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 | 05/15/2026 | 3.82 M | $171.98 M | 107.01% | 7.42% |
| MORTON CAPITAL MANAGEMENT LLC/CA | 04/21/2026 | 3.43 M | $154.67 M | -6.49% | 6.67% |
| LPL FINANCIAL LLC | 05/06/2026 | 3.24 M | $146.04 M | 1.60% | 6.30% |
| 05/13/2026 | 1.34 M | $55.46 M | 0.07% | 2.60% | |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 1.30 M | $58.51 M | 81.25% | 2.52% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 1.04 M | $46.82 M | 36.37% | 2.02% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 976.87 K | $44.01 M | -8.33% | 1.90% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 802.11 K | $36.13 M | 1.59% | 1.56% |
| 05/13/2026 | 763.08 K | $34.33 M | 1.81% | 1.48% | |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 707.35 K | $31.87 M | -0.21% | 1.38% |
| MODERN WEALTH MANAGEMENT, LLC | 05/14/2026 | 543.59 K | $24.92 M | -4.39% | 1.06% |
| DRAKE & ASSOCIATES, LLC | 05/13/2026 | 510.23 K | $22.99 M | 5.92% | 0.99% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 446.09 K | $20.10 M | 5,379.50% | 0.87% |
| KIKER WEALTH MANAGEMENT, LLC | 05/06/2026 | 437.53 K | $19.71 M | 5,294.24% | 0.85% |
| EURO PACIFIC ASSET MANAGEMENT, LLC | 05/06/2026 | 386.59 K | $17.44 M | -2.88% | 0.75% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 374.59 K | $16.88 M | 0.30% | 0.73% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 355.75 K | $16.03 M | -14.16% | 0.69% |
| SHUFRO ROSE & CO LLC | 05/15/2026 | 353.10 K | $15.91 M | 2,195.70% | 0.69% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 345.79 K | $15.55 M | -47.18% | 0.67% |
| SILVER OAK SECURITIES, INCORPORATED | 04/20/2026 | 323.00 K | $14.55 M | -4.95% | 0.63% |
| SECURITY NATIONAL BANK | 04/16/2026 | 283.03 K | $12.75 M | 5.83% | 0.55% |
| ACCORDANT ADVISORY GROUP INC | 05/11/2026 | 273.23 K | $12.31 M | -8.53% | 0.53% |
| PEKIN HARDY STRAUSS, INC. | 05/07/2026 | 267.72 K | $12.06 M | -18.45% | 0.52% |
| SOLSTEIN CAPITAL, LLC | 05/14/2026 | 259.95 K | $11.71 M | 1.58% | 0.51% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 259.38 K | $11.69 M | 111.26% | 0.50% |
| SFG WEALTH MANAGEMENT, LLC. | 04/23/2026 | 252.69 K | $11.38 M | 40.50% | 0.49% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 252.29 K | $11.37 M | -5.66% | 0.49% |
| AMERITAS ADVISORY SERVICES, LLC | 05/12/2026 | 250.99 K | $11.31 M | -5.00% | 0.49% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 246.20 K | $11.09 M | -39.36% | 0.48% |
| SMART MONEY GROUP LLC | 05/05/2026 | 238.91 K | $10.76 M | 1.90% | 0.46% |
| MONEY CONCEPTS CAPITAL CORP | 04/30/2026 | 231.64 K | $10.44 M | -2.73% | 0.45% |
| DOGWOOD WEALTH MANAGEMENT LLC | 05/12/2026 | 230.08 K | $10.37 M | -1.38% | 0.45% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 205.69 K | $9.27 M | 7.54% | 0.40% |
| FAS WEALTH PARTNERS, INC. | 06/10/2026 | 202.48 K | $9.12 M | 37.47% | 0.39% |
| PERENNIAL INVESTMENT ADVISORS, LLC | 05/15/2026 | 182.62 K | $8.23 M | 7.62% | 0.36% |
| SAMALIN INVESTMENT COUNSEL, LLC | 04/23/2026 | 176.91 K | $7.97 M | -4.99% | 0.34% |
| PDS PLANNING, INC | 04/22/2026 | 167.78 K | $7.56 M | 0.00% | 0.33% |
| LIFEWORKS ADVISORS, LLC | 05/04/2026 | 166.15 K | $7.48 M | -10.45% | 0.32% |
| THREE CORD TRUE WEALTH MANAGEMENT, LLC | 04/27/2026 | 163.19 K | $7.35 M | 5.51% | 0.32% |
| FORUM FINANCIAL MANAGEMENT, LP | 04/23/2026 | 160.12 K | $7.21 M | 0.00% | 0.31% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 159.29 K | $7.30 M | -13.14% | 0.31% |
| CAPITAL WEALTH ALLIANCE, LLC | 05/14/2026 | 146.73 K | $6.61 M | -0.06% | 0.29% |
| OPPENHEIMER & CO INC | 04/24/2026 | 140.14 K | $6.31 M | 4.05% | 0.27% |
| PETRA FINANCIAL ADVISORS INC | 05/13/2026 | 138.45 K | $6.24 M | 1.75% | 0.27% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 134.56 K | $6.06 M | 5.87% | 0.26% |
| 05/01/2026 | 131.27 K | $5.91 M | -1.09% | 0.26% | |
| GUILD INVESTMENT MANAGEMENT, INC. | 04/20/2026 | 122.93 K | $5.54 M | -15.04% | 0.24% |
| CENTAURUS FINANCIAL, INC. | 05/18/2026 | 115.09 K | $5.19 M | 9.19% | 0.22% |
| PLAN GROUP FINANCIAL, LLC | 04/13/2026 | 110.78 K | $4.99 M | 3.29% | 0.22% |
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 05/14/2026 | 109.19 K | $4.92 M | -0.42% | 0.21% |
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Units of fractional undivided beneficial interest institutional Ownership - FAQ's
During the previous two years, 328 institutional investors and hedge funds held shares of Units of fractional undivided beneficial interest. The most heavily invested institutionals were:
VAN ECK ASSOCIATES CORP: 3.82 M
Morton Capital Management LLC/CA: 3.43 M
LPL Financial LLC: 3.24 M
RAYMOND JAMES FINANCIAL INC: 1.3 M
ENVESTNET ASSET MANAGEMENT INC: 1.04 M
Cetera Investment Advisers: 976,870
63.18% of Units of fractional undivided beneficial interest stock is owned by institutional investors.
Institutional investors have bought a total of 33.41 M shares in the last 24 months. This purchase volume represents approximately $0 in transactions.