Who owns BDCZ?
UBS ETRACS Wells Fargo Business Development Company Index ETN · UBS
7 institutions reported holding BDCZ, worth $414K, in Form 13F filings for June 30, 2026.
Top 7 institutional holders of BDCZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| CreativeOne Wealth, LLC | Overland Park, KS | $372K | 25,933 | +863 shares |
| Geneos Wealth Management Inc. | Englewood, CO | $13K | 910 | +25 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $11K | 800 | −100 shares |
| Morgan Stanley | New York, NY | $8K | 537 | No change |
| UBS Group AG | Zurich, Switzerland | $7K | 478 | +418 shares |
| JPMorgan Chase & Co | New York, NY | $3K | 200 | New position |
| Wells Fargo & Company | San Francisco, CA | $7 | 1 | +1 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns BDCZ?
7 institutional managers reported holding BDCZ in Form 13F filings for June 30, 2026, worth $414K in total. The largest reported position was held by CreativeOne Wealth, LLC, at $372K.
Did institutions buy or sell BDCZ last quarter?
Reported 13F value fell 58.4% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BDCZ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.