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 | 02/17/2026 | 1.08 M | $26.42 M | 23.25% | 0.77% |
| 01/26/2026 | 623.27 K | $36.10 M | 100.00% | 0.50% | |
| CITADEL ADVISORS LLC | 02/17/2026 | 708.40 K | $17.26 M | -26.72% | 0.50% |
| JANE STREET GROUP, LLC | 02/12/2026 | 514.70 K | $12.54 M | -40.49% | 0.42% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 01/29/2026 | 460.00 K | $11.21 M | 0.00% | 0.37% |
| DRW SECURITIES, LLC | 02/12/2026 | 506.27 K | $12.34 M | 100.00% | 0.36% |
| WEALTHFRONT ADVISERS LLC | 01/30/2026 | 288.20 K | $7.02 M | -3.47% | 0.23% |
| ROBERTSON OPPORTUNITY CAPITAL, LLC | 02/10/2026 | 251.64 K | $6.13 M | 0.00% | 0.19% |
| LPL FINANCIAL LLC | 02/11/2026 | 270.43 K | $6.59 M | -2.87% | 0.19% |
| CITADEL ADVISORS LLC | 02/17/2026 | 259.10 K | $6.31 M | -27.91% | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 249.37 K | $6.08 M | -39.67% | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 247.80 K | $6.04 M | -55.31% | 0.18% |
| RBF CAPITAL, LLC | 02/17/2026 | 200.00 K | $4.87 M | 0.00% | 0.16% |
| SLOY DAHL & HOLST, LLC | 02/04/2026 | 188.30 K | $4.59 M | -1.46% | 0.15% |
| PASADENA PRIVATE WEALTH, LLC | 02/10/2026 | 215.86 K | $5.26 M | -2.54% | 0.15% |
| TITLEIST ASSET MANAGEMENT, LLC | 02/12/2026 | 205.52 K | $5.01 M | 22.41% | 0.15% |
| JANE STREET GROUP, LLC | 02/12/2026 | 166.50 K | $4.06 M | -59.77% | 0.13% |
| VERDE CAPITAL MANAGEMENT | 02/06/2026 | 157.82 K | $3.85 M | 0.59% | 0.12% |
| RYE BROOK CAPITAL LLC | 01/27/2026 | 139.30 K | $3.40 M | -4.43% | 0.11% |
| MARINER, LLC | 02/13/2026 | 151.28 K | $3.69 M | 15.98% | 0.11% |
| INTEGRATED ADVISORS NETWORK LLC | 02/17/2026 | 147.64 K | $3.60 M | -5.00% | 0.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 145.07 K | $3.54 M | -6.67% | 0.10% |
| COLONY GROUP, LLC | 02/13/2026 | 153.73 K | $3.52 M | 22.71% | 0.10% |
| BAROMETER CAPITAL MANAGEMENT INC. | 02/12/2026 | 130.50 K | $2.60 M | 601.61% | 0.09% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 131.41 K | $3.20 M | -1.72% | 0.09% |
| HAVEN PRIVATE, LLC | 02/12/2026 | 123.28 K | $3.00 M | -1.43% | 0.09% |
| FIELDER CAPITAL GROUP LLC | 02/10/2026 | 110.25 K | $2.69 M | -0.78% | 0.08% |
| SMITHFIELD TRUST CO | 02/09/2026 | 90.25 K | $2.20 M | 0.00% | 0.06% |
| HALTER FERGUSON FINANCIAL INC. | 02/05/2026 | 75.37 K | $1.84 M | 100.00% | 0.06% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 01/27/2026 | 72.86 K | $1.78 M | -7.29% | 0.06% |
| MONECO ADVISORS, LLC | 02/04/2026 | 69.25 K | $1.69 M | -0.02% | 0.06% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 70.03 K | $1.71 M | -28.90% | 0.05% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 63.52 K | $1.55 M | -22.13% | 0.05% |
| JANE STREET GROUP, LLC | 02/12/2026 | 55.53 K | $1.35 M | -93.80% | 0.05% |
| VAN HULZEN ASSET MANAGEMENT, LLC | 02/06/2026 | 62.26 K | $1.52 M | -2.23% | 0.04% |
| INTELLECTUS PARTNERS, LLC | 02/10/2026 | 59.83 K | $1.46 M | 0.00% | 0.04% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 51.53 K | $1.37 M | -2.97% | 0.04% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 02/24/2026 | 50.92 K | $1.24 M | 44.44% | 0.04% |
| TIGEROAK MANAGEMENT, L.L.C. | 01/21/2026 | 48.30 K | $1.18 M | 0.00% | 0.04% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 53.71 K | $1.31 M | 1.50% | 0.04% |
| INTERCHANGE CAPITAL PARTNERS, LLC | 01/30/2026 | 46.60 K | $1.14 M | -12.64% | 0.04% |
| ARISTIDES CAPITAL LLC | 02/26/2026 | 44.99 K | $1.10 M | 100.00% | 0.04% |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 02/12/2026 | 50.00 K | $1.22 M | 0.00% | 0.04% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 45.66 K | $1.11 M | -5.04% | 0.03% |
| PYA WALTMAN CAPITAL, LLC | 02/13/2026 | 49.85 K | $1.21 M | -1.81% | 0.03% |
| SIMPLICITY WEALTH,LLC | 01/30/2026 | 38.69 K | $942.75 K | 1.03% | 0.03% |
| FINER WEALTH MANAGEMENT, INC. | 01/21/2026 | 38.53 K | $938.85 K | 40.10% | 0.03% |
| PROSPERITY FINANCIAL GROUP, INC. | 01/26/2026 | 38.34 K | $934.44 K | 0.00% | 0.03% |
| 01/16/2026 | 42.91 K | $1.05 M | 100.00% | 0.03% | |
| ARKADIOS WEALTH ADVISORS | 02/13/2026 | 41.89 K | $1.02 M | -7.37% | 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, 381 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
Integrated Advisors Network LLC: 358,249
Wealthfront Advisers LLC: 272,314
TITLEIST ASSET MANAGEMENT, LLC: 213,968
Pasadena Private Wealth, LLC: 204,878
Verde Capital Management: 164,312
7.16% of Common units of fractional undivided beneficial interest stock is owned by institutional investors.
Institutional investors have bought a total of 9.42 M shares in the last 24 months. This purchase volume represents approximately $156.04 M in transactions.