UBS AG LONDON BRANCH (MLPB)
Institutional ownership reported to the SEC as of Q2 2026, across 28 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CIBC Bancorp USA Inc. | $88.7M | 3,075,807 | 0.11% | 2q | -0.6%-$531.9K |
| WELLS FARGO & COMPANY/MN | $64.9M | 2,252,272 | 0.01% | 26q | HELD |
| Marion Wealth Management | $17.2M | 598,326 | 3.51% | 19q | -0.7%-$116.3K |
| PNC Financial Services Group, Inc. | $4.0M | 137,282 | 0.00% | 27q | HELD |
| MAI Capital Management | $2.9M | 100,012 | 0.01% | 25q | HELD |
| MBL Wealth, LLC | $1.7M | 59,955 | 0.12% | 20q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $976.9K | 33,918 | 0.00% | 2q | -19.3%-$233.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $723.3K | 24,600 | 0.00% | 5q | HELD |
| GLENMEDE TRUST CO NA | $635.0K | 22,045 | 0.00% | new | NEW |
| DIVERSIFIED TRUST CO | $609.8K | 21,171 | 0.01% | 25q | -7.0%-$46.1K |
| Savvy Advisors, Inc. | $606.1K | 21,043 | 0.01% | 7q | -3.8%-$24.1K |
| CITADEL ADVISORS LLC | $532.3K | 18,482 | 0.00% | 6q | -0.5%-$2.9K |
| IFP Advisors, Inc | $455.4K | 15,810 | 0.01% | 6q | -3.1%-$14.4K |
| FIFTH THIRD BANCORP | $329.8K | 11,449 | 0.00% | 26q | -20.8%-$86.4K |
| Callan Family Office, LLC | $308.3K | 10,702 | 0.01% | 7q | HELD |
| LPL Financial LLC | $298.5K | 10,362 | 0.00% | 24q | -8.7%-$28.5K |
| COMMERCE BANK | $272.9K | 9,475 | 0.00% | 2q | HELD |
| Creative Planning | $270.5K | 9,390 | 0.00% | 7q | +16.8%+$38.9K |
| ETF Store, Inc. | $253.6K | 8,805 | 0.21% | 10q | HELD |
| Genesis Financial Group, LLC | $246.3K | 8,550 | 0.16% | 2q | +6.2%+$14.4K |
| EP Wealth Advisors, LLC | $210.3K | 7,300 | 0.00% | 2q | HELD |
| MORGAN STANLEY | $167.6K | 5,819 | 0.00% | 20q | +153.0%+$101.4K |
| FIRST HORIZON CORP | $138.3K | 4,800 | 0.01% | 4q | HELD |
| JPMORGAN CHASE & CO | $83.3K | 2,900 | 0.00% | new | NEW |
| PRIVATE TRUST CO NA | $51.8K | 1,800 | 0.00% | 17q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $51.3K | 1,780 | 0.00% | 4q | HELD |
| Institute for Wealth Management, LLC. | $7.0K | 242 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $6.3K | 220 | 0.00% | 3q | HELD |
| HUNTINGTON NATIONAL BANK | $29 | 1 | 0.00% | 15q | HELD |
Tender offers and delisting
Schedules TO, 13E-3 and 14D-9 and Form 25 filed in the last 180 days. Price a share is read from the filing itself where it states one plainly; a marker means we found no figure we could stand behind, and the reason is on it.
| Filed | What | Filed by | Price a share | Source |
|---|---|---|---|---|
| 2026-08-19 | Delisting notice from the exchange | NYSE ARCA, INC. | - | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 9 | $21.3M | 729,434 | 1 | 3 | 2 | 0.0% |
| Q2 2026 | 29 | $186.6M | 6,474,318 | 3 | 3 | 9 | 0.0% |
| Q1 2026 | 29 | $188.9M | 6,507,719 | 6 | 3 | 7 | 0.0% |
| Q4 2025 | 26 | $166.7M | 6,564,701 | 2 | 4 | 6 | 0.0% |
| Q3 2025 | 29 | $165.0M | 6,604,798 | 3 | 6 | 8 | 0.0% |
| Q2 2025 | 30 | $171.7M | 6,603,511 | 5 | 8 | 6 | 0.0% |
| Q1 2025 | 30 | $168.0M | 6,549,017 | 5 | 4 | 7 | 0.0% |
| Q4 2024 | 26 | $170.2M | 6,654,182 | 5 | 3 | 10 | 0.0% |
| Q3 2024 | 22 | $163.6M | 6,721,763 | 1 | 4 | 8 | 0.0% |
| Q2 2024 | 25 | $167.6M | 6,781,035 | 2 | 5 | 7 | 0.0% |
| Q1 2024 | 27 | $170.4M | 7,060,952 | 3 | 7 | 8 | 0.0% |
| Q4 2023 | 25 | $141.2M | 6,603,156 | 1 | 1 | 11 | 0.0% |
| Q3 2023 | 24 | $144.6M | 6,803,170 | 1 | 5 | 10 | 0.0% |
| Q2 2023 | 23 | $196.6M | 9,898,175 | 0 | 4 | 11 | 0.0% |
| Q1 2023 | 26 | $320.2M | 11,512,792 | 3 | 8 | 7 | 0.0% |
| Q4 2022 | 27 | $143.9M | 8,366,082 | 4 | 6 | 9 | 0.0% |
| Q3 2022 | 25 | $149.8M | 8,638,552 | 1 | 5 | 7 | 0.0% |
| Q2 2022 | 27 | $142.1M | 8,721,128 | 2 | 9 | 7 | 0.0% |
| Q1 2022 | 26 | $155.1M | 8,606,599 | 4 | 8 | 9 | 0.0% |
| Q4 2021 | 25 | $119.7M | 7,779,152 | 3 | 8 | 9 | 0.0% |
| Q3 2021 | 25 | $108.9M | 7,010,005 | 4 | 8 | 6 | 0.0% |
| Q2 2021 | 22 | $142.1M | 8,401,092 | 2 | 4 | 12 | 0.0% |
| Q1 2021 | 26 | $123.3M | 8,719,524 | 5 | 6 | 12 | 0.0% |
| Q4 2020 | 25 | $109.7M | 9,237,860 | 5 | 4 | 14 | 0.0% |
| Q3 2020 | 28 | $99.1M | 10,367,445 | 7 | 3 | 14 | 0.0% |
| Q2 2020 | 25 | $121.6M | 10,633,999 | 13 | 4 | 7 | 0.0% |
| Q1 2020 | 15 | $39.6M | 4,853,264 | 13 | 1 | 0 | 0.0% |
| Q4 2019 | 1 | $2.0K | 108 | 1 | 0 | 0 | 0.0% |