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 | 05/07/2026 | 6.59 M | $294.08 M | 7.16% | 3.21% |
| JPMORGAN CHASE & CO | 05/13/2026 | 6.35 M | $273.21 M | 45.47% | 3.09% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 3.41 M | $152.38 M | -10.59% | 1.66% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 3.09 M | $137.76 M | 2.00% | 1.50% |
| LPL FINANCIAL LLC | 05/06/2026 | 2.27 M | $101.39 M | 10.32% | 1.11% |
| MORGAN STANLEY | 05/15/2026 | 2.26 M | $100.76 M | -2.65% | 1.10% |
| UBS GROUP AG | 05/05/2026 | 1.68 M | $74.95 M | -3.28% | 0.82% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 1.53 M | $68.48 M | -16.31% | 0.75% |
| ETHOS FINANCIAL GROUP, LLC | 05/05/2026 | 1.02 M | $45.70 M | 2.71% | 0.50% |
| ALMANACK INVESTMENT PARTNERS, LLC. | 05/05/2026 | 997.11 K | $44.49 M | -0.81% | 0.49% |
| WAVERLY ADVISORS, LLC | 05/15/2026 | 953.73 K | $42.56 M | 3,435.60% | 0.46% |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 05/04/2026 | 754.55 K | $33.67 M | 21.40% | 0.37% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 708.70 K | $31.62 M | -29.65% | 0.35% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 692.67 K | $30.91 M | 28.20% | 0.34% |
| ROYAL BANK OF CANADA | 05/15/2026 | 663.51 K | $29.61 M | 5.61% | 0.32% |
| GLOBAL VIEW CAPITAL MANAGEMENT LLC | 05/04/2026 | 659.55 K | $29.43 M | 672.12% | 0.32% |
| JAIN GLOBAL LLC | 05/15/2026 | 644.22 K | $28.75 M | 0.00% | 0.31% |
| QUADRATURE CAPITAL LTD | 05/15/2026 | 620.28 K | $27.68 M | 8,327.72% | 0.30% |
| GUARDIAN POINT CAPITAL, LP | 05/15/2026 | 600.00 K | $26.77 M | -53.85% | 0.29% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 582.23 K | $25.98 M | 34.98% | 0.28% |
| LONDON & CAPITAL ASSET MANAGEMENT LTD | 05/15/2026 | 574.69 K | $25.64 M | -6.79% | 0.28% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 556.68 K | $24.84 M | -4.08% | 0.27% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 541.74 K | $24.17 M | -1.43% | 0.26% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 525.17 K | $23.43 M | -11.24% | 0.26% |
| ENCOMPASS MORE ASSET MANAGEMENT | 04/28/2026 | 506.87 K | $22.62 M | 36.51% | 0.25% |
| BFSG, LLC | 04/29/2026 | 499.44 K | $22.29 M | 0.42% | 0.24% |
| TOWNELEY CAPITAL MANAGEMENT, INC / DE | 04/21/2026 | 497.81 K | $22.21 M | -14.87% | 0.24% |
| AMELIORA WEALTH MANAGEMENT LTD. | 04/23/2026 | 471.01 K | $21.02 M | -19.93% | 0.23% |
| ALLEN CAPITAL GROUP, LLC | 05/27/2026 | 463.20 K | $20.67 M | -0.23% | 0.23% |
| CWM, LLC | 05/14/2026 | 445.70 K | $19.89 M | 9.05% | 0.22% |
| WT WEALTH MANAGEMENT | 04/21/2026 | 426.63 K | $19.04 M | -5.70% | 0.21% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 05/01/2026 | 408.26 K | $18.22 M | -4.83% | 0.20% |
| RONALD BLUE TRUST, INC. | 04/20/2026 | 398.85 K | $17.80 M | -3.51% | 0.19% |
| STONEBRIDGE FINANCIAL GROUP, LLC | 04/08/2026 | 390.73 K | $17.43 M | -9.09% | 0.19% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 371.51 K | $16.58 M | -19.25% | 0.18% |
| MERIT FINANCIAL GROUP, LLC | 04/15/2026 | 361.65 K | $16.14 M | -3.82% | 0.18% |
| FOCUS FINANCIAL NETWORK, INC. | 04/14/2026 | 358.42 K | $15.99 M | 0.08% | 0.17% |
| SAVVY ADVISORS, INC. | 05/11/2026 | 348.80 K | $15.56 M | -24.19% | 0.17% |
| CHOATE INVESTMENT ADVISORS | 05/13/2026 | 337.64 K | $15.07 M | -2.52% | 0.16% |
| NEWMAN DIGNAN & SHEERAR, INC. | 04/13/2026 | 330.77 K | $14.76 M | -12.91% | 0.16% |
| MRWM ADVISORS, LLC | 04/21/2026 | 328.30 K | $14.65 M | -3.54% | 0.16% |
| MOUNTAIN LAKE INVESTMENT MANAGEMENT LLC | 05/15/2026 | 324.92 K | $14.50 M | -10.42% | 0.16% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 321.59 K | $14.35 M | 375.04% | 0.16% |
| 180 WEALTH ADVISORS, LLC | 05/01/2026 | 316.42 K | $14.12 M | 4.77% | 0.15% |
| E FUND MANAGEMENT CO., LTD. | 04/13/2026 | 306.89 K | $13.69 M | 100.00% | 0.15% |
| 05/20/2026 | 306.39 K | $13.67 M | -0.02% | 0.15% | |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 304.58 K | $13.59 M | 3.69% | 0.15% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 302.66 K | $13.50 M | 30.95% | 0.15% |
| 04/22/2026 | 300.86 K | $13.42 M | 6.55% | 0.15% | |
| INSPIRE ADVISORS, LLC | 05/15/2026 | 300.48 K | $13.41 M | 11.02% | 0.15% |
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Units of fractional undivided beneficial interest institutional Ownership - FAQ's
During the previous two years, 586 institutional investors and hedge funds held shares of Units of fractional undivided beneficial interest. The most heavily invested institutionals were:
Metis Global Partners, LLC: 6.59 M
JPMORGAN CHASE & CO: 6.35 M
BANK OF AMERICA CORP /DE/: 3.41 M
WELLS FARGO & COMPANY/MN: 3.09 M
LPL Financial LLC: 2.27 M
MORGAN STANLEY: 2.26 M
31.24% of Units of fractional undivided beneficial interest stock is owned by institutional investors.
Institutional investors have bought a total of 69.74 M shares in the last 24 months. This purchase volume represents approximately $0 in transactions.