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Disclosery

CIK CREDIT SUISSE ASSET MGMT

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COM (common), issuer CIK 810766

53 managers (53 13F filers) reported a position in CIK shares at 2026-06-30, 6,572,219 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
53
13F filers
53
New
7
Added
20
Reduced
8
Sold out
6
Shares held by filers
6,572,219

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…1,163,091$2.88M0.19%new13F-HRTimelineGroup
LPL Financial LLC1,035,331$2.57M<0.01%-212,53113F-HRTimeline
Shaker Financial Services, LLC867,755$2.15M0.67%+582,56913F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC670,127$1.66M0.02%+286,02513F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.669,679$1.66M<0.01%+211,11313F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp410,648$1.02M<0.01%+11,45213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/215,710$535K<0.01%-21,32513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC105,836$262K<0.01%+69,84413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.82,322$204K<0.01%+1,30013F-HRTimelineGroup
Dynamic Advisor Solutions LLC73,477$182K0.01%+6,09213F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD70,000$174K<0.01%+20,00013F-HRTimelineGroup
Stonebridge Financial Group, LLC/CA65,500$162K0.02%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…63,770$158K<0.01%+19,80413F-HRTimelineGroup
Almitas Capital LLC62,565$155K0.04%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…59,793$148K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY58,883$146K<0.01%+15,45213F-HRTimelineGroup
WEDBUSH SECURITIES INC57,698$143K<0.01%+17713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC56,629$140K<0.01%-7,73213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC55,866$139K<0.01%+34,67913F-HRTimelineGroup
Janney Montgomery Scott LLC55,120$137K<0.01%013F-HRTimeline
Clearstead Advisors, LLC53,382$132K<0.01%new13F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC51,480$128K<0.01%+17,51313F-HRTimeline
Gladstone Institutional Advisory LLC46,127$114K<0.01%new13F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.42,950$107K0.06%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN41,960$104K<0.01%-95,60013F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd39,504$98K<0.01%+13,20413F-HRTimelineGroup
Capital Investment Advisors, LLC32,198$79.9K<0.01%-9,40013F-HRTimeline
MML INVESTORS SERVICES, LLC32,171$79.8K<0.01%+55513F-HRTimeline
Sigma Planning Corp31,587$78.3K<0.01%+15213F-HRTimeline
TWO SIGMA SECURITIES, LLC31,332$77.7K0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP30,871$76.6K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,193$70K<0.01%-63613F-HRTimelineGroup
Compound Planning, Inc.21,369$53K<0.01%+3,12513F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC20,923$52K<0.01%+2,35313F-HRTimelineGroup
PINNACLE ASSOCIATES LTD17,440$43.3K<0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,057$42.3K<0.01%-8,55313F-HRTimelineGroup
One Capital Management, LLC15,915$40.7K<0.01%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC13,892$34.5K<0.01%-10,00013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,116$32.5K<0.01%+11513F-HRTimelineGroup
CoreCap Advisors, LLC12,800$31.7K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC12,287$30.5K<0.01%013F-HRTimeline
American Financial Advisors, LLC11,425$28.3K<0.01%013F-HRTimeline
Private Advisor Group, LLC11,255$27.9K<0.01%new13F-HRTimeline
Unified Investment Management10,345$25.7K0.02%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,128$25.1K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG7,045$17.5K<0.01%+2,07313F-HRTimelineGroup
Hilton Head Capital Partners, LLC5,952$14.8K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.4,117$10.2K<0.01%013F-HRTimeline
Larson Financial Group LLC2,000$4.96K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC1,317$3.27K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,000$2.48K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC800$1.98K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.481$1.19K<0.01%013F-HRTimeline

Events

  • SIT INVESTMENT ASSOCIATES INC and 1 other reporting person reported 2,785,976 CIK shares, 5.1% of the class, as of 2026-09-30, in a 13G filed 2026-10-02. 0000769317-26-000047

    Accepted , ingested