Etracs Alerian Infrast Ser BMLPBETF
13F holders, Q1 2025 (March 31)29holders +4
5new positions
1sold out
1famous investor
$25.66avg. 13F price*
At the end of Q1 2025, 29 institutions reported holding Etracs Alerian Infrast Ser B (MLPB) in their 13F filings, up 4 from Q4 2024. 5 opened new positions and 1 sold out. The largest holders were CIBC Private Wealth Group LLC ($75.2M), Wells Fargo & Company ($60.8M) and Marion Wealth Management ($15.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Etracs Alerian Infrast Ser B
- Filed as
- UBS AG LONDON BRANCH (Q1 2025)
- CUSIP
- 90274D382
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $852K |
| Exits | 1 | $281K |
All 13F filers, Q4 2024 → Q1 2025: 78,020 shares bought and 183,185 shares sold, net −105,165 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| CIBC Private Wealth Group LLC | 0.16% | Reduce -3.6% | 3,203,463 | $75.2M |
| Wells Fargo & Company | 0.01% | Add +1.4% | 2,189,760 | $60.8M |
| Marion Wealth Management | 4.20% | Reduce -5.9% | 567,020 | $15.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.1% | 154,072 | $4.3M |
| MAI Capital Management | 0.02% | Add +0.0% | 107,171 | $3.0M |
| MBL Wealth, LLC | 0.16% | Reduce -3.5% | 55,527 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +25.8% | 39,194 | $1.1M |
| Savvy Advisors, Inc. | 0.08% | Add +10.2% | 30,098 | $835K |
| Selway Asset Management | 0.30% | No change | 25,840 | $717K |
| Diversified Trust Co. | 0.01% | No change | 20,780 | $577K |
| Fifth Third Bancorp | 0.00% | No change | 18,078 | $502K |
| LPL Financial LLC | 0.00% | Reduce -4.1% | 17,934 | $498K |
| Cerity Partners LLC | 0.00% | Reduce -5.5% | 15,808 | $439K |
| Neuberger Berman Group LLC | 0.00% | No change | 15,200 | $422K |
| IFP Advisors, Inc | 0.01% | New | 12,636 | $351K |
| Callan Family Office, LLC | 0.02% | No change | 10,702 | $297K |
| Citadel Advisors | 0.00% | New | 10,011 | $278K |
| Morgan Stanley | 0.00% | No change | 9,800 | $272K |
| FineMark National Bank & Trust | 0.01% | No change | 9,475 | $263K |
| ETF Store, Inc. | 0.30% | No change | 8,847 | $246K |
| Creative Planning | 0.00% | Add +244.8% | 8,747 | $243K |
| Divergent Planning, LLC | 0.07% | New | 7,300 | $205K |
| First Horizon Advisors, Inc. | 0.00% | No change | 6,022 | $167K |
| Private Trust Co. NA | 0.01% | No change | 1,800 | $50K |
| Royal Bank of Canada | 0.00% | No change | 1,290 | $36K |
| Bokf, NA | 0.00% | No change | 1,180 | $33K |
| Cwm, LLC | 0.00% | New | 600 | $17K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -86.4% | 600 | $17K |
| UBS Group AG | 0.00% | New | 61 | $2K |
"% of holder's portfolio" is MLPB's weight in each manager's 13F, not the share of Etracs Alerian Infrast Ser B the manager owns.