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Equibles

GLDI

Credit Suisse AG

Company with tickers: GLDI, SLVO, USOI

CIK
1053092
CUSIP
22542D233
13F Activity (30d)
12 filings 12 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 30
Total Value: $43,973,265
Total Shares: 264,861

Institutional Ownership Trend

15 quarters

Holder Concentration

Across 30 13F filers · Δ vs Dec 31, 2025
Top Holder
50.5%
Jun 2023 → Mar 2026 · range 15.2% – 50.5%
+35.3 pts
Top 5
70.4%
Jun 2023 → Mar 2026 · range 53.1% – 77.4%
+17.3 pts
Top 10
84.3%
Jun 2023 → Mar 2026 · range 81.7% – 97.9%
+2.6 pts
HHI
2,712
Jun 2023 → Mar 2026 · range 821 – 2,712
Highly concentrated+1,891

Quarterly Activity

vs Dec 31, 2025
New
9
Increased
13
Decreased
5
Sold Out
5
Unchanged
3
Holder count: +4
Institutional value: +152.8%
Shares held: +164.6%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Small Oasis Advisors, LLC +126,590 133,776
Small MADDEN SECURITIES Corp +9,400 12,565
Small Jaffetilchin Investment Partners, LLC +3,220 5,971
Large OSAIC HOLDINGS, INC. +2,031 14,406
Mid CreativeOne Wealth, LLC +1,374 10,868

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mid Orion Porfolio Solutions, LLC −2,460 4,931
Micro WINNOW WEALTH LLC −581 8,063
Mega LPL Financial LLC −518 14,733
Small CoreCap Advisors, LLC −54 136
Small Capital Analysts, LLC −3 114

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid Freestone Capital Holdings, LLC 8,000 $1,328,192
Micro Split Rock Private Trading & Wealth Management, LLC 5,729 $951,151
Large OLD MISSION CAPITAL LLC 3,473 $576,601
Mid Dynamic Advisor Solutions LLC 3,118 $517,662
Mid INDEPENDENT FINANCIAL GROUP, LLC 1,798 $298,511

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega PNC FINANCIAL SERVICES GROUP, INC. 855 $148,555
Small Parkside Financial Bank & Trust 300 $52,124
Mid Global Retirement Partners, LLC 145 $25,193
Mid CX Institutional 80 $13,899
Small Grove Bank & Trust 50 $8,687
Filter: New 9 Increased 13 Reduced 5 Sold out 5 Unchanged 3
Showing 30 of 30
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Small Oasis Advisors, LLC $22,210,026 50.51% 133,776
Mega LPL Financial LLC $2,446,031 5.56% 14,733
Large OSAIC HOLDINGS, INC. $2,391,740 5.44% 14,406
Small MADDEN SECURITIES Corp Broker-Dealer $2,086,091 4.74% 12,565
Mid CreativeOne Wealth, LLC $1,804,348 4.10% 10,868
Micro Claris Financial LLC $1,341,307 3.05% 8,079
Micro WINNOW WEALTH LLC $1,338,651 3.04% 8,063
Mid Freestone Capital Holdings, LLC $1,328,192 3.02% 8,000
Mid Private Advisor Group, LLC $1,126,804 2.56% 6,787
Small Jaffetilchin Investment Partners, LLC $991,329 2.25% 5,971
Micro Split Rock Private Trading & Wealth Management, LLC $951,151 2.16% 5,729
Micro Oakmont Advisory Group, LLC $828,791 1.88% 4,992
Mid Orion Porfolio Solutions, LLC $818,664 1.86% 4,931
Large Kestra Advisory Services, LLC $582,246 1.32% 3,507
Small DOVER ADVISORS, LLC $578,925 1.32% 3,487
Large OLD MISSION CAPITAL LLC $576,601 1.31% 3,473
Mid Dynamic Advisor Solutions LLC $517,662 1.18% 3,118
Small Tactive Advisors, LLC $469,349 1.07% 2,827
Mid Mutual Advisors, LLC $327,565 0.74% 1,973
Large Cetera Investment Advisers $303,325 0.69% 1,827
Mid INDEPENDENT FINANCIAL GROUP, LLC $298,511 0.68% 1,798
Micro DECISION INVESTMENTS, INC $219,317 0.50% 1,321
Micro Weaver Consulting Group $209,522 0.48% 1,262
Large Steward Partners Investment Advisory, LLC $74,710 0.17% 450
Mid Advisory Services Network, LLC $55,784 0.13% 336
Mid HARBOUR INVESTMENTS, INC. $24,903 0.06% 150
Small CoreCap Advisors, LLC $22,579 0.05% 136
Small Capital Analysts, LLC $18,926 0.04% 114
Small Aventura Private Wealth, LLC $18,096 0.04% 109
Large Federation des caisses Desjardins du Quebec $12,119 0.03% 73

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