Units Representing Beneficial Interests Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 73.99 K | $294.47 K | 0.00% | 0.61% |
| CERTUITY, LLC | 11/13/2025 | 55.00 K | $218.90 K | 0.00% | 0.45% |
| HOWARD FINANCIAL SERVICES, LTD. | 10/23/2025 | 28.74 K | $113.81 K | 0.00% | 0.24% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 15.00 K | $59.70 K | 0.00% | 0.12% |
| CWA ASSET MANAGEMENT GROUP, LLC | 10/22/2025 | 14.67 K | $58.07 K | 0.00% | 0.12% |
| AMERIFLEX GROUP, INC. | 11/12/2025 | 10.00 K | $39.80 K | 100.00% | 0.08% |
| ROYAL BANK OF CANADA | 11/14/2025 | 5.00 K | $20.00 K | -83.66% | 0.04% |
| HHM WEALTH ADVISORS, LLC | 10/29/2025 | 4.30 K | $17.03 K | 0.00% | 0.04% |
| ATLANTIC UNION BANKSHARES CORP | 11/04/2025 | 3.50 K | $13.93 K | 100.00% | 0.03% |
| BARCLAYS PLC | 11/12/2025 | 3.22 K | $12.82 K | 0.00% | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 2.76 K | $11.09 K | 0.36% | 0.02% |
| MORGAN STANLEY | 11/14/2025 | 1.47 K | $5.83 K | 0.00% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 269 | $1.07 K | 0.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 11/12/2025 | 100 | $398 | 0.00% | 0.00% |
| SOUND INCOME STRATEGIES, LLC | 10/10/2025 | 49 | $192 | 0.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
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Units Representing Beneficial Interests institutional Ownership - FAQ's
During the previous two years, 20 institutional investors and hedge funds held shares of Units Representing Beneficial Interests. The most heavily invested institutionals were:
CERTUITY, LLC: 55,000
HHM Wealth Advisors, LLC: 4,300
Sound Income Strategies, LLC: 49
BlackRock, Inc.: 73,988
AMERIFLEX GROUP, INC.: 10,000
ROYAL BANK OF CANADA: 5,000
1.79% of Units Representing Beneficial Interests stock is owned by institutional investors.
Institutional investors have bought a total of 6.20 M shares in the last 24 months. This purchase volume represents approximately $22.03 M in transactions.