Public ownership evidence

ETRACS Alerian MLP Infrastructure Index ETN Series B due April 2, 2040 (MLPB) Ownership Disclosures

Read MLPB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

ETRACS Alerian MLP Infrastructure Index ETN Series B due April 2, 2040: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Genesis Financial Group, LLC
Report period
2026-06-30
Available
2026-08-15
Reported shares
8,550
Value (USD)
$246,267
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002097587-26-000004
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read MLPB fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read MLPB fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Genesis Financial Group, LLC2026-06-302026-08-158,550$246,267None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1533,918$976,944None
MAI Capital Management2026-06-302026-08-15100,012$2,880,661None
CITADEL ADVISORS LLC2026-06-302026-08-1518,482$532,339None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$26None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15137,356$3,956,279None
WELLS FARGO & COMPANY/MN2026-06-302026-08-152,110,281$60,782,635None
WELLS FARGO & COMPANY/MN2026-06-302026-08-154,634$133,474None
Creative Planning2026-06-302026-08-149,390$270,461None
CIBC Bancorp USA Inc.2026-06-302026-08-141,180,290$33,994,859None
CIBC Bancorp USA Inc.2026-06-302026-08-141,895,517$54,675,015None
MORGAN STANLEY2026-06-302026-08-145,819$167,605None
HUNTINGTON NATIONAL BANK2026-06-302026-08-141$29None
EP Wealth Advisors, LLC2026-06-302026-08-137,300$210,263None
COMMERCE BANK2026-06-302026-08-139,475$272,909None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13220$6,337None
JPMORGAN CHASE & CO2026-06-302026-08-132,900$83,303None
Callan Family Office, LLC2026-06-302026-08-1210,702$308,251None
GLENMEDE TRUST CO NA2026-06-302026-08-1122,045$634,964None
LPL Financial LLC2026-06-302026-08-0810,362$298,458None
PNC Financial Services Group, Inc.2026-06-302026-08-0855,522$1,599,200None
PNC Financial Services Group, Inc.2026-06-302026-08-0855,522$1,599,200None
PNC Financial Services Group, Inc.2026-06-302026-08-0826,238$755,733None
FIFTH THIRD BANCORP2026-06-302026-08-0611,449$329,767None
Savvy Advisors, Inc.2026-06-302026-08-0421,043$606,104None
ETF Store, Inc.2026-06-302026-07-308,805$253,611None
Institute for Wealth Management, LLC.2026-06-302026-07-29242$6,971None
PRIVATE TRUST CO NA2026-06-302026-07-291,800$51,846None
AMERICAN NATIONAL BANK & TRUST2026-06-302026-07-231,780$51,269None
IFP Advisors, Inc2026-06-302026-07-2115,810$455,377None
FIRST HORIZON CORP2026-06-302026-07-214,800$138,255None
DIVERSIFIED TRUST CO2026-06-302026-07-1821,171$609,790None
Marion Wealth Management2026-06-302026-07-17598,326$17,233,648None
MBL Wealth, LLC2026-06-302026-07-1659,955$1,726,890None
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2026-06-302026-07-1624,600$723,338None

90-day public filing window, up to 50 source positions.

Genesis Financial Group, LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗MAI Capital Management ↗CITADEL ADVISORS LLC ↗WELLS FARGO & COMPANY/MN ↗WELLS FARGO & COMPANY/MN ↗WELLS FARGO & COMPANY/MN ↗WELLS FARGO & COMPANY/MN ↗Creative Planning ↗CIBC Bancorp USA Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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