Common Shares of Beneficial Interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 691.60 K | $13.45 M | 100.00% | 3.56% |
| MAREX GROUP PLC | 02/12/2026 | 173.30 K | $3.37 M | 100.00% | 0.89% |
| JAIN GLOBAL LLC | 02/17/2026 | 165.92 K | $3.23 M | 100.00% | 0.85% |
| GALLACHER CAPITAL MANAGEMENT LLC | 02/03/2026 | 131.78 K | $2.56 M | 100.00% | 0.68% |
| CITADEL ADVISORS LLC | 02/17/2026 | 30.20 K | $587.39 K | 100.00% | 0.16% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 18.80 K | $365.66 K | 100.00% | 0.10% |
| CITADEL ADVISORS LLC | 02/17/2026 | 15.58 K | $303.01 K | 100.00% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 14.80 K | $287.86 K | 100.00% | 0.08% |
| GROUP ONE TRADING, L.P. | 02/12/2026 | 12.71 K | $247.23 K | 100.00% | 0.07% |
| AVANTAX PLANNING PARTNERS, INC. | 02/05/2026 | 12.55 K | $244.02 K | 100.00% | 0.06% |
| CITADEL ADVISORS LLC | 02/17/2026 | 11.10 K | $215.90 K | 100.00% | 0.06% |
| SOVRAN ADVISORS, LLC | 01/20/2026 | 10.20 K | $223.69 K | 100.00% | 0.05% |
| ADVISORNET FINANCIAL, INC | 01/20/2026 | 6.13 K | $119.29 K | 100.00% | 0.03% |
| QUAKER WEALTH MANAGEMENT, LLC | 01/28/2026 | 4.54 K | $88.30 K | 100.00% | 0.02% |
| NOVA WEALTH MANAGEMENT, INC. | 01/14/2026 | 2.64 K | $51.35 K | 100.00% | 0.01% |
| CLAYTON FINANCIAL GROUP LLC | 01/21/2026 | 2.33 K | $45.22 K | 100.00% | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 2.11 K | $40.96 K | 100.00% | 0.01% |
| LARSON FINANCIAL GROUP LLC | 02/06/2026 | 1.60 K | $31.20 K | 100.00% | 0.01% |
| PARALLEL ADVISORS, LLC | 02/11/2026 | 1.21 K | $23.48 K | 100.00% | 0.01% |
| US BANCORP \DE\ | 01/30/2026 | 1.05 K | $20.44 K | 100.00% | 0.01% |
| STRATEGIC ADVOCATES LLC | 02/11/2026 | 1.00 K | $19.90 K | 100.00% | 0.01% |
| INDIANA TRUST & INVESTMENT MANAGEMENT CO | 01/21/2026 | 755 | $14.69 K | 100.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 604 | $11.75 K | 100.00% | 0.00% |
| RONALD BLUE TRUST, INC. | 01/16/2026 | 566 | $11.01 K | 100.00% | 0.00% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 01/30/2026 | 459 | $8.93 K | 100.00% | 0.00% |
| FINANCIAL CONSULATE, INC | 01/22/2026 | 398 | $7.74 K | 100.00% | 0.00% |
| CX INSTITUTIONAL | 02/02/2026 | 388 | $8.00 K | 100.00% | 0.00% |
| NBC SECURITIES, INC. | 01/29/2026 | 218 | $4.24 K | 100.00% | 0.00% |
| RICHARDSON CAPITAL MANAGEMENT LLC | 01/30/2026 | 189 | $3.68 K | 100.00% | 0.00% |
| IFP ADVISORS, INC | 02/06/2026 | 152 | $2.96 K | 100.00% | 0.00% |
| LODESTONE WEALTH MANAGEMENT LLC | 01/15/2026 | 140 | $2.72 K | 100.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 02/13/2026 | 116 | $2.26 K | 100.00% | 0.00% |
| 02/18/2026 | 100 | $1.95 K | 100.00% | 0.00% | |
| CAITLIN JOHN, LLC | 02/18/2026 | 50 | $973 | 100.00% | 0.00% |
| CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC | 01/23/2026 | 49 | $953 | 100.00% | 0.00% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 02/03/2026 | 29 | $565 | 100.00% | 0.00% |
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Common Shares of Beneficial Interest institutional Ownership - FAQ's
During the previous two years, 37 institutional investors and hedge funds held shares of Common Shares of Beneficial Interest. The most heavily invested institutionals were:
HighTower Advisors, LLC: 15,154
Avantax Planning Partners, Inc.: 12,699
Sovran Advisors, LLC: 10,200
Bogart Wealth, LLC: 6,880
AdvisorNet Financial, Inc: 6,568
Quaker Wealth Management, LLC: 4,540
6.38% of Common Shares of Beneficial Interest stock is owned by institutional investors.
Institutional investors have bought a total of 1.28 M shares in the last 24 months. This purchase volume represents approximately $18.67 M in transactions.