CubeSmart (CUBE) — Institutional Holders, Q2 2026 (page 5)
520 institutional investment managers reported a CUBE position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $9.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 500. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CUBE 13F holders ranked 401–500 of 520
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Sentinus#401 · 5,490 sh | 5,490 | $218.3K | 0.02% | New |
| 402 | Soltis Investment Advisors#402 · 5,480 sh | 5,480 | $217.9K | 0.01% | New |
| 403 | Fund Advisors of America#403 · 5,475 sh | 5,475 | $217.7K | 0.20% | New |
| 404 | AlphaGrep UK Ltd#404 · 5,462 sh | 5,462 | $217.2K | 0.06% | -16.3% |
| 405 | Hardy Reed#405 · 5,453 sh | 5,453 | $216.9K | 0.01% | New |
| 406 | SUMMIT SECURITIES GROUP#406 · 5,424 sh | 5,424 | $215.7K | 0.02% | New |
| 407 | Meiji Yasuda Asset Management Ltd.#407 · 5,261 sh | 5,261 | $209.2K | <0.01% | New |
| 408 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#408 · 5,245 sh | 5,245 | $208.6K | <0.01% | +15.5% |
| 409 | US BANCORP \DE\#409 · 5,222 sh | 5,222 | $207.7K | <0.01% | -37.4% |
| 410 | RENAISSANCE GROUP#410 · 5,118 sh | 5,118 | $203.5K | <0.01% | New |
| 411 | GW HENSSLER & ASSOCIATES LTD#411 · 5,107 sh | 5,107 | $203.1K | — | New |
| 412 | Essential Partners#412 · 5,071 sh | 5,071 | $201.7K | — | +457.3% |
| 413 | Optas#413 · 5,045 sh | 5,045 | $200.6K | 0.03% | New |
| 414 | Virtus Investment Advisers#414 · 4,822 sh | 4,822 | $191.8K | 0.04% | -4.9% |
| 415 | JONES FINANCIAL COMPANIES LLLP#415 · 4,273 sh | 4,273 | $176.4K | <0.01% | +66.7% |
| 416 | Farther Finance Advisors#416 · 4,413 sh | 4,413 | $176.2K | — | +56.0% |
| 417 | UMB Bank, n.a.#417 · 4,109 sh | 4,109 | $163.4K | <0.01% | +12.6% |
| 418 | GAMMA Investing#418 · 3,547 sh | 3,547 | $141.1K | — | +25.9% |
| 419 | SIGNATUREFD#419 · 3,158 sh | 3,158 | $125.6K | — | +21.9% |
| 420 | Eurizon Capital SGR S.p.A.#420 · 2,986 sh | 2,986 | $121.6K | <0.01% | 0.0% |
| 421 | GF FUND MANAGEMENT LTD.#421 · 3,038 sh | 3,038 | $120.8K | — | -11.9% |
| 422 | FIL Ltd#422 · 2,913 sh | 2,913 | $115.8K | <0.01% | -2.3% |
| 423 | Parallel Advisors#423 · 2,801 sh | 2,801 | $111.4K | <0.01% | -23.9% |
| 424 | True Wealth Design#424 · 2,687 sh | 2,687 | $106.9K | — | +336.2% |
| 425 | Larson Financial Group#425 · 2,484 sh | 2,484 | $98.8K | <0.01% | +125.4% |
| 426 | CHILTON CAPITAL MANAGEMENT#426 · 2,420 sh | 2,420 | $96.2K | <0.01% | New |
| 427 | Employees Retirement System of Texas#427 · 2,301 sh | 2,301 | $92.0K | <0.01% | 0.0% |
| 428 | FIFTH THIRD BANCORP#428 · 2,183 sh | 2,183 | $86.8K | <0.01% | -16.3% |
| 429 | SJS Investment Consulting#429 · 1,974 sh | 1,974 | $78.5K | — | +73.3% |
| 430 | Parkside Financial Bank#430 · 1,882 sh | 1,882 | $74.8K | — | +386.3% |
| 431 | Quent Capital#431 · 1,753 sh | 1,753 | $69.7K | <0.01% | +233.9% |
| 432 | Clearstead Advisors#432 · 1,583 sh | 1,583 | $63.0K | <0.01% | +2778.2% |
| 433 | Global Retirement Partners#433 · 1,516 sh | 1,516 | $60.3K | <0.01% | — |
| 434 | ZRC WEALTH MANAGEMENT#434 · 1,417 sh | 1,417 | $56.4K | — | +38.1% |
| 435 | SIMPLEX TRADING#435 · 1,307 sh | 1,307 | $52.0K | 0.00% | New |
| 436 | CARY STREET PARTNERS INVESTMENT ADVISORY#436 · 951 sh | 951 | $37.8K | <0.01% | New |
| 437 | Mirae Asset Global Investments , Ltd.#437 · 937 sh | 937 | $37.3K | <0.01% | -80.0% |
| 438 | Basecamp Wealth Advisors#438 · 775 sh | 775 | $30.8K | <0.01% | +22.4% |
| 439 | Wealth Enhancement Services#439 · 753 sh | 753 | $29.9K | — | New |
| 440 | PEREGRINE CAPITAL MANAGEMENT#440 · 730 sh | 730 | $29.0K | <0.01% | +135.5% |
| 441 | Wiser Advisor Group#441 · 712 sh | 712 | $28.3K | 0.03% | +1.4% |
| 442 | ASSETMARK#442 · 662 sh | 662 | $26.3K | — | +9.2% |
| 443 | BESSEMER GROUP#443 · 569 sh | 569 | $23.0K | 0.00% | 0.0% |
| 444 | Fulcrum Asset Management LLP#444 · 548 sh | 548 | $22.3K | <0.01% | 0.0% |
| 445 | Heritage Wealth Advisors#445 · 560 sh | 560 | $22.3K | <0.01% | 0.0% |
| 446 | V-Square Quantitative Management#446 · 537 sh | 537 | $21.4K | — | New |
| 447 | First Bancorp#447 · 500 sh | 500 | $19.9K | — | New |
| 448 | Stone House Investment Management#448 · 493 sh | 493 | $19.6K | — | +62.7% |
| 449 | PRIVATE NA#449 · 478 sh | 478 | $19.0K | — | 0.0% |
| 450 | MATHER GROUP#450 · 476 sh | 476 | $18.9K | — | 0.0% |
| 451 | Bank of New Hampshire#451 · 415 sh | 415 | $16.5K | — | 0.0% |
| 452 | DANSKE BANK A/S#452 · 400 sh | 400 | $15.9K | 0.00% | 0.0% |
| 453 | HHM Wealth Advisors#453 · 360 sh | 360 | $14.3K | <0.01% | 0.0% |
| 454 | MassMutual Private Wealth & , FSB#454 · 360 sh | 360 | $14.3K | — | +3.4% |
| 455 | Activest Wealth Management#455 · 336 sh | 336 | $13.4K | — | New |
| 456 | CX Institutional#456 · 326 sh | 326 | $13.0K | — | +1817.6% |
| 457 | Spire Wealth Management#457 · 300 sh | 300 | $11.9K | <0.01% | 0.0% |
| 458 | Rossby Financial, LCC#458 · 278 sh | 278 | $11.1K | <0.01% | +6.5% |
| 459 | Smartleaf Asset Management#459 · 257 sh | 257 | $10.5K | <0.01% | 0.0% |
| 460 | TrueNorth#460 · 250 sh | 250 | $9.9K | <0.01% | New |
| 461 | CENTRAL#461 · 245 sh | 245 | $9.7K | <0.01% | -4.7% |
| 462 | WHITTIER OF NEVADA#462 · 237 sh | 237 | $9.7K | <0.01% | 0.0% |
| 463 | MEEDER ASSET MANAGEMENT#463 · 212 sh | 212 | $8.4K | <0.01% | New |
| 464 | Triumph Capital Management#464 · 200 sh | 200 | $8.0K | — | -50.0% |
| 465 | Gould Capital#465 · 200 sh | 200 | $8.0K | <0.01% | 0.0% |
| 466 | FARMERS & MERCHANTS INVESTMENTS#466 · 197 sh | 197 | $7.8K | — | 0.0% |
| 467 | Roxbury Financial#467 · 191 sh | 191 | $7.6K | — | +1.1% |
| 468 | Owl Creek Wealth Partners#468 · 190 sh | 190 | $7.6K | — | 0.0% |
| 469 | CREATIVE FINANCIAL DESIGNS#469 · 188 sh | 188 | $7.5K | <0.01% | +1.1% |
| 470 | Jackson, Grant Investment Advisers#470 · 166 sh | 166 | $6.6K | <0.01% | 0.0% |
| 471 | Bell Investment Advisors#471 · 160 sh | 160 | $6.4K | <0.01% | 0.0% |
| 472 | Physician Wealth Advisors#472 · 156 sh | 156 | $6.2K | — | -6.6% |
| 473 | Covestor Ltd#473 · 159 sh | 159 | $6.0K | <0.01% | +0.6% |
| 474 | MARSHALL INVESTMENT MANAGEMENT#474 · 136 sh | 136 | $5.4K | <0.01% | New |
| 475 | HARBOUR INVESTMENTS#475 · 135 sh | 135 | $5.4K | <0.01% | 0.0% |
| 476 | Salomon & Ludwin#476 · 131 sh | 131 | $5.3K | <0.01% | 0.0% |
| 477 | JPL Wealth Management#477 · 123 sh | 123 | $4.9K | <0.01% | +223.7% |
| 478 | Cornerstone Planning Group#478 · 112 sh | 112 | $4.6K | — | +21.7% |
| 479 | MTM Investment Management#479 · 104 sh | 104 | $4.1K | <0.01% | 0.0% |
| 480 | Asset Planning#480 · 100 sh | 100 | $4.0K | — | 0.0% |
| 481 | Chung Wu Investment Group#481 · 100 sh | 100 | $4.0K | <0.01% | 0.0% |
| 482 | Archer Investment#482 · 80 sh | 80 | $3.2K | <0.01% | 0.0% |
| 483 | Continuum Advisory#483 · 70 sh | 70 | $2.8K | <0.01% | New |
| 484 | Silver Grove Financial Group#484 · 68 sh | 68 | $2.7K | <0.01% | New |
| 485 | Ares Financial Consulting#485 · 66 sh | 66 | $2.6K | — | 0.0% |
| 486 | MJT & Associates Financial Advisory Group#486 · 65 sh | 65 | $2.6K | — | 0.0% |
| 487 | Cromwell#487 · 64 sh | 64 | $2.5K | <0.01% | +68.4% |
| 488 | Rialto Wealth Management#488 · 60 sh | 60 | $2.4K | <0.01% | +27.7% |
| 489 | FIRST HORIZON NATIONAL#489 · 59 sh | 59 | $2.3K | — | -16.9% |
| 490 | Principia Wealth Advisory#490 · 56 sh | 56 | $2.2K | <0.01% | +2700.0% |
| 491 | James T. Borello RIA#491 · 55 sh | 55 | $2.2K | — | 0.0% |
| 492 | WPG Advisers#492 · 51 sh | 51 | $2.0K | <0.01% | New |
| 493 | Institute for Wealth Management#493 · 49 sh | 49 | $2.0K | <0.01% | New |
| 494 | Allied Private Wealth#494 · 36 sh | 36 | $1.4K | <0.01% | — |
| 495 | Dogwood Wealth Management#495 · 28 sh | 28 | $1.1K | <0.01% | 0.0% |
| 496 | Kilter Group#496 · 28 sh | 28 | $1.1K | <0.01% | 0.0% |
| 497 | Cornerstone Financial Management#497 · 28 sh | 28 | $1.1K | <0.01% | 0.0% |
| 498 | Keating Financial Advisory Services#498 · 26 sh | 26 | $1.0K | <0.01% | -3.7% |
| 499 | Capital Advisors, Ltd.#499 · 20 sh | 20 | $1.0K | <0.01% | 0.0% |
| 500 | Avion Wealth#500 · 27 sh | 27 | $1.0K | <0.01% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.