GLDI Institutional Ownership & Shareholders
UBS AG ET GL SHR COVR CL ETN (GLDI) is currently held by 31 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $23.35M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Madden Securities Corp is currently the largest disclosed institutional shareholder of GLDI tracked by InsiderSet, reporting ownership valued at approximately $3.12M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.92M, representing an estimated loss of -6.41% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed GLDI value among the investors covered in this analysis. Major shareholders include Madden Securities Corp, Royal Bank Of Canada, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in UBS AG ET GL SHR COVR CL ETN (GLDI).
This page ranks the largest institutional GLDI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
31
Total Reported Value
$23.35M
Largest Holder
Madden Securities Corp
Largest Position
$3.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Madden Securities Corp | 0.83% | 22,210 | $3,120,727 | $2,920,837 | -$199,890 | -6.41% | |
| Royal Bank Of Canada | 0.00% | 17,695 | $2,486,000 | $2,327,069 | -$158,931 | -6.39% | |
| Lpl Financial Llc | 0.00% | 16,818 | $2,363,821 | $2,211,735 | -$152,086 | -6.43% | |
| Osaic Holdings, Inc. | 0.00% | 12,544 | $1,763,053 | $1,649,661 | -$113,392 | -6.43% | |
| Winnow Wealth Llc | 1.02% | 10,941 | $1,537,340 | $1,438,851 | -$98,489 | -6.41% | |
| Claris Financial Llc | 0.73% | 8,079 | $1,341,309 | $1,062,469 | -$278,840 | -20.79% | |
| Creativeone Wealth, Llc | 0.03% | 9,281 | $1,304,413 | $1,220,544 | -$83,869 | -6.43% | |
| Dynamic Advisor Solutions Llc | 0.03% | 7,811 | $1,097,524 | $1,027,225 | -$70,299 | -6.41% | |
| Split Rock Private Trading & Wealth Management, Llc | 0.70% | 7,370 | $1,035,608 | $969,229 | -$66,379 | -6.41% | |
| Private Advisor Group, Llc | 0.00% | 7,060 | $992,276 | $928,461 | -$63,815 | -6.43% | |
| Midwest Professional Planners, Ltd. | 0.18% | 6,516 | $915,563 | $856,919 | -$58,644 | -6.41% | |
| Tactive Advisors, Llc | 0.19% | 5,672 | $796,982 | $745,925 | -$51,057 | -6.41% | |
| Old Mission Capital Llc | 0.02% | 5,452 | $766,277 | $716,993 | -$49,284 | -6.43% | |
| Kestra Advisory Services, Llc | 0.00% | 4,706 | $661,197 | $618,886 | -$42,311 | -6.40% | |
| Dover Advisors, Llc | 0.23% | 3,208 | $557,387 | $421,884 | -$135,503 | -24.31% | |
| Oakmont Advisory Group, Llc | 0.47% | 3,960 | $556,571 | $520,780 | -$35,791 | -6.43% | |
| Mutual Advisors, Llc | 0.01% | 3,127 | $439,487 | $411,232 | -$28,255 | -6.43% | |
| Jane Street Group, Llc | 0.00% | 2,884 | $405,346 | $379,275 | -$26,071 | -6.43% | |
| Hrt Financial Lp | 0.00% | 2,688 | $377,000 | $353,499 | -$23,501 | -6.23% | |
| Decision Investments, Inc | 0.26% | 1,996 | $280,458 | $262,494 | -$17,964 | -6.41% | |
| Cetera Investment Advisers | 0.00% | 1,826 | $256,605 | $240,137 | -$16,468 | -6.42% | |
| Ubs Group Ag | 0.00% | 855 | $120,170 | $112,441 | -$7,729 | -6.43% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 552 | $77,583 | $72,594 | -$4,989 | -6.43% | |
| Ima Advisory Services, Inc. | 0.00% | 275 | $38,651 | $36,165 | -$2,486 | -6.43% | |
| Corecap Advisors, Llc | 0.00% | 121 | $17,002 | $15,913 | -$1,089 | -6.41% | |
| Capital Analysts, Llc | 0.00% | 114 | $16,000 | $14,992 | -$1,008 | -6.30% | |
| Aventura Private Wealth, Llc | 0.00% | 109 | $15,320 | $14,335 | -$985 | -6.43% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 73 | $10,260 | $9,600 | -$660 | -6.43% | |
| Jpmorgan Chase & Co | 0.00% | 1 | $143 | $132 | -$11 | -8.03% | |
| Fmr Llc | 0.00% | 1 | $141 | $132 | -$9 | -6.73% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $123 | $132 | +$9 | +6.92% |
Frequently asked questions about GLDI
Who are the largest institutional holders of GLDI?
The largest institutional holders of GLDI reported in the latest SEC Form 13F filings include Madden Securities Corp, Royal Bank Of Canada, Lpl Financial Llc, Osaic Holdings, Inc., and Winnow Wealth Llc. InsiderSet ranks institutional holders by their latest reported GLDI position.
What is GLDI institutional ownership?
This page tracks GLDI positions reported by institutional investment managers through SEC Form 13F. UBS AG ET GL SHR COVR CL ETN (GLDI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GLDI?
InsiderSet currently tracks 31 institutional managers reporting GLDI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of GLDI shareholders.
How much GLDI stock do institutions own?
Institutional investment managers disclosed approximately $23.35M in GLDI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GLDI institutional ownership last updated?
The latest GLDI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional GLDI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its GLDI position after the reporting date.
Are institutions buying or selling GLDI?
Institutional buying and selling can be analyzed by comparing GLDI positions across consecutive 13F reporting periods. InsiderSet's GLDI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GLDI ownership changes.
How has GLDI institutional ownership changed over time?
InsiderSet tracks GLDI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.