Units of fractional undivided beneficial interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 718.12 K | $15.86 M | 419.84% | 2.74% |
| GRADIENT INVESTMENTS LLC | 07/08/2026 | 575.51 K | $12.71 M | 378.27% | 2.20% |
| MORGAN STANLEY | 08/13/2026 | 409.39 K | $9.04 M | 350.63% | 1.56% |
| CITADEL ADVISORS LLC | 09/02/2026 | 350.20 K | $7.73 M | 85.98% | 1.34% |
| CITADEL ADVISORS LLC | 09/02/2026 | 324.22 K | $7.16 M | 11,646.92% | 1.24% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 262.97 K | $5.81 M | 425.72% | 1.00% |
| LPL FINANCIAL LLC | 08/07/2026 | 248.72 K | $5.49 M | 295.38% | 0.95% |
| SG AMERICAS SECURITIES, LLC | 08/07/2026 | 226.88 K | $5.01 M | 400.01% | 0.87% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 224.70 K | $4.96 M | 172.03% | 0.86% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 214.10 K | $4.73 M | 16.49% | 0.82% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 212.87 K | $4.70 M | 413.65% | 0.81% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 207.87 K | $4.59 M | 336.94% | 0.79% |
| JANE STREET GROUP, LLC | 08/14/2026 | 178.20 K | $3.93 M | 67.80% | 0.68% |
| UBS GROUP AG | 08/13/2026 | 176.06 K | $3.89 M | 462.97% | 0.67% |
| CITADEL ADVISORS LLC | 09/02/2026 | 146.30 K | $3.23 M | -2.98% | 0.56% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 07/23/2026 | 122.42 K | $2.70 M | 392.79% | 0.47% |
| ARVEST INVESTMENTS, INC. | 07/17/2026 | 107.82 K | $2.38 M | 100.00% | 0.41% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 106.12 K | $2.34 M | 373.58% | 0.41% |
| JANE STREET GROUP, LLC | 08/14/2026 | 104.40 K | $2.31 M | 81.57% | 0.40% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 96.19 K | $2.12 M | 460.85% | 0.37% |
| MARSHALL FINANCIAL GROUP LLC | 07/20/2026 | 93.88 K | $2.07 M | 399.95% | 0.36% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 75.38 K | $1.66 M | 101.13% | 0.29% |
| NOMURA HOLDINGS INC | 08/14/2026 | 74.00 K | $1.63 M | 100.00% | 0.28% |
| IHT WEALTH MANAGEMENT, LLC | 08/14/2026 | 71.69 K | $1.58 M | 1,031.83% | 0.27% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 67.27 K | $1.49 M | 739.44% | 0.26% |
| QUAKER WEALTH MANAGEMENT, LLC | 07/24/2026 | 63.77 K | $1.41 M | 31,624.88% | 0.24% |
| JPMORGAN CHASE & CO | 08/12/2026 | 62.48 K | $1.38 M | -4.43% | 0.24% |
| HRT FINANCIAL LP | 08/14/2026 | 62.30 K | $1.38 M | 2,354.77% | 0.24% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 50.60 K | $1.12 M | 409.26% | 0.19% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 48.46 K | $1.07 M | 2,109.67% | 0.19% |
| COPLEY FINANCIAL GROUP, INC. | 08/11/2026 | 45.17 K | $997.35 K | 165.85% | 0.17% |
| CITIGROUP INC | 08/03/2026 | 42.91 K | $947.36 K | 100.00% | 0.16% |
| TITIUN YEJIEL | 08/06/2026 | 42.31 K | $934.09 K | 400.00% | 0.16% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 40.62 K | $896.89 K | 291.37% | 0.16% |
| LINDEN THOMAS ADVISORY SERVICES, LLC | 07/16/2026 | 40.59 K | $896.29 K | 448.92% | 0.16% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 37.63 K | $830.87 K | 384.49% | 0.14% |
| ROYAL BANK OF CANADA | 08/14/2026 | 36.56 K | $807.00 K | 212.69% | 0.14% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 36.19 K | $799.11 K | 410.32% | 0.14% |
| BELVEDERE TRADING LLC | 07/31/2026 | 34.00 K | $750.72 K | 372.22% | 0.13% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 31.42 K | $694.00 K | 395.27% | 0.12% |
| ALHAMBRA INVESTMENT PARTNERS LLC | 07/16/2026 | 31.29 K | $690.93 K | 391.16% | 0.12% |
| BELVEDERE TRADING LLC | 07/31/2026 | 28.57 K | $630.76 K | 1,391.75% | 0.11% |
| JANE STREET GROUP, LLC | 08/14/2026 | 28.03 K | $618.97 K | -57.12% | 0.11% |
| PEKIN HARDY STRAUSS, INC. | 07/30/2026 | 25.88 K | $571.32 K | 395.22% | 0.10% |
| AMERITAS ADVISORY SERVICES, LLC | 08/14/2026 | 22.63 K | $499.56 K | 383.96% | 0.09% |
| ESSEX FINANCIAL SERVICES, INC. | 08/10/2026 | 21.13 K | $466.44 K | 400.00% | 0.08% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 19.57 K | $431.28 K | 362.60% | 0.07% |
| OPTIVER HOLDING B.V. | 08/12/2026 | 18.58 K | $410.14 K | 528.60% | 0.07% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 18.05 K | $398.61 K | 147.30% | 0.07% |
| MUTUAL ADVISORS, LLC | 08/14/2026 | 17.86 K | $394.24 K | 400.00% | 0.07% |
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Units of fractional undivided beneficial interest institutional Ownership - FAQ's
During the previous two years, 156 institutional investors and hedge funds held shares of Units of fractional undivided beneficial interest. The most heavily invested institutionals were:
BNP PARIBAS ARBITRAGE, SNC: 718,119
Gradient Investments LLC: 575,505
MORGAN STANLEY: 409,393
CITADEL ADVISORS LLC: 324,215
RAYMOND JAMES FINANCIAL INC: 262,966
LPL Financial LLC: 248,720
20.48% of Units of fractional undivided beneficial interest stock is owned by institutional investors.
Institutional investors have bought a total of 5.62 M shares in the last 24 months. This purchase volume represents approximately $0 in transactions.