Common Shares of Beneficial Interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 2.30 M | $27.91 M | 1.39% | 54.52% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 70.99 K | $862.52 K | -5.38% | 1.69% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 46.68 K | $567.17 K | 60.37% | 1.11% |
| UHLMANN PRICE SECURITIES, LLC | 01/12/2026 | 23.67 K | $287.65 K | 45.68% | 0.56% |
| MORGAN STANLEY | 02/13/2026 | 19.27 K | $234.12 K | -19.61% | 0.46% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 18.52 K | $224.98 K | 1.37% | 0.44% |
| CRESSET ASSET MANAGEMENT, LLC | 02/17/2026 | 14.10 K | $172.23 K | 0.00% | 0.33% |
| CWM, LLC | 01/26/2026 | 9.78 K | $119.00 K | 0.00% | 0.23% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 4.86 K | $59.07 K | 0.70% | 0.12% |
| HIGHLINE WEALTH PARTNERS LLC | 01/15/2026 | 300 | $3.65 K | 0.00% | 0.01% |
| UBS GROUP AG | 01/29/2026 | 1 | $12 | -99.20% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1 | $11 | 0.00% | 0.00% |
| NARWHAL CAPITAL MANAGEMENT | 01/30/2026 | 0 | $0 | -100.00% | 0.00% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 02/20/2026 | 0 | $0 | -100.00% | 0.00% |
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Common Shares of Beneficial Interest institutional Ownership - FAQ's
During the previous two years, 27 institutional investors and hedge funds held shares of Common Shares of Beneficial Interest. The most heavily invested institutionals were:
Noble Wealth Management PBC: 55,931
UHLMANN PRICE SECURITIES, LLC: 24,061
Narwhal Capital Management: 13,354
UBS Group AG: 582
GHP Investment Advisors, Inc.: 400
HIGHLINE WEALTH PARTNERS LLC: 300
59.46% of Common Shares of Beneficial Interest stock is owned by institutional investors.
Institutional investors have bought a total of 2.63 M shares in the last 24 months. This purchase volume represents approximately $30.86 M in transactions.