Common Units of Fractional Undivided Beneficial Interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 3.94 M | $24.14 M | 116.69% | 49.19% |
| ELEQUIN SECURITIES, LLC | 05/11/2026 | 831.07 K | $5.09 M | -52.53% | 10.38% |
| MORGAN STANLEY | 05/15/2026 | 768.30 K | $4.71 M | 100.00% | 9.60% |
| COBBLESTONE ASSET MANAGEMENT LLC | 04/28/2026 | 172.44 K | $1.06 M | 100.00% | 2.15% |
| FIELDER CAPITAL GROUP LLC | 05/12/2026 | 159.12 K | $975.39 K | 100.00% | 1.99% |
| JANE STREET GROUP, LLC | 05/12/2026 | 158.21 K | $969.82 K | 100.00% | 1.98% |
| 05/11/2026 | 107.87 K | $661.25 K | 77.85% | 1.35% | |
| FLOW TRADERS U.S. LLC | 05/15/2026 | 93.09 K | $571.00 K | 100.00% | 1.16% |
| HAVEN PRIVATE, LLC | 05/05/2026 | 49.38 K | $302.68 K | -2.13% | 0.62% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 42.36 K | $259.67 K | -0.40% | 0.53% |
| CITADEL ADVISORS LLC | 05/15/2026 | 40.45 K | $247.98 K | 100.00% | 0.51% |
| RYE BROOK CAPITAL LLC | 04/29/2026 | 29.15 K | $179.00 K | 0.00% | 0.36% |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 04/23/2026 | 23.77 K | $145.69 K | 100.00% | 0.30% |
| BALBOA WEALTH PARTNERS | 04/16/2026 | 14.77 K | $90.53 K | -2.68% | 0.18% |
| ARIES WEALTH MANAGEMENT | 05/15/2026 | 13.45 K | $82.45 K | 17.47% | 0.17% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 13.28 K | $81.41 K | 100.00% | 0.17% |
| GOLDEN STATE EQUITY PARTNERS | 04/28/2026 | 13.10 K | $80.30 K | 100.00% | 0.16% |
| MARINER, LLC | 05/13/2026 | 11.89 K | $72.86 K | 0.00% | 0.15% |
| LCM CAPITAL MANAGEMENT INC | 04/21/2026 | 11.20 K | $68.66 K | 0.00% | 0.14% |
| CRESSET ASSET MANAGEMENT, LLC | 05/15/2026 | 10.91 K | $66.88 K | 100.00% | 0.14% |
| CITADEL ADVISORS LLC | 05/15/2026 | 10.20 K | $62.53 K | 100.00% | 0.13% |
| BLACKHAWK CAPITAL PARTNERS LLC. | 05/05/2026 | 10.16 K | $62.27 K | 100.00% | 0.13% |
| KING WEALTH | 05/04/2026 | 10.00 K | $61.00 K | 0.00% | 0.12% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 04/23/2026 | 6.22 K | $38.13 K | 0.00% | 0.08% |
| SIMPLEX TRADING, LLC | 05/14/2026 | 6.09 K | $37.34 K | 609,000.00% | 0.08% |
| STONE HOUSE INVESTMENT MANAGEMENT, LLC | 04/22/2026 | 3.04 K | $18.64 K | 100.00% | 0.04% |
| SOA WEALTH ADVISORS, LLC. | 05/20/2026 | 3.00 K | $18.39 K | 100.00% | 0.04% |
| US BANCORP \DE\ | 05/15/2026 | 2.99 K | $18.34 K | 0.00% | 0.04% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 2.01 K | $12.31 K | 100.00% | 0.03% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 05/14/2026 | 1.25 K | $7.66 K | 66.67% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 605 | $3.71 K | -71.39% | 0.01% |
| ROBLE, BELKO & COMPANY, INC | 04/16/2026 | 145 | $1.00 K | 20.83% | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 05/15/2026 | 90 | $552 | 0.00% | 0.00% |
| WESTERN WEALTH MANAGEMENT, LLC | 05/19/2026 | 20 | $123 | 100.00% | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 0 | $0 | -100.00% | 0.00% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| STONEX GROUP INC. | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 0 | $0 | -100.00% | 0.00% |
| 05/12/2026 | 0 | $0 | -100.00% | 0.00% | |
| 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
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Common Units of Fractional Undivided Beneficial Interest institutional Ownership - FAQ's
During the previous two years, 47 institutional investors and hedge funds held shares of Common Units of Fractional Undivided Beneficial Interest. The most heavily invested institutionals were:
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 3.94 M
Elequin Securities, LLC: 831,068
MORGAN STANLEY: 768,303
Cobblestone Asset Management LLC: 172,437
Fielder Capital Group LLC: 159,118
JANE STREET GROUP, LLC: 158,209
81.79% of Common Units of Fractional Undivided Beneficial Interest stock is owned by institutional investors.
Institutional investors have bought a total of 15.47 M shares in the last 24 months. This purchase volume represents approximately $98.57 M in transactions.