Dark
Light
System
Security
UNITED DEV FDG IV COM
UNITED DEV FDG IV COM. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 38 Institutional holders with a total value of $67,210,384.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VSR Financial Services, Inc. 1,055,162 19,352,000 28.79%
2 VANGUARD GROUP INC 789,768 14,484,000 21.55%
3 BlackRock Institutional Trust Company, N.A. 508,844 9,332,000 13.88%
4 GEODE CAPITAL MANAGEMENT, LLC 217,606 3,990,000 5.94%
5 Sigma Planning Corp 134,836 2,473,000 3.68%
6 WFG Advisors, LP 106,833 1,959,000 2.91%
7 Investors Capital Advisory Services 95,307 1,747,000 2.60%
8 TWO SIGMA INVESTMENTS, LP 81,166 1,489,000 2.22%
9 Commonwealth Equity Services, Inc 78,440 1,439,000 2.14%
10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 53,707 985,000 1.47%
11 NORTHERN TRUST CORP 47,492 871,000 1.30%
12 LPL Financial LLC 45,916 842,000 1.25%
13 MORGAN STANLEY 39,608 727,000 1.08%
14 Kovack Advisors, Inc. 38,153 700,000 1.04%
15 LADENBURG THALMANN FINANCIAL SERVICES INC. 35,525 652,000 0.97%
16 CREDIT SUISSE AG/ 34,102 625,000 0.93%
17 Bank of New York Mellon Corp 32,415 594,000 0.88%
18 Regal Investment Advisors LLC 31,507 578,000 0.86%
19 Concorde Asset Management, LLC 30,038 551,000 0.82%
20 Simplicity Solutions, LLC 30,038 550,897 0.82%
21 J.P. Turner & Co Capital Mnagement, LLC 25,576 474,000 0.71%
22 MILLENNIUM MANAGEMENT LLC 23,466 430,000 0.64%
23 MENTA CAPITAL LLC 21,034 386,000 0.57%
24 STATE STREET CORP 18,300 336,000 0.50%
25 DEERE & CO 15,957 293,000 0.44%
26 AMERICAN INTERNATIONAL GROUP, INC. 15,517 284,583 0.42%
27 GOLDMAN SACHS GROUP INC 13,039 239,000 0.36%
28 NATIONAL PLANNING CORP 12,800 219,904 0.33%
29 TWO SIGMA ADVISERS, LP 10,685 196,000 0.29%
30 PACIFIC FINANCIAL GROUP INC 5,631 103,000 0.15%
31 BLACKROCK ADVISORS LLC 4,691 86,000 0.13%
32 WELLS FARGO & COMPANY/MN 3,701 68,000 0.10%
33 UBS Group AG 3,370 62,000 0.09%
34 Efficient Market Advisors, LLC 1,750 32,000 0.05%
35 ACADIAN ASSET MANAGEMENT LLC 1,594 29,000 0.04%
36 BANK OF AMERICA CORP /DE/ 931 17,000 0.03%
37 CENTRAL TRUST Co 500 10,000 0.01%
38 Tower Research Capital LLC (TRC) 234 4,000 0.01%

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.