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USOI

USOI — Smart Money Tracker (13F)

UBS AG Etr Cr Oil Shar Cov

+$1.4M

Net Activity

Institutions Holding

13

Popularity Rank

#9208

Avg Weight

0.05%

Total Value

$8.8M

Ownership Trend

13 institutions currently hold USOI, with 7 net buyers and 6 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

6

Net Buying Institutions

7

Key Holders

Key Holders

Top 5 by Value

CI
Cavalier Investments, LLC
$2.7M
JS
Jane Street Group, LLC
$2.5M
OM
Old Mission Capital LLC
$1.8M
NW
Navis Wealth Advisors, LLC
$1.0M
CA
Citadel Advisors LLC
$299.6K

Top 5 by Conviction

NW
Navis Wealth Advisors, LLC
0.53%
CI
Cavalier Investments, LLC
0.07%
OM
Old Mission Capital LLC
0.03%
JS
Jane Street Group, LLC
0.00%
CA
Citadel Advisors LLC
0.00%
View all 13 holding institutions

Across its top 13 institutional holders, USOI's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 16/100, avg. turnover score 36/100).

Quarterly Activity

Recent Activity

+$6.2M

Total Buy Value

$5.4M

Total Sell Value

New buy5
Trim5
Add2
Sold out1

7

Net Buyers

6

Net Sellers

Smart Money Convergence

USOI does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

22539U602

FAQ

Who are the top institutional investors holding UBS AG ETR CR OIL SHAR COV (USOI)?
Major stakeholders currently include Cavalier Investments, LLC ($2.7M), Jane Street Group, LLC ($2.5M), Old Mission Capital LLC ($1.8M). Based on the latest 13F filings, there are a total of 13 tracked investment funds and institutions maintaining positions in USOI.
What is the overall institutional sentiment toward USOI recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $1.4M, driven by 7 managers accumulating shares while 6 reduced their exposure.
Which institutions have been selling or reducing their USOI positions?
In the latest period, 5 funds trimmed their holdings, and 1 managers completely exited their positions. The aggregate reported sell value was $5.4M.
Are there any notable investors adding USOI to their portfolios?
Yes, buying activity remains notable. 5 institutions opened new positions in {ticker}, and 2 existing holders added to their shares. The total reported buy value for the quarter amounted to $6.2M.

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