Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / ETRACS MARKETVEC
-
Total 13F shares
-
69,795
-
Share change
-
+3,172
-
Total reported value
-
$1,179,752
-
Price per share
-
$17.12
-
Number of holders
-
9
-
Value change
-
+$55,362
-
Number of buys
-
4
-
Number of sells
-
2
Institutional Holders of UBS AG - ETRACS MARKETVEC (BDCZ) as of Q3 2025
As of 30 Sep 2025,
UBS AG - ETRACS MARKETVEC (BDCZ) was held by
9 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
69,795 shares.
The largest 9 holders included
IMC-Chicago, LLC, CreativeOne Wealth, LLC, UBS Group AG, Advisory Services Network, LLC, BANK OF AMERICA CORP /DE/, OSAIC HOLDINGS, INC., MORGAN STANLEY, Geneos Wealth Management Inc., and WELLS FARGO & COMPANY/MN.
This page lists
9
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.