Security key
90274D382
- Security type / class
- Equity / ETRACS ALER MLP
- Total 13F shares
- 6,602,221
- Total 13F value
- $171,696,744
- Share change
- +79,044
- SEC-reported price per share
- $26.00
- Number of holders
- 30
- Value change
- +$1,974,247
- Number of buys
- 13
- Number of sells
- 10
Report period
Q2 2025
Institutions
30
Top holders
10
MLPB full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
Previous quarter: Q1 2025
UBS AG SEC filings
UBS AG company facts
UBS AG 13D/G history
Broader feeds
Reporting periods
Holder history for CUSIP 90274D382
Recent filing periods:
Ownership snapshot
Top reported holders of MLPB - UBS AG - ETRACS ALER MLP (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
CIBC Private Wealth Group...
Disclosed value leader
CIBC Private Wealth Group...
Comparable rows
0/15
Latest evidence
31 Mar 2025
13F
Highest disclosed value: $75,169,261
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
CIBC Private Wealth Group LLC has the largest disclosed position value at $75.17M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens CIBC Private Wealth Group LLC's linked filing trail.
Disclosed position value
Top 5
CIBC Private Wealth Group LLC
$75.17M
WELLS FARGO & COMPANY/MN
$73.06M
Marion Wealth Management
$15.74M
PNC FINANCIAL SERVICES GROUP, INC.
$4.28M
Legacy Wealth Asset Management, LLC
$3.64M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| CIBC Private Wealth Group LLC |
13F
Company
|
—
class O/S missing
|
$75,169,261
3,203,463 shares
|
— | 31 Mar 2025 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
—
mixed-class rows
|
$73,055,653
2,790,033 shares
mixed-class rows
|
— | 31 Mar 2025 |
| Marion Wealth Management |
13F
Company
|
—
class O/S missing
|
$15,737,077
567,020 shares
|
— | 31 Mar 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
Company
|
—
class O/S missing
|
$4,276,114
154,072 shares
|
— | 31 Mar 2025 |
| Legacy Wealth Asset Management, LLC |
13F
Company
|
—
class O/S missing
|
$3,640,851
137,105 shares
|
— | 31 Mar 2025 |
| ENVESTNET ASSET MANAGEMENT INC |
13F
Company
|
—
class O/S missing
|
$3,527,593
132,840 shares
|
— | 31 Mar 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
30
Shares
6,602,221
Rows available
30
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
30
Q2 2025 holders
30
Holder diff
0
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 value | Q2 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend