Who owns MLPB
Which tracked institutional funds hold MLPB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MLPB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on MLPB is one-sided between 2026-Q1 and 2026-Q2: 1 added or opened and 3 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MLPB’s largest tracked holder by dollar value, CIBC Bancorp USA Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MLPB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 28 tracked filers holding MLPB, 7 increased or opened the position and 15 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MLPB between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- GLENMEDE TRUST CO NA$635K
Largest trims
- CIBC Bancorp USA Inc.$1M
- WELLS FARGO & COMPANY/MN$581K
- Marion Wealth Management$254K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| CIBC Bancorp USA Inc. trimmed | 3,075,807 | $89M | 33.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 2,252,272 | $65M | 24.2% | 2026-Q2 |
| Marion Wealth Management trimmed | 598,326 | $17M | 6.4% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 137,282 | $4M | 1.5% | 2026-Q2 |
| MAI Capital Management added | 100,012 | $3M | 1.1% | 2026-Q2 |
| MBL Wealth, LLC trimmed | 59,955 | $2M | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 33,918 | $977K | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 24,600 | $723K | 0.3% | 2026-Q2 |
| GLENMEDE TRUST CO NA new | 22,045 | $635K | 0.2% | 2026-Q2 |
| DIVERSIFIED TRUST CO trimmed | 21,171 | $610K | 0.2% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 21,043 | $606K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 18,482 | $532K | 0.2% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 15,810 | $455K | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 11,449 | $330K | 0.1% | 2026-Q2 |
| Callan Family Office, LLC | 10,702 | $308K | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 10,362 | $298K | 0.1% | 2026-Q2 |
| COMMERCE BANK | 9,475 | $273K | 0.1% | 2026-Q2 |
| Creative Planning added | 9,390 | $270K | 0.1% | 2026-Q2 |
| ETF Store, Inc. | 8,805 | $254K | 0.1% | 2026-Q2 |
| Genesis Financial Group, LLC added | 8,550 | $246K | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC | 7,300 | $210K | 0.1% | 2026-Q2 |
| MORGAN STANLEY added | 5,819 | $168K | 0.1% | 2026-Q2 |
| FIRST HORIZON CORP | 4,800 | $138K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 2,900 | $83K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 1,800 | $52K | 0.0% | 2026-Q2 |
| AMERICAN NATIONAL BANK & TRUST | 1,780 | $51K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 242 | $7K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 220 | $6K | 0.0% | 2026-Q2 |
| Corient Private Wealth LLC new | 11,868 | $345K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Kestra Advisory Services, LLC added | 11,080 | $322K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 600 | $17K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CIBC Private Wealth Group LLC added | 3,126,389 | $79M | 29.5% | 2025-Q4 stale (2 quarters behind) |
| FineMark National Bank & Trust | 9,475 | $240K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG trimmed | 414 | $10K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Cerity Partners LLC | 15,808 | $395K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| WOLVERINE TRADING, LLC trimmed | 8,647 | $216K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| OSAIC HOLDINGS, INC. added | 3,589 | $90K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| ROYAL BANK OF CANADA added | 2,013 | $50K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| NEUBERGER BERMAN GROUP LLC | 15,200 | $395K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| First Horizon Advisors, Inc. trimmed | 4,800 | $125K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 1,700 | $44K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.