HubSpotHUBS

13F holders, Q2 2026 (June 30)
599holders −81
89new positions
173sold out
8famous investors
$182.62avg. 13F price*

At the end of Q2 2026, 599 institutions reported holding HubSpot Inc. (HUBS) in their 13F filings, down 81 from Q1 2026. 89 opened new positions and 173 sold out. The largest holders were T. Rowe Price Associates Inc. ($797.7M), BlackRock, Inc. ($631.4M) and Vanguard Portfolio Management LLC ($458.3M). 8 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).

Company
HubSpot Inc.
CUSIP
443573100
Latest filing quarter
Q2 2026

History

Number of 13F holders

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

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions89$246.2M
Exits173$458.7M

All 13F filers, Q1 2026 → Q2 2026: 9,626,376 shares bought and 9,987,060 shares sold, net −360,684 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 599 holders

T. Rowe Price Associates Inc. 0.08% Reduce -5.1% 4,370,465 $797.7M
BlackRock, Inc. 0.01% Reduce -15.6% 3,459,461 $631.4M
Vanguard Portfolio Management LLC 0.02% Reduce -12.2% 2,511,352 $458.3M
AQR Capital Management 0.15% Add +48.5% 2,418,126 $441.3M
Vanguard Capital Management LLC 0.01% Reduce -2.0% 2,226,554 $406.4M
Two Sigma Investments, LP 0.26% Add +35.3% 1,819,744 $332.1M
FMR LLC 0.01% Reduce -3.2% 1,692,362 $308.9M
Pictet Asset Management Holding SA 0.29% Reduce -24.3% 1,655,750 $302.2M
Arrowstreet Capital, Limited Partnership 0.11% Add +46.1% 1,320,054 $240.9M
State of Michigan Retirement System 0.96% Add +1017.4% 1,188,887 $217.0M
Morgan Stanley 0.01% Reduce -9.5% 1,147,358 $209.4M
Qube Research & Technologies Ltd 0.20% Add +183.3% 1,004,155 $183.3M
State Street Corp. 0.01% Reduce -22.6% 967,807 $176.6M
Geode Capital Management, LLC 0.01% Reduce -6.7% 936,254 $170.9M
JPMorgan Chase & Co. 0.01% Reduce -68.2% 843,855 $156.1M
Capital World Investors 0.02% Reduce -13.9% 826,051 $150.8M
D. E. Shaw & Co. 0.07% Add +1141.9% 620,536 $113.3M
Connor, Clark & Lunn Investment Management Ltd. 0.21% Add +103.3% 617,344 $112.7M
Jane Street Group, LLC 0.07% Add +8.2% 600,004 $109.5M
Millennium Management 0.07% Reduce -35.6% 579,391 $105.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -7.6% 487,542 $89.0M
Squarepoint Ops LLC 0.15% Add +89.3% 428,964 $78.3M
Bank of America Corp. 0.00% Add +23.9% 384,493 $70.2M
UBS Group AG 0.01% Reduce -14.9% 383,311 $70.0M
First Trust Advisors LP 0.04% Add +20.4% 380,373 $69.4M
Spyglass Capital Management LLC 3.67% Add +18.3% 371,365 $67.8M
Edmond DE Rothschild Holding S.A. 0.85% Add +0.3% 354,042 $64.6M
Federated Hermes, Inc. 0.09% Reduce -5.7% 345,555 $63.1M
Voloridge Investment Management, LLC 0.26% Add +118.5% 336,771 $61.5M
RDST Capital LLC 5.01% Add +135.1% 331,796 $60.6M
Freestone Grove Partners LP 0.40% New 330,241 $60.3M
Vanguard Fiduciary Trust Co. 0.01% Reduce -1.3% 327,805 $59.8M
Robeco Institutional Asset Management B.V. 0.07% Add +91.5% 322,062 $58.8M
Charles Schwab Investment Management Inc. 0.01% Add +6.0% 310,304 $56.6M
Northern Trust Corp. 0.01% Reduce -18.7% 304,604 $55.6M
Ameriprise Financial Inc. 0.01% Add +294.5% 297,613 $54.3M
Susquehanna International Group, LLP 0.05% Add +2.0% 290,685 $53.1M
Man Group plc 0.10% Reduce -22.0% 281,876 $51.4M
Wellington Management Group LLP 0.01% Reduce -45.6% 277,012 $50.6M
Point72 Asset Management 0.08% New 276,294 $50.4M
Renaissance Technologies 0.07% Add +60.4% 272,300 $49.7M
Gilder Gagnon Howe & Co. LLC 0.51% Add +67.0% 270,150 $49.3M
Goldman Sachs Group Inc. 0.01% Reduce -34.6% 269,014 $49.1M
Acadian Asset Management LLC 0.06% Reduce -38.7% 268,587 $49.0M
Marshall Wace, LLP 0.04% Add +47.9% 266,853 $48.7M
Manufacturers Life Insurance Company, The 0.04% Add +2263.4% 261,463 $47.7M
Bank of New York Mellon Corp 0.01% Reduce -1.6% 252,978 $46.2M
Norges Bank 0.00% — 251,796 $46.0M
Canada Pension Plan Investment Board 0.03% Add +76.7% 250,813 $45.8M
Assenagon Asset Management S.A. 0.05% Add +135.3% 226,818 $41.4M
Nuveen, LLC 0.01% Add +3.0% 221,456 $40.4M
Amundi 0.01% Reduce -63.7% 212,642 $38.8M
Bank of Montreal 0.01% Add +34.1% 209,850 $38.3M
Royal Bank of Canada 0.01% Add +15.5% 206,676 $37.7M
Capital Fund Management S.A. 0.25% Add +79.1% 187,423 $34.2M
BNP Paribas Financial Markets 0.02% Add +12.3% 187,133 $34.2M
Allianz Asset Management GmbH 0.03% Add +1684.7% 185,037 $33.8M
SG Americas Securities, LLC 0.02% Add +146.3% 181,072 $33.0M
Armistice Capital, LLC 0.90% Add +38.5% 178,047 $32.5M
Invesco Ltd. 0.00% Reduce -9.0% 168,694 $30.8M
Walleye Capital LLC 0.14% Add +4.5% 151,395 $27.6M
Stifel Financial Corp. 0.02% Add +110.2% 147,156 $26.9M
Legal & General Group Plc 0.01% Reduce -67.6% 138,247 $25.2M
Fiera Capital Corp 0.09% Reduce -38.0% 128,532 $23.5M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% Add +38.3% 120,339 $22.0M
Swiss National Bank 0.01% Reduce -31.1% 100,625 $18.4M
Adage Capital Partners Gp, L.L.C. 0.03% Reduce -33.3% 100,000 $18.3M
Bank of Nova Scotia 0.03% Add +211.5% 97,719 $17.8M
Russell Investments Group, Ltd. 0.02% Add +19.3% 97,348 $17.8M
California Public Employees Retirement System 0.01% Add +39.6% 94,039 $17.2M
Dimensional Fund Advisors LP 0.00% Reduce -7.8% 88,111 $16.1M
Susquehanna Fundamental Investments, LLC 0.30% Add +248.3% 86,760 $15.8M
PFA Pension, Forsikringsaktieselskab 0.04% Add +95.2% 81,547 $14.9M
Quantinno Capital Management LP 0.02% Reduce -17.6% 81,386 $14.9M
Caisse de depot et placement du Quebec 0.02% Add +233.8% 80,512 $14.7M
Ardmore Road Asset Management LP 0.82% Reduce -38.9% 76,900 $14.0M
Trexquant Investment LP 0.08% Add +78.1% 72,298 $13.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -10.3% 72,026 $13.1M
Nordea Investment Management AB 0.01% Add +190.6% 71,325 $13.0M
Barclays PLC 0.00% Add +41.7% 70,947 $12.9M
CIBC Bancorp USA Inc. 0.02% Add +3.8% 69,836 $12.8M
Engineers Gate Manager LP 0.16% Add +58.8% 68,704 $12.5M
Optiver Holding B.V. 0.18% New 68,059 $12.4M
Loomis Sayles & Co. L P 0.02% Add +27.2% 67,206 $12.3M
Victory Capital Management Inc. 0.01% Reduce -4.4% 65,149 $11.9M
Invenomic Capital Management LP 0.71% Add +148.5% 65,146 $11.9M
Jennison Associates LLC 0.01% New 64,793 $11.8M
New York State Common Retirement Fund 0.01% Reduce -1.6% 62,246 $11.4M
Y-Intercept (Hong Kong) Ltd 0.22% Reduce -3.1% 61,740 $11.3M
Citadel Advisors 0.01% Reduce -47.8% 61,705 $11.3M
Alliancebernstein L.P. 0.00% Add +20.2% 45,609 $11.1M
Tudor Investment Corporation 0.05% Add +295.9% 60,569 $11.1M
Envestnet Asset Management Inc. 0.00% Add +169.5% 59,428 $10.8M
Massachusetts Financial Services Co. 0.00% Reduce -73.2% 58,847 $10.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.06% Add +675.7% 58,488 $10.7M
California State Teachers Retirement System 0.01% Reduce -6.3% 57,936 $10.6M
Entropy Technologies, LP 0.42% New 57,493 $10.5M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 53,700 $9.8M
Cooper Creek Partners Management LLC 0.40% No change 53,001 $9.7M
FORA Capital, LLC 0.66% Add +162.6% 52,742 $9.6M
Raymond James Financial Inc. 0.00% Add +65.4% 52,260 $9.5M
Mariner, LLC 0.01% Add +47.3% 52,102 $9.5M
Rhumbline Advisers 0.01% Reduce -21.3% 51,773 $9.4M
Panagora Asset Management Inc. 0.03% Add +1754.5% 51,592 $9.4M
Eventide Asset Management, LLC 0.13% Reduce -37.9% 51,521 $9.4M
American Century Companies Inc. 0.00% Reduce -74.6% 49,288 $9.0M
Gotham Asset Management 0.02% Add +87.4% 47,560 $8.7M
Algert Global LLC 0.10% New 45,080 $8.2M
Los Angeles Capital Management LLC 0.03% Add +174.9% 45,079 $8.2M
State Board of Administration of Florida Retirement System 0.01% Reduce -7.7% 44,425 $8.1M
Cerity Partners LLC 0.01% Add +0.2% 43,791 $8.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +45.8% 41,848 $7.6M
Wells Fargo & Company 0.00% Add +21.1% 41,304 $7.5M
Ieq Capital, LLC 0.03% Reduce -16.7% 40,646 $7.4M
Groupe la Francaise 0.09% Add +38.3% 40,112 $7.3M
Jain Global LLC 0.09% Reduce -50.0% 39,570 $7.2M
Creative Planning 0.00% Add +6.8% 38,140 $7.0M
Walleye Trading LLC 0.10% Add +334.9% 37,845 $6.9M
Maxi Investments CY Ltd 1.39% Add +428.2% 37,500 $6.8M
GDS Wealth Management 0.33% New 37,445 $6.8M
Voleon Capital Management LP 0.12% New 37,359 $6.8M
Dark Forest Capital Management LP 0.44% Add +15.8% 37,034 $6.8M
Vanguard Global Advisers, LLC 0.00% Add +41.6% 36,810 $6.7M
Ensign Peak Advisors, Inc 0.01% Reduce -0.8% 36,706 $6.7M
Aberdeen Group plc 0.01% Reduce -13.3% 35,765 $6.5M
Geneva Capital Management LLC 0.15% Reduce -3.8% 35,686 $6.5M
Group One Trading LLC 0.18% Add +1760.4% 34,715 $6.3M
Quadrature Capital Ltd 0.05% Reduce -40.4% 33,982 $6.2M
Norris Perne & French LLP 0.26% Reduce -1.2% 33,640 $6.1M
Pathstone Holdings, LLC 0.02% Add +397.3% 32,884 $6.0M
Sei Investments Co. 0.01% Reduce -7.8% 32,875 $6.0M
Holocene Advisors, LP 0.01% Add +138.0% 32,480 $5.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -5.8% 31,559 $5.9M
Jupiter Asset Management Ltd. 0.03% New 32,230 $5.9M
Meeder Asset Management Inc. 0.30% New 32,109 $5.9M
APG Asset Management N.V. 0.01% Add +23.5% 36,509 $5.8M
Aware Super Pty Ltd as trustee of Aware Super 0.08% Add +174.0% 31,578 $5.8M
CANADA LIFE ASSURANCE Co 0.01% Reduce -31.6% 31,612 $5.8M
HSBC Holdings PLC 0.00% Reduce -33.1% 30,791 $5.6M
Royal London Asset Management Ltd. 0.01% Reduce -0.8% 30,776 $5.6M
State of Wisconsin Investment Board 0.01% Add +18.3% 30,688 $5.6M
Ballentine Partners, LLC 0.07% Add +4.9% 30,497 $5.6M
Deutsche Bank AG 0.00% Reduce -78.2% 29,798 $5.4M
IMC-Chicago, LLC 0.05% Add +1101.3% 28,567 $5.2M
Maytus Capital Management, LLC 0.80% Reduce -7.3% 28,000 $5.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +31.5% 27,807 $5.0M
Balyasny Asset Management L.P. 0.01% New 26,651 $4.9M
XTX Topco Ltd 0.06% Add +63.6% 26,455 $4.8M
Citigroup Inc. 0.00% Reduce -55.1% 26,410 $4.8M
Aquatic Capital Management LLC 0.16% New 25,375 $4.6M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.14% Add +17.7% 25,359 $4.6M
Mercer Global Advisors Inc. 0.01% Add +55.0% 25,292 $4.6M
Candriam S.C.A. 0.02% Add +26.0% 24,882 $4.5M
Landscape Capital Management, L.L.C. 0.29% Reduce -6.4% 24,689 $4.5M
Ossiam 0.06% New 24,179 $4.4M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 1.76% Add +61.1% 24,000 $4.4M
Jupiter Topco LLC 0.00% — 23,867 $4.4M
Prudential Financial Inc. 0.00% Add +1925.2% 23,816 $4.3M
Focus Partners Wealth 0.00% Add +15.5% 23,552 $4.3M
Police & Firemen's Retirement System of New Jersey 0.03% Add +190.3% 22,560 $4.1M
Alphadyne Asset Management LP 0.18% Add +94.2% 22,062 $4.0M
Treasurer of the State of North Carolina 0.01% Reduce -2.9% 21,139 $3.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -22.4% 21,117 $3.9M
Claro Advisors Inc. 0.40% Reduce -15.9% 20,974 $3.8M
Pinebridge Investments LLC 0.03% New 20,141 $3.7M
Alight Capital Management LP 0.59% New 20,000 $3.7M
Rothschild Investment LLC 0.14% Add +129.5% 19,921 $3.6M
DekaBank Deutsche Girozentrale 0.01% No change 14,966 $3.6M
Schonfeld Strategic Advisors LLC 0.02% Reduce -35.1% 19,605 $3.6M
Vident Advisory, LLC 0.03% Add +10.8% 19,121 $3.5M
Voya Investment Management LLC 0.00% Add +13.8% 18,731 $3.4M
SEB Asset Management AB 0.01% Add +15.1% 18,320 $3.3M
TD Asset Management Inc 0.00% Reduce -44.3% 17,442 $3.2M
Schroder Investment Management Group 0.00% Add +98.6% 17,242 $3.1M
Franklin Resources Inc. 0.00% Reduce -47.5% 16,882 $3.1M
Elo Mutual Pension Insurance Co 0.04% New 16,849 $3.1M
PensionDanmark Pensionsforsikringsaktieselskab 0.03% Reduce -11.9% 16,810 $3.1M
Empowered Funds, LLC 0.02% Add +321.4% 16,593 $3.0M
State of New Jersey Common Pension Fund D 0.01% Reduce -2.0% 16,545 $3.0M
Handelsbanken Fonder AB 0.01% Reduce -11.9% 16,080 $2.9M
Worldquant Millennium Advisors LLC 0.01% Reduce -94.0% 16,053 $2.9M
Catalyst Funds Management Pty Ltd 0.16% Add +212.2% 15,858 $2.9M
Sit Investment Associates Inc. 0.05% No change 15,125 $2.8M
LPL Financial LLC 0.00% Reduce -25.6% 15,065 $2.7M
Federation des caisses Desjardins du Quebec 0.01% Add +20.4% 14,980 $2.7M
Curi Capital, LLC 0.04% Reduce -27.5% 14,966 $2.7M
Tejara Capital Ltd 1.12% Add +77.3% 14,960 $2.7M
Vanguard Investments Australia, Ltd. 0.01% Reduce -41.8% 14,435 $2.6M
Beacon Pointe Advisors, LLC 0.01% New 14,408 $2.6M
Public Employees Retirement System of Ohio 0.01% Reduce -4.1% 14,246 $2.6M
Macquarie Group Ltd. 0.01% Add +99.7% 14,233 $2.6M
Nomura Asset Management International Inc. 0.00% New 14,148 $2.6M
Arizona State Retirement System 0.01% Add +2.2% 13,825 $2.5M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -88.5% 13,810 $2.5M
Oak Thistle LLC 0.23% Add +40.7% 12,928 $2.4M
Numerai GP LLC 0.19% Add +157.7% 12,785 $2.3M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -22.6% 12,390 $2.3M
LSV Asset Management 0.00% Add +92.2% 12,300 $2.2M
ING Groep NV 0.01% New 11,700 $2.1M
STRS Ohio 0.01% Reduce -82.8% 11,646 $2.1M
Commonwealth Equity Services, LLC 0.00% Reduce -7.9% 11,607 $2.1M
KLP Kapitalforvaltning As 0.01% Reduce -40.5% 11,360 $2.1M
Graham Capital Management, L.P. 0.08% Add +518.0% 11,279 $2.1M
Natixis 0.01% New 11,209 $2.0M
Daiwa Securities Group Inc. 0.00% Reduce -25.2% 10,982 $2.0M
Boston Partners 0.00% Reduce -74.4% 10,899 $2.0M
Advisory Services Network, LLC 0.02% Add +274.3% 10,892 $2.0M
Captrust Financial Advisors 0.00% Add +14.6% 10,694 $2.0M
Headlands Technologies LLC 0.21% Add +297.4% 10,683 $1.9M
Quantitative Investment Management, LLC 0.21% Add +386.9% 10,367 $1.9M
Linden Thomas Advisory Services, LLC 0.14% Add +3.0% 9,594 $1.8M
Motley Fool Asset Management LLC 0.07% Reduce -27.0% 9,415 $1.7M
Asset Management One Co., Ltd. 0.00% Reduce -66.2% 9,046 $1.7M
Oddo BHF Asset Management Sas 0.08% Add +210.4% 8,959 $1.6M
PEAK6 LLC 0.04% Reduce -50.4% 8,931 $1.6M
Heron Bay Capital Management 0.15% New 8,826 $1.6M
Havemeyer Place LP 0.16% Add +314.3% 8,821 $1.6M
Jones Financial Companies LLLP 0.00% Add +1.0% 8,522 $1.6M
Vontobel Holding Ltd. 0.01% Add +44.7% 8,449 $1.5M
SIH Partners, LLLP 0.06% New 8,274 $1.5M
Clearbridge Investments, LLC 0.00% Reduce -0.1% 8,268 $1.5M
MML Investors Services, LLC 0.00% Add +27.0% 8,255 $1.5M
Nano Cap New Millennium Growth Fund L P 1.16% Add +37.5% 8,250 $1.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +76.5% 7,983 $1.5M
Campbell & CO Investment Adviser LLC 0.08% Add +275.7% 7,882 $1.4M
Xponance LLC 0.01% Reduce -34.7% 7,846 $1.4M
AlphaCore Capital LLC 0.03% Add +61.1% 7,715 $1.4M
Diversified Trust Co. 0.02% Add +8.3% 7,591 $1.4M
Utah Retirement Systems 0.01% Reduce -8.7% 7,535 $1.4M
Oppenheimer Asset Management Inc. 0.01% Add +28.3% 7,482 $1.4M
Guggenheim Capital LLC 0.01% Add +109.0% 7,405 $1.4M
Cetera Investment Advisers 0.00% Add +20.7% 7,373 $1.3M
Hillsdale Investment Management Inc. 0.03% New 7,370 $1.3M
Corient Private Wealth LP 0.00% Add +57.3% 7,329 $1.3M
Jefferies Financial Group Inc. 0.01% Reduce -10.3% 7,209 $1.3M
Lighthouse Investment Partners, LLC 0.04% New 6,926 $1.3M
Summit Trail Advisors, LLC 0.02% Reduce -2.3% 6,878 $1.3M
Illinois Municipal Retirement Fund 0.01% Reduce -53.2% 6,684 $1.2M
New York Life Investment Management LLC 0.01% Add +505.4% 6,623 $1.2M
Verition Fund Management LLC 0.01% Reduce -88.3% 6,594 $1.2M
NewEdge Advisors, LLC 0.00% Add +5.1% 6,532 $1.2M
Lavelle Capital LP 0.59% No change 6,388 $1.2M
Tidal Investments LLC 0.00% Add +13.0% 6,307 $1.2M
Arax Advisory Partners 0.01% Add +1368.2% 6,269 $1.1M
Chicago Partners Investment Group LLC 0.02% Add +160.2% 6,009 $1.1M
Danica Pension, Livsforsikringsaktieselskab 0.02% Reduce -91.3% 6,116 $1.1M
Kerrisdale Advisers, LLC 0.28% New 6,085 $1.1M
LGT Group Foundation 0.01% Add +1.4% 5,998 $1.1M
Teacher Retirement System of Texas 0.00% New 5,934 $1.1M
US Bancorp \de 0.00% Add +98.2% 5,905 $1.1M
Nykredit A/S 0.00% — 5,847 $1.1M
Leonteq Securities AG 0.06% Add +89.6% 5,753 $1.0M
NorthCoast Asset Management LLC 0.02% Reduce -0.1% 5,720 $1.0M
LGT Fund Management Co Ltd. 0.04% Add +3.6% 5,701 $1.0M
Parallel Advisors, LLC 0.02% Add +2.4% 5,692 $1.0M
Rockefeller Capital Management L.P. 0.00% Add +3.1% 5,583 $1.0M
Bluebird Wealth Management LLC 0.88% Add +283.6% 5,554 $1.0M
Globeflex Capital L P 0.13% Add +295.6% 5,495 $1.0M
WCM Investment Management, LLC 0.00% Add +20.0% 5,369 $990K
Swiss Life Asset Management Ltd 0.00% Reduce -79.3% 5,411 $988K
M&T Bank Corp 0.00% Add +40.9% 5,410 $988K
Gabelli Funds LLC 0.01% Add +24.4% 5,350 $976K
Sora Investors LLC 0.07% New 5,200 $949K
Laird Norton Wetherby Trust Company, LLC 0.02% Add +371.1% 5,173 $944K
Fieldview Capital Management, LLC 0.27% New 5,161 $942K
KBC Group NV 0.00% Reduce -51.8% 5,153 $940K
Brevan Howard Capital Management LP 0.01% Reduce -65.3% 5,141 $938K
Greenleaf Trust 0.01% New 4,801 $876K
Mayflower Financial Advisors, LLC 0.08% Reduce -6.0% 4,800 $876K
Public Employees Retirement Association of Colorado 0.00% No change 4,778 $872K
Azzad Asset Management Inc. 0.08% Reduce -0.1% 4,751 $867K
Truist Financial Corp. 0.00% Add +36.7% 4,716 $861K
Axxion S.A. 0.06% — 4,700 $858K
Nicolet Bankshares Inc. 0.03% Reduce -42.4% 4,654 $849K
Caxton Associates LLP 0.02% New 4,618 $843K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -83.1% 4,583 $836K
B. Metzler seel. Sohn & Co. AG 0.01% Add +50.9% 4,575 $835K
Addison Capital Co 0.14% Reduce -0.6% 4,521 $825K
Bridgefront Capital, LLC 0.21% Add +38.1% 4,421 $807K
Marex Group Ltd 0.01% New 4,376 $799K
Intellectus Partners, LLC 0.14% Reduce -4.3% 4,345 $793K
Tobam 0.19% New 4,194 $765K
Fluent Financial, LLC 0.27% New 4,179 $763K
Integrated Wealth Concepts LLC 0.00% Reduce -10.6% 4,071 $743K
NorthCrest Asset Manangement, LLC 0.02% Add +80.0% 3,567 $735K
Magnetar Financial LLC 0.01% Add +50.2% 4,023 $734K
CastleKnight Management LP 0.03% No change 4,000 $730K
MAI Capital Management 0.00% Add +112.8% 3,998 $730K
Merit Financial Group, LLC 0.00% Reduce -27.7% 3,993 $729K
Brighton Jones LLC 0.01% Reduce -21.5% 3,990 $728K
Orion Porfolio Solutions, LLC 0.01% Add +20.4% 3,990 $728K
Sequoia Financial Advisors, LLC 0.00% Reduce -60.6% 3,982 $727K
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.00% Reduce -79.5% 3,905 $713K
Assetmark, Inc. 0.00% Reduce -33.3% 3,794 $692K
Washington Capital Management, Inc. 0.45% Add +53.3% 3,770 $688K
Bailard, Inc. 0.01% Reduce -58.6% 3,698 $675K
Amalgamated Bank 0.00% Reduce -9.9% 3,588 $655K
Factory Mutual Insurance Co. 0.01% No change 3,500 $639K
Quantum Private Wealth, LLC 0.16% Reduce -15.5% 3,324 $607K
Osaic Holdings, Inc. 0.00% Reduce -58.6% 3,299 $602K
Kentucky Retirement Systems 0.01% New 3,210 $586K
Bull Harbor Capital LLC 0.11% Add +76.1% 3,204 $585K
1776 Wealth LLC 0.20% Reduce -1.6% 3,185 $581K
Fideuram Asset Management (Ireland) dac 0.01% New 2,633 $581K
Perpetual Ltd 0.01% Add +77.4% 3,176 $580K
HighTower Advisors, LLC 0.00% Reduce -15.2% 3,169 $578K
Plato Investment Management Ltd 0.03% Add +22.9% 3,179 $577K
Silvant Capital Management LLC 0.02% Reduce -72.5% 3,120 $569K
Quantedge Capital Pte Ltd 0.43% New 3,120 $569K
Waddell & Associates, LLC 0.03% Add +225.5% 3,089 $564K
AlphaGrep UK Ltd 0.17% New 3,047 $556K
OP Asset Management Ltd 0.01% Reduce -54.6% 3,039 $555K
Broderick Brian C 0.08% No change 3,000 $548K
Saxon Interests, Inc. 0.15% Add +0.2% 2,983 $544K
Martingale Asset Management L P 0.01% Add +0.6% 2,918 $533K
Fifth Third Bancorp 0.00% Reduce -21.3% 2,879 $525K
Fox Run Management, L.L.C. 0.09% Reduce -60.9% 2,835 $517K
denkapparat Operations GmbH 0.17% Add +55.8% 2,804 $512K
Janney Montgomery Scott LLC 0.00% Reduce -89.1% 2,792 $510K
Thrivent Financial for Lutherans 0.00% New 2,791 $509K
Investment Management Corp of Ontario 0.01% Reduce -56.1% 2,778 $507K
Smith Group Asset Management, LLC 0.02% New 2,705 $494K
Wealthfront Advisers LLC 0.00% Reduce -0.6% 2,696 $492K
Gsa Capital Partners LLP 0.03% Reduce -54.2% 2,693 $491K
United Capital Financial Advisors, LLC 0.00% Reduce -14.4% 2,689 $491K
Bokf, NA 0.01% Reduce -5.5% 2,675 $488K
Roundview Capital LLC 0.03% Reduce -59.6% 2,663 $486K
Polymer Capital Management (US) LLC 0.07% Add +18.8% 2,654 $484K
Cresset Asset Management, LLC 0.00% Add +0.6% 2,653 $484K
Provident Living Financial Services, Inc. 0.47% Add +107.7% 2,606 $476K
HB Wealth Management, LLC 0.00% Reduce -4.9% 2,581 $471K
DNB Asset Management AS 0.00% Reduce -76.3% 2,581 $471K
Glenmede Trust Co. NA 0.00% New 2,573 $470K
MetLife Investment Management, LLC 0.00% Reduce -19.1% 2,533 $462K
Evolve Private Wealth, LLC 0.03% Add +29.5% 2,526 $461K
PNC Financial Services Group, Inc. 0.00% Add +5.5% 2,480 $453K
Maryland State Retirement & Pension System 0.01% No change 2,471 $451K
Westpac Banking Corp. 0.03% Add +68.9% 2,387 $436K
Boothbay Fund Management, LLC 0.01% Add +3.8% 2,359 $431K
CSS LLC 0.06% New 2,300 $420K
Sanctuary Advisors, LLC 0.00% Add +96.9% 2,255 $412K
Machina Capital S.A.S. 0.06% Add +62.8% 2,242 $409K
O'shaughnessy Asset Management, LLC 0.00% Reduce -4.9% 2,219 $405K
D.A. Davidson & Co. 0.00% Add +38.9% 2,194 $400K
Pallas Capital Advisors LLC 0.01% Add +26.8% 2,144 $391K
Blair William & Co. 0.00% New 2,135 $390K
EP Wealth Advisors, LLC 0.00% Add +71.7% 2,112 $386K
Jackson Thornton Wealth Management, LLC 0.03% New 2,056 $375K
Jackson Creek Investment Advisors LLC 0.12% New 1,580 $375K
Krilogy Financial LLC 0.01% Add +92.8% 2,036 $372K
Composition Wealth, LLC 0.00% Add +12.3% 2,021 $369K
J. Safra Sarasin Holding AG 0.01% New 1,996 $364K
Kintegral Advisory, LLC 0.03% No change 1,944 $355K
Vise Technologies, Inc. 0.00% Add +247.0% 1,933 $353K
Blue Trust, Inc. 0.00% Add +13.9% 1,905 $348K
Alps Advisors Inc. 0.00% Add +1.3% 1,895 $346K
Aviva PLC 0.00% Reduce -96.1% 1,870 $341K
Capstone Investment Advisors, LLC 0.00% Add +18.8% 1,867 $341K
Ethic Inc. 0.00% Reduce -21.0% 1,840 $336K
Waverly Advisors, LLC 0.00% Add +30.9% 1,831 $334K
Citizens Financial Group Inc. 0.00% Add +25.8% 1,826 $333K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -31.6% 1,826 $333K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -41.9% 1,815 $331K
Snowden Capital Advisors LLC 0.01% No change 1,754 $320K
Prelude Capital Management, LLC 0.02% Reduce -44.4% 1,728 $315K
Quantbot Technologies LP 0.01% New 1,726 $315K
CIBC Asset Management Inc 0.00% Reduce -29.8% 1,716 $313K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.10% No change 1,715 $313K
Rothschild Wealth LLC 0.02% Add +2.7% 1,706 $311K
Atom Investors LP 0.03% Reduce -93.1% 1,668 $304K
Picton Mahoney Asset Management 0.00% Reduce -54.0% 1,668 $304K
Ofi Invest Asset Management 0.00% Reduce -48.1% 1,644 $300K
Larson Financial Group LLC 0.01% Add +509.9% 1,604 $293K
Mission Wealth Management, LP 0.00% New 1,597 $291K
Allworth Financial LP 0.00% Add +21.6% 1,594 $291K
R Squared Ltd 0.15% New 1,519 $277K
North Dakota State Investment Board 0.01% Add +1.7% 1,512 $276K
Profund Advisors LLC 0.01% Reduce -10.8% 1,511 $276K
Coldstream Capital Management Inc. 0.00% Reduce -51.7% 1,510 $276K
Chiron Capital Management, LLC 0.25% Add +7.1% 1,500 $274K
TD Waterhouse Canada Inc. 0.00% Add +2084.8% 1,442 $271K
Ridgewood Investments LLC 0.10% No change 1,476 $269K
Kestra Advisory Services, LLC 0.00% Reduce -2.7% 1,457 $266K
Farther Finance Advisors, LLC 0.00% Add +5.8% 1,413 $258K
Regal Investment Advisors LLC 0.01% Reduce -10.9% 1,392 $254K
Guerra Pan Advisors, LLC 0.14% No change 1,373 $251K
Miller Financial Services LLC 0.20% Add +9.6% 1,365 $249K
Inceptionr LLC 0.06% Reduce -61.9% 1,365 $249K
Fred Alger Management, LLC 0.00% Add +55.3% 1,365 $249K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -38.2% 1,365 $249K
Danske Bank A/S 0.00% Reduce -95.1% 1,352 $247K
Kentucky Retirement Systems Insurance Trust Fund 0.01% Reduce -0.5% 1,332 $243K
DV Trading LLC 0.02% New 1,320 $241K
Mangrove Partners Im, LLC 0.02% New 1,318 $241K
Signaturefd, LLC 0.00% Reduce -28.1% 1,312 $239K
Interchange Capital Partners, LLC 0.04% New 1,308 $239K
Moneta Group Investment Advisors LLC 0.00% Reduce -4.4% 1,307 $239K
Aster Capital Management (DIFC) Ltd 0.05% Add +2971.4% 1,290 $235K
Family Investment Center, Inc. 0.04% Reduce -48.4% 1,289 $235K
WINTON GROUP Ltd 0.01% New 1,280 $234K
Parcion Private Wealth LLC 0.01% New 1,274 $233K
Qtron Investments LLC 0.03% Reduce -12.6% 1,272 $232K
Baker Avenue Asset Management, LP 0.00% Reduce -12.3% 1,267 $231K
Evergreen Capital Management LLC 0.00% Reduce -43.1% 1,266 $231K
Mgo One Seven LLC 0.00% New 1,256 $229K
Two Sigma Securities, LLC 0.02% New 1,248 $228K
Mackenzie Financial Corp. 0.00% Reduce -78.0% 1,241 $226K
Turner Financial Group, Inc. 0.23% — 1,237 $226K
Rafferty Asset Management, LLC 0.00% Reduce -15.9% 1,226 $224K
Proficio Capital Partners LLC 0.01% New 1,209 $221K
SCS Capital Management LLC 0.00% No change 1,191 $217K
Seelaus Asset Management LLC 0.15% New 1,188 $217K
Bridgewater Advisors Inc. 0.01% New 899 $216K
Optimize Financial Inc. 0.08% Reduce -0.3% 1,180 $215K
Sound Capital Solutions LLC 0.05% — 1,180 $215K
DRW Securities, LLC 0.01% New 1,168 $213K
Emerald Advisers, LLC 0.01% No change 1,153 $210K
Abacus Wealth Partners, LLC 0.02% New 1,150 $210K
AE Wealth Management LLC 0.00% Add +12.7% 1,144 $209K
Lazard Asset Management LLC 0.00% Reduce -73.6% 1,141 $208K
Storebrand Asset Management As 0.00% Reduce -65.5% 1,127 $206K
Neuberger Berman Group LLC 0.00% Reduce -39.1% 1,122 $205K
&partners 0.00% New 1,042 $203K
Tower Research Capital LLC (TRC) 0.00% Reduce -62.9% 1,035 $189K
EverSource Wealth Advisors, LLC 0.01% Add +4.9% 1,011 $185K
FNY Investment Advisers, LLC 0.06% Add +1.7% 938 $171K
IFP Advisors, Inc 0.00% Reduce -2.9% 922 $168K
Armstrong Advisory Group, Inc. 0.01% Reduce -2.1% 921 $168K
Rakuten Securities, Inc. 0.03% Add +36.0% 760 $139K
Essential Partners LLC 0.06% Add +127.0% 740 $135K
Smartleaf Asset Management LLC 0.00% No change 705 $130K
Clearstead Advisors, LLC 0.00% Add +199.6% 704 $128K
Caitong International Asset Management Co., Ltd 0.02% Add +5.5% 695 $127K
Nisa Investment Advisors, LLC 0.00% Reduce -20.7% 692 $126K
Fulcrum Asset Management LLP 0.01% New 636 $117K
Avalon Trust Co 0.01% Reduce -6.3% 600 $110K
Covestor Ltd 0.06% Add +356.3% 543 $99K
American Capital Advisory, LLC 0.03% Add +13000.0% 524 $96K
Brown Brothers Harriman & Co. 0.00% No change 513 $94K
Steward Partners Investment Advisory, LLC 0.00% Reduce -60.9% 508 $93K
Employees Retirement System of Texas 0.00% No change 465 $85K
Sterling Capital Management LLC 0.00% Add +26.9% 463 $85K
Quarry LP 0.01% Add +34.6% 440 $80K
Eurizon Capital SGR S.p.A. 0.00% Reduce -97.2% 403 $74K
Basecamp Wealth Advisors LLC 0.01% Reduce -10.1% 391 $71K
Bessemer Group Inc. 0.00% Reduce -44.1% 373 $68K
Quent Capital, LLC 0.00% Reduce -22.7% 358 $65K
CX Institutional 0.00% Add +4785.7% 342 $62K
Versant Capital Management, Inc 0.01% Reduce -57.4% 307 $56K
Strategic Wealth Partners, Ltd. 0.00% Reduce -0.7% 290 $53K
True Wealth Design, LLC 0.01% Add +39.5% 272 $50K
SBI Securities Co., Ltd. 0.00% Add +8.1% 255 $47K
GAMMA Investing LLC 0.00% Reduce -43.8% 249 $45K
Global Retirement Partners, LLC 0.00% — 210 $38K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 210 $38K
TFC Financial Management, Inc. 0.00% Add +12.4% 209 $38K
Caldwell Sutter Capital, Inc. 0.01% New 174 $32K
Adirondack Trust Co. 0.01% No change 160 $29K
Salem Investment Counselors Inc. 0.00% No change 150 $27K
Napier Financial, LLC 0.01% No change 145 $26K
V-Square Quantitative Management LLC 0.00% Reduce -85.2% 142 $26K
Nomura Asset Management Co. Ltd. 0.00% Reduce -99.2% 140 $26K
Sfam, LLC 0.02% No change 139 $25K
Mather Group, Llc. 0.00% Reduce -2.8% 137 $25K
Activest Wealth Management 0.00% Add +111.7% 127 $23K
Parkside Financial Bank & Trust 0.00% Reduce -35.2% 125 $23K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +2.6% 117 $21K
Provenance Wealth Advisors, LLC 0.00% No change 115 $21K
Westside Investment Management, Inc. 0.00% Reduce -22.4% 114 $21K
Whittier Trust Co. 0.00% Reduce -10.3% 104 $20K
SHP Wealth Management 0.00% Add +165.0% 106 $19K
Elevation Wealth Partners, LLC 0.01% Add +101.9% 105 $19K
Harbour Investments, Inc. 0.00% Reduce -30.8% 101 $18K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -99.8% 96 $18K
MassMutual Private Wealth & Trust, FSB 0.00% Add +5.7% 93 $17K
Institute for Wealth Management, LLC. 0.00% New 90 $16K
Wealth Enhancement Trust Services, Inc. 0.00% New 87 $16K
Salomon & Ludwin, LLC 0.00% Reduce -12.0% 81 $15K
Zions Bancorporation, National Association 0.00% Add +28.6% 81 $15K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 75 $14K
Virtus Advisers, LLC 0.01% Reduce -94.6% 75 $14K
Highline Wealth Partners LLC 0.00% Add +51.0% 74 $14K
Huntington National Bank 0.00% Reduce -54.4% 73 $13K
CVA Family Office, LLC 0.00% Reduce -70.6% 72 $13K
Acumen Wealth Advisors, LLC 0.00% Add +10.9% 71 $13K
Asset Dedication, LLC 0.00% Reduce -35.5% 69 $13K
Allied Private Wealth LLC 0.01% — 60 $12K
Physician Wealth Advisors, Inc. 0.00% No change 64 $12K
SJS Investment Consulting Inc. 0.00% Reduce -14.9% 63 $11K
Bell Investment Advisors, Inc 0.00% Add +74.3% 61 $11K
Arlington Trust Co LLC 0.00% No change 60 $11K
Planning Strategies Inc. 0.01% — 56 $10K
IFG Advisory, LLC 0.00% New 52 $9K
Private Wealth Management Group, LLC 0.00% Reduce -3.8% 51 $9K
Godfrey Financial Associates, Inc. 0.01% No change 50 $9K
Key Financial Inc 0.00% No change 50 $9K
Atlantic Union Bankshares Corp 0.00% Reduce -70.9% 50 $9K
Bogart Wealth, LLC 0.00% Add +206.7% 46 $8K
National Bank of Canada 0.00% Reduce -96.2% 41 $7K
MCF Advisors LLC 0.00% No change 40 $7K
Smithfield Trust Co 0.00% No change 38 $7K
TrinityBridge Ltd 0.00% Reduce -16.3% 36 $7K
Wilmington Savings Fund Society, FSB 0.00% New 38 $7K
Sachetta, LLC 0.00% Add +59.1% 35 $6K
Aventura Private Wealth, LLC 0.00% Reduce -7.9% 35 $6K
Owl Creek Wealth Partners LLC 0.00% Reduce -36.4% 35 $6K
Truvestments Capital LLC 0.00% No change 35 $6K
Cullen/Frost Bankers, Inc. 0.00% Add +1600.0% 34 $6K
EFG International AG 0.00% No change 34 $6K
Avion Wealth 0.00% Add +43.5% 33 $6K
Pacer Advisors, Inc. 0.00% Add +3000.0% 31 $6K
UMB Bank, n.a. 0.00% Reduce -43.6% 31 $6K
Birchbrook, Inc. 0.00% No change 30 $5K
Ameritas Investment Partners, Inc. 0.00% No change 30 $5K
Rachor Investment Advisory Services, LLC 0.00% Reduce -35.9% 25 $5K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% Reduce -73.7% 25 $5K
SouthState Bank Corp 0.00% Add +14.3% 24 $4K
Private Wealth Asset Management, LLC 0.00% No change 24 $4K
Whittier Trust Co. of Nevada Inc. 0.00% No change 21 $4K
Downshift Financial, LLC 0.00% New 22 $4K
Keating Financial Advisory Services, Inc. 0.00% No change 22 $4K
N.E.W. Advisory Services LLC 0.00% Reduce -46.3% 22 $4K
Bank of New Hampshire 0.00% Reduce -53.3% 21 $4K
Accent Capital Management, LLC 0.00% New 20 $4K
Private Trust Co. NA 0.00% New 19 $3K
Fiduciary Financial Advisors 0.00% New 18 $3K
Cromwell Holdings LLC 0.00% New 18 $3K
International Assets Investment Management, LLC 0.00% Reduce -46.9% 17 $3K
Grove Bank & Trust 0.00% No change 17 $3K
Lanark Financial, Inc. 0.00% Reduce -10.5% 17 $3K
Tounjian Advisory Partners, LLC 0.00% New 16 $3K
Concord Wealth Partners 0.00% New 16 $3K
North Star Investment Management Corp. 0.00% New 16 $3K
Evelyn Partners Group Ltd 0.00% — 16 $3K
WPG Advisers, LLC 0.00% Reduce -31.8% 15 $3K
Addison Advisors LLC 0.00% Reduce -70.6% 15 $3K
Kilter Group LLC 0.00% Add +50.0% 15 $3K
MV Capital Management, Inc. 0.00% Reduce -28.6% 15 $3K
Transamerica Financial Advisors, LLC 0.00% Reduce -65.1% 15 $3K
Ameriflex Group, Inc. 0.00% Add +27.3% 14 $3K
CoreCap Advisors, LLC 0.00% Add +40.0% 14 $3K
Highland Investment Advisors LLC 0.00% — 13 $2K
Triumph Capital Management 0.00% No change 13 $2K
TD Private Client Wealth LLC 0.00% Add +116.7% 13 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 12 $2K
Cornerstone Financial Management LLC 0.00% Reduce -47.8% 12 $2K
Silver Grove Financial Group, Inc. 0.00% New 12 $2K
Rossby Financial, LCC 0.00% Reduce -36.8% 12 $2K
Spire Wealth Management 0.00% No change 12 $2K
Cape Investment Advisory, Inc. 0.00% New 11 $2K
Manchester Capital Management LLC 0.00% Reduce -65.6% 11 $2K
Continuum Advisory, LLC 0.00% New 11 $2K
Hazlett, Burt & Watson, Inc. 0.00% Reduce -79.7% 13 $2K
GW&K Investment Management, LLC 0.00% Reduce -7.7% 12 $2K
Evolution Wealth Management Inc. 0.00% No change 10 $2K
Fairscale Capital, LLC 0.00% No change 10 $2K
First Horizon Corp. 0.00% Reduce -91.7% 10 $2K
Oakmont Advisory Group, LLC 0.00% New 9 $2K
Copia Wealth Management 0.00% No change 9 $2K
Bare Financial Services, Inc 0.00% Add +350.0% 9 $2K
Marquette Asset Management, LLC 0.00% Reduce -82.2% 8 $1K
Cassaday & Co Wealth Management LLC 0.00% Reduce -11.1% 8 $1K
Horizon Financial Services, LLC 0.00% New 8 $1K
Abound Wealth Management 0.00% No change 7 $1K
Peterson Wealth Services 0.00% Reduce -99.5% 6 $1K
Ogorek Anthony Joseph /NY/ 0.00% No change 10 $1K
Capital Analysts, LLC 0.00% No change 5 $1K
SWAN Capital LLC 0.00% No change 5 $913
Center for Financial Planning, Inc. 0.00% No change 5 $913
Park Place Capital Corp 0.00% Reduce -16.7% 5 $913
Walsh & Associates, LLC 0.00% No change 4 $730
NBH Bank 0.00% — 4 $730
Elevated Capital Advisors, LLC 0.00% No change 4 $730
Strengthening Families & Communities, LLC 0.00% No change 4 $730
Raffa Wealth Management, LLC 0.00% Reduce -50.0% 4 $730
Geneos Wealth Management Inc. 0.00% No change 4 $730
Caitlin John, LLC 0.00% New 3 $548
Rialto Wealth Management, LLC 0.00% Reduce -57.1% 3 $548
Horizon Investments, LLC 0.00% Reduce -70.0% 3 $548
Quaker Wealth Management, LLC 0.00% Add +100.0% 2 $366
CENTRAL TRUST Co 0.00% Reduce -33.3% 2 $366
Principia Wealth Advisory, LLC 0.00% Reduce -50.0% 2 $365
Lloyd Advisory Services, LLC. 0.00% New 2 $365
Fortitude Family Office, LLC 0.00% Reduce -33.3% 2 $365
AdvisorNet Financial, Inc 0.00% Reduce -92.0% 2 $365
Hughes Financial Services, LLC 0.00% Reduce -50.0% 2 $365
Midwest Capital Advisors, LLC 0.00% New 2 $282
Halbert Hargrove Global Advisors, LLC 0.00% New 1 $252
Meramec Financial Planners, LLC 0.00% No change 1 $224
Cornerstone Planning Group LLC 0.00% Reduce -90.9% 1 $205
Torren Management, LLC 0.00% Reduce -50.0% 1 $183
Clark Wealth Partners 0.00% No change 1 $183
Signature Equity Partners, LLC 0.00% Reduce -50.0% 1 $183
Plante Moran Financial Advisors, LLC 0.00% New 1 $183
Buck Wealth Strategies, LLC 0.00% New 1 $183
MidFirst Bank 0.00% No change 1 $183
Cordant, Inc. 0.00% New 1 $121
Banque Cantonale Vaudoise 0.00% Reduce -92.8% 125 $23
Penserra Capital Management LLC 0.00% Reduce -99.0% 3 $0

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