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 | 02/12/2026 | 1.04 M | $29.38 M | 100.00% | 19.22% |
| MINT TOWER CAPITAL MANAGEMENT B.V. | 02/12/2026 | 48.18 K | $1.36 M | 100.00% | 1.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 30.81 K | $867.61 K | 100.00% | 0.69% |
| HUNTING HILL GLOBAL CAPITAL, LLC | 02/17/2026 | 20.69 K | $582.68 K | 100.00% | 0.47% |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 17.98 K | $506.00 K | 100.00% | 0.41% |
| CITADEL ADVISORS LLC | 02/17/2026 | 14.71 K | $414.29 K | 100.00% | 0.33% |
| EAGLE GLOBAL ADVISORS LLC | 01/28/2026 | 15.80 K | $444.99 K | 100.00% | 0.29% |
| FIRESTONE CAPITAL MANAGEMENT | 02/09/2026 | 10.84 K | $305.29 K | 100.00% | 0.24% |
| LPL FINANCIAL LLC | 02/11/2026 | 10.06 K | $283.21 K | 100.00% | 0.23% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 9.88 K | $278.14 K | 100.00% | 0.22% |
| SAX WEALTH ADVISORS, LLC | 01/12/2026 | 7.75 K | $218.38 K | 100.00% | 0.14% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 4.48 K | $126.03 K | 100.00% | 0.10% |
| UBS GROUP AG | 01/29/2026 | 2.33 K | $65.68 K | 100.00% | 0.05% |
| ANCORA ADVISORS, LLC | 02/17/2026 | 1.17 K | $32.81 K | 0.00% | 0.03% |
| TRIUMPH CAPITAL MANAGEMENT | 02/12/2026 | 500 | $14.08 K | 100.00% | 0.01% |
| SAGEVIEW ADVISORY GROUP, LLC | 02/17/2026 | 500 | $14.08 K | 100.00% | 0.01% |
| EVERSOURCE WEALTH ADVISORS, LLC | 02/06/2026 | 100 | $2.82 K | 100.00% | 0.00% |
| 02/13/2026 | 41 | $1.16 K | 100.00% | 0.00% | |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 50 | $1.41 K | 100.00% | 0.00% |
| TANGLEWOOD LEGACY ADVISORS, LLC | 02/06/2026 | 44 | $1.24 K | 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:
COMMONWEALTH EQUITY SERVICES, LLC: 9,678
SAX WEALTH ADVISORS, LLC: 7,754
UBS Group AG: 6,038
MANNING & NAPIER ADVISORS LLC: 361
Tanglewood Legacy Advisors, LLC: 44
MATHER GROUP, LLC.: 5
22.83% of Common units of fractional undivided beneficial interest stock is owned by institutional investors.
Institutional investors have bought a total of 1.20 M shares in the last 24 months. This purchase volume represents approximately $26.59 M in transactions.