Public record / Tickers / CUBE

CUBE — CubeSmart†

Both disclosure regimes on one name: who in Congress filed about CUBE, 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
4
all PTR rows naming CUBE
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
09-12
filed 2025-09-12
13F holders
430
top-430 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Ricketts, John P · $50.0K–$100K

SELL · traded 2023-09-21 → filed 2023-10-20. Ranked over every CUBE row by the provable lower bound, never a point estimate.

No member disclosed CUBE in the trailing 12 months

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

Every row filed inside 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

2 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. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CUBE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CUBE
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-09-12Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 08-13 +30d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 08-04 +39d$1K–$15K
2023-10-20Ricketts, John P —SELL SP (spouse-owned)Traded 09-21 +29d$50K–$100K
2023-08-13Daniel S. Goldman D–NY-10SELLTraded 07-12 +32d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 4 ↗

Members active in CUBE

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed CUBE in the trailing 12 months.

Congress ↔ notable managers · CUBE

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

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $7.4M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · CUBESMART

Merged timeline of congressional filings and notable-manager moves on CUBE
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+141,681 sh
2026-05-15Tudor Investment Corp 13FTRIM−67,556 sh
2026-05-15Bridgewater Associates 13FTRIM−13,251 sh
2026-05-14Caxton Associates 13FTRIM−5,230 sh

4 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

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

Top institutional holders of CUBE for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.2B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$712M1
3STATE STREET CORP$410M1
4VANGUARD CAPITAL MANAGEMENT LLC$375M1
5FMR LLC$271M1
6CANADA PENSION PLAN INVESTMENT BOARD$266M1
7GEODE CAPITAL MANAGEMENT, LLC$174M1
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC$132M1
9DIMENSIONAL FUND ADVISORS LP$123M1
10NORTHERN TRUST CORP$122M1
11MILLENNIUM MANAGEMENT LLC$117M1
12Invesco Ltd.$115M1
13CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$113M1
14DUFF & PHELPS INVESTMENT MANAGEMENT CO$100M1
15Alyeska Investment Group, L.P.$89.6M1
16ALLIANCEBERNSTEIN L.P.$88.6M1
17AEW CAPITAL MANAGEMENT L P$77.8M1
18AQR CAPITAL MANAGEMENT LLC$77.1M1
19Bank of New York Mellon Corp$70.2M1
20TWO SIGMA INVESTMENTS, LP$69.7M1
21DIAMOND HILL CAPITAL MANAGEMENT INC$69.3M1
22Nuveen, LLC$67.9M1
23MORGAN STANLEY$62.0M1
24CITADEL ADVISORS LLC$59.2M1
25CENTERSQUARE INVESTMENT MANAGEMENT LLC$58.1M1
26UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$56.3M1
27VANGUARD FIDUCIARY TRUST CO$52.0M1
28UBS Group AG$51.6M1
29BANK OF AMERICA CORP /DE/$48.4M1
30Sumitomo Mitsui Trust Group, Inc.$47.8M1
31Legal & General Group Plc$47.1M1
32HSBC HOLDINGS PLC$45.6M1
33Janus Henderson Group Ltd.$33.8M1
34Point72 Asset Management, L.P.$32.1M1
35ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$30.5M1
36Quantinno Capital Management LP$29.6M1
37Qube Research & Technologies Ltd$29.0M1
38Hudson Bay Capital Management LP$28.4M1
39VOLORIDGE INVESTMENT MANAGEMENT, LLC$26.2M1
40CITIGROUP INC$25.6M1
41RHUMBLINE ADVISERS$24.9M1
42ProShare Advisors LLC$24.3M1
43TUDOR INVESTMENT CORP ET AL$24.0M1
44Retirement Systems of Alabama$23.6M1
45SEI INVESTMENTS CO$23.1M1
46CRAWFORD INVESTMENT COUNSEL INC$21.7M1
47FRANKLIN RESOURCES INC$21.7M1
48AMERICAN CENTURY COMPANIES INC$21.0M1
49SCHRODER INVESTMENT MANAGEMENT GROUP$20.1M1
50HEITMAN REAL ESTATE SECURITIES LLC$20.0M1
51APG Asset Management US Inc.$19.9M1
52JANE STREET GROUP, LLC$19.7M1
53Vision Capital Corp$18.9M1
54PRINCIPAL FINANCIAL GROUP INC$18.7M1
55Hazelview Securities Inc.$18.1M1
561832 Asset Management L.P.$17.2M1
57Swiss National Bank$16.5M1
58PACIFIC HEIGHTS ASSET MANAGEMENT LLC$16.5M1
59Long Pond Capital, LP$16.0M1
60CAPITOLIS LIQUID GLOBAL MARKETS LLC$14.9M1
61CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$14.4M1
62Holocene Advisors, LP$13.4M1
63NORDEA INVESTMENT MANAGEMENT AB$13.4M1
64NOMURA ASSET MANAGEMENT CO LTD$13.1M1
65Asset Management One Co., Ltd.$12.5M1
66PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$12.3M1
67AMERIPRISE FINANCIAL INC$11.6M1
68BARROW HANLEY MEWHINNEY & STRAUSS LLC$11.5M1
69NICOLA WEALTH MANAGEMENT LTD.$11.3M1
70LAZARD ASSET MANAGEMENT LLC$11.2M1
71LMR Partners LLP$10.1M1
72ENVESTNET ASSET MANAGEMENT INC$10.0M1
73GLENMEDE TRUST CO NA$9.8M1
74Lighthouse Investment Partners, LLC$9.8M1
75PRUDENTIAL FINANCIAL INC$9.5M1
76DigitalBridge Group, Inc.$9.2M1
77Sophron Capital Management L.P.$9.1M1
78RAYMOND JAMES FINANCIAL INC$8.6M1
79Robeco Institutional Asset Management B.V.$8.5M1
80STATE OF WISCONSIN INVESTMENT BOARD$8.3M1
81MACQUARIE GROUP LTD$8.3M1
82Edgestream Partners, L.P.$8.2M1
83Allianz Asset Management GmbH$8.1M1
84Carlyle Group Inc.$8.1M1
85Squarepoint Ops LLC$7.9M1
86Vanguard Investments Australia, Ltd.$7.7M1
87D. E. Shaw & Co., Inc.$7.6M1
88VANGUARD ASSET MANAGEMENT, Ltd$7.5M1
89MANUFACTURERS LIFE INSURANCE COMPANY, THE$7.5M1
90Gotham Asset Management, LLC$7.4M1
91Zurcher Kantonalbank (Zurich Cantonalbank)$7.2M1
92Mitsubishi UFJ Trust & Banking Corp$7.1M1
93STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$6.9M1
94Creative Planning$6.9M1
95BAMCO INC /NY/$6.9M1
96Mitsubishi UFJ Asset Management Co., Ltd.$6.8M1
97Taproot Management LP$6.5M1
98Lightrock Netherlands B.V.$6.4M1
99COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$5.9M1
100GATEWAY INVESTMENT ADVISERS LLC$5.7M1
101Presima Securities ULC$5.6M1
102New Age Alpha Advisors, LLC$5.6M1
103Kestra Advisory Services, LLC$5.6M1
104Verition Fund Management LLC$5.5M1
105HUNTINGTON NATIONAL BANK$5.3M1
106EXCHANGE TRADED CONCEPTS, LLC$5.3M1
107Y-Intercept (Hong Kong) Ltd$5.1M1
108LPL Financial LLC$4.9M1
109Amundi$4.9M1
110Engineers Gate Manager LP$4.8M1
111DEUTSCHE BANK AG\$4.8M1
112VICTORY CAPITAL MANAGEMENT INC$4.7M1
113WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.6M1
114WELLS FARGO & COMPANY/MN$4.6M1
115State of New Jersey Common Pension Fund D$4.5M1
116GSI Capital Advisors LLC$4.5M1
117NEW YORK STATE COMMON RETIREMENT FUND$4.2M1
118Bridgewater Associates, LP$4.1M1
119Bayhunt Capital LLC$4.0M1
120NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$3.9M1
121Universal- Beteiligungs- und Servicegesellschaft mbH$3.9M1
122Aberdeen Group plc$3.8M1
123Investment Management Corp of Ontario$3.8M1
124GRS Advisors, LLC$3.6M1
125Resona Asset Management Co.,Ltd.$3.6M1
126FIRST TRUST ADVISORS LP$3.6M1
127Vanguard Global Advisers, LLC$3.4M1
128Oak Thistle LLC$3.4M1
129GUGGENHEIM CAPITAL LLC$3.4M1
130Daiwa Securities Group Inc.$3.3M1
131MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.2M1
132Knights of Columbus Asset Advisors LLC$3.0M1
133Freestone Grove Partners LP$2.9M1
134Greenland Capital Management LP$2.9M1
135Sequoia Financial Advisors, LLC$2.9M1
136Orion Porfolio Solutions, LLC$2.8M1
137TRILLIUM ASSET MANAGEMENT, LLC$2.7M1
138LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.6M1
139B. Metzler seel. Sohn & Co. AG$2.6M1
140WOLVERINE ASSET MANAGEMENT LLC$2.6M1
141OSAIC HOLDINGS, INC.$2.6M1
142WCM INVESTMENT MANAGEMENT, LLC$2.5M1
143Zimmer Partners, LP$2.5M1
144Magnetar Financial LLC$2.5M1
145Gradient Investments LLC$2.4M1
146Arizona State Retirement System$2.3M1
147Measured Risk Portfolios, Inc.$2.3M1
148Federation des caisses Desjardins du Quebec$2.2M1
149Metis Global Partners, LLC$2.2M1
150HighTower Advisors, LLC$2.2M1
151ROYAL BANK OF CANADA$2.1M1
152CWM, LLC$2.1M1
153Cerity Partners LLC$2.0M1
154STATE OF MICHIGAN RETIREMENT SYSTEM$2.0M1
155TD ASSET MANAGEMENT INC$2.0M1
156Sumitomo Mitsui DS Asset Management Company, Ltd$1.9M1
157CIBC Bancorp USA Inc.$1.9M1
158VOYA INVESTMENT MANAGEMENT LLC$1.9M1
159MERCER GLOBAL ADVISORS INC /ADV$1.9M1
160NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.9M1
161KLP KAPITALFORVALTNING AS$1.8M1
162Pathstone Holdings, LLC$1.8M1
163UniSuper Management Pty Ltd$1.7M1
164OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.7M1
165Mariner, LLC$1.7M1
166BANK OF MONTREAL /CAN/$1.7M1
167BRIDGES INVESTMENT MANAGEMENT INC$1.6M1
168D.A. DAVIDSON & CO.$1.6M1
169AMG National Trust Bank$1.6M1
170Corient Private Wealth LLC$1.6M1
171NEOS Investment Management LLC$1.6M1
172Ameritas Investment Partners, Inc.$1.5M1
173NAPLES GLOBAL ADVISORS, LLC$1.5M1
174TEACHER RETIREMENT SYSTEM OF TEXAS$1.5M1
175PRELUDE CAPITAL MANAGEMENT, LLC$1.5M1
176Arax Advisory Partners$1.4M1
177STIFEL FINANCIAL CORP$1.4M1
178Summit Trail Advisors, LLC$1.4M1
179FOX RUN MANAGEMENT, L.L.C.$1.4M1
180IFM Investors Pty Ltd$1.4M1
181Utah Retirement Systems$1.4M1
182ONTARIO TEACHERS PENSION PLAN BOARD$1.3M1
183NISSAY ASSET MANAGEMENT CORP /JAPAN$1.3M1
184LANDMARK INVESTMENT PARTNERS, L.P.$1.3M1
185LECAP ASSET MANAGEMENT LTD$1.3M1
186Pictet Asset Management Holding SA$1.3M1
187Brevan Howard Capital Management LP$1.3M1
188KEYBANK NATIONAL ASSOCIATION/OH$1.2M1
189Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$1.2M1
190COMMONWEALTH EQUITY SERVICES, LLC$1.1M1
191Red Door Wealth Management, LLC$1.1M1
192M&T BANK CORP$1.1M1
193Drucker Wealth 3.0, LLC$1.1M1
194Nordwand Advisors, LLC$1.1M1
195Focus Partners Wealth$1.0M1
196Empire Life Investments Inc.$1.0M1
197NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.0M1
198NISA INVESTMENT ADVISORS, LLC$1.0M1
199XPONANCE LLC$1.0M1
200WORLDQUANT MILLENNIUM ADVISORS LLC$980K1
201XTX Topco Ltd$956K1
202Moran Wealth Management, LLC$945K1
203AZZAD ASSET MANAGEMENT INC /ADV$874K1
204Vanguard Personalized Indexing Management, LLC$871K1
205BNP Paribas Asset Management Holding S.A.$868K1
206Merit Financial Group, LLC$843K1
207Vanderbilt University$840K1
208FEDERATED HERMES, INC.$829K1
209Allspring Global Investments Holdings, LLC$808K1
210MML INVESTORS SERVICES, LLC$800K1
211AIA Group Ltd$792K1
212TRUIST FINANCIAL CORP$786K1
213Cetera Investment Advisers$783K1
214Perpetual Ltd$760K1
215Private Capital Management, LLC$744K1
216Chicago Partners Investment Group LLC$720K1
217QUADRANT CAPITAL GROUP LLC$704K1
218Atom Investors LP$699K1
219DRW Securities, LLC$677K1
220Dakota Wealth Management$673K1
221SECURIAN ASSET MANAGEMENT, INC$616K1
222TWIN CAPITAL MANAGEMENT INC$608K1
223Ashton Thomas Private Wealth, LLC$606K1
224Crossmark Global Holdings, Inc.$605K1
225Total Wealth Planning & Management, Inc.$600K1
226PRINCIPAL SECURITIES, INC.$580K1
227Sanctuary Advisors, LLC$579K1
228BOOTHBAY FUND MANAGEMENT, LLC$576K1
229Tower Research Capital LLC (TRC)$574K1
230Hennion & Walsh Asset Management, Inc.$566K1
231Cooper Financial Group$549K1
232Swiss Life Asset Management Ltd$532K1
233LEVEL FOUR ADVISORY SERVICES, LLC$515K1
234WINMILL & CO. INC$513K1
235Machina Capital S.A.S.$508K1
236Mirador Capital Partners LP$504K1
237Inspire Investing, LLC$503K1
238Envestnet Portfolio Solutions, Inc.$502K1
239Fieldview Capital Management, LLC$500K1
240Brooklyn Investment Group$496K1
241Kera Capital Partners, Inc.$491K1
242SUSQUEHANNA INTERNATIONAL GROUP, LLP$487K1
243Ensign Peak Advisors, Inc$477K1
244DnB Asset Management AS$473K1
245EP Wealth Advisors, LLC$457K1
246Vident Advisory, LLC$436K1
247DoubleLine ETF Adviser LP$434K1
248MQS Management LLC$430K1
249Abel Hall, LLC$418K1
250Mutual Advisors, LLC$417K1
251O'SHAUGHNESSY ASSET MANAGEMENT, LLC$416K1
252PINNACLE ASSOCIATES LTD$409K1
253World Investment Advisors$402K1
254CAXTON ASSOCIATES LLP$399K1
255Wealth Quarterback LLC$394K1
256NTV ASSET MANAGEMENT LLC$393K1
257Maryland State Retirement & Pension System$383K1
258Norinchukin Bank, The$370K1
259OLD NATIONAL BANCORP /IN/$364K1
260CAPITAL FINANCIAL GROUP INC\CO\ /ADV$345K1
261RFG Advisory, LLC$338K1
262Frank, Rimerman Advisors LLC$329K1
263Pinnacle Financial Partners, Inc.$329K1
264AssuredPartners Investment Advisors, LLC$328K1
265INCEPTIONR LLC$326K1
266Baker Avenue Asset Management, LP$325K1
267PANAGORA ASSET MANAGEMENT INC$325K1
268TWINBEECH CAPITAL LP$308K1
269US BANCORP \DE\$306K1
270EVERGREEN CAPITAL MANAGEMENT LLC$304K1
271Knollwood Investment Advisory, LLC$301K1
272ALPINE WOODS CAPITAL INVESTORS, LLC$299K1
273HUB Investment Partners, LLC$293K1
274Brookwood Investment Group LLC$286K1
275Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$277K1
276SHELTON CAPITAL MANAGEMENT$276K1
277CIBC Asset Management Inc$261K1
278Pallas Capital Advisors LLC$250K1
279M&G Plc$246K1
280North Dakota State Investment Board$243K1
281Havemeyer Place LP$241K1
282Mattson Financial Services, LLC$231K1
283O'Brien Greene & Co. Inc$231K1
284Kaizen Financial Strategies$230K1
285Bull Harbor Capital LLC$228K1
286MAI Capital Management$227K1
287Worth Venture Partners, LLC$227K1
288Brown Financial Advisors$226K1
289EntryPoint Capital, LLC$222K1
290VestGen Advisors, LLC$222K1
291Sagewood Asset Management LP$222K1
292Belpointe Asset Management LLC$221K1
293Papamarkou Wellner Asset Management inc.$218K1
294Inspire Advisors, LLC$218K1
295Tidal Investments LLC$216K1
296Frec Markets, Inc.$214K1
297WADDELL & ASSOCIATES, LLC$209K1
298EVOLVE PRIVATE WEALTH, LLC$206K1
299Kestra Investment Management, LLC$205K1
300Virtus Investment Advisers, LLC$186K1
301Mirae Asset Global Investments Co., Ltd.$172K1
302Rockefeller Capital Management L.P.$172K1
303NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$166K1
304Allworth Financial LP$149K1
305UMB Bank, n.a.$134K1
306Quarry LP$120K1
307FIL Ltd$109K1
308Eurizon Capital SGR S.p.A.$108K1
309FIFTH THIRD BANCORP$95.6K1
310SIGNATUREFD, LLC$95.0K1
311Steward Partners Investment Advisory, LLC$75.7K1
312Itau Unibanco Holding S.A.$66.0K1
313SJS Investment Consulting Inc.$41.7K1
314Larson Financial Group LLC$40.4K1
315ELEVATION WEALTH PARTNERS, LLC$37.6K1
316Bayforest Capital Ltd$32.8K1
317HRT FINANCIAL LP$24.6K1
318Basecamp Wealth Advisors LLC$23.2K1
319True Wealth Design, LLC$22.6K1
320ASSETMARK, INC$22.2K1
321PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$21.7K1
322Heritage Wealth Advisors$20.5K1
323ALGERT GLOBAL LLC$18.8K1
324CANADA LIFE ASSURANCE Co$18.5K1
325PRIVATE TRUST CO NA$17.5K1
326MATHER GROUP, LLC.$17.4K1
327Bank of New Hampshire$15.2K1
328DANSKE BANK A/S$14.7K1
329Triumph Capital Management$14.7K1
330Parkside Financial Bank & Trust$14.2K1
331HHM Wealth Advisors, LLC$13.2K1
332PEREGRINE CAPITAL MANAGEMENT LLC$11.4K1
333Stone House Investment Management, LLC$11.1K1
334Spire Wealth Management$11.0K1
335CENTRAL TRUST Co$9.4K1
336Smartleaf Asset Management LLC$9.2K1
337Private Wealth Asset Management, LLC$8.0K1
338FARMERS & MERCHANTS INVESTMENTS INC$7.2K1
339Owl Creek Wealth Partners LLC$7.0K1
340Physician Wealth Advisors, Inc.$6.1K1
341Jackson, Grant Investment Advisers, Inc.$6.1K1
342Bell Investment Advisors, Inc$5.9K1
343DekaBank Deutsche Girozentrale$5.8K1
344State of Alaska, Department of Revenue$5.0K1
345VAN ECK ASSOCIATES CORP$5.0K1
346Salomon & Ludwin, LLC$4.9K1
347NATIXIS ADVISORS, LLC$4.8K1
348NEW YORK STATE TEACHERS RETIREMENT SYSTEM$4.6K1
349Addison Advisors LLC$4.0K1
350AMALGAMATED BANK$3.8K1
351Treasurer of the State of North Carolina$3.6K1
352THRIVENT FINANCIAL FOR LUTHERANS$2.7K1
353Clearstead Advisors, LLC$2.0K1
354Rialto Wealth Management, LLC$1.7K1
355NEW MEXICO EDUCATIONAL RETIREMENT BOARD$1.7K1
356Vestcor Inc$1.6K1
357Cromwell Holdings LLC$1.4K1
358JPL Wealth Management, LLC$1.4K1
359Kilter Group LLC$1.0K1
360Dogwood Wealth Management LLC$1.0K1
361Sachetta, LLC$8071
362Pinnacle Wealth Planning Services, Inc.$7701
363Private Wealth Management Group, LLC$5871
364TFC Financial Management, Inc.$5501
365Penserra Capital Management LLC$5371
366SouthState Bank Corp$4771
367Intentional Wealth Strategies, LLC$3301
368Signature Resources Capital Management, LLC$3221
369GSA CAPITAL PARTNERS LLP$3011
370Quaker Wealth Management, LLC$2941
371KBC Group NV$2471
372TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$2231
373American Capital Advisory, LLC$1841
374DecisionPoint Financial, LLC$1471
375Employees Retirement System of Texas$841
376Cassaday & Co Wealth Management LLC$371
377Capital Advisors, Ltd. LLC$11
378Avion Wealth$01
379Activest Wealth Management$01
380Jefferies Financial Group Inc.— value not disclosed1
381VANGUARD GROUP INC— value not disclosed1
382HARBOUR INVESTMENTS, INC.— value not disclosed1
383JACOBS LEVY EQUITY MANAGEMENT, INC— value not disclosed1
384TORONTO DOMINION BANK— value not disclosed1
385VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
386HARBOR CAPITAL ADVISORS, INC.— value not disclosed1
387CIBC WORLD MARKETS CORP— value not disclosed1
388CORNERCAP INVESTMENT COUNSEL INC— value not disclosed1
389COLDSTREAM CAPITAL MANAGEMENT INC— value not disclosed1
3901834 INVESTMENT ADVISORS CO— value not disclosed1
391ADAGE CAPITAL PARTNERS GP, L.L.C.— value not disclosed1
392BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
393NATIXIS— value not disclosed1
394Advisors Asset Management, Inc.— value not disclosed1
395CIBC Private Wealth Group LLC— value not disclosed1
396Cadence Bank— value not disclosed1
397Epoch Investment Partners, Inc.— value not disclosed1
398NORGES BANK— value not disclosed1
399K2 PRINCIPAL FUND, L.P.— value not disclosed1
400TWO SIGMA ADVISERS, LP— value not disclosed1
401Quantbot Technologies LP— value not disclosed1
402Dynamic Technology Lab Private Ltd— value not disclosed1
403PICTON MAHONEY ASSET MANAGEMENT— value not disclosed1
404Copeland Capital Management, LLC— value not disclosed1
405Caprock Group, LLC— value not disclosed1
406WINTON GROUP Ltd— value not disclosed1
407Man Group plc— value not disclosed1
408Schonfeld Strategic Advisors LLC— value not disclosed1
409Bridgefront Capital, LLC— value not disclosed1
410IFG Advisory, LLC— value not disclosed1
411ExodusPoint Capital Management, LP— value not disclosed1
412Global Retirement Partners, LLC— value not disclosed1
413Woodline Partners LP— value not disclosed1
414CVA Family Office, LLC— value not disclosed1
415B&I Capital AG— value not disclosed1
416Blue Trust, Inc.— value not disclosed1
417AlphaQuest LLC— value not disclosed1
418PharVision Advisers, LLC— value not disclosed1
419SageView Advisory Group, LLC— value not disclosed1
420Dunhill Financial, LLC— value not disclosed1
421Gallacher Capital Management LLC— value not disclosed1
422Caitong International Asset Management Co., Ltd— value not disclosed1
423Polymer Capital Management (US) LLC— value not disclosed1
424Jain Global LLC— value not disclosed1
425SummitTX Capital, L.P.— value not disclosed1
426Fairtree Asset Management (Pty) Ltd— value not disclosed1
427111 Capital— value not disclosed1
428OPTIMA CAPITAL LLC— value not disclosed1
429VARCOV Co.— value not disclosed1
430MCGUIRE CAPITAL ADVISORS INC— value not disclosed1
Truncated by Public Filings. Every one of the 379 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — 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)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ 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 CUBE

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CUBE · financials and macro

Financials — as filed PLANNED

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