Common Shares Of Beneficial Interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/05/2026 | 986.42 K | $1.83 M | 1,920.20% | 4.87% | |
| FARALLON CAPITAL MANAGEMENT LLC | 05/15/2026 | 603.00 K | $26.90 M | -82.19% | 2.98% |
| LPL FINANCIAL LLC | 05/06/2026 | 533.53 K | $23.80 M | 6.12% | 2.64% |
| YARBROUGH CAPITAL, LLC | 04/14/2026 | 498.50 K | $22.24 M | 1,558.77% | 2.46% |
| JANE STREET GROUP, LLC | 05/12/2026 | 168.99 K | $7.54 M | 2,537.22% | 0.84% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 123.94 K | $5.53 M | 3.78% | 0.61% |
| MARINER, LLC | 05/13/2026 | 123.02 K | $5.49 M | 62.37% | 0.61% |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 05/18/2026 | 105.43 K | $4.70 M | 0.00% | 0.52% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 04/20/2026 | 101.77 K | $4.54 M | 14.44% | 0.50% |
| WERBA RUBIN PAPIER WEALTH MANAGEMENT | 05/12/2026 | 87.55 K | $3.91 M | 100.00% | 0.43% |
| WCG WEALTH ADVISORS LLC | 05/12/2026 | 67.85 K | $3.03 M | 4.45% | 0.34% |
| WESTERN WEALTH MANAGEMENT, LLC | 06/18/2026 | 66.72 K | $2.98 M | 16.25% | 0.33% |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 04/09/2026 | 60.27 K | $2.69 M | 100.00% | 0.30% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 53.81 K | $2.40 M | -8.92% | 0.27% |
| NORTHERN TRUST CORP | 05/14/2026 | 38.79 K | $1.73 M | 0.00% | 0.19% |
| SAVVY ADVISORS, INC. | 05/11/2026 | 38.41 K | $1.71 M | 100.00% | 0.19% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 37.95 K | $1.69 M | 38.03% | 0.19% |
| STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. | 05/11/2026 | 34.76 K | $1.55 M | 2.09% | 0.17% |
| 05/11/2026 | 33.19 K | $1.48 M | -23.10% | 0.16% | |
| CLARO ADVISORS LLC | 04/21/2026 | 31.85 K | $1.42 M | 0.51% | 0.16% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 30.66 K | $1.37 M | -74.36% | 0.15% |
| CAMBRIDGE ADVISORS INC. | 04/16/2026 | 27.16 K | $1.21 M | -0.08% | 0.13% |
| ATRIA INVESTMENTS, INC | 05/05/2026 | 23.52 K | $1.05 M | 131.73% | 0.12% |
| SOLTIS INVESTMENT ADVISORS LLC | 04/27/2026 | 21.89 K | $976.56 K | -1.19% | 0.11% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 21.25 K | $947.76 K | 35.09% | 0.11% |
| FLOW TRADERS U.S. LLC | 05/15/2026 | 20.74 K | $925.00 K | -54.51% | 0.10% |
| PASADENA PRIVATE WEALTH, LLC | 04/22/2026 | 19.82 K | $883.93 K | 100.00% | 0.10% |
| FOUNDERS CAPITAL MANAGEMENT | 04/21/2026 | 19.60 K | $874.48 K | 21.19% | 0.10% |
| SOUDERS FINANCIAL ADVISORS | 05/04/2026 | 19.04 K | $849.41 K | 100.00% | 0.09% |
| PALLAS CAPITAL ADVISORS LLC | 04/21/2026 | 17.71 K | $790.17 K | 0.00% | 0.09% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 15.97 K | $712.20 K | 75.62% | 0.08% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 15.92 K | $709.92 K | 33.47% | 0.08% |
| ELSER FINANCIAL PLANNING, INC | 04/16/2026 | 15.86 K | $689.40 K | 0.00% | 0.08% |
| PRIVATE WEALTH ASSET MANAGEMENT, LLC | 05/06/2026 | 15.66 K | $698.37 K | 91.51% | 0.08% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 14.43 K | $643.85 K | 169.64% | 0.07% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 04/29/2026 | 14.42 K | $643.10 K | 100.00% | 0.07% |
| PERIGON WEALTH MANAGEMENT, LLC | 04/10/2026 | 13.96 K | $622.67 K | -17.52% | 0.07% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 13.92 K | $621.00 K | 33.95% | 0.07% |
| REVOLVE WEALTH PARTNERS, LLC | 04/13/2026 | 13.85 K | $617.58 K | -71.31% | 0.07% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 13.21 K | $589.17 K | 10.59% | 0.07% |
| ONE CHARLES PRIVATE WEALTH SERVICES, LLC | 05/07/2026 | 13.01 K | $580.11 K | 0.00% | 0.06% |
| CRESSET ASSET MANAGEMENT, LLC | 05/15/2026 | 12.89 K | $574.81 K | 9.83% | 0.06% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 05/12/2026 | 12.34 K | $550.63 K | 21.27% | 0.06% |
| VISIONARY WEALTH ADVISORS | 05/13/2026 | 12.18 K | $543.14 K | 7.32% | 0.06% |
| ROTHSCHILD INVESTMENT LLC | 05/07/2026 | 11.93 K | $531.94 K | 0.00% | 0.06% |
| BELPOINTE ASSET MANAGEMENT LLC | 04/28/2026 | 11.90 K | $530.69 K | -1.64% | 0.06% |
| ARCHER INVESTMENT MANAGEMENT, LLC | 04/08/2026 | 11.54 K | $514.94 K | 100.00% | 0.06% |
| BRINKER CAPITAL INVESTMENTS, LLC | 05/13/2026 | 11.01 K | $491.12 K | -78.14% | 0.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 10.94 K | $488.09 K | -29.52% | 0.05% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 10.76 K | $479.88 K | 19.77% | 0.05% |
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Common Shares Of Beneficial Interest institutional Ownership - FAQ's
During the previous two years, 148 institutional investors and hedge funds held shares of Common Shares Of Beneficial Interest. The most heavily invested institutionals were:
FARALLON CAPITAL MANAGEMENT LLC: 603,000
LPL Financial LLC: 533,529
Yarbrough Capital, LLC: 498,495
JANE STREET GROUP, LLC: 168,993
Cetera Investment Advisers: 123,936
Mariner, LLC: 123,016
22.30% of Common Shares Of Beneficial Interest stock is owned by institutional investors.
Institutional investors have bought a total of 3.55 M shares in the last 24 months. This purchase volume represents approximately $160.22 M in transactions.