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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Ricketts, John P · $50.0K–$100K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-09-12Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 08-13 +30d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 08-04 +39d$1K–$15K
2023-10-20Ricketts, John P Sale · SP (spouse-owned)Traded 09-21 +29d$50K–$100K
2023-08-13Daniel S. Goldman D–NY-10SaleTraded 07-12 +32d$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 4 ↗

Members active in CUBE

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · 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

Top institutional holders of CUBE for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
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.$01
381VANGUARD GROUP INC$01
382HARBOUR INVESTMENTS, INC.$01
383JACOBS LEVY EQUITY MANAGEMENT, INC$01
384TORONTO DOMINION BANK$01
385VIRGINIA RETIREMENT SYSTEMS ET Al$01
386HARBOR CAPITAL ADVISORS, INC.$01
387CIBC WORLD MARKETS CORP$01
388CORNERCAP INVESTMENT COUNSEL INC$01
389COLDSTREAM CAPITAL MANAGEMENT INC$01
3901834 INVESTMENT ADVISORS CO$01
391ADAGE CAPITAL PARTNERS GP, L.L.C.$01
392BALYASNY ASSET MANAGEMENT L.P.$01
393NATIXIS$01
394Advisors Asset Management, Inc.$01
395CIBC Private Wealth Group LLC$01
396Cadence Bank$01
397Epoch Investment Partners, Inc.$01
398NORGES BANK$01
399K2 PRINCIPAL FUND, L.P.$01
400TWO SIGMA ADVISERS, LP$01
401Quantbot Technologies LP$01
402Dynamic Technology Lab Private Ltd$01
403PICTON MAHONEY ASSET MANAGEMENT$01
404Copeland Capital Management, LLC$01
405Caprock Group, LLC$01
406WINTON GROUP Ltd$01
407Man Group plc$01
408Schonfeld Strategic Advisors LLC$01
409Bridgefront Capital, LLC$01
410IFG Advisory, LLC$01
411ExodusPoint Capital Management, LP$01
412Global Retirement Partners, LLC$01
413Woodline Partners LP$01
414CVA Family Office, LLC$01
415B&I Capital AG$01
416Blue Trust, Inc.$01
417AlphaQuest LLC$01
418PharVision Advisers, LLC$01
419SageView Advisory Group, LLC$01
420Dunhill Financial, LLC$01
421Gallacher Capital Management LLC$01
422Caitong International Asset Management Co., Ltd$01
423Polymer Capital Management (US) LLC$01
424Jain Global LLC$01
425SummitTX Capital, L.P.$01
426Fairtree Asset Management (Pty) Ltd$01
427111 Capital$01
428OPTIMA CAPITAL LLC$01
429VARCOV Co.$01
430MCGUIRE CAPITAL ADVISORS INC$01
Truncated by Public Filings. The published aggregate ranks the top 430 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)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