DOSSIER · 13F Holders · Q3 2026
BDCZ

UBS AG LONDON BRANCH

6 institutions still hold UBS AG LONDON BRANCH as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 90274D416·6 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$573K
visible holders
Holders
6
filers reporting
Concentration
94.08%
CreativeOne Wealth, LLC #1
top holder share
AI Holders Summary · Q3 2026

6 institutions reported BDCZ in Q3 2026. CreativeOne Wealth, LLC leads at 94.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CreativeOne Wealth, LLC
CIK 0001739728
$539K36K0.01%Q3 2026
02
Geneos Wealth Management Inc.
CIK 0001764754
$14K9430.00%Q3 2026
03
OSAIC HOLDINGS, INC.
CIK 0001677044
$12K8000.00%Q3 2026
04
MORGAN STANLEY
CIK 0000895421
$8K5370.00%Q3 2026
05
WELLS FARGO & COMPANY/MN
CIK 0000072971
$710.00%Q2 2026
06
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025