Institutional Ownership
Ubs AG London Branch
CUSIP 90274D374ETRACS ALERIAN MAMUBQ1 2026
Institutional Holders
7
13F filers
Shares Held
132.9K
Aggregate institutional
Institutional Value
$2.43M
Q1 2026
Net New Holders
+0
0 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased1
Decreased3
Sold out0
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | North Capital, Inc. | 88.1K | $1.91M | +929 | Added |
| 2 | Hamilton Wealth, LLC | 11.7K | $254.1K | 0 | Held |
| 3 | Wells Fargo & Company/Mn | 7.2K | $155.3K | −639 | Reduced |
| 4 | Private Trust Co Na | 3.2K | $68.8K | 0 | Held |
| 5 | Morgan Stanley | 1.5K | $32.7K | −4.4K | Reduced |
| 6 | Osaic Holdings, Inc. | 424 | $9.2K | 0 | Held |
| 7 | Virtu Financial LLC | 20.8K | $451 | −40 | Reduced |