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Disclosery

XDHYX CREDIT SUISSE HIGH YIELD CRE

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SH BEN INT (fund)

69 managers (69 13F filers) reported a position in XDHYX shares at 2025-06-30, 8,075,797 shares in all. 8 filers opened a position and 5 filers sold out during the quarter.

Managers
69
13F filers
69
New
8
Added
22
Reduced
18
Sold out
5
Shares held by filers
8,075,797

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

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY1,440,391$3.07M<0.01%-69,84813F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,248,454$2.66M<0.01%+264,38213F-HRTimelineGroup
LPL Financial LLC754,009$1.61M<0.01%-24,09213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC516,787$1.1M<0.01%-10,69913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN516,115$1.1M<0.01%+94,99913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC466,967$995K0.01%-12,36313F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp354,905$756K<0.01%013F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC194,148$414K0.01%-18,25713F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC178,814$381K0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC141,929$302K<0.01%+16,80013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA129,209$275K<0.01%-5,08713F-HR/ATimelineGroup
Collaborative Wealth Managment Inc.110,898$236K0.1%-3,66613F-HRTimeline
HARBOUR INVESTMENTS, INC.101,846$217K0.01%+2,61713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC98,981$211K<0.01%+1,27513F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.96,930$206K0.16%+1,74613F-HRTimeline
Joseph P. Lucia & Associates, LLC96,335$205K0.08%-5,85013F-HRTimeline
NewEdge Advisors, LLC94,664$202K<0.01%+19,76413F-HRTimeline
Sonora Investment Management Group, LLC90,000$192K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG84,367$180K<0.01%+49,45313F-HRTimelineGroup
Mutual Advisors, LLC78,710$168K<0.01%+1,47713F-HRTimeline
Creative Planningin group Creative Planning73,377$156K<0.01%-17,41813F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…69,065$147K0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/68,345$146K<0.01%+11,19713F-HRTimelineGroup
Shaker Financial Services, LLC55,339$118K0.04%new13F-HRTimeline
Integrated Advisors Network LLC50,080$107K<0.01%+50013F-HRTimeline
First Western Trust Bank50,000$106K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC48,779$104K<0.01%+12,20113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…44,552$94.9K<0.01%+513F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC42,800$91.2K<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC41,751$88.9K<0.01%new13F-HRTimelineGroup
Brookwood Investment Group LLC41,329$88K0.01%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.38,525$82.1K<0.01%+14,87013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC37,084$79K<0.01%-1,97113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC35,942$77K<0.01%+1,52013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC36,000$76.7K<0.01%+24,00013F-HRTimelineGroup
IFG Advisory, LLC35,400$75.4K<0.01%013F-HRTimeline
Alpha Cubed Investments, LLC35,000$74.5K<0.01%013F-HRTimeline
Prospera Financial Services Inc34,006$72.4K<0.01%-313F-HRTimeline
Mariner, LLCin group Mariner, LLC33,305$70.9K<0.01%+3,30513F-HRTimelineGroup
Cetera Investment Advisers31,170$66.4K<0.01%-1,62713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,597$55K<0.01%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.25,363$54K0.03%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …25,255$53.8K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,628$52.4K<0.01%+17,10113F-HR/ATimelineGroup
PFG Investments, LLC22,630$48.2K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC22,426$47.8K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC20,955$44.6K<0.01%-4,12213F-HRTimelineGroup
Allworth Financial LP20,000$42.6K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,601$37.5K<0.01%-21,46913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS16,922$36K<0.01%+37113F-HRTimeline
Vantage Financial Partners, LLC15,944$34K0.01%-14,94013F-HRTimeline
Patton Albertson Miller Group, LLC15,300$32.6K<0.01%013F-HRTimeline
HRT FINANCIAL LP15,387$32K<0.01%-70,65513F-HRTimeline
TWO SIGMA SECURITIES, LLC13,910$29.6K<0.01%-18913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…12,215$26K<0.01%+27613F-HRTimeline
Wealthspire Advisors, LLC11,645$24.8K<0.01%+26013F-HRTimeline
Waverly Advisors, LLC11,314$24.1K<0.01%new13F-HRTimeline
Trilogy Capital Inc.11,300$24.1K<0.01%013F-HRTimeline
Garner Asset Management Corp10,507$22.4K0.01%+5613F-HRTimeline
CALTON & ASSOCIATES, INC.10,095$21.5K<0.01%-27213F-HRTimeline
Vista Cima Wealth Management LLC10,000$21.3K0.02%013F-HRTimeline
Quaker Wealth Management, LLC5,000$10.7K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC4,500$9.59K<0.01%013F-HRTimeline
Key Financial Inc3,965$8.45K<0.01%013F-HRTimeline
IFP Advisors, Inc2,223$4.74K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…2,074$4.42K<0.01%013F-HRTimelineGroup
MAI Capital Management1,800$3.83K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…933$1.99K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.