CREDIT SUISSE AG - GLDI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | History | Added to | 81,457 | 4,623 | 0.0% | 0.0% | 1 | +75,449 | 1255.81% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 26,654 | 3,461 | 0.01% | 0.0% | 2 | -1,248 | -4.47% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 19,464 | 3,070 | 0.0% | 0.0% | 3 | +421 | 2.21% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 17,389 | 3,021 | 0.0% | — | 4 | +17,389 | New | Q4 2025 | Feb 17, 2026 |
| Claris Financial LLC | History | Reduced | 18,444 | 2,338 | 1.24% | 1.45% | 5 | -3,028 | -14.1% | Q4 2025 | Feb 19, 2026 |
| Cavalier Investments, LLC | History | New | 42,254 | 1,999 | 0.1% | — | 6 | +42,254 | New | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 9,494 | 1,649 | 0.04% | 0.03% | 7 | +1,127 | 13.47% | Q4 2025 | Feb 13, 2026 |
| Brookwood Investment Group LLC | History | Added to | 16,067 | 1,604 | 0.19% | 0.11% | 8 | +6,831 | 73.96% | Q4 2025 | Jan 22, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 15,646 | 1,562 | 0.06% | 0.07% | 9 | -3,537 | -18.44% | Q4 2025 | Jan 27, 2026 |
| UBS Group AG | History | Added to | 32,773 | 1,559 | 0.0% | 0.0% | 10 | +28,380 | 646.03% | Q4 2025 | Jan 29, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 8,644 | 1,504 | 1.11% | 1.25% | 11 | -815 | -8.62% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 10,112 | 1,498 | 0.01% | 0.0% | 12 | +6,937 | 218.49% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 7,391 | 1,284 | 0.01% | 0.01% | 13 | -57 | -0.77% | Q4 2025 | Feb 12, 2026 |
| Oasis Advisors, LLC | History | New | 7,186 | 1,248 | 0.66% | — | 14 | +7,186 | New | Q4 2025 | Apr 07, 2026 |
| EASTERN BANK | History | Added to | 11,765 | 1,174 | 0.02% | 0.01% | 15 | +8,655 | 278.3% | Q4 2025 | Jan 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 8,835 | 1,141 | 0.0% | 0.0% | 16 | +1,555 | 21.36% | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 9,110 | 909 | 0.02% | — | 17 | +9,110 | New | Q4 2025 | Feb 17, 2026 |
| DOVER ADVISORS, LLC | History | Reduced | 6,317 | 867 | 0.34% | 0.48% | 18 | -2,059 | -24.58% | Q4 2025 | Feb 10, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | New | 8,652 | 864 | 0.69% | — | 19 | +8,652 | New | Q4 2025 | Jan 23, 2026 |
| OneAscent Family Office, LLC | History | Added to | 7,672 | 766 | 0.52% | 0.52% | 20 | +705 | 10.12% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 11,664 | 681 | 0.09% | — | 21 | +11,664 | New | Q4 2025 | Feb 17, 2026 |
| Marmo Financial Group, LLC | History | New | 6,711 | 670 | 0.32% | — | 22 | +6,711 | New | Q4 2025 | Feb 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 6,452 | 644 | 0.0% | 0.0% | 23 | -22 | -0.34% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 4,625 | 595 | 0.0% | 0.0% | 24 | +294 | 6.79% | Q4 2025 | Feb 17, 2026 |
| MADDEN SECURITIES Corp | History | No change | 3,165 | 549 | 0.17% | 0.16% | 25 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,947 | 496 | 0.0% | 0.0% | 26 | -3,624 | -47.87% | Q4 2025 | Feb 17, 2026 |
| Tactive Advisors, LLC | History | New | 2,820 | 489 | 0.14% | — | 27 | +2,820 | New | Q4 2025 | Jan 09, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 2,751 | 477 | 0.03% | 0.04% | 28 | -988 | -26.42% | Q4 2025 | Jan 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 2,896 | 352 | 0.0% | — | 29 | +2,896 | New | Q4 2025 | Feb 06, 2026 |
| HRT FINANCIAL LP | History | Reduced | 3,230 | 322 | 0.0% | 0.0% | 30 | -4,029 | -55.5% | Q4 2025 | Feb 12, 2026 |
| Kovack Advisors, Inc. | History | New | 2,812 | 280 | 0.01% | — | 31 | +2,812 | New | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 1,368 | 237 | 0.01% | 0.01% | 32 | -400 | -22.62% | Q4 2025 | Feb 02, 2026 |
| Colonial River Investments, LLC | History | New | 2,297 | 229 | 0.08% | — | 33 | +2,297 | New | Q4 2025 | Feb 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 2,297 | 229 | 0.0% | — | 34 | +2,297 | New | Q4 2025 | Feb 19, 2026 |
| DECISION INVESTMENTS, INC | History | New | 1,296 | 225 | 0.25% | — | 35 | +1,296 | New | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,700 | 191 | 0.01% | 0.01% | 36 | +400 | 30.77% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 190 | 33 | 0.0% | 0.0% | 37 | +14 | 7.95% | Q4 2025 | Jan 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 145 | 25 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | Added to | 117 | 20 | 0.0% | 0.0% | 39 | +87 | 290.0% | Q4 2025 | Feb 11, 2026 |
| Grove Bank & Trust | History | New | 150 | 18 | 0.0% | — | 40 | +150 | New | Q4 2025 | Jan 08, 2026 |
| Aventura Private Wealth, LLC | History | No change | 109 | 18 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CX Institutional | History | New | 80 | 14 | 0.0% | — | 42 | +80 | New | Q4 2025 | Feb 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 73 | 12 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | New | 11,394 | 11 | 0.0% | — | 44 | +11,394 | New | Q4 2025 | Feb 06, 2026 |
| City State Bank | History | No change | 120 | 11 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MORGAN STANLEY | History | Reduced | 26 | 2 | 0.0% | 0.0% | 46 | -273 | -91.3% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | New | 20 | 1 | 0.0% | — | 47 | +20 | New | Q4 2025 | Jan 20, 2026 |
| BCS Wealth Management | History | Closed out | 0 | 0 | — | 0.13% | — | -6,377 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CWM, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 26, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Aspect Partners, LLC | History | No change | 20 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |