Institutional Ownership
Ubs AG London Branch
CUSIP 90274D416ETRACS MARKETVECBDCZQ1 2026
Institutional Holders
7
13F filers
Shares Held
66.1K
Aggregate institutional
Institutional Value
$995.9K
Q1 2026
Net New Holders
-1
1 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased2
Decreased2
Sold out2
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Imc-Chicago, LLC | 36.8K | $554.0K | −3 | Reduced |
| 2 | Creativeone Wealth, LLC | 25.1K | $377.8K | +1.5K | Added |
| 3 | Advisory Services Network, LLC | 1.9K | $28.2K | +1.9K | New |
| 4 | Osaic Holdings, Inc. | 900 | $13.6K | 0 | Held |
| 5 | Geneos Wealth Management Inc. | 885 | $13.3K | +16 | Added |
| 6 | Morgan Stanley | 537 | $8.1K | 0 | Held |
| 7 | Ubs Group AG | 60 | $904 | −95 | Reduced |