CREDIT SUISSE ASSET MGMT (CIK)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
49
Reporting holders
$15.8M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $2.9M | 1,163,091 | 0.19% | new | NEW |
| LPL Financial LLC | $2.6M | 1,035,331 | 0.00% | 31q | -17.0%-$527.1K |
| Shaker Financial Services, LLC | $2.2M | 867,755 | 0.67% | 7q | +204.3%+$1.4M |
| WOLVERINE ASSET MANAGEMENT LLC | $1.7M | 670,127 | 0.01% | 2q | +74.5%+$709.3K |
| Invesco Ltd. | $1.7M | 669,679 | 0.00% | 11q | +46.0%+$523.6K |
| Fiera Capital Corp | $1.0M | 410,648 | 0.00% | 31q | +2.9%+$28.4K |
| BANK OF AMERICA CORP /DE/ | $535.0K | 215,710 | 0.00% | 31q | -9.0%-$52.9K |
| CITADEL ADVISORS LLC | $262.5K | 105,836 | 0.00% | 3q | +194.1%+$173.2K |
| OSAIC HOLDINGS, INC. | $204.2K | 82,322 | 0.00% | 26q | +1.6%+$3.2K |
| Dynamic Advisor Solutions LLC | $182.2K | 73,477 | 0.01% | 31q | +9.0%+$15.1K |
| NOMURA HOLDINGS INC | $173.6K | 70,000 | 0.00% | 2q | +40.0%+$49.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $158.2K | 63,770 | 0.00% | 3q | +45.0%+$49.1K |
| Almitas Capital LLC | $155.2K | 62,565 | 0.04% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $148.3K | 59,793 | 0.00% | 24q | HELD |
| MORGAN STANLEY | $146.0K | 58,883 | 0.00% | 35q | +35.6%+$38.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $140.4K | 56,629 | 0.00% | 20q | -12.0%-$19.2K |
| JANE STREET GROUP, LLC | $138.5K | 55,866 | 0.00% | 5q | +163.7%+$86.0K |
| Clearstead Advisors, LLC | $132.4K | 53,382 | 0.00% | new | NEW |
| BOOTHBAY FUND MANAGEMENT, LLC | $127.7K | 51,480 | 0.00% | 2q | +51.6%+$43.4K |
| Gladstone Institutional Advisory LLC | $114.4K | 46,127 | 0.00% | new | NEW |
| MELFA WEALTH MANAGEMENT, INC. | $106.5K | 42,950 | 0.06% | 9q | HELD |
| WELLS FARGO & COMPANY/MN | $104.1K | 41,960 | 0.00% | 31q | -84.7%-$578.2K |
| XTX Topco Ltd | $98.0K | 39,504 | 0.00% | 2q | +50.2%+$32.7K |
| Capital Investment Advisors, LLC | $79.9K | 32,198 | 0.00% | 31q | -22.6%-$23.3K |
| MML INVESTORS SERVICES, LLC | $79.8K | 32,171 | 0.00% | 31q | +1.8%+$1.4K |
| Sigma Planning Corp | $78.3K | 31,587 | 0.00% | 31q | HELD |
| TWO SIGMA SECURITIES, LLC | $77.7K | 31,332 | 0.01% | new | NEW |
| STIFEL FINANCIAL CORP | $76.6K | 30,871 | 0.00% | 23q | HELD |
| ROYAL BANK OF CANADA | $70.0K | 28,193 | 0.00% | 31q | -2.2%-$1.6K |
| Compound Planning, Inc. | $53.0K | 21,369 | 0.00% | 3q | +17.1%+$7.7K |
| PINNACLE ASSOCIATES LTD | $43.3K | 17,440 | 0.00% | 13q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $42.3K | 17,057 | 0.00% | 11q | -33.4%-$21.2K |
| One Capital Management, LLC | $40.7K | 15,915 | 0.00% | 3q | HELD |
| AMERIPRISE FINANCIAL INC | $34.5K | 13,892 | 0.00% | 31q | -70.9%-$84.0K |
| Kestra Advisory Services, LLC | $32.5K | 13,116 | 0.00% | 21q | +0.9% |
| CoreCap Advisors, LLC | $31.7K | 12,800 | 0.00% | 8q | HELD |
| Fortis Group Advisors, LLC | $30.5K | 12,287 | 0.00% | 8q | HELD |
| American Financial Advisors, LLC | $28.3K | 11,425 | 0.00% | 16q | HELD |
| Private Advisor Group, LLC | $27.9K | 11,255 | 0.00% | new | NEW |
| Unified Investment Management | $25.7K | 10,345 | 0.02% | 5q | HELD |
| Concurrent Investment Advisors, LLC | $25.1K | 10,128 | 0.00% | 3q | HELD |
| UBS Group AG | $17.5K | 7,045 | 0.00% | 31q | +41.7%+$5.1K |
| Hilton Head Capital Partners, LLC | $14.8K | 5,952 | 0.01% | 3q | HELD |
| LANARK FINANCIAL, INC. | $10.2K | 4,117 | 0.00% | 12q | HELD |
| Larson Financial Group LLC | $5.0K | 2,000 | 0.00% | 4q | HELD |
| Integrated Wealth Concepts LLC | $3.3K | 1,317 | 0.00% | new | NEW |
| US BANCORP \DE\ | $2.5K | 1,000 | 0.00% | 31q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $2.0K | 800 | 0.00% | 4q | HELD |
| Geneos Wealth Management Inc. | $1.2K | 481 | 0.00% | 42q | HELD |
| Stonebridge Financial Group, LLC/CA | $162 | 65,500 | 0.02% | new | FIRST |
| WEDBUSH SECURITIES INC | $143 | 57,698 | 0.00% | 31q | HELD |
| Janney Montgomery Scott LLC | $137 | 55,120 | 0.00% | 31q | HELD |
| Virtu Financial LLC | $52 | 20,923 | 0.00% | 2q | +12.7% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-14 | 13G/A | First Trust Portfolios L.P.with 2 co-filers | 18.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 49 | $15.8M | 6,372,978 | 7 | 17 | 8 | 0.0% |
| Q1 2026 | 49 | $11.0M | 4,288,248 | 8 | 13 | 14 | 0.0% |
| Q4 2025 | 45 | $10.8M | 3,800,525 | 6 | 11 | 9 | 0.0% |
| Q3 2025 | 45 | $11.1M | 3,794,393 | 8 | 11 | 13 | 0.0% |
| Q2 2025 | 42 | $13.0M | 4,394,103 | 6 | 10 | 11 | 0.0% |
| Q1 2025 | 42 | $13.5M | 4,669,453 | 5 | 11 | 12 | 0.0% |
| Q4 2024 | 40 | $12.5M | 4,309,551 | 6 | 11 | 9 | 0.0% |
| Q3 2024 | 36 | $12.9M | 4,176,597 | 5 | 9 | 8 | 0.0% |
| Q2 2024 | 33 | $12.5M | 4,210,815 | 4 | 9 | 7 | 0.0% |
| Q1 2024 | 35 | $11.0M | 3,735,030 | 3 | 9 | 8 | 0.0% |
| Q4 2023 | 41 | $11.8M | 3,791,651 | 9 | 10 | 6 | 0.0% |
| Q3 2023 | 36 | $8.0M | 3,075,684 | 5 | 9 | 9 | 0.0% |
| Q2 2023 | 37 | $10.6M | 3,603,876 | 6 | 10 | 11 | 0.0% |
| Q1 2023 | 40 | $11.4M | 4,419,538 | 3 | 14 | 13 | 0.0% |
| Q4 2022 | 39 | $10.5M | 4,162,679 | 10 | 10 | 8 | 0.0% |
| Q3 2022 | 39 | $11.6M | 4,388,718 | 3 | 15 | 7 | 0.0% |
| Q2 2022 | 51 | $13.6M | 4,969,168 | 8 | 18 | 10 | 0.0% |
| Q1 2022 | 45 | $14.3M | 4,674,372 | 4 | 16 | 14 | 0.0% |
| Q4 2021 | 49 | $15.9M | 4,645,681 | 8 | 20 | 2 | 0.0% |
| Q3 2021 | 45 | $17.2M | 4,947,595 | 6 | 15 | 11 | 0.0% |
| Q2 2021 | 46 | $18.0M | 5,122,020 | 5 | 17 | 8 | 0.0% |
| Q1 2021 | 52 | $24.2M | 7,176,647 | 7 | 17 | 14 | 0.0% |
| Q4 2020 | 51 | $22.0M | 6,975,776 | 7 | 16 | 13 | 0.0% |
| Q3 2020 | 51 | $20.1M | 6,830,828 | 8 | 10 | 19 | 0.0% |
| Q2 2020 | 53 | $17.5M | 6,475,185 | 5 | 18 | 15 | 0.0% |
| Q1 2020 | 50 | $15.2M | 6,358,148 | 8 | 15 | 11 | 0.0% |
| Q4 2019 | 50 | $15.8M | 4,896,671 | 3 | 15 | 14 | 0.0% |
| Q3 2019 | 52 | $18.6M | 5,898,613 | 5 | 17 | 11 | 0.0% |
| Q2 2019 | 54 | $19.2M | 6,174,124 | 3 | 21 | 8 | 0.0% |
| Q1 2019 | 55 | $17.8M | 5,748,909 | 11 | 16 | 13 | 0.0% |
| Q4 2018 | 48 | $16.7M | 6,019,142 | 0 | 1 | 1 | 0.0% |