Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
We are live on
!
Find out more
HubSpot
HUBS
Market cap
$12B
Overview
Fund Trends
Fund Holders
240.46
USD
+0.45
0.19%
At close
Updated
Aug 24, 12:42 PM EDT
Pre-market
After hours
1D
5D
1M
3M
6M
YTD
1Y
5Y
10Y
1 day
0.19%
5 days
9.55%
1 month
17.36%
3 months
21.45%
6 months
3.38%
Year to date
-37.09%
1 year
-48.61%
5 years
-64.25%
10 years
330.7%
2026 Q2
2026 Q1
2025 Q4
2025 Q3
2025 Q2
2025 Q1
2024 Q4
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
2019 Q3
2019 Q2
2019 Q1
2018 Q4
2018 Q3
2018 Q2
2018 Q1
2017 Q4
2017 Q3
2017 Q2
2017 Q1
2016 Q4
2016 Q3
2016 Q2
2016 Q1
2015 Q4
2015 Q3
2015 Q2
2015 Q1
2014 Q4
Trade Type
New
Increased
Maintained
Reduced
Closed
Fund AUM
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Portfolio Turnover
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
Clear
#
Name
Holding
Trade Value
Shares
Change
Change in
Stake
576
NC
576
nVerses Capital
Wellington,
Florida
$125K
+$120K
+200
New
577
MG
577
Mather Group
Chicago,
Illinois
$125K
+$129K
+215
New
578
AIM
578
Acropolis Investment Management
St. Louis,
Missouri
$125K
–
–
–
579
FAM
579
Formidable Asset Management
Cincinnati,
Ohio
$122K
+$117K
+194
New
580
SIC
580
Salem Investment Counselors
Winston Salem,
North Carolina
$118K
-$6.01K
-10
-5%
581
581
National Bank of Canada
Montreal,
Quebec, Canada
$116K
-$257K
-427
-69%
582
TC
582
Truvestments Capital
Sarasota,
Florida
$108K
-$10.2K
-17
-9%
583
AGWCA
583
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
$107K
+$18K
+30
+21%
584
RAM
584
Ramirez Asset Management
New York
$103K
+$99.2K
+165
New
585
HIA
585
Harbor Investment Advisory
Lutherville,
Maryland
$101K
-$601
-1
-0%
586
C
586
Covestor
London,
United Kingdom
$101K
-$166K
-276
-63%
587
ATC
587
Adirondack Trust Company
Saratoga Springs,
New York
$100K
–
–
–
588
588
CI Investments Inc
Toronto,
Ontario, Canada
$98K
+$14.4K
+24
+18%
589
EDRH
589
Edmond de Rothschild Holding
Chambesy,
Switzerland
$96.5K
-$44.5K
-74
-32%
590
KFS
590
Kelly Financial Services
Braintree,
Massachusetts
$96.5K
-$601
-1
-0.6%
591
CT
591
Cambridge Trust
Cambridge,
Massachusetts
$94K
–
–
–
592
IFAM
592
Institutional & Family Asset Management
Fort Collins,
Colorado
$92.7K
-$6.01K
-10
-6%
593
TRCT
593
Tower Research Capital (TRC)
New York
$89.6K
-$427K
-710
-83%
594
QCG
594
Quadrant Capital Group
Cincinnati,
Ohio
$87.1K
+$1.8K
+3
+2%
595
LC
595
Lindbrook Capital
Calabasas,
California
$86.5K
+$12.6K
+21
+18%
596
HCM
596
Hollencrest Capital Management
Newport Beach,
California
$83.3K
+$79.9K
+133
New
597
FWM
597
Focused Wealth Management
Newburgh,
New York
$81.5K
+$78.1K
+130
New
598
HBW
598
Hazlett, Burt & Watson
Wheeling,
West Virginia
$80K
+$21K
+35
+38%
599
GWP
599
Gen-Wealth Partners
Zeeland,
Michigan
$79.6K
+$76.3K
+127
New
600
CFGS
600
Concourse Financial Group Securities
Birmingham,
Alabama
$77.1K
+$7.21K
+12
+11%
1
22
23
24
25
26
32
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close
