Common units of fractional undivided beneficial interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | 08/11/2026 | 6.07 M | $157.46 M | 101.97% | 4.24% |
| BULLISH | 08/19/2026 | 4.52 M | $117.40 M | 0.00% | 3.16% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 2.56 M | $66.56 M | 23.38% | 1.79% |
| EMORY UNIVERSITY | 08/10/2026 | 1.35 M | $35.14 M | 0.00% | 0.95% |
| PARAGON ADVISORS, LLC | 07/29/2026 | 1.31 M | $33.90 M | 21.70% | 0.91% |
| TIDAL INVESTMENTS LLC | 08/13/2026 | 1.09 M | $28.38 M | 10.36% | 0.76% |
| SLOY DAHL & HOLST, LLC | 08/13/2026 | 954.57 K | $24.77 M | 12.22% | 0.67% |
| MORGAN STANLEY | 08/13/2026 | 859.07 K | $22.29 M | 19.47% | 0.60% |
| KALEIDOSCOPE CAPITAL LP | 08/11/2026 | 637.73 K | $16.55 M | 4.25% | 0.45% |
| STEELPEAK WEALTH, LLC | 07/13/2026 | 585.80 K | $15.20 M | -2.29% | 0.41% |
| OVATA CAPITAL MANAGEMENT LTD | 07/30/2026 | 551.87 K | $14.33 M | -2.82% | 0.39% |
| PARAFI CAPITAL LP | 08/14/2026 | 520.00 K | $13.49 M | 0.00% | 0.36% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 517.84 K | $13.44 M | -61.96% | 0.36% |
| GFS ADVISORS, LLC | 08/04/2026 | 421.76 K | $12.98 K | 100.00% | 0.29% |
| BETTERMENT LLC | 08/14/2026 | 385.24 K | $10.00 M | 41.29% | 0.27% |
| NEWEDGE WEALTH, LLC | 08/10/2026 | 381.27 K | $9.89 M | -0.60% | 0.27% |
| LPL FINANCIAL LLC | 08/07/2026 | 360.74 K | $9.36 M | 27.86% | 0.25% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 360.00 K | $9.34 M | -0.03% | 0.25% |
| PASADENA PRIVATE WEALTH, LLC | 08/11/2026 | 351.76 K | $9.13 M | 54.25% | 0.25% |
| APRIEM ADVISORS | 08/14/2026 | 330.20 K | $8.57 M | 15.35% | 0.23% |
| EAGLECLAW CAPITAL MANAGMENT, LLC | 08/10/2026 | 320.87 K | $8.33 M | 2.29% | 0.22% |
| VERDE CAPITAL MANAGEMENT | 08/11/2026 | 320.53 K | $8.32 M | 3,612.80% | 0.22% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 286.71 K | $7.44 M | 25.81% | 0.20% |
| ENVESTNET ASSET MANAGEMENT INC | 09/23/2026 | 273.41 K | $7.09 M | 34.31% | 0.19% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 256.83 K | $6.66 M | -69.15% | 0.18% |
| MARINER, LLC | 08/13/2026 | 252.90 K | $6.56 M | 13.71% | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 209.40 K | $5.43 M | 25.09% | 0.15% |
| HERITAGE FAMILY OFFICES, LLP | 07/29/2026 | 205.48 K | $5.33 M | 59.05% | 0.14% |
| PACIFIC EXCEL WEALTH ADVISORS, INC. | 07/06/2026 | 205.48 K | $5.33 M | 100.00% | 0.14% |
| CITADEL ADVISORS LLC | 09/02/2026 | 199.50 K | $5.18 M | -24.60% | 0.14% |
| RELIANT WEALTH PLANNING | 08/07/2026 | 186.31 K | $4.83 M | 3.02% | 0.13% |
| ASSETMARK, INC | 07/30/2026 | 173.93 K | $4.51 M | 11.59% | 0.12% |
| MATAURO, LLC | 07/21/2026 | 170.77 K | $4.43 M | 3.57% | 0.12% |
| VVR HOLDINGS LLC | 07/15/2026 | 168.91 K | $4.38 M | 24.29% | 0.12% |
| CRESSET ASSET MANAGEMENT, LLC | 08/14/2026 | 168.49 K | $4.37 M | -1.46% | 0.12% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 165.08 K | $4.28 M | 100.00% | 0.12% |
| EXIT WEALTH ADVISORS, LLC. | 08/11/2026 | 161.73 K | $4.20 M | 19.88% | 0.11% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 161.42 K | $4.19 M | 19.46% | 0.11% |
| MOORS & CABOT, INC. | 08/10/2026 | 161.27 K | $4.18 M | -4.64% | 0.11% |
| STONEBROOK PRIVATE INC. | 08/14/2026 | 154.32 K | $4.00 M | 2.95% | 0.11% |
| SHOREHAVEN WEALTH PARTNERS, LLC | 07/14/2026 | 145.91 K | $3.79 M | 64.82% | 0.10% |
| JPMORGAN CHASE & CO | 08/12/2026 | 145.72 K | $3.89 M | 65.07% | 0.10% |
| BEAUMONT FINANCIAL ADVISORS, LLC | 08/04/2026 | 145.08 K | $3.76 M | -1.27% | 0.10% |
| ASCENSION CAPITAL ADVISORS, INC. | 07/28/2026 | 144.68 K | $3.75 M | 5.49% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 143.40 K | $3.72 M | 3.32% | 0.10% |
| FINANCIAL SECURITY ADVISOR, INC. | 08/11/2026 | 142.92 K | $3.71 M | 9.88% | 0.10% |
| RIVERSEDGE ADVISORS, LLC | 07/16/2026 | 141.65 K | $3.68 M | -61.72% | 0.10% |
| MEITAV INVESTMENT HOUSE LTD | 07/20/2026 | 141.13 K | $3.66 M | 32.28% | 0.10% |
| FRANKLIN TEMPLETON INC | 08/13/2026 | 127.53 K | $3.31 M | 48.62% | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 123.60 K | $3.21 M | -4.19% | 0.09% |
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Common units of fractional undivided beneficial interest institutional Ownership - FAQ's
During the previous two years, 606 institutional investors and hedge funds held shares of Common units of fractional undivided beneficial interest. The most heavily invested institutionals were:
Bullish: 4.52 M
Sloy Dahl & Holst, LLC: 960,694
Verde Capital Management: 368,934
VVR Holdings LLC: 174,622
ASSETMARK, INC: 173,209
ShoreHaven Wealth Partners, LLC: 155,176
24.75% of Common units of fractional undivided beneficial interest stock is owned by institutional investors.
Institutional investors have bought a total of 35.57 M shares in the last 24 months. This purchase volume represents approximately $1.21 B in transactions.