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

Search
⚲

Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Wasatch Advisors LP	[2026-06-30]	SOLE	322,012	512,690
Congress Asset Management Co	[2026-06-30]	SOLE	119,770	127,910
Assenagon Asset Management SA	[2026-06-30]	SOLE	27,501	27,501
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	[2026-06-30]	SOLE	19,962	19,962
GHP Investment Advisors Inc	[2026-06-30]	SOLE	6,614	6,614
Global X Japan Co Ltd	[2026-06-30]	SOLE	3,312	3,312
Hennion & Walsh Asset Management Inc	[2026-06-30]	SOLE	2,736	2,736
Legal Advantage Investments Inc	[2026-06-30]	SOLE	0	1,500
Lifestyle Asset Management Inc	[2026-06-30]	SOLE	0	1,258
ASR Vermogensbeheer NV	[2026-06-30]	DFND	1,053	1,053
Integrated Financial Solutions Inc	[2026-06-30]	SOLE	0	905
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	875
Ballentine Partners LLC	[2026-06-30]	OTR	0	817
	[2026-06-30]	SOLE	0	800
Versant Capital Management Inc	[2026-06-30]	SOLE	723	723
Connecticut Capital Management Group LLC	[2026-06-30]	OTR	0	710
Burney CO/	[2026-06-30]	SOLE	0	690
Portside Wealth Group LLC	[2026-06-30]	OTR	0	499
Venturi Wealth Management LLC	[2026-06-30]	OTR	0	494
B Riley Wealth Advisors Inc	[2026-06-30]	SOLE	491	491
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	444
Portside Wealth Group LLC	[2026-06-30]	SOLE	0	429
Independent Financial Group LLC	[2026-06-30]	SOLE	0	421
Balefire LLC	[2026-06-30]	SOLE	0	371
IFP Advisors LLC	[2026-06-30]	SOLE	71	71
Cedar Mountain Advisors LLC	[2026-06-30]	SOLE	0	54
Corecap Advisors LLC	[2026-06-30]	SOLE	0	45
Gamma Investing LLC	[2026-06-30]	DFND	40	40
Physician Wealth Advisors Inc	[2026-06-30]	SOLE	0	38
Owl Creek Wealth Partners LLC	[2026-06-30]	SOLE	0	27
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", "stripe_subscribe": "/stripe-subscribe", "update_card": "/update-card"}

{"uid": 224077006, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 2, "random_n": 0.05406087298576945}

False

335463098