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Credit Suisse High Yield CRE (DHY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
IFP Advisors, Inc
UNCHANGED
Shares2,223 from 2,223
Change0 (0%)
Value$3.6K (-$378)
Filed 2026-10-16
Absolute Investment Advisers, LLC
CLOSED
Shares0 from 3,002,193
Change-3,002,193 (-100%)
Value$0 (-$5.3M)
Filed 2026-10-21
Matisse Capital
CLOSED
Shares0 from 728,498
Change-728,498 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-29
Park Avenue Securities LLC
CLOSED
Shares0 from 538,400
Change-538,400 (-100%)
Value$0 (-$958.0K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 399,721
Change-399,721 (-100%)
Value$0 (-$711.5K)
Filed 2026-11-02
TrueMark Investments, LLC
CLOSED
Shares0 from 114,081
Change-114,081 (-100%)
Value$0 (-$203.1K)
Filed 2026-11-05
Integrated Capital Management, Inc.
CLOSED
Shares0 from 105,549
Change-105,549 (-100%)
Value$0 (-$187.9K)
Filed 2026-10-09
Imc-Chicago, LLC
CLOSED
Shares0 from 100,441
Change-100,441 (-100%)
Value$0 (-$178.8K)
Filed 2026-11-05
Joseph P. Lucia & Associates, LLC
CLOSED
Shares0 from 96,335
Change-96,335 (-100%)
Value$0 (-$171.5K)
Filed 2026-10-30
Integrated Advisors Network LLC
CLOSED
Shares0 from 94,498
Change-94,498 (-100%)
Value$0 (-$168.2K)
Filed 2026-10-20
Creative Planning
CLOSED
Shares0 from 69,208
Change-69,208 (-100%)
Value$0 (-$123.2K)
Filed 2026-11-02
D.A. Davidson & Co.
CLOSED
Shares0 from 43,863
Change-43,863 (-100%)
Value$0 (-$78.1K)
Filed 2026-10-28
VestGen Advisors, LLC
CLOSED
Shares0 from 38,735
Change-38,735 (-100%)
Value$0 (-$68.9K)
Filed 2026-10-27
Winter & Associates, Inc.
CLOSED
Shares0 from 26,258
Change-26,258 (-100%)
Value$0 (-$46.7K)
Filed 2026-10-23
Oppenheimer & Co Inc
CLOSED
Shares0 from 25,000
Change-25,000 (-100%)
Value$0 (-$44.5K)
Filed 2026-10-26
StoneX Group Inc.
CLOSED
Shares0 from 23,079
Change-23,079 (-100%)
Value$0 (-$40.7K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 22,503
Change-22,503 (-100%)
Value$0 (-$39.8K)
Filed 2026-10-13
Prospera Financial Services Inc
CLOSED
Shares0 from 20,006
Change-20,006 (-100%)
Value$0 (-$35.6K)
Filed 2026-11-04
Curated Wealth Partners LLC
CLOSED
Shares0 from 19,890
Change-19,890 (-100%)
Value$0 (-$35.4K)
Filed 2026-10-15
WealthTrust Asset Management, LLC
CLOSED
Shares0 from 19,797
Change-19,797 (-100%)
Value$0 (-$35.2K)
Filed 2026-10-22
Kestra Advisory Services, LLC
CLOSED
Shares0 from 18,955
Change-18,955 (-100%)
Value$0 (-$33.7K)
Filed 2026-11-02
Wolverine Asset Management LLC
CLOSED
Shares0 from 18,490
Change-18,490 (-100%)
Value$0 (-$32.9K)
Filed 2026-11-02
Trilogy Capital Inc.
CLOSED
Shares0 from 11,300
Change-11,300 (-100%)
Value$0 (-$20.1K)
Filed 2026-10-20
Garner Asset Management Corp
CLOSED
Shares0 from 10,758
Change-10,758 (-100%)
Value$0 (-$19.1K)
Filed 2026-10-30
Quaker Wealth Management, LLC
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$8.9K)
Filed 2026-10-22
CoreCap Advisors, LLC
CLOSED
Shares0 from 4,490
Change-4,490 (-100%)
Value$0 (-$8.0K)
Filed 2026-10-08
Highline Wealth Partners LLC
CLOSED
Shares0 from 1,400
Change-1,400 (-100%)
Value$0 (-$2.5K)
Filed 2026-10-19
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 933
Change-933 (-100%)
Value$0 (-$1.7K)
Filed 2026-11-04
Axiom Investment Management LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$712)
Filed 2026-11-03
Farther Finance Advisors, LLC
CLOSED
Shares0 from 105
Change-105 (-100%)
Value$0 (-$187)
Filed 2026-10-08
SIT Investment Associates Inc
N/A
Shares— from 19,046,313
Change-19,046,313 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,634,930
Change-3,634,930 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 3,313,798
Change-3,313,798 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,842,430
Change-1,842,430 (-100%)
Value—
Quarry LP
N/A
Shares— from 1,323,969
Change-1,323,969 (-100%)
Value—
Rareview Capital LLC
N/A
Shares— from 1,045,398
Change-1,045,398 (-100%)
Value—
Bulldog Investors, LLPA
N/A
Shares— from 863,300
Change-863,300 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 732,084
Change-732,084 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 727,252
Change-727,252 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 610,706
Change-610,706 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 607,682
Change-607,682 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 552,053
Change-552,053 (-100%)
Value—
Yakira Capital Management, Inc.
N/A
Shares— from 550,828
Change-550,828 (-100%)
Value—
Robinson Capital Management, LLC
N/A
Shares— from 294,611
Change-294,611 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 250,000
Change-250,000 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 247,026
Change-247,026 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 228,724
Change-228,724 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 211,455
Change-211,455 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 207,751
Change-207,751 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 207,201
Change-207,201 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 150,402
Change-150,402 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 149,647
Change-149,647 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 141,972
Change-141,972 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 132,162
Change-132,162 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 128,960
Change-128,960 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 105,122
Change-105,122 (-100%)
Value—
UBS Group AG
N/A
Shares— from 85,560
Change-85,560 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 79,753
Change-79,753 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 78,779
Change-78,779 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 55,555
Change-55,555 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 53,568
Change-53,568 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 51,232
Change-51,232 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 43,390
Change-43,390 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 40,093
Change-40,093 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 38,522
Change-38,522 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 35,400
Change-35,400 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 34,545
Change-34,545 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 31,934
Change-31,934 (-100%)
Value—
CSS LLC
N/A
Shares— from 31,276
Change-31,276 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 27,850
Change-27,850 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 27,604
Change-27,604 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 27,404
Change-27,404 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 26,000
Change-26,000 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 25,363
Change-25,363 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 22,630
Change-22,630 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 21,641
Change-21,641 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 21,500
Change-21,500 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 20,094
Change-20,094 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 11,985
Change-11,985 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 11,718
Change-11,718 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,110
Change-6,110 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 196
Change-196 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Status
IFP Advisors, Inc
UNCHANGED2,2232,22300%$4.0K$3.6K-$3782026-10-16
Absolute Investment Advisers, LLC
CLOSED03,002,193-3,002,193-100%$5.3M$0-$5.3M2026-10-21
Matisse Capital
CLOSED0728,498-728,498-100%$1.3M$0-$1.3M2026-10-29
Park Avenue Securities LLC
CLOSED0538,400-538,400-100%$958.0K$0-$958.0K2026-10-26
Commonwealth Equity Services, LLC
CLOSED0399,721-399,721-100%$711.5K$0-$711.5K2026-11-02
TrueMark Investments, LLC
CLOSED0114,081-114,081-100%$203.1K$0-$203.1K2026-11-05
Integrated Capital Management, Inc.
CLOSED0105,549-105,549-100%$187.9K$0-$187.9K2026-10-09
Imc-Chicago, LLC
CLOSED0100,441-100,441-100%$178.8K$0-$178.8K2026-11-05
Joseph P. Lucia & Associates, LLC
CLOSED096,335-96,335-100%$171.5K$0-$171.5K2026-10-30
Integrated Advisors Network LLC
CLOSED094,498-94,498-100%$168.2K$0-$168.2K2026-10-20
Creative Planning
CLOSED069,208-69,208-100%$123.2K$0-$123.2K2026-11-02
D.A. Davidson & Co.
CLOSED043,863-43,863-100%$78.1K$0-$78.1K2026-10-28
VestGen Advisors, LLC
CLOSED038,735-38,735-100%$68.9K$0-$68.9K2026-10-27
Winter & Associates, Inc.
CLOSED026,258-26,258-100%$46.7K$0-$46.7K2026-10-23
Oppenheimer & Co Inc
CLOSED025,000-25,000-100%$44.5K$0-$44.5K2026-10-26
StoneX Group Inc.
CLOSED023,079-23,079-100%$40.7K$0-$40.7K2026-11-03
Wealth Enhancement Advisory Services, LLC
CLOSED022,503-22,503-100%$39.8K$0-$39.8K2026-10-13
Prospera Financial Services Inc
CLOSED020,006-20,006-100%$35.6K$0-$35.6K2026-11-04
Curated Wealth Partners LLC
CLOSED019,890-19,890-100%$35.4K$0-$35.4K2026-10-15
WealthTrust Asset Management, LLC
CLOSED019,797-19,797-100%$35.2K$0-$35.2K2026-10-22
Kestra Advisory Services, LLC
CLOSED018,955-18,955-100%$33.7K$0-$33.7K2026-11-02
Wolverine Asset Management LLC
CLOSED018,490-18,490-100%$32.9K$0-$32.9K2026-11-02
Trilogy Capital Inc.
CLOSED011,300-11,300-100%$20.1K$0-$20.1K2026-10-20
Garner Asset Management Corp
CLOSED010,758-10,758-100%$19.1K$0-$19.1K2026-10-30
Quaker Wealth Management, LLC
CLOSED05,000-5,000-100%$8.9K$0-$8.9K2026-10-22
CoreCap Advisors, LLC
CLOSED04,490-4,490-100%$8.0K$0-$8.0K2026-10-08
Highline Wealth Partners LLC
CLOSED01,400-1,400-100%$2.5K$0-$2.5K2026-10-19
EverSource Wealth Advisors, LLC
CLOSED0933-933-100%$1.7K$0-$1.7K2026-11-04
Axiom Investment Management LLC
CLOSED0400-400-100%$712$0-$7122026-11-03
Farther Finance Advisors, LLC
CLOSED0105-105-100%$187$0-$1872026-10-08
SIT Investment Associates Inc
N/A—19,046,313-19,046,313-100%$33.9M———
Wells Fargo & Company
N/A—3,634,930-3,634,930-100%$6.5M———
Rivernorth Capital Management, LLC
N/A—3,313,798-3,313,798-100%$5.9M———
Invesco Ltd.
N/A—1,842,430-1,842,430-100%$3.3M———
Quarry LP
N/A—1,323,969-1,323,969-100%$2.4M———
Rareview Capital LLC
N/A—1,045,398-1,045,398-100%$2.2M———
Bulldog Investors, LLPA
N/A—863,300-863,300-100%$1.5M———
LPL Financial LLC
N/A—732,084-732,084-100%$1.3M———
1607 Capital Partners, LLC
N/A—727,252-727,252-100%$1.3M———
Envestnet Asset Management Inc
N/A—610,706-610,706-100%$1.1M———
Fiera Capital Corp
N/A—607,682-607,682-100%$1.1M———
Clear Street Group Inc.
N/A—552,053-552,053-100%$982.7K———
Yakira Capital Management, Inc.
N/A—550,828-550,828-100%$980.5K———
Robinson Capital Management, LLC
N/A—294,611-294,611-100%$524.4K———
First Western Trust Bank
N/A—250,000-250,000-100%$445.0K———
Almitas Capital LLC
N/A—247,026-247,026-100%$439.7K———
Osaic Holdings, Inc.
N/A—228,724-228,724-100%$407.1K———
Citadel Advisors LLC
N/A—211,455-211,455-100%$376.4K———
Harbour Investments, Inc.
N/A—207,751-207,751-100%$369.8K———
Bank of America Corp
N/A—207,201-207,201-100%$368.8K———
Janney Montgomery Scott LLC
N/A—150,402-150,402-100%$268.0K———
Morgan Stanley
N/A—149,647-149,647-100%$266.4K———
Integrated Wealth Concepts LLC
N/A—141,972-141,972-100%$252.7K———
Collaborative Wealth Managment Inc.
N/A—132,162-132,162-100%$235.2K———
Royal Bank of Canada
N/A—128,960-128,960-100%$230.0K———
JPMorgan Chase & Co
N/A—105,122-105,122-100%$184.0K———
UBS Group AG
N/A—85,560-85,560-100%$152.3K———
Susquehanna International Group, LLP
N/A—79,753-79,753-100%$142.0K———
Mutual Advisors, LLC
N/A—78,779-78,779-100%$140.2K———
Alpine Global Management, LLC
N/A—55,555-55,555-100%$98.9K———
Captrust Financial Advisors
N/A—53,568-53,568-100%$95.4K———
MML Investors Services, LLC
N/A—51,232-51,232-100%$91.2K———
Mariner, LLC
N/A—43,390-43,390-100%$77.2K———
Brookwood Investment Group LLC
N/A—40,093-40,093-100%$71.4K———
Focus Partners Wealth
N/A—40,000-40,000-100%$71.2K———
Boothbay Fund Management, LLC
N/A—38,522-38,522-100%$68.6K———
IFG Advisory, LLC
N/A—35,400-35,400-100%$63.0K———
Ameriprise Financial Inc
N/A—34,545-34,545-100%$61.5K———
Raymond James Financial Inc
N/A—31,934-31,934-100%$56.8K———
CSS LLC
N/A—31,276-31,276-100%$55.7K———
Nomura Holdings Inc
N/A—27,850-27,850-100%$49.6K———
Kovack Advisors, Inc.
N/A—27,604-27,604-100%$48.9K———
Mercer Global Advisors Inc
N/A—27,404-27,404-100%$48.8K———
Johnson Investment Counsel Inc
N/A—26,000-26,000-100%$46.3K———
Melfa Wealth Management, Inc.
N/A—25,363-25,363-100%$45.1K———
PFG Investments, LLC
N/A—22,630-22,630-100%$40.3K———
Cetera Investment Advisers
N/A—21,641-21,641-100%$38.5K———
Stonebridge Financial Group, LLC
N/A—21,500-21,500-100%$38.0K———
NewEdge Advisors, LLC
N/A—20,094-20,094-100%$35.8K———
Allworth Financial LP
N/A—20,000-20,000-100%$35.6K———
Adapt Wealth Advisors, LLC
N/A—15,000-15,000-100%$26.7K———
Two Sigma Securities, LLC
N/A—11,985-11,985-100%$21.3K———
Pathstone Holdings, LLC
N/A—11,718-11,718-100%$20.9K———
Vista Cima Wealth Management LLC
N/A—11,000-11,000-100%$19.6K———
BFC Planning, Inc.
N/A—6,110-6,110-100%$10.9K———
Fiduciary Financial Advisors
N/A—196-196-100%$349———
Medallion Wealth Advisors, LLC
N/A—15-15-100%$27———
Showing 87 of 87 institutions