What does CUSIP 90274D390 represent in this 13F holders report?

CUSIP 90274D390 is the security identifier for UCIB - UBS AG - ETRACS UBS BLOOM used to aggregate holder disclosures.

How many institutions held UCIB - UBS AG - ETRACS UBS BLOOM in Q2 2025?

10 institutional investors reported UCIB - UBS AG - ETRACS UBS BLOOM for Q2 2025. Use the holders table for investor-level position and value details.

UBS AG - ETRACS UBS BLOOM (UCIB)

CUSIP: 90274D390

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class: Equity / ETRACS UBS BLOOM
Total 13F shares: 465,672
Share change: +24,529
Total reported value: $12,274,694
Price per share: $26.36
Number of holders: 10
Value change: +$646,564
Number of buys: 4
Number of sells: 2

Quarterly Holders Quick Answers

What is CUSIP 90274D390?
CUSIP 90274D390 identifies UCIB - UBS AG - ETRACS UBS BLOOM in SEC institutional holdings data.

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Back to full security ownership history for the broader multi-quarter picture.
Latest 13F filings for newly reported positions across managers.
Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
SEC investors directory for manager drilldown.

Explore More Reporting Periods

Jump to adjacent filing periods for faster comparison and easier crawl discovery.

Newer quarter: Q3 2025
Previous quarter: Q1 2025

Recent filing periods for CUSIP 90274D390:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Top shareholders of UCIB - UBS AG - ETRACS UBS BLOOM (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
CIBC Private Wealth Group LLC	13F	Company	— class O/S missing	3,203,463	$75,169,261	—	31 Mar 2025	13F
WELLS FARGO & COMPANY/MN	13F	Company	— mixed-class rows	2,790,033 mixed-class rows	$73,055,653	—	31 Mar 2025	13F
Marion Wealth Management	13F	Company	— class O/S missing	567,020	$15,737,077	—	31 Mar 2025	13F
PNC FINANCIAL SERVICES GROUP, INC.	13F	Company	— class O/S missing	154,072	$4,276,114	—	31 Mar 2025	13F
Legacy Wealth Asset Management, LLC	13F	Company	— class O/S missing	137,105	$3,640,851	—	31 Mar 2025	13F
ENVESTNET ASSET MANAGEMENT INC	13F	Company	— class O/S missing	132,840	$3,527,593	—	31 Mar 2025	13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13F	Company	— mixed-class rows	145,738 mixed-class rows	$3,179,341	—	31 Mar 2025	13F
MAI Capital Management	13F	Company	— class O/S missing	107,171	$2,974,434	—	31 Mar 2025	13F
RHS Financial, LLC	13F	Company	— class O/S missing	111,845	$2,970,066	—	31 Mar 2025	13F
North Capital, Inc.	13F	Company	— mixed-class rows	87,240 mixed-class rows	$1,788,514	—	31 Mar 2025	13F
MBL Wealth, LLC	13F	Company	— class O/S missing	55,527	$1,541,097	—	31 Mar 2025	13F
IMC-Chicago, LLC	13F	Company	— mixed-class rows	53,472 mixed-class rows	$973,341	—	31 Mar 2025	13F
Savvy Advisors, Inc.	13F	Company	— class O/S missing	30,098	$835,340	—	31 Mar 2025	13F
Selway Asset Management	13F	Company	— class O/S missing	25,840	$717,163	—	31 Mar 2025	13F
Diversified Trust Co	13F	Company	— class O/S missing	20,780	$576,728	—	31 Mar 2025	13F
CreativeOne Wealth, LLC	13F	Company	— class O/S missing	29,286	$564,312	—	31 Mar 2025	13F
FIFTH THIRD BANCORP	13F	Company	— class O/S missing	18,078	$501,737	—	31 Mar 2025	13F
LPL Financial LLC	13F	Company	— class O/S missing	17,934	$497,740	—	31 Mar 2025	13F
MORGAN STANLEY	13F	Company	— mixed-class rows	18,638 mixed-class rows	$455,597	—	31 Mar 2025	13F
Bruce G. Allen Investments, LLC	13F	Company	— class O/S missing	16,538	$439,170	—	31 Mar 2025	13F
Cerity Partners LLC	13F	Company	— class O/S missing	15,808	$438,735	—	31 Mar 2025	13F
Neuberger Berman Group LLC	13F	Company	— class O/S missing	15,200	$421,861	—	31 Mar 2025	13F
JANE STREET GROUP, LLC	13F	Company	— class O/S missing	77,283	$365,549	—	31 Mar 2025	13F
IFP Advisors, Inc	13F	Company	— class O/S missing	12,636	$350,688	—	31 Mar 2025	13F
Callan Family Office, LLC	13F	Company	— class O/S missing	10,702	$297,023	—	31 Mar 2025	13F
CITADEL ADVISORS LLC	13F	Company	— class O/S missing	10,011	$277,845	—	31 Mar 2025	13F
Corient Private Wealth LLC	13F	Company	— class O/S missing	10,270	$272,722	—	31 Mar 2025	13F
FineMark National Bank & Trust	13F	Company	— class O/S missing	9,475	$262,969	—	31 Mar 2025	13F
WOLVERINE TRADING, LLC	13F	Company	— class O/S missing	12,492	$257,138	—	31 Mar 2025	13F
ETF Store, Inc.	13F	Company	— class O/S missing	8,847	$245,540	—	31 Mar 2025	13F
Creative Planning	13F	Company	— class O/S missing	8,747	$242,764	—	31 Mar 2025	13F
Hamilton Wealth, LLC	13F	Company	— class O/S missing	11,713	$239,648	—	31 Mar 2025	13F
Dorsey & Whitney Trust CO LLC	13F	Company	— class O/S missing	7,953	$211,194	—	31 Mar 2025	13F
Divergent Planning, LLC	13F	Company	— class O/S missing	7,300	$205,130	—	31 Mar 2025	13F
First Horizon Advisors, Inc.	13F	Company	— class O/S missing	6,022	$167,135	—	31 Mar 2025	13F
UBS Group AG	13F	Company	— mixed-class rows	6,437 mixed-class rows	$125,373	—	31 Mar 2025	13F
PRIVATE TRUST CO NA	13F	Company	— mixed-class rows	4,970 mixed-class rows	$114,815	—	31 Mar 2025	13F
Disciplined Investments, LLC	13F	Company	— class O/S missing	10,000	$86,193	—	31 Mar 2025	13F
Lindbrook Capital, LLC	13F	Company	— class O/S missing	4,000	$77,076	—	31 Mar 2025	13F
ROYAL BANK OF CANADA	13F	Company	— class O/S missing	1,290	$36,000	—	31 Mar 2025	13F
Na Bokf	13F	Individual	— class O/S missing	1,180	$32,750	—	31 Mar 2025	13F
OSAIC HOLDINGS, INC.	13F	Company	— mixed-class rows	1,112 mixed-class rows	$21,680	—	31 Mar 2025	13F
CWM, LLC	13F	Company	— class O/S missing	600	$17,000	—	31 Mar 2025	13F
Farther Finance Advisors, LLC	13F	Company	— class O/S missing	600	$16,774	—	31 Mar 2025	13F
JPMORGAN CHASE & CO	13F	Company	— class O/S missing	180	$4,780	—	31 Mar 2025	13F
Geneos Wealth Management Inc.	13F	Company	— class O/S missing	240	$4,630	—	31 Mar 2025	13F
Avion Wealth	13F	Company	— class O/S missing	200	$1,000	—	31 Mar 2025	13F

Institutional Holders of UBS AG - ETRACS UBS BLOOM (UCIB) as of Q2 2025

As of 30 Jun 2025, UBS AG - ETRACS UBS BLOOM (UCIB) was held by 10 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 465,672 shares. The largest 10 holders included Legacy Wealth Asset Management, LLC, ENVESTNET ASSET MANAGEMENT INC, RHS Financial, LLC, Bruce G. Allen Investments, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Corient Private Wealth LLC, Dorsey & Whitney Trust CO LLC, MORGAN STANLEY, JPMORGAN CHASE & CO, and UBS Group AG. This page lists 10 institutional shareholders reporting positions in this security for the Q2 2025 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q2 2025 vs Q1 2025 Across Filers

Q1 2025 holders

Q2 2025 holders

Holder diff

Investor	Q1 2025 Shares	Q2 2025 Shares	Share Diff	Share Chg %	Q1 2025 Value $	Q2 2025 Value $	Value Diff $	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend

* 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.