Institutional Ownership
Ubs AG London Branch
CUSIP 90274D390ETRACS UBS BLOOMUCIBQ1 2026
Institutional Holders
11
13F filers
Shares Held
591.1K
Aggregate institutional
Institutional Value
$19.49M
Q1 2026
Net New Holders
+1
2 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased2
Decreased3
Sold out1
Institutional Holders
11 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 211.6K | $6.98M | +43.7K | Added |
| 2 | Legacy Wealth Asset Management, LLC | 172.8K | $5.70M | +206 | Added |
| 3 | Rhs Financial, LLC | 115.4K | $3.80M | −1.6K | Reduced |
| 4 | &Partners | 45.5K | $1.50M | +45.5K | New |
| 5 | Bruce G. Allen Investments, LLC | 16.5K | $545.2K | 0 | Held |
| 6 | Corient Private Wealth LLC | 10.3K | $338.6K | 0 | Held |
| 7 | Jane Street Group, LLC | 8.3K | $275.3K | −9.8K | Reduced |
| 8 | Dorsey & Whitney Trust Co LLC | 7.8K | $257.5K | −76 | Reduced |
| 9 | Smartleaf Asset Management LLC | 2.0K | $67.0K | +2.0K | New |
| 10 | Morgan Stanley | 661 | $21.8K | 0 | Held |
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