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Disclosery

CIK UBS ASSET MGMT INCOME FD INC

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COM (fund), issuer CIK 810766

49 managers (49 13F filers) reported a position in CIK shares at 2025-06-30, 4,561,013 shares in all. 5 filers opened a position and 9 filers sold out during the quarter.

Managers
49
13F filers
49
New
5
Added
13
Reduced
11
Sold out
9
Shares held by filers
4,561,013

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC1,451,432$4.3M<0.01%+74,16813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.531,135$1.57M<0.01%+7,46313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/443,692$1.31M<0.01%+58,25013F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…352,240$1.04M0.08%-140,60413F-HRTimelineGroup
Shaker Financial Services, LLC306,376$907K0.33%+97,24313F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp160,285$474K<0.01%013F-HRTimelineGroup
IMS Capital Management121,983$361K0.17%-11,08213F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC110,285$326K<0.01%-9,59013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC103,677$307K<0.01%-117,40713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…90,271$267K<0.01%-6,91713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP82,437$244K<0.01%013F-HRTimelineGroup
Dynamic Advisor Solutions LLC59,217$175K0.01%-3,60913F-HRTimeline
Janney Montgomery Scott LLC55,120$163K<0.01%013F-HRTimeline
WEDBUSH SECURITIES INC51,585$153K0.01%+6,17513F-HRTimeline
Capital Investment Advisors, LLC47,797$141K<0.01%013F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY47,241$140K<0.01%+20,20413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN44,348$131K<0.01%+99913F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.42,950$127K0.08%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC37,272$110K<0.01%+11,96313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC35,260$104K<0.01%-13,21313F-HRTimelineGroup
NewEdge Advisors, LLC33,446$99K<0.01%+1,24613F-HRTimeline
MML INVESTORS SERVICES, LLC32,881$97K<0.01%-8,93513F-HRTimeline
Sigma Planning Corp31,435$93K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,546$84K<0.01%013F-HR/ATimelineGroup
B. Riley Wealth Advisors, Inc.27,307$80.8K<0.01%+59613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC25,781$76.3K<0.01%+3,96813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,064$59.4K<0.01%new13F-HRTimelineGroup
PINNACLE ASSOCIATES LTD17,440$51.6K<0.01%013F-HRTimeline
Xcel Wealth Management, LLC15,755$46.6K0.01%013F-HRTimeline
&PARTNERS15,700$46.5K<0.01%013F-HRTimeline
CoreCap Advisors, LLC15,363$45.5K<0.01%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC14,481$43K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,763$40.7K<0.01%-32,16813F-HRTimelineGroup
Tactive Advisors, LLC12,575$37.2K0.01%13F-HRTimeline
Fortis Group Advisors, LLC12,264$36.5K0.01%+813F-HRTimeline
Atria Wealth Solutions, Inc.11,900$35.2K<0.01%-37,65013F-HRTimeline
American Financial Advisors, LLC11,425$33.8K<0.01%013F-HRTimeline
Unified Investment Management10,345$30.6K0.03%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,470$25.1K<0.01%new13F-HRTimelineGroup
Activest Wealth Management6,100$18.1K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG5,864$17.4K<0.01%+42613F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,622$13.7K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.4,117$12K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.3,400$9.83K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,425$4.22K<0.01%-4,57513F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,000$2.96K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.481$1.42K<0.01%013F-HRTimeline
MAI Capital Management460$1.36K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • SIT INVESTMENT ASSOCIATES INC and 1 other reporting person reported 2,785,976 CIK shares, 5.1% of the class, as of 2026-09-30, in a 13G filed 2026-10-02. 0000769317-26-000047

    Accepted , ingested