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Hubspot Inc (HUBS)

CUSIP: 443573100 | NYSE | Technology · Software - Application | Large Cap | 2129 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock, Inc.5,198,58610.4%New 5%+ stakeSep 30, 202692d ahead of 13F (3,459,461 sh) · +1,739,125
13GJPMorgan Chase & Co3,678,0057.3%New 5%+ stakeSep 30, 202692d ahead of 13F (843,855 sh) · +2,834,150
13GVanguard Portfolio Management LLC2,503,5605.0%−31,508Sep 30, 202692d ahead of 13F (2,511,352 sh) · −7,792
13G/ABlackRock, Inc.5,198,586
10.4% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (3,459,461 sh) · +1,739,125
13GJPMorgan Chase & Co3,678,005
7.3% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (843,855 sh) · +2,834,150
13GVanguard Portfolio Management LLC2,503,560
5.0% of class · Sep 30, 2026−31,508
92d ahead of 13F (2,511,352 sh) · −7,792

Institutional Holders — Q3 2026

Pictet Asset Management Holding SA1,689,478
0.3% of portfolio›$346.2M
State of Michigan Retirement System1,200,587
1.1% of portfolio›$246.1M
Assenagon Asset Management S.A.366,284
0.1% of portfolio›$75.1M
Robeco Institutional Asset Management B.V.329,389
0.1% of portfolio›$67.5M
Citigroup Inc244,771
0.0% of portfolio›$50.2M
Principal Financial Group Inc113,866
0.0% of portfolio›$23.3M
Dimensional Fund Advisors LP97,367
0.0% of portfolio›$19.9M
Retirement Systems of Alabama76,400
0.0% of portfolio›$15.7M
Virginia Retirement Systems ET Al66,088
0.1% of portfolio›$13.5M
Creative Planning59,356
0.0% of portfolio›$12.2M
One Way Holdings LLC47,767
0.4% of portfolio›$9.8M
Fideuram Asset Management (Ireland) dac47,231
0.3% of portfolio›$11.4M
Counterpoint Mutual Funds LLC45,418
0.8% of portfolio›$9.3M
Wealth Enhancement Advisory Services, LLC34,730
0.0% of portfolio›$7.0M
Y-Intercept (Hong Kong) Ltd29,270
0.1% of portfolio›$6.0M
Fulcrum Asset Management LLP24,431
0.2% of portfolio›$4.8M
Amalgamated Bank23,637
0.1% of portfolio›$4.8M
Maxi Investments CY Ltd20,594
2.4% of portfolio›$4.2M
Claro Advisors Inc.19,880
0.4% of portfolio›$4.1M
Mutual of America Capital Management LLC18,188
0.0% of portfolio›$3.7M
PensionDanmark Pensionsforsikringsaktieselskab16,810
0.0% of portfolio›$3.4M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.15,448
0.1% of portfolio›$3.2M
Louisiana State Employees Retirement System14,800
0.0% of portfolio›$3.0M
Arizona State Retirement System13,710
0.0% of portfolio›$2.8M
Commonwealth Equity Services, LLC13,413
0.0% of portfolio›$2.7M
Crossmark Global Holdings, Inc.13,353
0.0% of portfolio›$2.7M
Yousif Capital Management, LLC12,970
0.0% of portfolio›$2.7M
MacKenzie Financial Corp12,823
0.0% of portfolio›$2.6M
Daiwa Securities Group Inc.11,958
0.0% of portfolio›$2.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS11,903
0.0% of portfolio›$2.4M
AGF Management LTD11,598
0.0% of portfolio›$2.4M
Oregon Public Employees Retirement Fund10,329
0.0% of portfolio›$2.1M
Xponance LLC10,086
0.0% of portfolio›$2.1M
SEB Asset Management AB9,944
0.0% of portfolio›$2.0M
Linden Thomas Advisory Services, LLC9,832
0.2% of portfolio›$2.0M
AlphaCore Capital LLC9,618
0.0% of portfolio›$2.0M
Caitong International Asset Management Co., Ltd9,600
0.2% of portfolio›$2.0M
Asset Management One Co., Ltd.8,555
0.0% of portfolio›$1.8M
New York Life Investment Management LLC8,051
0.0% of portfolio›$1.7M
Nisa Investment Advisors, LLC7,940
0.0% of portfolio›$1.6M
Lavelle Capital LP7,853
0.8% of portfolio›$1.6M
HB Wealth Management, LLC7,685
0.0% of portfolio›$1.3M
Kestra Investment Management, LLC7,508
0.0% of portfolio›$1.5M
Vontobel Holding Ltd.6,874
0.0% of portfolio›$1.4M
Brighton Jones LLC6,770
0.0% of portfolio›$1.4M
Oppenheimer Asset Management Inc.6,374
0.0% of portfolio›$1.3M
DekaBank Deutsche Girozentrale6,121
0.0% of portfolio›$1.2M
Chicago Partners Investment Group LLC6,034
0.0% of portfolio›$1.6M
Parallel Advisors, LLC5,847
0.0% of portfolio›$1.2M
Assetmark, Inc5,797
0.0% of portfolio›$1.2M
Greenleaf Trust5,161
0.0% of portfolio›$1.1M
Sumitomo Mitsui Trust Group, Inc.4,947
0.0% of portfolio›$1.0M
KBC Group NV4,902
0.0% of portfolio›$1.0M
Azzad Asset Management Inc4,834
0.1% of portfolio›$990.8K
Mirae Asset Global Investments Co., Ltd.4,784
0.0% of portfolio›$980.6K
State of Alaska, Department of Revenue4,728
0.0% of portfolio›$969
Citizens Financial Group Inc4,720
0.0% of portfolio›$967.5K
Greatmark Investment Partners, Inc.4,706
0.1% of portfolio›$964.6K
Vise Technologies, Inc.4,627
0.0% of portfolio›$948.5K
Swiss Life Asset Management Ltd4,612
0.0% of portfolio›$945.4K
NorthCrest Asset Manangement, LLC4,593
0.0% of portfolio›$1.1M
B. Metzler seel. Sohn & Co. AG3,630
0.0% of portfolio›$744.1K
Saxon Interests, Inc.3,480
0.2% of portfolio›$713.3K
Krilogy Financial LLC3,377
0.0% of portfolio›$754.3K
Atria Investments, Inc3,144
0.0% of portfolio›$644.4K
Leonteq Securities AG3,127
0.0% of portfolio›$641.0K
Kestra Advisory Services, LLC3,056
0.0% of portfolio›$626.4K
Provident Living Financial Services, Inc.2,970
0.7% of portfolio›$697.6K
Quantum Private Wealth, LLC2,933
0.2% of portfolio›$601.2K
New York State Teachers Retirement System2,801
0.0% of portfolio›$574.0K
Quadrant Capital Group LLC2,673
0.0% of portfolio›$591.5K
Smith Group Asset Management, LLC2,595
0.0% of portfolio›$531.9K
Ethic Inc.2,475
0.0% of portfolio›$507.2K
J. Safra Sarasin Holding AG2,456
0.0% of portfolio›$503.4K
Parcion Private Wealth LLC2,441
0.0% of portfolio›$500.4K
D.A. Davidson & Co.2,398
0.0% of portfolio›$491.5K
Allspring Global Investments Holdings, LLC2,348
0.0% of portfolio›$510.6K
Profund Advisors LLC2,345
0.0% of portfolio›$480.7K
Sepio Capital, LP2,275
0.0% of portfolio›$466.3K
Washington Capital Management, Inc2,200
0.3% of portfolio›$451.0K
Lido Advisors, LLC2,170
0.0% of portfolio›$444.9K
ProShare Advisors LLC2,140
0.0% of portfolio›$438.7K
Tobam2,137
0.3% of portfolio›$438.0K
Perpetual Ltd1,959
0.0% of portfolio›$401.6K
Motley Fool Asset Management LLC1,959
0.0% of portfolio›$401.6K
Kintegral Advisory, LLC1,955
0.0% of portfolio›$400.7K
Farther Finance Advisors, LLC1,951
0.0% of portfolio›$399.9K
AXS Investments LLC1,890
0.0% of portfolio›$387.4K
MBL Wealth, LLC1,874
0.0% of portfolio›$384.1K
BI Asset Management Fondsmaeglerselskab A/S1,791
0.0% of portfolio›$367.0K
Truist Financial Corp1,774
0.0% of portfolio›$363.6K
Gateway Investment Advisers LLC1,743
0.0% of portfolio›$357.3K
Daymark Wealth Partners, LLC1,721
0.0% of portfolio›$352.8K
MGO One Seven LLC1,706
0.0% of portfolio›$349.7K
Fifth Third Wealth Advisors LLC1,692
0.0% of portfolio›$346.8K
Signaturefd, LLC1,689
0.0% of portfolio›$346.2K
Candriam S.C.A.1,630
0.0% of portfolio›$335.3K
Jackson Creek Investment Advisors LLC1,557
0.2% of portfolio›$319.0K
Riverbend Wealth Management, LLC1,529
0.1% of portfolio›$313.4K
North Dakota State Investment Board1,520
0.0% of portfolio›$311.6K
Praxis Investment Management Inc1,510
0.0% of portfolio›$310.0K
EverSource Wealth Advisors, LLC1,504
0.0% of portfolio›$308.3K
Bokf, NA1,461
0.0% of portfolio›$299.5K
Interchange Capital Partners, LLC1,424
0.0% of portfolio›$291.9K
Curated Wealth Partners LLC1,409
0.0% of portfolio›$288.8K
Miller Financial Services LLC1,405
0.2% of portfolio›$288.0K
Chiron Capital Management, LLC1,400
0.3% of portfolio›$287.0K
TD Waterhouse Canada Inc.1,389
0.0% of portfolio›$302.1K
Ridgewood Investments LLC1,374
0.1% of portfolio›$281.6K
Guerra PAN Advisors, LLC1,370
0.2% of portfolio›$321.4K
SAX Wealth Advisors, LLC1,331
0.0% of portfolio›$272.8K
Riversedge Advisors, LLC1,315
0.0% of portfolio›$269.5K
Cullinan Associates Inc1,300
0.0% of portfolio›$266.5K
Family Investment Center, Inc.1,289
0.0% of portfolio›$264.2K
Pinnacle Wealth Planning Services, Inc.1,220
0.0% of portfolio›$250.1K
Crestwood Advisors Group, LLC1,159
0.0% of portfolio›$237.5K
Catalyst Capital Advisors LLC1,100
0.0% of portfolio›$225.5K
IFP Advisors, Inc1,071
0.0% of portfolio›$219.5K
May Hill Capital, LLC1,068
0.0% of portfolio›$218.9K
Choreo, LLC1,065
0.0% of portfolio›$218.3K
Park Avenue Securities LLC1,047
0.0% of portfolio›$215.0K
SYM Financial Corp1,024
0.0% of portfolio›$210.0K
Essential Partners LLC1,024
0.1% of portfolio›$209.9K
Inspirion Wealth Advisors, LLC1,000
0.0% of portfolio›$205.0K
1900 Wealth Management LLC989
0.0% of portfolio›$202.7K
StoneX Group Inc.925
0.0% of portfolio›$215.3K
Armstrong Advisory Group, Inc921
0.0% of portfolio›$188.8K
Prospera Financial Services Inc896
0.0% of portfolio›$210.4K
Bayforest Capital Ltd736
0.2% of portfolio›$150.9K
Gamma Investing LLC697
0.0% of portfolio›$142.9K
Strs Ohio682
0.0% of portfolio›$139.8K
SJS Investment Consulting Inc.633
0.0% of portfolio›$129.8K
True Wealth Design, LLC632
0.0% of portfolio›$129.5K
Blue Trust, Inc.591
0.0% of portfolio›$121.1K
American Capital Advisory, LLC516
0.0% of portfolio›$105.8K
Root Financial Partners, LLC371
0.0% of portfolio›$76.0K
Birch Financial Group, LLC370
0.0% of portfolio›$75.8K
Versant Capital Management, Inc370
0.0% of portfolio›$75.8K
CX Institutional365
0.0% of portfolio›$75
Rakuten Securities, Inc.294
0.0% of portfolio›$60.3K
Provenance Wealth Advisors, LLC290
0.0% of portfolio›$59.4K
Sterling Capital Management LLC265
0.0% of portfolio›$54.3K
SBI Securities Co., Ltd.259
0.0% of portfolio›$53.1K
Parkside Financial Bank & Trust181
0.0% of portfolio›$37.1K
Elevation Wealth Partners, LLC175
0.0% of portfolio›$35.9K
Elyxium Wealth, LLC165
0.0% of portfolio›$33.8K
Plato Investment Management Ltd161
0.0% of portfolio›$33.1K
Adirondack Trust Co160
0.0% of portfolio›$32.8K
Access Investment Management LLC155
0.0% of portfolio›$31.8K
FNY Investment Advisers, LLC144
0.0% of portfolio›$29
Sfam, LLC139
0.0% of portfolio›$28.5K
MassMutual Private Wealth & Trust, FSB135
0.0% of portfolio›$27.7K
TFC Financial Management, Inc.134
0.0% of portfolio›$27.5K
Mather Group, Llc.126
0.0% of portfolio›$25.9K
Westside Investment Management, Inc.114
0.0% of portfolio›$24.4K
Covestor Ltd102
0.0% of portfolio›$21.0K
Montag A & Associates Inc100
0.0% of portfolio›$20.5K
Bell Investment Advisors, Inc99
0.0% of portfolio›$20.3K
Mitsubishi UFJ Asset Management Co., Ltd.96
0.0% of portfolio›$19.7K
Activest Wealth Management91
0.0% of portfolio›$18.7K
Owl Creek Wealth Partners LLC90
0.0% of portfolio›$18.4K
Harbor Investment Advisory, LLC82
0.0% of portfolio›$16.8K
Private Wealth Management Group, LLC79
0.0% of portfolio›$16.2K
Bank Julius Baer & Co. Ltd, Zurich75
0.0% of portfolio›$15.4K
Highline Wealth Partners LLC74
0.0% of portfolio›$15.2K
Asset Dedication, LLC69
0.0% of portfolio›$14.1K
Arlington Trust Co LLC60
0.0% of portfolio›$12.3K
Planning Strategies Inc.56
0.0% of portfolio›$11.5K
Ascentis Independent Advisors51
0.0% of portfolio›$10.5K
Key FInancial Inc50
0.0% of portfolio›$10.2K
Goodman Advisory Group, LLC49
0.0% of portfolio›$10.0K
Burkett Financial Services, LLC46
0.0% of portfolio›$9.4K
Physician Wealth Advisors, Inc.44
0.0% of portfolio›$9.0K
Avion Wealth42
0.0% of portfolio›$8
Pension & Wealth Management Advisors, Inc.38
0.0% of portfolio›$7.8K
Farmers & Merchants Investments Inc38
0.0% of portfolio›$7.8K
TrinityBridge Ltd36
0.0% of portfolio›$7
First Horizon Corp35
0.0% of portfolio›$7.2K
WPG Advisers, LLC34
0.0% of portfolio›$7.0K
Private Trust Co NA32
0.0% of portfolio›$6.6K
Smallwood Wealth Investment Management, LLC32
0.0% of portfolio›$6.6K
Birchbrook, Inc.30
0.0% of portfolio›$6.2K
Balance Wealth Partners LLC28
0.0% of portfolio›$5.8K
Rachor Investment Advisory Services, LLC25
0.0% of portfolio›$5.1K
Harbor Capital Advisors, Inc.25
0.0% of portfolio›$5
Heritage Family Offices, LLP25
0.0% of portfolio›$5.1K
Downshift Financial, LLC22
0.0% of portfolio›$4.5K
Manchester Capital Management LLC19
0.0% of portfolio›$3.9K
Cromwell Holdings LLC18
0.0% of portfolio›$3.7K
Fortitude Family Office, LLC18
0.0% of portfolio›$3.7K
Grove Bank & Trust17
0.0% of portfolio›$3.5K
CoreCap Advisors, LLC17
0.0% of portfolio›$3.5K
Lanark Financial, Inc.17
0.0% of portfolio›$3.5K
TD Private Client Wealth LLC17
0.0% of portfolio›$3.5K
North Star Investment Management Corp.16
0.0% of portfolio›$3.3K
Tounjian Advisory Partners, LLC16
0.0% of portfolio›$3.3K
Concord Wealth Partners16
0.0% of portfolio›$3.3K
Cape Investment Advisory, Inc.16
0.0% of portfolio›$3.3K
Triumph Capital Management13
0.0% of portfolio›$2.7K
Jnba Financial Advisors13
0.0% of portfolio›$2.7K
Spire Wealth Management12
0.0% of portfolio›$2.5K
MV Capital Management, Inc.11
0.0% of portfolio›$2.3K
Evolution Wealth Management Inc.10
0.0% of portfolio›$2.1K
Capital Advisors, Ltd. LLC10
0.0% of portfolio›$2
Ascentis Wealth Management, LLC10
0.0% of portfolio›$2.0K
Fairscale Capital, LLC10
0.0% of portfolio›$2.3K
Bare Financial Services, Inc9
0.0% of portfolio›$1.8K
Burk Holdings LLC9
0.0% of portfolio›$1.8K
Proathlete Wealth Management LLC9
0.0% of portfolio›$1.8K
Marquette Asset Management, LLC8
0.0% of portfolio›$1.6K
Investment Research & Advisory Group, Inc.8
0.0% of portfolio›$1.6K
Hughes Financial Services, LLC7
0.0% of portfolio›$1.7K
Abound Wealth Management7
0.0% of portfolio›$1.4K
First United Bank & Trust7
0.0% of portfolio›$1.4K
Cassaday & Co Wealth Management LLC7
0.0% of portfolio›$1.4K
Peterson Wealth Services6
0.0% of portfolio›$1.2K
Center for Financial Planning, Inc.5
0.0% of portfolio›$1.0K
Valley National Advisers Inc5
0.0% of portfolio›$1.0K
Compass Financial Management LLC5
0.0% of portfolio›$1.0K
Elevated Capital Advisors, LLC4
0.0% of portfolio›$820
Albion Financial Group4
0.0% of portfolio›$761
Strengthening Families & Communities, LLC4
0.0% of portfolio›$820
UMB Private Wealth Management, LLC4
0.0% of portfolio›$820
Next Level Wealth Planning, LLC3
0.0% of portfolio›$615
Fjarde Ap-Fonden TH Swedish National Pension Fund3
0.0% of portfolio›$615
GoalVest Advisory LLC3
0.0% of portfolio›$615
Lloyd Advisory Services, Llc.2
0.0% of portfolio›$410
Trust Co of Vermont2
0.0% of portfolio›$410
Foresight Capital Management Advisors, Inc.1
0.0% of portfolio›$205
Clark Wealth Partners1
0.0% of portfolio›$205
Buck Wealth Strategies, LLC1
0.0% of portfolio›$205
StyleTurnoverLocationFiled
Pictet Asset Management Holding SA
1,689,478$346.2M0.3%GrowthMediumCarouge, Switzerland2026-11-03
State of Michigan Retirement System
1,200,587$246.1M1.1%IndexLowEast Lansing, MI2026-10-27
Assenagon Asset Management S.A.
366,284$75.1M0.1%GrowthHighSenningerberg, Netherlands2026-10-15
Robeco Institutional Asset Management B.V.
329,389$67.5M0.1%CoreMediumRotterdam, Philippines2026-10-20
Citigroup Inc
244,771$50.2M0.0%CoreMediumNew York, NY2026-11-04
Principal Financial Group Inc
113,866$23.3M0.0%CoreLowDes Moines, IA2026-11-02
Dimensional Fund Advisors LP
97,367$19.9M0.0%IndexLowAustin, TX2026-11-04
Retirement Systems of Alabama
76,400$15.7M0.0%IndexLowMontgomery, AL2026-11-04
Virginia Retirement Systems ET Al
66,088$13.5M0.1%CoreMediumRichmond, VA2026-10-28
Creative Planning
59,356$12.2M0.0%IndexVery LowOverland Park, KS2026-11-02
One Way Holdings LLC
47,767$9.8M0.4%CoreMediumFlower Mound, TX2026-10-29
Fideuram Asset Management (Ireland) dac
47,231$11.4M0.3%CoreHighDublin 1, Lithuania2026-10-29
Counterpoint Mutual Funds LLC
45,418$9.3M0.8%Deep ValueVery HighSan Diego, CA2026-10-16
Wealth Enhancement Advisory Services, LLC
34,730$7.0M0.0%CoreLowPlymouth, MN2026-10-13
Y-Intercept (Hong Kong) Ltd
29,270$6.0M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Fulcrum Asset Management LLP
24,431$4.8M0.2%CoreMediumLondon, United Kingdom2026-11-04
Amalgamated Bank
23,637$4.8M0.1%CoreVery LowNew York, NY2026-10-23
Maxi Investments CY Ltd
20,594$4.2M2.4%GrowthVery HighLimassol, Georgia2026-10-26
Claro Advisors Inc.
19,880$4.1M0.4%CoreLowBoston, MA2026-11-02
Mutual of America Capital Management LLC
18,188$3.7M0.0%IndexLowNew York, NY2026-10-23
PensionDanmark Pensionsforsikringsaktieselskab
16,810$3.4M0.0%IndexLowCopenhagen O, Greece2026-10-19
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
15,448$3.2M0.1%CoreHighTurin, Latvia2026-10-22
Louisiana State Employees Retirement System
14,800$3.0M0.0%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
13,710$2.8M0.0%IndexVery LowPhoenix, AZ2026-11-03
Commonwealth Equity Services, LLC
13,413$2.7M0.0%ETFLowWaltham, MA2026-11-02
Crossmark Global Holdings, Inc.
13,353$2.7M0.0%GARPMediumHouston, TX2026-10-21
Yousif Capital Management, LLC
12,970$2.7M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
MacKenzie Financial Corp
12,823$2.6M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Daiwa Securities Group Inc.
11,958$2.5M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
11,903$2.4M0.0%CoreLowHarrisburg, PA2026-11-03
AGF Management LTD
11,598$2.4M0.0%GrowthHighToronto, Australia2026-11-03
Oregon Public Employees Retirement Fund
10,329$2.1M0.0%IndexVery LowTigard, OR2026-10-30
Xponance LLC
10,086$2.1M0.0%IndexVery LowPhiladelphia, PA2026-11-03
SEB Asset Management AB
9,944$2.0M0.0%CoreN/AStockholm, Sweden2026-11-04
Linden Thomas Advisory Services, LLC
9,832$2.0M0.2%CoreLowCharlotte, NC2026-10-19
AlphaCore Capital LLC
9,618$2.0M0.0%ETFLowLa Jolla, CA2026-11-04
Caitong International Asset Management Co., Ltd
9,600$2.0M0.2%GrowthVery HighHong Kong, South Korea2026-10-29
Asset Management One Co., Ltd.
8,555$1.8M0.0%IndexVery LowTokyo, Mexico2026-10-27
New York Life Investment Management LLC
8,051$1.7M0.0%GrowthLowNew York, NY2026-11-04
Nisa Investment Advisors, LLC
7,940$1.6M0.0%IndexVery LowSt. Louis, MO2026-10-20
Lavelle Capital LP
7,853$1.6M0.8%GrowthHighSan Francisco, CA2026-11-03
HB Wealth Management, LLC
7,685$1.3M0.0%IndexVery LowAtlanta, GA2026-10-23
Kestra Investment Management, LLC
7,508$1.5M0.0%ETFMediumAustin, TX2026-11-04
Vontobel Holding Ltd.
6,874$1.4M0.0%CoreMediumZurich, Switzerland2026-10-16
Brighton Jones LLC
6,770$1.4M0.0%CoreVery LowSeattle, WA2026-11-03
Oppenheimer Asset Management Inc.
6,374$1.3M0.0%CoreMediumNew York, NY2026-10-27
DekaBank Deutsche Girozentrale
6,121$1.2M0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Chicago Partners Investment Group LLC
6,034$1.6M0.0%GARPLowChicago, IL2026-10-27
Parallel Advisors, LLC
5,847$1.2M0.0%IndexLowSan Francisco, CA2026-11-03
Assetmark, Inc
5,797$1.2M0.0%ETFLowConcord, CA2026-10-21
Greenleaf Trust
5,161$1.1M0.0%CoreLowKalamazoo, MI2026-10-29
Sumitomo Mitsui Trust Group, Inc.
4,947$1.0M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
KBC Group NV
4,902$1.0M0.0%CoreMediumBrussels, Czech Republic2026-10-22
Azzad Asset Management Inc
4,834$990.8K0.1%GrowthMediumFalls Church, VA2026-11-04
Mirae Asset Global Investments Co., Ltd.
4,784$980.6K0.0%GrowthLowSeoul, Malaysia2026-11-03
State of Alaska, Department of Revenue
4,728$9690.0%CoreVery LowJuneau, AK2026-10-15
Citizens Financial Group Inc
4,720$967.5K0.0%GrowthLowProvidence, RI2026-10-23
Greatmark Investment Partners, Inc.
4,706$964.6K0.1%ValueVery LowColumbus, GA2026-10-28
Vise Technologies, Inc.
4,627$948.5K0.0%IndexLowNew York, NY2026-10-29
Swiss Life Asset Management Ltd
4,612$945.4K0.0%CoreLowZurich, Switzerland2026-11-03
NorthCrest Asset Manangement, LLC
4,593$1.1M0.0%GrowthLowPlymouth, MN2026-10-13
B. Metzler seel. Sohn & Co. AG
3,630$744.1K0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Saxon Interests, Inc.
3,480$713.3K0.2%ETFMediumHouston, TX2026-10-26
Krilogy Financial LLC
3,377$754.3K0.0%GrowthLowSt. Louis, MO2026-10-13
Atria Investments, Inc
3,144$644.4K0.0%CoreMediumCharlotte, NC2026-10-15
Leonteq Securities AG
3,127$641.0K0.0%CoreHighZurich, Switzerland2026-10-29
Kestra Advisory Services, LLC
3,056$626.4K0.0%CoreLowAustin, TX2026-11-02
Provident Living Financial Services, Inc.
2,970$697.6K0.7%GARPLowLehi, UT2026-11-03
Quantum Private Wealth, LLC
2,933$601.2K0.2%GrowthLowTampa, FL2026-10-20
New York State Teachers Retirement System
2,801$574.0K0.0%CoreVery LowAlbany, NY2026-10-22
Quadrant Capital Group LLC
2,673$591.5K0.0%CoreLowCincinnati, OH2026-10-20
Smith Group Asset Management, LLC
2,595$531.9K0.0%GrowthLowDallas, TX2026-10-27
Ethic Inc.
2,475$507.2K0.0%CoreLowNew York, NY2026-11-03
J. Safra Sarasin Holding AG
2,456$503.4K0.0%CoreMediumBasel, Switzerland2026-10-26
Parcion Private Wealth LLC
2,441$500.4K0.0%CoreMediumBellevue, WA2026-10-28
D.A. Davidson & Co.
2,398$491.5K0.0%CoreLowGreat Falls, MT2026-10-28
Allspring Global Investments Holdings, LLC
2,348$510.6K0.0%CoreMediumCharlotte, NC2026-11-04
Profund Advisors LLC
2,345$480.7K0.0%GrowthLowBethesda, MD2026-10-29
Sepio Capital, LP
2,275$466.3K0.0%ETFLowSalt Lake City, UT2026-10-22
Washington Capital Management, Inc
2,200$451.0K0.3%ValueMediumSeattle, WA2026-10-19
Lido Advisors, LLC
2,170$444.9K0.0%GrowthLowLos Angeles, CA2026-11-04
ProShare Advisors LLC
2,140$438.7K0.0%GrowthLowBethesda, MD2026-10-29
Tobam
2,137$438.0K0.3%ValueHighParis, India2026-11-03
Perpetual Ltd
1,959$401.6K0.0%ValueMediumSydney, New South Wales, China2026-10-13
Motley Fool Asset Management LLC
1,959$401.6K0.0%GrowthMediumAlexandria, VA2026-10-27
Kintegral Advisory, LLC
1,955$400.7K0.0%GrowthVery LowNew York, NY2026-10-16
Farther Finance Advisors, LLC
1,951$399.9K0.0%IndexLowSan Francisco, CA2026-10-08
AXS Investments LLC
1,890$387.4K0.0%GrowthMediumPort Chester, NY2026-11-04
MBL Wealth, LLC
1,874$384.1K0.0%ETFLowCharlotte, NC2026-10-22
BI Asset Management Fondsmaeglerselskab A/S
1,791$367.0K0.0%CoreMediumKobenhavn, Greece2026-10-22
Truist Financial Corp
1,774$363.6K0.0%CoreLowCharlotte, NC2026-10-30
Gateway Investment Advisers LLC
1,743$357.3K0.0%GrowthLowCincinnati, OH2026-10-13
Daymark Wealth Partners, LLC
1,721$352.8K0.0%CoreLowCincinnati, OH2026-11-04
MGO One Seven LLC
1,706$349.7K0.0%GrowthLowBeachwood, OH2026-10-28
Fifth Third Wealth Advisors LLC
1,692$346.8K0.0%IndexVery LowCincinnati, OH2026-10-22
Signaturefd, LLC
1,689$346.2K0.0%IndexLowAtlanta, GA2026-10-23
Candriam S.C.A.
1,630$335.3K0.0%GrowthMediumStrassen, Netherlands2026-11-03
Jackson Creek Investment Advisors LLC
1,557$319.0K0.2%ValueVery HighCastle Rock, CO2026-11-04
Riverbend Wealth Management, LLC
1,529$313.4K0.1%GrowthLowMyrtle Beach, SC2026-10-15
North Dakota State Investment Board
1,520$311.6K0.0%GrowthMediumBismarck, ND2026-10-27
Praxis Investment Management Inc
1,510$310.0K0.0%CoreLowGoshen, IN2026-11-03
EverSource Wealth Advisors, LLC
1,504$308.3K0.0%CoreMediumBirmingham, AL2026-11-04
Bokf, NA
1,461$299.5K0.0%CoreLowTulsa, OK2026-10-27
Interchange Capital Partners, LLC
1,424$291.9K0.0%GrowthLowPittsburgh, PA2026-10-28
Curated Wealth Partners LLC
1,409$288.8K0.0%GARPLowEl Segundo, CA2026-10-15
Miller Financial Services LLC
1,405$288.0K0.2%CoreLowMarshall, MI2026-10-20
Chiron Capital Management, LLC
1,400$287.0K0.3%YieldMediumTallahassee, FL2026-10-15
TD Waterhouse Canada Inc.
1,389$302.1K0.0%CoreLowToronto, Australia2026-10-16
Ridgewood Investments LLC
1,374$281.6K0.1%ValueMediumSpringfield, NJ2026-10-05
Guerra PAN Advisors, LLC
1,370$321.4K0.2%GrowthVery LowMontclair, NJ2026-10-26
SAX Wealth Advisors, LLC
1,331$272.8K0.0%ETFVery LowParsippany, NJ2026-10-13
Riversedge Advisors, LLC
1,315$269.5K0.0%ETFMediumWilmington, DE2026-10-09
Cullinan Associates Inc
1,300$266.5K0.0%CoreLowLouisville, KY2026-11-03
Family Investment Center, Inc.
1,289$264.2K0.0%ETFMediumSaint Joseph, MO2026-10-19
Pinnacle Wealth Planning Services, Inc.
1,220$250.1K0.0%GARPLowMansfield, OH2026-10-27
Crestwood Advisors Group, LLC
1,159$237.5K0.0%GrowthLowBoston, MA2026-10-27
Catalyst Capital Advisors LLC
1,100$225.5K0.0%ETFVery LowSan Juan, PR2026-11-02
IFP Advisors, Inc
1,071$219.5K0.0%GrowthLowTampa, FL2026-10-16
May Hill Capital, LLC
1,068$218.9K0.0%ETFLowCohasset, MA2026-11-03
Choreo, LLC
1,065$218.3K0.0%IndexLowRockford, IL2026-10-28
Park Avenue Securities LLC
1,047$215.0K0.0%ETFMediumNew York, NY2026-10-26
SYM Financial Corp
1,024$210.0K0.0%ETFVery LowWinona Lake, IN2026-10-26
Essential Partners LLC
1,024$209.9K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
Inspirion Wealth Advisors, LLC
1,000$205.0K0.0%ETFMediumLibertyville, IL2026-10-09
1900 Wealth Management LLC
989$202.7K0.0%ETFLowSan Antonio, TX2026-10-13
StoneX Group Inc.
925$215.3K0.0%ETFMediumNew York, NY2026-11-03
Armstrong Advisory Group, Inc
921$188.8K0.0%ETFHighNeedham, MA2026-10-09
Prospera Financial Services Inc
896$210.4K0.0%CoreMediumDallas, TX2026-11-04
Bayforest Capital Ltd
736$150.9K0.2%Deep ValueVery HighLondon, United Kingdom2026-11-03
Gamma Investing LLC
697$142.9K0.0%IndexVery LowFoster City, CA2026-10-08
Strs Ohio
682$139.8K0.0%CoreMediumColumbus, OH2026-10-30
SJS Investment Consulting Inc.
633$129.8K0.0%ETFVery LowSylvania, OH2026-10-26
True Wealth Design, LLC
632$129.5K0.0%ETFMediumAkron, OH2026-10-13
Blue Trust, Inc.
591$121.1K0.0%ETFLowBrentwood, TN2026-10-15
American Capital Advisory, LLC
516$105.8K0.0%ETFLowKetchum, ID2026-10-28
Root Financial Partners, LLC
371$76.0K0.0%ETFMediumEncinitas, CA2026-10-21
Birch Financial Group, LLC
370$75.8K0.0%CoreLowKeene, NH2026-10-27
Versant Capital Management, Inc
370$75.8K0.0%GARPLowPhoenix, AZ2026-10-02
CX Institutional
365$750.0%CoreMediumAuburn, IN2026-10-02
Rakuten Securities, Inc.
294$60.3K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Provenance Wealth Advisors, LLC
290$59.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Sterling Capital Management LLC
265$54.3K0.0%GARPMediumCharlotte, NC2026-10-22
SBI Securities Co., Ltd.
259$53.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Parkside Financial Bank & Trust
181$37.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Elevation Wealth Partners, LLC
175$35.9K0.0%ETFLowWalnut Creek, CA2026-10-07
Elyxium Wealth, LLC
165$33.8K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Plato Investment Management Ltd
161$33.1K0.0%CoreLowSydney, China2026-11-05
Adirondack Trust Co
160$32.8K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Access Investment Management LLC
155$31.8K0.0%Deep ValueLowAtlanta, GA2026-10-23
FNY Investment Advisers, LLC
144$290.0%GrowthVery HighNew York, NY2026-10-16
Sfam, LLC
139$28.5K0.0%ETFVery LowElmhurst, IL2026-11-03
MassMutual Private Wealth & Trust, FSB
135$27.7K0.0%CoreLowSpringfield, MA2026-10-05
TFC Financial Management, Inc.
134$27.5K0.0%ETFVery LowBoston, MA2026-10-26
Mather Group, Llc.
126$25.9K0.0%ETFMediumChicago, IL2026-10-14
Westside Investment Management, Inc.
114$24.4K0.0%GrowthLowSanta Monica, CA2026-11-02
Covestor Ltd
102$21.0K0.0%ValueHighLondon, United Kingdom2026-10-30
Montag A & Associates Inc
100$20.5K0.0%CoreLowAtlanta, GA2026-10-29
Bell Investment Advisors, Inc
99$20.3K0.0%ETFVery LowOrinda, CA2026-10-29
Mitsubishi UFJ Asset Management Co., Ltd.
96$19.7K0.0%IndexVery LowTokyo, Mexico2026-11-05
Activest Wealth Management
91$18.7K0.0%ETFLowAventura, FL2026-10-15
Owl Creek Wealth Partners LLC
90$18.4K0.0%IndexLowGreenwood Village, CO2026-10-20
Harbor Investment Advisory, LLC
82$16.8K0.0%GrowthLowLutherville, MD2026-10-13
Private Wealth Management Group, LLC
79$16.2K0.0%ETFLowPrinceton, NJ2026-10-19
Bank Julius Baer & Co. Ltd, Zurich
75$15.4K0.0%GrowthMediumZurich, Switzerland2026-10-29
Highline Wealth Partners LLC
74$15.2K0.0%ETFMediumSherman Oaks, CA2026-10-19
Asset Dedication, LLC
69$14.1K0.0%ETFLowSan Francisco, CA2026-11-03
Arlington Trust Co LLC
60$12.3K0.0%ETFMediumBirmingham, AL2026-10-20
Planning Strategies Inc.
56$11.5K0.0%ETFN/ALancaster, PA2026-10-02
Ascentis Independent Advisors
51$10.5K0.0%ETFLowDallas, TX2026-11-03
Key FInancial Inc
50$10.2K0.0%ETFLowWest Chester, PA2026-11-02
Goodman Advisory Group, LLC
49$10.0K0.0%GrowthHighNeedham, MA2026-11-02
Burkett Financial Services, LLC
46$9.4K0.0%ETFLowRock Hill, SC2026-10-01
Physician Wealth Advisors, Inc.
44$9.0K0.0%ETFMediumMidvale, UT2026-10-20
Avion Wealth
42$80.0%ETFLowThe Woodlands, TX2026-11-04
Pension & Wealth Management Advisors, Inc.
38$7.8K0.0%ETFLowWaltham, MA2026-10-16
Farmers & Merchants Investments Inc
38$7.8K0.0%CoreVery LowLincoln, NE2026-10-22
TrinityBridge Ltd
36$70.0%MomentumMediumLondon, United Kingdom2026-10-30
First Horizon Corp
35$7.2K0.0%CoreLowMemphis, TN2026-10-26
WPG Advisers, LLC
34$7.0K0.0%CoreLowBaltimore, MD2026-10-27
Private Trust Co NA
32$6.6K0.0%CoreLowCleveland, OH2026-10-20
Smallwood Wealth Investment Management, LLC
32$6.6K0.0%ETFVery LowRed Bank, NJ2026-10-30
Birchbrook, Inc.
30$6.2K0.0%ETFLowBangor, ME2026-10-14
Balance Wealth Partners LLC
28$5.8K0.0%ETFMediumWorthington, OH2026-10-27
Rachor Investment Advisory Services, LLC
25$5.1K0.0%ETFVery LowLinden, MI2026-10-29
Harbor Capital Advisors, Inc.
25$50.0%ValueHighChicago, IL2026-10-22
Heritage Family Offices, LLP
25$5.1K0.0%GrowthHighScottsdale, AZ2026-11-02
Downshift Financial, LLC
22$4.5K0.0%ETFLowBoulder, CO2026-10-13
Manchester Capital Management LLC
19$3.9K0.0%CoreLowManchester, VT2026-10-22
Cromwell Holdings LLC
18$3.7K0.0%IndexLowJackson, WY2026-10-28
Fortitude Family Office, LLC
18$3.7K0.0%ETFMediumScottsdale, AZ2026-10-14
Grove Bank & Trust
17$3.5K0.0%ETFLowMiami, FL2026-10-08
CoreCap Advisors, LLC
17$3.5K0.0%ETFMediumSouthfield, MI2026-10-08
Lanark Financial, Inc.
17$3.5K0.0%CoreMediumBirmingham, AL2026-10-26
TD Private Client Wealth LLC
17$3.5K0.0%ETFLowNew York, NY2026-10-28
North Star Investment Management Corp.
16$3.3K0.0%CoreLowChicago, IL2026-10-27
Tounjian Advisory Partners, LLC
16$3.3K0.0%GrowthHighFort Myers, FL2026-11-04
Concord Wealth Partners
16$3.3K0.0%GrowthLowAbingdon, VA2026-11-02
Cape Investment Advisory, Inc.
16$3.3K0.0%ETFLowMcdonough, GA2026-10-13
Triumph Capital Management
13$2.7K0.0%ETFMediumDenver, CO2026-10-14
Jnba Financial Advisors
13$2.7K0.0%ETFMediumBloomington, MN2026-11-03
Spire Wealth Management
12$2.5K0.0%GrowthMediumMclean, VA2026-10-30
MV Capital Management, Inc.
11$2.3K0.0%ETFLowBethesda, MD2026-10-29
Evolution Wealth Management Inc.
10$2.1K0.0%ETFMediumFort Myers, FL2026-10-28
Capital Advisors, Ltd. LLC
10$20.0%ETFLowShaker Heights, OH2026-10-27
Ascentis Wealth Management, LLC
10$2.0K0.0%Agg GrowthLowDallas, TX2026-11-03
Fairscale Capital, LLC
10$2.3K0.0%GrowthVery LowNashua, NH2026-11-04
Bare Financial Services, Inc
9$1.8K0.0%ETFVery LowGap, PA2026-11-04
Burk Holdings LLC
9$1.8K0.0%ETFVery LowTulsa, OK2026-11-05
Proathlete Wealth Management LLC
9$1.8K0.0%ETFVery LowBoca Raton, FL2026-10-15
Marquette Asset Management, LLC
8$1.6K0.0%ETFVery LowMinneapolis, MN2026-10-09
Investment Research & Advisory Group, Inc.
8$1.6K0.0%GrowthVery LowAtlanta, GA2026-10-19
Hughes Financial Services, LLC
7$1.7K0.0%ETFLowHerndon, VA2026-10-30
Abound Wealth Management
7$1.4K0.0%ETFVery LowFranklin, TN2026-10-26
First United Bank & Trust
7$1.4K0.0%CoreLowOakland, MD2026-10-22
Cassaday & Co Wealth Management LLC
7$1.4K0.0%ETFVery LowMclean, VA2026-10-27
Peterson Wealth Services
6$1.2K0.0%GrowthHighSouth Ogden, UT2026-10-26
Center for Financial Planning, Inc.
5$1.0K0.0%ETFLowSouthfied, MI2026-10-26
Valley National Advisers Inc
5$1.0K0.0%ETFLowBethlehem, PA2026-10-23
Compass Financial Management LLC
5$1.0K0.0%CoreN/ATampa, FL2026-10-30
Elevated Capital Advisors, LLC
4$8200.0%ETFMediumSandy, UT2026-11-04
Albion Financial Group
4$7610.0%GrowthLowSalt Lake City, UT2026-10-21
Strengthening Families & Communities, LLC
4$8200.0%CoreMediumBoston, MA2026-10-21
UMB Private Wealth Management, LLC
4$8200.0%GrowthN/AKansas City, MO2026-10-19
Next Level Wealth Planning, LLC
3$6150.0%ETFVery LowMeridian, ID2026-10-29
Fjarde Ap-Fonden TH Swedish National Pension Fund
3$6150.0%GrowthLowStockholm, Sweden2026-10-15
GoalVest Advisory LLC
3$6150.0%ETFMediumNew York, NY2026-10-02
Lloyd Advisory Services, Llc.
2$4100.0%ETFVery HighSuwanee, GA2026-11-02
Trust Co of Vermont
2$4100.0%CoreVery LowBrattleboro, VT2026-10-21
Foresight Capital Management Advisors, Inc.
1$2050.0%CoreMediumSaline, MI2026-10-27
Clark Wealth Partners
1$2050.0%ETFVery LowO'Fallon, IL2026-10-19
Buck Wealth Strategies, LLC
1$2050.0%ValueMediumDenver, CO2026-10-28