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 | 08/12/2026 | 2.28 M | $26.83 M | -0.07% | 54.15% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 61.58 K | $724.20 K | 0.00% | 1.46% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 52.67 K | $626.75 K | 214.34% | 1.25% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 47.99 K | $564.40 K | -14.19% | 1.14% |
| UHLMANN PRICE SECURITIES, LLC | 07/24/2026 | 29.48 K | $346.71 K | 22.53% | 0.70% |
| CRESSET ASSET MANAGEMENT, LLC | 08/14/2026 | 14.10 K | $165.82 K | 0.00% | 0.33% |
| MORGAN STANLEY | 08/13/2026 | 13.84 K | $162.76 K | -13.78% | 0.33% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 11.41 K | $134.16 K | 0.19% | 0.27% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 900 | $10.58 K | -67.19% | 0.02% |
| UBS GROUP AG | 08/13/2026 | 713 | $8.39 K | 22.51% | 0.02% |
| GHP INVESTMENT ADVISORS, INC. | 07/20/2026 | 400 | $4.70 K | 0.00% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 300 | $3.53 K | 0.00% | 0.01% |
| LIFESTEPS FINANCIAL, INC. | 07/17/2026 | 175 | $2.06 K | 100.00% | 0.00% |
| CLEAR STREET GROUP INC. | 08/12/2026 | 32 | $376 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1 | $10 | 0.00% | 0.00% |
| NARWHAL CAPITAL MANAGEMENT | 07/24/2026 | 0 | $0 | -100.00% | 0.00% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
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Common Shares of Beneficial Interest institutional Ownership - FAQ's
During the previous two years, 30 institutional investors and hedge funds held shares of Common Shares of Beneficial Interest. The most heavily invested institutionals were:
Noble Wealth Management PBC: 47,993
UHLMANN PRICE SECURITIES, LLC: 28,628
Narwhal Capital Management: 19,444
HIGHLINE WEALTH PARTNERS LLC: 300
GHP Investment Advisors, Inc.: 0
LifeSteps Financial, Inc.: 0
59.70% of Common Shares of Beneficial Interest stock is owned by institutional investors.
Institutional investors have bought a total of 2.65 M shares in the last 24 months. This purchase volume represents approximately $31.04 M in transactions.