Q3 2025 13F Holders as of 9/30/2025
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Type / Class
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Equity / ETRACS ALER MLP
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Number of holders
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28
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Total 13F shares, excl. options
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6.59M
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Shares change
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+58.2K
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Total reported value, excl. options
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$165M
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Value change
-
+$1.42M
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Number of buys
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9
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Number of sells
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-9
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Price
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$24.99
Significant Holders of UBS AG - ETRACS ALER MLP (MLPB) as of Q3 2025
31 filings reported holding MLPB - UBS AG - ETRACS ALER MLP as of Q3 2025.
UBS AG - ETRACS ALER MLP (MLPB) has 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.59M shares
.
Largest 10 shareholders include CIBC Bancorp USA Inc. (3.11M shares), WELLS FARGO & COMPANY/MN (2.35M shares), Marion Wealth Management (589K shares), PNC Financial Services Group, Inc. (149K shares), MAI Capital Management (100K shares), MBL Wealth, LLC (58.6K shares), Savvy Advisors, Inc. (26.8K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (24.6K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (21.1K shares), and Diversified Trust Co (20.8K shares).
This table shows the top 28 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.