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Disclosery

CIK UBS ASSET MGMT INCOME FD INC

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COM (fund), issuer CIK 810766

52 managers (52 13F filers) reported a position in CIK shares at 2026-03-31, 4,258,007 shares in all. 9 filers opened a position and 4 filers sold out during the quarter.

Managers
52
13F filers
52
New
9
Added
13
Reduced
15
Sold out
4
Shares held by filers
4,258,007

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC1,247,862$3.19M<0.01%-158,77813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.458,566$1.17M<0.01%+11,76913F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp399,196$1.02M<0.01%-14,70913F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC384,102$983K0.02%new13F-HRTimelineGroup
Shaker Financial Services, LLC285,186$730K0.25%+132,91613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/237,035$607K<0.01%-82,61713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN137,560$352K<0.01%+83,19913F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.81,022$207K<0.01%+6,87313F-HRTimelineGroup
Dynamic Advisor Solutions LLC67,385$173K0.01%+3,54513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC64,361$165K<0.01%-10,11113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…59,793$153K<0.01%-1,83313F-HRTimelineGroup
WEDBUSH SECURITIES INC57,521$147K<0.01%+5,56713F-HRTimeline
Janney Montgomery Scott LLC55,120$141K<0.01%013F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD50,000$128K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…43,966$113K<0.01%-28,07713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY43,431$111K<0.01%-6,75913F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.42,950$110K0.06%013F-HRTimeline
Capital Investment Advisors, LLC41,598$106K<0.01%-6,20013F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC35,992$92.1K<0.01%+17,45013F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC33,967$87K<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC31,616$80.9K<0.01%-2,42913F-HRTimeline
Sigma Planning Corp31,435$80.5K<0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP30,871$79K<0.01%-33,56613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,829$74K<0.01%+28313F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd26,300$67.3K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC25,610$65.6K<0.01%+2,87413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC23,892$61.2K<0.01%-22,43313F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,187$54.2K<0.01%-12,07913F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC18,570$48K<0.01%new13F-HRTimelineGroup
Integrity Advisory Solutions, LLC18,307$46.9K0.01%new13F-HRTimeline
Compound Planning, Inc.18,244$46.7K<0.01%+3,12313F-HRTimeline
NewEdge Advisors, LLC17,500$44.8K<0.01%-9,70013F-HR/ATimeline
PINNACLE ASSOCIATES LTD17,440$44.6K<0.01%013F-HRTimeline
One Capital Management, LLC15,915$40.7K<0.01%+2,54013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,001$33.3K<0.01%+11313F-HRTimelineGroup
CoreCap Advisors, LLC12,800$32.8K<0.01%-2,56313F-HRTimeline
Fortis Group Advisors, LLC12,287$31.5K0.01%013F-HRTimeline
American Financial Advisors, LLC11,425$29.2K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,597$27.1K<0.01%013F-HRTimelineGroup
Unified Investment Management10,345$26.5K0.03%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,128$25.9K<0.01%013F-HRTimelineGroup
Hilton Head Capital Partners, LLC5,952$15.2K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG4,972$12.7K<0.01%-11513F-HRTimelineGroup
LANARK FINANCIAL, INC.4,117$10.5K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.3,400$8.7K<0.01%013F-HRTimeline
Larson Financial Group LLC2,000$5.12K<0.01%013F-HRTimeline
Activest Wealth Management1,500$3.84K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,000$2.56K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC800$2.05K<0.01%+30013F-HRTimeline
Advisory Services Network, LLC500$1.28K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.481$1.23K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP373$918<0.01%new13F-HRTimelineGroup

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