Common Shares of Limited Liability Company Interests Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CLOUDALPHA CAPITAL MANAGEMENT LIMITED/HONG KONG | 05/13/2026 | 203.10 K | $26.60 M | 100.00% | 1.28% |
| GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | 05/14/2026 | 23.11 K | $3.03 M | 100.00% | 0.15% |
| MOSS ADAMS WEALTH ADVISORS LLC | 04/23/2026 | 13.43 K | $1.76 M | 100.00% | 0.08% |
| WEISS ASSET MANAGEMENT LP | 05/15/2026 | 8.82 K | $1.16 M | 100.00% | 0.06% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 3.26 K | $426.24 K | 100.00% | 0.02% |
| SCIENTECH RESEARCH LLC | 05/15/2026 | 3.13 K | $409.22 K | 100.00% | 0.02% |
| MAREX GROUP PLC | 05/13/2026 | 1.56 K | $204.68 K | 100.00% | 0.01% |
| UBS GROUP AG | 05/05/2026 | 526 | $68.88 K | 100.00% | 0.00% |
| FNY INVESTMENT ADVISERS, LLC | 04/15/2026 | 330 | $43.00 K | 100.00% | 0.00% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 300 | $39.29 K | 100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 269 | $35.22 K | 100.00% | 0.00% |
| WESTERN WEALTH MANAGEMENT, LLC | 05/19/2026 | 116 | $15.19 K | 100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 114 | $14.93 K | 100.00% | 0.00% |
| MORGAN STANLEY | 05/15/2026 | 100 | $13.10 K | 100.00% | 0.00% |
| CREWE ADVISORS LLC | 05/07/2026 | 100 | $13.10 K | 100.00% | 0.00% |
| GABLES CAPITAL MANAGEMENT INC. | 05/01/2026 | 50 | $6.55 K | 100.00% | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 05/15/2026 | 35 | $4.38 K | 100.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 24 | $3.14 K | 100.00% | 0.00% |
| ROSSBY FINANCIAL, LCC | 05/11/2026 | 15 | $1.73 K | 100.00% | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 05/07/2026 | 3 | $393 | 100.00% | 0.00% |
| WALL STREET FINANCIAL GROUP, INC. | 05/06/2026 | 3 | $393 | 100.00% | 0.00% |
| CWM, LLC | 05/14/2026 | 2 | $262 | 100.00% | 0.00% |
| SUNBELT SECURITIES, INC. | 05/18/2026 | 2 | $262 | 100.00% | 0.00% |
| SALOMON & LUDWIN, LLC | 05/11/2026 | 2 | $226 | 100.00% | 0.00% |
| IFP ADVISORS, INC | 04/13/2026 | 1 | $131 | 100.00% | 0.00% |
| BEAIRD HARRIS WEALTH MANAGEMENT, LLC | 05/14/2026 | 1 | $131 | 100.00% | 0.00% |
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Common Shares of Limited Liability Company Interests institutional Ownership - FAQ's
During the previous two years, 26 institutional investors and hedge funds held shares of Common Shares of Limited Liability Company Interests. The most heavily invested institutionals were:
CloudAlpha Capital Management Limited/Hong Kong: 203,104
Garden State Investment Advisory Services LLC: 23,113
Moss Adams Wealth Advisors LLC: 13,426
Weiss Asset Management LP: 8,821
KESTRA PRIVATE WEALTH SERVICES, LLC: 3,255
Scientech Research LLC: 3,125
1.62% of Common Shares of Limited Liability Company Interests stock is owned by institutional investors.
Institutional investors have bought a total of 258.40 K shares in the last 24 months. This purchase volume represents approximately $0 in transactions.