Shares of fractional undivided interests Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PASADENA PRIVATE WEALTH, LLC | 04/22/2026 | 252.65 K | $7.88 M | 864.90% | 1.59% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 204.65 K | $6.38 M | -2.16% | 1.29% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 172.15 K | $5.37 M | 5.36% | 1.08% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 143.60 K | $4.48 M | 23.53% | 0.91% |
| REHMANN CAPITAL ADVISORY GROUP | 05/15/2026 | 108.49 K | $3.38 M | 1.07% | 0.68% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 98.95 K | $3.09 M | 100.00% | 0.62% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 62.50 K | $1.95 M | 100.00% | 0.39% |
| HARTMANN TAYLOR WEALTH MANAGEMENT, LLC | 04/22/2026 | 59.04 K | $1.84 M | 25.75% | 0.37% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 04/07/2026 | 52.07 K | $1.62 M | 100.00% | 0.33% |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 05/18/2026 | 45.57 K | $1.42 M | 0.00% | 0.29% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 05/15/2026 | 41.03 K | $1.28 M | 0.00% | 0.26% |
| MARINER, LLC | 05/13/2026 | 39.93 K | $1.25 M | 15.97% | 0.25% |
| WEALTHSPIRE ADVISORS, LLC | 05/01/2026 | 37.25 K | $1.16 M | 243.84% | 0.23% |
| MODERN WEALTH MANAGEMENT, LLC | 05/14/2026 | 28.32 K | $890.19 K | -6.59% | 0.18% |
| ARIES WEALTH MANAGEMENT | 05/15/2026 | 27.75 K | $865.37 K | 90.06% | 0.17% |
| DEDORA CAPITAL, INC. | 04/27/2026 | 25.68 K | $800.83 K | 31.70% | 0.16% |
| ELYXIUM WEALTH, LLC | 05/06/2026 | 24.73 K | $771.27 K | 246.43% | 0.16% |
| FORTIS GROUP ADVISORS, LLC | 05/08/2026 | 22.32 K | $768.12 K | 100.00% | 0.14% |
| KEYSTONE FINANCIAL SERVICES, LLC | 04/21/2026 | 20.94 K | $653.12 K | 100.00% | 0.13% |
| MATHER GROUP, LLC. | 04/13/2026 | 16.81 K | $524.30 K | 100.00% | 0.11% |
| HUNTINGTON NATIONAL BANK | 05/15/2026 | 15.57 K | $468.55 K | 0.00% | 0.10% |
| ROSSMORE PRIVATE CAPITAL | 05/01/2026 | 13.65 K | $425.74 K | 100.00% | 0.09% |
| CREATIVE PLANNING | 05/12/2026 | 13.38 K | $417.23 K | 32.75% | 0.08% |
| SOLTIS INVESTMENT ADVISORS LLC | 04/27/2026 | 11.66 K | $363.72 K | 4.86% | 0.07% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 04/22/2026 | 11.17 K | $461.50 K | -62.55% | 0.07% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 10.41 K | $325.00 K | 63.87% | 0.07% |
| 3EDGE ASSET MANAGEMENT, LP | 05/15/2026 | 9.67 K | $301.64 K | 100.00% | 0.06% |
| CLARO ADVISORS LLC | 04/21/2026 | 9.30 K | $290.16 K | -1.06% | 0.06% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 8.79 K | $274.25 K | 0.74% | 0.06% |
| DUNCAN WILLIAMS ASSET MANAGEMENT, LLC | 05/05/2026 | 8.72 K | $272.04 K | 100.00% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 8.70 K | $271.26 K | 8.75% | 0.05% |
| ALESCO ADVISORS LLC | 05/13/2026 | 8.29 K | $258.53 K | 0.00% | 0.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 8.23 K | $256.66 K | -8.59% | 0.05% |
| BALBOA WEALTH PARTNERS | 04/16/2026 | 7.93 K | $247.46 K | 9.86% | 0.05% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 7.53 K | $234.86 K | 26.13% | 0.05% |
| VISIONARY WEALTH ADVISORS | 05/13/2026 | 7.49 K | $233.68 K | 100.00% | 0.05% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 7.37 K | $229.96 K | -5.22% | 0.05% |
| BIP WEALTH, LLC | 04/27/2026 | 7.27 K | $226.88 K | 100.00% | 0.05% |
| PINE VALLEY INVESTMENTS LTD LIABILITY CO | 06/08/2026 | 7.11 K | $221.73 K | 4.87% | 0.04% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 6.73 K | $209.91 K | -37.08% | 0.04% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 6.23 K | $195.78 K | 253.52% | 0.04% |
| OAKWORTH CAPITAL, INC. | 04/24/2026 | 4.61 K | $143.66 K | 0.00% | 0.03% |
| 05/12/2026 | 4.32 K | $134.77 K | -33.29% | 0.03% | |
| WHITTIER TRUST CO | 04/28/2026 | 3.69 K | $117.59 K | 0.00% | 0.02% |
| MCF ADVISORS LLC | 05/11/2026 | 3.66 K | $114.25 K | 100.00% | 0.02% |
| WOLFF WIESE MAGANA LLC | 04/13/2026 | 3.27 K | $101.99 K | 0.00% | 0.02% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 05/07/2026 | 2.80 K | $87.36 K | 71.21% | 0.02% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 05/14/2026 | 2.00 K | $62.08 K | 0.00% | 0.01% |
| CWM, LLC | 05/14/2026 | 1.86 K | $57.89 K | 8.54% | 0.01% |
| SMITHFIELD TRUST CO | 05/08/2026 | 1.42 K | $45.00 K | 0.00% | 0.01% |
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Shares of fractional undivided interests institutional Ownership - FAQ's
During the previous two years, 102 institutional investors and hedge funds held shares of Shares of fractional undivided interests. The most heavily invested institutionals were:
Pasadena Private Wealth, LLC: 252,650
Cetera Investment Advisers: 204,646
INDEPENDENT FINANCIAL GROUP, LLC: 172,147
Pathstone Holdings, LLC: 143,598
Rehmann Capital Advisory Group: 108,487
ENVESTNET ASSET MANAGEMENT INC: 98,947
10.85% of Shares of fractional undivided interests stock is owned by institutional investors.
Institutional investors have bought a total of 1.76 M shares in the last 24 months. This purchase volume represents approximately $0 in transactions.