Common units of fractional undivided beneficial interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 3.17 M | $122.69 M | 26.70% | 2.39% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 02/11/2026 | 3.00 M | $116.08 M | -0.11% | 2.26% |
| JANE STREET GROUP, LLC | 02/12/2026 | 1.42 M | $55.13 M | 2,328.23% | 1.13% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1.47 M | $57.04 M | 157.60% | 1.11% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 1.30 M | $50.25 M | 20.44% | 0.98% |
| EMORY UNIVERSITY | 02/11/2026 | 1.02 M | $39.64 M | 0.00% | 0.77% |
| SLOY DAHL & HOLST, LLC | 02/04/2026 | 807.30 K | $31.27 M | 19.65% | 0.64% |
| PARAGON ADVISORS, LLC | 01/12/2026 | 669.06 K | $25.91 M | 100.00% | 0.53% |
| STEEL PEAK WEALTH MANAGEMENT LLC | 01/20/2026 | 599.36 K | $23.21 M | -0.43% | 0.48% |
| PARAFI CAPITAL LP | 02/13/2026 | 520.00 K | $20.14 M | 0.00% | 0.39% |
| KALEIDOSCOPE CAPITAL LP | 02/13/2026 | 457.09 K | $17.70 M | -15.87% | 0.34% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 419.32 K | $16.24 M | 739.40% | 0.32% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 347.47 K | $13.46 M | 9.33% | 0.28% |
| PASADENA PRIVATE WEALTH, LLC | 02/10/2026 | 310.47 K | $12.02 M | 40.41% | 0.23% |
| EAGLECLAW CAPITAL MANAGMENT, LLC | 02/10/2026 | 301.19 K | $11.67 M | 1.37% | 0.23% |
| MULTICOIN CAPITAL MANAGEMENT, LLC | 02/13/2026 | 264.36 K | $10.24 M | 0.00% | 0.20% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 258.50 K | $10.01 M | -6.24% | 0.19% |
| RIVERSEDGE ADVISORS, LLC | 01/07/2026 | 196.58 K | $7.61 M | -13.13% | 0.16% |
| LPL FINANCIAL LLC | 02/11/2026 | 201.22 K | $7.79 M | 5.03% | 0.15% |
| ASSETMARK, INC | 01/23/2026 | 188.51 K | $7.30 M | 448,733.33% | 0.15% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 185.01 K | $7.17 M | 39.62% | 0.14% |
| MARINER, LLC | 02/13/2026 | 180.42 K | $6.99 M | 21.02% | 0.14% |
| HFG WEALTH MANAGEMENT, LLC | 01/16/2026 | 159.22 K | $6.17 M | 7.31% | 0.13% |
| RELIANT WEALTH PLANNING | 02/12/2026 | 165.43 K | $6.41 M | -2.49% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 164.00 K | $6.35 M | 90.03% | 0.12% |
| MOORS & CABOT, INC. | 02/10/2026 | 152.06 K | $5.89 M | 2.27% | 0.11% |
| APRIEM ADVISORS | 02/13/2026 | 145.67 K | $5.64 M | 180.38% | 0.11% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 135.56 K | $5.25 M | 131.89% | 0.10% |
| TOROSO INVESTMENTS, LLC | 02/13/2026 | 132.41 K | $5.13 M | -31.64% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 120.09 K | $4.65 M | 16.81% | 0.10% |
| CITADEL ADVISORS LLC | 02/17/2026 | 123.27 K | $4.77 M | 71.81% | 0.09% |
| ONE CHARLES PRIVATE WEALTH SERVICES, LLC | 02/06/2026 | 122.55 K | $4.75 M | 3.44% | 0.09% |
| 02/10/2026 | 120.89 K | $4.68 M | 100.00% | 0.09% | |
| 02/11/2026 | 115.55 K | $4.48 M | 100.00% | 0.09% | |
| CITADEL ADVISORS LLC | 02/17/2026 | 111.50 K | $4.32 M | -33.67% | 0.08% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 109.55 K | $4.24 M | 2.45% | 0.08% |
| STONEBROOK PRIVATE INC. | 02/11/2026 | 109.45 K | $4.24 M | 100.00% | 0.08% |
| 04/06/2026 | 103.20 K | $4.00 M | 100.00% | 0.08% | |
| BEAUMONT FINANCIAL ADVISORS, LLC | 01/16/2026 | 99.00 K | $3.83 M | -19.04% | 0.08% |
| FINANCIAL SECURITY ADVISOR, INC. | 02/05/2026 | 97.83 K | $3.79 M | 33.45% | 0.08% |
| JPMORGAN CHASE & CO | 02/11/2026 | 97.38 K | $3.77 M | 23.92% | 0.08% |
| MERIT FINANCIAL GROUP, LLC | 01/26/2026 | 96.55 K | $3.74 M | 23.16% | 0.08% |
| SHOREHAVEN WEALTH PARTNERS, LLC | 02/10/2026 | 97.66 K | $3.78 M | 24.49% | 0.07% |
| DRW SECURITIES, LLC | 02/12/2026 | 97.50 K | $3.78 M | 1,751.83% | 0.07% |
| COLONY GROUP, LLC | 02/13/2026 | 85.58 K | $3.67 M | -0.99% | 0.06% |
| MAD RIVER INVESTORS | 02/06/2026 | 77.65 K | $3.01 M | -5.51% | 0.06% |
| FIELDER CAPITAL GROUP LLC | 02/10/2026 | 82.54 K | $3.20 M | 41.03% | 0.06% |
| R. W. ROGE & COMPANY, INC. | 01/23/2026 | 77.44 K | $3.00 M | -15.13% | 0.06% |
| JANE STREET GROUP, LLC | 02/12/2026 | 75.50 K | $2.92 M | 100.80% | 0.06% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 79.62 K | $3.08 M | 216.68% | 0.06% |
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Common units of fractional undivided beneficial interest institutional Ownership - FAQ's
During the previous two years, 597 institutional investors and hedge funds held shares of Common units of fractional undivided beneficial interest. The most heavily invested institutionals were:
Paragon Advisors, LLC: 1.07 M
Steel Peak Wealth Management LLC: 599,531
RIVERSEDGE ADVISORS, LLC: 370,049
HighTower Advisors, LLC: 360,099
Pasadena Private Wealth, LLC: 228,044
MML INVESTORS SERVICES, LLC: 227,896
19.62% of Common units of fractional undivided beneficial interest stock is owned by institutional investors.
Institutional investors have bought a total of 27.58 M shares in the last 24 months. This purchase volume represents approximately $842.69 M in transactions.