Units Representing Beneficial Interests Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 61.74 K | $203.74 K | 0.00% | 0.51% |
| CERTUITY, LLC | 05/11/2026 | 55.00 K | $181.50 K | 0.00% | 0.45% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 31.10 K | $102.64 K | -23.44% | 0.26% |
| HOWARD FINANCIAL SERVICES, LTD. | 04/07/2026 | 28.74 K | $95.13 K | 0.00% | 0.24% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 15.35 K | $50.66 K | 100.00% | 0.13% |
| CWA ASSET MANAGEMENT GROUP, LLC | 04/20/2026 | 14.67 K | $48.54 K | 0.00% | 0.12% |
| JANE STREET GROUP, LLC | 05/12/2026 | 10.20 K | $33.67 K | -46.36% | 0.08% |
| ROYAL BANK OF CANADA | 05/15/2026 | 5.00 K | $17.00 K | 0.00% | 0.04% |
| AMERIFLEX GROUP, INC. | 05/15/2026 | 5.00 K | $16.50 K | 0.00% | 0.04% |
| HHM WEALTH ADVISORS, LLC | 04/17/2026 | 4.30 K | $14.23 K | 0.00% | 0.04% |
| ATLANTIC UNION BANKSHARES CORP | 05/12/2026 | 3.50 K | $11.55 K | 0.00% | 0.03% |
| BARCLAYS PLC | 05/15/2026 | 3.22 K | $10.63 K | 0.00% | 0.03% |
| UBS GROUP AG | 05/05/2026 | 1.75 K | $5.78 K | -25.04% | 0.01% |
| MORGAN STANLEY | 05/15/2026 | 1.47 K | $4.84 K | 0.00% | 0.01% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 100 | $331 | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 58 | $191 | -97.64% | 0.00% |
| SOUND INCOME STRATEGIES, LLC | 04/27/2026 | 49 | $158 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1 | $3 | 0.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 05/11/2026 | 1 | $3 | 100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
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Units Representing Beneficial Interests institutional Ownership - FAQ's
During the previous two years, 31 institutional investors and hedge funds held shares of Units Representing Beneficial Interests. The most heavily invested institutionals were:
BlackRock, Inc.: 61,739
CERTUITY, LLC: 55,000
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 31,104
HOWARD FINANCIAL SERVICES, LTD.: 28,741
Cetera Investment Advisers: 15,353
CWA Asset Management Group, LLC: 14,665
1.98% of Units Representing Beneficial Interests stock is owned by institutional investors.
Institutional investors have bought a total of 6.29 M shares in the last 24 months. This purchase volume represents approximately $22.27 M in transactions.