Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
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Equity / ETRACS ALERIAN M
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Number of holders
-
8
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Total 13F shares, excl. options
-
637K
-
Shares change
-
-163K
-
Total reported value, excl. options
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$11.8M
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Value change
-
-$3.21M
-
Number of buys
-
1
-
Number of sells
-
-6
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Price
-
$19.13
Significant Holders of UBS AG - ETRACS ALERIAN M (AMUB) as of Q2 2025
11 filings reported holding AMUB - UBS AG - ETRACS ALERIAN M as of Q2 2025.
UBS AG - ETRACS ALERIAN M (AMUB) has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 637K shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (506K shares), North Capital, Inc. (87K shares), BANK OF AMERICA CORP /DE/ (20.9K shares), Hamilton Wealth, LLC (11.7K shares), MORGAN STANLEY (5.88K shares), PRIVATE TRUST CO NA (3.17K shares), Royal Bank of Canada (2.01K shares), OSAIC HOLDINGS, INC. (212 shares), WOLVERINE TRADING, LLC (0 shares), and SUSQUEHANNA INTERNATIONAL GROUP, LLP (0 shares).
This table shows the top 8 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.