MLPB Institutional Ownership
ETRACS Alerian MLP Infrastructure Index ETN Series B
1W: -1.2%
1M: -6.9%
3M: +3.7%
YTD: +17.5%
1Y: +20.0%
3Y: +60.1%
5Y: +154.6%
$29.48
+0.11 (+0.38%)
Weekly Expected Move ±1.5%
$29
$29
$29
$30
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — MLPB
31
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
187M
Total Invested
3
New Positions
4
Increased
14
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (32 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CIBC Bancorp USA Inc. | 3,075,807 | 91M | -18,450 | -0.6% | 2Q | SEC ↗ |
| 2 | WELLS FARGO & COMPANY/MN | 2,252,272 | 66M | -2,315 | -0.1% | 26Q | SEC ↗ |
| 3 | Marion Wealth Management | 598,326 | 18M | -4,037 | -0.7% | 19Q | SEC ↗ |
| 4 | PNC Financial Services Group, Inc. | 137,282 | 4M | -412 | -0.3% | 15Q | SEC ↗ |
| 5 | MAI Capital Management | 100,012 | 3M | +11 | +0.0% | 7Q | SEC ↗ |
| 6 | MBL Wealth, LLC | 59,955 | 2M | -78 | -0.1% | 18Q | SEC ↗ |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 33,918 | 1000K | -8,103 | -19.3% | 2Q | SEC ↗ |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 24,600 | 725K | — | +0.0% | 5Q | SEC ↗ |
| 9 | GLENMEDE TRUST CO NA NEW | 22,045 | 650K | — | +0.0% | 1Q | SEC ↗ |
| 10 | DIVERSIFIED TRUST CO | 21,171 | 624K | -1,600 | -7.0% | 25Q | SEC ↗ |
| 11 | Savvy Advisors, Inc. | 21,043 | 620K | -835 | -3.8% | 7Q | SEC ↗ |
| 12 | CITADEL ADVISORS LLC | 18,482 | 545K | -101 | -0.5% | 6Q | SEC ↗ |
| 13 | IFP Advisors, Inc | 15,810 | 466K | -500 | -3.1% | 6Q | SEC ↗ |
| 14 | FIFTH THIRD BANCORP | 11,449 | 338K | -3,000 | -20.8% | 26Q | SEC ↗ |
| 15 | Callan Family Office, LLC | 10,702 | 315K | — | +0.0% | 7Q | SEC ↗ |
| 16 | LPL Financial LLC | 10,362 | 305K | -988 | -8.7% | 24Q | SEC ↗ |
| 17 | COMMERCE BANK | 9,475 | 279K | — | +0.0% | 2Q | SEC ↗ |
| 18 | Creative Planning | 9,390 | 277K | +1,349 | +16.8% | 7Q | SEC ↗ |
| 19 | ETF Store, Inc. | 8,805 | 260K | — | +0.0% | 10Q | SEC ↗ |
| 20 | Genesis Financial Group, LLC | 8,550 | 252K | +500 | +6.2% | 2Q | SEC ↗ |
| 21 | EP Wealth Advisors, LLC | 7,300 | 215K | — | +0.0% | 2Q | SEC ↗ |
| 22 | MORGAN STANLEY | 5,819 | 172K | +3,519 | +153.0% | 20Q | SEC ↗ |
| 23 | FIRST HORIZON CORP | 4,800 | 142K | — | +0.0% | 4Q | SEC ↗ |
| 24 | JPMORGAN CHASE & CO NEW | 2,900 | 85K | — | +0.0% | 1Q | SEC ↗ |
| 25 | PRIVATE TRUST CO NA | 1,800 | 53K | — | +0.0% | 17Q | SEC ↗ |
| 26 | AMERICAN NATIONAL BANK & TRUST | 1,780 | 52K | — | +0.0% | 4Q | SEC ↗ |
| 27 | CWM, LLC | 600 | 18K | — | +0.0% | 5Q | SEC ↗ |
| 28 | Institute for Wealth Management, LLC. NEW | 242 | 7K | — | +0.0% | 1Q | SEC ↗ |
| 29 | HARBOUR INVESTMENTS, INC. | 220 | 6K | — | +0.0% | 3Q | SEC ↗ |
| 30 | Corient Private Wealth LLC | 0 | 0K | -11,868 | -100.0% | 1Q | SEC ↗ |
| 31 | Kestra Advisory Services, LLC | 0 | 0K | -11,080 | -100.0% | 2Q | SEC ↗ |
| 32 | UBS Group AG | 0 | 0K | -414 | -100.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| GLENMEDE TRUST CO NA | 22,045 | 650K |
| JPMORGAN CHASE & CO | 2,900 | 85K |
| Institute for Wealth Management, LL | 242 | 7K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Corient Private Wealth LLC | 11,868 | 350K |
| Kestra Advisory Services, LLC | 11,080 | 327K |
| UBS Group AG | 414 | 12K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +3,519 | +153.0% | 5,819 |
| Creative Planning | +1,349 | +16.8% | 9,390 |
| Genesis Financial Group, LLC | +500 | +6.2% | 8,550 |
| MAI Capital Management | +11 | +0.0% | 100,012 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CIBC Bancorp USA Inc. | -18,450 | -0.6% | 3,075,807 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -8,103 | -19.3% | 33,918 |
| Marion Wealth Management | -4,037 | -0.7% | 598,326 |
| FIFTH THIRD BANCORP | -3,000 | -20.8% | 11,449 |
| WELLS FARGO & COMPANY/MN | -2,315 | -0.1% | 2,252,272 |
| DIVERSIFIED TRUST CO | -1,600 | -7.0% | 21,171 |
| LPL Financial LLC | -988 | -8.7% | 10,362 |
| Savvy Advisors, Inc. | -835 | -3.8% | 21,043 |
| IFP Advisors, Inc | -500 | -3.1% | 15,810 |
| PNC Financial Services Group, Inc. | -412 | -0.3% | 137,282 |
| CITADEL ADVISORS LLC | -101 | -0.5% | 18,482 |
| MBL Wealth, LLC | -78 | -0.1% | 59,955 |