Common units of fractional undivided beneficial interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | 05/12/2026 | 85.60 K | $1.87 M | -91.79% | 1.92% |
| CITADEL ADVISORS LLC | 05/15/2026 | 37.52 K | $818.67 K | 155.04% | 0.84% |
| FLOW TRADERS U.S. LLC | 05/15/2026 | 20.64 K | $450.00 K | 14.80% | 0.46% |
| LPL FINANCIAL LLC | 05/06/2026 | 10.06 K | $219.44 K | 0.00% | 0.23% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 9.68 K | $211.19 K | -2.00% | 0.22% |
| SAX WEALTH ADVISORS, LLC | 04/08/2026 | 7.75 K | $218.38 K | 0.00% | 0.17% |
| UBS GROUP AG | 05/05/2026 | 6.04 K | $131.76 K | 158.92% | 0.14% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 4.48 K | $97.65 K | 0.00% | 0.10% |
| ANCORA ADVISORS, LLC | 05/15/2026 | 1.17 K | $25.42 K | 0.00% | 0.03% |
| TRIUMPH CAPITAL MANAGEMENT | 05/13/2026 | 500 | $10.91 K | 0.00% | 0.01% |
| MANNING & NAPIER ADVISORS LLC | 04/30/2026 | 361 | $7.71 K | 100.00% | 0.01% |
| EVERSOURCE WEALTH ADVISORS, LLC | 05/18/2026 | 100 | $2.18 K | 0.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 50 | $1.09 K | 0.00% | 0.00% |
| TANGLEWOOD LEGACY ADVISORS, LLC | 04/27/2026 | 44 | $960 | 0.00% | 0.00% |
| MATHER GROUP, LLC. | 04/13/2026 | 5 | $109 | 100.00% | 0.00% |
| EAGLE GLOBAL ADVISORS LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| MINT TOWER CAPITAL MANAGEMENT B.V. | 05/04/2026 | 0 | $0 | -100.00% | 0.00% |
| HUNTING HILL GLOBAL CAPITAL, LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| FIRESTONE CAPITAL MANAGEMENT | 05/08/2026 | 0 | $0 | -100.00% | 0.00% |
| 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
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Common units of fractional undivided beneficial interest institutional Ownership - FAQ's
During the previous two years, 22 institutional investors and hedge funds held shares of Common units of fractional undivided beneficial interest. The most heavily invested institutionals were:
JANE STREET GROUP, LLC: 85,598
CITADEL ADVISORS LLC: 37,517
FLOW TRADERS U.S. LLC: 20,636
LPL Financial LLC: 10,056
COMMONWEALTH EQUITY SERVICES, LLC: 9,678
SAX WEALTH ADVISORS, LLC: 7,754
4.12% of Common units of fractional undivided beneficial interest stock is owned by institutional investors.
Institutional investors have bought a total of 184.98 K shares in the last 24 months. This purchase volume represents approximately $4.12 M in transactions.