Search
⚲

Message
Happy Holidays!! thanks for using AUM13F!!

Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Morgan Stanley	[2025-06-30]	DFND	0	401,185
Bulldog Investors LLP	[2025-06-30]	SOLE	370,896	370,896
Saba Capital Management LP	[2025-06-30]	SOLE	277,511	361,704
Riverbridge Partners LLC	[2025-06-30]	SOLE	141,372	141,372
JW Cole Advisors Inc	[2025-06-30]	SOLE	0	98,453
Osaic Holdings Inc	[2025-06-30]	DFND	0	61,752
Robinson Capital Management LLC	[2025-06-30]	SOLE	0	46,088
Raymond James Financial Inc	[2025-06-30]	DFND	0	43,797
First Trust Advisors LP	[2025-06-30]	SOLE	34,710	34,710
UBS Group AG	[2025-06-30]	DFND	23,735	26,069
Cetera Investment Advisers	[2025-06-30]	SOLE	0	23,156
Seacrest Wealth Management LLC	[2025-06-30]	SOLE	0	19,131
RFG Advisory LLC	[2025-06-30]	SOLE	0	18,074
Clear Creek Financial Management LLC	[2025-06-30]	SOLE	16,875	16,875
Great Valley Advisor Group Inc	[2025-06-30]	SOLE	0	16,000
Private Advisor Group LLC	[2025-06-30]	SOLE	0	14,225
Uhlmann Price Securities LLC	[2025-06-30]	SOLE	12,601	12,601
Baird Financial Group, Inc.	[2025-06-30]	DFND	11,699	11,699
Blue Bell Private Wealth Management LLC	[2025-06-30]	SOLE	5,359	5,897
Investors Research Corp	[2025-06-30]	SOLE	0	2,500
Glass Jacobson Investment Advisors LLC	[2025-06-30]	SOLE	0	1,420
Sa Mason LLC	[2025-06-30]	SOLE	1,041	1,041
TD Waterhouse Canada Inc.	[2025-06-30]	DFND	1,000	1,000
Kozak & Associates, Inc.	[2025-06-30]	SOLE	976	976
Marshall & Sterling Wealth Advisors Inc	[2025-06-30]	SOLE	0	115
Concourse Financial Group Securities Inc	[2025-06-30]	SOLE	0	0
Wells Fargo & Company/MN	[2025-06-30]	DFND	0	0
Prev | Page 3 | 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": 151923659, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

220539589