Common Shares Of Beneficial Interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 1.94 M | $39.82 M | 100.00% | 1.07% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 468.89 K | $9.62 M | 100.00% | 0.26% |
| SLOY DAHL & HOLST, LLC | 02/04/2026 | 86.29 K | $1.77 M | 100.00% | 0.05% |
| JANE STREET GROUP, LLC | 02/12/2026 | 84.58 K | $1.74 M | 100.00% | 0.05% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 42.15 K | $865.00 K | 100.00% | 0.02% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 33.44 K | $686.09 K | 100.00% | 0.02% |
| CITADEL ADVISORS LLC | 02/17/2026 | 21.47 K | $440.63 K | 100.00% | 0.01% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 17.14 K | $433.55 K | 100.00% | 0.01% |
| BEAIRD HARRIS WEALTH MANAGEMENT, LLC | 02/23/2026 | 7.94 K | $162.93 K | 100.00% | 0.00% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 5.31 K | $108.86 K | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 02/11/2026 | 3.87 K | $79.43 K | 100.00% | 0.00% |
| IFP ADVISORS, INC | 02/06/2026 | 3.80 K | $77.98 K | 100.00% | 0.00% |
| NBC SECURITIES, INC. | 01/29/2026 | 3.72 K | $76.35 K | 100.00% | 0.00% |
| CONCORD WEALTH PARTNERS | 01/29/2026 | 2.38 K | $48.84 K | 100.00% | 0.00% |
| FARMERS & MERCHANTS INVESTMENTS INC | 02/03/2026 | 2.37 K | $48.71 K | 100.00% | 0.00% |
| CLAYTON FINANCIAL GROUP LLC | 01/21/2026 | 2.21 K | $45.43 K | 100.00% | 0.00% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 2.14 K | $43.00 K | 100.00% | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 1.50 K | $30.78 K | 100.00% | 0.00% |
| SWAN CAPITAL LLC | 02/12/2026 | 1.28 K | $26.33 K | 100.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 1.19 K | $24.34 K | 100.00% | 0.00% |
| TRUVESTMENTS CAPITAL LLC | 02/13/2026 | 1.01 K | $20.62 K | 100.00% | 0.00% |
| COMPREHENSIVE FINANCIAL PLANNING, INC./PA | 02/11/2026 | 1.00 K | $20.56 K | 100.00% | 0.00% |
| 02/11/2026 | 918 | $18.84 K | 100.00% | 0.00% | |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 829 | $17.01 K | 100.00% | 0.00% |
| BOKF, NA | 02/03/2026 | 500 | $10.26 K | 100.00% | 0.00% |
| PIN OAK INVESTMENT ADVISORS INC | 02/13/2026 | 500 | $8.00 K | 100.00% | 0.00% |
| CWM, LLC | 01/26/2026 | 478 | $10.00 K | 100.00% | 0.00% |
| ROYAL BANK OF CANADA | 02/17/2026 | 400 | $8.00 K | 100.00% | 0.00% |
| MCF ADVISORS LLC | 02/11/2026 | 223 | $4.58 K | 100.00% | 0.00% |
| GGM FINANCIALS LLC | 02/04/2026 | 96 | $1.97 K | 100.00% | 0.00% |
| OPTIMA CAPITAL LLC | 01/23/2026 | 79 | $1.62 K | 100.00% | 0.00% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 02/03/2026 | 25 | $513 | 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.
Common Shares Of Beneficial Interest institutional Ownership - FAQ's
During the previous two years, 45 institutional investors and hedge funds held shares of Common Shares Of Beneficial Interest. The most heavily invested institutionals were:
Refined Wealth Management: 148,603
WOLVERINE ASSET MANAGEMENT LLC: 77,004
Sovran Advisors, LLC: 33,969
HighTower Advisors, LLC: 21,834
COMMONWEALTH EQUITY SERVICES, LLC: 13,788
IMC-Chicago, LLC: 13,200
1.51% of Common Shares Of Beneficial Interest stock is owned by institutional investors.
Institutional investors have bought a total of 3.04 M shares in the last 24 months. This purchase volume represents approximately $46.71 M in transactions.