Undivided Beneficial Interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 27.35 M | $613.49 M | -35.29% | 5.41% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 25.09 M | $562.75 M | -26.04% | 4.24% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 12.36 M | $277.19 M | 104.98% | 2.09% |
| JANE STREET GROUP, LLC | 02/12/2026 | 10.42 M | $233.83 M | 135.76% | 2.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 10.24 M | $229.57 M | -37.63% | 1.73% |
| CAPULA MANAGEMENT LTD | 02/13/2026 | 9.23 M | $206.97 M | 4.05% | 1.56% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 9.06 M | $203.31 M | 27.00% | 1.53% |
| JANE STREET GROUP, LLC | 02/12/2026 | 7.56 M | $169.59 M | 4.67% | 1.49% |
| CITADEL ADVISORS LLC | 02/17/2026 | 8.69 M | $194.92 M | -35.72% | 1.47% |
| CITADEL ADVISORS LLC | 02/17/2026 | 8.16 M | $183.01 M | 18.88% | 1.38% |
| SCHONFELD STRATEGIC ADVISORS LLC | 02/17/2026 | 7.27 M | $163.17 M | -32.09% | 1.21% |
| JANE STREET GROUP, LLC | 02/12/2026 | 5.95 M | $133.42 M | -72.66% | 1.18% |
| CITADEL ADVISORS LLC | 02/17/2026 | 4.34 M | $97.24 M | 219.37% | 0.73% |
| HARVARD MANAGEMENT CO INC | 02/13/2026 | 3.87 M | $86.82 M | 100.00% | 0.64% |
| MACQUARIE GROUP LTD | 02/13/2026 | 3.63 M | $81.50 M | 182.42% | 0.60% |
| MAREX GROUP PLC | 02/12/2026 | 2.84 M | $63.76 M | 125.86% | 0.47% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 2.25 M | $50.47 M | -84.95% | 0.44% |
| CERITY PARTNERS LLC | 02/11/2026 | 2.26 M | $50.68 M | 123.80% | 0.38% |
| LMR PARTNERS LLP | 02/17/2026 | 2.19 M | $49.08 M | 95.10% | 0.37% |
| WEISS ASSET MANAGEMENT LP | 02/17/2026 | 2.12 M | $47.60 M | -73.26% | 0.36% |
| CLEAR STREET GROUP INC. | 02/13/2026 | 1.86 M | $41.75 M | -44.38% | 0.31% |
| YONG RONG (HK) ASSET MANAGEMENT LTD | 01/30/2026 | 1.47 M | $32.91 M | -9.16% | 0.29% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 02/17/2026 | 1.58 M | $35.44 M | 100.00% | 0.27% |
| MORGAN STANLEY | 02/13/2026 | 1.53 M | $34.24 M | 40.99% | 0.26% |
| FARALLON CAPITAL MANAGEMENT LLC | 02/17/2026 | 1.48 M | $33.22 M | -80.12% | 0.25% |
| BARCLAYS PLC | 02/13/2026 | 1.48 M | $33.16 M | 424.29% | 0.25% |
| EXCHANGE TRADED CONCEPTS, LLC | 01/14/2026 | 1.25 M | $28.04 M | 0.00% | 0.25% |
| TOROSO INVESTMENTS, LLC | 02/13/2026 | 1.42 M | $31.78 M | 250.74% | 0.24% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.41 M | $31.72 M | 14.03% | 0.23% |
| KALEIDOSCOPE CAPITAL LP | 02/13/2026 | 1.40 M | $31.34 M | 2.79% | 0.23% |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 02/10/2026 | 1.23 M | $27.59 M | -1.36% | 0.22% |
| BLACKROCK, INC. | 02/12/2026 | 1.24 M | $27.74 M | -0.81% | 0.21% |
| TOROSO INVESTMENTS, LLC | 02/13/2026 | 1.18 M | $26.50 M | 72.49% | 0.20% |
| IMC-CHICAGO, LLC | 01/29/2026 | 1.08 M | $24.25 M | 100.00% | 0.18% |
| BARCLAYS PLC | 02/13/2026 | 1.04 M | $23.38 M | 686.88% | 0.18% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 1.06 M | $23.73 M | -91.56% | 0.18% |
| WEALTHFRONT ADVISERS LLC | 01/30/2026 | 861.14 K | $19.32 M | 55.68% | 0.17% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 02/17/2026 | 1.00 M | $22.43 M | 100.00% | 0.17% |
| LMR PARTNERS LLP | 02/17/2026 | 939.80 K | $21.08 M | 286.75% | 0.16% |
| BETTERMENT LLC | 02/12/2026 | 891.99 K | $20.01 M | 3.43% | 0.15% |
| VONTOBEL HOLDING LTD. | 02/13/2026 | 867.30 K | $19.45 M | 371.36% | 0.14% |
| PEAK6 LLC | 03/12/2026 | 725.00 K | $16.26 M | 123.08% | 0.14% |
| MAREX GROUP PLC | 02/12/2026 | 800.00 K | $17.94 M | 100.00% | 0.13% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 665.00 K | $14.92 M | -90.33% | 0.13% |
| QUANTITATIVE INVESTMENT MANAGEMENT, LLC | 02/17/2026 | 767.59 K | $17.22 M | 50.53% | 0.13% |
| WARATAH CAPITAL ADVISORS LTD. | 02/09/2026 | 700.00 K | $15.70 M | 100.00% | 0.13% |
| QUADRATURE CAPITAL LTD | 02/17/2026 | 723.64 K | $16.23 M | 100.00% | 0.12% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 672.60 K | $15.09 M | 7,698.25% | 0.11% |
| TREK FINANCIAL, LLC | 02/04/2026 | 529.84 K | $11.88 M | 2,197.24% | 0.10% |
| PARALLAX VOLATILITY ADVISERS, L.P. | 02/17/2026 | 599.62 K | $13.45 M | 100.00% | 0.10% |
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Undivided Beneficial Interest institutional Ownership - FAQ's
During the previous two years, 609 institutional investors and hedge funds held shares of Undivided Beneficial Interest. The most heavily invested institutionals were:
ENVESTNET ASSET MANAGEMENT INC: 595,661
STERLING INVESTMENT ADVISORS LLC /ADV: 425,007
OLD NATIONAL BANCORP /IN/: 394,944
Fiduciary Alliance LLC: 378,194
MML INVESTORS SERVICES, LLC: 350,930
TITLEIST ASSET MANAGEMENT, LLC: 321,609
29.93% of Undivided Beneficial Interest stock is owned by institutional investors.
Institutional investors have bought a total of 152.43 M shares in the last 24 months. This purchase volume represents approximately $2.34 B in transactions.