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
ASR Vermogensbeheer NV	[2026-06-30]	DFND	596,263	596,263
Exane Asset Management	[2026-06-30]	SOLE	565,061	565,061
Martin Investment Management LLC	[2026-06-30]	SOLE	438,880	461,285
Assenagon Asset Management SA	[2026-06-30]	SOLE	333,726	333,726
QRG Capital Management Inc	[2026-06-30]	SOLE	184,060	184,060
Henry James International Management Inc	[2026-06-30]	SOLE	163,695	163,695
Gradient Investments LLC	[2026-06-30]	SOLE	0	160,989
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	151,980	151,980
Cary Street Partners Financial LLC	[2026-06-30]	DFND	53,478	53,828
Y-Intercept Hong Kong Ltd	[2026-06-30]	SOLE	52,784	52,784
Radnor Capital Management LLC	[2026-06-30]	SOLE	51,400	51,400
Prospera Financial Services Inc	[2026-06-30]	SOLE	0	42,293
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	400	40,948
GC Wealth Management RIA LLC	[2026-06-30]	SOLE	36,934	36,934
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	35,041
Baron Wealth Management LLC	[2026-06-30]	SOLE	415	24,957
Merit Financial Group LLC	[2026-06-30]	SOLE	0	24,165
Versant Capital Management Inc	[2026-06-30]	SOLE	22,407	22,407
Venturi Wealth Management LLC	[2026-06-30]	OTR	0	20,015
Ballentine Partners LLC	[2026-06-30]	OTR	0	19,077
FCG Investment Co	[2026-06-30]	SOLE	0	15,015
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	11,797
Envestnet Portfolio Solutions Inc	[2026-06-30]	SOLE	10,441	10,441
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	10,222	10,222
Valeo Financial Advisors LLC	[2026-06-30]	SOLE	9,756	9,756
LVW Advisors LLC	[2026-06-30]	SOLE	0	9,033
Curated Wealth Partners LLC	[2026-06-30]	OTR	0	8,655
Five Oceans Advisors	[2026-06-30]	SOLE	0	8,029
Magnus Financial Group LLC	[2026-06-30]	SOLE	0	8,028
Sava Infond doo	[2026-06-30]	DFND	0	6,400
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