth Management LLC | 0.00% | No change | 4 | $2K |
| Rossby Financial, LCC | 0.00% | New | 4 | $2K |
| Blume Capital Management, Inc. | 0.00% | No change | 4 | $2K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 4 | $2K |
| Headlands Technologies LLC | 0.00% | Reduce -93.5% | 4 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +200.0% | 3 | $2K |
| WealthCollab, LLC | 0.00% | No change | 3 | $2K |
| Kiker Wealth Management, LLC | 0.00% | New | 3 | $2K |
| Tortoise Investment Management, LLC | 0.00% | New | 3 | $2K |
| Rothschild Investment LLC | 0.00% | Add +50.0% | 3 | $2K |
| CENTRAL TRUST Co | 0.00% | No change | 3 | $2K |
| DecisionPoint Financial, LLC | 0.00% | New | 2 | $1K |
| Dogwood Wealth Management LLC | 0.00% | New | 2 | $1K |
| Quaker Wealth Management, LLC | 0.00% | — | 2 | $1K |
| Riggs Asset Managment Co. Inc. | 0.00% | Add +100.0% | 2 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -33.3% | 2 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 2 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 2 | $1K |
| Cromwell Holdings LLC | 0.00% | Reduce -50.0% | 2 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 2 | $1K |
| Key Financial Inc | 0.00% | No change | 2 | $1K |
| First Command Advisory Services, Inc. | 0.00% | No change | 2 | $1K |
| CX Institutional | 0.00% | No change | 2 | $1K |
| Ancora Advisors LLC | 0.00% | No change | 2 | $841 |
| Clear Investment Research, LLC | 0.00% | No change | 1 | $557 |
| WealthTrak Capital Management LLC | 0.00% | Reduce -66.7% | 1 | $557 |
| Parkworth Wealth Management, Inc. | 0.00% | New | 1 | $557 |
| Clark Wealth Partners | 0.00% | No change | 1 | $557 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 1 | $557 |
| Painted Porch Advisors LLC | 0.00% | No change | 1 | $557 |
| Rialto Wealth Management, LLC | 0.00% | New | 1 | $557 |
| Morse Asset Management, Inc | 0.00% | Reduce -99.6% | 1 | $557 |
| SJS Investment Consulting Inc. | 0.00% | New | 1 | $557 |
| Nemes Rush Group LLC | 0.00% | New | 1 | $557 |
| Trust Co. of Vermont | 0.00% | No change | 1 | $557 |
| Family Legacy Financial Solutions, LLC | 0.00% | — | 1 | $556 |
| Hughes Financial Services, LLC | 0.00% | Reduce -85.7% | 1 | $493 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 1 | $424 |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 1 | $0 |
"% of holder's portfolio" is HUBS's weight in each manager's 13F, not the share of HubSpot Inc. the manager owns.