Units of fractional undivided beneficial interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.30 M | $72.89 M | 5.61% | 1.41% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 08/12/2026 | 1.18 M | $66.95 M | -10.55% | 1.28% |
| LPL FINANCIAL LLC | 08/07/2026 | 1.13 M | $63.66 M | -9.18% | 1.23% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 978.87 K | $55.03 M | 0.05% | 1.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 794.30 K | $44.66 M | -15.56% | 0.86% |
| UBS GROUP AG | 08/13/2026 | 667.66 K | $37.54 M | -0.12% | 0.72% |
| TRADEWINDS CAPITAL MANAGEMENT, LLC | 07/24/2026 | 559.48 K | $31.45 M | 11.02% | 0.61% |
| MORGAN STANLEY | 08/13/2026 | 501.93 K | $28.22 M | -3.12% | 0.54% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 457.60 K | $25.73 M | -22.41% | 0.50% |
| AMG NATIONAL TRUST BANK | 08/07/2026 | 365.64 K | $20.56 M | -5.97% | 0.40% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 308.36 K | $17.35 M | 22.35% | 0.33% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 306.50 K | $17.23 M | -6.15% | 0.33% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 289.89 K | $16.30 M | 79.91% | 0.31% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 253.75 K | $14.27 M | 12.92% | 0.28% |
| CITADEL ADVISORS LLC | 09/02/2026 | 248.80 K | $13.99 M | -47.63% | 0.27% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 228.07 K | $12.82 M | 18.38% | 0.25% |
| JANE STREET GROUP, LLC | 08/14/2026 | 227.70 K | $12.80 M | -3.07% | 0.25% |
| CAPITAL MANAGEMENT ASSOCIATES, INC | 07/22/2026 | 224.60 K | $12.63 M | -17.73% | 0.24% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 202.56 K | $11.39 M | 2.47% | 0.22% |
| ROYAL BANK OF CANADA | 08/14/2026 | 190.15 K | $10.69 M | 0.87% | 0.21% |
| JANE STREET GROUP, LLC | 08/14/2026 | 189.41 K | $10.65 M | -15.04% | 0.21% |
| MISSION CREEK CAPITAL PARTNERS, INC. | 08/14/2026 | 187.94 K | $10.57 M | -26.21% | 0.20% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 187.00 K | $10.51 M | -44.35% | 0.20% |
| CITADEL ADVISORS LLC | 09/02/2026 | 175.80 K | $9.88 M | -19.02% | 0.19% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 08/12/2026 | 169.80 K | $9.55 M | -14.17% | 0.18% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 08/14/2026 | 168.07 K | $9.45 M | -17.30% | 0.18% |
| PENSIONMARK FINANCIAL GROUP, LLC | 08/14/2026 | 156.79 K | $11.05 M | -0.64% | 0.17% |
| 180 WEALTH ADVISORS, LLC | 07/07/2026 | 153.58 K | $8.63 M | -1.61% | 0.17% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 144.93 K | $8.15 M | 11.51% | 0.16% |
| KIKER WEALTH MANAGEMENT, LLC | 07/30/2026 | 144.28 K | $8.11 M | 0.94% | 0.16% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 134.88 K | $7.58 M | -6.00% | 0.15% |
| MERIT FINANCIAL GROUP, LLC | 07/20/2026 | 133.99 K | $7.53 M | -6.53% | 0.15% |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 07/22/2026 | 130.52 K | $7.34 M | 100.00% | 0.14% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 07/22/2026 | 121.10 K | $6.81 M | -0.27% | 0.13% |
| LASALLE ST. INVESTMENT ADVISORS, LLC | 08/11/2026 | 117.37 K | $6.60 M | 1.32% | 0.13% |
| JPMORGAN CHASE & CO | 08/12/2026 | 115.98 K | $6.42 M | -1.78% | 0.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 104.35 K | $5.87 M | -1.31% | 0.11% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 95.82 K | $5.37 M | 8.15% | 0.10% |
| QUADRATURE CAPITAL LTD | 08/07/2026 | 93.80 K | $5.27 M | 1,418.23% | 0.10% |
| SEEDS INVESTOR LLC | 08/12/2026 | 93.00 K | $5.23 M | 19.72% | 0.10% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 07/23/2026 | 81.92 K | $4.61 M | 17.13% | 0.09% |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 07/07/2026 | 78.31 K | $4.40 M | 4.57% | 0.09% |
| GLOBAL WEALTH MANAGEMENT, LLC | 07/20/2026 | 76.70 K | $4.31 M | -0.44% | 0.08% |
| BYRNE FINANCIAL FREEDOM, LLC | 07/30/2026 | 76.28 K | $4.29 M | 5.67% | 0.08% |
| PETTINGA FINANCIAL ADVISORS, LLC | 07/09/2026 | 75.43 K | $4.24 M | -2.43% | 0.08% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 74.95 K | $4.21 M | 13.03% | 0.08% |
| SYSTELLIGENCE, LLC | 07/14/2026 | 72.30 K | $4.06 M | 30.48% | 0.08% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 70.67 K | $3.97 M | 6.15% | 0.08% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 08/07/2026 | 67.06 K | $3.77 M | -2.02% | 0.07% |
| JANE STREET GROUP, LLC | 08/14/2026 | 66.50 K | $3.74 M | -64.03% | 0.07% |
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Units of fractional undivided beneficial interest institutional Ownership - FAQ's
During the previous two years, 477 institutional investors and hedge funds held shares of Units of fractional undivided beneficial interest. The most heavily invested institutionals were:
BANK OF AMERICA CORP /DE/: 1.3 M
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.: 1.18 M
LPL Financial LLC: 1.13 M
WELLS FARGO & COMPANY/MN: 978,870
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 794,296
UBS Group AG: 667,659
18.04% of Units of fractional undivided beneficial interest stock is owned by institutional investors.
Institutional investors have bought a total of 18.55 M shares in the last 24 months. This purchase volume represents approximately $0 in transactions.