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, Q2 2026
Institutional positions in Credit Suisse AG as of Jun 30, 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
- 33
- 0 vs. Q1 2026
- Shares held
- 144.1K
- −138.1K (−48.9%) vs. Q1 2026
- Total value
- $20.4M
- −$26.5M (−56.6%) vs. Q1 2026
- New holders
- 6
- 12 more added
- Sold out
- 6
- 9 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Credit Suisse AG; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Madden Securities Corp | 18,885 | $2.65M | 0.74% | +6,320+50.3% | Added |
| Royal Bank of Canada | 17,695 | $2.49M | 0.00% | −111−0.6% | Reduced |
| LPL Financial LLC | 16,818 | $2.36M | 0.00% | +2,085+14.2% | Added |
| Advisor Group Holdings, Inc. | 12,544 | $1.76M | 0.00% | −1,862−12.9% | Reduced |
| Winnow Wealth LLC | 9,395 | $1.32M | 0.90% | +1,332+16.5% | Added |
| Change Path, LLC | 9,281 | $1.30M | 0.03% | −1,587−14.6% | Reduced |
| Split Rock Private Trading & Wealth Management, LLC | 7,064 | $992.9K | 0.68% | +1,335+23.3% | Added |
| Private Advisor Group, LLC | 7,060 | $992.3K | 0.00% | +273+4.0% | Added |
| Dynamic Advisor Solutions LLC | 6,685 | $939.6K | 0.03% | +3,567+114.4% | Added |
| Old Mission Capital LLC | 5,452 | $766.3K | 0.02% | +1,979+57.0% | Added |
| Dover Advisors, LLC | 3,208 | $557.4K | 0.23% | −279−8.0% | Reduced |
| Oakmont Advisory Group, LLC | 3,960 | $556.6K | 0.47% | −1,032−20.7% | Reduced |
| Kestra Advisory Services, LLC | 3,507 | $492.9K | 0.00% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 3,219 | $452.4K | 0.11% | +392+13.9% | Added |
| Mutual Advisors, LLC | 3,127 | $439.5K | 0.01% | +1,154+58.5% | Added |
| Jane Street Group, LLC | 2,884 | $405.3K | 0.00% | −9,635−77.0% | Reduced |
| HRT Financial LP | 2,688 | $377.0K | 0.00% | +2,688 | New |
| Oasis Advisors, LLC | 2,491 | $350.1K | 0.23% | −131,285−98.1% | Reduced |
| Decision Investments, Inc | 2,051 | $288.3K | 0.26% | +730+55.3% | Added |
| Cetera Investment Advisers | 1,826 | $256.6K | 0.00% | −1−0.1% | Reduced |
| HB Wealth Management, LLC | 1,760 | $247.4K | 0.00% | +1,760 | New |
| UBS Group AG | 855 | $120.2K | 0.00% | +846+9,400.0% | Added |
| Steward Partners Investment Advisory, LLC | 552 | $77.6K | 0.00% | +102+22.7% | Added |
| IMA Wealth, Inc. | 275 | $38.7K | 0.00% | +275 | New |
| EverSource Wealth Advisors, LLC | 213 | $29.9K | 0.00% | +213 | New |
| Global Retirement Partners, LLC | 145 | $20.4K | 0.00% | +145 | New |
| CoreCap Advisors, LLC | 115 | $16.2K | 0.00% | −21−15.4% | Reduced |
| Capital Analysts, LLC | 114 | $16.0K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 109 | $15.3K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 73 | $10.3K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1 | $143 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $141 | 0.00% | +1 | New |
| Wells Fargo & Company | 1 | $123 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −8,987−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −4,931−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −1,798−100.0% | Sold out |
| Weaver Consulting Group | 0 | $0 | 0.00% | −1,262−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −336−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Claris Financial LLC | – | – | – | – | Not filed |
| Jaffetilchin Investment Partners, LLC | – | – | – | – | Not filed |