13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
UCIB

UBS ETRACS BgCstMtCdy(CMCI)TtlRetETNSerB

12 institutions still hold UBS ETRACS BgCstMtCdy(CMCI)TtlRetETNSerB as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 90274D390·12 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.2%
vs prior quarter
13F value held
$19M
73.0% inst. owned
of float
Holders
12
+104 QoQ
filers reporting
Activity
+71 / −88
+925 added · −736 reduced
this quarter
Concentration
35.80%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

12 institutions reported UCIB in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 35.8% of the visible book. +104 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M212K0.00%Q1 202602
Legacy Wealth Asset Management, LLC
CIK 0001846151
$6M173K1.39%Q1 202603
RHS Financial, LLC
CIK 0001766514
$4M115K1.80%Q1 202604
&PARTNERS
CIK 0000107136
$1M45K0.01%Q1 202605
Bruce G. Allen Investments, LLC
CIK 0002005409
$545,18217K0.36%Q1 202606
Corient Private Wealth LLC
CIK 0001948780
$338,55510K0.00%Q1 202607
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$275,2618K0.00%Q1 202608
Dorsey & Whitney Trust CO LLC
CIK 0001384042
$257,4608K0.01%Q1 202609
Smartleaf Asset Management LLC
CIK 0002010393
$66,9752K0.00%Q1 202610
MORGAN STANLEY
CIK 0000895421
$21,7906610.00%Q1 202611
JPMORGAN CHASE & CO
CIK 0000019617
$5,9861800.00%Q1 202612
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025