Due Diligence for Asset Managers
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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Exane Asset Management	[2026-06-30]	SOLE	368,047	368,047
Cooper Investors PTY Ltd	[2026-06-30]	SOLE	69	129,165
Ausbil Investment Management Ltd	[2026-06-30]	SOLE	91,695	91,695
Louisiana State Employees Retirement System	[2026-06-30]	SOLE	47,300	47,300
Assenagon Asset Management SA	[2026-06-30]	SOLE	46,351	46,351
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	23,744	23,744
Versant Capital Management Inc	[2026-06-30]	SOLE	9,542	9,542
Red Spruce Capital LLC	[2026-06-30]	SOLE	0	6,726
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	5,623	5,623
Venturi Wealth Management LLC	[2026-06-30]	OTR	0	5,600
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	328	3,884
Merit Financial Group LLC	[2026-06-30]	OTR	0	3,694
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	831
Owl Creek Wealth Partners LLC	[2026-06-30]	SOLE	0	687
True Wealth Design LLC	[2026-06-30]	SOLE	0	468
Elevation Wealth Partners LLC	[2026-06-30]	SOLE	0	253
Merit Financial Group LLC	[2026-06-30]	SOLE	0	213
Gamma Investing LLC	[2026-06-30]	DFND	163	163
JFS Wealth Advisors LLC	[2026-06-30]	SOLE	0	92
Dogwood Wealth Management LLC	[2026-06-30]	SOLE	31	31
Independence Bank of Kentucky	[2026-06-30]	SOLE	25	25
Physician Wealth Advisors Inc	[2026-06-30]	SOLE	0	11
MassMutual Private Wealth & Trust FSB	[2026-06-30]	SOLE	7	7
LRI Investments LLC	[2026-06-30]	SOLE	6	6
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