# UBS AG LONDON BRANCH ETRA BL CO MAT 5

UBS AG LONDON BRANCH ETRA BL CO MAT 5 is a security (CUSIP 90274D390) tracked across SEC portfolio filings. 13 institutional managers reported $19.3M on Form 13F as of 2026-06-30.

## Summary

- Issuer: UBS AG LONDON BRANCH
- Class: ETRA BL CO MAT 5
- CUSIP: 90274D390
- 13F holders: 13
- 13F value: $19.3M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $6.7M | 206,905 |
| Legacy Wealth Asset Management, LLC | WOODBURY, MN | $5.4M | 166,719 |
| RHS Financial, LLC | SAN FRANCISCO, CA | $3.8M | 115,372 |
| &PARTNERS | NASHVILLE, TN | $1.5M | 45,493 |
| [Bruce G. Allen Investments, LLC](https://search.stillhousedata.com/firm/287859) | DENVER, CO | $511K | 15,678 |
| AlTi Global, Inc. | NEW YORK, NY | $385K | 11,867 |
| [Corient Private Wealth LLC](https://search.stillhousedata.com/firm/319448) | Miami, FL | $339K | 10,270 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $275K | 8,350 |
| Dorsey & Whitney Trust CO LLC | SIOUX FALLS, SD | $257K | 7,810 |
| [Smartleaf Asset Management LLC](https://search.stillhousedata.com/firm/172273) | BOSTON, MA | $67K | 2,014 |
| MORGAN STANLEY | NEW YORK, NY | $22K | 661 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $6K | 180 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |

## More

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