ZURICH, V8
CREDIT SUISSE AGUSLV— Latest position per institution from SEC 13F filings
15
Institutional holders
591.59K
Total shares held
48.85M
Estimated value
29.58K
Avg. position size
OASIS ADVISORS, LLC
CIK 2124777
Shares
133.78K
Value
22.21M
Filed
Mar 31, 2026
VANGUARD CAPITAL WEALTH ADVISORS
CIK 1730578
Shares
77K
Value
107.70K
Filed
Jun 30, 2023
UNIPLAN INVESTMENT COUNSEL, INC.
CIK 1520710
Shares
53.57K
Value
4.46K
Filed
Dec 31, 2022
CAVALIER INVESTMENTS, LLC
CIK 1655543
Shares
46K
Value
2.65M
Filed
Mar 31, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 1818604
Shares
35.02K
Value
225.00
Filed
Sep 30, 2024
OLD MISSION CAPITAL LLC
CIK 1455915
Shares
32.02K
Value
1.85M
Filed
Mar 31, 2026
PROFICIO CAPITAL PARTNERS LLC
CIK 1654175
Shares
22.90K
Value
3.37M
Filed
Dec 31, 2022
DUBUQUE BANK & TRUST CO
CIK 933482
Shares
19.73K
Value
1.38M
Filed
Sep 30, 2023
NAVIS WEALTH ADVISORS, LLC
CIK 1849055
Shares
18.05K
Value
1.04M
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
17.81K
Value
2.96M
Filed
Mar 31, 2026
BROOKWOOD INVESTMENT GROUP LLC
CIK 2066812
Shares
16.07K
Value
1.60M
Filed
Dec 31, 2025
BELPOINTE ASSET MANAGEMENT LLC
CIK 1721242
Shares
15.69K
Value
1.39M
Filed
Mar 31, 2026
EASTERN BANK
CIK 1126395
Shares
14.59K
Value
949.37K
Filed
Jun 30, 2026
HTLF BANK
CIK 2003343
Shares
14.53K
Value
1.09M
Filed
Mar 31, 2024
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
14.41K
Value
2.39M
Filed
Mar 31, 2026
MADDEN SECURITIES CORP
CIK 1803566
Shares
12.56K
Value
2.09M
Filed
Mar 31, 2026
JANE STREET GROUP, LLC
CIK 1595888
Shares
12.52K
Value
2.08M
Filed
Mar 31, 2026
ONEASCENT FAMILY OFFICE, LLC
CIK 2055812
Shares
12.16K
Value
1.08M
Filed
Mar 31, 2026
HIGHTOWER ADVISORS, LLC
CIK 1462245
Shares
12K
Value
10.70K
Filed
Mar 31, 2026
RIVERTREE ADVISORS, LLC
CIK 1872501
Shares
11.20K
Value
600.65K
Filed
Jun 30, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | OASIS ADVISORS, LLC | 2124777 | 133.78K | 22.21M | Mar 31, 2026 |
| 2 | VANGUARD CAPITAL WEALTH ADVISORS | 1730578 | 77K | 107.70K | Jun 30, 2023 |
| 3 | UNIPLAN INVESTMENT COUNSEL, INC. | 1520710 | 53.57K | 4.46K | Dec 31, 2022 |
| 4 | CAVALIER INVESTMENTS, LLC | 1655543 | 46K | 2.65M | Mar 31, 2026 |
| 5 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1818604 | 35.02K | 225.00 | Sep 30, 2024 |
| 6 | OLD MISSION CAPITAL LLC | 1455915 | 32.02K | 1.85M | Mar 31, 2026 |
| 7 | PROFICIO CAPITAL PARTNERS LLC | 1654175 | 22.90K | 3.37M | Dec 31, 2022 |
| 8 | DUBUQUE BANK & TRUST CO | 933482 | 19.73K | 1.38M | Sep 30, 2023 |
| 9 | NAVIS WEALTH ADVISORS, LLC | 1849055 | 18.05K | 1.04M | Mar 31, 2026 |
| 10 | ROYAL BANK OF CANADA | 1000275 | 17.81K | 2.96M | Mar 31, 2026 |
| 11 | BROOKWOOD INVESTMENT GROUP LLC | 2066812 | 16.07K | 1.60M | Dec 31, 2025 |
| 12 | BELPOINTE ASSET MANAGEMENT LLC | 1721242 | 15.69K | 1.39M | Mar 31, 2026 |
| 13 | EASTERN BANK | 1126395 | 14.59K | 949.37K | Jun 30, 2026 |
| 14 | HTLF BANK | 2003343 | 14.53K | 1.09M | Mar 31, 2024 |
| 15 | OSAIC HOLDINGS, INC. | 1677044 | 14.41K | 2.39M | Mar 31, 2026 |
| 16 | MADDEN SECURITIES CORP | 1803566 | 12.56K | 2.09M | Mar 31, 2026 |
| 17 | JANE STREET GROUP, LLC | 1595888 | 12.52K | 2.08M | Mar 31, 2026 |
| 18 | ONEASCENT FAMILY OFFICE, LLC | 2055812 | 12.16K | 1.08M | Mar 31, 2026 |
| 19 | HIGHTOWER ADVISORS, LLC | 1462245 | 12K | 10.70K | Mar 31, 2026 |
| 20 | RIVERTREE ADVISORS, LLC | 1872501 | 11.20K | 600.65K | Jun 30, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.