BDCZ UBS AG LONDON BRANCH
FollowETRACS MARKETVEC (fund), issuer CIK 1114446
7 managers (7 13F filers) reported a position in BDCZ shares at 2026-06-30, 28,859 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 1
- Added
- 4
- Reduced
- 1
- Sold out
- 2
- Shares held by filers
- 28,859
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC | 25,933 | $372K | 0.01% | +863 | 13F-HRTimelineGroup |
| Geneos Wealth Management Inc. | 910 | $13.1K | <0.01% | +25 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 800 | $11.5K | <0.01% | -100 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 537 | $7.71K | <0.01% | 0 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 478 | $6.86K | <0.01% | +418 | 13F-HRTimelineGroup |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 200 | $3.02K | <0.01% | new | 13F-HRTimelineGroup |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 1 | $7 | <0.01% | +1 | 13F-HRTimelineGroup |