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

Institutional Holders (2015Q1)
Portfolio Summary: 47 Institutional holders with a total value of $76,598,020.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VSR Financial Services, Inc. 1,148,649 20,124,000 26.27%
2 VANGUARD GROUP INC 858,504 15,041,000 19.64%
3 BlackRock Institutional Trust Company, N.A. 554,171 9,709,000 12.68%
4 GEODE CAPITAL MANAGEMENT, LLC 223,922 3,923,000 5.12%
5 J.P. Turner & Co Capital Mnagement, LLC 144,869 2,543,000 3.32%
6 Sigma Planning Corp 130,719 2,290,000 2.99%
7 Investors Capital Advisory Services 111,422 1,951,000 2.55%
8 WFG Advisors, LP 94,971 1,664,000 2.17%
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 90,480 1,585,000 2.07%
10 Vident Investment Advisory, LLC 83,268 1,459,000 1.90%
11 Commonwealth Equity Services, Inc 76,509 1,340,000 1.75%
12 Atria Investments, Inc 63,663 1,115,000 1.46%
13 GOLDMAN SACHS GROUP INC 63,308 1,109,000 1.45%
14 LPL Financial LLC 57,408 1,017,000 1.33%
15 NORTHERN TRUST CORP 53,003 929,000 1.21%
16 BlueCrest Capital Management Ltd 51,232 898,000 1.17%
17 TWO SIGMA INVESTMENTS, LP 44,382 778,000 1.02%
18 CREDIT SUISSE AG/ 41,639 730,000 0.95%
19 LADENBURG THALMANN FINANCIAL SERVICES INC. 41,168 721,000 0.94%
20 Kovack Advisors, Inc. 41,064 719,000 0.94%
21 MENTA CAPITAL LLC 35,034 614,000 0.80%
22 RISK PARADIGM GROUP, LLC 34,214 599,429 0.78%
23 Bank of New York Mellon Corp 32,414 568,000 0.74%
24 MILLENNIUM MANAGEMENT LLC 30,885 541,000 0.71%
25 Concorde Asset Management, LLC 29,124 510,000 0.67%
26 PANAGORA ASSET MANAGEMENT INC 27,954 490,000 0.64%
27 Regal Investment Advisors LLC 25,670 450,000 0.59%
28 Arete Wealth Advisors, LLC 25,662 449,000 0.59%
29 Rotella Capital Management, Inc. 24,950 437,000 0.57%
30 RENAISSANCE TECHNOLOGIES LLC 24,900 436,000 0.57%
31 STATE STREET CORP 23,700 416,000 0.54%
32 DEERE & CO 15,957 280,000 0.37%
33 DIVIDEND ASSETS CAPITAL, LLC 12,100 212,000 0.28%
34 NATIONAL PLANNING CORP 11,250 196,000 0.26%
35 MORGAN STANLEY 8,593 150,000 0.20%
36 AMERICAN INTERNATIONAL GROUP, INC. 7,848 137,495 0.18%
37 Simplicity Solutions, LLC 6,284 110,096 0.14%
38 BLACKROCK ADVISORS LLC 4,691 82,000 0.11%
39 DEUTSCHE BANK AG\ 4,114 72,000 0.09%
40 WEALTHCARE CAPITAL MANAGEMENT LLC 2,414 42,000 0.05%
41 WELLS FARGO & COMPANY/MN 2,034 35,000 0.05%
42 UBS Group AG 1,991 35,000 0.05%
43 ADVANTAGE INVESTMENT MANAGEMENT, LLC 2,000 35,000 0.05%
44 Efficient Market Advisors, LLC 1,750 31,000 0.04%
45 BANK OF AMERICA CORP /DE/ 931 16,000 0.02%
46 CENTRAL TRUST Co 500 9,000 0.01%
47 Tower Research Capital LLC (TRC) 9 0 0.00%

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.