Institutional Ownership
Ubs AG London Branch
CUSIP 90274D390ETRACS UBS BLOOMUCIBQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
11
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 211.6K | $6.98M |
| 2 | Legacy Wealth Asset Management, LLC | 172.8K | $5.70M |
| 3 | Rhs Financial, LLC | 115.4K | $3.80M |
| 4 | &Partners | 45.5K | $1.50M |
| 5 | Bruce G. Allen Investments, LLC | 16.5K | $545.2K |
| 6 | Corient Private Wealth LLC | 10.3K | $338.6K |
| 7 | Jane Street Group, LLC | 8.3K | $275.3K |
| 8 | Dorsey & Whitney Trust Co LLC | 7.8K | $257.5K |
| 9 | Smartleaf Asset Management LLC | 2.0K | $67.0K |
| 10 | Morgan Stanley | 661 | $21.8K |