Institutional Ownership
Ubs AG
CUSIP 22539U602ETRACS CRUDE OILUSOIQ1 2026
Institutional Holders
13
13F filers
Shares Held
153.5K
Aggregate institutional
Institutional Value
$8.85M
Q1 2026
Net New Holders
+4
5 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased2
Decreased4
Sold out1
Institutional Holders
13 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cavalier Investments, LLC | 46.0K | $2.65M | +3.7K | Added |
| 2 | Jane Street Group, LLC | 44.2K | $2.55M | −26.9K | Reduced |
| 3 | Old Mission Capital LLC | 32.0K | $1.85M | +32.0K | New |
| 4 | Navis Wealth Advisors, LLC | 18.1K | $1.04M | +18.1K | New |
| 5 | Citadel Advisors LLC | 5.2K | $299.6K | +5.2K | New |
| 6 | Mariner, LLC | 4.5K | $259.4K | +4.5K | New |
| 7 | Osaic Holdings, Inc. | 2.1K | $120.8K | −85 | Reduced |
| 8 | Sound Income Strategies, LLC | 1.5K | $83.3K | +1.5K | New |
| 9 | Aspect Partners, LLC | 40 | $2.3K | +20 | Added |
| 10 | National Bank Of Canada /Fi/ | 15 | $862 | 0 | Held |
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