Shares of fractional undivided interests Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BULLISH | 08/19/2026 | 2.26 M | $59.51 M | 0.00% | 14.21% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 191.90 K | $5.06 M | -6.23% | 1.21% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 148.16 K | $3.91 M | 49.74% | 0.93% |
| REHMANN CAPITAL ADVISORY GROUP | 08/20/2026 | 146.49 K | $3.87 M | 35.03% | 0.92% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 118.96 K | $3.14 M | -30.90% | 0.75% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 84.72 K | $2.24 M | 35.56% | 0.53% |
| BIP WEALTH, LLC | 08/03/2026 | 65.34 K | $1.72 M | 798.32% | 0.41% |
| PASADENA PRIVATE WEALTH, LLC | 08/11/2026 | 62.49 K | $1.65 M | -75.27% | 0.39% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 62.20 K | $1.64 M | -56.68% | 0.39% |
| HARTMANN TAYLOR WEALTH MANAGEMENT, LLC | 07/28/2026 | 58.76 K | $1.83 M | -0.48% | 0.37% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 52.11 K | $1.38 M | 25,956.50% | 0.33% |
| DWM FINANCIAL GROUP, INC. | 08/14/2026 | 48.36 K | $2.00 M | 100.00% | 0.30% |
| WEALTHSPIRE ADVISORS, LLC | 08/11/2026 | 48.01 K | $1.27 M | 28.90% | 0.30% |
| ARIES WEALTH MANAGEMENT | 07/24/2026 | 46.08 K | $1.22 M | 66.08% | 0.29% |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 08/12/2026 | 45.57 K | $1.20 M | 0.00% | 0.29% |
| MARINER, LLC | 08/13/2026 | 41.77 K | $1.10 M | 4.61% | 0.26% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 08/11/2026 | 41.03 K | $1.08 M | 0.00% | 0.26% |
| KINGSBURY CAPITAL INVESTMENT ADVISORS LLC | 08/25/2026 | 36.50 K | $963.34 K | 89.57% | 0.23% |
| KMT WEALTH MANAGEMENT, LLC | 08/05/2026 | 36.50 K | $963.34 K | 100.00% | 0.23% |
| KEYSTONE FINANCIAL SERVICES, LLC | 07/24/2026 | 34.60 K | $913.20 K | 65.25% | 0.22% |
| DEDORA CAPITAL, INC. | 07/13/2026 | 32.79 K | $865.25 K | 27.70% | 0.21% |
| ELYXIUM WEALTH, LLC | 08/03/2026 | 26.69 K | $704.35 K | 7.93% | 0.17% |
| MODERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 21.79 K | $575.12 K | -23.06% | 0.14% |
| PROFESSIONAL FINANCIAL ADVISORS, LLC | 07/09/2026 | 20.94 K | $552.72 K | 100.00% | 0.13% |
| FORTIS GROUP ADVISORS, LLC | 07/24/2026 | 18.75 K | $494.68 K | -16.03% | 0.12% |
| MATHER GROUP, LLC. | 07/27/2026 | 16.12 K | $425.28 K | -4.13% | 0.10% |
| HUNTINGTON NATIONAL BANK | 08/13/2026 | 15.57 K | $408.14 K | 0.00% | 0.10% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 15.37 K | $405.72 K | 146.81% | 0.10% |
| ROSSMORE PRIVATE CAPITAL | 07/31/2026 | 13.65 K | $360.22 K | 0.00% | 0.09% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 08/14/2026 | 12.40 K | $327.24 K | 100.00% | 0.08% |
| SOLTIS INVESTMENT ADVISORS LLC | 07/31/2026 | 11.66 K | $307.75 K | 0.00% | 0.07% |
| CREATIVE PLANNING | 08/13/2026 | 11.44 K | $301.95 K | -14.47% | 0.07% |
| VISIONARY WEALTH ADVISORS | 08/13/2026 | 11.02 K | $290.82 K | 47.09% | 0.07% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 07/17/2026 | 10.37 K | $323.38 K | -7.16% | 0.07% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 9.90 K | $261.00 K | -4.90% | 0.06% |
| FORT POINT CAPITAL PARTNERS LLC | 08/14/2026 | 9.37 K | $247.35 K | 100.00% | 0.06% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 08/14/2026 | 8.55 K | $225.58 K | 100.00% | 0.05% |
| ALESCO ADVISORS LLC | 08/05/2026 | 8.29 K | $218.75 K | 0.00% | 0.05% |
| BALBOA WEALTH PARTNERS | 08/10/2026 | 7.95 K | $209.90 K | 0.25% | 0.05% |
| CLARO ADVISORS LLC | 07/30/2026 | 7.93 K | $209.25 K | -14.77% | 0.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 7.59 K | $200.27 K | -7.78% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 6.53 K | $172.25 K | -24.95% | 0.04% |
| OAKWORTH CAPITAL, INC. | 07/22/2026 | 4.61 K | $123.81 K | 0.00% | 0.03% |
| BENSON WEALTH MANAGEMENT INC | 08/10/2026 | 3.85 K | $101.52 K | -10.97% | 0.02% |
| MCF ADVISORS LLC | 08/12/2026 | 3.66 K | $96.67 K | 0.00% | 0.02% |
| WOLFF WIESE MAGANA LLC | 07/13/2026 | 2.80 K | $73.92 K | -14.34% | 0.02% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 2.05 K | $54.10 K | 100.00% | 0.01% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 08/14/2026 | 2.00 K | $52.44 K | 0.00% | 0.01% |
| SMITHFIELD TRUST CO | 08/05/2026 | 1.42 K | $36.00 K | 0.00% | 0.01% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 1.35 K | $35.52 K | 0.00% | 0.01% |
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Shares of fractional undivided interests institutional Ownership - FAQ's
During the previous two years, 98 institutional investors and hedge funds held shares of Shares of fractional undivided interests. The most heavily invested institutionals were:
Bullish: 2.26 M
Cetera Investment Advisers: 191,900
ENVESTNET ASSET MANAGEMENT INC: 148,162
Rehmann Capital Advisory Group: 146,490
INDEPENDENT FINANCIAL GROUP, LLC: 118,960
Integrated Wealth Concepts LLC: 84,720
24.97% of Shares of fractional undivided interests stock is owned by institutional investors.
Institutional investors have bought a total of 4.06 M shares in the last 24 months. This purchase volume represents approximately $0 in transactions.