Search
⚲

Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Vanguard Group Inc	[2025-06-30]	SOLE	0	267,645
Aegis Financial Corp	[2025-06-30]	SOLE	141,353	141,353
Renaissance Technologies LLC	[2025-06-30]	SOLE	93,788	93,788
Allworth Financial LP	[2025-06-30]	SOLE	0	81,380
Redhawk Wealth Advisors Inc	[2025-06-30]	SOLE	0	68,600
Perigon Wealth Management LLC	[2025-06-30]	SOLE	0	63,798
Geode Capital Management LLC	[2025-06-30]	DFND	51,894	51,894
Dimensional Fund Advisors LP	[2025-06-30]	SOLE	33,229	48,129
Truffle Hound Capital LLC	[2025-06-30]	SOLE	44,131	44,131
Navellier & Associates Inc	[2025-06-30]	SOLE	0	42,758
Northern Trust Corp	[2025-06-30]	DFND	33,176	33,176
Bridgeway Capital Management LLC	[2025-06-30]	SOLE	17,060	17,060
Evergreen Capital Management LLC	[2025-06-30]	SOLE	15,071	15,071
Quinn Opportunity Partners LLC	[2025-06-30]	SOLE	14,917	14,917
Dimensional Fund Advisors LP	[2025-06-30]	DFND	0	14,599
Net Worth Advisory Group	[2025-06-30]	SOLE	0	13,913
Susquehanna International Group LLP	[2025-06-30]	OTR	12,734	12,734
BlackRock, Inc.	[2025-06-30]	SOLE	12,082	12,082
Heron Bay Capital Management	[2025-06-30]	SOLE	0	10,414
Bank of America Corp /DE/	[2025-06-30]	DFND	0	10,256
Cambridge Investment Research Advisors Inc	[2025-06-30]	SOLE	0	10,062
Empowered Funds LLC	[2025-06-30]	OTR	10,060	10,060
Wells Fargo & Company/MN	[2025-06-30]	DFND	1	751
Caldwell Sutter Capital Inc	[2025-06-30]	SOLE	0	505
Jones Financial Companies LLLP	[2025-06-30]	SOLE	0	297
Clarity Asset Management Inc	[2025-06-30]	SOLE	0	68
Capital Advisors Ltd LLC	[2025-06-30]	SOLE	0	54
Morgan Stanley	[2025-06-30]	DFND	1	1
Concourse Financial Group Securities Inc	[2025-06-30]	SOLE	0	0
Prev | Page 8 | 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": 165344686, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

241214508