Institutional Ownership
Ubs AG London Branch
CUSIP 90274D382ETRACS ALER MLPMLPBQ1 2026
Institutional Holders
28
13F filers
Shares Held
6.51M
Aggregate institutional
Institutional Value
$188.92M
Q1 2026
Net New Holders
+5
6 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased4
Decreased7
Sold out1
Institutional Holders
28 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cibc Bancorp USA Inc. | 3.09M | $89.83M | +3.09M | New |
| 2 | Wells Fargo & Company/Mn | 2.25M | $65.45M | −88.0K | Reduced |
| 3 | Marion Wealth Management | 602.4K | $17.49M | −5.2K | Reduced |
| 4 | Pnc Financial Services Group, Inc. | 137.7K | $4.00M | −790 | Reduced |
| 5 | Mai Capital Management | 100.0K | $2.90M | +11 | Added |
| 6 | Mbl Wealth, LLC | 60.0K | $1.74M | +1.2K | Added |
| 7 | Susquehanna International Group, LLP | 42.0K | $1.22M | +42.0K | New |
| 8 | Wealth Enhancement Advisory Services, LLC | 24.6K | $710.7K | −241 | Reduced |
| 9 | Diversified Trust Co | 22.8K | $661.1K | 0 | Held |
| 10 | Savvy Advisors, Inc. | 21.9K | $635.1K | −3.6K | Reduced |
18 more institutional holders on Premium
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