14 institutions reported holding $8.8M of UBS AG (USOI) in SEC 13F filings for 2026-03-31. Largest institutional holders: Cavalier Investments, LLC ($2.7M), JANE STREET GROUP, LLC ($2.5M), OLD MISSION CAPITAL LLC ($1.8M), Navis Wealth Advisors, LLC ($1.0M), CITADEL ADVISORS LLC ($299,613). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Cavalier Investments, LLC | $2.7M | 46,000 | Added |
| 2 | JANE STREET GROUP, LLC | $2.5M | 44,167 | Trimmed |
| 3 | OLD MISSION CAPITAL LLC | $1.8M | 32,015 | New |
| 4 | Navis Wealth Advisors, LLC | $1.0M | 18,053 | New |
| 5 | CITADEL ADVISORS LLC | $299,613 | 5,198 | New |
| 6 | Mariner, LLC | $259,412 | 4,501 | New |
| 7 | OSAIC HOLDINGS, INC. | $120,756 | 2,095 | Trimmed |
| 8 | Sound Income Strategies, LLC | $83,279 | 1,458 | New |
| 9 | Aspect Partners, LLC | $2,306 | 40 | Added |
| 10 | NATIONAL BANK OF CANADA /FI/ | $862 | 15 | Hold |
| 11 | WELLS FARGO & COMPANY/MN | $81 | 1 | Trimmed |
| 12 | UBS Group AG | $58 | 1 | Trimmed |
| 13 | MORGAN STANLEY | $58 | 1 | Hold |
| 14 | TWO SIGMA SECURITIES, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31