31 institutions reported holding $188.9M of UBS AG LONDON BRANCH (MLPB) in SEC 13F filings for 2026-03-31. Largest institutional holders: CIBC Bancorp USA Inc. ($89.8M), WELLS FARGO & COMPANY/MN ($65.5M), Marion Wealth Management ($17.5M), 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. | $89.8M | 3.1M | New |
| 2 | WELLS FARGO & COMPANY/MN | $65.5M | 2.3M | Trimmed |
| 3 | Marion Wealth Management | $17.5M | 602,363 | Trimmed |
| 4 | PNC Financial Services Group, Inc. | $4.0M | 137,694 | Trimmed |
| 5 | MAI Capital Management | $2.9M | 100,001 | Added |
| 6 | MBL Wealth, LLC | $1.7M | 60,033 | Added |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 42,021 | New |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $710,701 | 24,600 | Trimmed |
| 9 | Diversified Trust Co | $661,067 | 22,771 | Hold |
| 10 | Savvy Advisors, Inc. | $635,142 | 21,878 | Trimmed |
| 11 | CITADEL ADVISORS LLC | $539,485 | 18,583 | Added |
| 12 | IFP Advisors, Inc | $473,497 | 16,310 | Hold |
| 13 | FIFTH THIRD BANCORP | $419,470 | 14,449 | Trimmed |
| 14 | Corient Private Wealth LLC | $344,541 | 11,868 | New |
| 15 | LPL Financial LLC | $329,503 | 11,350 | Hold |
| 16 | Kestra Advisory Services, LLC | $321,658 | 11,080 | Added |
| 17 | Callan Family Office, LLC | $310,691 | 10,702 | Hold |
| 18 | COMMERCE BANK | $275,069 | 9,475 | New |
| 19 | ETF Store, Inc. | $255,619 | 8,805 | Hold |
| 20 | Genesis Financial Group, LLC | $233,700 | 8,050 | New |
| 21 | Creative Planning | $233,439 | 8,041 | Trimmed |
| 22 | EP Wealth Advisors, LLC | $211,927 | 7,300 | New |
| 23 | FIRST HORIZON CORP | $139,349 | 4,800 | Hold |
| 24 | MORGAN STANLEY | $66,772 | 2,300 | Hold |
| 25 | PRIVATE TRUST CO NA | $52,256 | 1,800 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31