Units of fractional undivided beneficial interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 5.47 M | $211.08 M | 43.28% | 8.39% |
| MORTON CAPITAL MANAGEMENT LLC/CA | 07/23/2026 | 3.52 M | $135.81 M | 2.51% | 5.40% |
| LPL FINANCIAL LLC | 08/07/2026 | 3.17 M | $122.35 M | -2.20% | 4.86% |
| PITCAIRN WEALTH ADVISORS LLC | 08/10/2026 | 1.32 M | $50.94 M | -1.27% | 2.03% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.31 M | $50.67 M | 1.10% | 2.01% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 1.05 M | $40.65 M | 1.34% | 1.62% |
| MODERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 1.04 M | $40.03 M | 90.82% | 1.59% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 1.01 M | $38.88 M | 3.14% | 1.55% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 814.22 K | $31.38 M | 1.51% | 1.25% |
| ASSET ONE WEALTH MANAGEMENT LLC | 08/13/2026 | 786.00 K | $30.65 M | 3.00% | 1.21% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 644.05 K | $24.85 M | -8.95% | 0.99% |
| SHUFRO ROSE & CO LLC | 08/12/2026 | 619.79 K | $23.92 M | 75.53% | 0.95% |
| DRAKE & ASSOCIATES, LLC | 08/10/2026 | 552.92 K | $21.34 M | 8.37% | 0.85% |
| AMERITAS ADVISORY SERVICES, LLC | 08/14/2026 | 486.66 K | $18.78 M | 93.90% | 0.75% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 468.65 K | $18.09 M | 31.74% | 0.72% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 446.23 K | $17.22 M | 81.25% | 0.68% |
| KIKER WEALTH MANAGEMENT, LLC | 07/30/2026 | 422.68 K | $16.31 M | -3.39% | 0.65% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 381.43 K | $14.72 M | -14.49% | 0.59% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 380.53 K | $15.03 M | 10.05% | 0.58% |
| EURO PACIFIC ASSET MANAGEMENT, LLC | 08/06/2026 | 376.50 K | $14.55 M | -2.61% | 0.58% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 364.79 K | $14.08 M | -2.62% | 0.56% |
| SILVER OAK SECURITIES, INCORPORATED | 08/07/2026 | 334.65 K | $12.91 M | 3.61% | 0.51% |
| SECURITY NATIONAL BANK | 07/15/2026 | 321.96 K | $12.42 M | 13.76% | 0.49% |
| SOLSTEIN CAPITAL, LLC | 08/13/2026 | 280.25 K | $10.81 M | 7.81% | 0.43% |
| ACCORDANT ADVISORY GROUP INC | 07/27/2026 | 272.80 K | $10.53 M | -0.16% | 0.42% |
| PEKIN HARDY STRAUSS, INC. | 07/30/2026 | 267.08 K | $10.31 M | -0.24% | 0.41% |
| DOGWOOD WEALTH MANAGEMENT LLC | 07/06/2026 | 259.99 K | $10.03 M | 13.00% | 0.40% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 247.39 K | $9.55 M | 20.27% | 0.38% |
| SMART MONEY GROUP LLC | 07/29/2026 | 245.92 K | $9.49 M | 2.94% | 0.38% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 245.50 K | $9.47 M | -2.69% | 0.38% |
| MONEY CONCEPTS CAPITAL CORP | 08/04/2026 | 234.98 K | $9.07 M | 1.44% | 0.36% |
| FAS WEALTH PARTNERS, INC. | 07/29/2026 | 210.15 K | $8.11 M | 3.79% | 0.32% |
| PERENNIAL INVESTMENT ADVISORS, LLC | 08/14/2026 | 188.39 K | $7.27 M | 3.16% | 0.29% |
| SAMALIN INVESTMENT COUNSEL, LLC | 07/27/2026 | 176.33 K | $6.80 M | -0.32% | 0.27% |
| THREE CORD TRUE WEALTH MANAGEMENT, LLC | 07/23/2026 | 174.36 K | $6.73 M | 6.84% | 0.27% |
| PDS PLANNING, INC | 08/05/2026 | 167.78 K | $6.47 M | 0.00% | 0.26% |
| LIFEWORKS ADVISORS, LLC | 08/14/2026 | 165.10 K | $6.37 M | -0.63% | 0.25% |
| FORUM FINANCIAL MANAGEMENT, LP | 07/23/2026 | 160.12 K | $6.18 M | 0.00% | 0.25% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 159.26 K | $6.15 M | -0.02% | 0.24% |
| SFG WEALTH MANAGEMENT, LLC. | 07/22/2026 | 155.89 K | $6.02 M | -38.31% | 0.24% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 150.89 K | $5.82 M | 51.30% | 0.23% |
| PETRA FINANCIAL ADVISORS INC | 07/24/2026 | 148.51 K | $5.73 M | 7.27% | 0.23% |
| CAPITAL WEALTH ALLIANCE, LLC | 07/31/2026 | 146.73 K | $5.66 M | 0.00% | 0.23% |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | 07/28/2026 | 138.38 K | $5.34 M | 5.41% | 0.21% |
| OPPENHEIMER & CO INC | 08/03/2026 | 137.06 K | $5.29 M | -2.20% | 0.21% |
| GUILD INVESTMENT MANAGEMENT, INC. | 07/28/2026 | 127.39 K | $4.92 M | 3.63% | 0.20% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 125.62 K | $4.85 M | -6.65% | 0.19% |
| AMBASSADOR ADVISORS, LLC | 08/12/2026 | 124.23 K | $4.79 M | 100.00% | 0.19% |
| CENTAURUS FINANCIAL, INC. | 08/17/2026 | 115.43 K | $4.45 M | 0.29% | 0.18% |
| SHEETS SMITH WEALTH MANAGEMENT | 07/13/2026 | 112.19 K | $4.33 M | 43.52% | 0.17% |
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Units of fractional undivided beneficial interest institutional Ownership - FAQ's
During the previous two years, 356 institutional investors and hedge funds held shares of Units of fractional undivided beneficial interest. The most heavily invested institutionals were:
VAN ECK ASSOCIATES CORP: 5.47 M
Morton Capital Management LLC/CA: 3.52 M
LPL Financial LLC: 3.17 M
Pitcairn Wealth Advisors LLC: 1.32 M
RAYMOND JAMES FINANCIAL INC: 1.31 M
ENVESTNET ASSET MANAGEMENT INC: 1.05 M
54.01% of Units of fractional undivided beneficial interest stock is owned by institutional investors.
Institutional investors have bought a total of 38.79 M shares in the last 24 months. This purchase volume represents approximately $0 in transactions.