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 | 1.12 M | $19.05 M | 2.95% | 0.79% |
| JANE STREET GROUP, LLC | 05/12/2026 | 620.30 K | $10.59 M | 272.55% | 0.44% |
| MORGAN STANLEY | 05/15/2026 | 586.02 K | $10.00 M | 3,334.46% | 0.42% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 478.70 K | $8.17 M | 93.18% | 0.34% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 05/04/2026 | 460.00 K | $7.85 M | 0.00% | 0.33% |
| CITADEL ADVISORS LLC | 05/15/2026 | 391.30 K | $6.68 M | -44.76% | 0.28% |
| INTEGRATED ADVISORS NETWORK LLC | 04/28/2026 | 358.25 K | $6.12 M | 142.66% | 0.25% |
| CITADEL ADVISORS LLC | 05/15/2026 | 326.43 K | $5.57 M | 100.00% | 0.23% |
| JANE STREET GROUP, LLC | 05/12/2026 | 320.10 K | $5.46 M | -37.81% | 0.23% |
| CITADEL ADVISORS LLC | 05/15/2026 | 289.80 K | $4.95 M | 11.85% | 0.21% |
| WEALTHFRONT ADVISERS LLC | 05/05/2026 | 272.31 K | $4.65 M | -5.51% | 0.19% |
| LPL FINANCIAL LLC | 05/06/2026 | 263.35 K | $4.50 M | -2.62% | 0.19% |
| ROBERTSON OPPORTUNITY CAPITAL, LLC | 05/12/2026 | 251.64 K | $4.30 M | 0.00% | 0.18% |
| TITLEIST ASSET MANAGEMENT, LLC | 04/30/2026 | 213.97 K | $3.65 M | 4.11% | 0.15% |
| PASADENA PRIVATE WEALTH, LLC | 04/22/2026 | 204.88 K | $3.50 M | -5.09% | 0.15% |
| JANE STREET GROUP, LLC | 05/12/2026 | 204.63 K | $3.49 M | 268.48% | 0.15% |
| RBF CAPITAL, LLC | 05/18/2026 | 200.00 K | $3.41 M | 0.00% | 0.14% |
| SLOY DAHL & HOLST, LLC | 05/14/2026 | 187.66 K | $3.20 M | -0.34% | 0.13% |
| COLONY GROUP, LLC | 05/15/2026 | 176.61 K | $3.01 M | 14.88% | 0.13% |
| VERDE CAPITAL MANAGEMENT | 04/17/2026 | 164.31 K | $2.80 M | 4.11% | 0.12% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 131.87 K | $2.25 M | 0.35% | 0.09% |
| MARINER, LLC | 05/13/2026 | 125.93 K | $2.15 M | -16.76% | 0.09% |
| HAVEN PRIVATE, LLC | 05/05/2026 | 123.28 K | $2.10 M | 0.00% | 0.09% |
| MANATUCK HILL PARTNERS, LLC | 05/15/2026 | 120.00 K | $2.05 M | 100.00% | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 119.87 K | $2.05 M | -17.37% | 0.09% |
| FIELDER CAPITAL GROUP LLC | 05/12/2026 | 110.25 K | $1.88 M | 0.00% | 0.08% |
| GROUP ONE TRADING, L.P. | 05/13/2026 | 103.25 K | $1.76 M | 211.28% | 0.07% |
| SMITHFIELD TRUST CO | 05/08/2026 | 90.25 K | $1.54 M | 0.00% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 78.89 K | $1.35 M | -68.36% | 0.06% |
| MONECO ADVISORS, LLC | 05/08/2026 | 68.60 K | $1.17 M | -0.95% | 0.05% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 66.42 K | $1.13 M | 23.65% | 0.05% |
| SURIENCE PRIVATE WEALTH LLC | 04/20/2026 | 64.99 K | $1.11 M | 100.00% | 0.05% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 62.16 K | $1.06 M | -11.24% | 0.04% |
| VAN HULZEN ASSET MANAGEMENT, LLC | 05/14/2026 | 60.66 K | $1.04 M | -2.57% | 0.04% |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 05/18/2026 | 60.00 K | $1.02 M | 20.00% | 0.04% |
| INTELLECTUS PARTNERS, LLC | 04/10/2026 | 59.85 K | $1.02 M | 0.05% | 0.04% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 57.58 K | $983.00 K | -9.35% | 0.04% |
| INTERCHANGE CAPITAL PARTNERS, LLC | 04/24/2026 | 54.40 K | $833.76 K | 16.72% | 0.04% |
| SIMPLEX TRADING, LLC | 05/14/2026 | 53.62 K | $915.23 K | 100.00% | 0.04% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 04/22/2026 | 50.92 K | $869.15 K | 0.00% | 0.04% |
| ARISTIDES CAPITAL LLC | 05/14/2026 | 50.80 K | $867.16 K | 12.93% | 0.04% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 49.73 K | $848.89 K | 240.06% | 0.04% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 48.45 K | $827.02 K | -2.26% | 0.03% |
| TIGEROAK MANAGEMENT, L.L.C. | 04/21/2026 | 48.30 K | $824.48 K | 0.00% | 0.03% |
| PYA WALTMAN CAPITAL, LLC | 05/13/2026 | 48.23 K | $823.32 K | -3.25% | 0.03% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 47.24 K | $806.33 K | 15.74% | 0.03% |
| PRIVATE CAPITAL ADVISORS, INC. | 05/12/2026 | 45.61 K | $778.58 K | 101.72% | 0.03% |
| FINER WEALTH MANAGEMENT, INC. | 05/12/2026 | 43.60 K | $744.25 K | 13.17% | 0.03% |
| ARKADIOS WEALTH ADVISORS | 05/18/2026 | 42.96 K | $733.25 K | 2.54% | 0.03% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 42.69 K | $728.65 K | -6.51% | 0.03% |
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Common units of fractional undivided beneficial interest institutional Ownership - FAQ's
During the previous two years, 345 institutional investors and hedge funds held shares of Common units of fractional undivided beneficial interest. The most heavily invested institutionals were:
MORGAN STANLEY: 586,022
STATE OF MICHIGAN RETIREMENT SYSTEM: 460,000
Integrated Advisors Network LLC: 358,249
CITADEL ADVISORS LLC: 326,430
Wealthfront Advisers LLC: 272,314
LPL Financial LLC: 263,354
5.87% of Common units of fractional undivided beneficial interest stock is owned by institutional investors.
Institutional investors have bought a total of 8.69 M shares in the last 24 months. This purchase volume represents approximately $143.95 M in transactions.