Vault-13

CREDIT SUISSE HIGH YIELD BD XDHYX

SH BEN INT · Closed-End Fund · CUSIP 22544F103

70 institutional holders -5 vs Q3 2025
7,858,0857.9m shares reported held*
$15.7mreported value*
7 new 21 added 20 reduced 12 sold out net sold ≈ $854.8k (-427.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $2.00.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 57Q4 22: 64Q1 23: 68Q2 23: 65Q3 23: 69Q4 23: 61Q1 24: 69Q2 24: 69Q3 24: 64Q4 24: 67Q1 25: 67Q2 25: 69Q3 25: 75Q4 25: 7070Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 202257
Q4 202264
Q1 202368
Q2 202365
Q3 202369
Q4 202361
Q1 202469
Q2 202469
Q3 202464
Q4 202467
Q1 202567
Q2 202569
Q3 202575
Q4 202570

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q1 24: 33 bought or addedQ1 24: 28 cut or sold outQ2 24: 19 bought or addedQ2 24: 24 cut or sold outQ2 24Q3 24: 24 bought or addedQ3 24: 24 cut or sold outQ4 24: 28 bought or addedQ4 24: 22 cut or sold outQ4 24Q1 25: 29 bought or addedQ1 25: 16 cut or sold outQ2 25: 31 bought or addedQ2 25: 22 cut or sold outQ2 25Q3 25: 36 bought or addedQ3 25: 22 cut or sold outQ4 25: 28 bought or addedQ4 25: 32 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20243328
Q2 20241924
Q3 20242424
Q4 20242822
Q1 20252916
Q2 20253122
Q3 20253622
Q4 20252832

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5k$10k$15kQ1 25 calls: $0Q1 25 puts: $10.6kQ1 25P/C —Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —
Numbers
QuarterCallsPutsP/C
Q1 2025$0$10.6k—
Q2 2025$0$0—
Q3 2025$0$0—
Q4 2025$0$0—

Biggest buyers

COMMONWEALTH EQUITY SERVICES, LLC Added +349,002+349.0k
Fiera Capital Corp Added +196,469+196.5k
WELLS FARGO & COMPANY/MN Added +90,611+90.6k
Focus Partners Wealth New +40,000+40.0k
WOLVERINE ASSET MANAGEMENT LLC Added +39,100+39.1k
BOOTHBAY FUND MANAGEMENT, LLC New +38,634+38.6k
IHT Wealth Management, LLC New +37,137+37.1k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. New +25,617+25.6k
Rockefeller Capital Management L.P. New +20,000+20.0k
CITADEL ADVISORS LLC New +19,951+20.0k

Biggest sellers

MORGAN STANLEY Reduced -451,760-451.8k
SIT INVESTMENT ASSOCIATES INC Reduced -377,679-377.7k
JANE STREET GROUP, LLC Reduced -81,156-81.2k
Invesco Ltd. Reduced -51,359-51.4k
LPL Financial LLC Reduced -44,994-45.0k
Apollon Wealth Management, LLC Sold out -42,800-42.8k
Balyasny Asset Management L.P. Sold out -41,532-41.5k
IFG Advisory, LLC Sold out -35,400-35.4k
PFG Advisors Sold out -32,960-33.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -30,583-30.6k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FIRST TRUST PORTFOLIOS LP 13G · institution -4.3 pts · filed 2026-07-14 15.7% -4.3 pts 21.6m≈ $38.5m 2026-07-14
SIT INVESTMENT ASSOCIATES INC 13G · institution new · filed 2026-06-04 12.9% new 17.8m≈ $31.7m 2026-06-04

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 989,754989.8k $2.0m $2.0m 0.00% Reduced -51.4k -51,359
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 949,085949.1k $1.9m $1.9m 0.00% Reduced -451.8k -451,760
3 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 764,106764.1k $1.5m $1.5m 0.00% Reduced -45.0k -44,994
4 Fiera Capital Corp 0.00% of their portfolio MONTREAL, A8 611,983612.0k $1.2m $1.2m 0.00% Added +196.5k +196,469
5 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 608,262608.3k $1.2m $1.2m 0.00% Added +90.6k +90,611
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 562,183562.2k $1.1m $1.1m 0.00% Added +14.1k +14,054
7 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 493,451493.5k $987.0k $987.0k 0.01% Added +13.9k +13,949
8 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 415,826415.8k $831.6k $831.6k 0.00% Added +349.0k +349,002
9 SIT INVESTMENT ASSOCIATES INC 0.01% of their portfolio Minneapolis, MN 244,296244.3k $489.0k $489.0k 0.01% Reduced -377.7k -377,679
10 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 150,029150.0k $300.0k $300.0k 0.00% Added +8.0k +8,000
11 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 133,508133.5k $267.0k $267.0k 0.00% Reduced -541 -541
12 INTEGRATED CAPITAL MANAGEMENT, INC. 0.17% of their portfolio JESSUP, PA 124,404124.4k $248.8k $248.8k 0.17% Added +906 +906
13 Collaborative Wealth Managment Inc. 0.08% of their portfolio LAKE MARY, FL 110,898110.9k $221.8k $221.8k 0.08% Unchanged
14 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 109,153109.2k $218.3k $218.3k 0.00% Reduced -81.2k -81,156
15 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 96,65396.7k $193.3k $193.3k 0.00% Reduced -2.6k -2,614
16 Joseph P. Lucia & Associates, LLC 0.07% of their portfolio Yorktown Heights, NY 96,33596.3k $192.7k $192.7k 0.07% Unchanged
17 Mutual Advisors, LLC 0.00% of their portfolio OMAHA, NE 78,73978.7k $157.5k $157.5k 0.00% Added +12 +12
18 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 73,41773.4k $146.8k $146.8k 0.00% Added +18.9k +18,872
19 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 71,37771.4k $142.8k $142.8k 0.00% Reduced -1.0k -1,000
20 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 61,39561.4k $122.8k $122.8k 0.00% Added +1.4k +1,400
21 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 51,55551.6k $103.1k $103.1k 0.00% Added +4.5k +4,500
22 First Western Trust Bank 0.00% of their portfolio Denver, CO 50,00050.0k $100.0k $100.0k 0.00% Unchanged
23 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 48,49948.5k $97.0k $97.0k 0.00% Reduced -25.2k -25,152
24 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 43,68043.7k $87.4k $87.4k 0.00% Added +10.6k +10,580
25 Integrated Advisors Network LLC 0.00% of their portfolio DALLAS, TX 42,45442.5k $84.9k $84.9k 0.00% Reduced -7.6k -7,626
26 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 42,37442.4k $84.7k $84.7k 0.00% Added +6.4k +6,374
27 WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio CHICAGO, IL 42,17042.2k $84.3k $84.3k 0.00% Added +39.1k +39,100
28 Brookwood Investment Group LLC 0.01% of their portfolio PHOENIX, AZ 40,09340.1k $80.2k $80.2k 0.01% Reduced -3.8k -3,830
29 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 40,00040.0k $80.0k $80.0k 0.00% New
30 BOOTHBAY FUND MANAGEMENT, LLC 0.00% of their portfolio NEW YORK, NY 38,63438.6k $77.3k $77.3k 0.00% New
31 IHT Wealth Management, LLC 0.00% of their portfolio Chicago, IL 37,13737.1k $74.3k $74.3k 0.00% New
32 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 35,40035.4k $70.8k $70.8k 0.00% Unchanged
33 Alpha Cubed Investments, LLC 0.00% of their portfolio COSTA MESA, CA 35,00035.0k $70.0k $70.0k 0.00% Unchanged
34 Mariner, LLC 0.00% of their portfolio Overland Park, KS 34,05434.1k $68.1k $68.1k 0.00% Reduced -1.3k -1,256
35 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 33,93533.9k $67.9k $67.9k 0.00% Reduced -23 -23
36 Integrity Advisory Solutions, LLC 0.01% of their portfolio DALLAS, TX 26,50126.5k $53.0k $53.0k 0.01% Added +5.3k +5,280
37 Winter & Associates, Inc. 0.05% of their portfolio ST. PAUL, MN 26,25826.3k $52.5k $52.5k 0.05% First filing
38 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 25,88625.9k $52.0k $52.0k 0.00% Added +292 +292
39 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.00% of their portfolio Englewood, NJ 25,61725.6k $51.2k $51.2k 0.00% New
40 MELFA WEALTH MANAGEMENT, INC. 0.03% of their portfolio WESTBOROUGH, MA 25,36325.4k $50.7k $50.7k 0.03% Unchanged
41 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 25,00025.0k $50.0k $50.0k 0.00% Reduced -255 -255
42 TWO SIGMA SECURITIES, LLC 0.01% of their portfolio NEW YORK, NY 23,75723.8k $47.5k $47.5k 0.01% Added +1.5k +1,538
43 UBS Group AG 0.00% of their portfolio ZURICH, V8 23,56023.6k $47.1k $47.1k 0.00% Unchanged
44 PFG Investments, LLC 0.00% of their portfolio WOODBURY, NY 22,63022.6k $45.3k $45.3k 0.00% Unchanged
45 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 22,42622.4k $44.9k $44.9k 0.00% Unchanged
46 Prospera Financial Services Inc 0.00% of their portfolio Dallas, TX 20,00620.0k $40.0k $40.0k 0.00% Reduced -10.0k -10,000
47 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 20,00020.0k $40.0k $40.0k 0.00% Unchanged
48 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 20,00020.0k $40.0k $40.0k 0.00% New
49 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 19,95120.0k $39.9k $39.9k 0.00% New
50 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 18,95519.0k $37.9k $37.9k 0.00% Reduced -2.0k -2,000
51 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 17,85217.9k $35.7k $35.7k 0.00% Added +562 +562
52 Patton Albertson Miller Group, LLC 0.00% of their portfolio Chattanooga, TN 15,30015.3k $30.6k $30.6k 0.00% Unchanged
53 ADAPT WEALTH ADVISORS, LLC 0.01% of their portfolio ATLANTA, GA 15,00015.0k $30.0k $30.0k 0.01% Unchanged
54 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.00% of their portfolio CONCORD, MA 12,77712.8k $25.6k $25.6k 0.00% Added +290 +290
55 CALTON & ASSOCIATES, INC. 0.00% of their portfolio Tampa, FL 11,51611.5k $23.0k $23.0k 0.00% Reduced -227 -227
56 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 11,43311.4k $22.9k $22.9k 0.00% Reduced -17.6k -17,587
57 Trilogy Capital Inc. 0.00% of their portfolio IRVINE, CA 11,30011.3k $22.6k $22.6k 0.00% Unchanged
58 Vantage Financial Partners, LLC 0.00% of their portfolio ELM GROVE, WI 10,64410.6k $21.3k $21.3k 0.00% Reduced -4.2k -4,235
59 Garner Asset Management Corp 0.01% of their portfolio PLANO, TX 10,62310.6k $21.2k $21.2k 0.01% Added +60 +60
60 Vista Cima Wealth Management LLC 0.02% of their portfolio SURPRISE, AZ 10,00010.0k $20.0k $20.0k 0.02% Unchanged
61 Kilter Group LLC 0.01% of their portfolio RHINEBECK, NY 6,3156.3k $12.6k $12.6k 0.01% Added +142 +142
62 Quaker Wealth Management, LLC 0.00% of their portfolio MOORESTOWN, NJ 5,0005.0k $10.0k $10.0k 0.00% Unchanged
63 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 4,4904.5k $9.0k $9.0k 0.00% Unchanged
64 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2,2232.2k $4.4k $4.4k 0.00% Unchanged
65 Anfield Capital Management, LLC 0.00% of their portfolio IRVINE, CA 2,0742.1k $4.1k $4.1k 0.00% Unchanged
66 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 1,8001.8k $3.6k $3.6k 0.00% Unchanged
67 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 1,4001.4k $2.8k $2.8k 0.00% Unchanged
68 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 1,0751.1k $2.1k $2.1k 0.00% Reduced -1.1k -1,075
69 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 933933 $1.9k $1.9k 0.00% Unchanged
70 Quent Capital, LLC 0.00% of their portfolio NEW YORK, NY 581581 $1.2k $1.2k 0.00% New