CREDIT SUISSE HIGH YIELD CRE (DHY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
82
Reporting holders
$42.9M
Reported value
0.0%
Held as options
+13
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 |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | $6.5M | 3,634,930 | 0.00% | 31q | -27.8%-$2.5M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $5.9M | 3,313,798 | 0.28% | new | NEW |
| ABSOLUTE INVESTMENT ADVISERS, LLC | $5.3M | 3,002,193 | 0.52% | new | NEW |
| Invesco Ltd. | $3.3M | 1,842,430 | 0.00% | 31q | +54.5%+$1.2M |
| Quarry LP | $2.4M | 1,323,969 | 0.20% | new | NEW |
| Rareview Capital LLC | $2.2M | 1,045,398 | 1.25% | new | NEW |
| Bulldog Investors, LLP | $1.5M | 863,300 | 0.34% | new | NEW |
| LPL Financial LLC | $1.3M | 732,084 | 0.00% | 31q | -1.6%-$21.5K |
| Matisse Capital | $1.3M | 728,498 | 0.52% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $1.1M | 610,706 | 0.00% | 31q | +4.6%+$47.9K |
| Fiera Capital Corp | $1.1M | 607,682 | 0.00% | 22q | +2.8%+$29.8K |
| Clear Street Group Inc. | $982.7K | 552,053 | 0.00% | new | NEW |
| Yakira Capital Management, Inc. | $980.5K | 550,828 | 0.28% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $711.5K | 399,721 | 0.00% | 31q | +0.8%+$5.5K |
| 1607 Capital Partners, LLC | $647.3K | 363,626 | 0.06% | new | NEW |
| ROBINSON CAPITAL MANAGEMENT, LLC | $524.4K | 294,611 | 0.23% | 2q | -90.6%-$5.1M |
| First Western Trust Bank | $445.0K | 250,000 | 0.02% | 10q | HELD |
| Almitas Capital LLC | $439.7K | 247,026 | 0.11% | new | NEW |
| OSAIC HOLDINGS, INC. | $407.1K | 228,724 | 0.00% | 26q | +632.6%+$351.6K |
| CITADEL ADVISORS LLC | $376.4K | 211,455 | 0.00% | 3q | +484.0%+$311.9K |
| HARBOUR INVESTMENTS, INC. | $369.8K | 207,751 | 0.00% | 21q | +1.2%+$4.5K |
| BANK OF AMERICA CORP /DE/ | $368.8K | 207,201 | 0.00% | 31q | +251.8%+$264.0K |
| Curated Wealth Partners LLC | $266.8K | 21,529 | 0.02% | new | NEW |
| MORGAN STANLEY | $266.4K | 149,647 | 0.00% | 35q | -64.3%-$479.6K |
| Integrated Wealth Concepts LLC | $252.7K | 141,972 | 0.00% | 17q | +533.1%+$212.8K |
| Collaborative Wealth Managment Inc. | $235.2K | 132,162 | 0.10% | 19q | +19.2%+$37.8K |
| ROYAL BANK OF CANADA | $230.0K | 128,960 | 0.00% | 31q | -0.7%-$1.7K |
| TrueMark Investments, LLC | $203.1K | 114,081 | 0.03% | new | NEW |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $187.9K | 105,549 | 0.13% | 31q | -3.3%-$6.5K |
| JPMORGAN CHASE & CO | $184.0K | 105,122 | 0.00% | new | NEW |
| IMC-Chicago, LLC | $178.8K | 100,441 | 0.00% | new | NEW |
| Joseph P. Lucia & Associates, LLC | $171.5K | 96,335 | 0.05% | 30q | HELD |
| Integrated Advisors Network LLC | $168.2K | 94,498 | 0.01% | 8q | -3.0%-$5.1K |
| UBS Group AG | $152.3K | 85,560 | 0.00% | 31q | +263.2%+$110.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $142.0K | 79,753 | 0.00% | 2q | -34.4%-$74.4K |
| Mutual Advisors, LLC | $140.2K | 78,779 | 0.00% | 19q | HELD |
| Creative Planning | $123.2K | 69,208 | 0.00% | 29q | HELD |
| Alpine Global Management, LLC | $98.9K | 55,555 | 0.02% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $97.6K | 54,808 | 0.00% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $95.4K | 53,568 | 0.00% | 14q | +0.6% |
| MML INVESTORS SERVICES, LLC | $91.2K | 51,232 | 0.00% | 17q | +23.4%+$17.3K |
| D.A. DAVIDSON & CO. | $78.1K | 43,863 | 0.00% | 4q | HELD |
| Mariner, LLC | $77.2K | 43,390 | 0.00% | 6q | +29.9%+$17.8K |
| Brookwood Investment Group LLC | $71.4K | 40,093 | 0.01% | 6q | HELD |
| Focus Partners Wealth | $71.2K | 40,000 | 0.00% | 3q | HELD |
| VestGen Advisors, LLC | $68.9K | 38,735 | 0.00% | 2q | HELD |
| BOOTHBAY FUND MANAGEMENT, LLC | $68.6K | 38,522 | 0.00% | 3q | +31.8%+$16.5K |
| IFG Advisory, LLC | $63.0K | 35,400 | 0.00% | 2q | HELD |
| AMERIPRISE FINANCIAL INC | $61.5K | 34,545 | 0.00% | 31q | -49.1%-$59.3K |
| RAYMOND JAMES FINANCIAL INC | $56.8K | 31,934 | 0.00% | 7q | -14.4%-$9.5K |
| CSS LLC/IL | $55.7K | 31,276 | 0.00% | new | NEW |
| NOMURA HOLDINGS INC | $49.6K | 27,850 | 0.00% | new | NEW |
| Kovack Advisors, Inc. | $48.9K | 27,604 | 0.00% | 2q | +68.3%+$19.8K |
| Winter & Associates, Inc. | $46.7K | 26,258 | 0.04% | 3q | HELD |
| JOHNSON INVESTMENT COUNSEL INC | $46.3K | 26,000 | 0.00% | 2q | +116.7%+$24.9K |
| MELFA WEALTH MANAGEMENT, INC. | $45.1K | 25,363 | 0.02% | 15q | HELD |
| OPPENHEIMER & CO INC | $44.5K | 25,000 | 0.00% | 15q | HELD |
| StoneX Group Inc. | $40.7K | 23,079 | 0.00% | new | NEW |
| PFG Investments, LLC | $40.3K | 22,630 | 0.00% | 10q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $39.8K | 22,503 | 0.00% | 6q | HELD |
| Cetera Investment Advisers | $38.5K | 21,641 | 0.00% | 23q | -36.7%-$22.3K |
| NewEdge Advisors, LLC | $35.8K | 20,094 | 0.00% | 19q | +1.0% |
| Prospera Financial Services Inc | $35.6K | 20,006 | 0.00% | 9q | HELD |
| Allworth Financial LP | $35.6K | 20,000 | 0.00% | 5q | HELD |
| WealthTrust Asset Management, LLC | $35.2K | 19,797 | 0.02% | 2q | -8.9%-$3.4K |
| SIT INVESTMENT ASSOCIATES INC | $33.9K | 19,046,313 | 0.64% | 26q | +12474.7%+$33.6K |
| Kestra Advisory Services, LLC | $33.7K | 18,955 | 0.00% | 24q | HELD |
| WOLVERINE ASSET MANAGEMENT LLC | $32.9K | 18,490 | 0.00% | 5q | -95.0%-$630.9K |
| ADAPT WEALTH ADVISORS, LLC | $26.7K | 15,000 | 0.01% | 4q | HELD |
| TWO SIGMA SECURITIES, LLC | $21.3K | 11,985 | 0.00% | 8q | -44.8%-$17.3K |
| Pathstone Holdings, LLC | $20.9K | 11,718 | 0.00% | new | NEW |
| Trilogy Capital Inc. | $20.1K | 11,300 | 0.00% | 10q | HELD |
| Vista Cima Wealth Management LLC | $19.6K | 11,000 | 0.01% | 7q | +10.0%+$1.8K |
| Garner Asset Management Corp | $19.1K | 10,758 | 0.01% | 14q | +0.7% |
| Quaker Wealth Management, LLC | $8.9K | 5,000 | 0.00% | 6q | HELD |
| CoreCap Advisors, LLC | $8.0K | 4,490 | 0.00% | 10q | HELD |
| IFP Advisors, Inc | $4.0K | 2,223 | 0.00% | 13q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $2.5K | 1,400 | 0.00% | 4q | HELD |
| EverSource Wealth Advisors, LLC | $1.7K | 933 | 0.00% | 5q | -50.0%-$1.7K |
| PARK AVENUE SECURITIES LLC | $958 | 538,400 | 0.01% | 31q | +4.9% |
| Axiom Investment Management LLC | $712 | 400 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $349 | 196 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $268 | 150,402 | 0.00% | 27q | -5.3% |
| Farther Finance Advisors, LLC | $187 | 105 | 0.00% | new | NEW |
| Stonebridge Financial Group, LLC/CA | $38 | 21,500 | 0.01% | new | FIRST |
| Medallion Wealth Advisors, LLC | $27 | 15 | 0.00% | 2q | -66.7% |
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 | 15.7% |
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 | 82 | $42.9M | 23,766,294 | 23 | 20 | 16 | 0.0% |
| Q1 2026 | 69 | $28.0M | 14,951,574 | 11 | 15 | 19 | 0.0% |
| Q4 2025 | 67 | $13.9M | 6,970,309 | 7 | 18 | 17 | 0.0% |
| Q3 2025 | 71 | $14.4M | 6,988,889 | 13 | 18 | 13 | 0.0% |
| Q2 2025 | 62 | $15.4M | 7,251,652 | 7 | 19 | 13 | 0.0% |
| Q1 2025 | 60 | $13.9M | 6,542,838 | 6 | 17 | 8 | 0.1% |
| Q4 2024 | 58 | $13.4M | 6,280,053 | 6 | 14 | 15 | 0.0% |
| Q3 2024 | 55 | $15.2M | 6,693,363 | 4 | 16 | 11 | 0.0% |
| Q2 2024 | 59 | $16.0M | 7,935,081 | 6 | 8 | 14 | 0.0% |
| Q1 2024 | 60 | $19.5M | 9,675,227 | 16 | 11 | 15 | 0.0% |
| Q4 2023 | 54 | $18.1M | 9,156,050 | 4 | 11 | 14 | 0.0% |
| Q3 2023 | 59 | $19.1M | 10,168,241 | 9 | 13 | 15 | 0.0% |
| Q2 2023 | 55 | $23.1M | 12,219,586 | 6 | 12 | 13 | 0.0% |
| Q1 2023 | 57 | $23.9M | 12,620,469 | 13 | 8 | 16 | 0.0% |
| Q4 2022 | 52 | $19.8M | 11,218,053 | 7 | 15 | 11 | 0.0% |
| Q3 2022 | 56 | $25.4M | 14,403,543 | 4 | 21 | 15 | 0.0% |
| Q2 2022 | 64 | $28.6M | 15,144,710 | 14 | 18 | 15 | 0.0% |
| Q1 2022 | 60 | $29.1M | 13,335,429 | 13 | 16 | 13 | 0.0% |
| Q4 2021 | 58 | $30.3M | 12,266,526 | 9 | 12 | 18 | 0.0% |
| Q3 2021 | 53 | $30.3M | 12,253,935 | 2 | 13 | 20 | 0.0% |
| Q2 2021 | 57 | $34.0M | 13,547,793 | 5 | 15 | 20 | 0.0% |
| Q1 2021 | 60 | $35.1M | 14,594,135 | 11 | 18 | 19 | 0.0% |
| Q4 2020 | 57 | $29.2M | 12,825,830 | 12 | 18 | 11 | 0.0% |
| Q3 2020 | 55 | $22.0M | 10,406,007 | 8 | 13 | 15 | 0.0% |
| Q2 2020 | 53 | $20.5M | 10,269,453 | 8 | 19 | 12 | 0.0% |
| Q1 2020 | 49 | $18.7M | 10,203,080 | 8 | 19 | 10 | 0.0% |
| Q4 2019 | 50 | $12.9M | 5,142,540 | 9 | 20 | 10 | 0.0% |
| Q3 2019 | 49 | $11.8M | 4,626,279 | 6 | 17 | 15 | 0.0% |
| Q2 2019 | 45 | $11.3M | 4,593,533 | 9 | 16 | 7 | 0.0% |
| Q1 2019 | 45 | $13.7M | 5,545,220 | 9 | 15 | 10 | 0.0% |
| Q4 2018 | 47 | $12.9M | 5,943,376 | 0 | 1 | 2 | 0.0% |