USOI Institutional Ownership & Shareholders
UBS AG ETR CR OIL SHAR COV (USOI) is currently held by 10 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.75M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cavalier Investments, Llc is currently the largest disclosed institutional shareholder of USOI tracked by InsiderSet, reporting ownership valued at approximately $1.99M in its June 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 $2.10M, representing an estimated gain of +5.26% 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, Old Mission Capital Llc, Jane Street Group, 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
10
Total Reported Value
$3.75M
Largest Holder
Cavalier Investments, Llc
Largest Position
$1.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
17
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cavalier Investments, Llc | 0.73% | 46,000 | $1,992,734 | $2,097,600 | +$104,866 | +5.26% | |
| Old Mission Capital Llc | 0.02% | 19,604 | $849,251 | $893,942 | +$44,691 | +5.26% | |
| Jane Street Group, Llc | 0.00% | 10,145 | $439,484 | $462,612 | +$23,128 | +5.26% | |
| Mariner, Llc | 0.00% | 5,201 | $225,296 | $237,166 | +$11,870 | +5.27% | |
| Osaic Holdings, Inc. | 0.00% | 4,829 | $209,188 | $220,202 | +$11,014 | +5.27% | |
| Pnc Financial Services Group, Inc. | 0.00% | 500 | $21,660 | $22,800 | +$1,140 | +5.26% | |
| Morgan Stanley | 0.00% | 202 | $8,750 | $9,211 | +$461 | +5.27% | |
| Aspect Partners, Llc | 0.00% | 75 | $3,249 | $3,420 | +$171 | +5.26% | |
| National Bank Of Canada | 0.00% | 15 | $649 | $684 | +$35 | +5.39% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $33 | $46 | +$13 | +38.18% |
Frequently asked questions about USOI
Who are the largest institutional holders of USOI?
The largest institutional holders of USOI reported in the latest SEC Form 13F filings include Cavalier Investments, Llc, Old Mission Capital Llc, Jane Street Group, Llc, Mariner, Llc, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported USOI position.
What is USOI institutional ownership?
This page tracks USOI positions reported by institutional investment managers through SEC Form 13F. UBS AG ETR CR OIL SHAR COV (USOI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own USOI?
InsiderSet currently tracks 10 institutional managers reporting USOI 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 USOI shareholders.
How much USOI stock do institutions own?
Institutional investment managers disclosed approximately $3.75M in USOI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was USOI institutional ownership last updated?
The latest USOI 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 USOI 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 USOI position after the reporting date.
Are institutions buying or selling USOI?
Institutional buying and selling can be analyzed by comparing USOI positions across consecutive 13F reporting periods. InsiderSet's USOI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View USOI ownership changes.
How has USOI institutional ownership changed over time?
InsiderSet tracks USOI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.