Common Shares Of Beneficial Interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/15/2026 | 8.40 M | $92.82 M | 0.00% | 68.56% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 2.84 M | $31.39 M | 31.37% | 23.18% |
| MORGAN STANLEY | 05/15/2026 | 2.71 M | $29.94 M | 190.42% | 22.11% |
| MULTICOIN CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.89 M | $20.88 M | 0.00% | 15.43% |
| CITADEL ADVISORS LLC | 05/15/2026 | 1.86 M | $20.58 M | 759.59% | 15.20% |
| ELEQUIN SECURITIES, LLC | 05/11/2026 | 839.95 K | $9.28 M | -78.66% | 6.86% |
| HUNTING HILL GLOBAL CAPITAL, LLC | 05/15/2026 | 767.13 K | $8.48 M | 100.00% | 6.26% |
| MANGROVE PARTNERS | 05/15/2026 | 766.61 K | $8.47 M | 36.18% | 6.26% |
| MAREX GROUP PLC | 05/13/2026 | 637.74 K | $7.05 M | 479.76% | 5.20% |
| IMC-CHICAGO, LLC | 05/05/2026 | 617.06 K | $6.82 M | 100.00% | 5.04% |
| TRUSTEES OF DARTMOUTH COLLEGE | 05/14/2026 | 304.80 K | $3.37 M | 100.00% | 2.49% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 253.66 K | $2.80 M | -70.84% | 2.07% |
| JANE STREET GROUP, LLC | 05/12/2026 | 214.50 K | $2.37 M | 751.19% | 1.75% |
| CITADEL ADVISORS LLC | 05/15/2026 | 198.30 K | $2.19 M | 190.34% | 1.62% |
| JANE STREET GROUP, LLC | 05/12/2026 | 185.54 K | $2.05 M | 100.00% | 1.51% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 147.30 K | $1.63 M | 213.40% | 1.20% |
| JANE STREET GROUP, LLC | 05/12/2026 | 95.00 K | $1.05 M | 136.91% | 0.78% |
| RPO LLC | 05/12/2026 | 86.70 K | $958.04 K | -56.89% | 0.71% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 84.60 K | $934.83 K | -9.03% | 0.69% |
| CITADEL ADVISORS LLC | 05/15/2026 | 79.30 K | $876.27 K | 59.24% | 0.65% |
| FIELDER CAPITAL GROUP LLC | 05/12/2026 | 68.72 K | $759.38 K | -41.80% | 0.56% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 67.12 K | $741.66 K | 100.00% | 0.55% |
| PERIGON WEALTH MANAGEMENT, LLC | 04/10/2026 | 50.08 K | $553.40 K | 130.33% | 0.41% |
| FLOW TRADERS U.S. LLC | 05/15/2026 | 49.28 K | $545.00 K | 100.00% | 0.40% |
| JPMORGAN CHASE & CO | 05/13/2026 | 47.46 K | $523.48 K | 100.00% | 0.39% |
| 06/12/2026 | 43.40 K | $479.57 K | 100.00% | 0.35% | |
| KALEIDOSCOPE CAPITAL LP | 05/11/2026 | 41.32 K | $456.59 K | 100.00% | 0.34% |
| ACCURATE WEALTH MANAGEMENT, LLC | 04/23/2026 | 35.80 K | $410.26 K | 43.20% | 0.29% |
| KEEL POINT, LLC | 06/01/2026 | 25.70 K | $283.93 K | 17.48% | 0.21% |
| GM ADVISORY GROUP, INC. | 04/28/2026 | 25.05 K | $276.83 K | 100.00% | 0.20% |
| SKYVIEW INVESTMENT ADVISORS, LLC | 05/15/2026 | 22.50 K | $249.00 K | 0.00% | 0.18% |
| CARDIFF PARK ADVISORS, LLC | 05/15/2026 | 20.00 K | $221.00 K | 83.62% | 0.16% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 05/12/2026 | 19.74 K | $218.09 K | 100.00% | 0.16% |
| TWELVE POINTS WEALTH MANAGEMENT LLC | 04/14/2026 | 19.61 K | $216.65 K | 100.00% | 0.16% |
| STONEX GROUP INC. | 05/14/2026 | 19.60 K | $216.57 K | 100.00% | 0.16% |
| QUATTRO FINANCIAL ADVISORS LLC | 04/22/2026 | 19.47 K | $215.14 K | 0.00% | 0.16% |
| SIMPLEX TRADING, LLC | 05/14/2026 | 19.02 K | $210.17 K | -58.76% | 0.16% |
| KEYSTONE FINANCIAL SERVICES, LLC | 04/21/2026 | 16.82 K | $185.83 K | 100.00% | 0.14% |
| CLARO ADVISORS LLC | 04/21/2026 | 16.06 K | $177.48 K | 0.76% | 0.13% |
| ADVISORNET FINANCIAL, INC | 04/17/2026 | 15.56 K | $171.91 K | 11.83% | 0.13% |
| SYNERGY ASSET MANAGEMENT, LLC | 05/13/2026 | 12.81 K | $141.55 K | 100.00% | 0.10% |
| DIMENSION CAPITAL MANAGEMENT LLC | 05/15/2026 | 12.26 K | $135.51 K | 0.00% | 0.10% |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 04/23/2026 | 10.57 K | $116.78 K | 100.00% | 0.09% |
| RFG ADVISORY, LLC | 04/20/2026 | 10.57 K | $116.77 K | 100.00% | 0.09% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 10.35 K | $114.00 K | 279.85% | 0.08% |
| SRS CAPITAL ADVISORS, INC. | 05/13/2026 | 9.92 K | $109.62 K | 4,535.51% | 0.08% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 9.18 K | $103.19 K | 212.81% | 0.07% |
| GROUP ONE TRADING, L.P. | 05/13/2026 | 6.96 K | $76.86 K | 138.63% | 0.06% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 3.80 K | $41.99 K | 228.72% | 0.03% |
| BROWN BROTHERS HARRIMAN & CO | 05/14/2026 | 3.08 K | $34.08 K | 100.00% | 0.03% |
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Common Shares Of Beneficial Interest institutional Ownership - FAQ's
During the previous two years, 65 institutional investors and hedge funds held shares of Common Shares Of Beneficial Interest. The most heavily invested institutionals were:
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 2.84 M
MORGAN STANLEY: 2.71 M
Multicoin Capital Management, LLC: 1.89 M
CITADEL ADVISORS LLC: 1.86 M
Elequin Securities, LLC: 839,953
Hunting Hill Global Capital, LLC: 767,128
186.95% of Common Shares Of Beneficial Interest stock is owned by institutional investors.
Institutional investors have bought a total of 14.49 M shares in the last 24 months. This purchase volume represents approximately $166.36 M in transactions.