Filing Research | CUBE - CUBESMART Institutional Holdings

Snapshot holdings

50 / 89 loaded

#		Instrument	quantity
1	Boston Trust Walden Corp	Shares	984.2KSH	$39.1M
2	Robeco Institutional Asset Management B.V.	Shares	270.5KSH	$10.8M
3	GATEWAY INVESTMENT ADVISERS LLC	Shares	262.9KSH	$10.5M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	244.3KSH	$9.1M
5	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	223.1KSH	$8.9M
6	EXCHANGE TRADED CONCEPTS, LLC	Shares	131.8KSH	$5.2M
7	Police & Firemen's Retirement System of New Jersey	Shares	101.2KSH	$4.0M
8	Y-Intercept (Hong Kong) Ltd	Shares	84.3KSH	$3.4M
9	Sequoia Financial Advisors, LLC	Shares	82.8KSH	$3.3M
10	Gradient Investments LLC	Shares	75.4KSH	$3.0M
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	70.3KSH	$2.8M
12	Louisiana State Employees Retirement System	Shares	66.3KSH	$2.6M
13	D.A. DAVIDSON & CO.	Shares	62.5KSH	$2.5M
14	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	53.0KSH	$2.1M
15	Merit Financial Group, LLC	Shares	47.8KSH	$1.9M
16	NAPLES GLOBAL ADVISORS, LLC	Shares	43.2KSH	$1.7M
17	IFM Investors Pty Ltd	Shares	37.1KSH	$1.5M
18	Red Door Wealth Management, LLC	Shares	30.0KSH	$1.2M
19	Drucker Wealth 3.0, LLC	Shares	29.8KSH	$1.2M
20	Empire Life Investments Inc.	Shares	28.3KSH	$1.1M
21	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	24.1KSH	$957.9K
22	Perpetual Ltd	Shares	24.0KSH	$953.2K
23	Miller Global Investments, LLC	Shares	23.9KSH	$950.4K
24	CARY STREET PARTNERS FINANCIAL LLC	Shares	21.0KSH	$834.3K
25	NorthCrest Asset Manangement, LLC	Shares	18.0KSH	$718.2K
26	SECURIAN ASSET MANAGEMENT, INC	Shares	16.7KSH	$699.4K
27	CoreCap Advisors, LLC	Shares	17.0KSH	$674.9K
28	Crossmark Global Holdings, Inc.	Shares	16.5KSH	$656.6K
29	Vanderbilt University	Shares	15.6KSH	$621.6K
30	Hennion & Walsh Asset Management, Inc.	Shares	15.3KSH	$609.1K
31	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	14.2KSH	$564.7K
32	WADDELL & ASSOCIATES, LLC	Shares	12.7KSH	$506.7K
33	Abel Hall, LLC	Shares	11.4KSH	$454.9K
34	Monument Capital Management	Shares	11.0KSH	$438.5K
35	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	9.8KSH	$391.6K
36	Ninety One UK Ltd	Shares	9.0KSH	$357.3K
37	Apollon Wealth Management, LLC	Shares	8.9KSH	$354.9K
38	Capstone Wealth Management, LLC	Shares	8.1KSH	$322.3K
39	RFG Advisory, LLC	Shares	8.1KSH	$320.8K
40	MISSION WEALTH MANAGEMENT, LP	Shares	7.9KSH	$315.4K
41	Brookwood Investment Group LLC	Shares	7.8KSH	$309.9K
42	Fifth Third Wealth Advisors LLC	Shares	7.5KSH	$298.6K
43	IFP Advisors, Inc	Shares	7.3KSH	$290.0K
44	EverSource Wealth Advisors, LLC	Shares	6.9KSH	$275.2K
45	Versant Capital Management, Inc	Shares	6.3KSH	$249.4K
46	Grey Fox Wealth Advisors, LLC	Shares	6.0KSH	$238.2K
47	Sivia Capital Partners, LLC	Shares	5.9KSH	$233.6K
48	OLD NATIONAL BANCORP /IN/	Shares	5.8KSH	$230.7K
49	Optas, LLC	Shares	5.0KSH	$200.6K
50	Farther Finance Advisors, LLC	Shares	4.4KSH	$176.2K

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Manager changes2026-06-30 vs 2026-03-31

50 / 97 loaded

#		Instrument
1	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+107.5K	+$4.8M	$10.5M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+119.9K	+$4.5M	$9.1M
3	Boston Trust Walden Corp added	Shares	+3.2K	+$3.2M	$39.1M
4	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+63.0K	+$3.0M	$8.9M
5	Robeco Institutional Asset Management B.V. added	Shares	+38.0K	+$2.2M	$10.8M
6	Merit Financial Group, LLC added	Shares	+24.8K	+$1.1M	$1.9M
7	D.A. DAVIDSON & CO. added	Shares	+17.8K	+$848.8K	$2.5M
8	CARY STREET PARTNERS FINANCIAL LLC new	Shares	+21.0K	+$834.3K	$834.3K
9	NorthCrest Asset Manangement, LLC new	Shares	+18.0K	+$718.2K	$718.2K
10	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+15.8K	+$653.7K	$957.9K
11	Gradient Investments LLC added	Shares	+9.3K	+$577.6K	$3.0M
12	Police & Firemen's Retirement System of New Jersey added	Shares	+4.9K	+$496.7K	$4.0M
13	Monument Capital Management new	Shares	+11.0K	+$438.5K	$438.5K
14	Sequoia Financial Advisors, LLC added	Shares	+4.3K	+$415.4K	$3.3M
15	Apollon Wealth Management, LLC new	Shares	+8.9K	+$354.9K	$354.9K
16	Capstone Wealth Management, LLC new	Shares	+8.1K	+$322.3K	$322.3K
17	MISSION WEALTH MANAGEMENT, LP new	Shares	+7.9K	+$315.4K	$315.4K
18	WADDELL & ASSOCIATES, LLC added	Shares	+7.0K	+$297.7K	$506.7K
19	Sivia Capital Partners, LLC new	Shares	+5.9K	+$233.6K	$233.6K
20	Louisiana State Employees Retirement System added	Shares	+200	+$214.2K	$2.6M
21	Optas, LLC new	Shares	+5.0K	+$200.6K	$200.6K
22	NAPLES GLOBAL ADVISORS, LLC added	Shares	+1.7K	+$198.1K	$1.7M
23	IFP Advisors, Inc added	Shares	+4.7K	+$195.4K	$290.0K
24	Perpetual Ltd added	Shares	+3.2K	+$193.2K	$953.2K
25	EverSource Wealth Advisors, LLC added	Shares	+4.4K	+$183.5K	$275.2K
26	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$165.4K	$2.1M
27	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+2.3K	+$114.9K	$391.6K
28	IFM Investors Pty Ltd trimmed	Shares	-100	+$112.2K	$1.5M
29	Drucker Wealth 3.0, LLC added	Shares	+110	+$96.9K	$1.2M
30	Empire Life Investments Inc. added	Shares	+97	+$95.2K	$1.1M
31	Red Door Wealth Management, LLC unchanged	Shares	0	+$93.6K	$1.2M
32	True Wealth Design, LLC added	Shares	+2.1K	+$84.3K	$106.9K
33	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-111	+$83.4K	$699.4K
34	Miller Global Investments, LLC unchanged	Shares	0	+$74.6K	$950.4K
35	Farther Finance Advisors, LLC added	Shares	+1.6K	+$72.9K	$176.2K
36	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-4.2K	+$64.9K	$2.8M
37	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$51.5K	$656.6K
38	Fifth Third Wealth Advisors LLC added	Shares	+544	+$43.4K	$298.6K
39	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-131	+$43.0K	$609.1K
40	CARY STREET PARTNERS INVESTMENT ADVISORY LLC new	Shares	+951	+$37.8K	$37.8K
41	GAMMA Investing LLC added	Shares	+730	+$37.8K	$141.1K
42	Abel Hall, LLC added	Shares	+42	+$37.2K	$454.9K
43	SJS Investment Consulting Inc. added	Shares	+835	+$36.8K	$78.5K
44	SIGNATUREFD, LLC added	Shares	+567	+$30.6K	$125.6K
45	Wealth Enhancement Trust Services, Inc. new	Shares	+753	+$29.9K	$29.9K
46	Ninety One UK Ltd unchanged	Shares	0	+$28.0K	$357.3K
47	Brookwood Investment Group LLC trimmed	Shares	-25	+$23.4K	$309.9K
48	Versant Capital Management, Inc trimmed	Shares	-7	+$19.3K	$249.4K
49	ELEVATION WEALTH PARTNERS, LLC added	Shares	+391	+$18.8K	$56.4K
50	Grey Fox Wealth Advisors, LLC unchanged	Shares	0	+$18.7K	$238.2K

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