UBS AG ETR CR OIL SHAR COV (USOI) Top Institutional Shareholders
UBS AG ETR CR OIL SHAR COV (USOI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $8.85M in USOI holdings during the latest filing period.
Cavalier Investments, Llc is currently the largest disclosed institutional shareholder of USOI tracked by InsiderSet, reporting ownership valued at approximately $2.65M 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 $2.24M, representing an estimated loss of -15.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed USOI value among the investors covered in this analysis. Major shareholders include Cavalier Investments, Llc, Jane Street Group, Llc, Old Mission Capital Llc, and several other long-term asset managers with concentrated positions in UBS AG ETR CR OIL SHAR COV (USOI).
This page ranks the largest institutional USOI 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
13
Total Reported Value
$8.85M
Largest Holder
Cavalier Investments, Llc
Largest Position
$2.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
16
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cavalier Investments, Llc | 0.68% | 46,000 | $2,651,440 | $2,242,500 | -$408,940 | -15.42% | |
| Jane Street Group, Llc | 0.00% | 44,167 | $2,545,786 | $2,153,141 | -$392,645 | -15.42% | |
| Old Mission Capital Llc | 0.04% | 32,015 | $1,845,344 | $1,560,731 | -$284,613 | -15.42% | |
| Navis Wealth Advisors, Llc | 0.53% | 18,053 | $1,040,575 | $880,084 | -$160,491 | -15.42% | |
| Citadel Advisors Llc | 0.00% | 5,198 | $299,613 | $253,403 | -$46,211 | -15.42% | |
| Mariner, Llc | 0.00% | 4,501 | $259,412 | $219,424 | -$39,988 | -15.41% | |
| Osaic Holdings, Inc. | 0.00% | 2,095 | $120,756 | $102,131 | -$18,625 | -15.42% | |
| Sound Income Strategies, Llc | 0.00% | 1,458 | $83,279 | $71,078 | -$12,202 | -14.65% | |
| Aspect Partners, Llc | 0.00% | 40 | $2,306 | $1,950 | -$356 | -15.44% | |
| National Bank Of Canada | 0.00% | 15 | $862 | $731 | -$131 | -15.17% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $81 | $49 | -$32 | -39.81% | |
| Morgan Stanley | 0.00% | 1 | $58 | $49 | -$9 | -15.95% | |
| Ubs Group Ag | 0.00% | 1 | $58 | $49 | -$9 | -15.95% |
Frequently asked questions about USOI
Who owns the most USOI stock?
The largest holders of USOI 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 ETR CR OIL SHAR COV (USOI).
Is USOI widely held by superinvestors?
Many widely followed stocks like USOI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly USOI 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.