Common Shares Of Beneficial Interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FARALLON CAPITAL MANAGEMENT LLC | 02/17/2026 | 3.39 M | $198.93 M | 100.00% | 16.73% |
| LPL FINANCIAL LLC | 02/11/2026 | 502.76 K | $29.54 M | 100.00% | 2.48% |
| VIRTU FINANCIAL LLC | 02/23/2026 | 119.57 K | $7.03 M | 100.00% | 0.59% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 119.42 K | $7.02 M | 100.00% | 0.59% |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 02/12/2026 | 105.43 K | $6.20 M | 100.00% | 0.52% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 02/03/2026 | 88.93 K | $5.23 M | 100.00% | 0.44% |
| MARINER, LLC | 02/13/2026 | 75.76 K | $4.45 M | 100.00% | 0.37% |
| WCG WEALTH ADVISORS LLC | 02/10/2026 | 64.96 K | $3.82 M | 100.00% | 0.32% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 59.08 K | $3.47 M | 100.00% | 0.29% |
| WESTERN WEALTH MANAGEMENT, LLC | 02/05/2026 | 57.39 K | $3.37 M | 100.00% | 0.28% |
| BRINKER CAPITAL INVESTMENTS, LLC | 02/12/2026 | 50.36 K | $2.96 M | 100.00% | 0.25% |
| 04/07/2026 | 48.83 K | $2.87 M | 100.00% | 0.24% | |
| REVOLVE WEALTH PARTNERS, LLC | 01/20/2026 | 48.25 K | $2.84 M | 100.00% | 0.24% |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 45.60 K | $2.68 M | 100.00% | 0.23% |
| 02/10/2026 | 43.16 K | $2.54 M | 100.00% | 0.21% | |
| NORTHERN TRUST CORP | 02/17/2026 | 38.79 K | $2.28 M | 100.00% | 0.19% |
| STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. | 02/04/2026 | 34.05 K | $2.04 M | 100.00% | 0.17% |
| CLARO ADVISORS LLC | 02/17/2026 | 31.69 K | $1.86 M | 100.00% | 0.16% |
| YARBROUGH CAPITAL, LLC | 01/14/2026 | 30.05 K | $1.77 M | 100.00% | 0.15% |
| CAMBRIDGE ADVISORS INC. | 01/21/2026 | 27.18 K | $1.60 M | 100.00% | 0.13% |
| SOLTIS INVESTMENT ADVISORS LLC | 04/02/2026 | 22.16 K | $1.30 M | 100.00% | 0.11% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 18.49 K | $1.17 M | 100.00% | 0.09% |
| PALLAS CAPITAL ADVISORS LLC | 01/14/2026 | 17.71 K | $1.04 M | 100.00% | 0.09% |
| PERIGON WEALTH MANAGEMENT, LLC | 01/16/2026 | 16.92 K | $994.45 K | 100.00% | 0.08% |
| CITADEL ADVISORS LLC | 02/17/2026 | 16.45 K | $966.60 K | 100.00% | 0.08% |
| FOUNDERS CAPITAL MANAGEMENT | 01/15/2026 | 16.18 K | $950.50 K | 100.00% | 0.08% |
| ELSER FINANCIAL PLANNING, INC | 01/15/2026 | 15.86 K | $931.99 K | 100.00% | 0.08% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 15.73 K | $924.18 K | 100.00% | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 15.53 K | $912.25 K | 100.00% | 0.08% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 15.00 K | $881.17 K | 100.00% | 0.07% |
| ONE CHARLES PRIVATE WEALTH SERVICES, LLC | 02/06/2026 | 13.01 K | $764.17 K | 100.00% | 0.06% |
| GK WEALTH MANAGEMENT LLC | 01/05/2026 | 12.95 K | $761.06 K | 100.00% | 0.06% |
| BELPOINTE ASSET MANAGEMENT LLC | 01/27/2026 | 12.10 K | $710.70 K | 100.00% | 0.06% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 11.94 K | $701.77 K | 100.00% | 0.06% |
| ROTHSCHILD INVESTMENT LLC | 02/10/2026 | 11.93 K | $700.71 K | 100.00% | 0.06% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 11.92 K | $700.65 K | 100.00% | 0.06% |
| CRESSET ASSET MANAGEMENT, LLC | 02/17/2026 | 11.73 K | $689.43 K | 100.00% | 0.06% |
| VISIONARY WEALTH ADVISORS | 02/13/2026 | 11.35 K | $666.63 K | 100.00% | 0.06% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 10.39 K | $611.00 K | 100.00% | 0.05% |
| WEALTH ALLIANCE ADVISORY GROUP, LLC | 01/29/2026 | 10.28 K | $604.11 K | 100.00% | 0.05% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 02/09/2026 | 10.18 K | $598.12 K | 100.00% | 0.05% |
| ATRIA INVESTMENTS, INC | 02/05/2026 | 10.15 K | $596.36 K | 100.00% | 0.05% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 9.70 K | $570.15 K | 100.00% | 0.05% |
| QUAKER WEALTH MANAGEMENT, LLC | 01/28/2026 | 9.65 K | $566.92 K | 100.00% | 0.05% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 9.09 K | $534.19 K | 100.00% | 0.04% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 8.98 K | $527.78 K | 100.00% | 0.04% |
| PRIVATE WEALTH ASSET MANAGEMENT, LLC | 02/10/2026 | 8.18 K | $480.36 K | 100.00% | 0.04% |
| TURIM 21 INVESTIMENTOS LTDA. | 02/17/2026 | 8.10 K | $475.96 K | 100.00% | 0.04% |
| KRAFT, DAVIS & ASSOCIATES, LLC | 01/14/2026 | 7.54 K | $483.16 K | 100.00% | 0.04% |
| 02/19/2026 | 7.37 K | $433.06 K | 100.00% | 0.04% |
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Common Shares Of Beneficial Interest institutional Ownership - FAQ's
During the previous two years, 140 institutional investors and hedge funds held shares of Common Shares Of Beneficial Interest. The most heavily invested institutionals were:
Yarbrough Capital, LLC: 498,495
BRANDYWINE OAK PRIVATE WEALTH LLC: 101,772
Nelson, Van Denburg & Campbell Wealth Management Group, LLC: 60,265
INDEPENDENT FINANCIAL GROUP, LLC: 35,146
Claro Advisors LLC: 31,854
Cambridge Advisors Inc.: 27,157
27.38% of Common Shares Of Beneficial Interest stock is owned by institutional investors.
Institutional investors have bought a total of 6.11 M shares in the last 24 months. This purchase volume represents approximately $275.65 M in transactions.