Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / ETRACS ALER MLP
-
Total 13F shares
-
142,503
-
Share change
-
+1,070
-
Total reported value
-
$3,602,061
-
Price per share
-
$25.30
-
Number of holders
-
6
-
Value change
-
+$27,038
-
Number of buys
-
3
-
Number of sells
-
2
Institutional Holders of UBS AG - ETRACS ALER MLP (MLPB) as of Q4 2025
As of 31 Dec 2025,
UBS AG - ETRACS ALER MLP (MLPB) was held by
6 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
142,503 shares.
The largest 6 holders included
MBL Wealth, LLC, Savvy Advisors, Inc., WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, DIVERSIFIED TRUST CO, ETF Store, Inc., and AMERICAN NATIONAL BANK & TRUST.
This page lists
6
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.