Etracs Alerian Infrast SER B (MLPB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Marion Wealth Management

INCREASED

Shares606,959 from 598,326

Change+8,633 (+1%)

Value$17.7M (+$457.1K)

Filed 2026-10-22

MBL Wealth, LLC

DECREASED

Shares59,740 from 59,955

Change-215 (0%)

Value$1.7M (+$14.3K)

Filed 2026-10-22

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares31,066 from 24,600

Change+6,466 (+26%)

Value$923.5K (+$200.2K)

Filed 2026-10-13

IFP Advisors, Inc

INCREASED

Shares15,990 from 15,810

Change+180 (+1%)

Value$466.1K (+$10.7K)

Filed 2026-10-16

Creative Planning

INCREASED

Shares12,014 from 9,390

Change+2,624 (+28%)

Value$350.2K (+$79.7K)

Filed 2026-11-02

Fifth Third Bancorp

UNCHANGED

Shares11,449 from 11,449

Change0 (0%)

Value$333.7K (+$3.9K)

Filed 2026-11-05

Kestra Advisory Services, LLC

NEW

Shares11,130

Change+11,130

Value$324.4K

Filed 2026-11-02

ETF Store, Inc.

UNCHANGED

Shares8,805 from 8,805

Change0 (0%)

Value$256.6K (+$3.0K)

Filed 2026-10-19

First Horizon Corp

DECREASED

Shares2,612 from 4,800

Change-2,188 (-46%)

Value$76.1K (-$62.1K)

Filed 2026-10-26

American National Bank & Trust

UNCHANGED

Shares1,780 from 1,780

Change0 (0%)

Value$51.9K (+$611)

Filed 2026-10-07

Private Trust Co NA

DECREASED

Shares1,551 from 1,800

Change-249 (-14%)

Value$45.2K (-$6.6K)

Filed 2026-10-20

Eastern Bank

NEW

Shares931

Change+931

Value$27.1K

Filed 2026-10-05

CIBC Bancorp USA Inc.

N/A

Shares— from 3,075,807

Change-3,075,807 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 2,252,272

Change-2,252,272 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 137,282

Change-137,282 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 100,012

Change-100,012 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 33,918

Change-33,918 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 22,045

Change-22,045 (-100%)

Value—

Diversified Trust Co

N/A

Shares— from 21,171

Change-21,171 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 21,043

Change-21,043 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 18,482

Change-18,482 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 10,702

Change-10,702 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 10,362

Change-10,362 (-100%)

Value—

Commerce Bank

N/A

Shares— from 9,475

Change-9,475 (-100%)

Value—

Genesis Financial Group, LLC

N/A

Shares— from 8,550

Change-8,550 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 7,300

Change-7,300 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 5,819

Change-5,819 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 2,900

Change-2,900 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 242

Change-242 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 220

Change-220 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Marion Wealth Management	INCREASED	606,959	598,326	+8,633	+1%	$17.2M	$17.7M	+$457.1K	2026-10-22
MBL Wealth, LLC	DECREASED	59,740	59,955	-215	0%	$1.7M	$1.7M	+$14.3K	2026-10-22
Wealth Enhancement Advisory Services, LLC	INCREASED	31,066	24,600	+6,466	+26%	$723.3K	$923.5K	+$200.2K	2026-10-13
IFP Advisors, Inc	INCREASED	15,990	15,810	+180	+1%	$455.4K	$466.1K	+$10.7K	2026-10-16
Creative Planning	INCREASED	12,014	9,390	+2,624	+28%	$270.5K	$350.2K	+$79.7K	2026-11-02
Fifth Third Bancorp	UNCHANGED	11,449	11,449	0	0%	$329.8K	$333.7K	+$3.9K	2026-11-05
Kestra Advisory Services, LLC	NEW	11,130	—	+11,130	—	—	$324.4K	—	2026-11-02
ETF Store, Inc.	UNCHANGED	8,805	8,805	0	0%	$253.6K	$256.6K	+$3.0K	2026-10-19
First Horizon Corp	DECREASED	2,612	4,800	-2,188	-46%	$138.3K	$76.1K	-$62.1K	2026-10-26
American National Bank & Trust	UNCHANGED	1,780	1,780	0	0%	$51.3K	$51.9K	+$611	2026-10-07
Private Trust Co NA	DECREASED	1,551	1,800	-249	-14%	$51.8K	$45.2K	-$6.6K	2026-10-20
Eastern Bank	NEW	931	—	+931	—	—	$27.1K	—	2026-10-05
CIBC Bancorp USA Inc.	N/A	—	3,075,807	-3,075,807	-100%	$88.7M	—	—	—
Wells Fargo & Company	N/A	—	2,252,272	-2,252,272	-100%	$64.9M	—	—	—
PNC Financial Services Group, Inc.	N/A	—	137,282	-137,282	-100%	$4.0M	—	—	—
MAI Capital Management	N/A	—	100,012	-100,012	-100%	$2.9M	—	—	—
Susquehanna International Group, LLP	N/A	—	33,918	-33,918	-100%	$976.9K	—	—	—
Glenmede Trust Co NA	N/A	—	22,045	-22,045	-100%	$635.0K	—	—	—
Diversified Trust Co	N/A	—	21,171	-21,171	-100%	$609.8K	—	—	—
Savvy Advisors, Inc.	N/A	—	21,043	-21,043	-100%	$606.1K	—	—	—
Citadel Advisors LLC	N/A	—	18,482	-18,482	-100%	$532.3K	—	—	—
Callan Family Office, LLC	N/A	—	10,702	-10,702	-100%	$308.3K	—	—	—
LPL Financial LLC	N/A	—	10,362	-10,362	-100%	$298.5K	—	—	—
Commerce Bank	N/A	—	9,475	-9,475	-100%	$272.9K	—	—	—
Genesis Financial Group, LLC	N/A	—	8,550	-8,550	-100%	$246.3K	—	—	—
EP Wealth Advisors, LLC	N/A	—	7,300	-7,300	-100%	$210.3K	—	—	—
Morgan Stanley	N/A	—	5,819	-5,819	-100%	$167.6K	—	—	—
JPMorgan Chase & Co	N/A	—	2,900	-2,900	-100%	$83.3K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	242	-242	-100%	$7.0K	—	—	—
Harbour Investments, Inc.	N/A	—	220	-220	-100%	$6.3K	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$29	—	—	—

Showing 31 of 31 institutions