Search
⚲

Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Bank of America Corp /DE/	[2025-06-30]	DFND	275	1,378,577
Morgan Stanley	[2025-06-30]	DFND	121	1,276,359
Guggenheim Capital LLC	[2025-06-30]	DFND	0	819,583
Wells Fargo & Company/MN	[2025-06-30]	DFND	1	657,406
Raymond James Financial Inc	[2025-06-30]	DFND	0	651,652
Invesco Ltd.	[2025-06-30]	DFND	0	562,802
Advisors Asset Management Inc	[2025-06-30]	SOLE	399,316	399,316
LPL Financial LLC	[2025-06-30]	SOLE	0	382,327
UBS Group AG	[2025-06-30]	DFND	13,062	322,104
Royal Bank of Canada	[2025-06-30]	DFND	295,824	295,824
Rockefeller Capital Management L.P.	[2025-06-30]	DFND	208,750	208,750
Concurrent Investment Advisors LLC	[2025-06-30]	SOLE	201,832	201,832
Osaic Holdings Inc	[2025-06-30]	DFND	0	194,560
Cohen & Steers Inc	[2025-06-30]	SOLE	171,355	171,355
Chung Wu Investment Group LLC	[2025-06-30]	SOLE	0	165,230
Cetera Investment Advisers	[2025-06-30]	SOLE	0	159,684
JBR Co Financial Management Inc	[2025-06-30]	SOLE	136,543	136,543
Larson Financial Group LLC	[2025-06-30]	SOLE	0	134,709
Ameriprise Financial Inc	[2025-06-30]	DFND	0	113,352
Sunbelt Securities Inc	[2025-06-30]	SOLE	107,219	107,220
Roman Butler Fullerton & Co	[2025-06-30]	SOLE	0	78,383
Stifel Financial Corp	[2025-06-30]	DFND	54,952	54,952
Global Assets Advisory LLC	[2025-06-30]	SOLE	0	51,544
Shaker Financial Services LLC	[2025-06-30]	SOLE	49,165	49,165
Steward Partners Investment Advisory LLC	[2025-06-30]	SOLE	0	48,971
Kestra Advisory Services LLC	[2025-06-30]	SOLE	0	48,102
Private Advisor Group LLC	[2025-06-30]	SOLE	0	40,958
TBH Global Asset Management LLC	[2025-06-30]	SOLE	40,574	40,574
Cambridge Investment Research Advisors Inc	[2025-06-30]	SOLE	0	39,818
Stratos Wealth Partners Ltd	[2025-06-30]	SOLE	0	38,781
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": 161488525, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

234287773