Units of fractional undivided beneficial interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 701.72 K | $127.12 M | 5.50% | 6.55% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 566.74 K | $102.67 M | 5.81% | 5.29% |
| LPL FINANCIAL LLC | 08/07/2026 | 494.76 K | $89.62 M | 1.75% | 4.62% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 382.24 K | $69.24 M | -2.65% | 3.57% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 289.26 K | $52.32 M | 6.43% | 2.70% |
| WEALTHFRONT ADVISERS LLC | 08/07/2026 | 229.31 K | $41.54 M | 23.30% | 2.14% |
| CAPE COD FIVE CENTS SAVINGS BANK | 08/14/2026 | 212.44 K | $38.48 M | 100.00% | 1.98% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 209.65 K | $37.98 M | 25.18% | 1.96% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 206.71 K | $37.44 M | 0.11% | 1.93% |
| COLONY GROUP, LLC | 08/12/2026 | 185.91 K | $33.68 M | -10.25% | 1.74% |
| CULLEN/FROST BANKERS, INC. | 07/27/2026 | 169.97 K | $30.79 M | -4.89% | 1.59% |
| SEQUOIA FINANCIAL ADVISORS, LLC | 07/17/2026 | 161.49 K | $29.25 M | -1.24% | 1.51% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 07/27/2026 | 129.39 K | $23.44 M | 0.78% | 1.21% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 109.54 K | $20.24 M | 12.15% | 1.02% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 85.85 K | $15.55 M | 26.18% | 0.80% |
| PAUL R. RIED FINANCIAL GROUP, LLC | 07/07/2026 | 80.56 K | $14.59 M | -2.69% | 0.75% |
| ARGOS WEALTH ADVISORS, LLC | 08/13/2026 | 79.82 K | $14.46 M | -5.13% | 0.75% |
| LARSON FINANCIAL GROUP LLC | 08/14/2026 | 79.75 K | $14.45 M | -3.91% | 0.74% |
| ADVANCE CAPITAL MANAGEMENT, INC. | 08/13/2026 | 73.91 K | $13.39 M | 26.60% | 0.69% |
| UBS GROUP AG | 08/13/2026 | 72.76 K | $13.18 M | -11.32% | 0.68% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 71.95 K | $13.03 M | 13.38% | 0.67% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 66.27 K | $12.00 M | -4.68% | 0.62% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 65.66 K | $11.90 M | 47.13% | 0.61% |
| PEAK FINANCIAL MANAGEMENT, INC. | 07/20/2026 | 62.78 K | $11.37 M | 1.49% | 0.59% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 62.16 K | $11.26 M | 3.19% | 0.58% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 61.87 K | $11.21 M | 100.00% | 0.58% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 60.80 K | $11.01 M | 53.93% | 0.57% |
| IFG ADVISORY, LLC | 08/14/2026 | 59.15 K | $10.71 M | 100.00% | 0.55% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 08/12/2026 | 56.68 K | $10.27 M | 5.31% | 0.53% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 48.90 K | $8.86 M | 5.67% | 0.46% |
| SOUND STEWARDSHIP, LLC | 07/13/2026 | 48.88 K | $8.85 M | 0.68% | 0.46% |
| TOWNELEY CAPITAL MANAGEMENT, INC / DE | 07/30/2026 | 48.62 K | $8.81 M | 0.62% | 0.45% |
| COURAGE MILLER PARTNERS, LLC | 07/23/2026 | 45.79 K | $8.30 M | 1.46% | 0.43% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 45.69 K | $8.28 M | 37.14% | 0.43% |
| AXXCESS WEALTH MANAGEMENT, LLC | 07/28/2026 | 44.42 K | $8.05 M | -2.51% | 0.41% |
| SOLITUDE FINANCIAL SERVICES | 07/24/2026 | 44.26 K | $8.02 M | 9.99% | 0.41% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 39.07 K | $7.08 M | 1.46% | 0.36% |
| PICTET ASSET MANAGEMENT HOLDING SA | 07/30/2026 | 35.82 K | $6.49 M | 56.97% | 0.33% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 34.35 K | $6.27 M | 19.69% | 0.32% |
| JANE STREET GROUP, LLC | 08/14/2026 | 33.48 K | $6.06 M | 100.00% | 0.31% |
| BELPOINTE ASSET MANAGEMENT LLC | 07/31/2026 | 32.83 K | $5.95 M | 1.71% | 0.31% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 31.93 K | $5.78 M | 39.76% | 0.30% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 31.82 K | $5.76 M | -2.93% | 0.30% |
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 07/27/2026 | 30.74 K | $5.57 M | 4.28% | 0.29% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 28.67 K | $5.19 M | 1.89% | 0.27% |
| ROYAL BANK OF CANADA | 08/14/2026 | 28.27 K | $5.12 M | -9.48% | 0.26% |
| WJ WEALTH MANAGEMENT, LLC | 08/03/2026 | 27.93 K | $5.06 M | -28.00% | 0.26% |
| FORTIS CAPITAL ADVISORS, LLC | 07/31/2026 | 26.24 K | $4.75 M | 14.24% | 0.24% |
| RFG ADVISORY, LLC | 07/15/2026 | 25.69 K | $4.65 M | 37.06% | 0.24% |
| CASTELLAN GROUP | 07/23/2026 | 25.49 K | $4.62 M | 11.40% | 0.24% |
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Units of fractional undivided beneficial interest institutional Ownership - FAQ's
During the previous two years, 353 institutional investors and hedge funds held shares of Units of fractional undivided beneficial interest. The most heavily invested institutionals were:
MORGAN STANLEY: 701,720
WELLS FARGO & COMPANY/MN: 566,742
LPL Financial LLC: 494,755
BANK OF AMERICA CORP /DE/: 382,241
AMERIPRISE FINANCIAL INC: 289,260
Wealthfront Advisers LLC: 229,307
61.33% of Units of fractional undivided beneficial interest stock is owned by institutional investors.
Institutional investors have bought a total of 7.07 M shares in the last 24 months. This purchase volume represents approximately $0 in transactions.