Units of fractional undivided beneficial interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 05/15/2026 | 188.30 K | $25.37 M | 13.57% | 4.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 183.80 K | $24.76 M | 30.82% | 3.99% |
| CITADEL ADVISORS LLC | 05/15/2026 | 150.80 K | $20.31 M | -13.93% | 3.27% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 138.14 K | $18.61 M | 0.30% | 3.00% |
| GRADIENT INVESTMENTS LLC | 04/13/2026 | 120.33 K | $16.21 M | 25.59% | 2.61% |
| JANE STREET GROUP, LLC | 05/12/2026 | 106.20 K | $14.31 M | -26.61% | 2.30% |
| MORGAN STANLEY | 05/15/2026 | 90.85 K | $12.24 M | -28.13% | 1.97% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 82.60 K | $11.13 M | -75.99% | 1.79% |
| JANE STREET GROUP, LLC | 05/12/2026 | 65.38 K | $8.81 M | 100.00% | 1.42% |
| JPMORGAN CHASE & CO | 05/13/2026 | 65.37 K | $8.37 M | 5.37% | 1.42% |
| LPL FINANCIAL LLC | 05/06/2026 | 62.91 K | $8.47 M | -18.97% | 1.36% |
| JANE STREET GROUP, LLC | 05/12/2026 | 57.50 K | $7.75 M | -43.63% | 1.25% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 50.02 K | $6.74 M | 97.52% | 1.09% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 05/12/2026 | 47.74 K | $6.43 M | 1,430.03% | 1.04% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 47.57 K | $6.41 M | -27.52% | 1.03% |
| SG AMERICAS SECURITIES, LLC | 04/16/2026 | 45.38 K | $6.11 M | 0.00% | 0.98% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 41.44 K | $5.58 M | 3.88% | 0.90% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 37.48 K | $5.05 M | -70.09% | 0.81% |
| UBS GROUP AG | 05/05/2026 | 31.27 K | $4.21 M | -31.35% | 0.68% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 05/14/2026 | 24.84 K | $3.35 M | -22.91% | 0.54% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 22.41 K | $3.02 M | -52.74% | 0.49% |
| BROOKWOOD INVESTMENT GROUP LLC | 05/04/2026 | 22.08 K | $2.97 M | 13.16% | 0.48% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 21.01 K | $2.83 M | 100.00% | 0.46% |
| BELVEDERE TRADING LLC | 05/12/2026 | 19.70 K | $2.65 M | -28.62% | 0.43% |
| MARSHALL FINANCIAL GROUP LLC | 04/13/2026 | 18.78 K | $2.53 M | 100.00% | 0.41% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 17.15 K | $2.31 M | -4.83% | 0.37% |
| COPLEY FINANCIAL GROUP, INC. | 05/15/2026 | 16.99 K | $2.29 M | 8.51% | 0.37% |
| GROUP ONE TRADING, L.P. | 05/13/2026 | 15.13 K | $2.04 M | -2.59% | 0.33% |
| ROYAL BANK OF CANADA | 05/15/2026 | 11.69 K | $1.58 M | -38.36% | 0.25% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 10.38 K | $1.40 M | -46.70% | 0.23% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 9.94 K | $1.34 M | 3.94% | 0.22% |
| MATAURO, LLC | 04/22/2026 | 8.88 K | $1.20 M | -7.28% | 0.19% |
| 05/04/2026 | 8.46 K | $1.14 M | 100.00% | 0.18% | |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 8.01 K | $1.08 M | -58.13% | 0.17% |
| BLACK SWIFT GROUP, LLC | 04/24/2026 | 7.78 K | $1.05 M | -79.49% | 0.17% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 7.77 K | $1.05 M | 2.86% | 0.17% |
| FINANCIAL SENSE ADVISORS, INC. | 05/14/2026 | 7.50 K | $1.01 M | 100.00% | 0.16% |
| LINDEN THOMAS ADVISORY SERVICES, LLC | 04/10/2026 | 7.40 K | $996.18 K | 4.52% | 0.16% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 7.30 K | $983.38 K | 100.00% | 0.16% |
| BELVEDERE TRADING LLC | 05/12/2026 | 7.20 K | $969.91 K | 30.91% | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 7.09 K | $955.41 K | -37.28% | 0.15% |
| ALHAMBRA INVESTMENT PARTNERS LLC | 04/15/2026 | 6.37 K | $858.24 K | -28.62% | 0.14% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 6.34 K | $855.00 K | -2.71% | 0.14% |
| IHT WEALTH MANAGEMENT, LLC | 05/15/2026 | 6.33 K | $853.26 K | -19.33% | 0.14% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 5.35 K | $720.29 K | 11.23% | 0.12% |
| PEKIN HARDY STRAUSS, INC. | 05/07/2026 | 5.23 K | $703.86 K | -14.69% | 0.11% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 4.91 K | $661.97 K | -24.32% | 0.11% |
| AMERITAS ADVISORY SERVICES, LLC | 05/12/2026 | 4.68 K | $629.77 K | 47.24% | 0.10% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 4.45 K | $598.79 K | -48.51% | 0.10% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 4.23 K | $530.61 K | 23.40% | 0.09% |
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Units of fractional undivided beneficial interest institutional Ownership - FAQ's
During the previous two years, 173 institutional investors and hedge funds held shares of Units of fractional undivided beneficial interest. The most heavily invested institutionals were:
BNP PARIBAS ARBITRAGE, SNC: 138,141
Gradient Investments LLC: 120,330
MORGAN STANLEY: 90,849
JANE STREET GROUP, LLC: 65,381
JPMORGAN CHASE & CO: 65,371
LPL Financial LLC: 62,906
27.29% of Units of fractional undivided beneficial interest stock is owned by institutional investors.
Institutional investors have bought a total of 1.50 M shares in the last 24 months. This purchase volume represents approximately $0 in transactions.