Common units of fractional undivided beneficial interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 5.12 M | $76.94 M | 7.37% | 20.01% |
| KALEIDOSCOPE CAPITAL LP | 08/11/2026 | 4.17 M | $62.61 M | 203.95% | 16.28% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 3.31 M | $49.78 M | -37.74% | 12.94% |
| MANGROVE PARTNERS | 08/14/2026 | 2.23 M | $33.56 M | -37.16% | 8.73% |
| IMC-CHICAGO, LLC | 08/06/2026 | 2.18 M | $32.80 M | -3.26% | 8.53% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 2.03 M | $30.48 M | 100.00% | 7.93% |
| JANE STREET GROUP, LLC | 08/14/2026 | 900.35 K | $13.53 M | 169.15% | 3.52% |
| SLOY DAHL & HOLST, LLC | 08/13/2026 | 865.95 K | $13.02 M | 15.84% | 3.38% |
| TOROSO INVESTMENTS, LLC | 08/13/2026 | 513.10 K | $7.71 M | -0.04% | 2.01% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 476.50 K | $7.16 M | 37.48% | 1.86% |
| VERDE CAPITAL MANAGEMENT | 08/11/2026 | 320.34 K | $4.81 M | 79.84% | 1.25% |
| OLD MISSION CAPITAL LLC | 08/14/2026 | 275.70 K | $390.64 K | 282.92% | 1.08% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 260.88 K | $3.92 M | 100.00% | 1.02% |
| OLD MISSION CAPITAL LLC | 08/14/2026 | 258.40 K | $77.24 K | 181.18% | 1.01% |
| CITADEL ADVISORS LLC | 09/02/2026 | 247.10 K | $3.71 M | -34.07% | 0.97% |
| VIDENT ADVISORY, LLC | 08/12/2026 | 232.50 K | $3.49 M | 100.00% | 0.91% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 220.71 K | $3.32 M | 100.00% | 0.86% |
| MATAURO, LLC | 07/21/2026 | 205.65 K | $3.09 M | 12.57% | 0.80% |
| RYE BROOK CAPITAL LLC | 07/20/2026 | 200.25 K | $3.01 M | 4.26% | 0.78% |
| HAVEN PRIVATE, LLC | 07/29/2026 | 195.80 K | $2.94 M | 0.17% | 0.77% |
| COMPASS FINANCIAL MANAGEMENT LLC | 08/12/2026 | 194.85 K | $2.93 M | 100.00% | 0.76% |
| TRUSTEES OF DARTMOUTH COLLEGE | 08/13/2026 | 178.15 K | $2.68 M | 0.00% | 0.70% |
| PASADENA PRIVATE WEALTH, LLC | 08/11/2026 | 176.57 K | $2.65 M | 34.05% | 0.69% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 175.82 K | $2.64 M | -87.28% | 0.69% |
| FIELDER CAPITAL GROUP LLC | 08/06/2026 | 160.17 K | $2.41 M | -5.70% | 0.63% |
| CITADEL ADVISORS LLC | 09/02/2026 | 155.80 K | $2.34 M | -12.18% | 0.61% |
| HBK INVESTMENTS L P | 09/16/2026 | 152.62 K | $2.29 M | -50.95% | 0.60% |
| RELIANT WEALTH PLANNING | 08/07/2026 | 132.52 K | $1.99 M | 8.74% | 0.52% |
| BETTERMENT LLC | 08/14/2026 | 119.45 K | $1.80 M | 119.26% | 0.47% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 119.14 K | $1.79 M | -3.68% | 0.47% |
| MARINER, LLC | 08/13/2026 | 113.32 K | $1.70 M | -3.01% | 0.44% |
| LPL FINANCIAL LLC | 08/07/2026 | 113.28 K | $1.70 M | 11.35% | 0.44% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 107.60 K | $1.62 M | -25.07% | 0.42% |
| IRONBRIDGE PRIVATE WEALTH, LLC | 08/13/2026 | 101.78 K | $1.53 M | 1.37% | 0.40% |
| ARIES WEALTH MANAGEMENT | 07/24/2026 | 100.40 K | $1.51 M | 6.46% | 0.39% |
| GRAETZ WEALTH LLC | 08/13/2026 | 91.93 K | $1.38 M | 36.81% | 0.36% |
| STONEBROOK PRIVATE INC. | 08/14/2026 | 82.22 K | $1.24 M | 4.05% | 0.32% |
| SIMPLEX TRADING, LLC | 08/12/2026 | 76.96 K | $1.16 M | 7.56% | 0.30% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 76.47 K | $1.15 M | 513.71% | 0.30% |
| REDE WEALTH, LLC | 08/03/2026 | 74.40 K | $1.12 M | 39.71% | 0.29% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 72.40 K | $1.09 M | -38.45% | 0.28% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 69.86 K | $1.05 M | -12.97% | 0.27% |
| COLONY GROUP, LLC | 08/12/2026 | 60.99 K | $919.25 K | -2.80% | 0.24% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 56.43 K | $848.02 K | -3.81% | 0.22% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 54.70 K | $822.00 K | 1.20% | 0.21% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 51.98 K | $781.20 K | -30.36% | 0.20% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 50.98 K | $870.27 K | 1.82% | 0.20% |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 07/30/2026 | 47.26 K | $710.29 K | 27.92% | 0.18% |
| SAVVY ADVISORS, INC. | 08/03/2026 | 45.99 K | $691.26 K | 100.00% | 0.18% |
| MEITAV INVESTMENT HOUSE LTD | 07/20/2026 | 44.49 K | $668.63 K | 5.13% | 0.17% |
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Common units of fractional undivided beneficial interest institutional Ownership - FAQ's
During the previous two years, 328 institutional investors and hedge funds held shares of Common units of fractional undivided beneficial interest. The most heavily invested institutionals were:
MORGAN STANLEY: 5.12 M
KALEIDOSCOPE CAPITAL LP: 4.17 M
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 3.31 M
MANGROVE PARTNERS: 2.23 M
IMC-Chicago, LLC: 2.18 M
GOLDMAN SACHS GROUP INC: 2.03 M
107.60% of Common units of fractional undivided beneficial interest stock is owned by institutional investors.
Institutional investors have bought a total of 29.01 M shares in the last 24 months. This purchase volume represents approximately $559.00 M in transactions.