Due Diligence for Asset Managers
Analyze the public filings of asset managers Dive into the EDGAR, IAPD, CAFR source data

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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
TT International Asset Management Ltd	[2026-06-30]	SOLE	907,813	907,813
Ninety One North America Inc	[2026-06-30]	SOLE	454,221	454,221
Legacy Wealth Asset Management LLC	[2026-06-30]	SOLE	135,007	135,007
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	130,999
Ballentine Partners LLC	[2026-06-30]	OTR	0	129,853
Ninety One UK Ltd	[2026-06-30]	SOLE	99,658	99,658
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	94,532	94,532
ABC Arbitrage Sa	[2026-06-30]	OTR	0	89,531
QRG Capital Management Inc	[2026-06-30]	SOLE	64,003	64,003
Empirical Financial Services LLC DBA Empirical Wealth Ma	[2026-06-30]	SOLE	41,100	41,100
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	40,205	40,205
BSW Wealth Partners	[2026-06-30]	SOLE	0	37,193
LVW Advisors LLC	[2026-06-30]	SOLE	0	36,324
Merit Financial Group LLC	[2026-06-30]	SOLE	0	29,393
Gamma Investing LLC	[2026-06-30]	DFND	27,716	27,716
Cogentblue Wealth Advisors LLC	[2026-06-30]	SOLE	0	27,605
Mitchell & PAHL Private Wealth LLC	[2026-06-30]	SOLE	26,531	26,531
Venturi Wealth Management LLC	[2026-06-30]	OTR	0	23,858
Confluence Investment Management LLC	[2026-06-30]	SOLE	20,488	20,488
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	438	19,597
Henry James International Management Inc	[2026-06-30]	SOLE	18,320	18,320
Independent Financial Group LLC	[2026-06-30]	SOLE	0	17,788
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	17,496
Merit Financial Group LLC	[2026-06-30]	OTR	0	17,447
Foster Group Inc	[2026-06-30]	SOLE	0	17,206
Snider Financial Group	[2026-06-30]	SOLE	0	15,000
QP Wealth Management LLC	[2026-06-30]	SOLE	0	12,206
Valeo Financial Advisors LLC	[2026-06-30]	SOLE	11,647	11,647
Dynamic Advisor Solutions LLC	[2026-06-30]	SOLE	0	11,274
Burns Matteson Capital Management LLC	[2026-06-30]	SOLE	11,163	11,163
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