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UNITED DEV FDG IV COM
UNITED DEV FDG IV COM. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 28 Institutional holders with a total value of $52,692,317.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VSR Financial Services, Inc. 940,754 18,646,000 35.39%
2 BlackRock Institutional Trust Company, N.A. 495,095 9,813,000 18.62%
3 VANGUARD GROUP INC 445,691 8,833,000 16.76%
4 GEODE CAPITAL MANAGEMENT, LLC 149,855 2,970,000 5.64%
5 Investors Capital Advisory Services 102,685 2,035,000 3.86%
6 JANE STREET GROUP, LLC 78,707 1,560,000 2.96%
7 Commonwealth Equity Services, Inc 77,026 1,527,000 2.90%
8 NORTHERN TRUST CORP 42,602 844,000 1.60%
9 Atria Investments, Inc 39,330 780,000 1.48%
10 LPL Financial LLC 37,639 739,000 1.40%
11 MENTA CAPITAL LLC 35,354 701,000 1.33%
12 Kovack Advisors, Inc. 32,427 643,000 1.22%
13 Bank of New York Mellon Corp 32,415 642,000 1.22%
14 BECK CAPITAL MANAGEMENT, LLC 22,683 447,000 0.85%
15 Regal Investment Advisors LLC 21,579 428,000 0.81%
16 STATE STREET CORP 20,300 402,000 0.76%
17 AMERICAN INTERNATIONAL GROUP, INC. 19,845 393,317 0.75%
18 DEERE & CO 15,957 316,000 0.60%
19 GOLDMAN SACHS GROUP INC 13,065 259,000 0.49%
20 NATIONAL PLANNING CORP 11,250 224,000 0.43%
21 LADENBURG THALMANN FINANCIAL SERVICES INC. 6,310 125,000 0.24%
22 MORGAN STANLEY 6,077 120,000 0.23%
23 UBS AG 5,152 102,000 0.19%
24 BLACKROCK ADVISORS LLC 4,691 93,000 0.18%
25 BANK OF AMERICA CORP /DE/ 931 18,000 0.03%
26 CITIGROUP INC 573 11,000 0.02% Call
27 ENVESTNET ASSET MANAGEMENT INC 543 11,000 0.02%
28 CENTRAL TRUST Co 500 10,000 0.02%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.