Common Shares of Beneficial Interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | 08/14/2026 | 23.75 K | $225.15 K | 100.00% | 1.80% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 18.61 K | $176.43 K | 0.00% | 1.41% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 08/14/2026 | 13.62 K | $129.13 K | 100.00% | 1.03% |
| ADVISORNET FINANCIAL, INC | 07/23/2026 | 950 | $9.01 K | 25.00% | 0.07% |
| TITAN WEALTH (CI) LTD | 08/12/2026 | 865 | $8.20 K | 0.00% | 0.07% |
| ARAX ADVISORY PARTNERS | 08/10/2026 | 732 | $6.94 K | 100.00% | 0.06% |
| SIMPLEX TRADING, LLC | 08/12/2026 | 690 | $6.54 K | 243.28% | 0.05% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 310 | $2.94 K | 100.00% | 0.02% |
| PURPOSE UNLIMITED INC. | 08/13/2026 | 300 | $2.84 K | 100.00% | 0.02% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 08/14/2026 | 83 | $786 | 107.50% | 0.01% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| FINER WEALTH MANAGEMENT, INC. | 08/03/2026 | 0 | $0 | -100.00% | 0.00% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
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Common Shares of Beneficial Interest institutional Ownership - FAQ's
During the previous two years, 15 institutional investors and hedge funds held shares of Common Shares of Beneficial Interest. The most heavily invested institutionals were:
LJI Wealth Management, LLC: 50,150
Carota Wealth Management: 12,337
SIMPLEX TRADING, LLC: 5,127
AdvisorNet Financial, Inc: 0
JANE STREET GROUP, LLC: 23,751
Beacon Pointe Advisors, LLC: 18,612
4.53% of Common Shares of Beneficial Interest stock is owned by institutional investors.
Institutional investors have bought a total of 126.58 K shares in the last 24 months. This purchase volume represents approximately $1.64 M in transactions.