Units of fractional undivided beneficial interests Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ARCHER INVESTMENT MANAGEMENT, LLC | 07/07/2026 | 157.23 K | $2.30 M | 1,091.87% | 2.24% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 109.66 K | $1.60 M | 100.00% | 1.56% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 82.09 K | $1.20 M | 100.00% | 1.17% |
| VICTORY FINANCIAL GROUP, LLC | 07/29/2026 | 25.74 K | $376.03 K | 13.08% | 0.37% |
| WEALTHSPIRE ADVISORS, LLC | 08/11/2026 | 24.86 K | $363.21 K | 0.00% | 0.35% |
| CREATIVEONE WEALTH, LLC | 08/13/2026 | 20.19 K | $294.95 K | 0.51% | 0.29% |
| SHORE POINT ADVISORS, LLC | 07/14/2026 | 14.67 K | $214.30 K | 100.00% | 0.21% |
| FIDUCIARY FINANCIAL ADVISORS | 08/14/2026 | 7.97 K | $116.43 K | 100.00% | 0.11% |
| TOMPKINS FINANCIAL CORP | 07/15/2026 | 2.54 K | $37.17 K | 100.00% | 0.04% |
| EFG INTERNATIONAL AG | 08/14/2026 | 1.35 K | $19.72 K | 0.00% | 0.02% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 843 | $12.32 K | -24.93% | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 800 | $11.69 K | 0.00% | 0.01% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 07/28/2026 | 795 | $11.62 K | 0.00% | 0.01% |
| TD CAPITAL MANAGEMENT LLC | 08/06/2026 | 723 | $10.56 K | 100.00% | 0.01% |
| MORGAN STANLEY | 08/13/2026 | 100 | $1.46 K | 100.00% | 0.00% |
| CAPE INVESTMENT ADVISORY, INC. | 07/23/2026 | 28 | $409 | 100.00% | 0.00% |
| FLOW TRADERS U.S. LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 0 | $0 | -100.00% | 0.00% |
| ATOMI FINANCIAL GROUP, INC. | 08/04/2026 | 0 | $0 | -100.00% | 0.00% |
| BAER INVESTMENT ADVISORY LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
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Units of fractional undivided beneficial interests institutional Ownership - FAQ's
During the previous two years, 22 institutional investors and hedge funds held shares of Units of fractional undivided beneficial interests. The most heavily invested institutionals were:
Archer Investment Management, LLC: 157,232
ENVESTNET ASSET MANAGEMENT INC: 109,659
MML INVESTORS SERVICES, LLC: 82,090
VICTORY FINANCIAL GROUP, LLC: 25,738
Wealthspire Advisors, LLC: 24,860
CreativeOne Wealth, LLC: 20,188
6.39% of Units of fractional undivided beneficial interests stock is owned by institutional investors.
Institutional investors have bought a total of 452.71 K shares in the last 24 months. This purchase volume represents approximately $7.93 M in transactions.