10 institutions reported holding $995,874 of UBS AG LONDON BRANCH (BDCZ) in SEC 13F filings for 2026-03-31. Largest institutional holders: IMC-Chicago, LLC ($554,001), CreativeOne Wealth, LLC ($377,772), Advisory Services Network, LLC ($28,194), OSAIC HOLDINGS, INC. ($13,563), Geneos Wealth Management Inc. ($13,343). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | IMC-Chicago, LLC | $554,001 | 36,765 | Trimmed |
| 2 | CreativeOne Wealth, LLC | $377,772 | 25,070 | Added |
| 3 | Advisory Services Network, LLC | $28,194 | 1,871 | New |
| 4 | OSAIC HOLDINGS, INC. | $13,563 | 900 | Hold |
| 5 | Geneos Wealth Management Inc. | $13,343 | 885 | Added |
| 6 | MORGAN STANLEY | $8,092 | 537 | Hold |
| 7 | UBS Group AG | $904 | 60 | Trimmed |
| 8 | WELLS FARGO & COMPANY/MN | $5 | 0 | Exited |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 10 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31