Units of fractional undivided beneficial interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| METIS GLOBAL PARTNERS, LLC | 08/10/2026 | 7.79 M | $297.92 M | 18.24% | 4.43% |
| JPMORGAN CHASE & CO | 08/12/2026 | 6.96 M | $266.09 M | 9.52% | 3.96% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 3.38 M | $129.24 M | -1.01% | 1.92% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 2.85 M | $109.07 M | -7.59% | 1.62% |
| MORGAN STANLEY | 08/13/2026 | 2.32 M | $88.60 M | 2.63% | 1.32% |
| LPL FINANCIAL LLC | 08/07/2026 | 1.90 M | $72.60 M | -16.42% | 1.08% |
| UBS GROUP AG | 08/13/2026 | 1.73 M | $66.27 M | 3.19% | 0.99% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 1.57 M | $59.88 M | 2.06% | 0.89% |
| ALMANACK INVESTMENT PARTNERS, LLC. | 07/30/2026 | 1.05 M | $40.16 M | 5.36% | 0.60% |
| WAVERLY ADVISORS, LLC | 08/14/2026 | 966.28 K | $36.94 M | 1.32% | 0.55% |
| ETHOS FINANCIAL GROUP, LLC | 08/07/2026 | 928.07 K | $35.74 M | -9.40% | 0.53% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 695.67 K | $26.60 M | 129.85% | 0.40% |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 07/22/2026 | 669.55 K | $25.60 M | -11.27% | 0.38% |
| JAIN GLOBAL LLC | 08/14/2026 | 644.22 K | $24.63 M | 0.00% | 0.37% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 633.00 K | $24.20 M | 8.72% | 0.36% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 615.52 K | $23.53 M | -11.14% | 0.35% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 611.29 K | $23.37 M | -13.74% | 0.35% |
| LONDON & CAPITAL ASSET MANAGEMENT LTD | 08/12/2026 | 604.98 K | $23.13 M | 5.27% | 0.34% |
| ROYAL BANK OF CANADA | 08/14/2026 | 597.45 K | $22.84 M | -9.96% | 0.34% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 554.18 K | $21.19 M | -0.45% | 0.32% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 552.15 K | $21.11 M | 1.92% | 0.31% |
| GLOBAL VIEW CAPITAL MANAGEMENT LLC | 07/23/2026 | 524.02 K | $20.03 M | -20.55% | 0.30% |
| BFSG, LLC | 07/20/2026 | 501.62 K | $19.18 M | 0.44% | 0.29% |
| TOWNELEY CAPITAL MANAGEMENT, INC / DE | 07/30/2026 | 498.16 K | $19.04 M | 0.07% | 0.28% |
| ENCOMPASS MORE ASSET MANAGEMENT | 07/14/2026 | 495.54 K | $18.94 M | -2.24% | 0.28% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 483.02 K | $18.47 M | -8.03% | 0.27% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 463.01 K | $17.70 M | 24.63% | 0.26% |
| AMELIORA WEALTH MANAGEMENT LTD. | 07/24/2026 | 460.48 K | $17.60 M | -2.24% | 0.26% |
| WT WEALTH MANAGEMENT | 07/23/2026 | 411.07 K | $15.72 M | -3.65% | 0.23% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 08/04/2026 | 406.79 K | $15.55 M | -0.36% | 0.23% |
| STONEBRIDGE FINANCIAL GROUP, LLC | 07/06/2026 | 403.47 K | $15.42 M | 3.26% | 0.23% |
| RONALD BLUE TRUST, INC. | 07/21/2026 | 391.72 K | $14.98 M | -1.79% | 0.22% |
| MERIT FINANCIAL GROUP, LLC | 07/20/2026 | 368.97 K | $14.11 M | 2.02% | 0.21% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 360.88 K | $13.80 M | 100.00% | 0.21% |
| MRWM ADVISORS, LLC | 07/29/2026 | 337.08 K | $12.89 M | 2.68% | 0.19% |
| CHOATE INVESTMENT ADVISORS | 08/11/2026 | 333.58 K | $12.75 M | -1.21% | 0.19% |
| NORRIS FINANCIAL GROUP, LLC | 08/05/2026 | 326.88 K | $12.50 M | 6.69% | 0.19% |
| MOUNTAIN LAKE INVESTMENT MANAGEMENT LLC | 08/14/2026 | 324.36 K | $12.40 M | -0.17% | 0.18% |
| NEWMAN DIGNAN & SHEERAR, INC. | 07/14/2026 | 321.72 K | $12.30 M | -2.74% | 0.18% |
| 180 WEALTH ADVISORS, LLC | 07/07/2026 | 312.22 K | $11.94 M | -1.33% | 0.18% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 311.81 K | $11.92 M | 2.37% | 0.18% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 311.68 K | $11.92 M | 5.29% | 0.18% |
| SAVVY ADVISORS, INC. | 08/03/2026 | 305.94 K | $11.70 M | -12.29% | 0.17% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 303.91 K | $11.62 M | 7.79% | 0.17% |
| GUARDIAN POINT CAPITAL, LP | 08/14/2026 | 300.00 K | $11.47 M | -50.00% | 0.17% |
| E FUND MANAGEMENT CO., LTD. | 08/11/2026 | 299.34 K | $11.44 M | -2.46% | 0.17% |
| EVELYN PARTNERS GROUP LTD | 08/07/2026 | 286.64 K | $10.96 M | 100.00% | 0.16% |
| FOCUS FINANCIAL NETWORK, INC. | 07/09/2026 | 283.32 K | $10.83 M | -20.95% | 0.16% |
| CHINA UNIVERSAL ASSET MANAGEMENT CO., LTD. | 07/24/2026 | 276.50 K | $10.57 M | 0.00% | 0.16% |
| TIMBER CREEK CAPITAL MANAGEMENT LLC | 08/10/2026 | 268.20 K | $10.25 M | 2.09% | 0.15% |
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Units of fractional undivided beneficial interest institutional Ownership - FAQ's
During the previous two years, 629 institutional investors and hedge funds held shares of Units of fractional undivided beneficial interest. The most heavily invested institutionals were:
Metis Global Partners, LLC: 7.79 M
JPMORGAN CHASE & CO: 6.96 M
BANK OF AMERICA CORP /DE/: 3.38 M
WELLS FARGO & COMPANY/MN: 2.85 M
MORGAN STANLEY: 2.32 M
LPL Financial LLC: 1.9 M
36.07% of Units of fractional undivided beneficial interest stock is owned by institutional investors.
Institutional investors have bought a total of 71.06 M shares in the last 24 months. This purchase volume represents approximately $0 in transactions.