Search
⚲

Message
Happy Holidays!! thanks for using AUM13F!!

Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Morgan Stanley	[2025-06-30]	DFND	15,438	3,156,348
Kennedy Investment Group	[2025-06-30]	SOLE	0	1,155,633
RiverNorth Capital Management LLC	[2025-06-30]	SOLE	1,105,468	1,105,468
Royal Bank of Canada	[2025-06-30]	DFND	710,172	728,726
Huntleigh Advisors Inc	[2025-06-30]	SOLE	605,827	605,827
Punch & Associates Investment Management Inc	[2025-06-30]	SOLE	0	558,705
City of London Investment Management Co Ltd	[2025-06-30]	SOLE	493,598	493,598
DA Davidson & Co	[2025-06-30]	SOLE	413,536	413,536
Winebrenner Capital Management LLC	[2025-06-30]	SOLE	0	341,141
LPL Financial LLC	[2025-06-30]	SOLE	0	264,027
Newedge Advisors LLC	[2025-06-30]	SOLE	0	260,955
Osaic Holdings Inc	[2025-06-30]	DFND	0	209,488
Narwhal Capital Management	[2025-06-30]	SOLE	0	209,151
Cambridge Investment Research Advisors Inc	[2025-06-30]	SOLE	0	164,432
ODER Investment Management LLC	[2025-06-30]	SOLE	156,767	156,767
1607 Capital Partners LLC	[2025-06-30]	SOLE	152,682	152,682
Kestra Advisory Services LLC	[2025-06-30]	SOLE	0	140,119
Wedbush Securities Inc	[2025-06-30]	SOLE	0	126,984
TFB Advisors LLC	[2025-06-30]	SOLE	0	110,636
Integrated Wealth Concepts LLC	[2025-06-30]	SOLE	0	109,946
Concurrent Investment Advisors LLC	[2025-06-30]	SOLE	107,885	107,885
Private Advisory Group LLC	[2025-06-30]	OTR	98,711	101,522
Shaker Financial Services LLC	[2025-06-30]	SOLE	90,946	93,043
Transcend Capital Advisors LLC	[2025-06-30]	SOLE	85,292	85,293
Stifel Financial Corp	[2025-06-30]	DFND	81,822	82,322
Oppenheimer & Co Inc	[2025-06-30]	SOLE	79,592	79,592
UBS Group AG	[2025-06-30]	DFND	658	74,318
Bullseye Investment Management LLC	[2025-06-30]	SOLE	0	72,041
Kovitz Investment Group Partners LLC	[2025-06-30]	SOLE	71,971	71,971
Insight Advisors, LLC/ PA	[2025-06-30]	SOLE	0	62,825
Prev | Page 2 | 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": 151909461, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

220469735