CUSIP 90274D390ETRACS UBS BLOOMUCIBQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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10 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Legacy Wealth Asset Management, LLC | 172.6K | $4.85M | +4.3K | Added |
| 2 | Envestnet Asset Management Inc | 167.9K | $4.71M | +5.0K | Added |
| 3 | Rhs Financial, LLC | 117.0K | $3.28M | +734 | Added |
| 4 | Jane Street Group, LLC | 18.1K | $509.0K |
| −2.8K |
| Reduced |
| 5 | Bruce G. Allen Investments, LLC | 16.5K | $464.1K | 0 | Held |
| 6 | Corient Private Wealth LLC | 10.3K | $288.2K | 0 | Held |
| 7 | Dorsey & Whitney Trust Co LLC | 7.9K | $221.3K | +177 | Added |
| 8 | Morgan Stanley | 661 | $18.6K | 0 | Held |
| 9 | Jpmorgan Chase & Co | 180 | $5.1K | −108 | Reduced |
| 10 | Ubs Group AG | 30 | $842 | −12 | Reduced |