Common Units of Fractional Undivided Beneficial Interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 3.93 M | $35.74 M | 100.00% | 49.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 1.82 M | $16.54 M | 100.00% | 22.70% |
| ELEQUIN SECURITIES, LLC | 02/17/2026 | 1.75 M | $15.93 M | 100.00% | 21.87% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 659.34 K | $6.00 M | 100.00% | 8.24% |
| 02/10/2026 | 60.65 K | $551.93 K | 100.00% | 0.76% | |
| HAVEN PRIVATE, LLC | 02/12/2026 | 50.45 K | $459.10 K | 100.00% | 0.63% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 42.53 K | $387.03 K | 100.00% | 0.53% |
| RYE BROOK CAPITAL LLC | 01/27/2026 | 29.15 K | $265.00 K | 0.00% | 0.36% |
| STONEX GROUP INC. | 02/12/2026 | 24.44 K | $222.38 K | 100.00% | 0.31% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 16.26 K | $147.97 K | 100.00% | 0.20% |
| BALBOA WEALTH PARTNERS | 01/16/2026 | 15.18 K | $138.09 K | 100.00% | 0.19% |
| MARINER, LLC | 02/13/2026 | 11.89 K | $108.16 K | 100.00% | 0.15% |
| ARIES WEALTH MANAGEMENT | 01/30/2026 | 11.45 K | $104.20 K | 100.00% | 0.14% |
| LCM CAPITAL MANAGEMENT INC | 01/29/2026 | 11.20 K | $101.92 K | 100.00% | 0.14% |
| KING WEALTH | 02/09/2026 | 10.00 K | $91.00 K | 100.00% | 0.12% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 01/30/2026 | 6.22 K | $56.60 K | 100.00% | 0.08% |
| US BANCORP \DE\ | 01/30/2026 | 2.99 K | $27.22 K | 100.00% | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 2.12 K | $19.25 K | 100.00% | 0.03% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 02/12/2026 | 750 | $6.83 K | 100.00% | 0.01% |
| TUCKER ASSET MANAGEMENT LLC | 02/05/2026 | 355 | $3.23 K | 100.00% | 0.00% |
| 02/12/2026 | 163 | $1.48 K | 100.00% | 0.00% | |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 150 | $1.37 K | 100.00% | 0.00% |
| ROBLE, BELKO & COMPANY, INC | 01/12/2026 | 120 | $1.00 K | 100.00% | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 02/17/2026 | 90 | $819 | 100.00% | 0.00% |
| 02/13/2026 | 60 | $546 | 100.00% | 0.00% | |
| SIMPLEX TRADING, LLC | 02/11/2026 | 1 | $9 | 100.00% | 0.00% |
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Common Units of Fractional Undivided Beneficial Interest institutional Ownership - FAQ's
During the previous two years, 39 institutional investors and hedge funds held shares of Common Units of Fractional Undivided Beneficial Interest. The most heavily invested institutionals were:
Cobblestone Asset Management LLC: 172,437
Haven Private, LLC: 49,376
PFG Investments, LLC: 42,361
Rye Brook Capital LLC: 29,150
Clear Creek Financial Management, LLC: 23,767
Balboa Wealth Partners: 14,769
105.57% of Common Units of Fractional Undivided Beneficial Interest stock is owned by institutional investors.
Institutional investors have bought a total of 17.69 M shares in the last 24 months. This purchase volume represents approximately $112.68 M in transactions.