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Etracs Marketvector Business (BDCZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geneos Wealth Management Inc.
INCREASED
Shares943 from 910
Change+33 (+4%)
Value$14.0K (+$961)
Filed 2026-11-09
CreativeOne Wealth, LLC
N/A
Shares— from 25,933
Change-25,933 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 537
Change-537 (-100%)
Value—
UBS Group AG
N/A
Shares— from 478
Change-478 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 200
Change-200 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geneos Wealth Management Inc.
INCREASED943910+33+4%$13.1K$14.0K+$9612026-11-09
CreativeOne Wealth, LLC
N/A—25,933-25,933-100%$372.3K———
Osaic Holdings, Inc.
N/A—800-800-100%$11.5K———
Morgan Stanley
N/A—537-537-100%$7.7K———
UBS Group AG
N/A—478-478-100%$6.9K———
JPMorgan Chase & Co
N/A—200-200-100%$3.0K———
Wells Fargo & Company
N/A—1-1-100%$7———
Showing 7 of 7 institutions