Etracs Marketvector BusinessBDCZETF
13F holders, Q3 2024 (September 30)8holders
1new positions
0sold out
$19.05avg. 13F price*
At the end of Q3 2024, 8 institutions reported holding Etracs Marketvector Business (BDCZ) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Kingswood Wealth Advisors, LLC ($455K), CreativeOne Wealth, LLC ($444K) and Lindbrook Capital, LLC ($76K).
- Company
- Etracs Marketvector Business
- Filed as
- UBS AG LONDON BRANCH (Q3 2024)
- CUSIP
- 90274D416
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $455K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 25,299 shares bought and 1,027 shares sold, net +24,272 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Kingswood Wealth Advisors, LLC | 0.03% | New | 23,873 | $455K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -0.4% | 23,300 | $444K |
| Lindbrook Capital, LLC | 0.01% | No change | 4,000 | $76K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -29.6% | 2,232 | $43K |
| UBS Group AG | 0.00% | Add +314.8% | 1,879 | $36K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,300 | $25K |
| Morgan Stanley | 0.00% | No change | 537 | $10K |
| Geneos Wealth Management Inc. | 0.00% | No change | 240 | $5K |
"% of holder's portfolio" is BDCZ's weight in each manager's 13F, not the share of Etracs Marketvector Business the manager owns.