Signals

CUBE

654 in-universe funds with a nonzero position in CUBE within the trailing 4 quarters, as of 2026Q2

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-09-14 8-K Item(s) 2.02, 7.01, 9.01
2026-07-31 8-K Item(s) 2.02, 7.01, 9.01
2026-06-24 8-K Item(s) 1.01, 2.03, 9.01
2026-06-01 8-K Item(s) 2.02, 7.01, 9.01
2026-05-19 8-K Item(s) 5.07
2026-05-14 8-K Item(s) 2.02, 7.01, 9.01
2026-05-04 8-K Item(s) 2.02, 7.01, 9.01
2026-05-01 8-K Item(s) 2.02, 7.01, 9.01
2026-03-02 8-K Item(s) 9.01
2026-03-02 8-K Item(s) 2.02, 7.01, 9.01
2026-03-02 Ownership Dilution filing by CubeSmart (424B5)
2025-08-12 Ownership Dilution filing by CubeSmart (424B5)
2025-08-11 Ownership Dilution filing by CubeSmart (424B5)
2025-03-03 Ownership Dilution filing by CubeSmart (424B5)
2023-03-03 Ownership Dilution filing by CubeSmart (424B5)
2021-11-22 Ownership Dilution filing by CubeSmart (424B5)
2021-11-18 Ownership Dilution filing by CubeSmart (424B5)
2021-11-18 Ownership Dilution filing by CubeSmart (424B5)
2021-11-15 Ownership Dilution filing by CubeSmart (424B5)
2020-10-01 Ownership Dilution filing by CubeSmart (424B5)

Flow ranking

Rank#1138
Score / z0.054 / 0.05
Consensus192.47 over 337 funds
Momentumnot computed

Price & positioning

224 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 2
FiledFormItems
2026-09-14 8-K 2.02, 7.01, 9.01
2026-07-31 8-K 2.02, 7.01, 9.01
2026-06-24 8-K 1.01, 2.03, 9.01
2026-06-01 8-K 2.02, 7.01, 9.01
2026-05-19 8-K 5.07
2026-05-14 8-K 2.02, 7.01, 9.01
2026-05-04 8-K 2.02, 7.01, 9.01
2026-05-01 8-K 2.02, 7.01, 9.01
2026-03-02 8-K 9.01
2026-03-02 8-K 2.02, 7.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2026-03-02 424B5 CubeSmart
2025-08-12 424B5 CubeSmart
2025-08-11 424B5 CubeSmart
2025-03-03 424B5 CubeSmart
2023-03-03 424B5 CubeSmart
2021-11-22 424B5 CubeSmart
2021-11-18 424B5 CubeSmart
2021-11-18 424B5 CubeSmart
2021-11-15 424B5 CubeSmart
2020-10-01 424B5 CubeSmart
Showing the 10 most recent.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,349.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 775.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 486.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 439.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 407.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 298.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 289.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 288.5 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 189.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 149.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC CIK 0001033984 0.658 101 133.6 1.9% 5 +0.2 pp +0.0 pp -0.1 pp +0.3 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 133.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 133.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 128.8 1.2% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 107.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 97.4 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 96.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC CIK 0001085601 0.755 44 93.2 3.3% 5 +1.4 pp +1.8 pp +1.6 pp +2.0 pp
AEW CAPITAL MANAGEMENT L P CIK 0001046187 0.864 39 91.2 5.4% 5 -0.2 pp +5.4 pp +5.1 pp +4.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 83.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 82.0 0.2% 5 -0.0 pp -0.2 pp -0.3 pp -0.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 74.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 73.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 69.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 68.6 0.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 65.3 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 61.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 58.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 56.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 47.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 47.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 46.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 45.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 40.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Trust Walden Corp CIK 0001534866 0.673 396 39.1 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 35.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 34.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 32.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 32.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 31.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 29.2 0.1% 5 -0.0 pp +0.1 pp -0.1 pp -0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 28.5 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Vision Capital Corp CIK 0001764403 0.186 13 27.7 12.8% 3 +2.5 pp +1.9 pp +12.8 pp +12.8 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 26.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 26.7 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
CENTERSQUARE INVESTMENT MANAGEMENT LLC CIK 0001725296 0.917 80 25.8 0.2% 2 -0.4 pp +0.2 pp +0.2 pp -1.0 pp
Hazelview Securities Inc. CIK 0001705265 0.333 83 25.3 3.5% 5 +0.1 pp +0.1 pp -0.9 pp -0.3 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 24.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 23.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 23.7 0.4% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 23.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
APG Asset Management US Inc. CIK 0001323255 0.969 61 22.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
HEITMAN REAL ESTATE SECURITIES LLC CIK 0001080117 0.456 57 22.2 1.4% 5 -0.0 pp -0.7 pp -0.3 pp +0.4 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 22.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 20.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 20.1 0.1% 1 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
PACIFIC HEIGHTS ASSET MANAGEMENT LLC CIK 0001323414 0.720 77 19.9 0.6% 4 +0.1 pp +0.0 pp +0.1 pp +0.6 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 19.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 18.9 0.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 18.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
Swiss National Bank CIK 0001582202 0.961 2301 18.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 17.7 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 16.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 16.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CAPITOLIS LIQUID GLOBAL MARKETS LLC CIK 0002094379 0.370 320 16.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 16.1 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Lightrock Netherlands B.V. CIK 0002041485 0.383 36 15.9 3.1% 5 +0.5 pp +0.6 pp +1.4 pp +1.2 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 14.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 14.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 14.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 13.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 13.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 13.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 13.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 13.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 12.9 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 12.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 12.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 11.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PGGM Investments CIK 0001472190 0.327 59 11.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 11.4 0.3% 1 +0.3 pp +0.3 pp +0.1 pp +0.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 11.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 11.0 0.3% 5 -0.0 pp +0.1 pp +0.1 pp -0.1 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 10.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 10.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 10.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 10.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 9.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 9.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 9.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 9.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 9.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 9.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 8.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 8.8 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 7.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 7.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 7.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 7.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 7.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 7.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sophron Capital Management L.P. CIK 0002027142 0.113 43 7.3 2.3% 5 -0.4 pp +0.2 pp +0.1 pp +0.4 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 7.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 6.8 0.0% 4 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 6.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 6.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 6.6 0.0% 5 +0.0 pp +0.0 pp -0.3 pp -0.4 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 6.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 6.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 5.6 0.1% 5 +0.0 pp +0.0 pp +0.1 pp -0.1 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 5.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 5.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 5.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 5.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 5.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 5.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 5.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
GSI Capital Advisors LLC CIK 0001391974 0.275 29 4.9 2.3% 2 -0.1 pp +2.3 pp +2.3 pp -1.5 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 4.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Investment Management Corp of Ontario CIK 0001811568 0.687 657 4.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 4.5 0.0% 7 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LANDMARK INVESTMENT PARTNERS, L.P. CIK 0002023551 0.025 21 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PROSPECTOR PARTNERS LLC CIK 0001080380 0.000 16 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.4 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
LECAP ASSET MANAGEMENT LTD CIK 0001990849 0.000 254 0.0 0.0% 0 +0.0 pp -0.5 pp -0.2 pp +0.0 pp
K2 PRINCIPAL FUND, L.P. CIK 0001461790 0.023 416 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Long Pond Capital, LP CIK 0001499066 0.162 30 0.0 0.0% 0 -1.6 pp -1.5 pp +0.0 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SYNTAX RESEARCH, INC. CIK 0001999827 0.077 179 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
B&I Capital AG CIK 0001843527 0.000 28 0.0 0.0% 0 +0.0 pp -3.1 pp -3.9 pp -4.0 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairtree Asset Management (Pty) Ltd CIK 0002059365 0.246 96 0.0 0.0% 0 +0.0 pp -0.3 pp -0.5 pp -0.6 pp
Mirador Capital Partners LP CIK 0001633446 0.360 216 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just CUBE). Qtrs Held counts distinct quarters this fund has actually held CUBE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUBE position size. Δ columns are the percentage-point change in CUBE's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status