Fractional Undivided Beneficial Interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 146.25 K | $1.87 M | 100.00% | 6.39% |
| FLOW TRADERS U.S. LLC | 08/14/2026 | 11.54 K | $148.00 K | -73.17% | 0.50% |
| CLEARSTEAD ADVISORS, LLC | 08/06/2026 | 4.21 K | $53.96 K | 147.97% | 0.18% |
| UBS GROUP AG | 08/13/2026 | 405 | $5.19 K | -70.33% | 0.02% |
| IFP ADVISORS, INC | 07/20/2026 | 22 | $282 | 0.00% | 0.00% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| RPO LLC | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| WALL STREET FINANCIAL GROUP, INC. | 07/14/2026 | 0 | $0 | -100.00% | 0.00% |
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Fractional Undivided Beneficial Interest institutional Ownership - FAQ's
During the previous two years, 9 institutional investors and hedge funds held shares of Fractional Undivided Beneficial Interest. The most heavily invested institutionals were:
GOLDMAN SACHS GROUP INC: 146,250
FLOW TRADERS U.S. LLC: 11,539
Clearstead Advisors, LLC: 4,213
UBS Group AG: 405
IFP Advisors, Inc: 22
RPO LLC: 0
7.10% of Fractional Undivided Beneficial Interest stock is owned by institutional investors.
Institutional investors have bought a total of 162.43 K shares in the last 24 months. This purchase volume represents approximately $2.38 M in transactions.