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This page summarizes the HUBS holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether HUBS is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
13F Filers Increasing HUBS Share Count |
Massmutual Trust Co. FSB ADV |
4 |
11 |
+7 |
+175.00% |
Retireful LLC |
2,335 |
6,058 |
+3,723 |
+159.44% |
Brown Advisory Inc. |
6,714 |
13,317 |
+6,603 |
+98.35% |
Assenagon Asset Management S.A. |
58,409 |
108,915 |
+50,506 |
+86.47% |
CWM LLC |
693 |
1,243 |
+550 |
+79.37% |
Robeco Institutional Asset Management B.V. |
58,335 |
102,849 |
+44,514 |
+76.31% |
Sunbelt Securities Inc. |
235 |
408 |
+173 |
+73.62% |
SYSTM Wealth Solutions LLC |
50 |
77 |
+27 |
+54.00% |
Private Trust Co. NA |
27 |
37 |
+10 |
+37.04% |
AdvisorNet Financial Inc |
31 |
42 |
+11 |
+35.48% |
Exchange Traded Concepts LLC |
4,111 |
5,533 |
+1,422 |
+34.59% |
Juncture Wealth Strategies LLC |
1,433 |
1,913 |
+480 |
+33.50% |
DekaBank Deutsche Girozentrale |
10,859 |
14,409 |
+3,550 |
+32.69% |
Global Retirement Partners LLC |
41 |
52 |
+11 |
+26.83% |
Founders Financial Securities LLC |
355 |
449 |
+94 |
+26.48% |
Allworth Financial LP |
90 |
113 |
+23 |
+25.56% |
Ballentine Partners LLC |
427 |
519 |
+92 |
+21.55% |
Western Financial Corp CA |
1,324 |
1,594 |
+270 |
+20.39% |
Allspring Global Investments Holdings LLC |
93,614 |
111,175 |
+17,561 |
+18.76% |
Lindbrook Capital LLC |
117 |
138 |
+21 |
+17.95% |
Valley National Advisers Inc. |
83 |
97 |
+14 |
+16.87% |
Cambridge Investment Research Advisors Inc. |
4,630 |
5,348 |
+718 |
+15.51% |
GAMMA Investing LLC |
105 |
120 |
+15 |
+14.29% |
Stratos Wealth Partners LTD. |
492 |
562 |
+70 |
+14.23% |
Fulton Bank N.A. |
756 |
845 |
+89 |
+11.77% |
Veriti Management LLC |
1,394 |
1,546 |
+152 |
+10.90% |
Yousif Capital Management LLC |
564 |
625 |
+61 |
+10.82% |
Wealthfront Advisers LLC |
7,057 |
7,761 |
+704 |
+9.98% |
Catalyst Financial Partners LLC |
460 |
504 |
+44 |
+9.57% |
Chicago Partners Investment Group LLC |
3,220 |
3,512 |
+292 |
+9.07% |
Spire Wealth Management |
1,007 |
1,092 |
+85 |
+8.44% |
Park Avenue Securities LLC |
1,428 |
1,547 |
+119 |
+8.33% |
Wealth Enhancement Advisory Services LLC |
1,736 |
1,859 |
+123 |
+7.09% |
Fjarde AP Fonden Fourth Swedish National Pension Fund |
11,013 |
11,713 |
+700 |
+6.36% |
Eagle Wealth Strategies LLC |
365 |
386 |
+21 |
+5.75% |
Maryland State Retirement & Pension System |
3,486 |
3,637 |
+151 |
+4.33% |
First Affirmative Financial Network |
475 |
493 |
+18 |
+3.79% |
Raymond James Financial Services Advisors Inc. |
21,869 |
22,695 |
+826 |
+3.78% |
Fifth Third Bancorp |
1,177 |
1,210 |
+33 |
+2.80% |
Capital Investment Advisory Services LLC |
402 |
412 |
+10 |
+2.49% |
WCM Investment Management LLC |
1,495 |
1,530 |
+35 |
+2.34% |
Bouvel Investment Partners LLC |
1,754 |
1,793 |
+39 |
+2.22% |
Cigna Investments Inc. New |
488 |
498 |
+10 |
+2.05% |
Avitas Wealth Management LLC |
1,520 |
1,551 |
+31 |
+2.04% |
Dynamic Advisor Solutions LLC |
2,205 |
2,247 |
+42 |
+1.90% |
Valeo Financial Advisors LLC |
824 |
836 |
+12 |
+1.46% |
Slow Capital Inc. |
6,301 |
6,386 |
+85 |
+1.35% |
CVA Family Office LLC |
100 |
101 |
+1 |
+1.00% |
Kovack Advisors Inc. |
1,410 |
1,420 |
+10 |
+0.71% |
Sumitomo Mitsui Trust Holdings Inc. |
125,843 |
126,557 |
+714 |
+0.57% |
Harbour Capital Advisors LLC |
8,344 |
8,354 |
+10 |
+0.12% |
Azzad Asset Management Inc. ADV |
3,236 |
3,238 |
+2 |
+0.06% |
13F Filers Reporting New Positions In HUBS |
DNB Asset Management AS |
0 |
11,148 |
+11,148 |
+100% |
WESPAC Advisors LLC |
0 |
322 |
+322 |
+100% |
Mather Group LLC. |
0 |
215 |
+215 |
+100% |
Riverview Trust Co |
0 |
43 |
+43 |
+100% |
MV Capital Management Inc. |
0 |
3 |
+3 |
+100% |
First PREMIER Bank |
0 |
2 |
+2 |
+100% |
IFM Investors Pty Ltd |
0 |
9,993 |
+9,993 |
+100% |
Bfsg LLC |
0 |
16 |
+16 |
+100% |
Sound Income Strategies LLC |
0 |
11 |
+11 |
+100% |
Strategic Blueprint LLC |
0 |
449 |
+449 |
+100% |
Hexagon Capital Partners LLC |
0 |
8 |
+8 |
+100% |
Fifth Third Wealth Advisors LLC |
0 |
349 |
+349 |
+100% |
Redmont Wealth Advisors LLC |
0 |
10 |
+10 |
+100% |
Simplicity Wealth LLC |
0 |
731 |
+731 |
+100% |
Daymark Wealth Partners LLC |
0 |
321 |
+321 |
+100% |
Tanglewood Legacy Advisors LLC |
0 |
12 |
+12 |
+100% |
Rappaport Reiches Capital Management LLC |
0 |
560 |
+560 |
+100% |
nVerses Capital LLC |
0 |
200 |
+200 |
+100% |
13F Filers With Unchanged Share Count |
CENTRAL TRUST Co |
3 |
3 |
UNCH |
0.00% |
Benedict Financial Advisors Inc. |
515 |
515 |
UNCH |
0.00% |
Toth Financial Advisory Corp |
10 |
10 |
UNCH |
0.00% |
UMB Bank N A MO |
111 |
111 |
UNCH |
0.00% |
Arcadia Investment Management Corp MI |
700 |
700 |
UNCH |
0.00% |
Baldwin Brothers Inc. MA |
610 |
610 |
UNCH |
0.00% |
Adirondack Trust Co. |
160 |
160 |
UNCH |
0.00% |
Acropolis Investment Management LLC |
199 |
199 |
UNCH |
0.00% |
Coastline Trust Co |
575 |
575 |
UNCH |
0.00% |
Legato Capital Management LLC |
3,057 |
3,057 |
UNCH |
0.00% |
Diversified Trust Co |
626 |
626 |
UNCH |
0.00% |
Rocky Mountain Advisers LLC |
21 |
21 |
UNCH |
0.00% |
Alta Advisers Ltd |
100 |
100 |
UNCH |
0.00% |
Westside Investment Management Inc. |
8 |
8 |
UNCH |
0.00% |
Gradient Investments LLC |
2 |
2 |
UNCH |
0.00% |
Livforsakringsbolaget Skandia Omsesidigt |
100 |
100 |
UNCH |
0.00% |
Capital Advisors Ltd. LLC |
16 |
16 |
UNCH |
0.00% |
JJJ Advisors Inc. |
2 |
2 |
UNCH |
0.00% |
Gulf International Bank UK Ltd |
3,897 |
3,897 |
UNCH |
0.00% |
CKW Financial Group |
203 |
203 |
UNCH |
0.00% |
MCF Advisors LLC |
40 |
40 |
UNCH |
0.00% |
Ridgewood Investments LLC |
1,522 |
1,522 |
UNCH |
0.00% |
Bogart Wealth LLC |
8 |
8 |
UNCH |
0.00% |
Carmichael Hill & Associates Inc. |
15 |
15 |
UNCH |
0.00% |
Versant Capital Management Inc |
23 |
23 |
UNCH |
0.00% |
West Branch Capital LLC |
13 |
13 |
UNCH |
0.00% |
Aspire Private Capital LLC |
10 |
10 |
UNCH |
0.00% |
Center for Financial Planning Inc. |
5 |
5 |
UNCH |
0.00% |
Rosenberg Matthew Hamilton |
8 |
8 |
UNCH |
0.00% |
Waypoint Wealth Partners Inc. |
775 |
775 |
UNCH |
0.00% |
Newbridge Financial Services Group Inc. |
30 |
30 |
UNCH |
0.00% |
DGS Capital Management LLC |
1,427 |
1,427 |
UNCH |
0.00% |
Oak Harbor Wealth Partners LLC |
597 |
597 |
UNCH |
0.00% |
High Net Worth Advisory Group LLC |
6,730 |
6,730 |
UNCH |
0.00% |
Armstrong Advisory Group Inc. |
1,492 |
1,492 |
UNCH |
0.00% |
V Square Quantitative Management LLC |
624 |
624 |
UNCH |
0.00% |
Coston McIsaac & Partners |
15 |
15 |
UNCH |
0.00% |
Fortitude Family Office LLC |
16 |
16 |
UNCH |
0.00% |
Stephens Consulting LLC |
5 |
5 |
UNCH |
0.00% |
Park Place Capital Corp |
6 |
6 |
UNCH |
0.00% |
Arlington Trust Co LLC |
14 |
14 |
UNCH |
0.00% |
Jamison Private Wealth Management Inc. |
13 |
13 |
UNCH |
0.00% |
Planning Capital Management Corp |
77 |
77 |
UNCH |
0.00% |
13F Filers Decreasing HUBS Share Count |
K.J. Harrison & Partners Inc |
9,520 |
1,658 |
-7,862 |
-82.58% |
Venturi Wealth Management LLC |
61 |
19 |
-42 |
-68.85% |
Los Angeles Capital Management & Equity Research Inc. |
22,546 |
8,817 |
-13,729 |
-60.89% |
PFS Partners LLC |
122 |
61 |
-61 |
-50.00% |
Perpetual Ltd |
1,616 |
826 |
-790 |
-48.89% |
Amalgamated Bank |
5,940 |
3,189 |
-2,751 |
-46.31% |
Moody National Bank Trust Division |
3,719 |
2,031 |
-1,688 |
-45.39% |
Wasatch Advisors Inc. |
59,248 |
39,479 |
-19,769 |
-33.37% |
Banque Cantonale Vaudoise |
1,949 |
1,337 |
-612 |
-31.40% |
Guinness Atkinson Asset Management Inc |
96 |
66 |
-30 |
-31.25% |
AMF Pensionsforsakring AB |
11,241 |
8,541 |
-2,700 |
-24.02% |
Zurcher Kantonalbank Zurich Cantonalbank |
33,126 |
26,436 |
-6,690 |
-20.20% |
State of Alaska Department of Revenue |
12,075 |
9,780 |
-2,295 |
-19.01% |
Affinity Capital Advisors LLC |
510 |
416 |
-94 |
-18.43% |
Raymond James & Associates |
64,634 |
55,216 |
-9,418 |
-14.57% |
AlphaCentric Advisors LLC |
68 |
60 |
-8 |
-11.76% |
Bank of New York Mellon Corp |
770,364 |
693,801 |
-76,563 |
-9.94% |
Values First Advisors Inc. |
1,427 |
1,289 |
-138 |
-9.67% |
Symmetry Partners LLC |
653 |
608 |
-45 |
-6.89% |
McAdam LLC |
1,613 |
1,509 |
-104 |
-6.45% |
Raymond James Trust N.A. |
592 |
557 |
-35 |
-5.91% |
GraniteShares Advisors LLC |
1,153 |
1,090 |
-63 |
-5.46% |
Peak Financial Management Inc. |
771 |
730 |
-41 |
-5.32% |
Salem Investment Counselors Inc. |
199 |
189 |
-10 |
-5.03% |
Winthrop Advisory Group LLC |
674 |
642 |
-32 |
-4.75% |
Aurum Wealth Management Group LLC |
351 |
335 |
-16 |
-4.56% |
NBC Securities Inc. |
224 |
215 |
-9 |
-4.02% |
Wolff Wiese Magana LLC |
349 |
335 |
-14 |
-4.01% |
Norris Perne & French LLP MI |
35,073 |
33,848 |
-1,225 |
-3.49% |
BluePath Capital Management LLC |
893 |
869 |
-24 |
-2.69% |
First Hawaiian Bank |
1,380 |
1,345 |
-35 |
-2.54% |
Arden Trust Co |
1,935 |
1,886 |
-49 |
-2.53% |
First Horizon Advisors Inc. |
608 |
594 |
-14 |
-2.30% |
Stanley Laman Group Ltd. |
2,537 |
2,484 |
-53 |
-2.09% |
Cherry Creek Investment Advisors Inc. |
656 |
646 |
-10 |
-1.52% |
Stonegate Investment Group LLC |
4,395 |
4,333 |
-62 |
-1.41% |
Gunderson Capital Management Inc. |
2,462 |
2,437 |
-25 |
-1.02% |
Flagship Harbor Advisors LLC |
1,751 |
1,748 |
-3 |
-0.17% |
Albion Financial Group UT |
572 |
571 |
-1 |
-0.17% |
Harbor Investment Advisory LLC |
89,566 |
89,565 |
-1 |
-0.00% |
13F Filers Exiting HUBS |
Everpar Advisors LLC |
477 |
0 |
-477 |
-100.00% |
Global Wealth Strategies & Associates |
25 |
0 |
-25 |
-100.00% |
Level Financial Advisors Inc. |
150 |
0 |
-150 |
-100.00% |
International Assets Investment Management LLC |
78,953 |
0 |
-78,953 |
-100.00% |
Mirador Capital Partners LP |
536 |
0 |
-536 |
-100.00% |
Arlington Partners LLC |
14 |
0 |
-14 |
-100.00% |
See Summary: Institutional Holders of HUBS
See Details: Top 10 Hedge Funds Holding HUBS
Also See: HUBS Insider Buying
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