Common Shares of Beneficial Interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 1.76 M | $19.49 M | 100.00% | 8.05% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 772.05 K | $8.55 M | 0.00% | 3.53% |
| JANE STREET GROUP, LLC | 08/14/2026 | 732.70 K | $8.12 M | 42.69% | 3.35% |
| JANE STREET GROUP, LLC | 08/14/2026 | 732.50 K | $8.12 M | 106.28% | 3.35% |
| MAREX GROUP PLC | 08/14/2026 | 338.12 K | $3.75 M | -5.25% | 1.55% |
| CREATIVEONE WEALTH, LLC | 08/13/2026 | 174.89 K | $1.94 M | 100.00% | 0.80% |
| GALLACHER CAPITAL MANAGEMENT LLC | 07/17/2026 | 86.74 K | $961.13 K | -0.15% | 0.40% |
| CITADEL ADVISORS LLC | 09/02/2026 | 79.50 K | $880.86 K | 127.79% | 0.36% |
| JAIN GLOBAL LLC | 08/14/2026 | 77.53 K | $859.08 K | 55.44% | 0.36% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 77.38 K | $857.32 K | 100.00% | 0.35% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 61.30 K | $679.20 K | 100.00% | 0.28% |
| PARALLAX VOLATILITY ADVISERS, L.P. | 08/14/2026 | 47.53 K | $526.68 K | 100.00% | 0.22% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 33.51 K | $393.06 K | 100.00% | 0.15% |
| JANE STREET GROUP, LLC | 08/14/2026 | 30.21 K | $334.67 K | -68.76% | 0.14% |
| KALEIDOSCOPE CAPITAL LP | 08/11/2026 | 26.45 K | $293.10 K | 0.00% | 0.12% |
| BELVEDERE TRADING LLC | 07/31/2026 | 21.90 K | $242.65 K | 100.00% | 0.10% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 15.15 K | $167.91 K | 0.00% | 0.07% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 13.53 K | $149.88 K | -1.14% | 0.06% |
| AVANTAX PLANNING PARTNERS, INC. | 07/28/2026 | 12.70 K | $140.71 K | 0.00% | 0.06% |
| SOVRAN ADVISORS, LLC | 07/30/2026 | 10.20 K | $114.65 K | 0.00% | 0.05% |
| BOGART WEALTH, LLC | 07/24/2026 | 6.88 K | $76.23 K | 0.00% | 0.03% |
| ADVISORNET FINANCIAL, INC | 07/23/2026 | 6.67 K | $73.88 K | 1.52% | 0.03% |
| MAIN STREET GROUP, LTD | 07/13/2026 | 5.26 K | $58.29 K | 42.19% | 0.02% |
| QUAKER WEALTH MANAGEMENT, LLC | 07/24/2026 | 4.54 K | $50.30 K | 0.00% | 0.02% |
| NOVA WEALTH MANAGEMENT, INC. | 07/13/2026 | 2.64 K | $29.25 K | 0.00% | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 2.11 K | $23.33 K | 0.00% | 0.01% |
| KOZAK & ASSOCIATES, INC. | 07/02/2026 | 1.75 K | $19.74 K | 0.00% | 0.01% |
| LARSON FINANCIAL GROUP LLC | 08/14/2026 | 1.60 K | $17.77 K | 0.00% | 0.01% |
| PARALLEL ADVISORS, LLC | 08/05/2026 | 1.21 K | $13.37 K | 0.00% | 0.01% |
| US BANCORP \DE\ | 08/12/2026 | 844 | $9.35 K | 0.00% | 0.00% |
| WILKERSON ADVISORY GROUP LLC | 07/21/2026 | 799 | $8.85 K | 0.00% | 0.00% |
| INDIANA TRUST & INVESTMENT MANAGEMENT CO | 07/22/2026 | 755 | $8.37 K | 0.00% | 0.00% |
| BELVEDERE TRADING LLC | 07/31/2026 | 700 | $7.76 K | 100.00% | 0.00% |
| RONALD BLUE TRUST, INC. | 07/21/2026 | 566 | $6.27 K | 0.00% | 0.00% |
| CAPE INVESTMENT ADVISORY, INC. | 07/23/2026 | 476 | $5.27 K | 100.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 474 | $5.25 K | -25.24% | 0.00% |
| FINANCIAL CONSULATE, INC | 07/23/2026 | 398 | $4.41 K | 0.00% | 0.00% |
| FINANCIAL LIFE PLANNERS | 07/21/2026 | 396 | $4.39 K | 0.00% | 0.00% |
| CX INSTITUTIONAL | 07/02/2026 | 388 | $4.00 K | 0.00% | 0.00% |
| NBC SECURITIES, INC. | 07/21/2026 | 218 | $2.42 K | 0.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 200 | $2.22 K | 100.00% | 0.00% |
| RICHARDSON CAPITAL MANAGEMENT LLC | 07/17/2026 | 189 | $2.09 K | 0.00% | 0.00% |
| STRIVE FINANCIAL GROUP ,LLC | 08/17/2026 | 100 | $1.11 K | 100.00% | 0.00% |
| IFP ADVISORS, INC | 07/20/2026 | 87 | $964 | 100.00% | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 08/14/2026 | 60 | $665 | 100.00% | 0.00% |
| CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC | 07/24/2026 | 49 | $543 | 0.00% | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 29 | $321 | 100.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 9 | $100 | 0.00% | 0.00% |
| GROUP ONE TRADING, L.P. | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 07/28/2026 | 0 | $0 | -100.00% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Common Shares of Beneficial Interest institutional Ownership - FAQ's
During the previous two years, 51 institutional investors and hedge funds held shares of Common Shares of Beneficial Interest. The most heavily invested institutionals were:
GOLDMAN SACHS GROUP INC: 1.76 M
MILLENNIUM MANAGEMENT LLC: 772,054
Marex Group plc: 338,117
CreativeOne Wealth, LLC: 174,885
Gallacher Capital Management LLC: 86,744
Jain Global LLC: 77,534
16.09% of Common Shares of Beneficial Interest stock is owned by institutional investors.
Institutional investors have bought a total of 3.51 M shares in the last 24 months. This purchase volume represents approximately $51.34 M in transactions.