DOSSIER · 13F Holders · Q2 2026
BDCZ

UBS AG LONDON BRANCH

9 institutions still hold UBS AG LONDON BRANCH as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 90274D416·9 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$492K
visible holders
Holders
9
filers reporting
Concentration
75.74%
CreativeOne Wealth, LLC #1
top holder share
AI Holders Summary · Q2 2026

9 institutions reported BDCZ in Q2 2026. CreativeOne Wealth, LLC leads at 75.7% 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
$372K26K0.01%Q2 2026
02
Lindbrook Capital, LLC
CIK 0001767045
$77K4K0.01%Q1 2025
03
Geneos Wealth Management Inc.
CIK 0001764754
$13K9100.00%Q2 2026
04
OSAIC HOLDINGS, INC.
CIK 0001677044
$11K8000.00%Q2 2026
05
MORGAN STANLEY
CIK 0000895421
$8K5370.00%Q2 2026
06
UBS Group AG
CIK 0001610520
$7K4780.00%Q2 2026
07
JPMORGAN CHASE & CO
CIK 0000019617
$3K2000.00%Q2 2026
08
WELLS FARGO & COMPANY/MN
CIK 0000072971
$710.00%Q2 2026
09
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025