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 | 02/13/2026 | 4.05 M | $113.61 M | 5,398,546.67% | 15.81% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 1.53 M | $42.95 M | 29.30% | 5.97% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 02/17/2026 | 1.00 M | $28.06 M | -34.64% | 3.90% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 942.05 K | $26.43 M | 100.00% | 3.68% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 780.14 K | $21.89 M | 1,630.11% | 3.05% |
| KALEIDOSCOPE CAPITAL LP | 02/13/2026 | 776.69 K | $21.79 M | 8.33% | 3.03% |
| SLOY DAHL & HOLST, LLC | 02/04/2026 | 730.74 K | $20.50 M | -6.04% | 2.85% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 594.10 K | $16.67 M | 209.73% | 2.32% |
| JANE STREET GROUP, LLC | 02/12/2026 | 564.28 K | $15.83 M | -68.05% | 2.20% |
| CITADEL ADVISORS LLC | 02/17/2026 | 497.20 K | $13.95 M | -40.01% | 1.94% |
| PARKWOOD LLC | 02/17/2026 | 408.00 K | $11.45 M | 100.00% | 1.59% |
| MASSAR CAPITAL MANAGEMENT, LP | 02/17/2026 | 356.83 K | $10.01 M | 39.93% | 1.39% |
| CITADEL ADVISORS LLC | 02/17/2026 | 336.13 K | $9.43 M | 12.05% | 1.31% |
| CITADEL ADVISORS LLC | 02/17/2026 | 321.10 K | $9.01 M | -43.64% | 1.25% |
| HBK INVESTMENTS L P | 02/17/2026 | 311.14 K | $8.73 M | 0.00% | 1.21% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 269.40 K | $7.56 M | -57.94% | 1.05% |
| FARALLON CAPITAL MANAGEMENT LLC | 02/17/2026 | 228.34 K | $6.41 M | 100.00% | 0.89% |
| OLD MISSION CAPITAL LLC | 02/17/2026 | 186.74 K | $5.24 M | 598.44% | 0.73% |
| HAVEN PRIVATE, LLC | 02/12/2026 | 184.16 K | $5.17 M | 3.68% | 0.72% |
| TRUSTEES OF DARTMOUTH COLLEGE | 01/14/2026 | 178.15 K | $5.00 M | 100.00% | 0.70% |
| VIDENT ADVISORY, LLC | 02/18/2026 | 158.00 K | $4.43 M | 28.77% | 0.62% |
| MARINER, LLC | 02/13/2026 | 150.34 K | $4.22 M | 13.87% | 0.59% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 146.47 K | $4.11 M | 100.00% | 0.57% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 137.13 K | $3.85 M | -1.73% | 0.54% |
| MATAURO, LLC | 01/16/2026 | 125.98 K | $3.53 M | 455.75% | 0.49% |
| PASADENA PRIVATE WEALTH, LLC | 02/10/2026 | 120.66 K | $3.39 M | 26.24% | 0.47% |
| FIELDER CAPITAL GROUP LLC | 02/10/2026 | 119.31 K | $3.35 M | 12.36% | 0.47% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 118.76 K | $3.33 M | 1.08% | 0.46% |
| RELIANT WEALTH PLANNING | 02/12/2026 | 118.69 K | $3.33 M | 15.70% | 0.46% |
| VERDE CAPITAL MANAGEMENT | 02/06/2026 | 99.29 K | $2.79 M | 45.82% | 0.39% |
| JANE STREET GROUP, LLC | 02/12/2026 | 90.80 K | $2.55 M | -80.18% | 0.35% |
| ALMITAS CAPITAL LLC | 02/17/2026 | 89.56 K | $2.51 M | 0.00% | 0.35% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 87.42 K | $2.45 M | 93.25% | 0.34% |
| DRW SECURITIES, LLC | 02/12/2026 | 84.34 K | $2.37 M | 571.37% | 0.33% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 81.65 K | $2.29 M | -7.49% | 0.32% |
| JANE STREET GROUP, LLC | 02/12/2026 | 80.50 K | $2.26 M | -72.01% | 0.31% |
| SIMPLICITY WEALTH,LLC | 01/30/2026 | 80.15 K | $2.25 M | -14.25% | 0.31% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 75.77 K | $2.13 M | -15.95% | 0.30% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 75.42 K | $2.31 M | -0.48% | 0.29% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 69.21 K | $1.94 M | -2.13% | 0.27% |
| ARIES WEALTH MANAGEMENT | 01/30/2026 | 66.00 K | $1.85 M | 40.93% | 0.26% |
| OLD MISSION CAPITAL LLC | 02/17/2026 | 64.90 K | $22.55 K | -47.11% | 0.25% |
| RPO LLC | 02/17/2026 | 59.40 K | $1.67 M | 100.00% | 0.23% |
| BECK CAPITAL MANAGEMENT, LLC | 02/13/2026 | 56.39 K | $1.58 M | -76.75% | 0.22% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 55.19 K | $1.55 M | 6.16% | 0.22% |
| LPL FINANCIAL LLC | 02/11/2026 | 54.94 K | $1.54 M | 42.08% | 0.21% |
| VISIONARY WEALTH ADVISORS | 02/13/2026 | 53.71 K | $1.51 M | 9.67% | 0.21% |
| GROUP ONE TRADING, L.P. | 02/12/2026 | 53.71 K | $1.51 M | 100.00% | 0.21% |
| AVAII WEALTH MANAGEMENT, LLC | 01/13/2026 | 53.56 K | $1.50 M | 102.73% | 0.21% |
| ARCHER INVESTMENT MANAGEMENT, LLC | 01/12/2026 | 53.07 K | $1.49 M | -8.90% | 0.21% |
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Common units of fractional undivided beneficial interest institutional Ownership - FAQ's
During the previous two years, 357 institutional investors and hedge funds held shares of Common units of fractional undivided beneficial interest. The most heavily invested institutionals were:
IMC-Chicago, LLC: 2.26 M
WOLVERINE ASSET MANAGEMENT LLC: 1.38 M
Haven Private, LLC: 195,465
Rye Brook Capital LLC: 192,060
MATAURO, LLC: 182,689
Verde Capital Management: 178,118
58.46% of Common units of fractional undivided beneficial interest stock is owned by institutional investors.
Institutional investors have bought a total of 19.47 M shares in the last 24 months. This purchase volume represents approximately $375.16 M in transactions.