Common Shares Of Beneficial Interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 08/07/2026 | 527.57 K | $19.83 M | -1.12% | 3.49% |
| YARBROUGH CAPITAL, LLC | 08/11/2026 | 498.50 K | $18.73 M | 0.00% | 3.29% |
| JANE STREET GROUP, LLC | 08/14/2026 | 191.30 K | $7.19 M | 13.20% | 1.26% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 134.76 K | $5.06 M | 8.73% | 0.89% |
| MARINER, LLC | 08/13/2026 | 116.48 K | $4.38 M | -5.31% | 0.77% |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 08/12/2026 | 105.43 K | $3.96 M | 0.00% | 0.70% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 07/16/2026 | 104.97 K | $3.94 M | 3.14% | 0.69% |
| KESLER, NORMAN & WRIDE, LLC | 07/23/2026 | 87.25 K | $3.28 M | 100.00% | 0.58% |
| WERBA RUBIN PAPIER WEALTH MANAGEMENT | 07/28/2026 | 77.25 K | $2.90 M | -11.77% | 0.51% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 71.89 K | $2.70 M | 89.42% | 0.48% |
| WCG WEALTH ADVISORS LLC | 08/14/2026 | 63.63 K | $2.39 M | -6.22% | 0.42% |
| WESTERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 63.60 K | $2.39 M | -4.66% | 0.42% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 41.98 K | $1.58 M | -21.99% | 0.28% |
| NORTHERN TRUST CORP | 08/13/2026 | 38.79 K | $1.46 M | 0.00% | 0.26% |
| SAVVY ADVISORS, INC. | 08/03/2026 | 38.49 K | $1.45 M | 0.19% | 0.25% |
| STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. | 08/14/2026 | 34.05 K | $1.28 M | -2.05% | 0.23% |
| FIDUCIARY FINANCIAL ADVISORS | 08/14/2026 | 32.48 K | $1.22 M | 100.00% | 0.21% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 32.28 K | $1.21 M | 5.28% | 0.21% |
| CLARO ADVISORS LLC | 07/30/2026 | 30.51 K | $1.15 M | -4.21% | 0.20% |
| FLOW TRADERS U.S. LLC | 08/14/2026 | 29.52 K | $1.11 M | 42.35% | 0.20% |
| EXIT WEALTH ADVISORS, LLC. | 08/11/2026 | 29.39 K | $1.10 M | -11.46% | 0.19% |
| CAMBRIDGE ADVISORS INC. | 07/16/2026 | 27.82 K | $1.05 M | 2.42% | 0.18% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 25.47 K | $956.98 K | 8.28% | 0.17% |
| SOUDERS FINANCIAL ADVISORS | 08/05/2026 | 24.58 K | $923.57 K | 29.06% | 0.16% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 20.43 K | $767.69 K | -3.85% | 0.14% |
| FOUNDERS CAPITAL MANAGEMENT | 07/21/2026 | 20.41 K | $766.86 K | 4.09% | 0.13% |
| SOLTIS INVESTMENT ADVISORS LLC | 07/31/2026 | 19.84 K | $745.75 K | -9.36% | 0.13% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 07/28/2026 | 17.88 K | $672.04 K | 24.04% | 0.12% |
| PALLAS CAPITAL ADVISORS LLC | 08/07/2026 | 17.71 K | $665.69 K | 0.00% | 0.12% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 17.62 K | $662.00 K | 26.57% | 0.12% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 16.45 K | $618.19 K | 3.36% | 0.11% |
| ELSER FINANCIAL PLANNING, INC | 07/14/2026 | 15.86 K | $596.06 K | 0.00% | 0.10% |
| PERIGON WEALTH MANAGEMENT, LLC | 08/07/2026 | 15.52 K | $583.17 K | 11.17% | 0.10% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 15.49 K | $582.12 K | -2.98% | 0.10% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 15.30 K | $574.82 K | 100.00% | 0.10% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 18.93 K | $711.23 K | 31.12% | 0.09% |
| REVOLVE WEALTH PARTNERS, LLC | 07/09/2026 | 13.79 K | $518.30 K | -0.38% | 0.09% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 13.69 K | $514.55 K | 27.27% | 0.09% |
| PRIVATE WEALTH ASSET MANAGEMENT, LLC | 08/11/2026 | 13.60 K | $513.64 K | -13.13% | 0.09% |
| ONE CHARLES PRIVATE WEALTH SERVICES, LLC | 07/15/2026 | 13.01 K | $488.73 K | 0.00% | 0.09% |
| INDIVISIBLE PARTNERS | 08/04/2026 | 12.96 K | $486.85 K | 100.00% | 0.09% |
| CRESSET ASSET MANAGEMENT, LLC | 08/14/2026 | 12.69 K | $476.89 K | -1.52% | 0.08% |
| VISIONARY WEALTH ADVISORS | 08/13/2026 | 12.53 K | $470.92 K | 2.92% | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 11.95 K | $448.97 K | 9.18% | 0.08% |
| ROTHSCHILD INVESTMENT LLC | 08/06/2026 | 11.93 K | $448.14 K | 0.00% | 0.08% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 11.78 K | $442.22 K | -10.83% | 0.08% |
| BELPOINTE ASSET MANAGEMENT LLC | 07/31/2026 | 11.75 K | $441.45 K | -1.26% | 0.08% |
| PASADENA PRIVATE WEALTH, LLC | 08/11/2026 | 11.65 K | $437.62 K | -41.23% | 0.08% |
| MODERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 11.06 K | $415.56 K | 48.33% | 0.07% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 08/14/2026 | 9.78 K | $367.51 K | 100.00% | 0.06% |
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Common Shares Of Beneficial Interest institutional Ownership - FAQ's
During the previous two years, 161 institutional investors and hedge funds held shares of Common Shares Of Beneficial Interest. The most heavily invested institutionals were:
LPL Financial LLC: 527,571
Yarbrough Capital, LLC: 498,495
JANE STREET GROUP, LLC: 191,298
Cetera Investment Advisers: 134,755
Mariner, LLC: 116,479
Intrinsic Edge Capital Management LLC: 105,432
19.86% of Common Shares Of Beneficial Interest stock is owned by institutional investors.
Institutional investors have bought a total of 3.06 M shares in the last 24 months. This purchase volume represents approximately $138.09 M in transactions.