CubesmartCUBE
13F holders, Q2 2026 (June 30)519holders +32
87new positions
55sold out
8famous investors
$39.72avg. 13F price*
At the end of Q2 2026, 519 institutions reported holding Cubesmart (CUBE) in their 13F filings, up 32 from Q1 2026. 87 opened new positions and 55 sold out. The largest holders were BlackRock, Inc. ($1.3B), Vanguard Portfolio Management LLC ($775.3M) and Norges Bank ($486.6M). 8 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Cubesmart
- CUSIP
- 229663109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $407.9M |
| Exits | 55 | $142.6M |
All 13F filers, Q1 2026 → Q2 2026: 28,424,286 shares bought and 19,713,575 shares sold, net +8,710,711 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 519 holders
| BlackRock, Inc. | 0.02% | Add +2.1% | 33,924,159 | $1.3B |
| Vanguard Portfolio Management LLC | 0.03% | Add +0.3% | 19,495,185 | $775.3M |
| Norges Bank | 0.05% | — | 12,236,433 | $486.6M |
| State Street Corp. | 0.01% | Reduce -1.4% | 11,037,783 | $439.0M |
| Vanguard Capital Management LLC | 0.01% | Reduce -0.0% | 10,240,990 | $407.3M |
| FMR LLC | 0.01% | Add +1.5% | 7,515,446 | $298.9M |
| AQR Capital Management | 0.10% | Add +239.5% | 7,279,554 | $289.5M |
| Canada Pension Plan Investment Board | 0.16% | Reduce -0.1% | 7,254,520 | $288.5M |
| Cohen & Steers, Inc. | 0.45% | New | 7,226,516 | $287.4M |
| T. Rowe Price Associates Inc. | 0.03% | Reduce -7.4% | 7,030,267 | $279.6M |
| Geode Capital Management, LLC | 0.01% | Add +0.3% | 4,767,570 | $189.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +4.8% | 3,762,337 | $149.6M |
| CBRE Investment Management Listed Real Assets LLC | 1.86% | Add +8.6% | 3,359,278 | $133.6M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.1% | 3,352,420 | $133.3M |
| Northern Trust Corp. | 0.02% | Add +0.5% | 3,348,078 | $133.2M |
| Duff & Phelps Investment Management Co. | 1.22% | Add +18.3% | 3,239,472 | $128.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -27.8% | 2,745,082 | $112.2M |
| Millennium Management | 0.08% | Reduce -15.7% | 2,693,221 | $107.1M |
| Daiwa Securities Group Inc. | 0.22% | Add +2614.2% | 2,449,870 | $97.4M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +191.4% | 2,421,670 | $96.3M |
| T. Rowe Price Investment Management, Inc. | 0.06% | Reduce -41.4% | 2,379,112 | $94.6M |
| Lasalle Investment Management Securities LLC | 3.32% | Add +81.5% | 2,343,438 | $93.2M |
| Aew Capital Management L P | 5.45% | Add +8.1% | 2,292,708 | $91.2M |
| Alliancebernstein L.P. | 0.03% | Reduce -7.4% | 2,277,505 | $83.5M |
| Alyeska Investment Group, L.P. | 0.21% | Reduce -15.7% | 2,060,726 | $82.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.6% | 1,865,695 | $74.2M |
| Nuveen, LLC | 0.02% | Add +0.1% | 1,854,504 | $73.8M |
| UBS Group AG | 0.01% | Add +23.3% | 1,736,112 | $69.0M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.55% | Reduce -8.8% | 1,723,722 | $68.6M |
| Morgan Stanley | 0.00% | Reduce -2.8% | 1,643,184 | $65.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -0.1% | 1,534,579 | $61.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +12.6% | 1,467,234 | $58.4M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +0.9% | 1,431,102 | $56.9M |
| Legal & General Group Plc | 0.01% | Reduce -6.4% | 1,203,190 | $47.9M |
| Quantinno Capital Management LP | 0.06% | Add +48.3% | 1,198,476 | $47.7M |
| Bank of America Corp. | 0.00% | Reduce -12.3% | 1,158,501 | $46.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +13.9% | 1,151,336 | $45.8M |
| Two Sigma Investments, LP | 0.03% | Reduce -46.7% | 1,013,798 | $40.3M |
| Boston Trust Walden Corp | 0.30% | Add +0.3% | 984,196 | $39.1M |
| HRT Financial LP | 0.07% | Add +44.7% | 971,876 | $38.7M |
| Russell Investments Group, Ltd. | 0.03% | Reduce -4.6% | 882,833 | $35.1M |
| HSBC Holdings PLC | 0.02% | Reduce -31.4% | 855,192 | $34.1M |
| Qube Research & Technologies Ltd | 0.04% | Add +3.8% | 821,311 | $32.7M |
| Invesco Ltd. | 0.00% | Reduce -73.8% | 820,088 | $32.6M |
| Citigroup Inc. | 0.01% | Add +12.6% | 787,283 | $31.3M |
| SG Americas Securities, LLC | 0.02% | Add +24.8% | 741,493 | $29.5M |
| Hudson Bay Capital Management LP | 0.15% | Reduce -5.1% | 734,792 | $29.2M |
| Voloridge Investment Management, LLC | 0.12% | Add +0.3% | 717,101 | $28.5M |
| Vision Capital Corp | 12.78% | Add +35.0% | 696,812 | $27.7M |
| ProShare Advisors LLC | 0.04% | Add +1.3% | 672,050 | $26.7M |
| Rhumbline Advisers | 0.02% | Reduce -1.2% | 671,418 | $26.7M |
| Centersquare Investment Management LLC | 0.22% | Reduce -59.1% | 647,746 | $25.8M |
| Hazelview Securities Inc. | 3.51% | Add +25.1% | 618,426 | $25.3M |
| Sei Investments Co. | 0.02% | Reduce -2.4% | 616,077 | $24.5M |
| Franklin Resources Inc. | 0.01% | Add +1.8% | 602,081 | $23.9M |
| Crawford Investment Counsel Inc. | 0.40% | Add +0.5% | 596,196 | $23.7M |
| Jane Street Group, LLC | 0.01% | Add +7.5% | 577,523 | $23.0M |
| APG Asset Management US Inc. | 0.16% | Add +3.2% | 561,129 | $22.5M |
| Heitman Real Estate Securities LLC | 1.43% | Add +2.3% | 558,601 | $22.2M |
| Retirement Systems of Alabama | 0.07% | Reduce -13.3% | 557,176 | $22.2M |
| Principal Financial Group Inc. | 0.01% | Add +1.0% | 514,056 | $20.4M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +1.4% | 510,511 | $20.3M |
| Epoch Investment Partners, Inc. | 0.11% | New | 506,280 | $20.1M |
| Pacific Heights Asset Management LLC | 0.63% | Add +11.1% | 500,000 | $19.9M |
| 1832 Asset Management L.P. | 0.02% | Add +5.1% | 493,503 | $19.6M |
| Prudential Financial Inc. | 0.02% | Add +82.7% | 474,546 | $18.9M |
| Algert Global LLC | 0.22% | Reduce -10.0% | 461,180 | $18.3M |
| Swiss National Bank | 0.01% | Add +1.0% | 455,700 | $18.1M |
| Barclays PLC | 0.01% | Reduce -9.2% | 445,851 | $17.7M |
| Caisse de depot et placement du Quebec | 0.02% | New | 416,877 | $16.6M |
| Ameriprise Financial Inc. | 0.00% | Add +52.1% | 501,853 | $16.4M |
| Capitolis Liquid Global Markets LLC | 0.07% | No change | 405,354 | $16.1M |
| California Public Employees Retirement System | 0.01% | Add +2.8% | 403,849 | $16.1M |
| Lightrock Netherlands B.V. | 3.14% | Reduce -4.5% | 510,117 | $15.9M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +3.7% | 371,001 | $14.8M |
| Mariner, LLC | 0.02% | Add +691.8% | 367,862 | $14.6M |
| Nordea Investment Management AB | 0.01% | Reduce -5.6% | 351,272 | $14.0M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -0.5% | 340,149 | $13.5M |
| Creative Planning | 0.01% | Add +78.1% | 335,484 | $13.3M |
| Public Employees Retirement System of Ohio | 0.04% | Reduce -1.0% | 331,257 | $13.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +212.6% | 330,671 | $13.2M |
| Gotham Asset Management | 0.03% | Add +62.6% | 327,060 | $13.0M |
| Deutsche Bank AG | 0.00% | Add +150.2% | 324,525 | $12.9M |
| STRS Ohio | 0.05% | Reduce -26.5% | 315,669 | $12.6M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.04% | Reduce -0.4% | 311,186 | $12.4M |
| BNP Paribas Financial Markets | 0.01% | Add +140.2% | 296,092 | $11.8M |
| PGGM Investments | 0.28% | Reduce -63.3% | 290,595 | $11.6M |
| Ceredex Value Advisors LLC | 0.32% | New | 286,250 | $11.4M |
| TD Asset Management Inc | 0.01% | Add +424.7% | 280,515 | $11.2M |
| Lighthouse Investment Partners, LLC | 0.34% | Add +4.2% | 277,589 | $11.0M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +16.3% | 270,500 | $10.8M |
| Glenmede Trust Co. NA | 0.05% | Add +0.1% | 268,468 | $10.7M |
| Cerity Partners LLC | 0.01% | Add +382.0% | 266,878 | $10.6M |
| Gateway Investment Advisers LLC | 0.10% | Add +69.2% | 262,933 | $10.5M |
| California State Teachers Retirement System | 0.01% | Reduce -0.8% | 262,566 | $10.4M |
| Ieq Capital, LLC | 0.05% | New | 250,599 | $10.0M |
| State of Wisconsin Investment Board | 0.02% | Add +9.0% | 247,893 | $9.9M |
| Jupiter Topco LLC | 0.00% | — | 245,652 | $9.8M |
| Allianz Asset Management GmbH | 0.01% | Add +11.2% | 245,451 | $9.8M |
| Baron Capital (BAMCO) | 0.01% | Add +24.5% | 233,813 | $9.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.5% | 231,909 | $9.2M |
| Macquarie Group Ltd. | 0.04% | Add +1.4% | 229,258 | $9.1M |
| Lazard Asset Management LLC | 0.01% | Reduce -25.1% | 229,243 | $9.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +96.4% | 244,283 | $9.1M |
| Alberta Investment Management Corp | 0.06% | New | 224,000 | $8.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Add +39.4% | 223,094 | $8.9M |
| Edgestream Partners, L.P. | 0.26% | Reduce -0.3% | 222,343 | $8.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +5.0% | 214,334 | $8.5M |
| Vanguard Investments Australia, Ltd. | 0.02% | Reduce -0.1% | 209,297 | $8.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +3.0% | 198,372 | $7.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +4.3% | 194,149 | $7.7M |
| Verition Fund Management LLC | 0.06% | Add +23.8% | 187,100 | $7.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +265.2% | 186,675 | $7.4M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -2.6% | 184,378 | $7.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -6.3% | 183,345 | $7.3M |
| Sophron Capital Management L.P. | 2.25% | Reduce -26.4% | 182,764 | $7.3M |
| Squarepoint Ops LLC | 0.01% | Reduce -15.4% | 181,235 | $7.2M |
| Tudor Investment Corporation | 0.03% | Reduce -73.8% | 171,505 | $6.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -38.1% | 168,426 | $6.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -18.6% | 165,660 | $6.6M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +638.2% | 163,333 | $6.6M |
| Los Angeles Capital Management LLC | 0.02% | New | 162,736 | $6.5M |
| Corient Private Wealth LP | 0.01% | Add +263.0% | 161,619 | $6.4M |
| First Trust Advisors LP | 0.00% | Add +64.4% | 159,868 | $6.4M |
| Quantbot Technologies LP | 0.24% | New | 155,299 | $6.2M |
| ExodusPoint Capital Management, LP | 0.06% | New | 149,372 | $5.9M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 160,181 | $5.7M |
| Engineers Gate Manager LP | 0.07% | Add +6.5% | 139,914 | $5.6M |
| Huntington National Bank | 0.04% | Reduce -4.8% | 138,967 | $5.5M |
| Van Lanschot Kempen Investment Management N.V. | 0.04% | Reduce -6.6% | 138,388 | $5.5M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -10.2% | 136,186 | $5.4M |
| Amundi | 0.00% | Add +1.8% | 135,608 | $5.4M |
| State of Alaska, Department of Revenue | 0.05% | Reduce -0.9% | 135,091 | $5.4M |
| Pacer Advisors, Inc. | 0.01% | Reduce -1.1% | 134,807 | $5.4M |
| Van Eck Associates Corp. | 0.00% | Reduce -1.2% | 133,840 | $5.3M |
| Natixis Advisors, LLC | 0.01% | Add +1.1% | 133,309 | $5.3M |
| Exchange Traded Concepts, LLC | 0.03% | Reduce -8.3% | 131,770 | $5.2M |
| New York State Teachers Retirement System | 0.01% | Add +3.8% | 131,068 | $5.2M |
| Victory Capital Management Inc. | 0.00% | Reduce -0.3% | 128,425 | $5.1M |
| Wells Fargo & Company | 0.00% | Add +0.2% | 124,747 | $5.0M |
| GSI Capital Advisors LLC | 2.33% | Add +1.6% | 124,408 | $4.9M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 122,663 | $4.9M |
| Investment Management Corp of Ontario | 0.06% | Add +13.7% | 117,072 | $4.7M |
| MetLife Investment Management, LLC | 0.02% | Reduce -2.7% | 115,387 | $4.6M |
| New York State Common Retirement Fund | 0.01% | Reduce -0.7% | 114,103 | $4.5M |
| American Century Companies Inc. | 0.00% | Reduce -80.8% | 110,113 | $4.4M |
| LPL Financial LLC | 0.00% | Reduce -19.4% | 108,823 | $4.3M |
| Nomura Asset Management International Inc. | 0.01% | Reduce -0.1% | 105,959 | $4.2M |
| Resona Asset Management Co.,Ltd. | 0.02% | Reduce -1.6% | 99,488 | $4.0M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +5.1% | 101,215 | $4.0M |
| Amalgamated Bank | 0.03% | Reduce -1.6% | 100,901 | $4.0M |
| Guggenheim Capital LLC | 0.03% | Add +8.2% | 98,970 | $3.9M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -0.6% | 96,344 | $3.8M |
| Focus Partners Wealth | 0.00% | Add +246.3% | 95,943 | $3.8M |
| XTX Topco Ltd | 0.05% | Add +256.8% | 93,017 | $3.7M |
| Aberdeen Group plc | 0.01% | Reduce -12.3% | 91,772 | $3.6M |
| Davis Selected Advisers | 0.02% | Reduce -2.2% | 90,280 | $3.6M |
| Voya Investment Management LLC | 0.00% | Add +70.6% | 87,515 | $3.5M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -4.9% | 87,396 | $3.5M |
| Handelsbanken Fonder AB | 0.01% | No change | 86,734 | $3.4M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Reduce -39.4% | 84,277 | $3.4M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -3.8% | 84,050 | $3.3M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +5.5% | 82,782 | $3.3M |
| Captrust Financial Advisors | 0.00% | Add +227.5% | 79,533 | $3.2M |
| Arax Advisory Partners | 0.02% | Add +105.7% | 79,310 | $3.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +4.9% | 78,768 | $3.1M |
| Gradient Investments LLC | 0.04% | Add +14.2% | 75,384 | $3.0M |
| Readystate Asset Management LP | 0.20% | New | 75,162 | $3.0M |
| Trillium Asset Management, LLC | 0.09% | Add +12.9% | 74,495 | $3.0M |
| WCM Investment Management, LLC | 0.01% | No change | 70,771 | $2.9M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +16.6% | 71,302 | $2.8M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | No change | 70,771 | $2.8M |
| Yousif Capital Management, LLC | 0.03% | Reduce -5.7% | 70,311 | $2.8M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -24.9% | 70,265 | $2.8M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -7.8% | 69,023 | $2.7M |
| GRS Advisors, LLC | 0.23% | Reduce -31.4% | 68,014 | $2.7M |
| Zimmer Partners, LP | 0.06% | No change | 67,500 | $2.7M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 66,860 | $2.7M |
| Louisiana State Employees Retirement System | 0.04% | Add +0.3% | 66,300 | $2.6M |
| Arizona State Retirement System | 0.01% | Add +0.1% | 62,662 | $2.5M |
| D.A. Davidson & Co. | 0.01% | Add +39.9% | 62,526 | $2.5M |
| Toronto Dominion Bank | 0.00% | New | 61,477 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Add +0.5% | 59,947 | $2.4M |
| Metis Global Partners, LLC | 0.05% | Reduce -1.2% | 59,041 | $2.3M |
| Wolverine Asset Management LLC | 0.12% | Reduce -17.0% | 58,538 | $2.3M |
| Measured Risk Portfolios, Inc. | 2.06% | Reduce -5.2% | 58,300 | $2.3M |
| Bridgewater Associates | 0.01% | Reduce -48.6% | 57,421 | $2.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -3.3% | 55,606 | $2.2M |
| Entropy Technologies, LP | 0.09% | Reduce -69.8% | 54,341 | $2.2M |
| Pensionfund PDN | 1.10% | No change | 53,800 | $2.1M |
| Aster Capital Management (DIFC) Ltd | 0.45% | New | 53,625 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +39.3% | 53,347 | $2.1M |
| Vident Advisory, LLC | 0.02% | Add +346.4% | 53,060 | $2.1M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 53,000 | $2.1M |
| State of Michigan Retirement System | 0.01% | Reduce -3.5% | 53,000 | $2.1M |
| KLP Kapitalforvaltning As | 0.01% | Add +2.4% | 51,400 | $2.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -0.3% | 50,930 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Add +3.1% | 50,371 | $2.0M |
| Worldquant Millennium Advisors LLC | 0.01% | Add +83.5% | 49,067 | $2.0M |
| Bank of Montreal | 0.00% | Add +6.8% | 48,917 | $1.9M |
| NEOS Investment Management LLC | 0.01% | Add +13.2% | 48,673 | $1.9M |
| Merit Financial Group, LLC | 0.01% | Add +107.6% | 47,751 | $1.9M |
| Oregon Public Employees Retirement Fund | 0.02% | No change | 46,792 | $1.9M |
| Royal Bank of Canada | 0.00% | Reduce -20.3% | 46,262 | $1.8M |
| New Age Alpha Advisors, LLC | 0.08% | Reduce -69.6% | 46,222 | $1.8M |
| New Mexico Educational Retirement Board | 0.05% | No change | 45,900 | $1.8M |
| Bridges Investment Management Inc. | 0.02% | Add +0.4% | 45,006 | $1.8M |
| Vestcor Inc | 0.04% | No change | 44,900 | $1.8M |
| Chicago Partners Investment Group LLC | 0.03% | Add +130.6% | 42,457 | $1.7M |
| Naples Global Advisors, LLC | 0.11% | Add +4.2% | 43,227 | $1.7M |
| Bleakley Financial Group, LLC | 0.02% | New | 43,005 | $1.7M |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -17.7% | 43,074 | $1.7M |
| Polymer Capital Management (US) LLC | 0.25% | New | 42,400 | $1.7M |
| Allstate Corp. | 0.02% | Reduce -10.9% | 42,200 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -40.2% | 41,928 | $1.7M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -0.8% | 41,669 | $1.7M |
| Summit Trail Advisors, LLC | 0.02% | Add +7.7% | 40,773 | $1.6M |
| Greenland Capital Management LP | 0.34% | Reduce -50.0% | 40,000 | $1.6M |
| Private Capital Management, LLC | 0.14% | Add +94.2% | 39,420 | $1.6M |
| Teacher Retirement System of Texas | 0.00% | Reduce -5.7% | 38,086 | $1.5M |
| IFM Investors Pty Ltd | 0.01% | Reduce -0.3% | 37,141 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +18.8% | 36,949 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -97.7% | 36,833 | $1.5M |
| Sterling Capital Management LLC | 0.02% | Reduce -6.0% | 36,259 | $1.4M |
| Atom Investors LP | 0.13% | Add +85.9% | 35,478 | $1.4M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -0.1% | 35,378 | $1.4M |
| Nissay Asset Management Corp. /Japan | 0.01% | Reduce -2.3% | 35,026 | $1.4M |
| Rothschild Investment LLC | 0.05% | Add +1354.8% | 34,987 | $1.4M |
| Utah Retirement Systems | 0.01% | Reduce -6.5% | 34,602 | $1.4M |
| Cander Asset Management LP | 0.25% | New | 34,152 | $1.4M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.15% | No change | 32,865 | $1.3M |
| Magnetar Financial LLC | 0.01% | Reduce -53.5% | 31,076 | $1.2M |
| M&T Bank Corp | 0.00% | Add +3.2% | 31,068 | $1.2M |
| Machina Capital S.A.S. | 0.19% | Add +117.6% | 30,147 | $1.2M |
| Red Door Wealth Management, LLC | 0.11% | No change | 30,000 | $1.2M |
| New York Life Investment Management LLC | 0.01% | Add +6.8% | 29,940 | $1.2M |
| Drucker Wealth 3.0, LLC | 0.19% | Add +0.4% | 29,768 | $1.2M |
| Nordwand Advisors, LLC | 0.18% | No change | 29,000 | $1.2M |
| Empire Life Investments Inc. | 0.06% | Add +0.3% | 28,276 | $1.1M |
| Brighton Jones LLC | 0.02% | Add +254.1% | 28,083 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +77.5% | 27,804 | $1.1M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -42.0% | 27,400 | $1.1M |
| Xponance LLC | 0.01% | Reduce -1.0% | 27,201 | $1.1M |
| Keybank National Association | 0.00% | Reduce -19.1% | 27,071 | $1.1M |
| Pensionfund Sabic | 1.09% | No change | 25,700 | $1.0M |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 25,658 | $1.0M |
| Moran Wealth Management, LLC | 0.03% | Reduce -0.6% | 25,630 | $1.0M |
| Sit Investment Associates Inc. | 0.02% | Add +154.3% | 25,300 | $1.0M |
| Azzad Asset Management Inc. | 0.09% | Add +5.4% | 25,146 | $1.0M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | Reduce -1.8% | 24,915 | $991K |
| Pallas Capital Advisors LLC | 0.03% | Add +261.4% | 24,643 | $980K |
| Evergreen Capital Management LLC | 0.02% | Add +190.2% | 24,085 | $958K |
| Perpetual Ltd | 0.01% | Add +15.6% | 23,967 | $953K |
| Miller Global Investments, LLC | 0.79% | No change | 23,898 | $950K |
| Natixis | 0.00% | New | 23,296 | $926K |
| Campbell & CO Investment Adviser LLC | 0.05% | Reduce -19.0% | 23,240 | $924K |
| Neuberger Berman Group LLC | 0.00% | Add +12.3% | 23,432 | $924K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -96.2% | 22,709 | $903K |
| Gsa Capital Partners LLP | 0.06% | Add +176.4% | 22,691 | $902K |
| MAI Capital Management | 0.00% | Add +265.1% | 22,659 | $901K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -4.7% | 22,578 | $898K |
| Integrated Wealth Concepts LLC | 0.01% | Add +111.3% | 22,332 | $888K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -6.2% | 22,290 | $886K |
| Federated Hermes, Inc. | 0.00% | Reduce -2.8% | 21,993 | $875K |
| Knights of Columbus Asset Advisors LLC | 0.04% | Reduce -74.3% | 21,209 | $843K |
| D. E. Shaw & Co. | 0.00% | Reduce -89.8% | 21,188 | $843K |
| Truist Financial Corp. | 0.00% | Reduce -2.0% | 21,017 | $836K |
| Cary Street Partners Financial LLC | 0.02% | New | 20,979 | $834K |
| HB Wealth Management, LLC | 0.00% | New | 20,724 | $824K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -60.0% | 20,218 | $804K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -42.7% | 19,886 | $791K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +73.5% | 19,698 | $783K |
| Capital Financial Group Inc\co\ | 0.41% | Add +106.7% | 19,469 | $774K |
| Sanctuary Advisors, LLC | 0.00% | Add +22.3% | 19,311 | $768K |
| Dakota Wealth Management | 0.01% | Add +0.4% | 18,439 | $733K |
| Ensign Peak Advisors, Inc | 0.00% | Add +40.3% | 18,265 | $726K |
| Frec Markets, Inc. | 0.07% | Add +212.2% | 18,222 | $725K |
| Quadrature Capital Ltd | 0.01% | New | 18,193 | $724K |
| Cetera Investment Advisers | 0.00% | Reduce -15.3% | 18,087 | $719K |
| NorthCrest Asset Manangement, LLC | 0.02% | New | 18,049 | $718K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -35.2% | 18,010 | $716K |
| Total Wealth Planning & Management, Inc. | 0.52% | Add +9.4% | 17,918 | $713K |
| EP Wealth Advisors, LLC | 0.00% | Add +42.8% | 17,802 | $708K |
| Man Group plc | 0.00% | New | 17,788 | $707K |
| Securian Asset Management, Inc. | 0.03% | Reduce -0.7% | 16,697 | $699K |
| Bull Harbor Capital LLC | 0.14% | Add +180.8% | 17,508 | $696K |
| CoreCap Advisors, LLC | 0.02% | Reduce -12.3% | 16,970 | $675K |
| Lido Advisors, LLC | 0.00% | New | 16,680 | $663K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 16,510 | $657K |
| West Family Investments, Inc. | 0.19% | New | 16,172 | $643K |
| Two Sigma Securities, LLC | 0.06% | New | 16,028 | $637K |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.4% | 15,737 | $626K |
| MQS Management LLC | 0.76% | Add +33.3% | 15,656 | $623K |
| Vanderbilt University | 0.09% | Reduce -31.8% | 15,631 | $622K |
| Inspire Investing, LLC | 0.03% | Add +13.8% | 15,613 | $621K |
| Kera Capital Partners, Inc. | 0.06% | Add +16.2% | 15,574 | $619K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -0.8% | 15,315 | $609K |
| Krilogy Financial LLC | 0.02% | New | 15,251 | $607K |
| Frank, Rimerman Advisors LLC | 0.03% | Add +60.8% | 14,453 | $575K |
| NewEdge Advisors, LLC | 0.00% | Add +3321.6% | 14,439 | $574K |
| Baker Avenue Asset Management, LP | 0.01% | Add +62.0% | 14,381 | $572K |
| Hantz Financial Services, Inc. | 0.01% | Add +14.6% | 14,288 | $568K |
| Spirit of America Management Corp. | 0.11% | Reduce -23.0% | 14,200 | $565K |
| Winmill & Co. Inc. | 0.12% | No change | 14,000 | $557K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -3.6% | 13,999 | $557K |
| Susquehanna International Group, LLP | 0.00% | Add +4.9% | 13,935 | $554K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -3.6% | 13,929 | $554K |
| Evolve Private Wealth, LLC | 0.03% | Add +140.4% | 13,522 | $538K |
| Waverly Advisors, LLC | 0.00% | New | 13,209 | $525K |
| Syon Capital LLC | 0.02% | Add +28.4% | 13,129 | $522K |
| AlphaCore Capital LLC | 0.01% | New | 13,035 | $518K |
| Allworth Financial LP | 0.00% | Add +219.4% | 13,019 | $518K |
| Pinnacle Associates Ltd. | 0.01% | Add +15.8% | 12,910 | $513K |
| DNB Asset Management AS | 0.00% | No change | 12,908 | $513K |
| Waddell & Associates, LLC | 0.03% | Add +123.3% | 12,742 | $507K |
| Penserra Capital Management LLC | 0.00% | Reduce -14.2% | 12,569 | $499K |
| Blair William & Co. | 0.00% | New | 12,432 | $494K |
| 111 Capital | 0.08% | New | 12,359 | $492K |
| Transcend Capital Advisors, LLC | 0.03% | New | 12,247 | $487K |
| Parcion Private Wealth LLC | 0.03% | New | 12,033 | $479K |
| Ritholtz Wealth Management | 0.01% | New | 11,975 | $476K |
| Himension Capital (singapore) Pte. LTD. | 0.03% | New | 11,965 | $476K |
| Maryland State Retirement & Pension System | 0.01% | Add +12.7% | 11,787 | $469K |
| IFG Advisory, LLC | 0.02% | New | 11,585 | $461K |
| Abel Hall, LLC | 0.08% | Add +0.4% | 11,439 | $455K |
| Fox Run Management, L.L.C. | 0.08% | Reduce -70.0% | 11,414 | $454K |
| Mutual Advisors, LLC | 0.01% | No change | 11,390 | $453K |
| Coppell Advisory Solutions LLC | 0.04% | New | 202 | $448K |
| HUB Investment Partners, LLC | 0.01% | Add +39.4% | 11,138 | $443K |
| Monument Capital Management | 0.09% | New | 11,026 | $439K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +431.7% | 10,985 | $437K |
| Nomura Holdings Inc. | 0.00% | New | 10,914 | $434K |
| Rockefeller Capital Management L.P. | 0.00% | Add +128.1% | 10,690 | $425K |
| TD Private Client Wealth LLC | 0.01% | Add +350.8% | 10,476 | $417K |
| Wealth Quarterback LLC | 0.13% | Reduce -5.0% | 10,227 | $407K |
| Jackson Thornton Wealth Management, LLC | 0.03% | New | 10,203 | $406K |
| World Investment Advisors | 0.01% | Reduce -0.1% | 10,958 | $404K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -28.3% | 10,075 | $401K |
| DoubleLine ETF Adviser LP | 0.17% | Reduce -15.1% | 10,066 | $400K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +30.4% | 9,846 | $392K |
| Norinchukin Bank, The | 0.00% | Reduce -3.0% | 9,795 | $390K |
| Marshall Wace, LLP | 0.00% | New | 9,625 | $383K |
| Panagora Asset Management Inc. | 0.00% | Add +4.2% | 9,232 | $367K |
| Ninety One UK Ltd | 0.00% | No change | 8,985 | $357K |
| Kestra Investment Management, LLC | 0.01% | Add +60.0% | 8,948 | $356K |
| Apollon Wealth Management, LLC | 0.00% | New | 8,925 | $355K |
| Daymark Wealth Partners, LLC | 0.01% | New | 8,923 | $355K |
| VestGen Advisors, LLC | 0.01% | Add +63.0% | 8,835 | $351K |
| NTV Asset Management LLC | 0.03% | Reduce -17.7% | 8,820 | $351K |
| Freestone Grove Partners LP | 0.00% | Reduce -89.1% | 8,744 | $348K |
| iA Global Asset Management Inc. | 0.00% | New | 8,719 | $347K |
| AssuredPartners Investment Advisors, LLC | 0.03% | Reduce -2.8% | 8,573 | $341K |
| Park Place Capital Corp | 0.05% | Add +431.4% | 8,195 | $326K |
| Nykredit A/S | 0.00% | — | 8,189 | $326K |
| Walleye Trading LLC | 0.00% | New | 8,169 | $325K |
| Capstone Wealth Management, LLC | 0.15% | New | 8,105 | $322K |
| Schroder Investment Management Group | 0.00% | Reduce -98.6% | 7,900 | $322K |
| RFG Advisory, LLC | 0.01% | Reduce -12.5% | 8,066 | $321K |
| Mission Wealth Management, LP | 0.00% | New | 7,930 | $315K |
| Brookwood Investment Group LLC | 0.04% | Reduce -0.3% | 7,792 | $310K |
| Curi Capital, LLC | 0.00% | New | 7,770 | $309K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -54.0% | 7,607 | $303K |
| DRW Securities, LLC | 0.02% | Reduce -59.1% | 7,557 | $301K |
| Shelton Capital Management | 0.01% | No change | 7,519 | $299K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +7.8% | 7,508 | $299K |
| United Capital Financial Advisors, LLC | 0.00% | New | 7,328 | $291K |
| Certuity, LLC | 0.01% | New | 7,296 | $290K |
| IFP Advisors, Inc | 0.01% | Add +182.6% | 7,292 | $290K |
| O'Brien Greene & Co. Inc | 0.08% | Add +15.6% | 7,286 | $290K |
| Alpine Woods Capital Investors, LLC | 0.06% | Reduce -11.3% | 7,232 | $288K |
| CIBC Asset Management Inc | 0.00% | No change | 7,133 | $284K |
| MML Investors Services, LLC | 0.00% | Reduce -67.3% | 7,131 | $284K |
| Crestwood Advisors Group, LLC | 0.00% | New | 7,019 | $279K |
| Sagewood Asset Management LP | 0.06% | Add +15.5% | 6,983 | $278K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +176.7% | 6,920 | $275K |
| Mattson Financial Services, LLC | 0.06% | Add +3.2% | 6,517 | $274K |
| Horizon Investments, LLC | 0.00% | Reduce -92.6% | 6,867 | $269K |
| KBC Group NV | 0.00% | No change | 6,747 | $268K |
| North Dakota State Investment Board | 0.01% | Add +1.7% | 6,732 | $268K |
| Twin Tree Management, LP | 0.04% | New | 6,706 | $267K |
| Impact Partnership Wealth, LLC | 0.03% | New | 6,662 | $265K |
| SYM FINANCIAL Corp | 0.02% | New | 6,544 | $260K |
| Brown Financial Advisors | 0.09% | Add +5.4% | 6,516 | $259K |
| Versant Capital Management, Inc | 0.02% | Reduce -0.1% | 6,271 | $249K |
| Caerus Investment Advisors, LLC | 0.08% | New | 6,260 | $249K |
| Inspire Advisors, LLC | 0.02% | Add +4.7% | 6,214 | $248K |
| Worth Venture Partners, LLC | 1.23% | No change | 6,200 | $247K |
| Coldstream Capital Management Inc. | 0.00% | New | 6,191 | $246K |
| Arkadios Wealth Advisors | 0.00% | Reduce -52.9% | 6,091 | $242K |
| Belpointe Asset Management LLC | 0.01% | Add +0.9% | 6,081 | $242K |
| EntryPoint Capital, LLC | 0.06% | No change | 6,068 | $241K |
| Grey Fox Wealth Advisors, LLC | 0.04% | No change | 5,989 | $238K |
| Wick Capital Partners, LLC | 0.04% | New | 5,955 | $237K |
| Sivia Capital Partners, LLC | 0.03% | New | 5,873 | $234K |
| Mainsail Asset Management, LLC | 0.09% | New | 5,550 | $232K |
| Kaizen Financial Strategies | 0.09% | Reduce -1.9% | 5,779 | $232K |
| FJ Capital Management LLC | 0.03% | Reduce -52.0% | 5,806 | $231K |
| Old National Bancorp | 0.00% | Reduce -41.6% | 5,801 | $231K |
| Papamarkou Wellner Asset Management inc. | 0.14% | Reduce -2.5% | 5,800 | $231K |
| Beese Fulmer Investment Management, Inc. | 0.01% | New | 5,721 | $228K |
| Jump Financial, LLC | 0.00% | Reduce -55.7% | 5,696 | $227K |
| Stonebrook Private Inc. | 0.04% | New | 5,647 | $225K |
| Rothschild Wealth LLC | 0.02% | New | 5,490 | $218K |
| Soltis Investment Advisors LLC | 0.01% | New | 5,480 | $218K |
| Fund Advisors of America Inc | 0.20% | New | 5,475 | $218K |
| AlphaGrep UK Ltd | 0.07% | Reduce -16.3% | 5,462 | $217K |
| Hardy Reed LLC | 0.01% | New | 5,453 | $217K |
| Summit Securities Group LLC | 0.04% | New | 5,424 | $216K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | New | 5,261 | $209K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +15.5% | 5,245 | $209K |
| US Bancorp \de | 0.00% | Reduce -37.4% | 5,222 | $208K |
| Renaissance Group LLC | 0.01% | New | 5,118 | $204K |
| GW Henssler & Associates Ltd. | 0.01% | New | 5,107 | $203K |
| Essential Partners LLC | 0.09% | Add +457.3% | 5,071 | $202K |
| Optas, LLC | 0.03% | New | 5,045 | $201K |
| Virtus Investment Advisers, LLC | 0.04% | Reduce -4.8% | 4,822 | $192K |
| Jones Financial Companies LLLP | 0.00% | Add +66.7% | 4,273 | $176K |
| Farther Finance Advisors, LLC | 0.00% | Add +56.0% | 4,413 | $176K |
| UMB Bank, n.a. | 0.00% | Add +12.6% | 4,109 | $163K |
| GAMMA Investing LLC | 0.01% | Add +25.9% | 3,547 | $141K |
| Signaturefd, LLC | 0.00% | Add +21.9% | 3,158 | $126K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 2,986 | $122K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -11.9% | 3,038 | $121K |
| FIL Ltd | 0.00% | Reduce -2.4% | 2,913 | $116K |
| Parallel Advisors, LLC | 0.00% | Reduce -23.9% | 2,801 | $111K |
| True Wealth Design, LLC | 0.03% | Add +336.2% | 2,687 | $107K |
| Larson Financial Group LLC | 0.00% | Add +125.4% | 2,484 | $99K |
| Chilton Capital Management LLC | 0.00% | New | 2,420 | $96K |
| Employees Retirement System of Texas | 0.00% | No change | 2,301 | $92K |
| Fifth Third Bancorp | 0.00% | Reduce -16.3% | 2,183 | $87K |
| SJS Investment Consulting Inc. | 0.01% | Add +73.3% | 1,974 | $79K |
| Quent Capital, LLC | 0.00% | Add +233.9% | 1,753 | $70K |
| Clearstead Advisors, LLC | 0.00% | Add +2778.2% | 1,583 | $63K |
| Global Retirement Partners, LLC | 0.00% | — | 1,516 | $60K |
| Elevation Wealth Partners, LLC | 0.02% | Add +38.1% | 1,417 | $56K |
| Simplex Trading, LLC | 0.00% | New | 1,307 | $52K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 951 | $38K |
| Parkside Financial Bank & Trust | 0.00% | Add +143.2% | 941 | $37K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -80.0% | 937 | $37K |
| Basecamp Wealth Advisors LLC | 0.01% | Add +22.4% | 775 | $31K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 753 | $30K |
| Peregrine Capital Management LLC | 0.00% | Add +135.5% | 730 | $29K |
| Wiser Advisor Group LLC | 0.03% | Add +1.4% | 712 | $28K |
| Assetmark, Inc. | 0.00% | Add +9.2% | 662 | $26K |
| Bessemer Group Inc. | 0.00% | No change | 569 | $23K |
| Fulcrum Asset Management LLP | 0.00% | No change | 548 | $22K |
| Heritage Wealth Advisors | 0.00% | No change | 560 | $22K |
| V-Square Quantitative Management LLC | 0.00% | New | 537 | $21K |
| First Bancorp, Inc | 0.01% | New | 500 | $20K |
| Stone House Investment Management, LLC | 0.00% | Add +62.7% | 493 | $20K |
| Private Trust Co. NA | 0.00% | No change | 478 | $19K |
| Mather Group, Llc. | 0.00% | No change | 476 | $19K |
| Bank of New Hampshire | 0.00% | No change | 415 | $17K |
| Danske Bank A/S | 0.00% | No change | 400 | $16K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 360 | $14K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +3.5% | 360 | $14K |
| Activest Wealth Management | 0.00% | Add +0.0% | 336 | $13K |
| CX Institutional | 0.00% | Add +1817.7% | 326 | $13K |
| Spire Wealth Management | 0.00% | No change | 300 | $12K |
| Rossby Financial, LCC | 0.00% | Add +6.5% | 278 | $11K |
| Smartleaf Asset Management LLC | 0.00% | No change | 257 | $10K |
| IMA Advisory Services, Inc. | 0.00% | New | 250 | $10K |
| CENTRAL TRUST Co | 0.00% | Reduce -4.7% | 245 | $10K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 237 | $10K |
| Meeder Asset Management Inc. | 0.00% | New | 212 | $8K |
| Gould Capital, LLC | 0.00% | No change | 200 | $8K |
| Triumph Capital Management | 0.00% | Reduce -50.0% | 200 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 197 | $8K |
| Roxbury Financial LLC | 0.01% | Add +1.1% | 191 | $8K |
| Owl Creek Wealth Partners LLC | 0.00% | No change | 190 | $8K |
| Creative Financial Designs Inc. | 0.00% | Add +1.1% | 188 | $7K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 166 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 160 | $6K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -6.6% | 156 | $6K |
| Covestor Ltd | 0.00% | Add +0.6% | 159 | $6K |
| Marshall Investment Management, LLC | 0.00% | New | 136 | $5K |
| Harbour Investments, Inc. | 0.00% | No change | 135 | $5K |
| Salomon & Ludwin, LLC | 0.00% | No change | 131 | $5K |
| JPL Wealth Management, LLC | 0.00% | Add +223.7% | 123 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Add +21.7% | 112 | $5K |
| MTM Investment Management, LLC | 0.00% | No change | 104 | $4K |
| Asset Planning,Inc | 0.00% | No change | 100 | $4K |
| Chung Wu Investment Group, LLC | 0.00% | No change | 100 | $4K |
| Archer Investment Corp | 0.00% | No change | 80 | $3K |
| Continuum Advisory, LLC | 0.00% | New | 70 | $3K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 68 | $3K |
| Ares Financial Consulting, LLC | 0.00% | No change | 66 | $3K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 65 | $3K |
| Cromwell Holdings LLC | 0.00% | Add +68.4% | 64 | $3K |
| Rialto Wealth Management, LLC | 0.00% | Add +27.7% | 60 | $2K |
| First Horizon Corp. | 0.00% | Reduce -16.9% | 59 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +2700.0% | 56 | $2K |
| WPG Advisers, LLC | 0.00% | New | 51 | $2K |
| Institute for Wealth Management, LLC. | 0.00% | New | 49 | $2K |
| Allied Private Wealth LLC | 0.00% | — | 36 | $1K |
| Cornerstone Financial Management LLC | 0.00% | No change | 28 | $1K |
| Dogwood Wealth Management LLC | 0.00% | No change | 28 | $1K |
| Kilter Group LLC | 0.00% | No change | 28 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -3.7% | 26 | $1K |
| Avion Wealth | 0.00% | No change | 27 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 20 | $1K |
| Sachetta, LLC | 0.00% | No change | 22 | $875 |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 21 | $835 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 21 | $835 |
| LRI Investments, LLC | 0.00% | No change | 20 | $795 |
| Private Wealth Management Group, LLC | 0.00% | No change | 16 | $637 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 16 | $636 |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 15 | $597 |
| TFC Financial Management, Inc. | 0.00% | No change | 15 | $597 |
| North Star Investment Management Corp. | 0.00% | No change | 14 | $557 |
| Dunhill Financial, LLC | 0.00% | No change | 13 | $532 |
| SouthState Bank Corp | 0.00% | Reduce -89.3% | 13 | $518 |
| Highline Wealth Partners LLC | 0.00% | New | 13 | $517 |
| Planning Strategies Inc. | 0.00% | — | 9 | $358 |
| Quaker Wealth Management, LLC | 0.00% | No change | 8 | $319 |
| American Capital Advisory, LLC | 0.00% | No change | 5 | $199 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 4 | $159 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 1 | $40 |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 1 | $40 |
"% of holder's portfolio" is CUBE's weight in each manager's 13F, not the share of Cubesmart the manager owns.