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Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Koch, Inc.	[2025-06-30]	SOLE	12,181,352	12,181,352
Bank of America Corp /DE/	[2025-06-30]	DFND	4,553,497	4,596,731
Merit Financial Group LLC	[2025-06-30]	SOLE	0	1,738,174
Sage Mountain Advisors LLC	[2025-06-30]	SOLE	0	930,426
Requisite Capital Management LLC	[2025-06-30]	SOLE	0	842,721
Corient Private Wealth LLC	[2025-06-30]	SOLE	30,424	537,571
Keebeck Wealth Management	[2025-06-30]	SOLE	402,400	402,400
Callodine Capital Management LP	[2025-06-30]	SOLE	337,730	337,730
Renaissance Technologies LLC	[2025-06-30]	SOLE	294,500	294,500
UBS Group AG	[2025-06-30]	DFND	219,127	236,127
Franklin Resources Inc	[2025-06-30]	DFND	223,657	223,657
Pathstone Holdings, LLC	[2025-06-30]	SOLE	0	202,873
HB Wealth Management LLC	[2025-06-30]	SOLE	196,671	196,671
Morgan Stanley	[2025-06-30]	DFND	42,782	165,415
Centric Wealth Management	[2025-06-30]	SOLE	0	161,669
Cerity Partners LLC	[2025-06-30]	SOLE	373	143,100
Millennium Management LLC	[2025-06-30]	SOLE	134,419	134,419
Equitec Proprietary Markets LLC	[2025-06-30]	SOLE	121,998	121,998
Cresset Asset Management LLC	[2025-06-30]	SOLE	93,542	93,542
MAI Capital Management	[2025-06-30]	SOLE	0	87,880
Inscription Capital LLC	[2025-06-30]	SOLE	0	81,132
Wells Fargo & Company/MN	[2025-06-30]	DFND	0	71,502
Accelerate Investment Advisors LLC	[2025-06-30]	SOLE	0	62,743
Invesco Ltd.	[2025-06-30]	DFND	0	45,063
Goldman Sachs Group Inc	[2025-06-30]	DFND	43,915	43,915
Magnus Financial Group LLC	[2025-06-30]	SOLE	0	40,861
Accredited Investors Inc	[2025-06-30]	SOLE	40,756	40,756
Apollon Wealth Management LLC	[2025-06-30]	SOLE	0	36,354
Brown Advisory Inc	[2025-06-30]	DFND	0	35,901
Confluence Investment Management LLC	[2025-06-30]	DFND	0	35,000
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