Units Representing Beneficial Interests Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SABER CAPITAL MANAGMENT, LLC | 07/27/2026 | 143.58 K | $321.61 K | 100.00% | 1.18% |
| BLACKROCK, INC. | 08/07/2026 | 55.41 K | $124.11 K | -10.26% | 0.46% |
| CERTUITY, LLC | 07/28/2026 | 55.00 K | $123.20 K | 0.00% | 0.45% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 39.50 K | $88.49 K | 27.01% | 0.32% |
| XTX TOPCO LTD | 08/14/2026 | 29.05 K | $65.07 K | 100.00% | 0.24% |
| CITADEL ADVISORS LLC | 09/02/2026 | 14.68 K | $32.87 K | 100.00% | 0.12% |
| CWA ASSET MANAGEMENT GROUP, LLC | 07/14/2026 | 14.67 K | $32.85 K | 0.00% | 0.12% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 14.45 K | $32.38 K | -5.86% | 0.12% |
| ROYAL BANK OF CANADA | 08/14/2026 | 5.00 K | $11.00 K | 0.00% | 0.04% |
| HHM WEALTH ADVISORS, LLC | 07/13/2026 | 4.30 K | $9.63 K | 0.00% | 0.04% |
| ATLANTIC UNION BANKSHARES CORP | 08/11/2026 | 3.50 K | $7.84 K | 0.00% | 0.03% |
| AMERIFLEX GROUP, INC. | 08/14/2026 | 3.50 K | $7.84 K | -30.00% | 0.03% |
| BARCLAYS PLC | 08/14/2026 | 1.97 K | $4.41 K | -38.84% | 0.02% |
| UBS GROUP AG | 08/13/2026 | 1.82 K | $4.08 K | 3.88% | 0.02% |
| MORGAN STANLEY | 08/13/2026 | 1.47 K | $3.28 K | -0.07% | 0.01% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 100 | $224 | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 58 | $130 | 0.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 08/05/2026 | 2 | $4 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1 | $2 | 0.00% | 0.00% |
| JANE STREET GROUP, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| SOUND INCOME STRATEGIES, LLC | 07/20/2026 | 0 | $0 | -100.00% | 0.00% |
| HOWARD FINANCIAL SERVICES, LTD. | 07/07/2026 | 0 | $0 | -100.00% | 0.00% |
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.
Units Representing Beneficial Interests institutional Ownership - FAQ's
During the previous two years, 30 institutional investors and hedge funds held shares of Units Representing Beneficial Interests. The most heavily invested institutionals were:
Saber Capital Managment, LLC: 143,576
BlackRock, Inc.: 55,405
CERTUITY, LLC: 55,000
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 39,504
XTX Topco Ltd: 29,048
CITADEL ADVISORS LLC: 14,675
3.19% of Units Representing Beneficial Interests stock is owned by institutional investors.
Institutional investors have bought a total of 6.44 M shares in the last 24 months. This purchase volume represents approximately $22.79 M in transactions.