Who Owns UBS Asset Management Income Fund Stock?
NYSE: CIKFinancial ServicesAsset ManagementUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 35.62%
- Held by insiders
- 0.02%
- Institutional holders
- 59
- Institutions 35.6%
- Insiders 0.0%
- Public and other 64.4%
Who owns UBS Asset Management Income Fund stock?
Institutional investors own about 35.6% of UBS Asset Management Income Fund's shares, spread across 59 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.02% of CIK.
The largest institutional holders are Landscape Capital Management LLC (2.12%), LPL Financial LLC (1.89%) and Shaker Financial Services, LLC (1.58%). Together, the top 10 institutions control 9.6% of shares outstanding. In their latest filings, 8 of the top 10 institutions increased their CIK positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of CIK
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Landscape Capital Management LLC | 1.16M | 2.12% | +100.0% |
| LPL Financial LLC | 1.04M | 1.89% | -17.0% |
| Shaker Financial Services, LLC | 867.75K | 1.58% | +204.3% |
| Wolverine Asset Management, LLC | 670.13K | 1.22% | +74.5% |
| Invesco Ltd. | 669.68K | 1.22% | +46.0% |
| Fiera Capital Corporation | 410.65K | 0.75% | +2.9% |
| Bank of America Corporation | 215.71K | 0.39% | -9.0% |
| Citadel Advisors Llc | 105.84K | 0.19% | +194.1% |
| Osaic Holdings Inc. | 82.32K | 0.15% | +1.6% |
| Dynamic Advisor Solutions LLC | 73.48K | 0.13% | +9.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of CIK
| Fund | Shares | % Held |
|---|---|---|
| Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF | 658.58K | 1.20% |
| Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF | 68.31K | 0.12% |
| Rydex Variable Trust-Multi-Hedge Strategies Fund | 837 | 0.00% |
| Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund | 299 | 0.00% |
Frequently asked questions
Who is the largest shareholder of UBS Asset Management Income Fund?
Landscape Capital Management LLC is the largest institutional shareholder of CIK, owning 2.12% of shares outstanding (1.16M shares) as of its latest 13F filing.
What percentage of UBS Asset Management Income Fund is owned by institutions?
Institutions own about 35.6% of CIK shares and 35.6% of the public float.
How much of UBS Asset Management Income Fund do insiders own?
Insiders, such as officers and directors, own about 0.02% of CIK shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.