Common Shares of Beneficial Interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FLOW TRADERS U.S. LLC | 08/14/2026 | 23.10 K | $321.00 K | 11.85% | 2.48% |
| LBMC INVESTMENT ADVISORS, LLC | 08/10/2026 | 11.30 K | $157.06 K | 100.00% | 1.21% |
| UBS GROUP AG | 08/13/2026 | 314 | $4.36 K | 100.00% | 0.03% |
| JANE STREET GROUP, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
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Common Shares of Beneficial Interest institutional Ownership - FAQ's
During the previous two years, 4 institutional investors and hedge funds held shares of Common Shares of Beneficial Interest. The most heavily invested institutionals were:
FLOW TRADERS U.S. LLC: 23,098
LBMC INVESTMENT ADVISORS, LLC: 11,302
UBS Group AG: 314
JANE STREET GROUP, LLC: 0
3.73% of Common Shares of Beneficial Interest stock is owned by institutional investors.
Institutional investors have bought a total of 34.71 K shares in the last 24 months. This purchase volume represents approximately $674.15 K in transactions.