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Ownership — MLPB
Institutional Holdings
Insider Transactions
US Institutional Ownership
0.2%
Institution
Shares
Value
Ownership %
Change
Filing Date
CIBC Bancorp USA Inc.
3.08M
$88.0M
0.08%
-18.4K
2026-06-30
Wells Fargo & Company
2.25M
$64.0M
0.06%
-2.3K
2026-06-30
Marion Wealth Management
598.3K
$17.0M
0.02%
-4.0K
2026-06-30
PNC Financial Services Group, Inc.
137.3K
$3.0M
0.00%
-412
2026-06-30
MAI Capital Management
100.0K
$2.0M
0.00%
+11
2026-06-30
MBL Wealth, LLC
60.0K
$1.0M
0.00%
-78
2026-06-30
Wealth Enhancement Advisory Services, LLC
24.6K
--
0.00%
--
2026-06-30
Glenmede Trust Co NA
22.0K
--
0.00%
--
2026-06-30
Diversified Trust Co
21.2K
--
0.00%
-1.6K
2026-06-30
Savvy Advisors, Inc.
21.0K
--
0.00%
-835
2026-06-30
Citadel Advisors LLC
18.5K
--
0.00%
-101
2026-06-30
IFP Advisors, Inc
15.8K
--
0.00%
-702
2026-06-30
Fifth Third Bancorp
11.4K
--
0.00%
-3.0K
2026-06-30
Callan Family Office, LLC
10.7K
--
0.00%
--
2026-06-30
LPL Financial LLC
10.4K
--
0.00%
-988
2026-06-30
Commerce Bank
9.5K
--
0.00%
--
2026-06-30
Creative Planning
9.4K
--
0.00%
+1.3K
2026-06-30
ETF Store, Inc.
8.8K
--
0.00%
--
2026-06-30
Genesis Financial Group, LLC
8.6K
--
0.00%
+500
2026-06-30
EP Wealth Advisors, LLC
7.3K
--
0.00%
--
2026-06-30
Morgan Stanley
5.8K
--
0.00%
+3.5K
2026-06-30
First Horizon Corp
4.8K
--
0.00%
--
2026-06-30
JPMorgan Chase & Co
2.9K
--
0.00%
--
2026-06-30
Private Trust Co NA
1.8K
--
0.00%
--
2026-06-30
American National Bank & Trust
1.8K
--
0.00%
--
2026-06-30
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