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

Institutional Holders (2015Q2)
Portfolio Summary: 66 Institutional holders with a total value of $118,182,190.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VSR Financial Services, Inc. 1,167,156 20,402,000 17.26%
2 VANGUARD GROUP INC 939,510 16,423,000 13.90%
3 BlackRock Institutional Trust Company, N.A. 813,403 14,218,000 12.03%
4 BlackRock Fund Advisors 769,133 13,444,000 11.38%
5 STATE STREET CORP 322,000 5,627,000 4.76%
6 Simplicity Solutions, LLC 289,716 5,063,748 4.28%
7 GEODE CAPITAL MANAGEMENT, LLC 258,857 4,524,000 3.83%
8 NORTHERN TRUST CORP 154,568 2,702,000 2.29%
9 J.P. Turner & Co Capital Mnagement, LLC 131,302 2,292,000 1.94%
10 Bank of New York Mellon Corp 123,267 2,155,000 1.82%
11 Investors Capital Advisory Services 119,049 2,080,000 1.76%
12 Sigma Planning Corp 117,390 2,052,000 1.74%
13 BlackRock Investment Management, LLC 114,378 1,999,000 1.69%
14 GOLDMAN SACHS GROUP INC 111,564 1,950,000 1.65%
15 WFG Advisors, LP 97,238 1,700,000 1.44%
16 RENAISSANCE TECHNOLOGIES LLC 89,046 1,557,000 1.32%
17 Vident Investment Advisory, LLC 87,429 1,528,000 1.29%
18 TIAA CREF INVESTMENT MANAGEMENT LLC 87,323 1,526,000 1.29%
19 Commonwealth Equity Services, Inc 86,789 1,517,000 1.28%
20 Atria Investments, Inc 81,691 1,428,000 1.21%
21 DEUTSCHE BANK AG\ 66,162 1,155,000 0.98%
22 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 55,964 978,000 0.83%
23 LPL Financial LLC 50,431 922,000 0.78%
24 LADENBURG THALMANN FINANCIAL SERVICES INC. 49,490 865,000 0.73%
25 TEACHERS ADVISORS, LLC 45,202 790,000 0.67%
26 Kovack Advisors, Inc. 37,923 663,000 0.56%
27 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 37,025 648,000 0.55%
28 RHUMBLINE ADVISERS 35,530 621,000 0.53%
29 RISK PARADIGM GROUP, LLC 31,553 551,538 0.47%
30 Arete Wealth Advisors, LLC 29,962 524,000 0.44%
31 Concorde Asset Management, LLC 27,993 489,000 0.41%
32 Regal Investment Advisors LLC 25,670 448,000 0.38%
33 METROPOLITAN LIFE INSURANCE CO/NY 25,478 445,000 0.38%
34 AMERICAN INTERNATIONAL GROUP, INC. 25,306 442,347 0.37%
35 BLACKROCK ADVISORS LLC 20,154 352,000 0.30%
36 MANUFACTURERS LIFE INSURANCE COMPANY, THE 19,727 345,000 0.29%
37 Nationwide Fund Advisors 19,303 337,000 0.29%
38 DIVIDEND ASSETS CAPITAL, LLC 17,600 308,000 0.26%
39 BANK OF THE WEST 17,500 306,000 0.26%
40 PDT Partners, LLC 17,260 302,000 0.26%
41 DEERE & CO 15,957 279,000 0.24%
42 PANAGORA ASSET MANAGEMENT INC 14,593 255,000 0.22%
43 BANK OF AMERICA CORP /DE/ 14,227 248,000 0.21%
44 Invesco Ltd. 13,124 229,000 0.19%
45 NEW YORK STATE COMMON RETIREMENT FUND 12,554 219,000 0.19%
46 NATIONAL PLANNING CORP 11,250 202,000 0.17%
47 VOYA INVESTMENT MANAGEMENT LLC 10,894 190,000 0.16%
48 STRS OHIO 9,800 171,000 0.14%
49 WELLS FARGO & COMPANY/MN 7,837 137,000 0.12%
50 BANK OF MONTREAL /CAN/ 5,790 101,000 0.09%
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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.