Who Owns ETRACS ALERIAN INFRAST SER B (MLPB)? -- Institutional Holders (2026-06-30)

31 institutions reported holding $186.6M of ETRACS ALERIAN INFRAST SER B (MLPB) in SEC 13F filings for 2026-06-30. Largest institutional holders: CIBC Bancorp USA Inc. ($88.7M), WELLS FARGO & COMPANY/MN ($64.9M), Marion Wealth Management ($17.2M), 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.	$88.7M	3.1M	Trimmed
2	WELLS FARGO & COMPANY/MN	$64.9M	2.3M	Trimmed
3	Marion Wealth Management	$17.2M	598,326	Trimmed
4	PNC Financial Services Group, Inc.	$4.0M	137,282	Trimmed
5	MAI Capital Management	$2.9M	100,012	Added
6	MBL Wealth, LLC	$1.7M	59,955	Trimmed
7	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$976,944	33,918	Trimmed
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$723,338	24,600	Hold
9	GLENMEDE TRUST CO NA	$634,964	22,045	New
10	Diversified Trust Co	$609,790	21,171	Trimmed
11	Savvy Advisors, Inc.	$606,104	21,043	Trimmed
12	CITADEL ADVISORS LLC	$532,339	18,482	Trimmed
13	IFP Advisors, Inc	$455,377	15,810	Trimmed
14	FIFTH THIRD BANCORP	$329,767	11,449	Trimmed
15	Callan Family Office, LLC	$308,251	10,702	Hold
16	LPL Financial LLC	$298,458	10,362	Trimmed
17	COMMERCE BANK	$272,909	9,475	Hold
18	Creative Planning	$270,461	9,390	Added
19	ETF Store, Inc.	$253,611	8,805	Hold
20	Genesis Financial Group, LLC	$246,267	8,550	Added
21	EP Wealth Advisors, LLC	$210,263	7,300	Hold
22	MORGAN STANLEY	$167,605	5,819	Added
23	FIRST HORIZON CORP	$138,255	4,800	Hold
24	JPMORGAN CHASE & CO	$83,303	2,900	New
25	PRIVATE TRUST CO NA	$51,846	1,800	Hold

Source: SEC Form 13F filings · as of 2026-06-30