Who Owns UBS AG LONDON BRANCH (MLPB)? -- Institutional Holders (2026-06-30)
31 institutions reported holding $186.6M of UBS AG LONDON BRANCH (MLPB) in SEC 13F filings for 2026-06-30. Largest institutional holders: CIBC Bancorp USA Inc. ($88.7M), WELLS FARGO & COMPANY/MN ($64.9M), Marion Wealth Management ($17.2M), PNC Financial Services Group, Inc. ($4.0M), MAI Capital Management ($2.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CIBC Bancorp USA Inc. | $88.7M | 3.1M | Trimmed |
| 2 | WELLS FARGO & COMPANY/MN | $64.9M | 2.3M | Trimmed |
| 3 | Marion Wealth Management | $17.2M | 598,326 | Trimmed |
| 4 | PNC Financial Services Group, Inc. | $4.0M | 137,282 | Trimmed |
| 5 | MAI Capital Management | $2.9M | 100,012 | Added |
| 6 | MBL Wealth, LLC | $1.7M | 59,955 | Trimmed |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $976,944 | 33,918 | Trimmed |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $723,338 | 24,600 | Hold |
| 9 | GLENMEDE TRUST CO NA | $634,964 | 22,045 | New |
| 10 | Diversified Trust Co | $609,790 | 21,171 | Trimmed |
| 11 | Savvy Advisors, Inc. | $606,104 | 21,043 | Trimmed |
| 12 | CITADEL ADVISORS LLC | $532,339 | 18,482 | Trimmed |
| 13 | IFP Advisors, Inc | $455,377 | 15,810 | Trimmed |
| 14 | FIFTH THIRD BANCORP | $329,767 | 11,449 | Trimmed |
| 15 | Callan Family Office, LLC | $308,251 | 10,702 | Hold |
| 16 | LPL Financial LLC | $298,458 | 10,362 | Trimmed |
| 17 | COMMERCE BANK | $272,909 | 9,475 | Hold |
| 18 | Creative Planning | $270,461 | 9,390 | Added |
| 19 | ETF Store, Inc. | $253,611 | 8,805 | Hold |
| 20 | Genesis Financial Group, LLC | $246,267 | 8,550 | Added |
| 21 | EP Wealth Advisors, LLC | $210,263 | 7,300 | Hold |
| 22 | MORGAN STANLEY | $167,605 | 5,819 | Added |
| 23 | FIRST HORIZON CORP | $138,255 | 4,800 | Hold |
| 24 | JPMORGAN CHASE & CO | $83,303 | 2,900 | New |
| 25 | PRIVATE TRUST CO NA | $51,846 | 1,800 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30