CREDIT SUISSE NASSAU BRANC (GLDI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
31
Reporting holders
$20.0M
Reported value
0.0%
Held as options
-4
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 |
|---|---|---|---|---|---|
| MADDEN SECURITIES Corp | $2.7M | 18,885 | 0.74% | 5q | +50.3%+$888.3K |
| ROYAL BANK OF CANADA | $2.5M | 17,695 | 0.00% | 16q | -0.6%-$15.6K |
| LPL Financial LLC | $2.4M | 16,818 | 0.00% | 16q | +14.2%+$293.1K |
| OSAIC HOLDINGS, INC. | $1.8M | 12,544 | 0.00% | 16q | -12.9%-$261.7K |
| WINNACLE WEALTH LLC | $1.3M | 9,395 | 0.90% | 4q | +16.5%+$187.2K |
| CreativeOne Wealth, LLC | $1.3M | 9,281 | 0.03% | 12q | -14.6%-$223.0K |
| Split Rock Private Trading & Wealth Management, LLC | $992.9K | 7,064 | 0.68% | 2q | +23.3%+$187.6K |
| Private Advisor Group, LLC | $992.3K | 7,060 | 0.00% | 4q | +4.0%+$38.4K |
| Dynamic Advisor Solutions LLC | $939.6K | 6,685 | 0.03% | 2q | +114.4%+$501.3K |
| OLD MISSION CAPITAL LLC | $766.3K | 5,452 | 0.01% | 2q | +57.0%+$278.1K |
| DOVER ADVISORS, LLC | $557.4K | 3,208 | 0.23% | 7q | -8.0%-$48.5K |
| Oakmont Advisory Group, LLC | $556.6K | 3,960 | 0.47% | 3q | -20.7%-$145.0K |
| Kestra Advisory Services, LLC | $492.9K | 3,507 | 0.00% | 7q | HELD |
| Tactive Advisors, LLC | $452.4K | 3,219 | 0.11% | 3q | +13.9%+$55.1K |
| Mutual Advisors, LLC | $439.5K | 3,127 | 0.01% | 6q | +58.5%+$162.2K |
| JANE STREET GROUP, LLC | $405.3K | 2,884 | 0.00% | 3q | -77.0%-$1.4M |
| Oasis Advisors, LLC | $350.1K | 2,491 | 0.23% | 3q | -98.1%-$18.5M |
| DECISION INVESTMENTS, INC | $288.3K | 2,051 | 0.26% | 3q | +55.3%+$102.6K |
| Cetera Investment Advisers | $256.6K | 1,826 | 0.00% | 5q | HELD |
| HB Wealth Management, LLC | $247.4K | 1,760 | 0.00% | new | NEW |
| UBS Group AG | $120.2K | 855 | 0.00% | 2q | +9400.0%+$118.9K |
| Steward Partners Investment Advisory, LLC | $77.6K | 552 | 0.00% | 2q | +22.7%+$14.3K |
| IMA Advisory Services, Inc. | $38.7K | 275 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $29.9K | 213 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $20.4K | 145 | 0.00% | 12q | HELD |
| CoreCap Advisors, LLC | $16.2K | 115 | 0.00% | 4q | -15.4%-$3.0K |
| Aventura Private Wealth, LLC | $15.3K | 109 | 0.00% | 7q | HELD |
| Federation des caisses Desjardins du Quebec | $10.3K | 73 | 0.00% | 16q | HELD |
| HRT FINANCIAL LP | $377 | 2,688 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $143 | 1 | 0.00% | 11q | HELD |
| FMR LLC | $141 | 1 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $123 | 1 | 0.00% | 16q | -50.0% |
| Capital Analysts, LLC | $16 | 114 | 0.00% | 4q | HELD |
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 | 31 | $20.0M | 141,252 | 4 | 12 | 9 | 0.0% |
| Q1 2026 | 35 | $50.5M | 296,071 | 10 | 16 | 4 | 2.6% |
| Q4 2025 | 29 | $21.1M | 121,707 | 5 | 8 | 7 | 0.0% |
| Q3 2025 | 24 | $17.2M | 102,165 | 6 | 11 | 2 | 0.0% |
| Q2 2025 | 20 | $13.3M | 75,632 | 5 | 5 | 3 | 9.6% |
| Q1 2025 | 19 | $12.1M | 75,062 | 3 | 4 | 7 | 0.0% |
| Q4 2024 | 23 | $10.2M | 66,443 | 4 | 7 | 5 | 0.0% |
| Q3 2024 | 17 | $7.7M | 49,580 | 2 | 3 | 6 | 0.0% |
| Q2 2024 | 14 | $7.4M | 49,994 | 1 | 3 | 5 | 0.0% |
| Q1 2024 | 16 | $9.5M | 63,873 | 0 | 3 | 9 | 0.0% |
| Q4 2023 | 18 | $11.5M | 79,352 | 2 | 4 | 4 | 0.0% |
| Q3 2023 | 16 | $8.9M | 66,616 | 1 | 2 | 10 | 0.0% |
| Q2 2023 | 17 | $11.6M | 82,972 | 0 | 4 | 7 | 0.0% |
| Q1 2023 | 20 | $18.3M | 123,659 | 4 | 6 | 7 | 0.0% |
| Q4 2022 | 19 | $28.9M | 196,691 | 7 | 4 | 6 | 0.0% |
| Q3 2022 | 25 | $24.8M | 173,831 | 24 | 0 | 1 | 0.0% |
| Q2 2022 | 37 | $36.0M | 4,797,140 | 9 | 12 | 8 | 0.0% |
| Q1 2022 | 30 | $32.1M | 3,757,454 | 4 | 8 | 11 | 0.0% |
| Q4 2021 | 31 | $26.3M | 3,098,561 | 6 | 12 | 5 | 0.0% |
| Q3 2021 | 23 | $17.8M | 2,117,567 | 4 | 7 | 5 | 0.0% |
| Q2 2021 | 23 | $15.9M | 1,854,767 | 3 | 9 | 3 | 0.0% |
| Q1 2021 | 24 | $13.8M | 1,583,905 | 2 | 8 | 4 | 0.0% |
| Q4 2020 | 22 | $13.5M | 1,391,572 | 4 | 10 | 2 | 0.0% |
| Q3 2020 | 19 | $9.7M | 990,341 | 5 | 8 | 2 | 0.0% |
| Q2 2020 | 19 | $8.2M | 827,493 | 6 | 5 | 5 | 0.0% |
| Q1 2020 | 15 | $6.1M | 670,451 | 4 | 3 | 4 | 0.0% |
| Q4 2019 | 14 | $6.7M | 744,057 | 3 | 5 | 1 | 0.0% |
| Q3 2019 | 12 | $6.2M | 690,090 | 2 | 4 | 2 | 0.0% |
| Q2 2019 | 13 | $7.0M | 782,678 | 0 | 5 | 4 | 0.0% |
| Q1 2019 | 15 | $7.7M | 893,085 | 2 | 6 | 3 | 0.0% |
| Q4 2018 | 16 | $8.1M | 949,219 | 1 | 0 | 2 | 0.0% |