13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
GLDI

UBS AG

39 institutions still hold UBS AG as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 22542D233·39 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.3%
vs prior quarter
13F value held
$47M
64.0% inst. owned
of float
Holders
39
-49 QoQ
filers reporting
Activity
+8 / −93
+980 added · −830 reduced
this quarter
Concentration
46.83%
Oasis Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

39 institutions reported GLDI in Q1 2026. Oasis Advisors, LLC leads at 46.8% of the visible book. -49 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Oasis Advisors, LLC
CIK 0002124777
$22M134K4.37%Q1 202602
ROYAL BANK OF CANADA
CIK 0001000275
$3M18K0.00%Q1 202603
LPL Financial LLC
CIK 0001403438
$2M15K0.00%Q1 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M14K0.00%Q1 202605
MADDEN SECURITIES Corp
CIK 0001803566
$2M13K0.63%Q1 202606
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M13K0.00%Q1 202607
CreativeOne Wealth, LLC
CIK 0001739728
$2M11K0.04%Q1 202608
Claris Financial LLC
CIK 0002060278
$1M8K0.73%Q1 202609
WINNOW WEALTH LLC
CIK 0002079687
$1M8K1.03%Q1 202610
Freestone Capital Holdings, LLC
CIK 0001470876
$1M8K0.04%Q1 202611
Private Advisor Group, LLC
CIK 0001567755
$1M7K0.01%Q1 202612
Jaffetilchin Investment Partners, LLC
CIK 0001404652
$991,4116K0.06%Q1 202613
Split Rock Private Trading & Wealth Management, LLC
CIK 0002095884
$951,1876K0.74%Q1 202614
Oakmont Advisory Group, LLC
CIK 0002115370
$828,7925K0.84%Q1 202615
Orion Porfolio Solutions, LLC
CIK 0001360533
$818,5945K0.01%Q1 202616
Kestra Advisory Services, LLC
CIK 0001830819
$582,1814K0.00%Q1 202617
DOVER ADVISORS, LLC
CIK 0001964541
$578,9263K0.24%Q1 202618
OLD MISSION CAPITAL LLC
CIK 0001455915
$576,6013K0.01%Q1 202619
Dynamic Advisor Solutions LLC
CIK 0001599747
$517,6633K0.02%Q1 202620
Tactive Advisors, LLC
CIK 0002002409
$469,3503K0.13%Q1 2026
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