Search
⚲

Type	Result	AUM ($BB)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
T. Rowe Price Investment Management, Inc.	[2023-03-31]	SOLE	450,233.0	1,449,621.0
BlackRock Inc.	[2023-03-31]	SOLE	751,306.0	765,028.0
Vanguard Group Inc	[2023-03-31]	SOLE	0.0	563,339.0
Toth Financial Advisory Corp	[2023-03-31]	SOLE	43,022.0	434,943.0
Evermay Wealth Management LLC	[2023-03-31]	SOLE	0.0	332,087.0
Geode Capital Management LLC	[2023-03-31]	DFND	221,306.0	221,306.0
Elizabeth Park Capital Advisors Ltd	[2023-03-31]	SOLE	176,071.0	176,071.0
State Street Corp	[2023-03-31]	DFND	160,811.0	172,011.0
Brown Advisory Inc	[2023-03-31]	DFND	130,098.0	130,098.0
Northern Trust Corp	[2023-03-31]	DFND	478.0	92,330.0
Bank of America Corp /DE/	[2023-03-31]	DFND	57,117.0	77,391.0
Cresset Asset Management LLC	[2023-03-31]	SOLE	75,234.0	75,234.0
Meridian Financial Partners LLC	[2023-03-31]	SOLE	0.0	71,707.0
CIBC Private Wealth Group, LLC	[2023-03-31]	DFND	41,212.0	41,212.0
Bank of New York Mellon Corp	[2023-03-31]	DFND	35,704.0	40,563.0
Laidlaw Wealth Management LLC	[2023-03-31]	SOLE	0.0	33,971.0
First Trust Advisors LP	[2023-03-31]	SOLE	5,882.0	30,782.0
Charles Schwab Investment Management Inc	[2023-03-31]	SOLE	30,754.0	30,754.0
Nuveen Asset Management LLC	[2023-03-31]	DFND	26,753.0	26,753.0
Patton Albertson Miller Group LLC	[2023-03-31]	SOLE	18,751.0	18,751.0
Madison Wealth Management	[2023-03-31]	SOLE	18,259.0	18,259.0
Royal Bank of Canada	[2023-03-31]	DFND	17,502.0	17,502.0
RhumbLine Advisers	[2023-03-31]	SOLE	7,802.0	17,185.0
Mariner LLC	[2023-03-31]	SOLE	16,003.0	16,471.0
UBS Group AG	[2023-03-31]	DFND	0.0	13,344.0
Lincoln National Corp	[2023-03-31]	SOLE	0.0	11,585.0
Morgan Stanley	[2023-03-31]	DFND	9,679.0	10,597.0
Vanguard Group Inc	[2023-03-31]	DFND	0.0	10,153.0
Cambridge Investment Research Advisors Inc	[2023-03-31]	SOLE	0.0	9,842.0
Mesirow Financial Investment Management Inc	[2023-03-31]	SOLE	9,399.0	9,399.0
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": 121920616, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

165722542