Units Representing Beneficial Interests Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 61.74 K | $172.25 K | -16.56% | 0.51% |
| CERTUITY, LLC | 01/30/2026 | 55.00 K | $153.45 K | 0.00% | 0.45% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 40.63 K | $113.35 K | 100.00% | 0.33% |
| CITADEL ADVISORS LLC | 02/17/2026 | 37.96 K | $105.90 K | 100.00% | 0.31% |
| HOWARD FINANCIAL SERVICES, LTD. | 01/12/2026 | 28.74 K | $80.48 K | 0.00% | 0.24% |
| JANE STREET GROUP, LLC | 02/12/2026 | 19.02 K | $53.07 K | 100.00% | 0.16% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 15.00 K | $41.85 K | 0.00% | 0.12% |
| CWA ASSET MANAGEMENT GROUP, LLC | 01/07/2026 | 14.67 K | $41.06 K | 0.00% | 0.12% |
| ROYAL BANK OF CANADA | 02/17/2026 | 5.00 K | $14.00 K | 0.00% | 0.04% |
| AMERIFLEX GROUP, INC. | 02/18/2026 | 5.00 K | $13.95 K | -50.00% | 0.04% |
| HHM WEALTH ADVISORS, LLC | 01/22/2026 | 4.30 K | $12.04 K | 0.00% | 0.04% |
| ATLANTIC UNION BANKSHARES CORP | 02/04/2026 | 3.50 K | $9.77 K | 0.00% | 0.03% |
| BARCLAYS PLC | 02/13/2026 | 3.22 K | $8.99 K | 0.00% | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 2.46 K | $6.86 K | -10.88% | 0.02% |
| UBS GROUP AG | 01/29/2026 | 2.34 K | $6.52 K | 100.00% | 0.02% |
| TUCKER ASSET MANAGEMENT LLC | 02/05/2026 | 1.96 K | $5.49 K | 100.00% | 0.02% |
| MORGAN STANLEY | 02/13/2026 | 1.47 K | $4.09 K | 0.07% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 269 | $751 | 0.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 100 | $279 | 0.00% | 0.00% |
| SOUND INCOME STRATEGIES, LLC | 01/21/2026 | 49 | $150 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1 | $3 | 100.00% | 0.00% |
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Units Representing Beneficial Interests institutional Ownership - FAQ's
During the previous two years, 29 institutional investors and hedge funds held shares of Units Representing Beneficial Interests. The most heavily invested institutionals were:
BlackRock, Inc.: 61,739
CERTUITY, LLC: 55,000
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 40,627
CITADEL ADVISORS LLC: 37,958
HOWARD FINANCIAL SERVICES, LTD.: 28,741
JANE STREET GROUP, LLC: 19,023
2.49% of Units Representing Beneficial Interests stock is owned by institutional investors.
Institutional investors have bought a total of 6.35 M shares in the last 24 months. This purchase volume represents approximately $20.89 M in transactions.