Due Diligence for Asset Managers
Analyze the public filings of asset managers Dive into the EDGAR, IAPD, CAFR source data

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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Ninety One UK Ltd	[2026-06-30]	SOLE	5,690,328	6,246,584
Ninety One North America Inc	[2026-06-30]	SOLE	331,279	486,008
Carrhae Capital LLP	[2026-06-30]	SOLE	295,420	306,577
Swedbank AB	[2026-06-30]	DFND	227,000	227,000
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	124,957	124,957
Ninety One SA PTY Ltd	[2026-06-30]	SOLE	65,954	70,256
Prospera Financial Services Inc	[2026-06-30]	SOLE	0	29,802
Range Financial Group LLC	[2026-06-30]	SOLE	0	14,937
Advisory Resource Group	[2026-06-30]	SOLE	0	11,774
Davenport & Company LLC	[2026-06-30]	SOLE	10,913	10,913
IAMS Wealth Management LLC	[2026-06-30]	SOLE	0	10,532
Generali Investments CEE investicni spolecnost as	[2026-06-30]	SOLE	10,151	10,151
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	9,834
QRG Capital Management Inc	[2026-06-30]	SOLE	9,468	9,468
Northeast Investment Management	[2026-06-30]	SOLE	9,100	9,100
Harbor Investment Advisory LLC	[2026-06-30]	SOLE	8,631	8,631
Intrack Investment Management Inc	[2026-06-30]	SOLE	1,737	7,349
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	6,797	6,797
Ballentine Partners LLC	[2026-06-30]	OTR	0	6,307
Legacy Wealth Asset Management LLC	[2026-06-30]	SOLE	5,910	5,910
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	40	5,264
TT International Asset Management Ltd	[2026-06-30]	SOLE	4,344	4,344
Hennion & Walsh Asset Management Inc	[2026-06-30]	SOLE	3,640	3,640
Willner & Heller LLC	[2026-06-30]	SOLE	3,078	3,078
Trust Point Inc	[2026-06-30]	SOLE	3,044	3,044
First Citizens Bank & Trust Co	[2026-06-30]	SOLE	2,852	2,852
Larry Mathis Financial Planning LLC	[2026-06-30]	SOLE	0	2,656
Mission Wealth Management LP	[2026-06-30]	SOLE	0	2,631
BSW Wealth Partners	[2026-06-30]	SOLE	0	2,512
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	2,505
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