Search
⚲

Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Hightower Advisors LLC	[2025-06-30]	SOLE	686,554	686,554
Kovitz Investment Group Partners LLC	[2025-06-30]	SOLE	204,834	204,834
Levin Capital Strategies LP	[2025-06-30]	OTR	0	192,514
Citadel Advisors LLC	[2025-06-30]	DFND	66,479	66,479
Satovsky Asset Management LLC	[2025-06-30]	SOLE	53,606	53,606
Private Advisor Group LLC	[2025-06-30]	SOLE	0	47,583
Northern Trust Corp	[2025-06-30]	DFND	45,556	45,556
Mariner LLC	[2025-06-30]	SOLE	0	43,121
Morgan Stanley	[2025-06-30]	DFND	0	38,550
Geode Capital Management LLC	[2025-06-30]	DFND	37,893	37,893
UBS Group AG	[2025-06-30]	DFND	30,819	33,319
Renaissance Technologies LLC	[2025-06-30]	SOLE	29,400	29,400
Atom Investors LP	[2025-06-30]	SOLE	25,773	25,773
Aptus Capital Advisors LLC	[2025-06-30]	SOLE	21,945	21,945
Financial Guidance Group Inc	[2025-06-30]	SOLE	0	21,945
Equitable Holdings, Inc.	[2025-06-30]	DFND	10,000	10,000
Opal Wealth Advisors LLC	[2025-06-30]	SOLE	0	10,000
Tower View Wealth Management LLC	[2025-06-30]	SOLE	0	5,566
Bessemer Group Inc	[2025-06-30]	DFND	3,720	3,720
Steward Partners Investment Advisory LLC	[2025-06-30]	SOLE	0	3,300
Wells Fargo & Company/MN	[2025-06-30]	DFND	0	2,500
Raymond James Financial Inc	[2025-06-30]	DFND	0	1,240
Bank of America Corp /DE/	[2025-06-30]	DFND	0	780
Concourse Financial Group Securities Inc	[2025-06-30]	SOLE	0	0
Prev | Page 1 | 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": 170848817, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

250727836