HubSpotHUBS

13F holders, Q1 2026 (March 31)
680holders −68
102new positions
171sold out
9famous investors
$243.84avg. 13F price*

At the end of Q1 2026, 680 institutions reported holding HubSpot Inc. (HUBS) in their 13F filings, down 68 from Q4 2025. 102 opened new positions and 171 sold out. The largest holders were T. Rowe Price Associates Inc. ($1.1B), BlackRock, Inc. ($1.0B) and Vanguard Portfolio Management LLC ($698.5M). 9 famous investors held it, including Gavin Baker (1.4% of Atreides Management's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Israel Englander (0.2% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions102$204.1M
Exits171$772.0M

All 13F filers, Q4 2025 → Q1 2026: 9,946,211 shares bought and 7,048,269 shares sold, net +2,897,942 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 680 holders

T. Rowe Price Associates Inc. 0.13% Add +0.5% 4,605,897 $1.1B
BlackRock, Inc. 0.02% Add +6.8% 4,098,507 $1.0B
Vanguard Portfolio Management LLC 0.04% — 2,861,445 $698.5M
JPMorgan Chase & Co. 0.04% Add +17.2% 2,655,310 $631.5M
Vanguard Capital Management LLC 0.01% — 2,271,588 $554.5M
Pictet Asset Management Holding SA 0.56% Add +13.1% 2,188,191 $534.0M
FMR LLC 0.02% Reduce -6.3% 1,748,271 $426.8M
AQR Capital Management 0.18% Add +36.9% 1,628,169 $397.4M
Two Sigma Investments, LP 0.28% Add +556.1% 1,344,621 $328.2M
Morgan Stanley 0.02% Add +154.9% 1,267,287 $309.3M
State Street Corp. 0.01% Add +4.9% 1,250,224 $305.2M
Geode Capital Management, LLC 0.02% Add +3.3% 1,003,295 $244.3M
Capital World Investors 0.03% Add +48.2% 959,849 $234.3M
Arrowstreet Capital, Limited Partnership 0.12% Add +352.1% 903,559 $220.6M
Millennium Management 0.17% Add +102.7% 900,179 $219.7M
Amundi 0.04% Add +33.4% 586,037 $143.1M
Jane Street Group, LLC 0.15% Add +151.1% 554,425 $135.3M
Alyeska Investment Group, L.P. 0.37% Reduce -4.8% 533,340 $130.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Reduce -9.9% 527,738 $128.8M
Wellington Management Group LLP 0.02% Reduce -41.8% 508,947 $124.2M
UBS Group AG 0.02% Add +225.4% 450,384 $109.9M
Acadian Asset Management LLC 0.15% Add +301.2% 438,087 $106.9M
Legal & General Group Plc 0.02% Add +3.5% 426,195 $104.0M
Goldman Sachs Group Inc. 0.01% Add +43.8% 411,532 $100.5M
Northern Trust Corp. 0.01% Add +4.0% 374,631 $91.4M
Federated Hermes, Inc. 0.15% Add +71.6% 366,286 $89.4M
Man Group plc 0.19% Reduce -32.6% 361,415 $88.2M
Qube Research & Technologies Ltd 0.12% Add +12.4% 354,389 $86.5M
Edmond DE Rothschild Holding S.A. 1.25% Add +53.4% 352,797 $86.1M
Vanguard Fiduciary Trust Co. 0.02% — 332,257 $81.1M
First Trust Advisors LP 0.06% Reduce -2.2% 316,015 $77.1M
Spyglass Capital Management LLC 5.42% Add +18.5% 313,922 $76.6M
Bank of America Corp. 0.01% Reduce -7.3% 310,308 $75.7M
Connor, Clark & Lunn Investment Management Ltd. 0.17% Add +812.7% 303,713 $74.1M
Charles Schwab Investment Management Inc. 0.01% Add +12.2% 292,795 $71.5M
Susquehanna International Group, LLP 0.09% Add +122.3% 285,053 $69.6M
Worldquant Millennium Advisors LLC 0.25% Add +0.5% 265,671 $64.9M
Bank of New York Mellon Corp 0.01% Reduce -44.6% 256,964 $62.7M
Westfield Capital Management Co. LP 0.24% Reduce -33.8% 232,976 $56.9M
Atreides Management 1.38% New 232,115 $56.7M
Squarepoint Ops LLC 0.12% Reduce -20.7% 226,586 $55.3M
Massachusetts Financial Services Co. 0.02% Add +49.3% 219,312 $53.6M
Nuveen, LLC 0.01% Reduce -5.7% 215,060 $52.5M
Fiera Capital Corp 0.17% Add +4.2% 207,299 $50.6M
American Century Companies Inc. 0.02% Reduce -24.5% 194,310 $47.4M
Invesco Ltd. 0.00% Reduce -37.6% 185,365 $45.2M
Marshall Wace, LLP 0.05% Add +184.8% 180,435 $44.0M
Royal Bank of Canada 0.01% Add +4.3% 178,912 $43.7M
Renaissance Technologies 0.06% New 169,740 $41.4M
Robeco Institutional Asset Management B.V. 0.06% Add +175.5% 168,162 $41.0M
BNP Paribas Financial Markets 0.03% Add +316.9% 166,663 $40.7M
Gilder Gagnon Howe & Co. LLC 0.47% Reduce -2.5% 161,818 $39.5M
Bank of Montreal 0.02% Add +102.1% 156,507 $38.2M
Voloridge Investment Management, LLC 0.15% Add +131.3% 154,098 $37.6M
Adage Capital Partners Gp, L.L.C. 0.06% Add +20.0% 150,000 $36.6M
Swiss National Bank 0.02% Add +6.4% 146,020 $35.6M
Walleye Capital LLC 0.24% Add +129.6% 144,843 $35.4M
Canada Pension Plan Investment Board 0.02% Add +39.7% 141,962 $34.7M
RDST Capital LLC 3.32% Reduce -10.5% 141,150 $34.5M
Deutsche Bank AG 0.01% Add +7.6% 136,762 $33.4M
Armistice Capital, LLC 1.04% Add +89.1% 128,583 $31.4M
Ardmore Road Asset Management LP 2.02% Add +108.3% 125,800 $30.7M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -4.2% 119,682 $29.2M
Citadel Advisors 0.02% Reduce -32.2% 118,213 $28.9M
State of Michigan Retirement System 0.14% No change 106,400 $26.0M
Capital Fund Management S.A. 0.23% Add +14.3% 104,662 $25.5M
Vinva Investment Management Ltd 0.31% Add +65.0% 102,570 $24.8M
Quantinno Capital Management LP 0.04% Add +91.2% 98,749 $24.1M
Assenagon Asset Management S.A. 0.04% Add +98.3% 96,385 $23.5M
Dimensional Fund Advisors LP 0.00% Reduce -18.0% 95,578 $23.3M
VANGUARD ASSET MANAGEMENT, Ltd 0.02% — 87,044 $21.2M
Eventide Asset Management, LLC 0.33% Reduce -7.8% 82,951 $20.2M
Russell Investments Group, Ltd. 0.02% Add +31.4% 81,590 $19.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +7.4% 80,300 $19.6M
Jain Global LLC 0.26% Reduce -55.7% 79,178 $19.3M
Ameriprise Financial Inc. 0.00% Add +4.2% 75,440 $18.4M
SG Americas Securities, LLC 0.02% Add +142.1% 73,520 $17.9M
Danica Pension, Livsforsikringsaktieselskab 0.32% Reduce -72.6% 70,204 $17.1M
Stifel Financial Corp. 0.02% Reduce -12.2% 70,023 $17.1M
Victory Capital Management Inc. 0.01% Add +3.2% 68,140 $16.6M
STRS Ohio 0.07% Reduce 0.0% 67,716 $16.5M
California Public Employees Retirement System 0.01% Reduce -4.8% 67,349 $16.4M
CIBC Bancorp USA Inc. 0.02% — 67,276 $16.4M
Rhumbline Advisers 0.01% Add +1.0% 65,807 $16.1M
Y-Intercept (Hong Kong) Ltd 0.29% Add +516.3% 63,692 $15.5M
New York State Common Retirement Fund 0.02% Reduce -0.6% 63,246 $15.4M
Alliancebernstein L.P. 0.00% Reduce -91.0% 37,939 $15.2M
California State Teachers Retirement System 0.02% Reduce -4.0% 61,818 $15.1M
Korea Investment CORP 0.03% Add +59.9% 59,680 $14.6M
Citigroup Inc. 0.01% Reduce -4.3% 58,869 $14.4M
Quadrature Capital Ltd 0.17% Add +193.3% 56,974 $13.9M
Verition Fund Management LLC 0.14% Add +86.8% 56,155 $13.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +9.9% 55,552 $13.6M
Cooper Creek Partners Management LLC 0.62% No change 53,001 $12.9M
Loomis Sayles & Co. L P 0.02% Add +1917.7% 52,844 $12.9M
HRT Financial LP 0.03% Add +267.2% 50,675 $12.4M
Barclays PLC 0.00% Add +76.1% 50,068 $12.2M
D. E. Shaw & Co. 0.01% Add +58.1% 49,966 $12.2M
Ieq Capital, LLC 0.06% Add +46.4% 48,794 $11.9M
State Board of Administration of Florida Retirement System 0.02% Reduce -0.9% 48,124 $11.7M
Aviva PLC 0.02% Add +2.7% 47,431 $11.6M
CANADA LIFE ASSURANCE Co 0.02% Add +28.3% 46,188 $11.3M
HSBC Holdings PLC 0.01% Add +54.9% 46,022 $11.3M
Toronto Dominion Bank 0.02% Add +446.3% 43,875 $10.7M
Cerity Partners LLC 0.02% Add +131.9% 43,699 $10.7M
Engineers Gate Manager LP 0.13% Add +372.1% 43,263 $10.6M
Boston Partners 0.01% New 42,505 $10.4M
PFA Pension, Forsikringsaktieselskab 0.03% Add +53.7% 41,776 $10.2M
Aberdeen Group plc 0.02% Add +10.5% 41,228 $10.1M
Trexquant Investment LP 0.07% Add +135.5% 40,598 $9.9M
Cwm, LLC 0.03% Add +49.5% 40,320 $9.8M
Geneva Capital Management LLC 0.19% Reduce -30.6% 37,086 $9.1M
Ensign Peak Advisors, Inc 0.02% Add +15.8% 37,002 $9.0M
Creative Planning 0.01% Add +207.2% 35,706 $8.7M
Sei Investments Co. 0.01% Reduce -16.8% 35,672 $8.7M
Ilmarinen Mutual Pension Insurance Co 0.07% Add +1.3% 35,415 $8.6M
Mariner, LLC 0.01% Add +63.3% 35,376 $8.6M
Wells Fargo & Company 0.00% Reduce -66.7% 34,098 $8.3M
Norris Perne & French LLP 0.41% Add +1.3% 34,058 $8.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -38.1% 33,510 $8.3M
Franklin Resources Inc. 0.00% Reduce -91.0% 32,169 $7.9M
Dark Forest Capital Management LP 0.69% Add +208.3% 31,995 $7.8M
Raymond James Financial Inc. 0.00% Reduce -78.5% 31,602 $7.7M
Bank of Nova Scotia 0.01% Reduce -13.8% 31,368 $7.7M
TD Asset Management Inc 0.01% Reduce -51.7% 31,284 $7.6M
Empire Life Investments Inc. 0.46% Reduce -33.7% 31,223 $7.6M
Royal London Asset Management Ltd. 0.02% Add +23.5% 31,026 $7.6M
Maytus Capital Management, LLC 1.31% New 30,209 $7.4M
Schonfeld Strategic Advisors LLC 0.06% Add +129.0% 30,195 $7.4M
OMERS ADMINISTRATION Corp 0.05% Add +3.1% 29,401 $7.2M
Ballentine Partners, LLC 0.10% Add +81.8% 29,060 $7.1M
Groupe la Francaise 0.10% Add +52.3% 29,004 $7.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -27.3% 28,694 $7.0M
Danske Bank A/S 0.02% Reduce -8.3% 27,822 $6.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -39.0% 27,206 $6.6M
Mitsubishi UFJ Trust & Banking Corp 0.02% Add +7.2% 27,181 $6.6M
Asset Management One Co., Ltd. 0.02% Add +20.0% 26,730 $6.5M
Landscape Capital Management, L.L.C. 0.41% New 26,373 $6.4M
Invenomic Capital Management LP 0.30% New 26,218 $6.4M
Swiss Life Asset Management Ltd 0.03% Add +225.8% 26,209 $6.4M
Vanguard Global Advisers, LLC 0.00% — 25,992 $6.3M
State of Wisconsin Investment Board 0.01% Reduce -3.2% 25,947 $6.3M
APG Asset Management N.V. 0.02% Reduce -3.3% 29,554 $6.3M
Janney Montgomery Scott LLC 0.02% Add +510.6% 25,634 $6.3M
Gotham Asset Management 0.02% Add +1300.8% 25,382 $6.2M
Claro Advisors Inc. 0.73% New 24,928 $6.1M
Susquehanna Fundamental Investments, LLC 0.23% Reduce -5.3% 24,906 $6.1M
Vanguard Investments Australia, Ltd. 0.02% — 24,792 $6.1M
Nordea Investment Management AB 0.01% Add +5.4% 24,545 $6.0M
Caisse de depot et placement du Quebec 0.01% Add +105.7% 24,122 $5.9M
Atom Investors LP 0.42% Add +372.1% 24,085 $5.9M
Tredje AP-fonden 0.03% Add +260.5% 22,460 $5.5M
Envestnet Asset Management Inc. 0.00% Reduce -47.1% 22,054 $5.4M
Treasurer of the State of North Carolina 0.02% Add +2.2% 21,769 $5.3M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.18% Add +35.8% 21,542 $5.3M
Freemont Management S.A. 0.96% Add +191.7% 21,000 $5.1M
Curi Capital, LLC 0.09% Add +80.8% 20,646 $5.0M
Focus Partners Wealth 0.01% Add +29.2% 20,387 $5.0M
LPL Financial LLC 0.00% Reduce -35.9% 20,236 $4.9M
BW Gestao de Investimentos Ltda. 0.22% New 20,150 $4.9M
FORA Capital, LLC 0.36% Add +549.8% 20,085 $4.9M
Candriam S.C.A. 0.03% Add +13.3% 19,749 $4.8M
Wealth Enhancement Advisory Services, LLC 0.01% Add +80.1% 21,145 $4.7M
KLP Kapitalforvaltning As 0.02% No change 19,100 $4.7M
PensionDanmark Pensionsforsikringsaktieselskab 0.05% Add +38.8% 19,085 $4.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.03% Add +61.0% 19,083 $4.7M
Mn Services Vermogensbeheer B.V. 0.03% No change 18,789 $4.6M
Handelsbanken Fonder AB 0.01% Reduce -0.8% 18,255 $4.5M
PEAK6 LLC 0.13% Add +364.1% 17,987 $4.4M
Vident Advisory, LLC 0.04% Add +39.2% 17,258 $4.2M
State of New Jersey Common Pension Fund D 0.02% No change 16,883 $4.1M
Exchange Traded Concepts, LLC 0.03% Add +14.7% 16,877 $4.1M
Nomura Asset Management Co. Ltd. 0.01% Reduce -14.7% 16,700 $4.1M
Voya Investment Management LLC 0.00% Reduce -78.7% 16,461 $4.0M
Los Angeles Capital Management LLC 0.02% Add +58.6% 16,400 $4.0M
Mercer Global Advisors Inc. 0.01% Add +94.1% 16,315 $4.0M
Lansforsakringar Fondforvaltning AB (publ) 0.02% Add +2.6% 16,258 $4.0M
KR Capital LP 0.80% — 16,255 $4.0M
XTX Topco Ltd 0.07% Add +734.8% 16,170 $3.9M
Vanguard Personalized Indexing Management, LLC 0.04% Add +142.5% 16,008 $3.9M
SEB Asset Management AB 0.02% — 15,915 $3.9M
Osmosis Investment Management UK Ltd 0.10% Reduce -51.9% 15,532 $3.8M
Tudor Investment Corporation 0.02% New 15,297 $3.7M
DekaBank Deutsche Girozentrale 0.01% No change 14,966 $3.7M
Sit Investment Associates Inc. 0.07% No change 15,125 $3.7M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 1.88% Add +26.3% 14,900 $3.6M
Public Employees Retirement System of Ohio 0.01% Reduce -3.1% 14,861 $3.6M
Brevan Howard Capital Management LP 0.04% Add +109.0% 14,810 $3.6M
Resona Asset Management Co.,Ltd. 0.02% Reduce -5.2% 14,798 $3.6M
Daiwa Securities Group Inc. 0.01% Add +5.8% 14,678 $3.6M
Eurizon Capital SGR S.p.A. 0.01% Add +43.9% 14,528 $3.5M
Illinois Municipal Retirement Fund 0.04% Add +2.9% 14,295 $3.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -11.4% 14,115 $3.4M
Exane Asset Management 0.70% New 12,144 $3.4M
Holocene Advisors, LP 0.01% New 13,646 $3.3M
Arizona State Retirement System 0.02% Reduce -1.6% 13,529 $3.3M
Teachers Retirement System of the State of Kentucky 0.03% No change 13,300 $3.2M
Motley Fool Asset Management LLC 0.14% Add +34.8% 12,895 $3.1M
Axq Capital, LP 0.40% New 12,782 $3.1M
Commonwealth Equity Services, LLC 0.00% Add +59.6% 12,599 $3.1M
Federation des caisses Desjardins du Quebec 0.01% Add +81.9% 12,445 $3.0M
Occudo Quantitative Strategies LP 0.16% New 13,493 $3.0M
Jump Financial, LLC 0.05% Reduce -83.8% 12,221 $3.0M
Xponance LLC 0.02% Add +8.9% 12,010 $2.9M
National Pension Service 0.00% Add +74.7% 11,863 $2.9M
IFM Investors Pty Ltd 0.02% Add +3.1% 11,688 $2.9M
Aware Super Pty Ltd as trustee of Aware Super 0.04% — 11,523 $2.8M
Silvant Capital Management LLC 0.10% Add +3.7% 11,364 $2.8M
Alphadyne Asset Management LP 0.36% New 11,361 $2.8M
Manufacturers Life Insurance Company, The 0.00% Add +175.3% 11,063 $2.7M
Capula Management Ltd 0.02% New 11,027 $2.7M
DNB Asset Management AS 0.01% Add +5.0% 10,909 $2.7M
KBC Group NV 0.01% Add +1.5% 10,695 $2.6M
Allianz Asset Management GmbH 0.00% Add +1551.0% 10,368 $2.5M
USS Investment Management Ltd 0.01% Add +6.7% 10,364 $2.5M
Sequoia Financial Advisors, LLC 0.01% Add +657.5% 10,120 $2.5M
Allstate Corp. 0.03% Add +153.9% 10,020 $2.4M
Mediolanum International Funds Ltd 0.03% Add +21.9% 10,073 $2.4M
Captrust Financial Advisors 0.00% Add +101.3% 9,328 $2.3M
Linden Thomas Advisory Services, LLC 0.22% Add +218.2% 9,316 $2.3M
Oak Thistle LLC 0.22% New 9,189 $2.2M
Mirova 0.09% New 9,154 $2.2M
Bailard, Inc. 0.05% Reduce -9.1% 8,926 $2.2M
Walleye Trading LLC 0.04% New 8,701 $2.1M
Schroder Investment Management Group 0.00% Add +71.5% 8,683 $2.1M
Rothschild Investment LLC 0.11% Add +4072.6% 8,679 $2.1M
Tejara Capital Ltd 0.68% New 8,440 $2.1M
Clearbridge Investments, LLC 0.00% Reduce -98.6% 8,279 $2.0M
Utah Retirement Systems 0.02% Reduce -1.6% 8,254 $2.0M
Nicolet Bankshares Inc. 0.07% New 8,082 $2.0M
Jefferies Financial Group Inc. 0.02% Add +182.4% 8,035 $2.0M
Jones Financial Companies LLLP 0.00% Add +172.8% 8,435 $1.9M
Osaic Holdings, Inc. 0.00% Add +58.9% 7,971 $1.9M
Police & Firemen's Retirement System of New Jersey 0.02% No change 7,772 $1.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +737.8% 7,540 $1.8M
Abn Amro Investment Solutions 0.02% Reduce -32.0% 7,408 $1.8M
Macquarie Group Ltd. 0.01% Reduce -11.5% 7,127 $1.7M
Maxi Investments CY Ltd 0.38% Add +545.5% 7,100 $1.7M
Fox Run Management, L.L.C. 0.30% Add +12.6% 7,247 $1.7M
Summit Trail Advisors, LLC 0.02% Add +37.0% 7,036 $1.7M
Diversified Trust Co. 0.03% Add +139.3% 7,009 $1.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -22.7% 6,859 $1.7M
OP Asset Management Ltd 0.02% Reduce -52.7% 6,693 $1.6M
Pathstone Holdings, LLC 0.01% Add +133.3% 6,613 $1.6M
Roundview Capital LLC 0.10% New 6,596 $1.6M
MML Investors Services, LLC 0.00% Reduce -46.2% 6,501 $1.6M
Nissay Asset Management Corp. /Japan 0.01% Add +0.9% 6,447 $1.6M
High Net Worth Advisory Group LLC 0.37% No change 6,420 $1.6M
LSV Asset Management 0.00% New 6,400 $1.6M
Lavelle Capital LP 0.97% Add +203.8% 6,388 $1.6M
Investment Management Corp of Ontario 0.02% Add +15.1% 6,331 $1.5M
NewEdge Advisors, LLC 0.01% Reduce -11.6% 6,215 $1.5M
Cetera Investment Advisers 0.00% Add +9.3% 6,109 $1.5M
Nano Cap New Millennium Growth Fund L P 1.37% New 6,000 $1.5M
LGT Group Foundation 0.02% Reduce -4.5% 5,915 $1.4M
Gsa Capital Partners LLP 0.09% Add +407.4% 5,876 $1.4M
Janus Henderson Group PLC 0.00% Reduce -99.3% 5,875 $1.4M
Vontobel Holding Ltd. 0.00% Reduce -28.8% 5,838 $1.4M
Oppenheimer Asset Management Inc. 0.02% Add +14.0% 5,834 $1.4M
Knollwood Investment Advisory, LLC 0.14% No change 5,800 $1.4M
Brown Advisory Inc. 0.00% Reduce -68.9% 5,786 $1.4M
NorthCoast Asset Management LLC 0.03% Reduce -0.5% 5,728 $1.4M
Assetmark, Inc. 0.00% Reduce -67.5% 5,688 $1.4M
Mackenzie Financial Corp. 0.00% Add +11.0% 5,637 $1.4M
Tidal Investments LLC 0.00% Add +28.1% 5,581 $1.4M
Parallel Advisors, LLC 0.02% Add +5.1% 5,559 $1.4M
Merit Financial Group, LLC 0.01% Add +109.7% 5,525 $1.3M
LGT Fund Management Co Ltd. 0.06% New 5,501 $1.3M
Rockefeller Capital Management L.P. 0.00% Add +106.5% 5,417 $1.3M
Weiss Asset Management LP 0.03% New 5,291 $1.3M
Mayflower Financial Advisors, LLC 0.15% Add +2.7% 5,108 $1.2M
Brighton Jones LLC 0.03% New 5,080 $1.2M
Catalyst Funds Management Pty Ltd 0.21% Add +49.4% 5,080 $1.2M
Credit Agricole S A 0.00% Add +0.7% 5,042 $1.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 5,011 $1.2M
Numerai GP LLC 0.12% Add +15.1% 4,962 $1.2M
Wbi Investments, LLC 0.33% New 4,934 $1.2M
Millington Securities, LLC 0.33% — 4,934 $1.2M
Swedbank AB 0.00% Reduce -67.1% 4,879 $1.2M
AlphaCore Capital LLC 0.03% Add +842.5% 4,788 $1.2M
Public Employees Retirement Association of Colorado 0.00% Reduce -86.5% 4,778 $1.2M
Andra AP-fonden 0.01% Reduce -83.5% 4,772 $1.2M
Azzad Asset Management Inc. 0.12% No change 4,754 $1.2M
Corient Private Wealth LP 0.00% Add +57.1% 4,660 $1.1M
Integrated Wealth Concepts LLC 0.01% Add +100.0% 4,551 $1.1M
Addison Capital Co 0.20% Add +7.2% 4,548 $1.1M
Intellectus Partners, LLC 0.23% Reduce -0.8% 4,542 $1.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +278.9% 4,524 $1.1M
Aristotle Atlantic Partners, LLC 0.05% Add +13.3% 4,491 $1.1M
Fortis Capital Advisors, LLC 0.14% New 4,367 $1.1M
Belpointe Asset Management LLC 0.04% Add +552.8% 4,367 $1.1M
WCM Investment Management, LLC 0.00% Add +0.0% 4,475 $1.1M
Praxis Investment Management Inc. 0.06% Add +49.6% 4,335 $1.1M
Lazard Asset Management LLC 0.00% New 4,325 $1.1M
Gabelli Funds LLC 0.01% New 4,300 $1.0M
Quadrant Capital Group LLC 0.03% Add +872.1% 4,248 $1.0M
ASR Vermogensbeheer N.V. 0.01% Add +1.7% 4,042 $987K
CastleKnight Management LP 0.05% New 4,000 $976K
Amalgamated Bank 0.01% Reduce -8.3% 3,981 $972K
Empowered Funds, LLC 0.01% New 3,938 $961K
Quantum Private Wealth, LLC 0.30% Reduce -1.9% 3,935 $961K
Gulf International Bank (UK) Ltd 0.02% Add +59.8% 3,852 $940K
M&T Bank Corp 0.00% Add +41.9% 3,839 $937K
Avanza Fonder AB 0.03% No change 3,827 $934K
HighTower Advisors, LLC 0.00% Reduce -9.4% 3,736 $912K
Fifth Third Bancorp 0.00% Add +203.2% 3,656 $892K
Circle Wealth Management, LLC 0.01% Add +16.2% 3,629 $886K
Picton Mahoney Asset Management 0.01% Reduce -59.5% 3,625 $885K
Inceptionr LLC 0.21% Add +70.5% 3,583 $875K
Guggenheim Capital LLC 0.01% Add +4.1% 3,543 $865K
Factory Mutual Insurance Co. 0.01% No change 3,500 $854K
Woodline Partners LP 0.00% Add +50.2% 3,457 $844K
Truist Financial Corp. 0.00% Reduce -45.3% 3,451 $842K
Blackstone Inc. 0.00% New 3,319 $810K
Orion Porfolio Solutions, LLC 0.01% Reduce -44.3% 3,313 $809K
Aigen Investment Management, LP 0.21% New 3,301 $806K
Storebrand Asset Management As 0.00% Reduce -66.0% 3,267 $797K
1776 Wealth LLC 0.31% Add +8.7% 3,235 $790K
Bridgefront Capital, LLC 0.19% New 3,202 $782K
United Capital Financial Advisors, LLC 0.00% Add +162.6% 3,143 $767K
MetLife Investment Management, LLC 0.00% Reduce -4.7% 3,129 $764K
Coldstream Capital Management Inc. 0.01% Add +13.6% 3,128 $764K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -22.9% 3,125 $763K
Prelude Capital Management, LLC 0.06% New 3,106 $758K
Leonteq Securities AG 0.04% Add +65.8% 3,034 $741K
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -31.1% 3,031 $740K
Formula Growth Ltd. 0.33% New 3,000 $732K
Broderick Brian C 0.14% No change 3,000 $732K
US Bancorp \de 0.00% Add +28.1% 2,979 $727K
Saxon Interests, Inc. 0.25% New 2,977 $727K
Ofi Invest Asset Management 0.01% Reduce -96.8% 3,170 $719K
Prospera Financial Services Inc 0.01% New 2,945 $719K
Advisory Services Network, LLC 0.01% Reduce -16.7% 2,910 $710K
Martingale Asset Management L P 0.02% New 2,902 $708K
Oddo BHF Asset Management Sas 0.03% Reduce -86.4% 2,886 $704K
Bokf, NA 0.01% Add +19.1% 2,830 $691K
Apollon Wealth Management, LLC 0.01% Add +47.9% 2,813 $687K
Tower Research Capital LLC (TRC) 0.02% Add +3575.0% 2,793 $682K
Panagora Asset Management Inc. 0.00% Reduce -97.1% 2,782 $679K
Atria Investments, Inc 0.01% Add +18.9% 2,743 $670K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +15.7% 2,736 $668K
HB Wealth Management, LLC 0.00% Add +132.4% 2,715 $663K
Wealthfront Advisers LLC 0.00% Reduce -3.2% 2,713 $662K
Headlands Technologies LLC 0.07% New 2,688 $656K
Magnetar Financial LLC 0.01% Add +280.0% 2,679 $654K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +16.1% 2,671 $652K
Twin Focus Capital Partners, LLC 0.07% No change 2,666 $651K
Sivia Capital Partners, LLC 0.13% Add +8.1% 2,658 $649K
Cresset Asset Management, LLC 0.00% Add +1.6% 2,636 $643K
Plato Investment Management Ltd 0.04% No change 2,587 $632K
Family Investment Center, Inc. 0.12% New 2,500 $610K
Maryland State Retirement & Pension System 0.01% No change 2,471 $603K
Washington Capital Management, Inc. 0.51% Add +82.2% 2,460 $600K
Blueshift Asset Management, LLC 0.18% Add +15.0% 2,456 $600K
CIBC Asset Management Inc 0.00% Add +5.8% 2,443 $596K
IMC-Chicago, LLC 0.01% New 2,378 $580K
PNC Financial Services Group, Inc. 0.00% Add +0.5% 2,351 $574K
O'shaughnessy Asset Management, LLC 0.00% Reduce -22.0% 2,333 $569K
Ethic Inc. 0.01% Reduce -30.3% 2,330 $569K
Principal Financial Group Inc. 0.00% Add +118.5% 2,297 $561K
Boothbay Fund Management, LLC 0.01% Reduce -58.3% 2,272 $555K
Polymer Capital Management (US) LLC 0.08% Reduce -16.6% 2,234 $545K
Evergreen Capital Management LLC 0.01% Add +100.5% 2,224 $543K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -41.0% 2,208 $539K
Chicago Partners Investment Group LLC 0.01% Add +65.9% 2,309 $537K
Metis Global Partners, LLC 0.01% Add +30.6% 2,167 $529K
E. Ohman J:or Asset Management AB 0.01% No change 2,160 $527K
Havemeyer Place LP 0.06% Reduce -58.2% 2,129 $520K
Quantitative Investment Management, LLC 0.05% Reduce -51.2% 2,129 $519K
Campbell & CO Investment Adviser LLC 0.03% Reduce -24.3% 2,098 $512K
Sax Wealth Advisors, LLC 0.02% No change 1,273 $511K
Intech Investment Management LLC 0.01% Add +49.8% 2,075 $507K
NorthCrest Asset Manangement, LLC 0.02% Add +28.3% 1,982 $485K
Evolve Private Wealth, LLC 0.03% Reduce -25.8% 1,951 $476K
Kintegral Advisory, LLC 0.04% Reduce -4.2% 1,944 $475K
Mutual of America Capital Management LLC 0.01% No change 1,912 $467K
MAI Capital Management 0.00% Add +609.1% 1,879 $459K
Alps Advisors Inc. 0.00% Reduce -53.3% 1,870 $456K
Group One Trading LLC 0.01% Add +207.4% 1,866 $455K
Neuberger Berman Group LLC 0.00% Reduce -99.0% 1,842 $450K
Saudi Central Bank 0.01% New 1,837 $448K
DGS Capital Management, LLC 0.07% Add +29.9% 1,829 $446K
Signaturefd, LLC 0.01% Add +127.1% 1,826 $446K
Graham Capital Management, L.P. 0.02% Reduce -16.7% 1,825 $445K
Bull Harbor Capital LLC 0.12% — 1,819 $444K
Brookstone Capital Management 0.01% Add +10.5% 1,817 $444K
denkapparat Operations GmbH 0.18% Add +171.9% 1,800 $439K
Composition Wealth, LLC 0.01% New 1,799 $439K
Perpetual Ltd 0.01% Reduce -2.8% 1,790 $437K
Kornitzer Capital Management Inc. 0.01% New 1,775 $433K
Snowden Capital Advisors LLC 0.01% Reduce -6.1% 1,754 $428K
Banque Cantonale Vaudoise 0.02% Add +3.7% 1,735 $424K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.17% No change 1,715 $419K
Profund Advisors LLC 0.02% Reduce -11.2% 1,693 $413K
Pallas Capital Advisors LLC 0.02% Reduce -64.8% 1,691 $413K
Choreo, LLC 0.01% Add +83.5% 1,683 $411K
Blue Trust, Inc. 0.00% Add +72.2% 1,672 $408K
Rothschild Wealth LLC 0.04% Add +133.9% 1,661 $405K
Qsemble Capital Management, LP 0.03% Reduce -41.0% 1,654 $404K
Flagship Harbor Advisors, LLC 0.02% Reduce -5.8% 1,650 $403K
Virtu Financial LLC 0.02% New 1,609 $393K
D.A. Davidson & Co. 0.00% New 1,580 $386K
Capstone Investment Advisors, LLC 0.00% Reduce -62.2% 1,572 $384K
Regal Investment Advisors LLC 0.02% Add +19.9% 1,563 $382K
Mirabella Financial Services LLP 0.04% New 1,555 $380K
Bridgewater Associates 0.00% Reduce -97.7% 1,515 $370K
GraniteShares Advisors LLC 0.27% Add +0.6% 1,510 $369K
Kestra Advisory Services, LLC 0.00% Add +20.7% 1,498 $366K
North Dakota State Investment Board 0.02% Reduce -16.9% 1,487 $363K
Ridgewood Investments LLC 0.15% — 1,476 $360K
Rafferty Asset Management, LLC 0.00% Reduce -12.8% 1,458 $356K
Qtron Investments LLC 0.05% No change 1,455 $355K
Citizens Financial Group Inc. 0.00% New 1,451 $354K
Bluebird Wealth Management LLC 0.36% Add +0.3% 1,448 $354K
Baker Avenue Asset Management, LP 0.01% Reduce -79.8% 1,444 $352K
Farringdon Capital, Ltd. 0.08% New 1,437 $351K
Westpac Banking Corp. 0.02% No change 1,413 $345K
Chiron Capital Management, LLC 0.35% — 1,400 $342K
Waverly Advisors, LLC 0.00% Add +60.1% 1,399 $341K
Globeflex Capital L P 0.05% New 1,389 $339K
Virtus Advisers, LLC 0.16% Add +6800.0% 1,380 $337K
Machina Capital S.A.S. 0.07% Add +57.0% 1,377 $336K
Guerra Pan Advisors, LLC 0.21% Reduce -1.4% 1,373 $335K
Moneta Group Investment Advisors LLC 0.00% Add +4.8% 1,367 $334K
Ostrum Asset Management 0.02% Add +1.5% 1,350 $330K
Kentucky Retirement Systems Insurance Trust Fund 0.02% No change 1,338 $327K
Farther Finance Advisors, LLC 0.00% Reduce -21.7% 1,336 $324K
Meeder Advisory Services, Inc. 0.01% Add +115.5% 1,321 $322K
Peterson Wealth Services 0.08% Add +3107.3% 1,315 $321K
Allworth Financial LP 0.00% Add +194.6% 1,311 $320K
Archer Investment Corp 0.07% New 1,301 $318K
Steward Partners Investment Advisory, LLC 0.00% Add +10.9% 1,298 $317K
Equitable Holdings, Inc. 0.00% New 791 $315K
Provident Living Financial Services, Inc. 0.34% Reduce -2.6% 1,255 $306K
Miller Financial Services LLC 0.34% Add +37.0% 1,245 $304K
EP Wealth Advisors, LLC 0.00% Add +0.8% 1,230 $300K
Kraematon Investment Advisors, Inc. 0.24% Reduce -12.7% 1,227 $300K
Daymark Wealth Partners, LLC 0.01% New 1,213 $296K
Elevation Point Wealth Partners, LLC 0.01% Reduce -30.8% 1,202 $293K
SCS Capital Management LLC 0.00% No change 1,191 $291K
Optimize Financial Inc. 0.14% New 1,184 $289K
Prudential Financial Inc. 0.00% Reduce -15.8% 1,176 $287K
Brooklyn Investment Group 0.01% New 1,173 $286K
Avior Wealth Management, LLC 0.01% Add +52.8% 1,163 $284K
Emerald Advisers, LLC 0.01% No change 1,153 $281K
Sanctuary Advisors, LLC 0.00% Reduce -66.5% 1,145 $279K
Oppenheimer & Co. Inc. 0.00% New 1,141 $279K
GC Wealth Management RIA, LLC 0.01% Reduce -2.3% 1,139 $278K
Wincap Financial LLC 0.18% Reduce -10.1% 1,115 $272K
Laird Norton Wetherby Trust Company, LLC 0.01% Add +8.7% 1,098 $268K
New York Life Investment Management LLC 0.00% Add +107.2% 1,094 $267K
National Bank of Canada 0.00% Add +1.1% 1,080 $264K
Wealthspire Advisors, LLC 0.00% Add +31.2% 1,073 $262K
Evanson Asset Management, LLC 0.01% No change 1,067 $260K
Commerce Bank 0.00% Add +16.2% 1,062 $259K
Vestcor Inc 0.01% No change 1,057 $258K
nVerses Capital, LLC 0.23% New 1,035 $253K
Park Avenue Securities LLC 0.00% Reduce -5.3% 1,024 $250K
Values First Advisors, Inc. 0.13% Add +1.3% 1,023 $250K
AE Wealth Management LLC 0.00% Reduce -58.1% 1,015 $248K
Savant Capital, LLC 0.00% New 1,012 $247K
Range Advisory, LLC 0.05% New 1,005 $245K
Cambridge Investment Research Advisors, Inc. 0.00% New 1,005 $245K
Chung Wu Investment Group, LLC 0.21% New 1,000 $244K
Inspirion Wealth Advisors, LLC 0.03% New 1,000 $244K
Dorsey & Whitney Trust CO LLC 0.01% New 986 $241K
May Hill Capital, LLC 0.06% Reduce -2.1% 985 $240K
Krilogy Financial LLC 0.01% Reduce -48.5% 1,056 $235K
EverSource Wealth Advisors, LLC 0.01% Add +56.5% 964 $235K
V-Square Quantitative Management LLC 0.02% Reduce -4.1% 960 $234K
Waddell & Associates, LLC 0.01% Add +9.1% 949 $232K
IFP Advisors, Inc 0.00% Reduce -81.5% 949 $232K
Frec Markets, Inc. 0.04% New 945 $231K
Armstrong Advisory Group, Inc. 0.02% Reduce -37.1% 941 $230K
Legacy Advisors, LLC 0.03% Add +8.1% 933 $228K
Prudential PLC 0.00% Reduce -12.9% 930 $227K
Fi3 FINANCIAL ADVISORS, LLC 0.07% New 927 $226K
FNY Investment Advisers, LLC 0.10% Add +80.8% 922 $225K
Vise Technologies, Inc. 0.00% No change 557 $224K
Ellevest, Inc. 0.03% Reduce -17.3% 915 $223K
Fulton Bank, N.A. 0.01% Add +2.9% 915 $223K
Vestmark Advisory Solutions, Inc. 0.00% Reduce -61.2% 912 $223K
111 Capital 0.05% New 909 $222K
UniSuper Management Pty Ltd 0.00% No change 900 $220K
Allspring Global Investments Holdings, LLC 0.00% New 896 $218K
Earned Wealth Advisors, LLC 0.01% New 882 $215K
Fred Alger Management, LLC 0.00% Reduce -69.4% 879 $215K
Nisa Investment Advisors, LLC 0.00% Reduce -76.0% 873 $213K
Family Manage LLC 0.03% New 860 $210K
Moody National Bank Trust Division 0.02% Reduce -78.4% 848 $207K
Princeton Capital Management LLC 0.06% Add +19.6% 837 $204K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 831 $203K
TCW Group Inc. 0.00% Add +5.0% 823 $201K
Bayforest Capital Ltd 0.21% Reduce -50.7% 774 $189K
Versant Capital Management, Inc 0.02% Add +146.6% 720 $176K
Arcadia Investment Management Corp. 0.03% No change 700 $171K
Siemens Fonds Invest GmbH 0.01% No change 688 $168K
Smartleaf Asset Management LLC 0.01% Add +111.1% 705 $168K
Bessemer Group Inc. 0.00% Add +104.6% 667 $163K
Caitong International Asset Management Co., Ltd 0.03% New 659 $161K
Avalon Trust Co 0.01% No change 640 $156K
Rakuten Securities, Inc. 0.06% Add +61.1% 559 $136K
Brown Brothers Harriman & Co. 0.00% Reduce -2.1% 513 $125K
Employees Retirement System of Texas 0.00% No change 465 $114K
Quent Capital, LLC 0.01% Add +97.9% 463 $113K
GAMMA Investing LLC 0.01% Add +70.4% 443 $108K
Basecamp Wealth Advisors LLC 0.02% Add +18.5% 435 $106K
Arax Advisory Partners 0.00% Add +65.5% 427 $104K
FIL Ltd 0.00% Reduce -17.8% 366 $89K
Sterling Capital Management LLC 0.00% Reduce -93.9% 365 $89K
Westfuller Advisors, LLC 0.04% Add +57.0% 347 $85K
HHM Wealth Advisors, LLC 0.01% No change 343 $84K
Quarry LP 0.02% Add +1823.5% 327 $80K
Essential Partners LLC 0.03% Reduce -88.3% 326 $80K
1620 Investment Advisors, Inc. 0.05% New 325 $79K
Oslo Pensjonsforsikring AS 0.01% — 304 $74K
Strategic Wealth Partners, Ltd. 0.00% Add +0.7% 292 $71K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 291 $71K
Penserra Capital Management LLC 0.00% Add +3.2% 287 $69K
Larson Financial Group LLC 0.00% Add +189.0% 263 $64K
CVA Family Office, LLC 0.01% Add +140.2% 245 $60K
SBI Securities Co., Ltd. 0.00% Reduce -3.7% 236 $58K
Clearstead Advisors, LLC 0.00% Reduce -13.0% 235 $57K
Intentional Wealth Strategies, LLC 0.05% — 201 $49K
True Wealth Design, LLC 0.01% Add +236.2% 195 $48K
Parkside Financial Bank & Trust 0.00% Add +271.1% 193 $47K
TFC Financial Management, Inc. 0.01% Reduce -36.5% 186 $45K
Atlantic Union Bankshares Corp 0.00% Reduce -21.8% 172 $42K
Huntington National Bank 0.00% Add +11.1% 160 $39K
Adirondack Trust Co. 0.01% No change 160 $39K
Salem Investment Counselors Inc. 0.00% New 150 $37K
Eastern Bank 0.00% No change 150 $37K
Westside Investment Management, Inc. 0.01% Add +83.8% 147 $36K
Harbour Investments, Inc. 0.00% Add +89.6% 146 $36K
Napier Financial, LLC 0.01% New 145 $35K
Mather Group, Llc. 0.00% New 141 $34K
Sfam, LLC 0.03% No change 139 $34K
Sunbelt Securities, Inc. 0.00% Reduce -65.7% 123 $30K
First Horizon Corp. 0.00% Reduce -46.7% 121 $30K
Covestor Ltd 0.02% Reduce -36.0% 119 $29K
Whittier Trust Co. 0.00% Add +11.5% 116 $28K
Provenance Wealth Advisors, LLC 0.00% Reduce -50.9% 115 $28K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +31.0% 114 $28K
Asset Dedication, LLC 0.00% No change 107 $26K
Tsfg, LLC 0.00% New 100 $24K
Aster Capital Management (DIFC) Ltd 0.01% Reduce -92.5% 42 $24K
Wealth Preservation Advisors, LLC 0.02% New 96 $23K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Reduce -90.1% 95 $23K
Salomon & Ludwin, LLC 0.00% Add +48.4% 92 $23K
MassMutual Private Wealth & Trust, FSB 0.00% Add +63.0% 88 $21K
Vega Investment Solutions 0.01% No change 85 $21K
S-Bank Fund Management Ltd 0.00% Reduce -3.5% 83 $20K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -97.5% 75 $18K
SJS Investment Consulting Inc. 0.00% Add +2.8% 74 $18K
TD Waterhouse Canada Inc. 0.00% New 66 $16K
Acumen Wealth Advisors, LLC 0.00% Add +6300.0% 64 $16K
Physician Wealth Advisors, Inc. 0.00% Add +28.0% 64 $16K
Zions Bancorporation, National Association 0.00% Add +16.7% 63 $15K
Hazlett, Burt & Watson, Inc. 0.00% No change 64 $15K
Activest Wealth Management 0.00% Reduce -65.5% 60 $15K
Arlington Trust Co LLC 0.00% Add +252.9% 60 $15K
Owl Creek Wealth Partners LLC 0.00% — 55 $13K
UMB Bank, n.a. 0.00% Add +1000.0% 55 $13K
Private Wealth Management Group, LLC 0.00% Add +2550.0% 53 $13K
Elevation Wealth Partners, LLC 0.00% New 52 $13K
Addison Advisors LLC 0.00% Add +410.0% 51 $12K
Godfrey Financial Associates, Inc. 0.01% No change 50 $12K
Key Financial Inc 0.00% New 50 $12K
Ascentis Independent Advisors 0.00% New 50 $12K
Goodman Advisory Group, LLC 0.00% No change 49 $12K
Highline Wealth Partners LLC 0.00% Add +133.3% 49 $12K
Bank of New Hampshire 0.00% New 45 $11K
Marquette Asset Management, LLC 0.00% Add +60.7% 45 $11K
JPL Wealth Management, LLC 0.00% New 44 $11K
Transamerica Financial Advisors, LLC 0.00% Add +115.0% 43 $10K
N.E.W. Advisory Services LLC 0.00% Reduce -22.6% 41 $10K
TrinityBridge Ltd 0.00% No change 43 $10K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -21.6% 40 $10K
MCF Advisors LLC 0.00% No change 40 $10K
SHP Wealth Management 0.00% Reduce -4.8% 40 $10K
Rachor Investment Advisory Services, LLC 0.01% No change 39 $10K
Aventura Private Wealth, LLC 0.00% No change 38 $9K
TD Capital Management LLC 0.00% No change 38 $9K
Smithfield Trust Co 0.00% No change 38 $9K
Truvestments Capital LLC 0.00% Reduce -43.5% 35 $9K
Bell Investment Advisors, Inc 0.00% Reduce -22.2% 35 $9K
EFG International AG 0.00% No change 34 $8K
Osbon Capital Management LLC 0.01% New 32 $8K
Manchester Capital Management LLC 0.00% Add +113.3% 32 $8K
International Assets Investment Management, LLC 0.00% Add +3.2% 32 $8K
Birchbrook, Inc. 0.00% No change 30 $7K
NFSG Corp 0.00% No change 30 $7K
Ameritas Investment Partners, Inc. 0.00% No change 30 $7K
Ancora Advisors LLC 0.00% Add +866.7% 29 $7K
Raiffeisen Bank International AG 0.00% No change 29 $7K
Tower View Wealth Management LLC 0.00% No change 27 $7K
AdvisorNet Financial, Inc 0.00% Reduce -54.5% 25 $6K
Private Wealth Asset Management, LLC 0.00% No change 24 $6K
Cornerstone Financial Management LLC 0.01% Add +666.7% 23 $6K
Allianz SE 0.00% New 23 $6K
Sachetta, LLC 0.00% Add +83.3% 22 $5K
WPG Advisers, LLC 0.00% Reduce -51.1% 22 $5K
Keating Financial Advisory Services, Inc. 0.00% Add +46.7% 22 $5K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -64.4% 21 $5K
MV Capital Management, Inc. 0.00% Add +162.5% 21 $5K
SouthState Bank Corp 0.00% Add +75.0% 21 $5K
Avion Wealth 0.00% Add +666.7% 23 $5K
Lanark Financial, Inc. 0.00% Add +850.0% 19 $5K
Rossby Financial, LCC 0.00% Add +216.7% 19 $5K
Grove Bank & Trust 0.00% No change 17 $4K
Twin Peaks Wealth Advisors, LLC 0.00% New 16 $4K
Evelyn Partners Asset Management Ltd 0.00% No change 16 $4K
Bogart Wealth, LLC 0.00% Add +50.0% 15 $4K
GHP Investment Advisors, Inc. 0.00% No change 13 $3K
Triumph Capital Management 0.00% No change 13 $3K
GW&K Investment Management, LLC 0.00% Reduce -35.0% 13 $3K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -25.0% 12 $3K
Spire Wealth Management 0.00% Reduce -42.9% 12 $3K
Cornerstone Planning Group LLC 0.00% Add +266.7% 11 $3K
WealthCollab, LLC 0.00% Add +10.0% 11 $3K
Ameriflex Group, Inc. 0.00% No change 11 $3K
Root Financial Partners, LLC 0.00% Reduce -88.5% 11 $3K
Sound Income Strategies, LLC 0.00% No change 11 $3K
Evolution Wealth Management Inc. 0.00% New 10 $2K
Fairscale Capital, LLC 0.00% No change 10 $2K
Kilter Group LLC 0.00% New 10 $2K
CoreCap Advisors, LLC 0.00% No change 10 $2K
Horizon Investments, LLC 0.00% Reduce -97.7% 10 $2K
Colonial Trust Co / SC 0.00% Reduce -59.1% 9 $2K
Copia Wealth Management 0.00% Reduce -57.1% 9 $2K
Cassaday & Co Wealth Management LLC 0.00% New 9 $2K
Ogorek Anthony Joseph /NY/ 0.00% No change 10 $2K
CX Institutional 0.00% New 7 $2K
Raffa Wealth Management, LLC 0.00% No change 8 $2K
Webster Bank, N. A. 0.00% No change 8 $2K
Abound Wealth Management 0.00% No change 7 $2K
Rialto Wealth Management, LLC 0.00% Add +600.0% 7 $2K
Hamrick Investment Counsel, llc 0.00% New 6 $1K
Park Place Capital Corp 0.00% No change 6 $1K
Independence Bank of Kentucky 0.00% No change 6 $1K
TD Private Client Wealth LLC 0.00% Add +200.0% 6 $1K
RMG Wealth Management LLC 0.00% New 7 $1K
Lodestone Wealth Management LLC 0.00% No change 5 $1K
SWAN Capital LLC 0.00% No change 5 $1K
NBT Bank, N.A. 0.00% New 5 $1K
Center for Financial Planning, Inc. 0.00% No change 5 $1K
Capital Advisors, Ltd. LLC 0.00% Reduce -87.5% 3 $1K
Capital Analysts, LLC 0.00% Reduce -37.5% 5 $1K
American Capital Advisory, LLC 0.00% Add +300.0% 4 $977
Walsh & Associates, LLC 0.00% No change 4 $976
Principia Wealth Advisory, LLC 0.00% Reduce -33.3% 4 $976
Aspect Partners, LLC 0.00% No change 4 $976
Greykasell Wealth Strategies, Inc. 0.00% No change 4 $976
Elevated Capital Advisors, LLC 0.00% No change 4 $976
Strengthening Families & Communities, LLC 0.00% New 4 $976
Hughes Financial Services, LLC 0.00% Add +300.0% 4 $976
Geneos Wealth Management Inc. 0.00% No change 4 $976
Financial Consulate, Inc. 0.00% New 3 $733
CENTRAL TRUST Co 0.00% No change 3 $733
JFS Wealth Advisors, LLC 0.00% Reduce -62.5% 3 $733
Fortitude Family Office, LLC 0.00% Reduce -40.0% 3 $732
Montag A & Associates Inc. 0.00% Reduce -98.7% 3 $611
Breakwater Investment Management 0.00% New 2 $489
DecisionPoint Financial, LLC 0.00% No change 2 $489
Signature Equity Partners, LLC 0.00% Add +100.0% 2 $488
Innovative Asset Advisors Group, LLC 0.00% — 2 $488
Torren Management, LLC 0.00% Reduce -98.1% 2 $488
Nvwm, LLC 0.00% No change 2 $488
Bare Financial Services, Inc 0.00% New 2 $488
Cullen/Frost Bankers, Inc. 0.00% No change 2 $488
First Command Advisory Services, Inc. 0.00% No change 2 $488
LRI Investments, LLC 0.00% Reduce -95.7% 2 $488
Clark Wealth Partners 0.00% No change 1 $245
Quaker Wealth Management, LLC 0.00% Reduce -50.0% 1 $245
First Pacific Financial 0.00% New 1 $245
Clear Investment Research, LLC 0.00% New 1 $244
TopTier Wealth Management, LLC 0.00% New 1 $244
MidFirst Bank 0.00% No change 1 $244
Meramec Financial Planners, LLC 0.00% No change 1 $230
Pacer Advisors, Inc. 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.