13FBOX
CREDIT SUISSE NASSAU BRANC · 13F Institutional Holdings
Options Calculator Rankings
C

CREDIT SUISSE NASSAU BRANC

GLDI
Institutions
33
Combined AUM (Q2 2026)
$20.4M
Combined Shares (Q2 2026)
144,054
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+25,197
18 · 6 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-183,574
19 · 9 Exit · ≈
⚖️ Net
-158,377
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$20.4M
Institutions
33
New Buys
6
Adds
12
Reduces
10
Exits
9
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MADDEN SECURITIES Corp
0.74%0.63%#2$2.7M18,885$2.1M12,565+6,320+50.30%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#24$2.5M17,695$3.0M17,806-111-0.62%Reduce
LPL Financial LLC
<0.01%<0.01%#21$2.4M16,818$2.4M14,733+2,085+14.15%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#16$1.8M12,544$2.4M14,406-1,862-12.93%Reduce
WINNACLE WEALTH LLC
0.9%1.03%#1$1.3M9,395$1.3M8,063+1,332+16.52%Add
CreativeOne Wealth, LLC
0.03%0.04%#9$1.3M9,281$1.8M10,868-1,587-14.60%Reduce
Split Rock Private Trading & Wealth Management, LLC
0.68%0.74%#3$992,8797,064$951,1875,729+1,335+23.30%Add
Private Advisor Group, LLC
<0.01%0.01%#14$992,2767,060$1.1M6,787+273+4.02%Add
Dynamic Advisor Solutions LLC
0.03%0.02%#10$939,5756,685$517,6633,118+3,567+114.40%Add
OLD MISSION CAPITAL LLC
0.01%0.01%#11$766,2775,452$576,6013,473+1,979+56.98%Add
DOVER ADVISORS, LLC
0.23%0.24%#6$557,3873,208$578,9263,487-279-8.00%Reduce
Oakmont Advisory Group, LLC
0.47%0.84%#4$556,5713,960$828,7924,992-1,032-20.67%Reduce
Kestra Advisory Services, LLC
<0.01%<0.01%#17$492,8533,507$582,1813,50700.00%Unchanged
Tactive Advisors, LLC
0.11%0.13%#8$452,4303,219$469,3502,827+392+13.87%Add
Mutual Advisors, LLC
0.01%0.01%#12$439,4873,127$327,5661,973+1,154+58.49%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#28$405,3462,884$2.1M12,519-9,635-76.96%Reduce
HRT FINANCIAL LP
<0.01%#20$377,7972,688$00+2,688New Buy
Oasis Advisors, LLC
0.23%0.51%#7$350,1122,491$22.2M133,776-131,285-98.14%Reduce
DECISION INVESTMENTS, INC
0.26%0.25%#5$288,2682,051$219,3181,321+730+55.26%Add
Cetera Investment Advisers
<0.01%<0.01%#27$256,6051,826$303,3021,827-1-0.05%Reduce
HB Wealth Management, LLC
<0.01%#18$247,3681,760$00+1,760New Buy
UBS Group AG
<0.01%<0.01%#30$120,170855$1,4949+846+9,400.00%Add
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#23$77,583552$74,711450+102+22.67%Add
IMA Advisory Services, Inc.
<0.01%#15$38,651275$00+275New Buy
EverSource Wealth Advisors, LLC
<0.01%#19$29,937213$00+213New Buy
Global Retirement Partners, LLC
<0.01%#26$20,380145$00+145New Buy
CoreCap Advisors, LLC
<0.01%<0.01%#22$16,163115$22,579136-21-15.44%Reduce
Capital Analysts, LLC
<0.01%<0.01%#25$16,023114$20,000117-3-2.56%Reduce
Aventura Private Wealth, LLC
<0.01%0.01%#13$15,320109$18,09710900.00%Unchanged
Federation des caisses Desjardins du Quebec
<0.01%<0.01%#29$10,26073$12,1207300.00%Unchanged
JPMORGAN CHASE & CO
<0.01%<0.01%#32$1431$164100.00%Unchanged
FMR LLC
<0.01%#33$1411$00+1New Buy
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#31$1231$119100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow