HubSpotHUBS

13F holders, Q4 2025 (December 31)
748holders −24
89new positions
135sold out
8famous investors
$400.41avg. 13F price*

At the end of Q4 2025, 748 institutions reported holding HubSpot Inc. (HUBS) in their 13F filings, down 24 from Q3 2025. 89 opened new positions and 135 sold out. The largest holders were Vanguard Group Inc. ($2.3B), T. Rowe Price Associates Inc. ($1.8B) and BlackRock, Inc. ($1.5B). 8 famous investors held it, including Alex Sacerdote (0.8% of Whale Rock Capital Management's portfolio), Cliff Asness (0.3% 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

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 2025 → Q4 2025

InstitutionsTotal Value
New Positions89$443.3M
Exits135$874.8M

All 13F filers, Q3 2025 → Q4 2025: 7,540,631 shares bought and 7,727,441 shares sold, net −186,810 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 748 holders

Vanguard Group Inc. 0.03% Reduce -1.4% 5,656,338 $2.3B
T. Rowe Price Associates Inc. 0.20% Add +36.5% 4,581,922 $1.8B
BlackRock, Inc. 0.03% Reduce -3.3% 3,836,235 $1.5B
JPMorgan Chase & Co. 0.06% Add +9.9% 2,265,964 $909.3M
Pictet Asset Management Holding SA 0.75% Add +32.7% 1,935,587 $776.7M
FMR LLC 0.04% Add +13.7% 1,865,907 $748.8M
State Street Corp. 0.02% Add +3.7% 1,191,843 $478.3M
AQR Capital Management 0.25% Add +117.6% 1,188,981 $477.1M
Geode Capital Management, LLC 0.02% Add +1.5% 971,712 $388.9M
Wellington Management Group LLP 0.06% Reduce -40.1% 874,901 $351.1M
Janus Henderson Group PLC 0.15% Reduce -24.7% 863,817 $344.0M
Capital World Investors 0.04% New 647,721 $259.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Reduce -23.6% 585,538 $235.0M
Clearbridge Investments, LLC 0.18% Reduce -12.0% 573,651 $230.2M
Alyeska Investment Group, L.P. 0.63% Add +408.1% 560,088 $224.8M
Man Group plc 0.42% Add +29.9% 535,882 $215.0M
Morgan Stanley 0.01% Add +50.1% 497,214 $199.5M
Bank of New York Mellon Corp 0.03% Reduce -11.9% 463,610 $186.0M
Millennium Management 0.13% Reduce -17.1% 444,076 $178.2M
Amundi 0.05% Reduce -2.9% 439,166 $176.2M
T. Rowe Price Investment Management, Inc. 0.11% Reduce -0.4% 427,772 $171.7M
Alliancebernstein L.P. 0.05% Reduce -4.2% 421,226 $169.0M
Two Sigma Advisers, LP 0.32% Reduce -21.6% 415,140 $166.6M
Legal & General Group Plc 0.04% Add +11.0% 411,835 $165.3M
Norges Bank 0.02% — 390,588 $156.7M
Northern Trust Corp. 0.02% Reduce -2.6% 360,162 $144.5M
Franklin Resources Inc. 0.04% Reduce -66.9% 358,741 $144.0M
Westfield Capital Management Co. LP 0.59% Add +162.5% 352,154 $141.3M
Bank of America Corp. 0.01% Reduce -25.4% 334,828 $134.4M
First Trust Advisors LP 0.09% Add +6.9% 323,183 $129.7M
Qube Research & Technologies Ltd 0.18% Add +7.3% 315,154 $126.5M
Invesco Ltd. 0.01% Add +128.7% 296,856 $119.1M
Goldman Sachs Group Inc. 0.02% Reduce -51.9% 286,239 $114.9M
Squarepoint Ops LLC 0.23% Add +60.9% 285,859 $114.7M
Spyglass Capital Management LLC 5.32% Add +17.6% 264,929 $106.3M
Worldquant Millennium Advisors LLC 0.41% Add +179.1% 264,352 $106.1M
Charles Schwab Investment Management Inc. 0.02% Add +4.8% 261,050 $104.8M
American Century Companies Inc. 0.05% Reduce -8.2% 257,347 $103.3M
Danica Pension, Livsforsikringsaktieselskab 1.48% Add +20.0% 255,923 $102.7M
Edmond DE Rothschild Holding S.A. 1.31% Add +37.7% 230,011 $92.3M
Nuveen, LLC 0.02% Add +3.8% 228,079 $91.5M
Jane Street Group, LLC 0.11% Add +24167.8% 220,837 $88.6M
TimesSquare Capital Management, LLC 1.32% Reduce -5.4% 218,039 $87.5M
Federated Hermes, Inc. 0.14% Reduce -14.2% 213,440 $85.7M
Two Sigma Investments, LP 0.13% Reduce -40.3% 204,936 $82.2M
Arrowstreet Capital, Limited Partnership 0.05% Add +17.9% 199,853 $80.2M
Fiera Capital Corp 0.25% Add +7683.1% 199,014 $79.9M
Jain Global LLC 0.73% Add +308.7% 178,865 $71.8M
Neuberger Berman Group LLC 0.05% Reduce -48.3% 175,835 $70.6M
Citadel Advisors 0.05% Reduce -7.7% 174,460 $70.0M
Royal Bank of Canada 0.01% Reduce -41.4% 171,479 $68.8M
Nomura Asset Management International Inc. 0.10% — 169,975 $68.2M
Gilder Gagnon Howe & Co. LLC 0.70% Reduce -3.4% 165,938 $66.6M
RDST Capital LLC 5.97% Add +29.9% 157,785 $63.3M
Whale Rock Capital Management 0.77% No change 149,246 $59.9M
Raymond James Financial Inc. 0.02% Reduce -37.1% 146,920 $59.4M
Massachusetts Financial Services Co. 0.02% Add +67.4% 146,879 $58.9M
UBS Group AG 0.01% Add +32.3% 138,406 $55.5M
Swiss National Bank 0.03% Reduce -5.0% 137,220 $55.1M
Susquehanna International Group, LLP 0.07% Add +573.3% 128,214 $51.5M
Deutsche Bank AG 0.02% Reduce -5.0% 127,140 $51.0M
Adage Capital Partners Gp, L.L.C. 0.08% No change 125,000 $50.2M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -1.5% 124,888 $50.1M
Dimensional Fund Advisors LP 0.01% Add +4.7% 116,497 $46.8M
Acadian Asset Management LLC 0.07% Add +397.7% 109,192 $43.8M
Balyasny Asset Management L.P. 0.08% Reduce -77.5% 107,733 $43.2M
State of Michigan Retirement System 0.21% No change 106,400 $42.7M
Wells Fargo & Company 0.01% Reduce -24.5% 102,276 $41.0M
Canada Pension Plan Investment Board 0.03% Add +51.0% 101,651 $40.8M
Panagora Asset Management Inc. 0.14% Reduce -7.0% 96,281 $38.6M
Capital Fund Management S.A. 0.35% Add +45.2% 91,580 $36.8M
CIBC Private Wealth Group LLC 0.06% Reduce -29.5% 90,060 $36.1M
Eventide Asset Management, LLC 0.56% Add +4.2% 89,921 $36.1M
Ofi Invest Asset Management 0.49% Add +130.2% 99,622 $34.1M
Stifel Financial Corp. 0.03% Reduce -38.6% 79,731 $32.0M
Bank of Montreal 0.01% Add +1148.5% 77,431 $31.1M
Voya Investment Management LLC 0.04% Reduce -4.0% 77,397 $31.1M
Jump Financial, LLC 0.41% Add +100.2% 75,463 $30.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +598.0% 74,745 $30.0M
Ameriprise Financial Inc. 0.01% Reduce -45.8% 72,406 $29.1M
California Public Employees Retirement System 0.02% Reduce -18.9% 70,763 $28.4M
Armistice Capital, LLC 0.67% Add +51.0% 68,000 $27.3M
STRS Ohio 0.10% Add +28.2% 67,718 $27.2M
Voloridge Investment Management, LLC 0.09% Reduce -34.8% 66,623 $26.7M
Victory Capital Management Inc. 0.02% Reduce -19.2% 66,006 $26.5M
Jupiter Asset Management Ltd. 0.21% Reduce -4.3% 65,665 $26.4M
Bridgewater Associates 0.10% Add +157.4% 65,639 $26.3M
Rhumbline Advisers 0.02% Reduce -0.2% 65,133 $26.1M
TD Asset Management Inc 0.02% Reduce -5.8% 64,813 $26.0M
Groupama Asset Managment 0.38% Add +3.3% 64,729 $26.0M
California State Teachers Retirement System 0.03% Reduce -4.7% 64,408 $25.8M
Freestone Grove Partners LP 0.19% Reduce -50.3% 64,035 $25.7M
Vinva Investment Management Ltd 0.32% Add +223.2% 62,156 $25.5M
New York State Common Retirement Fund 0.03% Add +119.1% 63,646 $25.5M
Marshall Wace, LLP 0.02% Reduce -1.1% 63,356 $25.4M
Walleye Capital LLC 0.15% Add +6409.1% 63,073 $25.3M
Russell Investments Group, Ltd. 0.03% Reduce -17.9% 62,078 $24.9M
Citigroup Inc. 0.02% Add +21.0% 61,530 $24.7M
Robeco Institutional Asset Management B.V. 0.03% Reduce -14.0% 61,034 $24.5M
Ardmore Road Asset Management LP 1.84% New 60,391 $24.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Add +4.2% 54,115 $21.9M
Geneva Capital Management LLC 0.40% Add +0.1% 53,426 $21.4M
Tairen Capital Ltd 2.22% New 53,068 $21.3M
Cooper Creek Partners Management LLC 1.01% Reduce -17.0% 53,001 $21.3M
Quantinno Capital Management LP 0.04% Add +439.8% 51,659 $20.7M
ExodusPoint Capital Management, LP 0.22% New 49,194 $19.7M
Assenagon Asset Management S.A. 0.03% Add +80.2% 48,599 $19.5M
State Board of Administration of Florida Retirement System 0.03% Reduce -0.7% 48,551 $19.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +8.5% 50,564 $19.3M
Empire Life Investments Inc. 1.06% Add +10.6% 47,074 $18.9M
Aviva PLC 0.03% Add +17.1% 46,180 $18.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +65.9% 44,583 $17.9M
Cinctive Capital Management LP 1.02% Add +10.3% 43,875 $17.6M
Sei Investments Co. 0.02% Reduce -16.7% 42,847 $17.2M
Envestnet Asset Management Inc. 0.01% Reduce -23.5% 41,690 $16.7M
BNP Paribas Financial Markets 0.01% Reduce -29.1% 39,973 $16.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +17.3% 39,484 $15.9M
Granahan Investment Management, LLC 0.65% Add +57.3% 37,831 $15.2M
Korea Investment CORP 0.03% Add +9.5% 37,320 $15.0M
Aberdeen Group plc 0.02% Add +5.4% 37,304 $15.0M
Bank of Nova Scotia 0.02% Add +1402.7% 36,380 $14.6M
CANADA LIFE ASSURANCE Co 0.03% Reduce -29.0% 36,012 $14.5M
Public Employees Retirement Association of Colorado 0.05% Reduce -15.5% 35,453 $14.2M
Ilmarinen Mutual Pension Insurance Co 0.11% Add +107.2% 34,979 $14.0M
Norris Perne & French LLP 0.89% Add +1.1% 33,606 $13.5M
Ieq Capital, LLC 0.04% Add +55.2% 33,341 $13.4M
Connor, Clark & Lunn Investment Management Ltd. 0.04% New 33,275 $13.4M
Osmosis Investment Management UK Ltd 0.33% — 32,318 $13.0M
Ensign Peak Advisors, Inc 0.02% Reduce -70.0% 31,968 $12.8M
D. E. Shaw & Co. 0.01% Reduce -40.2% 31,600 $12.7M
LPL Financial LLC 0.00% Reduce -5.2% 31,560 $12.7M
SG Americas Securities, LLC 0.02% Add +1121.7% 30,372 $12.2M
Danske Bank A/S 0.03% Add +7.9% 30,333 $12.2M
Verition Fund Management LLC 0.07% Reduce -7.6% 30,067 $12.1M
HSBC Holdings PLC 0.01% Reduce -5.8% 29,708 $11.9M
Andra AP-fonden 0.14% Reduce -22.1% 28,892 $11.6M
OMERS ADMINISTRATION Corp 0.08% Reduce -8.9% 28,508 $11.4M
Bienville Capital Management, LLC 1.81% New 28,457 $11.4M
Barclays PLC 0.00% Add +18.1% 28,435 $11.4M
PFA Pension, Forsikringsaktieselskab 0.03% — 27,178 $11.0M
Cwm, LLC 0.03% Add +31.4% 26,968 $10.8M
State of Wisconsin Investment Board 0.02% Reduce -5.0% 26,812 $10.8M
Skandinaviska Enskilda Banken AB (publ) 0.04% Reduce -46.4% 26,767 $10.7M
Susquehanna Fundamental Investments, LLC 0.36% New 26,313 $10.6M
APG Asset Management N.V. 0.03% Reduce -0.3% 30,574 $10.4M
DekaBank Deutsche Girozentrale 0.02% No change 14,966 $10.3M
Oribel Capital Management, LP 1.00% New 25,500 $10.2M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -34.8% 25,368 $10.2M
Royal London Asset Management Ltd. 0.02% Add +12.7% 25,122 $10.1M
NDVR, Inc. 8.24% Reduce -5.0% 24,747 $9.9M
Forsta Ap-Fonden 0.06% Add +28.2% 24,620 $9.9M
Nordea Investment Management AB 0.01% Add +7.6% 23,292 $9.4M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.13% — 22,957 $9.2M
Asset Management One Co., Ltd. 0.02% Reduce -7.7% 22,267 $8.9M
Mariner, LLC 0.01% Add +124.8% 21,666 $8.7M
Treasurer of the State of North Carolina 0.03% Reduce -6.8% 21,302 $8.5M
Oddo BHF Asset Management Sas 0.32% Reduce -8.5% 21,276 $8.5M
Nomura Asset Management Co. Ltd. 0.02% Reduce -3.1% 19,578 $7.9M
Quadrature Capital Ltd 0.08% New 19,424 $7.8M
KLP Kapitalforvaltning As 0.03% Reduce -33.5% 19,100 $7.7M
Groupe la Francaise 0.11% Add +54314.3% 19,045 $7.6M
Cerity Partners LLC 0.01% Reduce -1.7% 18,843 $7.6M
Mn Services Vermogensbeheer B.V. 0.05% Add +1.6% 18,789 $7.5M
Slow Capital, Inc. 0.89% Add +35.9% 18,615 $7.5M
Brown Advisory Inc. 0.01% Reduce -26.4% 18,585 $7.5M
Handelsbanken Fonder AB 0.02% Add +60.4% 18,395 $7.4M
Entropy Technologies, LP 0.40% New 18,148 $7.3M
Temasek Holdings (Private) Ltd 0.02% New 17,965 $7.2M
GDS Wealth Management 0.44% Reduce -9.7% 17,595 $7.1M
Assetmark, Inc. 0.01% Add +30.9% 17,473 $7.0M
Candriam S.C.A. 0.04% Add +214.4% 17,431 $7.0M
Trexquant Investment LP 0.06% Reduce -17.2% 17,236 $6.9M
State of New Jersey Common Pension Fund D 0.02% Reduce -2.7% 16,883 $6.8M
Sora Investors LLC 0.56% Reduce -48.6% 16,159 $6.5M
Ballentine Partners, LLC 0.09% Add +711.0% 15,985 $6.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Add +9.6% 15,932 $6.4M
Focus Partners Wealth 0.01% Add +19.5% 15,781 $6.4M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.23% — 15,867 $6.4M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Add +1.1% 15,841 $6.4M
Resona Asset Management Co.,Ltd. 0.03% Reduce -2.9% 15,606 $6.3M
Public Employees Retirement System of Ohio 0.02% Reduce -3.6% 15,338 $6.2M
Sit Investment Associates Inc. 0.12% Reduce -2.7% 15,125 $6.1M
Swedbank AB 0.01% Reduce -38.6% 14,836 $6.0M
Exchange Traded Concepts, LLC 0.05% Add +44.6% 14,710 $5.9M
OP Asset Management Ltd 0.07% Add +75.5% 14,163 $5.7M
Illinois Municipal Retirement Fund 0.07% Reduce -8.8% 13,899 $5.6M
Daiwa Securities Group Inc. 0.02% Add +7.1% 13,878 $5.6M
HRT Financial LP 0.02% New 13,802 $5.5M
PensionDanmark Pensionsforsikringsaktieselskab 0.05% — 13,750 $5.5M
Arizona State Retirement System 0.03% Reduce -7.2% 13,750 $5.5M
Edgestream Partners, L.P. 0.15% Reduce -27.8% 13,308 $5.3M
Teachers Retirement System of the State of Kentucky 0.04% No change 13,300 $5.3M
Schonfeld Strategic Advisors LLC 0.03% Add +123.7% 13,187 $5.3M
Interval Partners, LP 0.12% Add +98.7% 13,082 $5.2M
J. Goldman & Co LP 0.20% New 12,970 $5.2M
Marex Group Ltd 0.06% Add +513.3% 12,751 $5.1M
Vident Advisory, LLC 0.05% Add +13.3% 12,398 $5.0M
Jennison Associates LLC 0.00% Reduce -97.1% 12,310 $4.9M
Los Angeles Capital Management LLC 0.02% Reduce -10.8% 10,338 $4.9M
ING Groep NV 0.03% New 12,300 $4.9M
MML Investors Services, LLC 0.01% Reduce -18.9% 12,084 $4.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Reduce -21.1% 11,853 $4.8M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 2.30% Add +31.1% 11,800 $4.7M
Caisse de depot et placement du Quebec 0.01% Reduce -60.2% 11,729 $4.7M
Wealth Enhancement Advisory Services, LLC 0.01% Add +40.7% 11,739 $4.7M
Janney Capital Management LLC 0.29% Reduce -24.3% 11,639 $4.7M
Creative Planning 0.00% Reduce -2.9% 11,622 $4.7M
Curi Capital, LLC 0.08% Add +29.9% 11,422 $4.6M
IFM Investors Pty Ltd 0.04% Add +5.2% 11,336 $4.5M
Xponance LLC 0.03% Add +2.4% 11,033 $4.4M
Silvant Capital Management LLC 0.15% Add +1.4% 10,960 $4.4M
Abn Amro Investment Solutions 0.06% Add +39.6% 10,890 $4.4M
KBC Group NV 0.01% Reduce -82.6% 10,537 $4.2M
DNB Asset Management AS 0.01% Add +8.3% 10,393 $4.2M
Dark Forest Capital Management LP 0.19% Add +798.4% 10,377 $4.2M
Y-Intercept (Hong Kong) Ltd 0.09% Add +240.4% 10,334 $4.1M
Eurizon Capital SGR S.p.A. 0.01% — 10,096 $4.1M
Bailard, Inc. 0.09% Add +0.8% 9,819 $3.9M
USS Investment Management Ltd 0.02% Add +10.9% 9,710 $3.9M
Quantbot Technologies LP 0.13% Add +419.9% 9,686 $3.9M
Storebrand Asset Management As 0.01% Reduce -62.5% 9,624 $3.9M
Motley Fool Asset Management LLC 0.15% Add +471.3% 9,569 $3.8M
Engineers Gate Manager LP 0.04% Reduce -88.5% 9,165 $3.7M
Alight Capital Management LP 0.97% Reduce -30.8% 9,000 $3.6M
Picton Mahoney Asset Management 0.04% New 8,961 $3.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +23.3% 8,876 $3.6M
Mercer Global Advisors Inc. 0.01% Add +47.3% 8,407 $3.4M
Utah Retirement Systems 0.03% No change 8,392 $3.4M
Mediolanum International Funds Ltd 0.03% Add +108.9% 8,263 $3.4M
Legato Capital Management LLC 0.29% Add +34.0% 8,307 $3.3M
Vontobel Holding Ltd. 0.01% Add +71.1% 8,194 $3.3M
SummitTX Capital, L.P. 0.10% Add +422.3% 8,132 $3.3M
Macquarie Group Ltd. 0.01% Reduce -95.4% 8,057 $3.2M
Swiss Life Asset Management Ltd 0.02% Add +4.0% 8,044 $3.2M
Toronto Dominion Bank 0.01% Reduce -1.6% 8,032 $3.2M
Commonwealth Equity Services, LLC 0.00% Reduce -1.1% 7,894 $3.2M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -5.2% 7,772 $3.1M
Pinebridge Investments LLC 0.02% — 7,524 $3.0M
Harbour Capital Advisors, LLC 0.61% Reduce -5.3% 7,817 $3.0M
Aquatic Capital Management LLC 0.08% New 7,302 $2.9M
Freemont Management S.A. 0.57% Add +260.0% 7,200 $2.9M
Baker Avenue Asset Management, LP 0.07% Add +10.1% 7,167 $2.9M
Brevan Howard Capital Management LP 0.06% Add +120.5% 7,086 $2.8M
NewEdge Advisors, LLC 0.01% Add +6.8% 7,027 $2.8M
Federation des caisses Desjardins du Quebec 0.01% Reduce -16.9% 6,842 $2.7M
National Pension Service 0.00% Reduce -90.9% 6,791 $2.7M
Natixis 0.01% Reduce -2.1% 6,644 $2.7M
Vanguard Personalized Indexing Management, LLC 0.03% Add +4.3% 6,602 $2.6M
Fox Run Management, L.L.C. 0.40% Add +28.6% 6,435 $2.6M
High Net Worth Advisory Group LLC 0.59% Reduce -2.7% 6,420 $2.6M
Nissay Asset Management Corp. /Japan 0.01% Add +1.6% 6,388 $2.6M
Truist Financial Corp. 0.00% Reduce -28.3% 6,304 $2.5M
LGT Group Foundation 0.03% Add +2.2% 6,196 $2.5M
Tredje AP-fonden 0.02% No change 6,230 $2.5M
Baron Capital (BAMCO) 0.01% Reduce -34.2% 6,122 $2.5M
Sterling Capital Management LLC 0.04% Reduce -18.6% 5,948 $2.4M
Orion Porfolio Solutions, LLC 0.02% Add +337.2% 5,946 $2.4M
Knollwood Investment Advisory, LLC 0.22% Add +2.5% 5,800 $2.3M
Alternative Investment Advisors, LLC. 1.01% New 5,789 $2.3M
NorthCoast Asset Management LLC 0.05% Reduce -92.1% 5,758 $2.3M
Wasatch Advisors LP 0.01% Reduce -10.0% 5,729 $2.3M
Cetera Investment Advisers 0.00% Add +15.0% 5,589 $2.2M
Investment Management Corp of Ontario 0.03% Add +7.0% 5,500 $2.2M
Boothbay Fund Management, LLC 0.06% Add +550.4% 5,444 $2.2M
Parallel Advisors, LLC 0.04% Add +746.6% 5,291 $2.1M
Summit Trail Advisors, LLC 0.04% Add +59.1% 5,134 $2.1M
Mackenzie Financial Corp. 0.00% Add +31.4% 5,080 $2.1M
IFP Advisors, Inc 0.05% Add +707.2% 5,126 $2.1M
Oppenheimer Asset Management Inc. 0.03% Add +21.2% 5,116 $2.1M
Atom Investors LP 0.16% New 5,102 $2.0M
Havemeyer Place LP 0.40% — 5,093 $2.0M
Lido Advisors, LLC 0.01% Reduce -36.4% 4,390 $2.0M
Schroder Investment Management Group 0.00% Reduce -27.9% 5,062 $2.0M
Osaic Holdings, Inc. 0.00% Add +25.5% 5,018 $2.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% No change 5,011 $2.0M
Credit Agricole S A 0.01% Reduce -8.2% 5,008 $2.0M
Mayflower Financial Advisors, LLC 0.24% Add +282.3% 4,974 $2.0M
Van Eck Associates Corp. 0.00% Reduce -3.7% 4,924 $2.0M
Parallax Volatility Advisers, L.P. 0.07% New 4,907 $2.0M
Pallas Capital Advisors LLC 0.06% Add +413.9% 4,805 $1.9M
Azzad Asset Management Inc. 0.19% Add +0.1% 4,754 $1.9M
Captrust Financial Advisors 0.00% Add +12.8% 4,635 $1.9M
Intellectus Partners, LLC 0.36% Add +12.7% 4,577 $1.8M
WCM Investment Management, LLC 0.00% Add +0.3% 4,473 $1.8M
B. Metzler seel. Sohn & Co. AG 0.02% Add +7.5% 4,396 $1.8M
Quantitative Investment Management, LLC 0.17% Reduce -7.8% 4,366 $1.8M
Tidal Investments LLC 0.01% Reduce -69.1% 4,358 $1.7M
Amalgamated Bank 0.01% Add +3.7% 4,341 $1.7M
BDF-Gestion 0.21% Reduce -6.3% 4,324 $1.7M
Numerai GP LLC 0.21% New 4,313 $1.7M
Addison Capital Co 0.43% Add +0.1% 4,244 $1.7M
Janney Montgomery Scott LLC 0.00% Reduce -35.9% 4,198 $1.7M
Capstone Investment Advisors, LLC 0.02% New 4,156 $1.7M
HighTower Advisors, LLC 0.00% Add +8.8% 4,125 $1.7M
Summit Global Investments 0.10% Reduce -51.0% 4,110 $1.6M
Peak Financial Advisors LLC 0.74% Add +217.5% 4,080 $1.6M
Focus Partners Advisor Solutions, LLC 0.02% Add +87.9% 4,055 $1.6M
Manufacturers Life Insurance Company, The 0.00% Add +44.0% 4,019 $1.6M
Quantum Private Wealth, LLC 0.47% Reduce -4.8% 4,010 $1.6M
Alps Advisors Inc. 0.01% Add +11.0% 4,004 $1.6M
ASR Vermogensbeheer N.V. 0.02% Reduce -0.8% 3,974 $1.6M
Aristotle Atlantic Partners, LLC 0.07% Reduce -85.1% 3,963 $1.6M
Altman Advisors, Inc. 0.60% Add +18.2% 3,962 $1.6M
Allstate Corp. 0.02% Add +104.1% 3,946 $1.6M
Moody National Bank Trust Division 0.15% Add +25.8% 3,927 $1.6M
PEAK6 LLC 0.04% Reduce -62.6% 3,876 $1.6M
Avanza Fonder AB 0.04% No change 3,827 $1.5M
1832 Asset Management L.P. 0.00% Reduce -37.9% 3,757 $1.5M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -29.1% 3,741 $1.5M
Nisa Investment Advisors, LLC 0.00% Add +18.1% 3,632 $1.5M
Factory Mutual Insurance Co. 0.01% No change 3,500 $1.4M
Advisory Services Network, LLC 0.02% Reduce -32.7% 3,493 $1.4M
Sanctuary Advisors, LLC 0.01% Reduce -12.4% 3,422 $1.4M
Comerica Bank 0.01% Reduce -79.1% 3,420 $1.4M
Guggenheim Capital LLC 0.01% Reduce -0.1% 3,402 $1.4M
Catalyst Funds Management Pty Ltd 0.32% No change 3,400 $1.4M
Ethic Inc. 0.02% Reduce -1.4% 3,342 $1.3M
MetLife Investment Management, LLC 0.01% Add +0.9% 3,284 $1.3M
Kentucky Retirement Systems 0.03% No change 3,192 $1.3M
Circle Wealth Management, LLC 0.02% Add +16.7% 3,122 $1.3M
Jones Financial Companies LLLP 0.00% Add +189.8% 3,092 $1.2M
FORA Capital, LLC 0.15% New 3,091 $1.2M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -7.0% 3,019 $1.2M
Broderick Brian C 0.23% No change 3,000 $1.2M
Oak Harvest Investment Services 0.13% New 3,000 $1.2M
O'shaughnessy Asset Management, LLC 0.01% Reduce -23.4% 2,990 $1.2M
1776 Wealth LLC 0.45% Add +6.7% 2,976 $1.2M
Corient Private Wealth LP 0.00% Add +40.8% 2,967 $1.2M
Diversified Trust Co. 0.02% Add +488.1% 2,929 $1.2M
Linden Thomas Advisory Services, LLC 0.12% Add +3.6% 2,928 $1.2M
Praxis Investment Management Inc. 0.07% Add +425.0% 2,898 $1.2M
Fred Alger Management, LLC 0.00% Reduce -67.1% 2,873 $1.2M
Jefferies Financial Group Inc. 0.01% Reduce -77.1% 2,845 $1.1M
Pathstone Holdings, LLC 0.00% Reduce -8.4% 2,834 $1.1M
Qsemble Capital Management, LP 0.09% Reduce -17.6% 2,804 $1.1M
Wealthfront Advisers LLC 0.00% Reduce -20.6% 2,802 $1.1M
Alberta Investment Management Corp 0.01% New 2,800 $1.1M
Essential Partners LLC 0.34% Add +1105.2% 2,784 $1.1M
Campbell & CO Investment Adviser LLC 0.05% New 2,770 $1.1M
Coldstream Capital Management Inc. 0.01% Add +18.8% 2,754 $1.1M
M&T Bank Corp 0.00% Add +19.7% 2,705 $1.1M
Polymer Capital Management (US) LLC 0.14% Add +95.0% 2,678 $1.1M
Twin Focus Capital Partners, LLC 0.12% No change 2,666 $1.1M
Merit Financial Group, LLC 0.01% Add +20.1% 2,635 $1.1M
Evolve Private Wealth, LLC 0.06% — 2,630 $1.1M
Rockefeller Capital Management L.P. 0.00% Reduce -95.8% 2,623 $1.1M
Loomis Sayles & Co. L P 0.00% No change 2,619 $1.1M
Plato Investment Management Ltd 0.07% Reduce -4.5% 2,587 $1.0M
Cresset Asset Management, LLC 0.00% Reduce -4.0% 2,595 $1.0M
Baader Bank Aktiengesellschaft 0.09% Reduce -28.3% 2,561 $1.0M
Maryland State Retirement & Pension System 0.02% No change 2,471 $992K
Sivia Capital Partners, LLC 0.20% Add +170.4% 2,458 $986K
AE Wealth Management LLC 0.01% Add +0.8% 2,423 $972K
Gulf International Bank (UK) Ltd 0.03% No change 2,410 $967K
Bokf, NA 0.01% Reduce -40.7% 2,376 $953K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +22.5% 2,365 $949K
Vestmark Advisory Solutions, Inc. 0.01% Add +30.5% 2,353 $944K
PNC Financial Services Group, Inc. 0.00% Reduce -18.2% 2,339 $939K
US Bancorp \de 0.00% Reduce -14.7% 2,326 $933K
CIBC Asset Management Inc 0.00% Add +1.9% 2,308 $926K
Atria Investments, Inc 0.01% Add +0.2% 2,307 $926K
Woodline Partners LP 0.00% Add +166.1% 2,302 $924K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -16.8% 2,301 $923K
Integrated Wealth Concepts LLC 0.01% Reduce -5.5% 2,276 $913K
Cabot Wealth Management Inc. 0.10% Reduce -41.9% 2,253 $904K
Graham Capital Management, L.P. 0.04% Add +210.8% 2,191 $879K
SBI Okasan Asset Management Co.Ltd. 0.05% — 2,200 $879K
Daiichi Life Insurance Co., Ltd. 0.02% No change 2,186 $877K
E. Ohman J:or Asset Management AB 0.02% No change 2,160 $867K
Blueshift Asset Management, LLC 0.25% New 2,136 $857K
Quest Investment Management LLC 0.09% Reduce -32.7% 2,113 $848K
Rakuten Investment Management, Inc. 0.00% Reduce -98.0% 2,121 $847K
Lavelle Capital LP 0.53% — 2,103 $844K
Inceptionr LLC 0.23% New 2,102 $844K
Union Bancaire Privee, UBP SA 0.01% Reduce -22.2% 2,045 $817K
Kintegral Advisory, LLC 0.07% Reduce -2.7% 2,030 $815K
XTX Topco Ltd 0.02% Add +37.4% 1,937 $777K
Mutual of America Capital Management LLC 0.01% Reduce -15.0% 1,912 $767K
Profund Advisors LLC 0.02% Reduce -6.6% 1,907 $765K
&partners 0.00% Reduce -9.9% 1,908 $764K
Apollon Wealth Management, LLC 0.01% Add +91.5% 1,902 $763K
Lighthouse Investment Partners, LLC 0.03% New 1,871 $751K
Triglav Investments, D.O.O. 0.05% New 1,869 $750K
Snowden Capital Advisors LLC 0.02% Add +134.1% 1,868 $750K
Perpetual Ltd 0.01% Add +15.6% 1,841 $739K
Leonteq Securities AG 0.04% Reduce -57.6% 1,830 $734K
Gotham Asset Management 0.00% Add +309.9% 1,812 $727K
Simmons Bank 0.05% New 1,802 $723K
NewEdge Wealth, LLC 0.01% Reduce -21.1% 1,802 $723K
Hillsdale Investment Management Inc. 0.02% No change 1,800 $722K
North Dakota State Investment Board 0.03% — 1,790 $718K
Gilbert & Cook, Inc. 0.09% Reduce -2.3% 1,767 $709K
Flagship Harbor Advisors, LLC 0.03% Reduce -12.7% 1,752 $703K
Elevation Point Wealth Partners, LLC 0.03% Add +3.3% 1,738 $697K
Cibc World Markets Corp. 0.00% — 1,737 $697K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.26% No change 1,715 $688K
Farther Finance Advisors, LLC 0.01% Add +31.9% 1,706 $685K
Krilogy Financial LLC 0.02% Add +124.5% 2,052 $675K
Banque Cantonale Vaudoise 0.02% Add +6.3% 1,673 $671K
Rafferty Asset Management, LLC 0.00% Reduce -39.8% 1,672 $671K
Metis Global Partners, LLC 0.02% Add +2.8% 1,659 $666K
Teacher Retirement System of Texas 0.00% Reduce -83.3% 1,649 $662K
Brookstone Capital Management 0.01% Add +13.8% 1,644 $660K
Bayforest Capital Ltd 0.47% Add +33.4% 1,570 $630K
GraniteShares Advisors LLC 0.37% Add +32.7% 1,501 $602K
Armstrong Advisory Group, Inc. 0.04% Add +50.2% 1,496 $600K
Zacks Investment Management 0.00% Reduce -0.1% 1,470 $590K
NorthCrest Asset Manangement, LLC 0.01% Add +11.4% 1,545 $587K
Qtron Investments LLC 0.08% Reduce -5.0% 1,455 $584K
Bluebird Wealth Management LLC 0.54% — 1,443 $579K
Westpac Banking Corp. 0.04% Add +73.4% 1,413 $567K
Prudential Financial Inc. 0.00% Reduce -53.9% 1,396 $567K
DGS Capital Management, LLC 0.10% Reduce -2.1% 1,408 $565K
Kraematon Investment Advisors, Inc. 0.45% Reduce -23.4% 1,405 $564K
Stephens Inc. 0.01% Reduce -4.7% 1,393 $559K
Guerra Pan Advisors, LLC 0.33% Reduce -8.4% 1,392 $559K
Intech Investment Management LLC 0.01% Reduce -93.9% 1,385 $556K
Washington Capital Management, Inc. 0.44% Add +35.0% 1,350 $542K
Kentucky Retirement Systems Insurance Trust Fund 0.03% No change 1,338 $537K
Sequoia Financial Advisors, LLC 0.00% Add +18.0% 1,336 $536K
Ostrum Asset Management 0.03% Reduce -24.9% 1,330 $534K
Regal Investment Advisors LLC 0.03% Add +9.3% 1,304 $523K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -5.3% 1,304 $523K
Moneta Group Investment Advisors LLC 0.00% Add +2.7% 1,304 $523K
Provident Living Financial Services, Inc. 0.51% — 1,288 $517K
Shay Capital LLC 0.08% New 1,275 $512K
Sax Wealth Advisors, LLC 0.02% Reduce -34.2% 1,273 $511K
Caerus Investment Advisors, LLC 0.17% Add +102.9% 1,248 $501K
Kestra Advisory Services, LLC 0.00% Reduce -8.3% 1,241 $498K
Wincap Financial LLC 0.34% No change 1,240 $498K
Hunting Hill Global Capital, LLC 0.49% Reduce -45.5% 1,237 $496K
EP Wealth Advisors, LLC 0.00% — 1,220 $490K
Fifth Third Bancorp 0.00% Add +12.1% 1,206 $484K
United Capital Financial Advisors, LLC 0.00% Reduce -0.3% 1,197 $480K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.0% 1,194 $479K
SCS Capital Management LLC 0.01% Reduce -0.3% 1,191 $478K
Steward Partners Investment Advisory, LLC 0.00% Reduce -41.0% 1,170 $469K
HB Wealth Management, LLC 0.00% Add +5.9% 1,168 $469K
GC Wealth Management RIA, LLC 0.02% Reduce -29.3% 1,166 $468K
Gsa Capital Partners LLP 0.04% Reduce -32.3% 1,158 $465K
Emerald Advisers, LLC 0.01% Reduce -4.2% 1,153 $463K
Chicago Partners Investment Group LLC 0.01% Add +88.9% 1,392 $449K
Evergreen Capital Management LLC 0.01% New 1,109 $445K
Ellevest, Inc. 0.06% Reduce -20.3% 1,107 $444K
Maxi Investments CY Ltd 0.08% No change 1,100 $441K
MIdWestOne Financial Group, Inc. 0.05% Add +143.0% 1,096 $440K
Park Avenue Securities LLC 0.00% Add +0.3% 1,081 $434K
Prudential PLC 0.00% Add +14.8% 1,068 $429K
Evanson Asset Management, LLC 0.02% No change 1,067 $428K
National Bank of Canada 0.00% Add +181.8% 1,068 $428K
Aviso Wealth Management 0.18% Reduce -12.7% 1,057 $424K
Vestcor Inc 0.01% Reduce -82.5% 1,057 $424K
Principal Financial Group Inc. 0.00% Reduce -34.4% 1,051 $422K
Cary Street Partners Financial LLC 0.01% New 1,013 $407K
Kassira Wealth Management LLC 0.39% Add +3.4% 1,012 $406K
Values First Advisors, Inc. 0.21% Add +2.8% 1,010 $405K
Laird Norton Wetherby Trust Company, LLC 0.01% New 1,010 $405K
May Hill Capital, LLC 0.11% Reduce -22.4% 1,006 $404K
Private Advisor Group, LLC 0.00% Reduce -21.0% 1,002 $402K
V-Square Quantitative Management LLC 0.04% New 1,001 $402K
GM Advisory Group, LLC 0.02% New 1,000 $401K
Blue Trust, Inc. 0.00% Add +7.1% 971 $390K
Syon Capital LLC 0.02% New 970 $389K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.10% No change 960 $385K
Voleon Capital Management LP 0.01% Reduce -67.0% 952 $382K
IFG Advisory, LLC 0.02% New 951 $382K
EntryPoint Capital, LLC 0.15% New 931 $374K
Choreo, LLC 0.00% Add +33.3% 917 $372K
Commerce Bank 0.00% Reduce -36.9% 914 $367K
Miller Financial Services LLC 0.43% New 909 $365K
UniSuper Management Pty Ltd 0.00% No change 900 $361K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% No change 900 $361K
Independent Advisor Alliance 0.01% Reduce -27.6% 894 $359K
Fulton Bank, N.A. 0.01% Add +18.7% 889 $357K
Machina Capital S.A.S. 0.07% Reduce -23.8% 877 $352K
Waverly Advisors, LLC 0.00% Add +14.7% 874 $351K
Waddell & Associates, LLC 0.02% Add +11.5% 870 $349K
Beese Fulmer Investment Management, Inc. 0.02% New 868 $348K
Legacy Advisors, LLC 0.04% Add +0.1% 863 $346K
Integrated Quantitative Investments LLC 0.07% Reduce -36.4% 857 $344K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Add +76.5% 842 $338K
Frank, Rimerman Advisors LLC 0.02% New 841 $337K
Redwood Financial Network Corp 0.21% No change 836 $335K
Wick Capital Partners, LLC 0.06% New 835 $335K
Wealthspire Advisors, LLC 0.00% Add +22.1% 818 $328K
Sovereign's Capital Management, LLC 0.20% Reduce -9.2% 805 $323K
Signaturefd, LLC 0.00% Reduce -19.2% 804 $323K
Synergy Financial Group, LTD 0.22% Reduce -4.0% 792 $318K
World Investment Advisors 0.01% Add +72.8% 786 $315K
TCW Group Inc. 0.00% New 784 $315K
Avior Wealth Management, LLC 0.01% New 761 $305K
GenTrust, LLC 0.01% New 760 $305K
Mgo One Seven LLC 0.01% No change 729 $293K
Aaron Wealth Advisors LLC 0.02% New 720 $289K
Rothschild Wealth LLC 0.03% New 710 $285K
DRW Securities, LLC 0.02% New 706 $283K
Philip James Wealth Mangement, LLC 0.03% Add +19.5% 705 $283K
Magnetar Financial LLC 0.00% Reduce -4.7% 705 $283K
Princeton Capital Management LLC 0.07% Reduce -17.9% 700 $281K
Arcadia Investment Management Corp. 0.05% No change 700 $281K
TFB Advisors LLC 0.08% Add +27.7% 696 $279K
Siemens Fonds Invest GmbH 0.01% No change 688 $279K
Jackson Thornton Wealth Management, LLC 0.03% Add +6.6% 691 $274K
Interchange Capital Partners, LLC 0.05% New 678 $272K
Belpointe Asset Management LLC 0.01% New 669 $268K
denkapparat Operations GmbH 0.14% No change 662 $266K
B.O.S.S. Retirement Advisors, LLC 0.08% Reduce -58.2% 656 $263K
Avalon Trust Co 0.02% Add +6.7% 640 $257K
Perigon Wealth Management, LLC 0.00% Add +14.1% 632 $254K
Allianz Asset Management GmbH 0.00% Reduce -98.0% 628 $252K
HighPoint Advisor Group LLC 0.01% Reduce -0.3% 617 $248K
Cordgrass Capital Advisors, LLC 0.06% No change 616 $247K
EverSource Wealth Advisors, LLC 0.01% Reduce -10.6% 616 $247K
Meeder Advisory Services, Inc. 0.01% Reduce -14.0% 613 $246K
Lecap Asset Management Ltd. 0.10% New 607 $244K
Group One Trading LLC 0.01% Reduce -76.9% 607 $244K
Certuity, LLC 0.02% New 600 $241K
Accredited Investors Inc. 0.01% Reduce -2.0% 586 $235K
Peak Financial Management, Inc. 0.06% No change 580 $233K
Prime Capital Investment Advisors, LLC 0.00% Reduce -6.1% 573 $230K
Nicolet Advisory Services, LLC 0.02% Reduce -42.0% 601 $226K
Aster Capital Management (DIFC) Ltd 0.10% Reduce -68.1% 559 $224K
Vise Technologies, Inc. 0.00% Add +14.1% 557 $224K
Riversedge Advisors, LLC 0.03% New 532 $213K
DAVENPORT & Co LLC 0.00% Reduce -70.9% 531 $213K
Impact Capital Partners LLC 0.06% Reduce -4.7% 528 $212K
New York Life Investment Management LLC 0.00% Reduce -13.2% 528 $212K
Brown Brothers Harriman & Co. 0.00% Reduce -10.9% 524 $210K
Prosperity Consulting Group, LLC 0.01% Add +3.0% 523 $210K
Twelve Points Wealth Management LLC 0.05% Add +17.4% 560 $208K
AlphaQuest LLC 0.01% Add +43.2% 517 $207K
Benedict Financial Advisors Inc. 0.04% No change 515 $207K
Yousif Capital Management, LLC 0.00% Add +2.6% 677 $206K
Winthrop Advisory Group LLC 0.02% Reduce -5.1% 525 $206K
OneDigital Investment Advisors LLC 0.00% New 512 $205K
Fourpath Capital Management, LLC 0.03% Reduce -3.0% 511 $205K
Family Wealth Partners, LLC 0.07% New 510 $205K
FNY Investment Advisers, LLC 0.06% Add +69.4% 510 $204K
AlphaCore Capital LLC 0.00% New 508 $204K
Parcion Private Wealth LLC 0.01% New 506 $203K
PCM Encore, LLC 0.04% — 503 $202K
Paces Ferry Wealth Advisors, LLC 0.08% Reduce -34.1% 503 $202K
Independent Financial Group, LLC 0.00% New 502 $201K
Employees Retirement System of Texas 0.00% Reduce -99.7% 465 $187K
State of Wyoming 0.02% Add +310.0% 451 $181K
Centiva Capital, LP 0.01% Reduce -63.3% 450 $181K
Allworth Financial LP 0.00% Reduce -6.9% 445 $179K
FIL Ltd 0.00% Add +41.7% 445 $179K
Quadrant Capital Group LLC 0.01% Reduce -1.6% 437 $175K
Horizon Investments, LLC 0.00% Reduce -6.5% 434 $174K
Basecamp Wealth Advisors LLC 0.03% — 367 $147K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 366 $147K
Sunbelt Securities, Inc. 0.01% Reduce -2.7% 359 $144K
Rakuten Securities, Inc. 0.05% Reduce -48.4% 347 $139K
HHM Wealth Advisors, LLC 0.02% No change 343 $138K
Smartleaf Asset Management LLC 0.01% Add +3.7% 334 $136K
Global Retirement Partners, LLC 0.00% Add +534.0% 336 $135K
SageView Advisory Group, LLC 0.00% New 329 $132K
Bessemer Group Inc. 0.00% Reduce -2.7% 326 $131K
Private Trust Co. NA 0.01% Add +53.3% 299 $120K
TFC Financial Management, Inc. 0.01% Reduce -0.3% 293 $118K
Versant Capital Management, Inc 0.01% Add +349.2% 292 $117K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -98.6% 291 $117K
Strategic Wealth Partners, Ltd. 0.01% No change 290 $116K
Penserra Capital Management LLC 0.00% Reduce -96.3% 278 $111K
Clearstead Advisors, LLC 0.00% Reduce -42.2% 270 $108K
Wexford Capital LP 0.03% New 266 $107K
MAI Capital Management 0.00% Add +0.8% 265 $106K
GAMMA Investing LLC 0.01% Add +1.2% 260 $104K
Arax Advisory Partners 0.00% Reduce -97.4% 258 $104K
SBI Securities Co., Ltd. 0.00% Add +6.5% 245 $98K
DV Trading LLC 0.01% — 239 $96K
Provenance Wealth Advisors, LLC 0.01% Reduce -20.4% 234 $94K
Quent Capital, LLC 0.01% Reduce -23.5% 234 $94K
First Horizon Corp. 0.00% Reduce -33.0% 227 $91K
Montag A & Associates Inc. 0.00% Add +57.8% 224 $90K
Harbor Investment Advisory, LLC 0.01% No change 89,546 $90K
Westfuller Advisors, LLC 0.04% New 221 $89K
Atlantic Union Bankshares Corp 0.00% Add +21.6% 220 $88K
Rothschild Investment LLC 0.00% Reduce -80.9% 208 $83K
CKW Financial Group 0.01% No change 203 $81K
GPS Wealth Strategies Group, LLC 0.07% Reduce -62.1% 198 $79K
Covestor Ltd 0.04% Add +1.6% 186 $75K
Activest Wealth Management 0.01% Add +62.6% 174 $70K
Pier 88 Investment Partners LLC 0.07% New 160 $64K
Adirondack Trust Co. 0.02% No change 160 $64K
Eastern Bank 0.00% No change 150 $60K
Huntington National Bank 0.00% Add +8.3% 144 $58K
Sfam, LLC 0.05% — 139 $56K
Arbor Wealth Management LLC\AZ 0.04% — 134 $54K
Asset Dedication, LLC 0.00% No change 107 $43K
Torren Management, LLC 0.02% — 104 $42K
Whittier Trust Co. 0.00% Reduce -5.5% 104 $41K
CVA Family Office, LLC 0.00% Reduce -18.4% 102 $41K
Hollencrest Capital Management 0.00% New 100 $40K
Root Financial Partners, LLC 0.00% Reduce -91.4% 96 $39K
Reflection Asset Management 0.03% — 93 $37K
Larson Financial Group LLC 0.00% Add +378.9% 91 $37K
Pinnacle Wealth Planning Services, Inc. 0.00% New 87 $35K
S-Bank Fund Management Ltd 0.00% Reduce -7.5% 86 $35K
Vega Investment Solutions 0.01% — 85 $34K
Cary Street Partners Investment Advisory LLC 0.01% New 83 $33K
Harbour Investments, Inc. 0.00% Reduce -86.8% 77 $31K
Westside Investment Management, Inc. 0.00% Add +8.1% 80 $31K
Tower Research Capital LLC (TRC) 0.00% Reduce -94.1% 76 $30K
SJS Investment Consulting Inc. 0.00% Add +7100.0% 72 $29K
Hazlett, Burt & Watson, Inc. 0.01% Reduce -41.8% 64 $25K
Truvestments Capital LLC 0.00% No change 62 $25K
Salomon & Ludwin, LLC 0.00% Add +181.8% 62 $24K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -27.2% 59 $23K
True Wealth Design, LLC 0.01% Reduce -30.1% 58 $23K
AdvisorNet Financial, Inc 0.00% Reduce -47.1% 55 $22K
Zions Bancorporation, National Association 0.00% Add +237.5% 54 $22K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -3.6% 54 $22K
N.E.W. Advisory Services LLC 0.00% Reduce -10.2% 53 $21K
Parkside Financial Bank & Trust 0.00% Reduce -29.7% 52 $21K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -66.7% 51 $20K
Godfrey Financial Associates, Inc. 0.02% — 50 $20K
2UniFi Bank 0.01% No change 50 $20K
Physician Wealth Advisors, Inc. 0.00% Add +233.3% 50 $20K
Goodman Advisory Group, LLC 0.00% No change 49 $20K
LRI Investments, LLC 0.00% Reduce -4.2% 46 $18K
ORG Partners LLC 0.00% Add +27.8% 46 $18K
WPG Advisers, LLC 0.01% Reduce -23.7% 45 $18K
Bell Investment Advisors, Inc 0.00% Add +7.1% 45 $18K
TrinityBridge Ltd 0.00% No change 43 $17K
SHP Wealth Management 0.00% — 42 $17K
Peterson Wealth Services 0.00% Reduce -98.9% 41 $16K
MCF Advisors LLC 0.00% No change 40 $16K
Rachor Investment Advisory Services, LLC 0.01% — 39 $16K
Aventura Private Wealth, LLC 0.01% Reduce -77.4% 38 $15K
TD Capital Management LLC 0.00% No change 38 $15K
Smithfield Trust Co 0.00% No change 38 $15K
Turning Point Benefit Group, Inc. 0.01% Reduce -35.7% 36 $14K
EFG International AG 0.00% — 34 $14K
Lloyd Advisory Services, LLC. 0.01% New 33 $13K
International Assets Investment Management, LLC 0.00% New 31 $12K
Birchbrook, Inc. 0.01% No change 30 $12K
NFSG Corp 0.00% No change 30 $12K
Ameritas Investment Partners, Inc. 0.00% No change 30 $12K
Raiffeisen Bank International AG 0.00% Reduce -97.4% 29 $12K
Golden State Wealth Management, LLC 0.00% Reduce -64.6% 29 $12K
Marquette Asset Management, LLC 0.00% Add +180.0% 28 $11K
Tower View Wealth Management LLC 0.01% New 27 $11K
Capital Advisors, Ltd. LLC 0.00% Add +50.0% 24 $10K
Private Wealth Asset Management, LLC 0.00% No change 24 $10K
Colonial Trust Co / SC 0.00% Reduce -18.5% 22 $9K
HM Payson & Co. 0.00% New 21 $8K
Copia Wealth Management 0.01% Add +23.5% 21 $8K
SRH Advisors, LLC 0.00% No change 21 $8K
Highline Wealth Partners LLC 0.00% New 21 $8K
Global X Japan Co., Ltd. 0.00% Add +40.0% 21 $8K
Spire Wealth Management 0.00% Reduce -25.0% 21 $8K
Greenline Wealth Management LLC 0.01% — 21 $8K
Virtus Advisers, LLC 0.00% No change 20 $8K
Transamerica Financial Advisors, LLC 0.00% Add +66.7% 20 $8K
GW&K Investment Management, LLC 0.00% Reduce -79.2% 20 $8K
Quattro Advisors LLC 0.01% — 18 $7K
Quarry LP 0.00% Reduce -94.9% 17 $7K
Grove Bank & Trust 0.00% No change 17 $7K
Arlington Trust Co LLC 0.00% New 17 $7K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 16 $6K
Evelyn Partners Asset Management Ltd 0.00% No change 16 $6K
Concord Wealth Partners 0.00% No change 16 $6K
City Holding Co. 0.00% No change 16 $6K
Fideuram Asset Management (Ireland) dac 0.00% — 9 $6K
Manchester Capital Management LLC 0.00% Add +25.0% 15 $6K
Keating Financial Advisory Services, Inc. 0.00% — 15 $6K
Elyxium Wealth, LLC 0.00% New 15 $6K
Strategic Advocates LLC 0.00% Reduce -75.9% 13 $5K
Triumph Capital Management 0.00% New 13 $5K
GHP Investment Advisors, Inc. 0.00% No change 13 $5K
Hantz Financial Services, Inc. 0.00% Reduce -63.9% 13 $5K
Sachetta, LLC 0.00% Add +20.0% 12 $5K
SouthState Bank Corp 0.00% Reduce -25.0% 12 $5K
Ameriflex Group, Inc. 0.00% Reduce -50.0% 11 $4K
Redmont Wealth Advisors LLC 0.01% No change 10 $4K
Fairscale Capital, LLC 0.00% No change 10 $4K
WealthCollab, LLC 0.00% Reduce -33.3% 10 $4K
Cape Investment Advisory, Inc. 0.00% New 10 $4K
Addison Advisors LLC 0.00% Add +66.7% 10 $4K
Bogart Wealth, LLC 0.00% Reduce -60.0% 10 $4K
CoreCap Advisors, LLC 0.00% No change 10 $4K
IFC & Insurance Marketing, Inc. 0.00% — 10 $4K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -16.7% 10 $4K
Sound Income Strategies, LLC 0.00% No change 11 $3K
MV Capital Management, Inc. 0.00% Add +700.0% 8 $3K
JFS Wealth Advisors, LLC 0.00% Add +33.3% 8 $3K
Cromwell Holdings LLC 0.00% New 8 $3K
Raffa Wealth Management, LLC 0.00% No change 8 $3K
Webster Bank, N. A. 0.00% No change 8 $3K
Capital Analysts, LLC 0.00% Reduce -27.3% 8 $3K
Abound Wealth Management 0.00% No change 7 $3K
Signature Resources Capital Management, LLC 0.00% New 7 $3K
North Star Investment Management Corp. 0.00% Add +600.0% 7 $3K
Principia Wealth Advisory, LLC 0.00% Add +200.0% 6 $2K
Rossby Financial, LCC 0.00% Add +50.0% 6 $2K
Park Place Capital Corp 0.00% New 6 $2K
Independence Bank of Kentucky 0.00% New 6 $2K
CBIZ Investment Advisory Services, LLC 0.00% Add +500.0% 6 $2K
Lodestone Wealth Management LLC 0.00% New 5 $2K
SWAN Capital LLC 0.00% New 5 $2K
Stephens Consulting, LLC 0.00% No change 5 $2K
Fortitude Family Office, LLC 0.00% Reduce -82.1% 5 $2K
Center for Financial Planning, Inc. 0.00% No change 5 $2K
UMB Bank, n.a. 0.00% No change 5 $2K
Valley National Advisers Inc. 0.00% No change 6 $2K
Pension & Wealth Management Advisors, Inc. 0.00% No change 4 $2K
Blume Capital Management, Inc. 0.00% No change 4 $2K
Walsh & Associates, LLC 0.00% — 4 $2K
Aspect Partners, LLC 0.00% No change 4 $2K
Greykasell Wealth Strategies, Inc. 0.00% No change 4 $2K
Elevated Capital Advisors, LLC 0.00% New 4 $2K
Rosenberg Matthew Hamilton 0.00% No change 4 $2K
Geneos Wealth Management Inc. 0.00% No change 4 $2K
Winnacle Wealth LLC 0.00% No change 3 $1K
Cornerstone Financial Management LLC 0.00% — 3 $1K
Optima Capital LLC 0.00% New 3 $1K
Nemes Rush Group LLC 0.00% New 3 $1K
CENTRAL TRUST Co 0.00% No change 3 $1K
Ancora Advisors LLC 0.00% Add +50.0% 3 $1K
Avion Wealth 0.00% Reduce -57.1% 3 $1K
Cornerstone Planning Group LLC 0.00% Reduce -75.0% 3 $951
Wiser Advisor Group LLC 0.00% No change 2 $803
Financial Network Wealth Advisors LLC 0.00% No change 2 $803
Whipplewood Advisors, LLC 0.00% New 2 $803
Quaker Wealth Management, LLC 0.00% New 2 $803
Wealth Watch Advisors, INC 0.00% No change 2 $803
Nvwm, LLC 0.00% Reduce -99.9% 2 $803
DecisionPoint Financial, LLC 0.00% No change 2 $803
Private Wealth Management Group, LLC 0.00% Reduce -92.3% 2 $803
Stone House Investment Management, LLC 0.00% New 2 $803
Steigerwald, Gordon & Koch Inc. 0.00% New 2 $803
Cullen/Frost Bankers, Inc. 0.00% Reduce -85.7% 2 $803
TD Private Client Wealth LLC 0.00% Reduce -75.0% 2 $803
First Command Advisory Services, Inc. 0.00% No change 2 $803
Lanark Financial, Inc. 0.00% No change 2 $802
American Capital Advisory, LLC 0.00% No change 1 $402
Acumen Wealth Advisors, LLC 0.00% — 1 $402
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 1 $402
Rialto Wealth Management, LLC 0.00% No change 1 $402
Clark Wealth Partners 0.00% No change 1 $401
Signature Equity Partners, LLC 0.00% — 1 $401
Hughes Financial Services, LLC 0.00% Reduce -50.0% 1 $401
American National Bank & Trust 0.00% New 1 $401
Pacer Advisors, Inc. 0.00% Reduce -99.2% 1 $401
MidFirst Bank 0.00% — 1 $401
Meramec Financial Planners, LLC 0.00% — 1 $233

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