UBS AG ET GL SHR COVR CL ETN (GLDI) Institutional Shareholders

UBS AG ET GL SHR COVR CL ETN (GLDI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $27.87M in GLDI holdings during the latest filing period.

Royal Bank Of Canada is currently the largest disclosed institutional shareholder of GLDI tracked by InsiderSet, reporting ownership valued at approximately $2.96M in its March 31, 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 $2.52M, representing an estimated loss of -14.87% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed GLDI value among the investors covered in this analysis. Major shareholders include Royal Bank Of Canada, Madden Securities Corp, 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

33

Total Reported Value

$27.87M

Largest Holder

Royal Bank Of Canada

Largest Position

$2.96M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

40

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Royal Bank Of Canada0.00%17,806$2,956,000$2,516,380-$439,620-14.87%
Madden Securities Corp0.74%18,885$2,654,283$2,668,866+$14,583+0.55%
Lpl Financial Llc0.00%14,733$2,446,097$2,082,097-$364,000-14.88%
Osaic Holdings, Inc.0.00%14,406$2,391,739$2,035,885-$355,854-14.88%
Jane Street Group, Llc0.00%12,519$2,078,456$1,769,210-$309,246-14.88%
Creativeone Wealth, Llc0.04%10,868$1,804,420$1,535,887-$268,533-14.88%
Citadel Advisors Llc0.00%8,987$1,492,059$1,270,061-$221,998-14.88%
Claris Financial Llc0.73%8,079$1,341,309$1,141,740-$199,569-14.88%
Winnow Wealth Llc0.90%9,395$1,320,414$1,327,720+$7,306+0.55%
Split Rock Private Trading & Wealth Management, Llc0.68%7,064$992,879$998,299+$5,420+0.55%
Private Advisor Group, Llc0.00%7,060$992,276$997,733+$5,457+0.55%
Jaffetilchin Investment Partners, Llc0.06%5,971$991,411$843,834-$147,577-14.89%
Dynamic Advisor Solutions Llc0.03%6,685$939,575$944,738+$5,163+0.55%
Oakmont Advisory Group, Llc0.84%4,992$828,792$705,479-$123,313-14.88%
Orion Porfolio Solutions, Llc0.01%4,931$818,594$696,859-$121,735-14.87%
Dover Advisors, Llc0.24%3,487$578,926$492,790-$86,136-14.88%
Old Mission Capital Llc0.01%3,473$576,601$490,811-$85,790-14.88%
Kestra Advisory Services, Llc0.00%3,507$492,853$495,616+$2,763+0.56%
Tactive Advisors, Llc0.11%3,219$452,430$454,916+$2,486+0.55%
Oasis Advisors, Llc0.23%2,491$350,112$352,033+$1,921+0.55%
Mutual Advisors, Llc0.01%1,973$327,566$278,828-$48,738-14.88%
Cetera Investment Advisers0.00%1,827$303,302$258,195-$45,107-14.87%
Decision Investments, Inc0.26%2,051$288,268$289,851+$1,583+0.55%
Hb Wealth Management, Llc0.00%1,760$247,368$248,727+$1,359+0.55%
Steward Partners Investment Advisory, Llc0.00%450$74,711$63,595-$11,116-14.88%
Advisory Services Network, Llc0.00%336$55,787$47,484-$8,303-14.88%
Harbour Investments, Inc.0.00%150$24,904$21,198-$3,706-14.88%
Corecap Advisors, Llc0.00%115$16,163$16,252+$89+0.55%
Aventura Private Wealth, Llc0.00%109$15,320$15,404+$84+0.55%
Federation Des Caisses Desjardins Du Quebec0.00%73$12,120$10,317-$1,803-14.88%
Ubs Group Ag0.00%9$1,494$1,272-$222-14.87%
Wells Fargo & Company/Mn0.00%1$119$141+$22+18.76%
Capital Analysts, Llc0.00%114$19$16,111+$16,092+84693.20%

Frequently asked questions about GLDI

  • Who owns the most GLDI stock?

    The largest holders of GLDI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for UBS AG ET GL SHR COVR CL ETN (GLDI).

  • Is GLDI widely held by superinvestors?

    Many widely followed stocks like GLDI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly GLDI is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.