Public record / Tickers / HUBS

HUBS — HUBSPOT INC

Both disclosure regimes on one name: who in Congress filed about HUBS, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
19
all PTR rows naming HUBS
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
12-29
filed 2025-12-29
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Josh Gottheimer · $1.0K–$15.0K

Sale · traded 2025-11-19 → filed 2025-12-29. Ranked over every HUBS row by the provable lower bound, never a point estimate.

1 member · 0 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

3 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HUBS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HUBS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-12-29Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 11-19 +40d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 03-28 LATE·138d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 02-21 LATE·173d$1K–$15K
2024-08-15Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 07-01 +45d$1K–$15K
2023-07-11Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 06-22 +19d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 19 ↗

Members active in HUBS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing HUBS in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Josh Gottheimer D–NJ-51−$15.0K to −$1.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · HUBS

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $6.2M held
Trimming
1 Bridgewater Associates $370K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · HUBSPOT INC

Merged timeline of congressional filings and notable-manager moves on HUBS
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+23,570 sh
2026-05-15Bridgewater Associates 13Ftrim−64,124 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of HUBS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.0B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$698M1
3VANGUARD CAPITAL MANAGEMENT LLC$554M1
4Pictet Asset Management Holding SA$534M1
5FMR LLC$427M1
6AQR CAPITAL MANAGEMENT LLC$397M1
7TWO SIGMA INVESTMENTS, LP$328M1
8MORGAN STANLEY$309M1
9STATE STREET CORP$305M1
10GEODE CAPITAL MANAGEMENT, LLC$244M1
11Capital World Investors$234M1
12ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$221M1
13MILLENNIUM MANAGEMENT LLC$220M1
14Amundi$143M1
15JANE STREET GROUP, LLC$135M1
16Alyeska Investment Group, L.P.$130M1
17UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$129M1
18WELLINGTON MANAGEMENT GROUP LLP$124M1
19UBS Group AG$110M1
20Legal & General Group Plc$104M1
21NORTHERN TRUST CORP$91.4M1
22FEDERATED HERMES, INC.$89.4M1
23Man Group plc$88.2M1
24Qube Research & Technologies Ltd$86.5M1
25EDMOND DE ROTHSCHILD HOLDING S.A.$86.1M1
26VANGUARD FIDUCIARY TRUST CO$81.1M1
27FIRST TRUST ADVISORS LP$77.1M1
28Spyglass Capital Management LLC$76.6M1
29BANK OF AMERICA CORP /DE/$75.7M1
30Connor, Clark & Lunn Investment Management Ltd.$74.1M1
31CHARLES SCHWAB INVESTMENT MANAGEMENT INC$71.5M1
32SUSQUEHANNA INTERNATIONAL GROUP, LLP$69.6M1
33WORLDQUANT MILLENNIUM ADVISORS LLC$64.9M1
34Bank of New York Mellon Corp$62.7M1
35WESTFIELD CAPITAL MANAGEMENT CO LP$56.9M1
36Atreides Management, LP$56.7M1
37Squarepoint Ops LLC$55.3M1
38MASSACHUSETTS FINANCIAL SERVICES CO /MA/$53.6M1
39Nuveen, LLC$52.5M1
40Fiera Capital Corp$50.6M1
41AMERICAN CENTURY COMPANIES INC$47.4M1
42Invesco Ltd.$45.2M1
43ROYAL BANK OF CANADA$43.7M1
44RENAISSANCE TECHNOLOGIES LLC$41.4M1
45Robeco Institutional Asset Management B.V.$41.0M1
46GILDER GAGNON HOWE & CO LLC$39.5M1
47BANK OF MONTREAL /CAN/$38.2M1
48VOLORIDGE INVESTMENT MANAGEMENT, LLC$37.6M1
49ADAGE CAPITAL PARTNERS GP, L.L.C.$36.6M1
50Swiss National Bank$35.6M1
51Walleye Capital LLC$35.4M1
52CANADA PENSION PLAN INVESTMENT BOARD$34.7M1
53RDST Capital LLC$34.5M1
54DEUTSCHE BANK AG\$33.4M1
55ARMISTICE CAPITAL, LLC$31.4M1
56Ardmore Road Asset Management LP$30.7M1
57Sumitomo Mitsui Trust Group, Inc.$29.2M1
58CITADEL ADVISORS LLC$28.9M1
59STATE OF MICHIGAN RETIREMENT SYSTEM$26.0M1
60Vinva Investment Management Ltd$24.8M1
61Quantinno Capital Management LP$24.1M1
62Assenagon Asset Management S.A.$23.5M1
63DIMENSIONAL FUND ADVISORS LP$23.3M1
64VANGUARD ASSET MANAGEMENT, Ltd$21.2M1
65EVENTIDE ASSET MANAGEMENT, LLC$20.2M1
66BNP Paribas Asset Management Holding S.A.$19.6M1
67Jain Global LLC$19.3M1
68AMERIPRISE FINANCIAL INC$18.4M1
69Danica Pension, Livsforsikringsaktieselskab$17.1M1
70STIFEL FINANCIAL CORP$17.1M1
71VICTORY CAPITAL MANAGEMENT INC$16.6M1
72CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$16.4M1
73CIBC Bancorp USA Inc.$16.4M1
74Y-Intercept (Hong Kong) Ltd$15.5M1
75NEW YORK STATE COMMON RETIREMENT FUND$15.4M1
76ALLIANCEBERNSTEIN L.P.$15.2M1
77Korea Investment CORP$14.6M1
78CITIGROUP INC$14.4M1
79Quadrature Capital Ltd$13.9M1
80Verition Fund Management LLC$13.7M1
81Mitsubishi UFJ Asset Management Co., Ltd.$13.6M1
82BARCLAYS PLC$12.2M1
83D. E. Shaw & Co., Inc.$12.2M1
84IEQ CAPITAL, LLC$11.9M1
85STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$11.7M1
86AVIVA PLC$11.6M1
87HSBC HOLDINGS PLC$11.3M1
88TORONTO DOMINION BANK$10.7M1
89Cerity Partners LLC$10.7M1
90Engineers Gate Manager LP$10.6M1
91Boston Partners$10.4M1
92PFA Pension, Forsikringsaktieselskab$10.2M1
93Aberdeen Group plc$10.1M1
94Trexquant Investment LP$9.9M1
95CWM, LLC$9.8M1
96Ensign Peak Advisors, Inc$9.0M1
97Creative Planning$8.7M1
98SEI INVESTMENTS CO$8.7M1
99Mariner, LLC$8.6M1
100WELLS FARGO & COMPANY/MN$8.3M1
101Universal- Beteiligungs- und Servicegesellschaft mbH$8.3M1
102FRANKLIN RESOURCES INC$7.9M1
103RAYMOND JAMES FINANCIAL INC$7.7M1
104BANK OF NOVA SCOTIA$7.7M1
105TD ASSET MANAGEMENT INC$7.6M1
106Empire Life Investments Inc.$7.6M1
107ROYAL LONDON ASSET MANAGEMENT LTD$7.6M1
108Maytus Capital Management, LLC$7.4M1
109Schonfeld Strategic Advisors LLC$7.4M1
110OMERS ADMINISTRATION Corp$7.2M1
111Ballentine Partners, LLC$7.1M1
112Groupe la Francaise$7.1M1
113MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$7.0M1
114DANSKE BANK A/S$6.8M1
115Zurcher Kantonalbank (Zurich Cantonalbank)$6.6M1
116Mitsubishi UFJ Trust & Banking Corp$6.6M1
117Asset Management One Co., Ltd.$6.5M1
118LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$6.4M1
119Invenomic Capital Management LP$6.4M1
120Swiss Life Asset Management Ltd$6.4M1
121Vanguard Global Advisers, LLC$6.3M1
122STATE OF WISCONSIN INVESTMENT BOARD$6.3M1
123APG Asset Management N.V.$6.3M1
124Gotham Asset Management, LLC$6.2M1
125Claro Advisors Inc.$6.1M1
126SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$6.1M1
127Vanguard Investments Australia, Ltd.$6.1M1
128NORDEA INVESTMENT MANAGEMENT AB$6.0M1
129CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$5.9M1
130Atom Investors LP$5.9M1
131Tredje AP-fonden$5.5M1
132ENVESTNET ASSET MANAGEMENT INC$5.4M1
133FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$5.3M1
134Curi Capital, LLC$5.0M1
135Focus Partners Wealth$5.0M1
136LPL Financial LLC$4.9M1
137BW Gestao de Investimentos Ltda.$4.9M1
138FORA Capital, LLC$4.9M1
139Candriam S.C.A.$4.8M1
140WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.7M1
141KLP KAPITALFORVALTNING AS$4.7M1
142FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$4.7M1
143PEAK6 LLC$4.4M1
144Vident Advisory, LLC$4.2M1
145State of New Jersey Common Pension Fund D$4.1M1
146EXCHANGE TRADED CONCEPTS, LLC$4.1M1
147NOMURA ASSET MANAGEMENT CO LTD$4.1M1
148VOYA INVESTMENT MANAGEMENT LLC$4.0M1
149MERCER GLOBAL ADVISORS INC /ADV$4.0M1
150Lansforsakringar Fondforvaltning AB (publ)$4.0M1
151KR Capital LP$4.0M1
152XTX Topco Ltd$3.9M1
153Vanguard Personalized Indexing Management, LLC$3.9M1
154SEB Asset Management AB$3.9M1
155Osmosis Investment Management UK Ltd$3.8M1
156Generali Investments Towarzystwo Funduszy Inwestycyjnych$3.6M1
157PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$3.6M1
158Brevan Howard Capital Management LP$3.6M1
159Resona Asset Management Co.,Ltd.$3.6M1
160Daiwa Securities Group Inc.$3.6M1
161Eurizon Capital SGR S.p.A.$3.5M1
162Illinois Municipal Retirement Fund$3.5M1
163BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$3.4M1
164Holocene Advisors, LP$3.3M1
165Arizona State Retirement System$3.3M1
166AXQ CAPITAL, LP$3.1M1
167COMMONWEALTH EQUITY SERVICES, LLC$3.1M1
168Federation des caisses Desjardins du Quebec$3.0M1
169OCCUDO QUANTITATIVE STRATEGIES LP$3.0M1
170XPONANCE LLC$2.9M1
171National Pension Service$2.9M1
172IFM Investors Pty Ltd$2.9M1
173Aware Super Pty Ltd as trustee of Aware Super$2.8M1
174Silvant Capital Management LLC$2.8M1
175Alphadyne Asset Management LP$2.8M1
176MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.7M1
177Capula Management Ltd$2.7M1
178DnB Asset Management AS$2.7M1
179Allianz Asset Management GmbH$2.5M1
180USS Investment Management Ltd$2.5M1
181Sequoia Financial Advisors, LLC$2.5M1
182Mediolanum International Funds Ltd$2.4M1
183Linden Thomas Advisory Services, LLC$2.3M1
184Oak Thistle LLC$2.2M1
185BAILARD, INC.$2.2M1
186Walleye Trading LLC$2.1M1
187SCHRODER INVESTMENT MANAGEMENT GROUP$2.1M1
188Tejara Capital Ltd$2.1M1
189Clearbridge Investments, LLC$2.0M1
190Utah Retirement Systems$2.0M1
191NICOLET BANKSHARES INC$2.0M1
192Jefferies Financial Group Inc.$2.0M1
193OSAIC HOLDINGS, INC.$1.9M1
194ABN AMRO INVESTMENT SOLUTIONS$1.8M1
195MACQUARIE GROUP LTD$1.7M1
196FOX RUN MANAGEMENT, L.L.C.$1.7M1
197Summit Trail Advisors, LLC$1.7M1
198Diversified Trust Co$1.7M1
199BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.7M1
200OP Asset Management Ltd$1.6M1
201Pathstone Holdings, LLC$1.6M1
202Roundview Capital LLC$1.6M1
203MML INVESTORS SERVICES, LLC$1.6M1
204NISSAY ASSET MANAGEMENT CORP /JAPAN$1.6M1
205High Net Worth Advisory Group LLC$1.6M1
206LAVELLE CAPITAL LP$1.6M1
207Investment Management Corp of Ontario$1.5M1
208NewEdge Advisors, LLC$1.5M1
209Cetera Investment Advisers$1.5M1
210NANO CAP NEW MILLENNIUM GROWTH FUND L P$1.5M1
211LGT Group Foundation$1.4M1
212Janus Henderson Group Ltd.$1.4M1
213Vontobel Holding Ltd.$1.4M1
214OPPENHEIMER ASSET MANAGEMENT INC.$1.4M1
215Knollwood Investment Advisory, LLC$1.4M1
216BROWN ADVISORY INC$1.4M1
217ASSETMARK, INC$1.4M1
218MACKENZIE FINANCIAL CORP$1.4M1
219Tidal Investments LLC$1.4M1
220Merit Financial Group, LLC$1.3M1
221LGT Fund Management Co Ltd.$1.3M1
222Rockefeller Capital Management L.P.$1.3M1
223Weiss Asset Management LP$1.3M1
224Mayflower Financial Advisors, LLC$1.2M1
225CREDIT AGRICOLE S A$1.2M1
226Sumitomo Mitsui DS Asset Management Company, Ltd$1.2M1
227Numerai GP LLC$1.2M1
228WBI INVESTMENTS, LLC$1.2M1
229Swedbank AB$1.2M1
230AlphaCore Capital LLC$1.2M1
231Andra AP-fonden$1.2M1
232AZZAD ASSET MANAGEMENT INC /ADV$1.2M1
233Corient Private Wealth LLC$1.1M1
234Addison Capital Co$1.1M1
235Intellectus Partners, LLC$1.1M1
236NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.1M1
237Aristotle Atlantic Partners, LLC$1.1M1
238Belpointe Asset Management LLC$1.1M1
239Fortis Capital Advisors, LLC$1.1M1
240WCM INVESTMENT MANAGEMENT, LLC$1.1M1
241LAZARD ASSET MANAGEMENT LLC$1.1M1
242QUADRANT CAPITAL GROUP LLC$1.0M1
243ASR Vermogensbeheer N.V.$987K1
244CastleKnight Management LP$976K1
245Empowered Funds, LLC$961K1
246Quantum Private Wealth, LLC$961K1
247Avanza Fonder AB$934K1
248M&T BANK CORP$917K1
249HighTower Advisors, LLC$912K1
250FIFTH THIRD BANCORP$892K1
251Circle Wealth Management, LLC$886K1
252PICTON MAHONEY ASSET MANAGEMENT$885K1
253INCEPTIONR LLC$875K1
254GUGGENHEIM CAPITAL LLC$865K1
255FACTORY MUTUAL INSURANCE CO$854K1
256Woodline Partners LP$844K1
257TRUIST FINANCIAL CORP$842K1
258Blackstone Inc.$810K1
259Orion Porfolio Solutions, LLC$809K1
260AIGEN INVESTMENT MANAGEMENT, LP$806K1
261STOREBRAND ASSET MANAGEMENT AS$797K1
2621776 Wealth LLC$790K1
263Bridgefront Capital, LLC$782K1
264UNITED CAPITAL FINANCIAL ADVISORS, LLC$767K1
265MetLife Investment Management, LLC$764K1
266COLDSTREAM CAPITAL MANAGEMENT INC$764K1
267Focus Partners Advisor Solutions, LLC$763K1
268PRELUDE CAPITAL MANAGEMENT, LLC$758K1
269Leonteq Securities AG$741K1
270B. Metzler seel. Sohn & Co. AG$740K1
271FORMULA GROWTH LTD$732K1
272Broderick Brian C$732K1
273US BANCORP \DE\$727K1
274SAXON INTERESTS, INC.$727K1
275OFI INVEST ASSET MANAGEMENT$719K1
276Prospera Financial Services Inc$719K1
277MARTINGALE ASSET MANAGEMENT L P$708K1
278ODDO BHF ASSET MANAGEMENT SAS$704K1
279Apollon Wealth Management, LLC$687K1
280Tower Research Capital LLC (TRC)$682K1
281PANAGORA ASSET MANAGEMENT INC$679K1
282Atria Investments, Inc$670K1
283TOKIO MARINE ASSET MANAGEMENT CO LTD$668K1
284HB Wealth Management, LLC$663K1
285Wealthfront Advisers LLC$662K1
286Headlands Technologies LLC$656K1
287Magnetar Financial LLC$654K1
288TWIN FOCUS CAPITAL PARTNERS, LLC$651K1
289Sivia Capital Partners, LLC$649K1
290Cresset Asset Management, LLC$643K1
291Plato Investment Management Ltd$632K1
292Family Investment Center, Inc.$610K1
293Maryland State Retirement & Pension System$603K1
294WASHINGTON CAPITAL MANAGEMENT, INC$600K1
295Blueshift Asset Management, LLC$600K1
296CIBC Asset Management Inc$596K1
297IMC-Chicago, LLC$580K1
298O'SHAUGHNESSY ASSET MANAGEMENT, LLC$569K1
299Ethic Inc.$569K1
300PRINCIPAL FINANCIAL GROUP INC$561K1
301BOOTHBAY FUND MANAGEMENT, LLC$555K1
302Polymer Capital Management (US) LLC$545K1
303EVERGREEN CAPITAL MANAGEMENT LLC$543K1
304Mirae Asset Global Investments Co., Ltd.$539K1
305Chicago Partners Investment Group LLC$537K1
306Metis Global Partners, LLC$529K1
307E. Ohman J:or Asset Management AB$527K1
308Havemeyer Place LP$520K1
309SAX WEALTH ADVISORS, LLC$511K1
310INTECH INVESTMENT MANAGEMENT LLC$507K1
311NorthCrest Asset Manangement, LLC$485K1
312EVOLVE PRIVATE WEALTH, LLC$476K1
313Kintegral Advisory, LLC$475K1
314MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$467K1
315MAI Capital Management$459K1
316ALPS ADVISORS INC$456K1
317GROUP ONE TRADING LLC$455K1
318Saudi Central Bank$448K1
319SIGNATUREFD, LLC$446K1
320Graham Capital Management, L.P.$445K1
321Bull Harbor Capital LLC$444K1
322Brookstone Capital Management$444K1
323denkapparat Operations GmbH$439K1
324Composition Wealth, LLC$439K1
325Perpetual Ltd$437K1
326KORNITZER CAPITAL MANAGEMENT INC /KS$433K1
327Snowden Capital Advisors LLC$428K1
328Banque Cantonale Vaudoise$424K1
329PROFUND ADVISORS LLC$413K1
330Pallas Capital Advisors LLC$413K1
331CHOREO, LLC$411K1
332Blue Trust, Inc.$408K1
333Rothschild Wealth LLC$405K1
334Qsemble Capital Management, LP$404K1
335FLAGSHIP HARBOR ADVISORS, LLC$403K1
336D.A. DAVIDSON & CO.$386K1
337CAPSTONE INVESTMENT ADVISORS, LLC$384K1
338Regal Investment Advisors LLC$382K1
339MIRABELLA FINANCIAL SERVICES LLP$380K1
340Bridgewater Associates, LP$370K1
341Kestra Advisory Services, LLC$366K1
342North Dakota State Investment Board$363K1
343Ridgewood Investments LLC$360K1
344Rafferty Asset Management, LLC$356K1
345Qtron Investments LLC$355K1
346CITIZENS FINANCIAL GROUP INC/RI$354K1
347Bluebird Wealth Management LLC$354K1
348Baker Avenue Asset Management, LP$352K1
349Farringdon Capital, Ltd.$351K1
350WESTPAC BANKING CORP$345K1
351CHIRON CAPITAL MANAGEMENT, LLC$342K1
352Waverly Advisors, LLC$341K1
353VIRTUS ADVISERS, LLC$337K1
354Machina Capital S.A.S.$336K1
355GUERRA PAN ADVISORS, LLC$335K1
356MONETA GROUP INVESTMENT ADVISORS LLC$334K1
357Meeder Advisory Services, Inc.$322K1
358Peterson Wealth Services$321K1
359Allworth Financial LP$320K1
360Archer Investment Corp$318K1
361Steward Partners Investment Advisory, LLC$317K1
362Equitable Holdings, Inc.$315K1
363Provident Living Financial Services, Inc.$306K1
364Miller Financial Services LLC$304K1
365EP Wealth Advisors, LLC$300K1
366KRAEMATON INVESTMENT ADVISORS, INC$300K1
367DAYMARK WEALTH PARTNERS, LLC$296K1
368ELEVATION POINT WEALTH PARTNERS, LLC$293K1
369SCS Capital Management LLC$291K1
370Optimize Financial Inc$289K1
371PRUDENTIAL FINANCIAL INC$287K1
372Avior Wealth Management, LLC$284K1
373EMERALD ADVISERS, LLC$281K1
374Sanctuary Advisors, LLC$279K1
375OPPENHEIMER & CO INC$279K1
376GC Wealth Management RIA, LLC$278K1
377WINCAP FINANCIAL LLC$272K1
378Laird Norton Wetherby Trust Company, LLC$268K1
379NEW YORK LIFE INVESTMENT MANAGEMENT LLC$267K1
380NATIONAL BANK OF CANADA /FI/$264K1
381Wealthspire Advisors, LLC$262K1
382Evanson Asset Management, LLC$260K1
383COMMERCE BANK$259K1
384nVerses Capital, LLC$253K1
385Values First Advisors, Inc.$250K1
386AE Wealth Management LLC$248K1
387Savant Capital, LLC$247K1
388INSPIRION WEALTH ADVISORS, LLC$244K1
389Chung Wu Investment Group, LLC$244K1
390Dorsey & Whitney Trust CO LLC$241K1
391May Hill Capital, LLC$240K1
392Krilogy Financial LLC$235K1
393WADDELL & ASSOCIATES, LLC$232K1
394Frec Markets, Inc.$231K1
395ARMSTRONG ADVISORY GROUP, INC$230K1
396Legacy Advisors, LLC$228K1
397PRUDENTIAL PLC$227K1
398Vise Technologies, Inc.$224K1
399FULTON BANK, N.A.$223K1
400Vestmark Advisory Solutions, Inc.$223K1
401111 Capital$222K1
402UniSuper Management Pty Ltd$220K1
403Allspring Global Investments Holdings, LLC$218K1
404EARNED WEALTH ADVISORS, LLC$215K1
405NISA INVESTMENT ADVISORS, LLC$213K1
406Family Manage LLC$210K1
407MOODY NATIONAL BANK TRUST DIVISION$207K1
408PRINCETON CAPITAL MANAGEMENT LLC$204K1
409Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$203K1
410Bayforest Capital Ltd$189K1
411ARCADIA INVESTMENT MANAGEMENT CORP/MI$171K1
412Siemens Fonds Invest GmbH$168K1
413Smartleaf Asset Management LLC$168K1
414Caitong International Asset Management Co., Ltd$161K1
415Avalon Trust Co$156K1
416Rakuten Securities, Inc.$136K1
417ACADIAN ASSET MANAGEMENT LLC$107K1
418Basecamp Wealth Advisors LLC$106K1
419Arax Advisory Partners$104K1
420FIL Ltd$89.3K1
421Sterling Capital Management LLC$89.1K1
422Westfuller Advisors, LLC$84.7K1
423HHM Wealth Advisors, LLC$83.7K1
424Quarry LP$79.8K1
4251620 INVESTMENT ADVISORS, INC.$79.3K1
426OSLO PENSJONSFORSIKRING AS$74.2K1
427DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$71.0K1
428Larson Financial Group LLC$64.2K1
429CVA Family Office, LLC$59.8K1
430SBI Securities Co., Ltd.$57.6K1
431Clearstead Advisors, LLC$57.4K1
432Intentional Wealth Strategies, LLC$49.1K1
433True Wealth Design, LLC$47.6K1
434Parkside Financial Bank & Trust$47.1K1
435TFC Financial Management, Inc.$45.4K1
436Atlantic Union Bankshares Corp$42.0K1
437SALEM INVESTMENT COUNSELORS INC$36.6K1
438EASTERN BANK$36.6K1
439Westside Investment Management, Inc.$36.0K1
440MATHER GROUP, LLC.$34.3K1
441SFAM, LLC$33.9K1
442Provenance Wealth Advisors, LLC$28.1K1
443Pinnacle Wealth Planning Services, Inc.$27.8K1
444Asset Dedication, LLC$26.1K1
445Aster Capital Management (DIFC) Ltd$24.0K1
446TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$23.2K1
447Salomon & Ludwin, LLC$22.5K1
448VEGA INVESTMENT SOLUTIONS$20.7K1
449S-Bank Fund Management Ltd$20.3K1
450Bank Julius Baer & Co. Ltd, Zurich$18.3K1
451SJS Investment Consulting Inc.$18.1K1
452TD Waterhouse Canada Inc.$16.0K1
453Physician Wealth Advisors, Inc.$15.6K1
454Acumen Wealth Advisors, LLC$15.6K1
455ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$15.4K1
456Activest Wealth Management$14.6K1
457Arlington Trust Co LLC$14.6K1
458UMB Bank, n.a.$13.4K1
459Owl Creek Wealth Partners LLC$13.4K1
460Private Wealth Management Group, LLC$12.9K1
461ELEVATION WEALTH PARTNERS, LLC$12.7K1
462Addison Advisors LLC$12.5K1
463HRT FINANCIAL LP$12.4K1
464Key FInancial Inc$12.2K1
465Godfrey Financial Associates, Inc.$12.2K1
466CANADA LIFE ASSURANCE Co$11.3K1
467Marquette Asset Management, LLC$11.0K1
468Bank of New Hampshire$11.0K1
469JPL Wealth Management, LLC$10.7K1
470Transamerica Financial Advisors, LLC$10.5K1
471N.E.W. Advisory Services LLC$10.0K1
472BARTLETT & CO. WEALTH MANAGEMENT LLC$9.9K1
473MCF Advisors LLC$9.8K1
474SHP Wealth Management$9.7K1
475Rachor Investment Advisory Services, LLC$9.5K1
476TD Capital Management LLC$9.3K1
477Ilmarinen Mutual Pension Insurance Co$8.6K1
478Truvestments Capital LLC$8.5K1
479Bell Investment Advisors, Inc$8.5K1
480EFG International AG$8.3K1
481Osbon Capital Management LLC$7.9K1
482Manchester Capital Management LLC$7.8K1
483INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$7.8K1
484Ameritas Investment Partners, Inc.$7.3K1
485NFSG Corp$7.3K1
486BIRCHBROOK, INC.$7.3K1
487Ancora Advisors LLC$7.1K1
488Tower View Wealth Management LLC$6.6K1
489Private Wealth Asset Management, LLC$5.9K1
490ALLIANZ SE$5.6K1
491Sachetta, LLC$5.4K1
492WPG Advisers, LLC$5.4K1
493Keating Financial Advisory Services, Inc.$5.4K1
494Treasurer of the State of North Carolina$5.3K1
495SouthState Bank Corp$5.1K1
496MV CAPITAL MANAGEMENT, INC.$5.1K1
497Mn Services Vermogensbeheer B.V.$4.6K1
498Grove Bank & Trust$4.2K1
499Evelyn Partners Asset Management Ltd$3.9K1
500DekaBank Deutsche Girozentrale$3.7K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)0 buy / 1 sell
Congress net ($ bound)−$15.0K to −$1.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on HUBS

RETAINED WINDOW · ACTIVE HITS

Zero hits on HUBS in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for HUBS · financials and macro

Financials — as filed PLANNED

HUBS's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: HUBS on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing