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UCIB Institutional Ownership

ETRACS CMCI Total Return ETN Series B
1W: -7.1% 1M: -5.8% 3M: +7.2% YTD: +27.3% 1Y: +30.8% 3Y: +39.6% 5Y: +77.9%
$35.50
-2.07 (-5.50%)
 
Weekly Expected Move ±4.1%
$33 $34 $36 $37 $38
ETF AMEX · AUM $30.3M

Institutional Ownership — UCIB

13
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
20M
Total Invested
2
New Positions
2
Increased
5
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (14 total)

# Holder Shares Value Change Change % Holding Period Filing
1 ENVESTNET ASSET MANAGEMENT INC 206,905 7M -4,707 -2.2% 26Q SEC ↗
2 Legacy Wealth Asset Management, LLC 166,719 6M -6,129 -3.5% 23Q SEC ↗
3 RHS Financial, LLC 126,850 5M +11,478 +9.9% 26Q SEC ↗
4 &PARTNERS 46,513 2M +1,020 +2.2% 2Q SEC ↗
5 Bruce G. Allen Investments, LLC 15,678 557K -860 -5.2% 11Q SEC ↗
6 AlTi Global, Inc. NEW 11,867 421K — +0.0% 1Q SEC ↗
7 Corient Private Wealth LP 10,270 365K — +0.0% 11Q SEC ↗
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 9,343 332K — +0.0% 1Q SEC ↗
9 Dorsey & Whitney Trust CO LLC 7,744 275K -66 -0.8% 6Q SEC ↗
10 Smartleaf Asset Management LLC 2,014 71K — +0.0% 2Q SEC ↗
11 MORGAN STANLEY 661 23K — +0.0% 22Q SEC ↗
12 JPMORGAN CHASE & CO 180 6K — +0.0% 12Q SEC ↗
13 UBS Group AG 0 0K -30 -100.0% 4Q SEC ↗
14 JANE STREET GROUP, LLC 0 0K -8,350 -100.0% 3Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
AlTi Global, Inc. 11,867 421K
SUSQUEHANNA INTERNATIONAL GROUP, LL 9,343 332K
Sold Out (2)
HolderPrev SharesPrev Value
JANE STREET GROUP, LLC 8,350 296K
UBS Group AG 30 1K
Biggest Increases (2)
HolderAddedChange %Total Shares
RHS Financial, LLC +11,478 +9.9% 126,850
&PARTNERS +1,020 +2.2% 46,513
Biggest Decreases (4)
HolderReducedChange %Total Shares
Legacy Wealth Asset Management, LLC -6,129 -3.5% 166,719
ENVESTNET ASSET MANAGEMENT INC -4,707 -2.2% 206,905
Bruce G. Allen Investments, LLC -860 -5.2% 15,678
Dorsey & Whitney Trust CO LLC -66 -0.8% 7,744

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms