Search
⚲

Message
Happy Holidays!! thanks for using AUM13F!!

Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Absolute Investment Advisers LLC	[2025-06-30]	SOLE	870,040	870,040
Guggenheim Capital LLC	[2025-06-30]	DFND	0	668,502
Shaker Financial Services LLC	[2025-06-30]	SOLE	410,078	414,977
Cohen & Steers Inc	[2025-06-30]	SOLE	412,919	412,919
Quarry LP	[2025-06-30]	OTR	0	364,482
Invesco Ltd.	[2025-06-30]	DFND	0	320,778
Ameriprise Financial Inc	[2025-06-30]	DFND	0	275,632
JW Cole Advisors Inc	[2025-06-30]	SOLE	0	243,741
Morgan Stanley	[2025-06-30]	DFND	8	166,784
LPL Financial LLC	[2025-06-30]	SOLE	0	114,674
Corient Private Wealth LLC	[2025-06-30]	SOLE	0	98,406
Robinson Capital Management LLC	[2025-06-30]	SOLE	0	95,930
Newedge Advisors LLC	[2025-06-30]	SOLE	0	84,617
Osaic Holdings Inc	[2025-06-30]	DFND	0	50,554
UBS Group AG	[2025-06-30]	DFND	3,288	47,137
Total Wealth Planning & Management, Inc.	[2025-06-30]	SOLE	43,980	43,980
Rareview Capital LLC	[2025-06-30]	SOLE	42,545	42,545
Royal Bank of Canada	[2025-06-30]	DFND	38,497	38,497
Wells Fargo & Company/MN	[2025-06-30]	DFND	0	28,692
Stonegate Investment Group LLC	[2025-06-30]	SOLE	0	20,726
Tactive Advisors LLC	[2025-06-30]	SOLE	20,179	20,179
Commonwealth Equity Services LLC	[2025-06-30]	SOLE	0	20,117
Apollon Wealth Management LLC	[2025-06-30]	SOLE	0	19,457
Levin Capital Strategies LP	[2025-06-30]	OTR	0	18,206
Bank of America Corp /DE/	[2025-06-30]	DFND	910	17,281
Shufro Rose & Co LLC	[2025-06-30]	SOLE	0	14,928
Cetera Investment Advisers	[2025-06-30]	SOLE	0	14,766
Westmount Partners LLC	[2025-06-30]	SOLE	13,000	13,000
QSV Equity Investors LLC	[2025-06-30]	SOLE	0	11,744
Advisory Services Network LLC	[2025-06-30]	SOLE	11,721	11,721
Prev | Page 4 | 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": 152134898, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

221228995