Common Shares of Beneficial Interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FINER WEALTH MANAGEMENT, INC. | 05/12/2026 | 20.00 K | $238.20 K | -0.50% | 1.51% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 18.61 K | $221.67 K | -1.75% | 1.41% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 05/07/2026 | 1.90 K | $22.59 K | 100.00% | 0.14% |
| 05/15/2026 | 865 | $10.32 K | 100.00% | 0.07% | |
| ADVISORNET FINANCIAL, INC | 04/17/2026 | 760 | $9.05 K | 19.69% | 0.06% |
| SIMPLEX TRADING, LLC | 05/14/2026 | 201 | $2.39 K | 327.66% | 0.02% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 132 | $1.57 K | 100.00% | 0.01% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 05/14/2026 | 40 | $476 | 0.00% | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 0 | $0 | -100.00% | 0.00% |
| FLOW TRADERS U.S. LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
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Common Shares of Beneficial Interest institutional Ownership - FAQ's
During the previous two years, 9 institutional investors and hedge funds held shares of Common Shares of Beneficial Interest. The most heavily invested institutionals were:
Finer Wealth Management, Inc.: 20,000
Beacon Pointe Advisors, LLC: 18,612
Legacy Wealth Managment, LLC/ID: 1,897
AdvisorNet Financial, Inc: 760
SIMPLEX TRADING, LLC: 201
MAI Capital Management: 132
3.21% of Common Shares of Beneficial Interest stock is owned by institutional investors.
Institutional investors have bought a total of 41.64 K shares in the last 24 months. This purchase volume represents approximately $538.85 K in transactions.