Etracs Marketvector BusinessBDCZETF
13F holders, Q1 2025 (March 31)8holders +2
2new positions
0sold out
$19.27avg. 13F price*
At the end of Q1 2025, 8 institutions reported holding Etracs Marketvector Business (BDCZ) in their 13F filings, up 2 from Q4 2024. 2 opened new positions and 0 sold out. The largest holders were CreativeOne Wealth, LLC ($564K), IMC-Chicago, LLC ($533K) and UBS Group AG ($99K).
- Company
- Etracs Marketvector Business
- Filed as
- UBS AG LONDON BRANCH (Q1 2025)
- CUSIP
- 90274D416
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $632K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 36,648 shares bought and 400 shares sold, net +36,248 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| CreativeOne Wealth, LLC | 0.02% | Add +11.2% | 29,286 | $564K |
| IMC-Chicago, LLC | 0.02% | New | 27,646 | $533K |
| UBS Group AG | 0.00% | New | 5,137 | $99K |
| Lindbrook Capital, LLC | 0.01% | No change | 4,000 | $77K |
| Morgan Stanley | 0.00% | Add +93.1% | 1,037 | $20K |
| Osaic Holdings, Inc. | 0.00% | Reduce -30.8% | 900 | $17K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 426 | $8K |
| 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.