Who Owns CREDIT SUISSE NASSAU BRANC (GLDI)? -- Institutional Holders (2026-06-30)

40 institutions reported holding $20.4M of CREDIT SUISSE NASSAU BRANC (GLDI) in SEC 13F filings for 2026-06-30. Largest institutional holders: MADDEN SECURITIES Corp ($2.7M), Royal Bank of Canada ($2.5M), LPL Financial LLC ($2.4M), OSAIC HOLDINGS, INC. ($1.8M), WINNOW WEALTH LLC ($1.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MADDEN SECURITIES Corp$2.7M18,885Added
2Royal Bank of Canada$2.5M17,695Trimmed
3LPL Financial LLC$2.4M16,818Added
4OSAIC HOLDINGS, INC.$1.8M12,544Trimmed
5WINNOW WEALTH LLC$1.3M9,395Added
6CreativeOne Wealth, LLC$1.3M9,281Trimmed
7Split Rock Private Trading & Wealth Management, LLC$992,8797,064Added
8Private Advisor Group, LLC$992,2767,060Added
9Dynamic Advisor Solutions LLC$939,5756,685Added
10OLD MISSION CAPITAL LLC$766,2775,452Added
11DOVER ADVISORS, LLC$557,3873,208Trimmed
12Oakmont Advisory Group, LLC$556,5713,960Trimmed
13Kestra Advisory Services, LLC$492,8533,507Hold
14Tactive Advisors, LLC$452,4303,219Added
15Mutual Advisors, LLC$439,4873,127Added
16JANE STREET GROUP, LLC$405,3462,884Trimmed
17HRT FINANCIAL LP$377,0002,688New
18Oasis Advisors, LLC$350,1122,491Trimmed
19DECISION INVESTMENTS, INC$288,2682,051Added
20Cetera Investment Advisers$256,6051,826Trimmed
21HB Wealth Management, LLC$247,3681,760New
22UBS Group AG$120,170855Added
23Steward Partners Investment Advisory, LLC$77,583552Added
24IMA Advisory Services, Inc.$38,651275New
25EverSource Wealth Advisors, LLC$29,937213New

来源：SEC 13F 申报文件 · 截至 2026-06-30