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 | 08/14/2026 | 2.21 M | $25.76 M | 100.00% | 1.22% |
| JANE STREET GROUP, LLC | 08/14/2026 | 1.21 M | $14.05 M | 5,733.42% | 0.67% |
| IRONBRIDGE PRIVATE WEALTH, LLC | 08/13/2026 | 522.96 K | $6.10 M | 377.48% | 0.29% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 495.86 K | $5.78 M | 0.00% | 0.27% |
| MAREX GROUP PLC | 08/14/2026 | 375.52 K | $4.38 M | 31.29% | 0.21% |
| KALEIDOSCOPE CAPITAL LP | 08/11/2026 | 211.16 K | $2.46 M | 0.00% | 0.12% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 199.91 K | $2.33 M | 159.61% | 0.11% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 186.35 K | $2.17 M | 100.00% | 0.10% |
| REFINED WEALTH MANAGEMENT | 07/21/2026 | 153.73 K | $1.79 M | 3.45% | 0.08% |
| SLOY DAHL & HOLST, LLC | 08/13/2026 | 86.29 K | $1.01 M | 0.00% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 53.12 K | $619.33 K | 2.40% | 0.03% |
| SOVRAN ADVISORS, LLC | 07/30/2026 | 47.30 K | $559.50 K | 39.23% | 0.03% |
| CITADEL ADVISORS LLC | 09/02/2026 | 46.20 K | $538.69 K | 113.89% | 0.03% |
| MILITIA CAPITAL MANAGEMENT LLC | 08/12/2026 | 35.32 K | $411.83 K | 11.00% | 0.02% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 34.69 K | $404.51 K | -2.44% | 0.02% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 31.97 K | $372.74 K | 156.66% | 0.02% |
| IMC-CHICAGO, LLC | 08/06/2026 | 28.24 K | $329.24 K | 113.92% | 0.02% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 26.60 K | $310.12 K | 21.81% | 0.01% |
| GRAETZ WEALTH LLC | 08/13/2026 | 24.40 K | $284.49 K | 21.26% | 0.01% |
| KEEL POINT, LLC | 08/14/2026 | 19.44 K | $226.71 K | 11.75% | 0.01% |
| CITADEL ADVISORS LLC | 09/02/2026 | 19.10 K | $222.71 K | 100.00% | 0.01% |
| FSA ADVISORS, INC. | 08/17/2026 | 18.20 K | $212.17 K | 62.23% | 0.01% |
| RFG ADVISORY, LLC | 07/15/2026 | 17.28 K | $201.53 K | 45.15% | 0.01% |
| KOVACK ADVISORS, INC. | 07/29/2026 | 15.34 K | $181.65 K | 33.33% | 0.01% |
| JANE STREET GROUP, LLC | 08/14/2026 | 15.10 K | $176.07 K | 36.04% | 0.01% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 12.67 K | $147.00 K | 187.65% | 0.01% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 12.55 K | $146.33 K | -70.12% | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 12.55 K | $146.33 K | -8.98% | 0.01% |
| CLEARSTEAD ADVISORS, LLC | 08/06/2026 | 12.00 K | $139.92 K | 0.00% | 0.01% |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 07/28/2026 | 11.62 K | $135.50 K | 100.00% | 0.01% |
| SPARTAN WEALTH ADVISORY SERVICES LLC | 08/05/2026 | 10.89 K | $126.92 K | 2.93% | 0.01% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 10.63 K | $123.98 K | 100.00% | 0.01% |
| BEAIRD HARRIS WEALTH MANAGEMENT, LLC | 07/08/2026 | 9.87 K | $115.06 K | 14.42% | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 7.50 K | $87.45 K | 100.00% | 0.00% |
| TRUVESTMENTS CAPITAL LLC | 08/12/2026 | 7.25 K | $84.58 K | 17.61% | 0.00% |
| RAKUTEN GROUP, INC. | 08/12/2026 | 6.69 K | $78.01 K | 100.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 6.29 K | $73.30 K | 296.34% | 0.00% |
| SIMPLEX TRADING, LLC | 08/12/2026 | 5.02 K | $58.47 K | -2.03% | 0.00% |
| COMPREHENSIVE FINANCIAL PLANNING, INC./PA | 08/10/2026 | 4.70 K | $54.83 K | 369.26% | 0.00% |
| IFP ADVISORS, INC | 07/20/2026 | 3.80 K | $44.31 K | 0.00% | 0.00% |
| NBC SECURITIES, INC. | 07/21/2026 | 3.08 K | $35.94 K | 0.00% | 0.00% |
| ELEVATED CAPITAL ADVISORS, LLC | 08/03/2026 | 2.90 K | $33.78 K | 0.00% | 0.00% |
| CONCORD WEALTH PARTNERS | 07/27/2026 | 2.38 K | $27.74 K | 100.00% | 0.00% |
| FARMERS & MERCHANTS INVESTMENTS INC | 07/20/2026 | 2.37 K | $27.68 K | 0.00% | 0.00% |
| LARSON FINANCIAL GROUP LLC | 08/14/2026 | 1.80 K | $20.94 K | 140.43% | 0.00% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 1.69 K | $19.68 K | 103.62% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 1.41 K | $16.41 K | 100.00% | 0.00% |
| SWAN CAPITAL LLC | 08/13/2026 | 1.28 K | $14.96 K | 0.00% | 0.00% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 1.12 K | $13.11 K | 100.00% | 0.00% |
| GILPIN WEALTH MANAGEMENT, LLC | 07/24/2026 | 1.00 K | $11.66 K | 0.00% | 0.00% |
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Common Shares Of Beneficial Interest institutional Ownership - FAQ's
During the previous two years, 83 institutional investors and hedge funds held shares of Common Shares Of Beneficial Interest. The most heavily invested institutionals were:
GOLDMAN SACHS GROUP INC: 2.21 M
JANE STREET GROUP, LLC: 1.21 M
IronBridge Private Wealth, LLC: 522,961
MILLENNIUM MANAGEMENT LLC: 495,856
Marex Group plc: 375,517
KALEIDOSCOPE CAPITAL LP: 211,158
3.40% of Common Shares Of Beneficial Interest stock is owned by institutional investors.
Institutional investors have bought a total of 6.16 M shares in the last 24 months. This purchase volume represents approximately $94.63 M in transactions.