UCIB Institutional Ownership & Shareholders
ETRACS UBS BBG CONS MA SER B (UCIB) is currently held by 11 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $15.82M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of UCIB tracked by InsiderSet, reporting ownership valued at approximately $6.74M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $7.66M, representing an estimated gain of +13.74% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed UCIB value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Rhs Financial, Llc, &Partners, and several other long-term asset managers with concentrated positions in ETRACS UBS BBG CONS MA SER B (UCIB).
This page ranks the largest institutional UCIB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
11
Total Reported Value
$15.82M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$6.74M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
14
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.00% | 206,905 | $6,737,390 | $7,663,203 | +$925,813 | +13.74% | |
| Rhs Financial, Llc | 1.92% | 150,235 | $5,677,381 | $5,564,299 | -$113,082 | -1.99% | |
| &Partners | 0.01% | 46,513 | $1,522,334 | $1,722,716 | +$200,382 | +13.16% | |
| Bruce G. Allen Investments, Llc | 0.33% | 15,678 | $510,520 | $580,671 | +$70,151 | +13.74% | |
| Alti Global, Inc. | 0.01% | 11,867 | $384,748 | $439,522 | +$54,774 | +14.24% | |
| Corient Private Wealth Llc | 0.00% | 10,270 | $334,420 | $380,373 | +$45,953 | +13.74% | |
| Susquehanna International Group, Llp | 0.00% | 9,343 | $304,234 | $346,039 | +$41,805 | +13.74% | |
| Dorsey & Whitney Trust Co Llc | 0.01% | 7,744 | $252,166 | $286,817 | +$34,651 | +13.74% | |
| Smartleaf Asset Management Llc | 0.00% | 2,014 | $65,028 | $74,593 | +$9,565 | +14.71% | |
| Morgan Stanley | 0.00% | 661 | $21,524 | $24,482 | +$2,958 | +13.74% | |
| Jpmorgan Chase & Co | 0.00% | 180 | $5,812 | $6,667 | +$855 | +14.71% |
Frequently asked questions about UCIB
Who are the largest institutional holders of UCIB?
The largest institutional holders of UCIB reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Rhs Financial, Llc, &Partners, Bruce G. Allen Investments, Llc, and Alti Global, Inc.. InsiderSet ranks institutional holders by their latest reported UCIB position.
What is UCIB institutional ownership?
This page tracks UCIB positions reported by institutional investment managers through SEC Form 13F. ETRACS UBS BBG CONS MA SER B (UCIB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UCIB?
InsiderSet currently tracks 11 institutional managers reporting UCIB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of UCIB shareholders.
How much UCIB stock do institutions own?
Institutional investment managers disclosed approximately $15.82M in UCIB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UCIB institutional ownership last updated?
The latest UCIB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional UCIB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its UCIB position after the reporting date.
Are institutions buying or selling UCIB?
Institutional buying and selling can be analyzed by comparing UCIB positions across consecutive 13F reporting periods. InsiderSet's UCIB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UCIB ownership changes.
How has UCIB institutional ownership changed over time?
InsiderSet tracks UCIB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.