GLDI
Credit Suisse AG
$143.03
+1.83 (+1.29%)
At close · Jul 2
Shares
4,399,680,200
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: 36
Total Value: $50,501,824
Total Shares: 304,184
Institutional Ownership Trend
15 quarters
Holder Concentration
Across 36 13F filers · Δ vs Dec 31, 2025Top Holder
44.0%
+29.7 pts
Top 5
63.5%
+11.7 pts
Top 10
79.5%
+1.0 pts
HHI
2,116
Moderately concentrated+1,351
Quarterly Activity
vs Dec 31, 2025
New
10
Increased
16
Decreased
5
Sold Out
5
Unchanged
5
Holder count:
+5
Institutional value:
+138.4%
Shares held:
+149.5%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Oasis Advisors, LLC | +126,590 | 133,776 | |
| Mega JANE STREET GROUP, LLC | +9,506 | 12,519 | |
| Small MADDEN SECURITIES Corp | +9,400 | 12,565 | |
| Mega CITADEL ADVISORS LLC | +7,599 | 8,987 | |
| Small Jaffetilchin Investment Partners, LLC | +3,220 | 5,971 |
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 |
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Small Oasis Advisors, LLC | $22,210,026 | 43.98% | 133,776 | Shares | Sole | 2026-05-05 | ||||
| Mega ROYAL BANK OF CANADA Bank | $2,956,222 | 5.85% | 17,806 | Shares | Defined | 2026-05-15 | ||||
| Mega LPL Financial LLC | $2,446,031 | 4.84% | 14,733 | Shares | Sole | 2026-05-06 | ||||
| Large OSAIC HOLDINGS, INC. | $2,391,740 | 4.74% | 14,406 | Shares | Defined | 2026-05-15 | ||||
| Small MADDEN SECURITIES Corp Broker-Dealer | $2,086,091 | 4.13% | 12,565 | Shares | Sole | 2026-05-05 | ||||
| Mega JANE STREET GROUP, LLC | $2,078,454 | 4.12% | 12,519 | Shares | Defined | 2026-05-12 | ||||
| Mid CreativeOne Wealth, LLC | $1,804,348 | 3.57% | 10,868 | Shares | Sole | 2026-05-15 | ||||
| Mega CITADEL ADVISORS LLC | $1,492,057 | 2.95% | 8,987 | Shares | Defined | 2026-05-15 | ||||
| Micro Claris Financial LLC | $1,341,307 | 2.66% | 8,079 | Shares | Sole | 2026-05-18 | ||||
| Micro WINNOW WEALTH LLC | $1,338,651 | 2.65% | 8,063 | Shares | Sole | 2026-05-19 | ||||
| Mid Freestone Capital Holdings, LLC | $1,328,192 | 2.63% | 8,000 | Call | Defined | 2026-05-13 | ||||
| Mid Private Advisor Group, LLC | $1,126,804 | 2.23% | 6,787 | Shares | Sole | 2026-04-27 | ||||
| Small Jaffetilchin Investment Partners, LLC | $991,329 | 1.96% | 5,971 | Shares | Sole | 2026-05-13 | ||||
| Micro Split Rock Private Trading & Wealth Management, LLC | $951,151 | 1.88% | 5,729 | Shares | Sole | 2026-04-28 | ||||
| Micro Oakmont Advisory Group, LLC | $828,791 | 1.64% | 4,992 | Shares | Sole | 2026-05-12 | ||||
| Mid Orion Porfolio Solutions, LLC | $818,664 | 1.62% | 4,931 | Shares | Sole | 2026-05-13 | ||||
| Large Kestra Advisory Services, LLC | $582,246 | 1.15% | 3,507 | Shares | Sole | 2026-04-30 | ||||
| Small DOVER ADVISORS, LLC | $578,925 | 1.15% | 3,487 | Shares | Sole | 2026-04-08 | ||||
| Large OLD MISSION CAPITAL LLC | $576,601 | 1.14% | 3,473 | Shares | Defined | 2026-05-15 | ||||
| Mid Dynamic Advisor Solutions LLC | $517,662 | 1.03% | 3,118 | Shares | Sole | 2026-04-08 | ||||
| Small Tactive Advisors, LLC | $469,349 | 0.93% | 2,827 | Shares | Sole | 2026-04-16 | ||||
| Mid Mutual Advisors, LLC | $327,565 | 0.65% | 1,973 | Shares | Sole | 2026-05-04 | ||||
| Large Cetera Investment Advisers | $303,325 | 0.60% | 1,827 | Shares | Sole | 2026-05-13 | ||||
| Mid INDEPENDENT FINANCIAL GROUP, LLC | $298,511 | 0.59% | 1,798 | Shares | Sole | 2026-05-15 | ||||
| Micro DECISION INVESTMENTS, INC | $219,317 | 0.43% | 1,321 | Shares | Sole | 2026-04-22 | ||||
| Micro Weaver Consulting Group | $209,522 | 0.41% | 1,262 | Shares | Sole | 2026-05-15 | ||||
| Large Steward Partners Investment Advisory, LLC | $74,710 | 0.15% | 450 | Shares | Sole | 2026-05-08 | ||||
| Mid Advisory Services Network, LLC | $55,784 | 0.11% | 336 | Shares | Sole | 2026-05-15 | ||||
| Mid HARBOUR INVESTMENTS, INC. | $24,903 | 0.05% | 150 | Shares | Sole | 2026-05-15 | ||||
| Small CoreCap Advisors, LLC | $22,579 | 0.04% | 136 | Shares | Sole | 2026-04-07 | ||||
| Small Capital Analysts, LLC | $18,926 | 0.04% | 114 | Shares | Defined | 2026-05-14 | ||||
| Small Aventura Private Wealth, LLC | $18,096 | 0.04% | 109 | Shares | Sole | 2026-05-06 | ||||
| Large Federation des caisses Desjardins du Quebec | $12,119 | 0.02% | 73 | Shares | Defined | 2026-05-14 | ||||
| Mega UBS Group AG | $1,494 | 0.00% | 9 | Shares | Defined | 2026-05-05 | ||||
| Mega WELLS FARGO & COMPANY/MN | $166 | 0.00% | 1 | Shares | Defined | 2026-05-11 | ||||
| Mega JPMORGAN CHASE & CO | $166 | 0.00% | 1 | Shares | Other | 2026-05-13 | ||||
| No holders match your search. | ||||||||||
Key facts
CIK
1053092
CUSIP
22542D233