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 | 08/14/2026 | 3.59 M | $19.86 M | 100.00% | 44.85% |
| JANE STREET GROUP, LLC | 08/14/2026 | 1.16 M | $6.40 M | 631.27% | 14.45% |
| MORGAN STANLEY | 08/13/2026 | 768.30 K | $4.25 M | 0.00% | 9.60% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 446.44 K | $2.47 M | -88.66% | 5.58% |
| COBBLESTONE ASSET MANAGEMENT LLC | 07/21/2026 | 194.60 K | $1.08 M | 12.86% | 2.43% |
| EXIT WEALTH ADVISORS, LLC. | 08/11/2026 | 149.11 K | $824.57 K | 38.23% | 1.86% |
| MILLER GLOBAL INVESTMENTS, LLC | 07/01/2026 | 122.12 K | $675.32 K | 100.00% | 1.53% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 81.97 K | $453.31 K | 100.00% | 1.02% |
| SKYVIEW INVESTMENT ADVISORS, LLC | 09/15/2026 | 45.00 K | $249.00 K | 100.00% | 0.56% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 42.25 K | $233.65 K | -0.26% | 0.53% |
| CITADEL ADVISORS LLC | 09/02/2026 | 41.70 K | $230.60 K | 308.82% | 0.52% |
| FIELDER CAPITAL GROUP LLC | 08/06/2026 | 32.95 K | $182.21 K | -79.29% | 0.41% |
| HAVEN PRIVATE, LLC | 07/29/2026 | 29.25 K | $161.76 K | -40.76% | 0.37% |
| RYE BROOK CAPITAL LLC | 07/20/2026 | 28.65 K | $158.00 K | -1.72% | 0.36% |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 07/28/2026 | 28.14 K | $155.64 K | 18.42% | 0.35% |
| KING WEALTH | 08/05/2026 | 20.00 K | $111.00 K | 100.00% | 0.25% |
| TWO SIGMA SECURITIES, LLC | 08/14/2026 | 19.72 K | $109.07 K | 100.00% | 0.25% |
| CLARE MARKET INVESTMENTS LLC | 07/27/2026 | 19.40 K | $107.28 K | 100.00% | 0.24% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 15.86 K | $87.72 K | 100.00% | 0.20% |
| BALBOA WEALTH PARTNERS | 08/10/2026 | 14.22 K | $78.63 K | -3.72% | 0.18% |
| ONEFUND, LLC | 08/24/2026 | 14.18 K | $78.44 K | 100.00% | 0.18% |
| WINDLE WEALTH, LLC | 07/30/2026 | 13.55 K | $74.95 K | 100.00% | 0.17% |
| ARIES WEALTH MANAGEMENT | 07/24/2026 | 13.45 K | $74.38 K | 0.00% | 0.17% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 13.28 K | $73.44 K | 0.00% | 0.17% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 13.18 K | $72.90 K | 100.00% | 0.16% |
| CITADEL ADVISORS LLC | 09/02/2026 | 12.50 K | $69.13 K | 100.00% | 0.16% |
| TCG ADVISORY SERVICES, LLC | 07/31/2026 | 12.00 K | $66.36 K | 100.00% | 0.15% |
| MARINER, LLC | 08/13/2026 | 11.89 K | $65.73 K | 0.00% | 0.15% |
| LCM CAPITAL MANAGEMENT INC | 07/30/2026 | 11.20 K | $61.94 K | 0.00% | 0.14% |
| CRESSET ASSET MANAGEMENT, LLC | 08/14/2026 | 10.91 K | $60.34 K | 0.00% | 0.14% |
| BLACKHAWK CAPITAL PARTNERS LLC. | 07/20/2026 | 10.16 K | $56.17 K | 0.00% | 0.13% |
| KINGS PATH PARTNERS LLC | 07/14/2026 | 7.75 K | $42.86 K | 100.00% | 0.10% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 07/28/2026 | 6.22 K | $34.40 K | 0.00% | 0.08% |
| SOA WEALTH ADVISORS, LLC. | 07/21/2026 | 3.00 K | $16.59 K | 0.00% | 0.04% |
| US BANCORP \DE\ | 08/12/2026 | 2.99 K | $16.54 K | 0.00% | 0.04% |
| SPECTRUM WEALTH ADVISORY GROUP, LLC | 08/06/2026 | 2.28 K | $12.61 K | 100.00% | 0.03% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 08/14/2026 | 1.25 K | $6.91 K | 0.00% | 0.02% |
| GROUP ONE TRADING, L.P. | 08/14/2026 | 622 | $3.44 K | 100.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 605 | $3.35 K | 0.00% | 0.01% |
| BULLOCK WEALTH MANAGEMENT GROUP | 08/19/2026 | 508 | $2.94 K | 0.00% | 0.01% |
| FIDUCIARY FINANCIAL ADVISORS | 08/14/2026 | 390 | $2.16 K | 100.00% | 0.00% |
| SIMPLEX TRADING, LLC | 08/12/2026 | 341 | $1.89 K | -94.40% | 0.00% |
| TRUST CO | 07/10/2026 | 285 | $1.58 K | 100.00% | 0.00% |
| VIMA LLC | 07/24/2026 | 210 | $1.16 K | 100.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 189 | $1.05 K | 100.00% | 0.00% |
| ROBLE, BELKO & COMPANY, INC | 07/24/2026 | 145 | $1.00 K | 0.00% | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 08/10/2026 | 90 | $498 | 0.00% | 0.00% |
| ESSENTIAL INVESTMENT PARTNERS LLC | 07/15/2026 | 50 | $277 | 0.00% | 0.00% |
| CITADEL ADVISORS LLC | 09/02/2026 | 0 | $0 | -100.00% | 0.00% |
| FLOW TRADERS U.S. LLC | 08/14/2026 | 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, 62 institutional investors and hedge funds held shares of Common Units of Fractional Undivided Beneficial Interest. The most heavily invested institutionals were:
GOLDMAN SACHS GROUP INC: 3.59 M
JANE STREET GROUP, LLC: 1.16 M
MORGAN STANLEY: 768,303
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 446,443
Cobblestone Asset Management LLC: 194,604
Exit Wealth Advisors, LLC.: 149,109
86.89% of Common Units of Fractional Undivided Beneficial Interest stock is owned by institutional investors.
Institutional investors have bought a total of 15.99 M shares in the last 24 months. This purchase volume represents approximately $101.86 M in transactions.