Who owns MLPB (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-Q1 13F filings. 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 2025-Q4 and 2026-Q1: 7 added or opened and 1 trimmed or exited — on balance accumulating.
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 2025-Q4 and 2026-Q1, across 28 tracked filers holding MLPB, 10 increased or opened the position and 10 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 2025-Q4 and 2026-Q1 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 2
- CIBC Bancorp USA Inc.$90M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
Full exits 1
- CIBC Private Wealth Group LLC$79M
Largest adds
- WELLS FARGO & COMPANY/MN$6M
- Marion Wealth Management$2M
- PNC FINANCIAL SERVICES GROUP, INC.$493K
- MAI Capital Management$373K
- MBL Wealth, LLC$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. new | 3,094,257 | $90M | 33.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 2,254,587 | $65M | 24.2% | 2026-Q1 |
| Marion Wealth Management trimmed | 602,363 | $17M | 6.5% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 137,694 | $4M | 1.5% | 2026-Q1 |
| MAI Capital Management added | 100,001 | $3M | 1.1% | 2026-Q1 |
| MBL Wealth, LLC added | 60,033 | $2M | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 42,021 | $1M | 0.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 24,600 | $711K | 0.3% | 2026-Q1 |
| Diversified Trust Co | 22,771 | $661K | 0.2% | 2026-Q1 |
| Savvy Advisors, Inc. trimmed | 21,878 | $635K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 18,583 | $539K | 0.2% | 2026-Q1 |
| IFP Advisors, Inc | 16,310 | $473K | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP trimmed | 14,449 | $419K | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC new | 11,868 | $345K | 0.1% | 2026-Q1 |
| LPL Financial LLC | 11,350 | $330K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 11,080 | $322K | 0.1% | 2026-Q1 |
| Callan Family Office, LLC | 10,702 | $311K | 0.1% | 2026-Q1 |
| COMMERCE BANK new | 9,475 | $275K | 0.1% | 2026-Q1 |
| ETF Store, Inc. | 8,805 | $256K | 0.1% | 2026-Q1 |
| Genesis Financial Group, LLC new | 8,050 | $234K | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 8,041 | $233K | 0.1% | 2026-Q1 |
| EP Wealth Advisors, LLC new | 7,300 | $212K | 0.1% | 2026-Q1 |
| FIRST HORIZON CORP | 4,800 | $139K | 0.1% | 2026-Q1 |
| MORGAN STANLEY | 2,300 | $67K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA | 1,800 | $52K | 0.0% | 2026-Q1 |
| AMERICAN NATIONAL BANK & TRUST | 1,780 | $52K | 0.0% | 2026-Q1 |
| CWM, LLC | 600 | $17K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 220 | $6K | 0.0% | 2026-Q1 |
| CIBC Private Wealth Group LLC added | 3,126,389 | $79M | 29.2% | 2025-Q4 stale |
| Selway Asset Management | 25,840 | $717K | 0.3% | 2025-Q1 stale |
| NEUBERGER BERMAN GROUP LLC | 15,200 | $395K | 0.1% | 2025-Q2 stale |
| Cerity Partners LLC | 15,808 | $395K | 0.1% | 2025-Q3 stale |
| FineMark National Bank & Trust | 9,475 | $240K | 0.1% | 2025-Q4 stale |
| WOLVERINE TRADING, LLC trimmed | 8,647 | $216K | 0.1% | 2025-Q3 stale |
| Divergent Planning, LLC new | 7,300 | $205K | 0.1% | 2025-Q1 stale |
| First Horizon Advisors, Inc. trimmed | 4,800 | $125K | 0.0% | 2025-Q2 stale |
| OSAIC HOLDINGS, INC. added | 3,589 | $90K | 0.0% | 2025-Q3 stale |
| ROYAL BANK OF CANADA added | 2,013 | $50K | 0.0% | 2025-Q3 stale |
| RAYMOND JAMES FINANCIAL INC new | 1,700 | $44K | 0.0% | 2025-Q2 stale |
| BOKF, NA | 1,180 | $33K | 0.0% | 2025-Q1 stale |
| Farther Finance Advisors, LLC trimmed | 600 | $17K | 0.0% | 2025-Q1 stale |
| UBS Group AG trimmed | 414 | $10K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.