UBS AG (BDCZ) shareholders
BDCZNYSENational Commercial BanksFiscal year ends December 31Also trades as AMUB, BDCX, CEFD, HDLB, IFED, MLPB, MLPR, MVRL, PFFL, SMHB, UCIB
$14.38−0.11 (-0.79%)
Close on Oct 30, 2026Market cap –P/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
0M
Shares held, 13F filers
Institutional holders
7
2 new, 2 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BDCZ | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| CreativeOne Wealth, LLC | 25,933 | – | $372.31K | +863 | 0.01% |
| Geneos Wealth Management Inc. | 910 | – | $13.08K | +25 | 0.00% |
| Osaic Holdings, Inc. | 800 | – | $11.49K | −100 | 0.00% |
| Morgan Stanley | 537 | – | $7.71K | – | 0.00% |
| UBS Group AG | 478 | – | $6.86K | +418 | 0.00% |
| JPMorgan Chase & Co | 200 | – | $3.02K | New | 0.00% |
| Wells Fargo & Company/Mn | 1 | – | $7 | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 7 | 0M | 2 / 3 | 1 / 2 | 0M | 0M |
| Q1 2026 | 7 | 0M | 1 / 2 | 2 / 2 | 0M | 0M |
| Q4 2025 | 8 | 0M | 1 / 3 | 1 / 1 | 0M | 0M |
| Q3 2025 | 8 | 0M | 1 / 3 | 1 / 1 | 0M | 0M |
| Q2 2025 | 8 | 0M | 1 / 1 | 4 / 0 | 0M | 0M |
| Q1 2025 | 8 | 0M | 3 / 3 | 1 / 1 | 0M | 0M |
| Q4 2024 | 6 | 0M | 0 / 1 | 0 / 2 | 0M | 0M |
| Q3 2024 | 8 | 0M | 1 / 1 | 2 / 1 | 0M | 0M |
| Q2 2024 | 8 | 0M | 2 / 1 | 2 / 3 | 0M | 0M |
| Q1 2024 | 11 | 0M | 0 / 4 | 3 / 2 | 0M | 0M |
| Q4 2023 | 13 | 0M | 3 / 2 | 5 / 1 | 0M | 0M |
| Q3 2023 | 11 | 0M | 0 / 4 | 3 / 3 | 0M | 0M |
Short interest
Shares sold short and not yet bought back, as of Oct 15, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
0M shares short
Days to cover
1.7
At 0M shares a day
Change since last report
-4.6%
From 0M shares
Short volume, 20 days
3.8%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of UBS's stock actually held short. Settlement fails (shares not delivered on time) peaked at 16 shares on Sep 11, 2026 over the last 90 days.