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 | 05/15/2026 | 665.15 K | $145.48 M | 20.11% | 6.21% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 535.64 K | $117.16 M | 13.71% | 5.00% |
| LPL FINANCIAL LLC | 05/06/2026 | 486.25 K | $106.35 M | 27.72% | 4.54% |
| 05/05/2026 | 460.02 K | $4.57 M | 100.00% | 4.29% | |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 392.63 K | $85.88 M | 5.88% | 3.66% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 271.78 K | $59.44 M | 104.82% | 2.54% |
| COLONY GROUP, LLC | 05/15/2026 | 207.14 K | $45.31 M | -5.49% | 1.93% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 206.48 K | $45.16 M | -11.03% | 1.93% |
| WEALTHFRONT ADVISERS LLC | 05/05/2026 | 185.98 K | $40.68 M | 21.89% | 1.74% |
| CULLEN/FROST BANKERS, INC. | 05/05/2026 | 178.70 K | $39.08 M | -3.54% | 1.67% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 167.49 K | $36.63 M | -4.99% | 1.56% |
| SEQUOIA FINANCIAL ADVISORS, LLC | 04/30/2026 | 163.52 K | $35.76 M | -1.73% | 1.53% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 05/11/2026 | 128.39 K | $28.08 M | -8.61% | 1.20% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 97.67 K | $21.11 M | -51.75% | 0.91% |
| 04/27/2026 | 84.13 K | $18.40 M | 0.80% | 0.79% | |
| LARSON FINANCIAL GROUP LLC | 05/15/2026 | 82.99 K | $18.15 M | -5.49% | 0.77% |
| PAUL R. RIED FINANCIAL GROUP, LLC | 05/07/2026 | 82.79 K | $18.11 M | -9.35% | 0.77% |
| UBS GROUP AG | 05/05/2026 | 82.04 K | $17.94 M | 79.53% | 0.77% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 69.52 K | $15.21 M | -8.77% | 0.65% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 68.04 K | $14.88 M | -17.55% | 0.64% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 65.23 K | $14.27 M | -20.69% | 0.61% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 63.46 K | $13.88 M | -34.62% | 0.59% |
| PEAK FINANCIAL MANAGEMENT, INC. | 04/28/2026 | 61.86 K | $13.53 M | -14.55% | 0.58% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 60.24 K | $13.18 M | 3.80% | 0.56% |
| ADVANCE CAPITAL MANAGEMENT, INC. | 04/29/2026 | 58.38 K | $12.77 M | -10.01% | 0.54% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 05/12/2026 | 53.83 K | $11.77 M | 100.00% | 0.50% |
| SOUND STEWARDSHIP, LLC | 04/13/2026 | 48.55 K | $10.62 M | -16.98% | 0.45% |
| TOWNELEY CAPITAL MANAGEMENT, INC / DE | 04/21/2026 | 48.32 K | $10.57 M | 2.05% | 0.45% |
| PFG ADVISORS | 05/05/2026 | 46.75 K | $10.23 M | 1,453.29% | 0.44% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 46.27 K | $10.12 M | 778.06% | 0.43% |
| AXXCESS WEALTH MANAGEMENT, LLC | 04/29/2026 | 45.56 K | $9.97 M | 7.93% | 0.43% |
| COURAGE MILLER PARTNERS, LLC | 04/27/2026 | 45.13 K | $9.87 M | 100.00% | 0.42% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 44.63 K | $9.76 M | 10.20% | 0.42% |
| SOLITUDE FINANCIAL SERVICES | 04/16/2026 | 40.24 K | $9.13 M | -6.90% | 0.38% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 39.50 K | $8.64 M | 210.35% | 0.37% |
| WJ WEALTH MANAGEMENT, LLC | 04/29/2026 | 38.79 K | $8.49 M | -18.21% | 0.36% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 38.51 K | $8.42 M | -42.69% | 0.36% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 33.31 K | $7.29 M | -3.98% | 0.31% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 32.78 K | $7.17 M | -8.59% | 0.31% |
| BELPOINTE ASSET MANAGEMENT LLC | 04/28/2026 | 32.27 K | $7.06 M | -19.26% | 0.30% |
| ROYAL BANK OF CANADA | 05/15/2026 | 31.24 K | $6.83 M | 18.56% | 0.29% |
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 05/14/2026 | 29.48 K | $6.45 M | -32.06% | 0.28% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 28.70 K | $5.97 M | 59.16% | 0.27% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 28.14 K | $6.15 M | 0.82% | 0.26% |
| CENTURION WEALTH MANAGEMENT LLC | 04/13/2026 | 25.90 K | $5.66 M | -21.82% | 0.24% |
| MARINER, LLC | 05/13/2026 | 23.68 K | $5.18 M | 5.38% | 0.22% |
| STEGENT EQUITY ADVISORS, INC. | 04/24/2026 | 23.05 K | $5.04 M | -14.02% | 0.22% |
| FORTIS CAPITAL ADVISORS, LLC | 04/28/2026 | 22.96 K | $5.02 M | 100.00% | 0.21% |
| CASTELLAN GROUP | 04/23/2026 | 22.88 K | $5.00 M | -39.76% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 22.84 K | $5.00 M | -33.96% | 0.21% |
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Units of fractional undivided beneficial interest institutional Ownership - FAQ's
During the previous two years, 326 institutional investors and hedge funds held shares of Units of fractional undivided beneficial interest. The most heavily invested institutionals were:
MORGAN STANLEY: 665,150
WELLS FARGO & COMPANY/MN: 535,642
LPL Financial LLC: 486,245
BANK OF AMERICA CORP /DE/: 392,631
AMERIPRISE FINANCIAL INC: 271,777
Colony Group, LLC: 207,138
60.71% of Units of fractional undivided beneficial interest stock is owned by institutional investors.
Institutional investors have bought a total of 6.70 M shares in the last 24 months. This purchase volume represents approximately $0 in transactions.