Search
⚲

Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
HS Investments III Ltd	[2026-06-30]	SOLE	1,088,409	1,088,409
Peregrine Capital Management LLC	[2026-06-30]	SOLE	92,800	248,648
Hamilton Lane Advisors LLC	[2026-06-30]	SOLE	129,102	129,102
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	70,994
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	32,156
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	1,326	23,822
Sompo Asset Management Co Ltd	[2026-06-30]	SOLE	21,000	21,000
Diversified Trust Co	[2026-06-30]	SOLE	20,000	20,000
Affinity Capital Advisors LLC	[2026-06-30]	SOLE	0	15,170
Spectrum Planning & Advisory Services Inc	[2026-06-30]	SOLE	0	10,000
Gamma Investing LLC	[2026-06-30]	DFND	153	153
Beaird Harris Wealth Management LLC	[2026-06-30]	SOLE	0	87
Handelsbanken Fonder AB	[2026-06-30]	SOLE	0	66
Cromwell Holdings LLC	[2026-06-30]	SOLE	65	65
Aspect Partners LLC	[2026-06-30]	SOLE	59	59
Physician Wealth Advisors Inc	[2026-06-30]	SOLE	0	57
Corecap Advisors LLC	[2026-06-30]	SOLE	0	10
Prev | Page 2 | Next

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}

{"uid": 212247710, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

315696296