13F Insight
DOSSIER · 13F Holders · Q2 2026
GLDI

UBS AG

36 institutions still hold UBS AG as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 22542D233·36 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$23M
visible holders
Holders
36
filers reporting
Concentration
11.53%
MADDEN SECURITIES Corp #1
top holder share
AI Holders Summary · Q2 2026

36 institutions reported GLDI in Q2 2026. MADDEN SECURITIES Corp leads at 11.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MADDEN SECURITIES Corp
CIK 0001803566
$3M19K0.74%Q2 202602
ROYAL BANK OF CANADA
CIK 0001000275
$2M18K0.00%Q2 202603
LPL Financial LLC
CIK 0001403438
$2M17K0.00%Q2 202604
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M13K0.00%Q1 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M13K0.00%Q2 202606
Claris Financial LLC
CIK 0002060278
$1M8K0.73%Q1 202607
WINNOW WEALTH LLC
CIK 0002079687
$1M9K0.90%Q2 202608
CreativeOne Wealth, LLC
CIK 0001739728
$1M9K0.03%Q2 202609
Split Rock Private Trading & Wealth Management, LLC
CIK 0002095884
$993K7K0.68%Q2 202610
Private Advisor Group, LLC
CIK 0001567755
$992K7K0.00%Q2 202611
Jaffetilchin Investment Partners, LLC
CIK 0001404652
$991K6K0.06%Q1 202612
Dynamic Advisor Solutions LLC
CIK 0001599747
$940K7K0.03%Q2 202613
OLD MISSION CAPITAL LLC
CIK 0001455915
$766K5K0.01%Q2 202614
DOVER ADVISORS, LLC
CIK 0001964541
$557K3K0.23%Q2 202615
Oakmont Advisory Group, LLC
CIK 0002115370
$557K4K0.47%Q2 202616
Kestra Advisory Services, LLC
CIK 0001830819
$493K4K0.00%Q2 202617
Tactive Advisors, LLC
CIK 0002002409
$452K3K0.11%Q2 202618
Oasis Advisors, LLC
CIK 0002124777
$350K2K0.23%Q2 202619
Mutual Advisors, LLC
CIK 0001694080
$328K2K0.01%Q1 202620
DECISION INVESTMENTS, INC
CIK 0002111652
$288K2K0.26%Q2 2026
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