Common Shares Of Beneficial Interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ELECTRIC CAPITAL PARTNERS, LLC | 08/14/2026 | 8.40 M | $84.08 M | 0.00% | 14.16% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 3.90 M | $39.01 M | 100.00% | 6.57% |
| MORGAN STANLEY | 08/13/2026 | 2.71 M | $27.12 M | 0.00% | 4.57% |
| MULTICOIN CAPITAL MANAGEMENT, LLC | 08/13/2026 | 1.89 M | $18.92 M | 0.00% | 3.19% |
| WEISS ASSET MANAGEMENT LP | 08/14/2026 | 1.85 M | $18.48 M | 100.00% | 3.11% |
| CITADEL ADVISORS LLC | 09/02/2026 | 1.68 M | $16.84 M | -9.65% | 2.84% |
| FIELDER CAPITAL GROUP LLC | 08/06/2026 | 893.83 K | $8.95 M | 1,200.65% | 1.51% |
| MAREX GROUP PLC | 08/14/2026 | 713.88 K | $7.15 M | 11.94% | 1.20% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 480.80 K | $4.81 M | 89.55% | 0.81% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 478.10 K | $4.79 M | 224.58% | 0.81% |
| JANE STREET GROUP, LLC | 08/14/2026 | 471.82 K | $4.72 M | 154.30% | 0.80% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 419.00 K | $4.19 M | -85.25% | 0.71% |
| IMC-CHICAGO, LLC | 08/06/2026 | 357.99 K | $3.58 M | -41.99% | 0.60% |
| JANE STREET GROUP, LLC | 08/14/2026 | 321.30 K | $3.22 M | 49.79% | 0.54% |
| TRUSTEES OF DARTMOUTH COLLEGE | 08/13/2026 | 304.80 K | $3.05 M | 0.00% | 0.51% |
| CITADEL ADVISORS LLC | 09/02/2026 | 264.40 K | $2.65 M | 33.33% | 0.45% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 183.40 K | $1.84 M | 116.78% | 0.31% |
| JANE STREET GROUP, LLC | 08/14/2026 | 149.50 K | $1.50 M | 57.37% | 0.25% |
| CITADEL ADVISORS LLC | 09/02/2026 | 126.50 K | $1.27 M | 59.52% | 0.21% |
| PERIGON WEALTH MANAGEMENT, LLC | 08/07/2026 | 97.06 K | $971.53 K | 93.80% | 0.16% |
| GROUP ONE TRADING, L.P. | 08/14/2026 | 93.79 K | $938.82 K | 1,248.30% | 0.16% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 65.39 K | $654.54 K | 100.00% | 0.11% |
| LASALLE ST. INVESTMENT ADVISORS, LLC | 08/11/2026 | 65.00 K | $650.65 K | 100.00% | 0.11% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 59.59 K | $596.46 K | -11.22% | 0.10% |
| MILITIA CAPITAL MANAGEMENT LLC | 08/12/2026 | 56.00 K | $560.56 K | 29.03% | 0.09% |
| KALEIDOSCOPE CAPITAL LP | 08/11/2026 | 41.32 K | $413.61 K | 0.00% | 0.07% |
| RPO LLC | 08/13/2026 | 40.35 K | $403.90 K | -53.46% | 0.07% |
| TWELVE POINTS WEALTH MANAGEMENT LLC | 08/07/2026 | 31.64 K | $316.73 K | 61.38% | 0.05% |
| FLOW TRADERS U.S. LLC | 08/14/2026 | 30.61 K | $306.00 K | -37.88% | 0.05% |
| KEEL POINT, LLC | 08/14/2026 | 29.69 K | $297.20 K | 15.55% | 0.05% |
| ACCURATE WEALTH MANAGEMENT, LLC | 07/15/2026 | 25.00 K | $264.75 K | -30.17% | 0.04% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 23.90 K | $239.28 K | 100.00% | 0.04% |
| ADVISORNET FINANCIAL, INC | 07/23/2026 | 23.63 K | $236.55 K | 51.90% | 0.04% |
| QUATTRO FINANCIAL ADVISORS LLC | 07/16/2026 | 19.47 K | $194.90 K | 0.00% | 0.03% |
| KEYSTONE FINANCIAL SERVICES, LLC | 07/24/2026 | 18.84 K | $188.57 K | 12.02% | 0.03% |
| SYNERGY ASSET MANAGEMENT, LLC | 07/22/2026 | 18.71 K | $187.27 K | 46.04% | 0.03% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 18.14 K | $181.00 K | 75.33% | 0.03% |
| STONEX GROUP INC. | 08/12/2026 | 17.94 K | $200.74 K | -8.47% | 0.03% |
| DIMENSION CAPITAL MANAGEMENT LLC | 08/14/2026 | 17.55 K | $175.64 K | 43.08% | 0.03% |
| XTX TOPCO LTD | 08/14/2026 | 16.47 K | $164.84 K | 100.00% | 0.03% |
| MAGNOLIA CAPITAL ADVISORS LLC | 08/14/2026 | 16.33 K | $163.46 K | 100.00% | 0.03% |
| RFG ADVISORY, LLC | 07/15/2026 | 15.50 K | $155.17 K | 46.69% | 0.03% |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 07/07/2026 | 15.10 K | $151.17 K | 100.00% | 0.03% |
| SIMPLEX TRADING, LLC | 08/12/2026 | 14.33 K | $143.41 K | -24.67% | 0.02% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 08/14/2026 | 14.04 K | $140.56 K | -28.85% | 0.02% |
| CLARO ADVISORS LLC | 07/30/2026 | 13.69 K | $136.99 K | -14.79% | 0.02% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 12.06 K | $120.69 K | 100.00% | 0.02% |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 07/28/2026 | 11.26 K | $112.69 K | 6.53% | 0.02% |
| RAKUTEN GROUP, INC. | 08/12/2026 | 9.33 K | $93.42 K | 100.00% | 0.02% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 9.18 K | $91.90 K | 0.00% | 0.02% |
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Common Shares Of Beneficial Interest institutional Ownership - FAQ's
During the previous two years, 78 institutional investors and hedge funds held shares of Common Shares Of Beneficial Interest. The most heavily invested institutionals were:
Electric Capital Partners, LLC: 8.4 M
GOLDMAN SACHS GROUP INC: 3.9 M
MORGAN STANLEY: 2.71 M
Multicoin Capital Management, LLC: 1.89 M
Weiss Asset Management LP: 1.85 M
CITADEL ADVISORS LLC: 1.68 M
42.20% of Common Shares Of Beneficial Interest stock is owned by institutional investors.
Institutional investors have bought a total of 25.86 M shares in the last 24 months. This purchase volume represents approximately $296.89 M in transactions.