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
Simplify Asset Management Inc	[2026-06-30]	SOLE	504,918	504,918
JIA Investment Alliance PTE Ltd	[2026-06-30]	SOLE	426,700	426,700
ABC Arbitrage Sa	[2026-06-30]	OTR	0	369,120
Oak Family Advisors LLC	[2026-06-30]	SOLE	56,750	340,656
Prospera Financial Services Inc	[2026-06-30]	SOLE	0	308,903
Schmeidler A R & Co Inc	[2026-06-30]	SOLE	12,733	288,970
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	16,708	273,989
Viking Fund Management LLC	[2026-06-30]	SOLE	270,000	270,000
Old National Bancorp /IN/	[2026-06-30]	SOLE	247,459	250,230
QRG Capital Management Inc	[2026-06-30]	SOLE	175,187	175,187
Eldred Rock Partners LLC	[2026-06-30]	SOLE	100,903	163,661
Beacon Investment Advisory Services Inc	[2026-06-30]	SOLE	54,443	145,810
Altrafin AG	[2026-06-30]	SOLE	0	139,963
San Luis Wealth Advisors LLC	[2026-06-30]	SOLE	63	132,993
Eastern Bank	[2026-06-30]	SOLE	121,795	121,795
Martin Capital Partners LLC	[2026-06-30]	SOLE	101,403	120,258
Grimes & Company Inc	[2026-06-30]	SOLE	104,336	104,830
Smithbridge Asset Management Inc/DE	[2026-06-30]	SOLE	0	102,069
Y-Intercept Hong Kong Ltd	[2026-06-30]	SOLE	86,018	86,018
Eastover Investment Advisors LLC	[2026-06-30]	SOLE	0	84,893
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	83,020
Davenport & Company LLC	[2026-06-30]	SOLE	46,257	71,408
RFG Advisory LLC	[2026-06-30]	SOLE	140	66,135
Salem Investment Counselors Inc	[2026-06-30]	SOLE	14,849	61,839
Portside Wealth Group LLC	[2026-06-30]	SOLE	0	58,914
Henry James International Management Inc	[2026-06-30]	SOLE	56,781	56,781
Jones Collombin Investment Counsel Inc	[2026-06-30]	SOLE	56,139	56,139
Range Financial Group LLC	[2026-06-30]	SOLE	0	54,505
Carolina Wealth Advisors LLC	[2026-06-30]	SOLE	0	52,148
KMG Fiduciary Partners LLC	[2026-06-30]	SOLE	0	51,957
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