CUSIP 90274D382ETRACS ALER MLPMLPBQ4 2025
Aggregate 13F value by quarter
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25 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cibc Private Wealth Group LLC | 3.13M | $79.11M | +11.0K | Added |
| 2 | Wells Fargo & Company/Mn | 2.34M | $59.27M | −8.8K | Reduced |
| 3 | Marion Wealth Management | 607.6K | $15.95M | +18.4K | Added |
| 4 | Pnc Financial Services Group, Inc. | 138.5K | $3.50M |
| −10.2K |
| Reduced |
| 5 | Mai Capital Management | 100.0K | $2.53M | −218 | Reduced |
| 6 | Mbl Wealth, LLC | 58.8K | $1.49M | +200 | Added |
| 7 | Savvy Advisors, Inc. | 25.5K | $644.7K | −1.3K | Reduced |
| 8 | Wealth Enhancement Advisory Services, LLC | 24.8K | $624.9K | +241 | Added |
| 9 | Diversified Trust Co | 22.8K | $576.2K | +2.0K | Added |
| 10 | Citadel Advisors LLC | 18.3K | $463.9K | +1.1K | Added |
See every fund holding Ubs AG London Branch, with full quarter-over-quarter share changes.
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