Common units of fractional undivided beneficial interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | 05/15/2026 | 3.00 M | $90.10 M | 0.25% | 2.10% |
| WELLS FARGO & COMPANY/MN | 07/08/2026 | 2.08 M | $62.35 M | 41.17% | 1.45% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 1.36 M | $40.82 M | 4.92% | 0.95% |
| EMORY UNIVERSITY | 05/14/2026 | 1.35 M | $40.61 M | 32.32% | 0.95% |
| PARAGON ADVISORS, LLC | 05/04/2026 | 1.07 M | $32.19 M | 60.44% | 0.75% |
| TOROSO INVESTMENTS, LLC | 05/15/2026 | 991.11 K | $29.72 M | 648.53% | 0.69% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 928.82 K | $27.86 M | 121.51% | 0.65% |
| SLOY DAHL & HOLST, LLC | 05/14/2026 | 850.61 K | $25.51 M | 5.37% | 0.59% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 832.60 K | $24.97 M | -73.72% | 0.58% |
| MORGAN STANLEY | 05/15/2026 | 719.08 K | $21.57 M | 6,288.40% | 0.50% |
| KALEIDOSCOPE CAPITAL LP | 05/11/2026 | 611.75 K | $18.35 M | 33.83% | 0.43% |
| STEEL PEAK WEALTH MANAGEMENT LLC | 05/05/2026 | 599.53 K | $17.98 M | 0.03% | 0.42% |
| OVATA CAPITAL MANAGEMENT LTD | 05/13/2026 | 567.87 K | $17.03 M | 100.00% | 0.40% |
| PARAFI CAPITAL LP | 05/15/2026 | 520.00 K | $15.59 M | 0.00% | 0.36% |
| NEWEDGE WEALTH, LLC | 05/13/2026 | 383.56 K | $11.50 M | 3,052.75% | 0.27% |
| RIVERSEDGE ADVISORS, LLC | 04/16/2026 | 370.05 K | $11.10 M | 88.24% | 0.26% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 360.10 K | $10.80 M | 3.63% | 0.25% |
| EAGLECLAW CAPITAL MANAGMENT, LLC | 05/08/2026 | 313.68 K | $9.41 M | 4.15% | 0.22% |
| APRIEM ADVISORS | 05/15/2026 | 286.26 K | $8.58 M | 96.52% | 0.20% |
| LPL FINANCIAL LLC | 05/06/2026 | 282.13 K | $8.46 M | 40.21% | 0.20% |
| BETTERMENT LLC | 05/14/2026 | 272.65 K | $8.18 M | 100.00% | 0.19% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 267.56 K | $8.02 M | 1,322.44% | 0.19% |
| CITADEL ADVISORS LLC | 05/15/2026 | 264.60 K | $7.94 M | 137.31% | 0.18% |
| PASADENA PRIVATE WEALTH, LLC | 04/22/2026 | 228.04 K | $6.84 M | -26.55% | 0.16% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 227.90 K | $6.83 M | 23.18% | 0.16% |
| MARINER, LLC | 05/13/2026 | 222.40 K | $6.67 M | 23.27% | 0.16% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 203.57 K | $6.11 M | 315.01% | 0.14% |
| JANE STREET GROUP, LLC | 05/12/2026 | 194.60 K | $5.84 M | -86.33% | 0.14% |
| HFG WEALTH MANAGEMENT, LLC | 04/23/2026 | 193.40 K | $5.80 M | 21.47% | 0.14% |
| RELIANT WEALTH PLANNING | 05/15/2026 | 180.84 K | $5.42 M | 9.31% | 0.13% |
| CRESSET ASSET MANAGEMENT, LLC | 05/15/2026 | 170.98 K | $5.13 M | 100.00% | 0.12% |
| MOORS & CABOT, INC. | 05/08/2026 | 169.10 K | $5.07 M | 11.21% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 167.40 K | $5.02 M | -35.24% | 0.12% |
| MATAURO, LLC | 04/22/2026 | 164.88 K | $4.94 M | 460.37% | 0.12% |
| ASSETMARK, INC | 05/06/2026 | 155.86 K | $4.67 M | -17.32% | 0.11% |
| STONEBROOK PRIVATE INC. | 05/11/2026 | 149.90 K | $4.50 M | 36.95% | 0.10% |
| BEAUMONT FINANCIAL ADVISORS, LLC | 05/05/2026 | 146.95 K | $4.41 M | 48.43% | 0.10% |
| GEM INVESTMENT ADVISORS, LLC | 05/15/2026 | 145.50 K | $4.36 M | 100.00% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 138.79 K | $4.16 M | 15.57% | 0.10% |
| ASCENSION CAPITAL ADVISORS, INC. | 05/13/2026 | 137.15 K | $4.11 M | 100.00% | 0.10% |
| 04/16/2026 | 135.90 K | $4.08 M | 17.61% | 0.09% | |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 135.13 K | $4.05 M | 23.34% | 0.09% |
| 05/11/2026 | 134.90 K | $4.05 M | 11.59% | 0.09% | |
| FINANCIAL SECURITY ADVISOR, INC. | 05/04/2026 | 130.07 K | $3.90 M | 32.96% | 0.09% |
| HERITAGE FAMILY OFFICES, LLP | 04/08/2026 | 129.19 K | $3.87 M | 100.00% | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 129.00 K | $3.87 M | -21.34% | 0.09% |
| ONE CHARLES PRIVATE WEALTH SERVICES, LLC | 05/07/2026 | 124.00 K | $3.72 M | 1.18% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 110.93 K | $3.33 M | 123.88% | 0.08% |
| MEITAV INVESTMENT HOUSE LTD | 04/29/2026 | 106.69 K | $3.20 M | 44.68% | 0.07% |
| FIELDER CAPITAL GROUP LLC | 05/12/2026 | 103.66 K | $3.11 M | 25.59% | 0.07% |
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Common units of fractional undivided beneficial interest institutional Ownership - FAQ's
During the previous two years, 558 institutional investors and hedge funds held shares of Common units of fractional undivided beneficial interest. The most heavily invested institutionals were:
Paragon Advisors, LLC: 1.31 M
Steel Peak Wealth Management LLC: 585,796
Ovata Capital Management Ltd: 551,872
GFS Advisors, LLC: 421,760
HighTower Advisors, LLC: 359,999
ENVESTNET ASSET MANAGEMENT INC: 273,410
19.37% of Common units of fractional undivided beneficial interest stock is owned by institutional investors.
Institutional investors have bought a total of 28.64 M shares in the last 24 months. This purchase volume represents approximately $874.80 M in transactions.