13F

Stock

Ubs Ag

Ticker not mapped · held by 35 managers

Reported value

$49.2M

Holders

35

+9 new · −4 exited

Holders’ est. mark

−$903.7K

Price effect on 26 books still in the name

Largest holder

$22.2M

Oasis Advisors, LLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Oasis Advisors, LLC133.8K$22.2M−$55.5KAdded$21M
ROYAL BANK OF CANADA17.8K$2.96M−$134.2KCut−$65K
LPL Financial LLC14.7K$2.45M−$113.8KCut−$203.8K
OSAIC HOLDINGS, INC.14.4K$2.39M−$95.7KAdded$241.5K
MADDEN SECURITIES Corp12.6K$2.09M−$24.4KAdded$1.54M
JANE STREET GROUP, LLC12.5K$2.08M−$23.3KAdded$1.55M
CreativeOne Wealth, LLC10.9K$1.8M−$73.2KAdded$154.9K
Citadel8.99K$1.49M−$10.7KAdded$1.25M
Claris Financial LLC8.08K$1.34M−$52KAdded$172.7K
WINNOW WEALTH LLC8.06K$1.34M−$64.3KCut−$165.4K
Private Advisor Group, LLC6.79K$1.13M−$51.1KCut−$22K
Jaffetilchin Investment Partners, LLC5.97K$991.4K−$21.1KAdded$513.5K
Split Rock Private Trading & Wealth Management, LLC5.73K$951.2KNew
Oakmont Advisory Group, LLC4.99K$828.8K−$35.4KAdded$31K
Orion Porfolio Solutions, LLC4.93K$818.6K−$38.2KCut−$465.6K
Kestra Advisory Services, LLC3.51K$582.2K−$27.1KCut−$27.1K
DOVER ADVISORS, LLC3.49K$578.9K−$24.8KAdded$21.5K
OLD MISSION CAPITAL LLC3.47K$576.6KNew
Dynamic Advisor Solutions LLC3.12K$517.7KNew
Tactive Advisors, LLC2.83K$469.4K−$21.8KCut−$20.6K
Mutual Advisors, LLC1.97K$327.6K−$10.6KAdded$89.9K
Cetera Investment Advisers1.83K$303.3K−$14KCut−$10.7K
INDEPENDENT FINANCIAL GROUP, LLC1.8K$298.5KNew
DECISION INVESTMENTS, INC1.32K$219.3K−$10KCut−$5.86K
Weaver Consulting Group1.26K$209.5KNew
Steward Partners Investment Advisory, LLC450$74.7KNew
Advisory Services Network, LLC336$55.8KNew
HARBOUR INVESTMENTS, INC.150$24.9KNew
CoreCap Advisors, LLC136$22.6K−$1.05KCut−$10.4K
Aventura Private Wealth, LLC109$18.1K−$842Cut−$842
Federation des caisses Desjardins du Quebec73$12.1K−$564Cut−$564
UBS Group AG9$1.49KNew
JPMORGAN CHASE & CO1$164−$13Cut−$13
WELLS FARGO & COMPANY/MN1$119−$83Cut−$83
Capital Analysts, LLC114$19−$0Cut−$1

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.