CREDIT SUISSE AG (GLDI) — Institutional Holders, Q2 2026
33 institutional investment managers reported a GLDI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $20.4M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
GLDI in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- MADDEN SECURITIESAdded · +6,320 sh+$888.3K
- Dynamic Advisor SolutionsAdded · +3,567 sh+$501.3K
- HRT FINANCIALNew · +2,688 sh+$377.8K
- LPL FinancialAdded · +2,085 sh+$293.0K
- OLD MISSION CAPITALAdded · +1,979 sh+$278.1K
Biggest sellers
- Oasis AdvisorsTrimmed · -131,285 sh-$18.5M
- JANE STREET GROUPTrimmed · -9,635 sh-$1.4M
- CITADEL ADVISORSSold out · -8,987 sh-$1.3M
- Jaffetilchin Investment PartnersSold out · -5,971 sh-$839.2K
- Orion Porfolio SolutionsSold out · -4,931 sh-$693.0K
GLDI 13F holders ranked 1–33 of 33
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | MADDEN SECURITIES#1 · 18,885 sh | 18,885 | $2.7M | — | +50.3% |
| 2 | ROYAL BANK OF CANADA#2 · 17,695 sh | 17,695 | $2.5M | <0.01% | -0.6% |
| 3 | LPL Financial#3 · 16,818 sh | 16,818 | $2.4M | <0.01% | +14.2% |
| 4 | OSAIC#4 · 12,544 sh | 12,544 | $1.8M | <0.01% | -12.9% |
| 5 | WINNOW WEALTH#5 · 9,395 sh | 9,395 | $1.3M | — | +16.5% |
| 6 | CreativeOne Wealth#6 · 9,281 sh | 9,281 | $1.3M | 0.03% | -14.6% |
| 7 | Split Rock Private Trading & Wealth Management#7 · 7,064 sh | 7,064 | $992.9K | — | +23.3% |
| 8 | Private Advisor Group#8 · 7,060 sh | 7,060 | $992.3K | <0.01% | +4.0% |
| 9 | Dynamic Advisor Solutions#9 · 6,685 sh | 6,685 | $939.6K | — | +114.4% |
| 10 | OLD MISSION CAPITAL#10 · 5,452 sh | 5,452 | $766.3K | 0.01% | +57.0% |
| 11 | DOVER ADVISORS#11 · 3,208 sh | 3,208 | $557.4K | 0.23% | -8.0% |
| 12 | Oakmont Advisory Group#12 · 3,960 sh | 3,960 | $556.6K | 0.47% | -20.7% |
| 13 | Kestra Advisory Services#13 · 3,507 sh | 3,507 | $492.9K | <0.01% | 0.0% |
| 14 | Tactive Advisors#14 · 3,219 sh | 3,219 | $452.4K | — | +13.9% |
| 15 | Mutual Advisors#15 · 3,127 sh | 3,127 | $439.5K | <0.01% | +58.5% |
| 16 | JANE STREET GROUP#16 · 2,884 sh | 2,884 | $405.3K | 0.00% | -77.0% |
| 17 | HRT FINANCIAL#17 · 2,688 sh | 2,688 | $377.0K | <0.01% | New |
| 18 | Oasis Advisors#18 · 2,491 sh | 2,491 | $350.1K | — | -98.1% |
| 19 | DECISION INVESTMENTS#19 · 2,051 sh | 2,051 | $288.3K | — | +55.3% |
| 20 | Cetera Investment Advisers#20 · 1,826 sh | 1,826 | $256.6K | <0.01% | -0.1% |
| 21 | HB Wealth Management#21 · 1,760 sh | 1,760 | $247.4K | — | New |
| 22 | UBS Group AG#22 · 855 sh | 855 | $120.2K | 0.00% | +9400.0% |
| 23 | Steward Partners Investment Advisory#23 · 552 sh | 552 | $77.6K | <0.01% | +22.7% |
| 24 | TrueNorth#24 · 275 sh | 275 | $38.7K | <0.01% | New |
| 25 | EverSource Wealth Advisors#25 · 213 sh | 213 | $29.9K | <0.01% | New |
| 26 | Global Retirement Partners#26 · 145 sh | 145 | $20.4K | <0.01% | — |
| 27 | CoreCap Advisors#27 · 115 sh | 115 | $16.2K | — | -15.4% |
| 28 | Capital Analysts#28 · 114 sh | 114 | $16.0K | <0.01% | 0.0% |
| 29 | Aventura Private Wealth#29 · 109 sh | 109 | $15.3K | <0.01% | 0.0% |
| 30 | Federation des caisses Desjardins du Quebec#30 · 73 sh | 73 | $10.3K | 0.00% | 0.0% |
| 31 | JPMORGAN CHASE#31 · 1 sh | 1 | $143.00 | 0.00% | 0.0% |
| 32 | FMR#32 · 1 sh | 1 | $141.00 | 0.00% | New |
| 33 | WELLS FARGO & COMPANY#33 · 1 sh | 1 | $123.00 | 0.00% | 0.0% |
Funds that sold out of GLDI in Q2 2026 (7)
Held GLDI at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| CITADEL ADVISORS8,987 sh | 8,987 | $1.5M |
| Jaffetilchin Investment Partners5,971 sh | 5,971 | $991.4K |
| Orion Porfolio Solutions4,931 sh | 4,931 | $818.6K |
| INDEPENDENT FINANCIAL GROUP1,798 sh | 1,798 | $298.5K |
| Weaver Consulting Group1,262 sh | 1,262 | $209.5K |
| Advisory Services Network336 sh | 336 | $55.8K |
| HARBOUR INVESTMENTS150 sh | 150 | $24.9K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.