Units of fractional undivided beneficial interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 05/14/2026 | 1.32 M | $92.29 M | 24.66% | 2.39% |
| LPL FINANCIAL LLC | 05/06/2026 | 1.25 M | $89.28 M | 3.08% | 2.25% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.23 M | $87.90 M | -30.35% | 2.22% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 978.38 K | $70.06 M | 2.56% | 1.77% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 940.68 K | $67.36 M | 51.32% | 1.70% |
| UBS GROUP AG | 05/05/2026 | 668.45 K | $47.87 M | -9.44% | 1.21% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 589.80 K | $42.24 M | 58.25% | 1.07% |
| MORGAN STANLEY | 05/15/2026 | 518.10 K | $37.10 M | -3.45% | 0.94% |
| TRADEWINDS CAPITAL MANAGEMENT, LLC | 04/15/2026 | 503.92 K | $36.09 M | -27.62% | 0.91% |
| CITADEL ADVISORS LLC | 05/15/2026 | 475.10 K | $34.02 M | 105.49% | 0.86% |
| AMG NATIONAL TRUST BANK | 05/04/2026 | 388.86 K | $27.85 M | -36.63% | 0.70% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 336.00 K | $24.06 M | -28.10% | 0.61% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 326.59 K | $23.39 M | -14.71% | 0.59% |
| CAPITAL MANAGEMENT ASSOCIATES, INC | 04/23/2026 | 273.02 K | $19.55 M | -10.69% | 0.49% |
| MISSION CREEK CAPITAL PARTNERS, INC. | 05/14/2026 | 254.68 K | $18.24 M | -16.34% | 0.46% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 252.04 K | $18.05 M | -5.72% | 0.46% |
| MCILRATH & ECK, LLC | 05/19/2026 | 235.78 K | $16.88 M | -2.64% | 0.43% |
| JANE STREET GROUP, LLC | 05/12/2026 | 234.90 K | $16.82 M | 474.33% | 0.42% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 224.71 K | $16.09 M | -10.55% | 0.41% |
| JANE STREET GROUP, LLC | 05/12/2026 | 222.93 K | $15.96 M | -91.67% | 0.40% |
| CITADEL ADVISORS LLC | 05/15/2026 | 217.10 K | $15.55 M | 98.26% | 0.39% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 05/15/2026 | 203.22 K | $14.55 M | 0.55% | 0.37% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 04/27/2026 | 197.84 K | $14.17 M | -2.22% | 0.36% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 197.69 K | $14.16 M | -37.41% | 0.36% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 192.66 K | $13.80 M | -53.94% | 0.35% |
| ROYAL BANK OF CANADA | 05/15/2026 | 188.52 K | $13.50 M | -11.60% | 0.34% |
| JANE STREET GROUP, LLC | 05/12/2026 | 184.90 K | $13.24 M | 23.18% | 0.33% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 161.13 K | $11.54 M | 7.22% | 0.29% |
| PENSIONMARK FINANCIAL GROUP, LLC | 04/27/2026 | 157.80 K | $11.30 M | -2.66% | 0.29% |
| 180 WEALTH ADVISORS, LLC | 05/01/2026 | 156.09 K | $11.18 M | -5.29% | 0.28% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 143.49 K | $10.28 M | 1.05% | 0.26% |
| MERIT FINANCIAL GROUP, LLC | 04/15/2026 | 143.35 K | $10.27 M | -4.08% | 0.26% |
| KIKER WEALTH MANAGEMENT, LLC | 05/06/2026 | 142.94 K | $10.24 M | 4,319.76% | 0.26% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 129.97 K | $9.31 M | -21.15% | 0.24% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 04/28/2026 | 121.43 K | $8.70 M | 7,841.53% | 0.22% |
| JPMORGAN CHASE & CO | 05/13/2026 | 118.08 K | $7.88 M | -96.13% | 0.21% |
| LASALLE ST. INVESTMENT ADVISORS, LLC | 05/08/2026 | 115.84 K | $8.30 M | 100.00% | 0.21% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 105.73 K | $7.57 M | -53.43% | 0.19% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 88.60 K | $5.91 M | 0.06% | 0.16% |
| ENCOMPASS MORE ASSET MANAGEMENT | 04/28/2026 | 83.08 K | $5.95 M | -6.96% | 0.15% |
| SEEDS INVESTOR LLC | 05/11/2026 | 77.69 K | $5.88 M | -0.40% | 0.14% |
| PETTINGA FINANCIAL ADVISORS, LLC | 04/13/2026 | 77.31 K | $5.54 M | -22.61% | 0.14% |
| GLOBAL WEALTH MANAGEMENT, LLC | 04/16/2026 | 77.04 K | $5.52 M | 0.98% | 0.14% |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 04/09/2026 | 74.89 K | $5.36 M | -37.29% | 0.14% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 72.30 K | $5.18 M | 320.15% | 0.13% |
| BYRNE FINANCIAL FREEDOM, LLC | 04/27/2026 | 72.18 K | $5.17 M | 100.00% | 0.13% |
| MARINER, LLC | 05/13/2026 | 72.06 K | $5.16 M | 61.86% | 0.13% |
| INTREPID FAMILY OFFICE LLC | 05/15/2026 | 72.00 K | $5.16 M | -6.49% | 0.13% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 04/15/2026 | 69.94 K | $5.01 M | -17.84% | 0.13% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 05/08/2026 | 68.44 K | $4.90 M | -22.73% | 0.12% |
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Units of fractional undivided beneficial interest institutional Ownership - FAQ's
During the previous two years, 454 institutional investors and hedge funds held shares of Units of fractional undivided beneficial interest. The most heavily invested institutionals were:
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.: 1.32 M
LPL Financial LLC: 1.25 M
BANK OF AMERICA CORP /DE/: 1.23 M
WELLS FARGO & COMPANY/MN: 978,377
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 940,682
UBS Group AG: 668,452
31.48% of Units of fractional undivided beneficial interest stock is owned by institutional investors.
Institutional investors have bought a total of 18.69 M shares in the last 24 months. This purchase volume represents approximately $0 in transactions.