Shares of Fractional Undivided 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 | 5.04 M | $102.31 M | 103.23% | 132.25% |
| BLACKROCK, INC. | 08/07/2026 | 4.00 M | $81.20 M | 0.00% | 104.96% |
| KALEIDOSCOPE CAPITAL LP | 08/11/2026 | 456.77 K | $9.27 M | 100.00% | 11.99% |
| INTESA SANPAOLO S.P.A. | 07/31/2026 | 349.60 K | $7.10 M | 200.86% | 9.17% |
| CITADEL ADVISORS LLC | 09/02/2026 | 231.23 K | $4.69 M | -30.25% | 6.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 230.21 K | $4.67 M | 100.00% | 6.04% |
| IMC-CHICAGO, LLC | 08/06/2026 | 210.52 K | $4.27 M | 100.00% | 5.52% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 118.99 K | $2.42 M | 100.00% | 3.12% |
| JANE STREET GROUP, LLC | 08/14/2026 | 92.21 K | $1.87 M | -57.59% | 2.42% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 76.38 K | $1.55 M | -1.28% | 2.00% |
| JUMP FINANCIAL, LLC | 08/13/2026 | 60.00 K | $1.22 M | 302.85% | 1.57% |
| UNIQUE WEALTH, LLC | 07/21/2026 | 42.84 K | $869.73 K | 288.75% | 1.12% |
| BELPOINTE ASSET MANAGEMENT LLC | 07/31/2026 | 19.66 K | $399.05 K | 100.00% | 0.52% |
| GREAT VALLEY ADVISOR GROUP, INC. | 08/10/2026 | 18.11 K | $368.00 K | -0.67% | 0.48% |
| RPO LLC | 08/13/2026 | 15.60 K | $316.68 K | -50.00% | 0.41% |
| LASALLE ST. INVESTMENT ADVISORS, LLC | 08/11/2026 | 15.00 K | $304.50 K | 50.00% | 0.39% |
| AMICUS FINANCIAL ADVISORS, LLC | 07/20/2026 | 14.00 K | $284.22 K | 0.00% | 0.37% |
| SKYVIEW INVESTMENT ADVISORS, LLC | 09/15/2026 | 12.00 K | $244.00 K | 100.00% | 0.31% |
| CARDIFF PARK ADVISORS, LLC | 08/14/2026 | 10.00 K | $203.00 K | 100.00% | 0.26% |
| PENSIONMARK FINANCIAL GROUP, LLC | 08/14/2026 | 8.05 K | $217.19 K | 0.00% | 0.21% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 07/28/2026 | 7.53 K | $152.91 K | 100.00% | 0.20% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 6.73 K | $136.60 K | 100.00% | 0.18% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 08/14/2026 | 1.23 K | $25.05 K | 100.00% | 0.03% |
| MORGAN STANLEY | 08/13/2026 | 1.00 K | $20.30 K | 0.00% | 0.03% |
| MOISAND FITZGERALD TAMAYO, LLC | 07/13/2026 | 899 | $18.25 K | 0.00% | 0.02% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 350 | $7.11 K | 100.00% | 0.01% |
| ATLANTIC UNION BANKSHARES CORP | 08/11/2026 | 280 | $5.68 K | 47.37% | 0.01% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 43 | $873 | -88.38% | 0.00% |
| SIMPLEX TRADING, LLC | 08/12/2026 | 30 | $609 | 100.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 20 | $406 | 100.00% | 0.00% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| SCHONFELD STRATEGIC ADVISORS LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| TREK FINANCIAL, LLC | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 08/07/2026 | 0 | $0 | -100.00% | 0.00% |
| ELEQUIN SECURITIES, LLC | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
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Shares of Fractional Undivided Beneficial Interest institutional Ownership - FAQ's
During the previous two years, 36 institutional investors and hedge funds held shares of Shares of Fractional Undivided Beneficial Interest. The most heavily invested institutionals were:
GOLDMAN SACHS GROUP INC: 5.04 M
BlackRock, Inc.: 4 M
KALEIDOSCOPE CAPITAL LP: 456,769
Intesa Sanpaolo S.p.A.: 349,600
CITADEL ADVISORS LLC: 231,229
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 230,207
289.66% of Shares of Fractional Undivided Beneficial Interest stock is owned by institutional investors.
Institutional investors have bought a total of 11.04 M shares in the last 24 months. This purchase volume represents approximately $0 in transactions.