# UBS AG (USOI)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/USOI/

- Reporting holders: 12
- Reported value: $3.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Cavalier Investments, LLC](https://holderbook.com/funds/1655543-cavalier-investments-llc/) | $2.0M | 46,000 | 0.1% | 3 |
| [OLD MISSION CAPITAL LLC](https://holderbook.com/funds/1455915-old-mission-capital-llc/) | $849.3K | 19,604 | 0.0% | 2 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $439.5K | 10,145 | 0.0% | 4 |
| [Mariner, LLC](https://holderbook.com/funds/1373442-mariner-llc/) | $225.3K | 5,201 | 0.0% | 2 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $209.2K | 4,829 | 0.0% | 16 |
| [PNC Financial Services Group, Inc.](https://holderbook.com/funds/713676-pnc-financial-services-group-inc/) | $21.7K | 500 | 0.0% | 1 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $8.8K | 202 | 0.0% | 16 |
| [Aspect Partners, LLC](https://holderbook.com/funds/1985284-aspect-partners-llc/) | $3.2K | 75 | 0.0% | 11 |
| [MERCER GLOBAL ADVISORS INC /ADV](https://holderbook.com/funds/853758-mercer-global-advisors-inc-adv/) | $3.1K | 71 | 0.0% | 1 |
| [TRUST CO OF VERMONT](https://holderbook.com/funds/1134008-trust-co-of-vermont/) | $2.6K | 60 | 0.0% | 1 |
| [NATIONAL BANK OF CANADA /FI/](https://holderbook.com/funds/926171-national-bank-of-canada-fi/) | $649 | 15 | 0.0% | 16 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $33 | 1 | 0.0% | 16 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 12 | $3.8M |
| Q1 2026 | 13 | $8.8M |
| Q4 2025 | 9 | $7.4M |
| Q3 2025 | 8 | $928.3K |
| Q2 2025 | 8 | $844.8K |
| Q1 2025 | 18 | $9.9M |
| Q4 2024 | 21 | $7.2M |
| Q3 2024 | 17 | $1.7M |
| Q2 2024 | 22 | $14.5M |
| Q1 2024 | 19 | $3.1M |
| Q4 2023 | 18 | $11.3M |
| Q3 2023 | 16 | $13.6M |