Credit Suisse AG
GLDI- Exchange
- Nasdaq
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0001053092
No open-market purchases or sales by Credit Suisse AG insiders were filed in the last 90 days; 33 institutions reported holding it in 13F filings for Q2 2026, worth $20.4M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Credit Suisse AG as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 35
- +5 vs. Q4 2025
- Shares held
- 296.2K
- +174.4K (+143.3%) vs. Q4 2025
- Total value
- $49.2M
- +$28.0M (+132.4%) vs. Q4 2025
- New holders
- 9
- 16 more added
- Sold out
- 4
- 5 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting GLDI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 33 | $20.4M |
| Q1 2026 | 35 | $49.2M |
| Q4 2025 | 31 | $21.2M |
| Q3 2025 | 26 | $17.5M |
| Q2 2025 | 19 | $12.0M |
| Q1 2025 | 19 | $12.1M |
| Q4 2024 | 24 | $10.9M |
| Q3 2024 | 19 | $9.03M |
| Q2 2024 | 17 | $8.92M |
| Q1 2024 | 19 | $11.2M |
| Q4 2023 | 21 | $13.8M |
| Q3 2023 | 20 | $10.7M |
| Q2 2023 | 20 | $13.1M |
| Q1 2023 | 24 | $20.6M |
| Q4 2022 | 24 | $32.7M |
| Q3 2022 | 25 | $24.8M |
| Q2 2022 | 38 | $36.0M |
| Q1 2022 | 31 | $32.1M |
| Q4 2021 | 33 | $26.5M |
| Q3 2021 | 25 | $17.8M |
| Q2 2021 | 25 | $15.9M |
| Q1 2021 | 26 | $13.8M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Credit Suisse AG; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Oasis Advisors, LLC | 133,776 | $22.2M | 4.37% | +126,590+1,761.6% | Added |
| Royal Bank of Canada | 17,806 | $2.96M | 0.00% | +417+2.4% | Added |
| LPL Financial LLC | 14,733 | $2.45M | 0.00% | −518−3.4% | Reduced |
| Advisor Group Holdings, Inc. | 14,406 | $2.39M | 0.00% | +2,031+16.4% | Added |
| Madden Securities Corp | 12,565 | $2.09M | 0.63% | +9,400+297.0% | Added |
| Jane Street Group, LLC | 12,519 | $2.08M | 0.00% | +9,506+315.5% | Added |
| Change Path, LLC | 10,868 | $1.80M | 0.04% | +1,374+14.5% | Added |
| Citadel Advisors LLC | 8,987 | $1.49M | 0.00% | +7,599+547.5% | Added |
| Claris Financial LLC | 8,079 | $1.34M | 0.73% | +1,353+20.1% | Added |
| Winnow Wealth LLC | 8,063 | $1.34M | 1.03% | −581−6.7% | Reduced |
| Private Advisor Group, LLC | 6,787 | $1.13M | 0.01% | +175+2.6% | Added |
| Jaffetilchin Investment Partners, LLC | 5,971 | $991.4K | 0.06% | +3,220+117.0% | Added |
| Split Rock Private Trading & Wealth Management, LLC | 5,729 | $951.2K | 0.74% | +5,729 | New |
| Oakmont Advisory Group, LLC | 4,992 | $828.8K | 0.84% | +400+8.7% | Added |
| Brinker Capital Investments, LLC | 4,931 | $818.6K | 0.01% | −2,460−33.3% | Reduced |
| Kestra Advisory Services, LLC | 3,507 | $582.2K | 0.00% | 00.0% | Unchanged |
| Dover Advisors, LLC | 3,487 | $578.9K | 0.24% | +279+8.7% | Added |
| Old Mission Capital LLC | 3,473 | $576.6K | 0.01% | +3,473 | New |
| Dynamic Advisor Solutions LLC | 3,118 | $517.7K | 0.02% | +3,118 | New |
| Tactive Advisors, LLC | 2,827 | $469.4K | 0.13% | +7+0.2% | Added |
| Mutual Advisors, LLC | 1,973 | $327.6K | 0.01% | +605+44.2% | Added |
| Cetera Investment Advisers | 1,827 | $303.3K | 0.00% | +20+1.1% | Added |
| Independent Financial Group, LLC | 1,798 | $298.5K | 0.01% | +1,798 | New |
| Decision Investments, Inc | 1,321 | $219.3K | 0.25% | +25+1.9% | Added |
| Weaver Consulting Group | 1,262 | $209.5K | 0.05% | +1,262 | New |
| Steward Partners Investment Advisory, LLC | 450 | $74.7K | 0.00% | +450 | New |
| Advisory Services Network, LLC | 336 | $55.8K | 0.00% | +336 | New |
| Harbour Investments, Inc. | 150 | $24.9K | 0.00% | +150 | New |
| CoreCap Advisors, LLC | 136 | $22.6K | 0.00% | −54−28.4% | Reduced |
| Capital Analysts, LLC | 114 | $19.0K | 0.00% | −3−2.6% | Reduced |
| Aventura Private Wealth, LLC | 109 | $18.1K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 73 | $12.1K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 9 | $1.49K | 0.00% | +9 | New |
| JPMorgan Chase & Co | 1 | $164 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1 | $119 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −855−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |