Institutional Ownership
Ubs AG
CUSIP 22542D225ETRACS SILVER SHSLVOQ1 2026
Institutional Holders
24
13F filers
Shares Held
130.7K
Aggregate institutional
Institutional Value
$11.83M
Q1 2026
Net New Holders
-8
3 new · 11 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased10
Decreased6
Sold out11
Institutional Holders
24 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Jane Street Group, LLC | 16.0K | $1.42M | +8.7K | Added |
| 2 | Belpointe Asset Management LLC | 15.7K | $1.39M | +46 | Added |
| 3 | Claris Financial LLC | 14.1K | $1.25M | +2.4K | Added |
| 4 | Eastern Bank | 13.7K | $1.22M | +2.0K | Added |
| 5 | Osaic Holdings, Inc. | 13.5K | $1.20M | +1.4K | Added |
| 6 | Oneascent Family Office, LLC | 12.2K | $1.08M | +4.5K | Added |
| 7 | Split Rock Private Trading & Wealth Management, LLC | 8.3K | $737.1K | −357 | Reduced |
| 8 | Marmo Financial Group, LLC | 6.5K | $579.0K | −195 | Reduced |
| 9 | Envestnet Asset Management Inc | 5.3K | $474.6K | −1.1K | Reduced |
| 10 | Kestra Advisory Services, LLC | 5.3K | $473.4K | 0 | Held |
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