Common units of fractional undivided beneficial interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 5.32 M | $105.63 M | 795.29% | 20.76% |
| MORGAN STANLEY | 05/15/2026 | 4.77 M | $94.69 M | 17.75% | 18.61% |
| MANGROVE PARTNERS | 05/15/2026 | 3.55 M | $70.56 M | 100.00% | 13.87% |
| IMC-CHICAGO, LLC | 05/05/2026 | 2.26 M | $44.80 M | 100.00% | 8.81% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 1.38 M | $27.45 M | 46.71% | 5.39% |
| KALEIDOSCOPE CAPITAL LP | 05/11/2026 | 1.37 M | $27.22 M | 76.44% | 5.35% |
| SLOY DAHL & HOLST, LLC | 05/14/2026 | 747.55 K | $14.85 M | 2.30% | 2.92% |
| TOROSO INVESTMENTS, LLC | 05/15/2026 | 513.29 K | $10.19 M | 2,946.25% | 2.00% |
| CITADEL ADVISORS LLC | 05/15/2026 | 374.80 K | $7.44 M | -24.62% | 1.46% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 346.60 K | $6.88 M | -77.36% | 1.35% |
| JANE STREET GROUP, LLC | 05/12/2026 | 334.52 K | $6.64 M | -40.72% | 1.31% |
| HBK INVESTMENTS L P | 05/15/2026 | 311.14 K | $6.18 M | 0.00% | 1.21% |
| MASSAR CAPITAL MANAGEMENT, LP | 05/15/2026 | 255.00 K | $5.06 M | -28.54% | 1.00% |
| HAVEN PRIVATE, LLC | 05/05/2026 | 195.47 K | $3.88 M | 6.14% | 0.76% |
| RYE BROOK CAPITAL LLC | 04/29/2026 | 192.06 K | $3.81 M | 457.67% | 0.75% |
| MATAURO, LLC | 04/22/2026 | 182.69 K | $3.63 M | 45.02% | 0.71% |
| TRUSTEES OF DARTMOUTH COLLEGE | 05/14/2026 | 178.15 K | $3.54 M | 0.00% | 0.70% |
| VERDE CAPITAL MANAGEMENT | 04/17/2026 | 178.12 K | $3.54 M | 79.39% | 0.70% |
| CITADEL ADVISORS LLC | 05/15/2026 | 177.40 K | $3.52 M | -44.75% | 0.69% |
| FIELDER CAPITAL GROUP LLC | 05/12/2026 | 169.86 K | $3.37 M | 42.37% | 0.66% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 166.49 K | $3.31 M | 13.67% | 0.65% |
| VIDENT ADVISORY, LLC | 05/15/2026 | 165.80 K | $3.29 M | 100.00% | 0.65% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 143.60 K | $2.85 M | -46.70% | 0.56% |
| HUNTING HILL GLOBAL CAPITAL, LLC | 05/15/2026 | 140.00 K | $2.78 M | 100.00% | 0.55% |
| PASADENA PRIVATE WEALTH, LLC | 04/22/2026 | 131.72 K | $2.62 M | 9.16% | 0.51% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 123.69 K | $2.46 M | -9.80% | 0.48% |
| RELIANT WEALTH PLANNING | 05/15/2026 | 121.87 K | $2.42 M | 2.68% | 0.48% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 117.63 K | $2.34 M | -0.95% | 0.46% |
| MARINER, LLC | 05/13/2026 | 116.83 K | $2.32 M | -22.29% | 0.46% |
| JANE STREET GROUP, LLC | 05/12/2026 | 109.70 K | $2.18 M | 20.82% | 0.43% |
| LPL FINANCIAL LLC | 05/06/2026 | 101.73 K | $2.02 M | 85.18% | 0.40% |
| IRONBRIDGE PRIVATE WEALTH, LLC | 05/14/2026 | 100.41 K | $1.99 M | 100.00% | 0.39% |
| ARIES WEALTH MANAGEMENT | 05/15/2026 | 94.30 K | $1.87 M | 42.89% | 0.37% |
| OLD MISSION CAPITAL LLC | 05/15/2026 | 91.90 K | $38.17 K | 41.60% | 0.36% |
| RPO LLC | 05/12/2026 | 80.80 K | $1.60 M | 36.03% | 0.32% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 80.27 K | $1.59 M | 100.00% | 0.31% |
| STONEBROOK PRIVATE INC. | 05/11/2026 | 79.02 K | $1.57 M | 54.82% | 0.31% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 74.63 K | $1.48 M | -8.59% | 0.29% |
| OLD MISSION CAPITAL LLC | 05/15/2026 | 72.00 K | $94.40 K | 100.00% | 0.28% |
| SIMPLEX TRADING, LLC | 05/14/2026 | 71.55 K | $1.42 M | 100.00% | 0.28% |
| SIMPLICITY WEALTH,LLC | 04/30/2026 | 67.91 K | $1.35 M | -15.27% | 0.27% |
| 04/30/2026 | 67.19 K | $1.33 M | 100.00% | 0.26% | |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 65.36 K | $1.30 M | -25.24% | 0.26% |
| COLONY GROUP, LLC | 05/15/2026 | 62.75 K | $1.25 M | 20.46% | 0.24% |
| RFG ADVISORY, LLC | 04/20/2026 | 62.30 K | $1.24 M | 49.39% | 0.24% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 58.66 K | $1.16 M | 100.00% | 0.23% |
| VISIONARY WEALTH ADVISORS | 05/13/2026 | 57.72 K | $1.15 M | 7.46% | 0.23% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 54.88 K | $1.09 M | -0.58% | 0.21% |
| BETTERMENT LLC | 05/14/2026 | 54.48 K | $1.08 M | 100.00% | 0.21% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 54.05 K | $1.07 M | -28.67% | 0.21% |
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Common units of fractional undivided beneficial interest institutional Ownership - FAQ's
During the previous two years, 330 institutional investors and hedge funds held shares of Common units of fractional undivided beneficial interest. The most heavily invested institutionals were:
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 5.32 M
MORGAN STANLEY: 4.77 M
MANGROVE PARTNERS: 3.55 M
IMC-Chicago, LLC: 2.26 M
WOLVERINE ASSET MANAGEMENT LLC: 1.38 M
KALEIDOSCOPE CAPITAL LP: 1.37 M
103.21% of Common units of fractional undivided beneficial interest stock is owned by institutional investors.
Institutional investors have bought a total of 27.45 M shares in the last 24 months. This purchase volume represents approximately $528.97 M in transactions.