BDCZ UBS AG LONDON BRANCH
FollowETRACS MARKETVEC (fund), issuer CIK 1114446
10 managers (10 13F filers) reported a position in BDCZ shares at 2025-03-31, 68,672 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 2
- Added
- 3
- Reduced
- 2
- Sold out
- 0
- Shares held by filers
- 68,672
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, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, 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 | 29,286 | $564K | 0.02% | +2,939 | 13F-HRTimelineGroup |
| IMC-Chicago, LLC | 27,646 | $533K | 0.02% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 5,137 | $99K | <0.01% | new | 13F-HRTimelineGroup |
| Lindbrook Capital, LLC | 4,000 | $77.1K | 0.01% | 0 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 1,037 | $20K | <0.01% | +500 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 900 | $17.3K | <0.01% | -400 | 13F-HRTimelineGroup |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 426 | $8.2K | <0.01% | +426 | 13F-HRTimelineGroup |
| Geneos Wealth Management Inc. | 240 | $4.63K | <0.01% | 0 | 13F-HRTimeline |
| Creekmur Asset Management LLC | 0 | $4 | <0.01% | 0 | 13F-HRTimelineAmount filed as zero, left out of ratios. |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | -2,232 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |