Shares of Fractional Undivided Beneficial Interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 4.00 M | $107.88 M | 100.00% | 104.96% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 2.48 M | $66.89 M | 100.00% | 65.07% |
| SCHONFELD STRATEGIC ADVISORS LLC | 05/15/2026 | 1.88 M | $50.76 M | 100.00% | 49.38% |
| CITADEL ADVISORS LLC | 05/15/2026 | 331.52 K | $8.94 M | 100.00% | 8.70% |
| JANE STREET GROUP, LLC | 05/12/2026 | 217.44 K | $5.86 M | 100.00% | 5.71% |
| 05/15/2026 | 116.20 K | $3.15 M | 100.00% | 3.05% | |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 77.37 K | $2.09 M | 100.00% | 2.03% |
| RPO LLC | 05/12/2026 | 31.20 K | $841.46 K | 100.00% | 0.82% |
| ELEQUIN SECURITIES, LLC | 05/11/2026 | 23.32 K | $629.02 K | 100.00% | 0.61% |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 05/11/2026 | 18.51 K | $499.22 K | 100.00% | 0.49% |
| GREAT VALLEY ADVISOR GROUP, INC. | 05/11/2026 | 18.24 K | $492.00 K | 100.00% | 0.48% |
| JUMP FINANCIAL, LLC | 05/14/2026 | 14.89 K | $401.69 K | 100.00% | 0.39% |
| 04/14/2026 | 14.00 K | $377.61 K | 100.00% | 0.37% | |
| UNIQUE WEALTH, LLC | 04/21/2026 | 11.02 K | $297.24 K | 100.00% | 0.29% |
| LASALLE ST. INVESTMENT ADVISORS, LLC | 05/08/2026 | 10.00 K | $269.70 K | 100.00% | 0.26% |
| PENSIONMARK FINANCIAL GROUP, LLC | 04/27/2026 | 8.05 K | $217.19 K | 100.00% | 0.21% |
| TREK FINANCIAL, LLC | 05/13/2026 | 7.79 K | $209.96 K | 100.00% | 0.20% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 05/12/2026 | 7.73 K | $208.40 K | 100.00% | 0.20% |
| MORGAN STANLEY | 05/15/2026 | 1.00 K | $26.97 K | 100.00% | 0.03% |
| MOISAND FITZGERALD TAMAYO, LLC | 04/14/2026 | 899 | $24.25 K | 100.00% | 0.02% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 370 | $9.98 K | 100.00% | 0.01% |
| UBS GROUP AG | 05/05/2026 | 315 | $8.50 K | 100.00% | 0.01% |
| ATLANTIC UNION BANKSHARES CORP | 05/12/2026 | 190 | $5.13 K | 100.00% | 0.01% |
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.
Shares of Fractional Undivided Beneficial Interest institutional Ownership - FAQ's
During the previous two years, 21 institutional investors and hedge funds held shares of Shares of Fractional Undivided Beneficial Interest. The most heavily invested institutionals were:
BlackRock, Inc.: 4 M
GOLDMAN SACHS GROUP INC: 2.48 M
Schonfeld Strategic Advisors LLC: 1.88 M
CITADEL ADVISORS LLC: 331,520
JANE STREET GROUP, LLC: 217,440
Cetera Investment Advisers: 77,370
243.29% of Shares of Fractional Undivided Beneficial Interest stock is owned by institutional investors.
Institutional investors have bought a total of 9.14 M shares in the last 24 months. This purchase volume represents approximately $0 in transactions.