UBS AG ET GL SHR Covr CL ETN (GLDI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Madden Securities Corp

INCREASED

Shares22,210 from 18,885

Change+3,325 (+18%)

Value$3.1M (+$466.4K)

Filed 2026-10-27

Winnacle Wealth LLC

INCREASED

Shares10,941 from 9,395

Change+1,546 (+16%)

Value$1.5M (+$216.9K)

Filed 2026-10-15

Dynamic Advisor Solutions LLC

INCREASED

Shares7,811 from 6,685

Change+1,126 (+17%)

Value$1.1M (+$157.9K)

Filed 2026-10-13

Split Rock Private Trading & Wealth Management, LLC

INCREASED

Shares7,370 from 7,064

Change+306 (+4%)

Value$1.0M (+$42.7K)

Filed 2026-10-15

Midwest Professional Planners, Ltd.

NEW

Shares6,516

Change+6,516

Value$915.6K

Filed 2026-10-29

Tactive Advisors, LLC

INCREASED

Shares5,672 from 3,219

Change+2,453 (+76%)

Value$797.0K (+$344.6K)

Filed 2026-10-08

Kestra Advisory Services, LLC

INCREASED

Shares4,706 from 3,507

Change+1,199 (+34%)

Value$661.2K (+$168.3K)

Filed 2026-11-02

Decision Investments, Inc

DECREASED

Shares1,996 from 2,051

Change-55 (-3%)

Value$280.5K (-$7.8K)

Filed 2026-10-07

EverSource Wealth Advisors, LLC

UNCHANGED

Shares213 from 213

Change0 (0%)

Value$29.9K (-$8)

Filed 2026-11-04

CoreCap Advisors, LLC

INCREASED

Shares121 from 115

Change+6 (+5%)

Value$17.0K (+$839)

Filed 2026-10-08

Oasis Advisors, LLC

CLOSED

Shares0 from 2,491

Change-2,491 (-100%)

Value$0 (-$350.1K)

Filed 2026-10-16

HB Wealth Management, LLC

CLOSED

Shares0 from 1,760

Change-1,760 (-100%)

Value$0 (-$247.4K)

Filed 2026-10-23

Royal Bank of Canada

N/A

Shares— from 17,695

Change-17,695 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 16,818

Change-16,818 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 12,544

Change-12,544 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 9,281

Change-9,281 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 7,060

Change-7,060 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 5,452

Change-5,452 (-100%)

Value—

Oakmont Advisory Group, LLC

N/A

Shares— from 3,960

Change-3,960 (-100%)

Value—

Dover Advisors, LLC

N/A

Shares— from 3,208

Change-3,208 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 3,127

Change-3,127 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 2,884

Change-2,884 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 2,688

Change-2,688 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 1,826

Change-1,826 (-100%)

Value—

UBS Group AG

N/A

Shares— from 855

Change-855 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 552

Change-552 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 275

Change-275 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 145

Change-145 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 114

Change-114 (-100%)

Value—

Aventura Private Wealth, LLC

N/A

Shares— from 109

Change-109 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 73

Change-73 (-100%)

Value—

FMR LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1

Change-1 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Madden Securities Corp	INCREASED	22,210	18,885	+3,325	+18%	$2.7M	$3.1M	+$466.4K	2026-10-27
Winnacle Wealth LLC	INCREASED	10,941	9,395	+1,546	+16%	$1.3M	$1.5M	+$216.9K	2026-10-15
Dynamic Advisor Solutions LLC	INCREASED	7,811	6,685	+1,126	+17%	$939.6K	$1.1M	+$157.9K	2026-10-13
Split Rock Private Trading & Wealth Management, LLC	INCREASED	7,370	7,064	+306	+4%	$992.9K	$1.0M	+$42.7K	2026-10-15
Midwest Professional Planners, Ltd.	NEW	6,516	—	+6,516	—	—	$915.6K	—	2026-10-29
Tactive Advisors, LLC	INCREASED	5,672	3,219	+2,453	+76%	$452.4K	$797.0K	+$344.6K	2026-10-08
Kestra Advisory Services, LLC	INCREASED	4,706	3,507	+1,199	+34%	$492.9K	$661.2K	+$168.3K	2026-11-02
Decision Investments, Inc	DECREASED	1,996	2,051	-55	-3%	$288.3K	$280.5K	-$7.8K	2026-10-07
EverSource Wealth Advisors, LLC	UNCHANGED	213	213	0	0%	$29.9K	$29.9K	-$8	2026-11-04
CoreCap Advisors, LLC	INCREASED	121	115	+6	+5%	$16.2K	$17.0K	+$839	2026-10-08
Oasis Advisors, LLC	CLOSED	0	2,491	-2,491	-100%	$350.1K	$0	-$350.1K	2026-10-16
HB Wealth Management, LLC	CLOSED	0	1,760	-1,760	-100%	$247.4K	$0	-$247.4K	2026-10-23
Royal Bank of Canada	N/A	—	17,695	-17,695	-100%	$2.5M	—	—	—
LPL Financial LLC	N/A	—	16,818	-16,818	-100%	$2.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	12,544	-12,544	-100%	$1.8M	—	—	—
CreativeOne Wealth, LLC	N/A	—	9,281	-9,281	-100%	$1.3M	—	—	—
Private Advisor Group, LLC	N/A	—	7,060	-7,060	-100%	$992.3K	—	—	—
Old Mission Capital LLC	N/A	—	5,452	-5,452	-100%	$766.3K	—	—	—
Oakmont Advisory Group, LLC	N/A	—	3,960	-3,960	-100%	$556.6K	—	—	—
Dover Advisors, LLC	N/A	—	3,208	-3,208	-100%	$557.4K	—	—	—
Mutual Advisors, LLC	N/A	—	3,127	-3,127	-100%	$439.5K	—	—	—
Jane Street Group, LLC	N/A	—	2,884	-2,884	-100%	$405.3K	—	—	—
HRT Financial LP	N/A	—	2,688	-2,688	-100%	$377.0K	—	—	—
Cetera Investment Advisers	N/A	—	1,826	-1,826	-100%	$256.6K	—	—	—
UBS Group AG	N/A	—	855	-855	-100%	$120.2K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	552	-552	-100%	$77.6K	—	—	—
IMA Advisory Services, Inc.	N/A	—	275	-275	-100%	$38.7K	—	—	—
Global Retirement Partners, LLC	N/A	—	145	-145	-100%	$20.4K	—	—	—
Capital Analysts, LLC	N/A	—	114	-114	-100%	$16.0K	—	—	—
Aventura Private Wealth, LLC	N/A	—	109	-109	-100%	$15.3K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	73	-73	-100%	$10.3K	—	—	—
FMR LLC	N/A	—	1	-1	-100%	$141	—	—	—
Wells Fargo & Company	N/A	—	1	-1	-100%	$123	—	—	—
JPMorgan Chase & Co	N/A	—	1	-1	-100%	$143	—	—	—

Showing 34 of 34 institutions