Common Shares of Beneficial Interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 2.57 M | $43.32 M | 100.00% | 15.87% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 260.47 K | $4.39 M | 100.00% | 1.61% |
| VINVA INVESTMENT MANAGEMENT LTD | 08/14/2026 | 158.73 K | $33.61 M | 100.00% | 0.98% |
| APOLLON WEALTH MANAGEMENT, LLC | 07/23/2026 | 92.60 K | $1.56 M | 100.00% | 0.57% |
| LASALLE ST. INVESTMENT ADVISORS, LLC | 08/11/2026 | 65.00 K | $1.10 M | 100.00% | 0.40% |
| COMPASS ION ADVISORS, LLC | 08/12/2026 | 52.55 K | $885.42 K | 100.00% | 0.32% |
| PALATINE HILL WEALTH MANAGEMENT, LLC | 08/07/2026 | 37.13 K | $625.59 K | 100.00% | 0.23% |
| EAGLE GLOBAL ADVISORS LLC | 07/30/2026 | 36.90 K | $621.77 K | 100.00% | 0.23% |
| MISSION WEALTH MANAGEMENT, LP | 07/20/2026 | 28.29 K | $476.64 K | 100.00% | 0.17% |
| CITADEL ADVISORS LLC | 09/02/2026 | 26.27 K | $442.68 K | 100.00% | 0.16% |
| ADDISON CAPITAL CO | 08/04/2026 | 19.16 K | $322.78 K | 100.00% | 0.12% |
| INTESA SANPAOLO S.P.A. | 07/31/2026 | 17.40 K | $293.19 K | 100.00% | 0.11% |
| FOCUS PARTNERS WEALTH | 08/12/2026 | 14.50 K | $244.33 K | 100.00% | 0.09% |
| CITADEL ADVISORS LLC | 09/02/2026 | 11.80 K | $198.83 K | 100.00% | 0.07% |
| COMPOUND PLANNING, INC. | 08/04/2026 | 11.61 K | $195.61 K | 100.00% | 0.07% |
| ROTHSCHILD INVESTMENT LLC | 08/06/2026 | 11.00 K | $185.35 K | 100.00% | 0.07% |
| VALEO FINANCIAL ADVISORS, LLC | 07/08/2026 | 10.96 K | $184.59 K | 100.00% | 0.07% |
| FF ADVISORS,LLC | 07/29/2026 | 10.51 K | $177.03 K | 100.00% | 0.06% |
| BOGART WEALTH, LLC | 07/24/2026 | 2.81 K | $47.26 K | 100.00% | 0.02% |
| PITTENGER & ANDERSON INC | 07/27/2026 | 1.43 K | $24.10 K | 100.00% | 0.01% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 08/07/2026 | 1.00 K | $16.85 K | 100.00% | 0.01% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 448 | $7.55 K | 100.00% | 0.00% |
| SIMPLEX TRADING, LLC | 08/12/2026 | 335 | $5.64 K | 100.00% | 0.00% |
| ANCORA ADVISORS LLC | 08/14/2026 | 272 | $4.58 K | 100.00% | 0.00% |
| GUNPOWDER CAPITAL MANAGEMENT, LLC DBA OLIVER WEALTH MANAGEMENT | 08/11/2026 | 220 | $3.71 K | 100.00% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 100 | $1.69 K | 100.00% | 0.00% |
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Common Shares of Beneficial Interest institutional Ownership - FAQ's
During the previous two years, 22 institutional investors and hedge funds held shares of Common Shares of Beneficial Interest. The most heavily invested institutionals were:
Apollon Wealth Management, LLC: 103,100
Compass Ion Advisors, LLC: 52,585
MORGAN STANLEY: 2.57 M
Beacon Pointe Advisors, LLC: 260,472
Vinva Investment Management Ltd: 158,733
LaSalle St. Investment Advisors, LLC: 65,000
21.18% of Common Shares of Beneficial Interest stock is owned by institutional investors.
Institutional investors have bought a total of 3.39 M shares in the last 24 months. This purchase volume represents approximately $74.57 M in transactions.