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 | 08/14/2026 | 651.40 K | $8.31 M | -41.64% | 0.56% |
| CITADEL ADVISORS LLC | 09/02/2026 | 504.10 K | $6.43 M | 28.83% | 0.43% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 07/30/2026 | 460.00 K | $5.87 M | 0.00% | 0.40% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 312.99 K | $3.99 M | 100.00% | 0.27% |
| JANE STREET GROUP, LLC | 08/14/2026 | 303.70 K | $3.88 M | -5.12% | 0.26% |
| CITADEL ADVISORS LLC | 09/02/2026 | 293.47 K | $3.74 M | -10.10% | 0.25% |
| INTEGRATED ADVISORS NETWORK LLC | 08/11/2026 | 282.63 K | $3.61 M | -21.11% | 0.24% |
| ROBERTSON OPPORTUNITY CAPITAL, LLC | 08/13/2026 | 251.64 K | $3.21 M | 0.00% | 0.22% |
| WEALTHFRONT ADVISERS LLC | 08/07/2026 | 237.02 K | $3.02 M | -12.96% | 0.20% |
| LPL FINANCIAL LLC | 08/07/2026 | 236.43 K | $3.02 M | -10.23% | 0.20% |
| JANE STREET GROUP, LLC | 08/14/2026 | 215.36 K | $2.75 M | 5.24% | 0.19% |
| TITLEIST ASSET MANAGEMENT, LLC | 07/20/2026 | 211.33 K | $2.70 M | -1.23% | 0.18% |
| PASADENA PRIVATE WEALTH, LLC | 08/11/2026 | 204.59 K | $2.61 M | -0.14% | 0.18% |
| RBF CAPITAL, LLC | 08/14/2026 | 200.00 K | $2.55 M | 0.00% | 0.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 198.60 K | $2.53 M | -58.51% | 0.17% |
| SLOY DAHL & HOLST, LLC | 08/13/2026 | 187.50 K | $2.39 M | -0.08% | 0.16% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 181.29 K | $2.31 M | 1,295.83% | 0.16% |
| CITADEL ADVISORS LLC | 09/02/2026 | 178.00 K | $2.27 M | -38.58% | 0.15% |
| COLONY GROUP, LLC | 08/12/2026 | 173.88 K | $2.22 M | -1.54% | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 161.85 K | $2.07 M | 105.15% | 0.14% |
| HAVEN PRIVATE, LLC | 07/29/2026 | 120.88 K | $1.54 M | -1.95% | 0.10% |
| MARINER, LLC | 08/13/2026 | 119.99 K | $1.53 M | -4.72% | 0.10% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 118.81 K | $1.52 M | -9.90% | 0.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 114.34 K | $1.46 M | -4.61% | 0.10% |
| FIELDER CAPITAL GROUP LLC | 08/06/2026 | 109.35 K | $1.40 M | -0.81% | 0.09% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 83.25 K | $1.06 M | 67.41% | 0.07% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 70.25 K | $896.39 K | 5.77% | 0.06% |
| VERDE CAPITAL MANAGEMENT | 08/11/2026 | 67.52 K | $861.53 K | -58.91% | 0.06% |
| JANE STREET GROUP, LLC | 08/14/2026 | 63.50 K | $810.26 K | -89.76% | 0.05% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 61.68 K | $787.00 K | -0.77% | 0.05% |
| INTELLECTUS PARTNERS, LLC | 08/12/2026 | 60.67 K | $774.17 K | 1.37% | 0.05% |
| VAN HULZEN ASSET MANAGEMENT, LLC | 08/13/2026 | 59.41 K | $758.07 K | -2.06% | 0.05% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 55.04 K | $702.00 K | -4.42% | 0.05% |
| ARISTIDES CAPITAL LLC | 08/13/2026 | 54.90 K | $700.52 K | 8.07% | 0.05% |
| INNOVATIVE ADVISORY GROUP, LLC | 09/22/2026 | 50.85 K | $648.78 K | -5.43% | 0.04% |
| PYA WALTMAN CAPITAL, LLC | 08/14/2026 | 50.76 K | $647.68 K | 5.24% | 0.04% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 08/11/2026 | 50.42 K | $643.32 K | -0.98% | 0.04% |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 08/12/2026 | 50.00 K | $638.00 K | -16.67% | 0.04% |
| TIGEROAK MANAGEMENT, L.L.C. | 08/11/2026 | 48.30 K | $616.31 K | 0.00% | 0.04% |
| FINER WEALTH MANAGEMENT, INC. | 08/03/2026 | 46.23 K | $589.83 K | 6.02% | 0.04% |
| PRIVATE CAPITAL ADVISORS, INC. | 07/24/2026 | 45.61 K | $582.00 K | 0.00% | 0.04% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 45.11 K | $575.64 K | -4.49% | 0.04% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 43.80 K | $559.42 K | 8.01% | 0.04% |
| ARKADIOS WEALTH ADVISORS | 08/10/2026 | 43.46 K | $554.54 K | 1.17% | 0.04% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 43.39 K | $553.63 K | 14.54% | 0.04% |
| CIBC BANCORP USA INC. | 08/13/2026 | 40.01 K | $510.55 K | -0.67% | 0.03% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 40.01 K | $578.89 K | -4.21% | 0.03% |
| SMITHFIELD TRUST CO | 08/05/2026 | 39.47 K | $504.00 K | -56.27% | 0.03% |
| PINNACLE FINANCIAL PARTNERS, INC. | 08/14/2026 | 39.10 K | $498.86 K | 0.06% | 0.03% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 39.06 K | $498.37 K | -8.50% | 0.03% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Common units of fractional undivided beneficial interest institutional Ownership - FAQ's
During the previous two years, 333 institutional investors and hedge funds held shares of Common units of fractional undivided beneficial interest. The most heavily invested institutionals were:
STATE OF MICHIGAN RETIREMENT SYSTEM: 460,000
Virtu Financial LLC: 312,991
CITADEL ADVISORS LLC: 293,467
Integrated Advisors Network LLC: 282,633
Robertson Opportunity Capital, LLC: 251,643
Wealthfront Advisers LLC: 237,019
6.45% of Common units of fractional undivided beneficial interest stock is owned by institutional investors.
Institutional investors have bought a total of 7.98 M shares in the last 24 months. This purchase volume represents approximately $132.20 M in transactions.