CUBA (CUBA) Institutional Ownership Changes & 13F Activity
CUBA. Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Thomas J. Herzfeld Advisors, Inc., Envestnet Asset Management Inc, Choreo, Llc, Osaic Holdings, Inc., and Hunting Hill Global Capital, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Corient Private Wealth Llc | Buy | +27,619 | — | 27,619 | $61.31K | Q4 2025 | Feb 19, 2026 |
| Osaic Holdings, Inc. | Buy | +55,888 | — | 55,888 | $124.05K | Q4 2025 | Feb 17, 2026 |
| Hunting Hill Global Capital, Llc | Buy | +40,401 | — | 40,401 | $89.69K | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +24,598 | — | 24,598 | $54.61K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +4,087 | — | 4,087 | $9.00K | Q4 2025 | Feb 17, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Buy | +5,841,928 | — | 5,841,928 | $12.97M | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +20,638 | — | 20,638 | $45.82K | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +10,563 | — | 10,563 | $23.45K | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +1 | — | 1 | $2.00 | Q4 2025 | Feb 13, 2026 |
| Jpmorgan Chase & Co | Buy | +2,867 | — | 2,867 | $6.37K | Q4 2025 | Feb 11, 2026 |
| Envestnet Asset Management Inc | Buy | +2,170,290 | — | 2,170,290 | $4.82M | Q4 2025 | Feb 10, 2026 |
| Blue Bell Private Wealth Management, Llc | Buy | +39,132 | — | 39,132 | $86.87K | Q4 2025 | Feb 09, 2026 |
| International Assets Investment Management, Llc | Buy | +20,021 | — | 20,021 | $44.45K | Q4 2025 | Feb 03, 2026 |
| Choreo, Llc | Buy | +417,489 | — | 417,489 | $1.11M | Q4 2025 | Jan 23, 2026 |
| Corecap Advisors, Llc | Buy | +222 | — | 222 | $493.00 | Q4 2025 | Jan 13, 2026 |
Frequently asked questions about CUBA activity
Which institutional owners are buying CUBA?
Institutional owners buying CUBA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CUBA activity?
"Buy" means an investor increased their reported position in CUBA compared to the prior reporting period. This reflects growing exposure to CUBA rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CUBA increasing?
Institutional interest in CUBA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.