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Disclosery

CIK UBS ASSET MGMT INCOME FD INC

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COM (fund), issuer CIK 810766

48 managers (48 13F filers) reported a position in CIK shares at 2025-09-30, 3,938,943 shares in all. 8 filers opened a position and 7 filers sold out during the quarter.

Managers
48
13F filers
48
New
8
Added
15
Reduced
12
Sold out
7
Shares held by filers
3,938,943

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC1,486,994$4.36M<0.01%+35,56213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.467,289$1.37M<0.01%-63,84613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/383,676$1.12M<0.01%-60,01613F-HR/ATimelineGroup
Fiera Capital Corpin group Fiera Capital Corp214,457$628K<0.01%+54,17213F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…170,471$499K0.03%-181,76913F-HRTimelineGroup
IMS Capital Management123,819$363K0.17%+1,83613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…75,661$222K<0.01%-14,61013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC70,989$208K<0.01%-32,68813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP70,437$206K<0.01%-12,00013F-HRTimelineGroup
Dynamic Advisor Solutions LLC60,081$176K0.01%+86413F-HRTimeline
Janney Montgomery Scott LLC55,120$162K<0.01%013F-HRTimeline
Shaker Financial Services, LLC52,336$153K0.05%-254,04013F-HRTimeline
WEDBUSH SECURITIES INC51,783$152K<0.01%+19813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC48,168$141K<0.01%+28,10413F-HRTimelineGroup
Capital Investment Advisors, LLC47,798$140K<0.01%+113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN47,248$138K<0.01%+2,90013F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.42,950$126K0.07%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY42,475$124K<0.01%-4,76613F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC37,647$110K<0.01%+37513F-HRTimeline
Creative Planningin group Creative Planning36,186$106K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC33,440$98K<0.01%+55913F-HRTimeline
Sigma Planning Corp31,435$92.1K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,546$84K<0.01%013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.27,882$81.7K<0.01%+57513F-HRTimeline
NewEdge Advisors, LLC27,200$79.7K<0.01%-6,24613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC26,246$76.9K<0.01%+46513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC22,736$66.6K<0.01%-12,52413F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.18,983$55.6K<0.01%new13F-HRTimelineGroup
PINNACLE ASSOCIATES LTD17,440$51.1K<0.01%013F-HRTimeline
&PARTNERS15,700$46K<0.01%013F-HRTimeline
CoreCap Advisors, LLC15,363$45K<0.01%013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management13,166$38.6K<0.01%new13F-HRTimelineGroup
Fortis Group Advisors, LLC12,287$35.4K0.01%+2313F-HRTimeline
American Financial Advisors, LLC11,425$33.5K<0.01%013F-HRTimeline
World Investment Advisors11,044$32.4K<0.01%new13F-HRTimeline
Unified Investment Management10,345$30.3K0.03%013F-HRTimeline
UBS Group AGin group UBS Group AG5,246$15.4K<0.01%-61813F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,728$13.9K<0.01%+10613F-HRTimelineGroup
LANARK FINANCIAL, INC.4,117$12.1K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.3,400$9.96K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,355$9.9K<0.01%+1,93013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,293$9.65K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC2,000$5.86K<0.01%new13F-HRTimeline
Activest Wealth Management1,500$4.39K<0.01%-4,60013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,000$2.93K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC500$1.47K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC500$1.47K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.481$1.41K<0.01%013F-HRTimeline

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