ZURICH, V8
UBS AGMVRL— Latest position per institution from SEC 13F filings
15
Institutional holders
10.60M
Total shares held
293.54M
Estimated value
530.19K
Avg. position size
CIBC PRIVATE WEALTH GROUP LLC
CIK 1298088
Shares
3.13M
Value
79.11M
Filed
Dec 31, 2025
CIBC BANCORP USA INC.
CIK 1711924
Shares
3.09M
Value
89.83M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
2.25M
Value
65.45M
Filed
Mar 31, 2026
MARION WEALTH MANAGEMENT
CIK 1911097
Shares
598.33K
Value
17.23M
Filed
Jun 30, 2026
NBW CAPITAL LLC
CIK 1512901
Shares
233.78K
Value
5.64M
Filed
Mar 31, 2024
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
211.61K
Value
6.98M
Filed
Mar 31, 2026
LEGACY WEALTH ASSET MANAGEMENT, LLC
CIK 1846151
Shares
166.72K
Value
5.43M
Filed
Jun 30, 2026
PNC FINANCIAL SERVICES GROUP, INC.
CIK 713676
Shares
137.69K
Value
4M
Filed
Mar 31, 2026
RHS FINANCIAL, LLC
CIK 1766514
Shares
115.37K
Value
3.80M
Filed
Mar 31, 2026
MAI CAPITAL MANAGEMENT
CIK 1040197
Shares
100K
Value
2.90M
Filed
Mar 31, 2026
NORTH CAPITAL, INC.
CIK 2065938
Shares
87.22K
Value
1.89M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
77.10K
Value
3.10M
Filed
Mar 31, 2026
NORTHERN TRUST CORP
CIK 73124
Shares
70.92K
Value
971.02K
Filed
Dec 31, 2022
MBL WEALTH, LLC
CIK 1845785
Shares
59.95K
Value
1.73M
Filed
Jun 30, 2026
QUADRANT CAPITAL GROUP LLC
CIK 1650717
Shares
48.09K
Value
917.24K
Filed
Mar 31, 2023
EUDAIMONIA PARTNERS, LLC
CIK 1809043
Shares
46.60K
Value
910.48K
Filed
Mar 31, 2024
&PARTNERS
CIK 107136
Shares
45.49K
Value
1.50M
Filed
Mar 31, 2026
CREDENTIAL QTRADE SECURITIES INC.
CIK 2077908
Shares
44.39K
Value
890.55K
Filed
Dec 31, 2021
IMPRINT WEALTH LLC
CIK 1972653
Shares
43.31K
Value
43.31K
Filed
Jun 30, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 1446194
Shares
42.02K
Value
1.22M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | CIBC PRIVATE WEALTH GROUP LLC | 1298088 | 3.13M | 79.11M | Dec 31, 2025 |
| 2 | CIBC BANCORP USA INC. | 1711924 | 3.09M | 89.83M | Mar 31, 2026 |
| 3 | WELLS FARGO & COMPANY/MN | 72971 | 2.25M | 65.45M | Mar 31, 2026 |
| 4 | MARION WEALTH MANAGEMENT | 1911097 | 598.33K | 17.23M | Jun 30, 2026 |
| 5 | NBW CAPITAL LLC | 1512901 | 233.78K | 5.64M | Mar 31, 2024 |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 211.61K | 6.98M | Mar 31, 2026 |
| 7 | LEGACY WEALTH ASSET MANAGEMENT, LLC | 1846151 | 166.72K | 5.43M | Jun 30, 2026 |
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 713676 | 137.69K | 4M | Mar 31, 2026 |
| 9 | RHS FINANCIAL, LLC | 1766514 | 115.37K | 3.80M | Mar 31, 2026 |
| 10 | MAI CAPITAL MANAGEMENT | 1040197 | 100K | 2.90M | Mar 31, 2026 |
| 11 | NORTH CAPITAL, INC. | 2065938 | 87.22K | 1.89M | Jun 30, 2026 |
| 12 | UBS GROUP AG | 1610520 | 77.10K | 3.10M | Mar 31, 2026 |
| 13 | NORTHERN TRUST CORP | 73124 | 70.92K | 971.02K | Dec 31, 2022 |
| 14 | MBL WEALTH, LLC | 1845785 | 59.95K | 1.73M | Jun 30, 2026 |
| 15 | QUADRANT CAPITAL GROUP LLC | 1650717 | 48.09K | 917.24K | Mar 31, 2023 |
| 16 | EUDAIMONIA PARTNERS, LLC | 1809043 | 46.60K | 910.48K | Mar 31, 2024 |
| 17 | &PARTNERS | 107136 | 45.49K | 1.50M | Mar 31, 2026 |
| 18 | CREDENTIAL QTRADE SECURITIES INC. | 2077908 | 44.39K | 890.55K | Dec 31, 2021 |
| 19 | IMPRINT WEALTH LLC | 1972653 | 43.31K | 43.31K | Jun 30, 2023 |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | 42.02K | 1.22M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.