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Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Lake Street Private Wealth LLC	[2025-06-30]	SOLE	686,650	686,650
Advisors Asset Management Inc	[2025-06-30]	SOLE	342,948	342,948
Almitas Capital LLC	[2025-06-30]	SOLE	338,368	338,368
Invesco Ltd.	[2025-06-30]	DFND	0	336,488
Saba Capital Management LP	[2025-06-30]	SOLE	284,856	319,614
Guggenheim Capital LLC	[2025-06-30]	DFND	0	224,400
Ethos Financial Group LLC	[2025-06-30]	SOLE	0	213,365
Bank of America Corp /DE/	[2025-06-30]	DFND	0	194,369
Clear Creek Financial Management LLC	[2025-06-30]	SOLE	173,155	173,155
Pathstone Holdings, LLC	[2025-06-30]	DFND	172,030	172,030
Kovitz Investment Group Partners LLC	[2025-06-30]	SOLE	140,725	144,085
Morgan Stanley	[2025-06-30]	DFND	0	132,658
SIT Investment Associates Inc	[2025-06-30]	SOLE	0	106,873
Royal Bank of Canada	[2025-06-30]	DFND	89,616	89,616
Virtus Investment Advisers, LLC	[2025-06-30]	OTR	0	79,711
CSS Llc/Il	[2025-06-30]	SOLE	73,012	73,012
Osaic Holdings Inc	[2025-06-30]	DFND	0	71,235
Absolute Investment Advisers LLC	[2025-06-30]	SOLE	71,220	71,220
Riverbridge Partners LLC	[2025-06-30]	SOLE	62,293	62,293
Captrust Financial Advisors	[2025-06-30]	SOLE	51,161	51,161
Fiera Capital Corp	[2025-06-30]	OTR	48,795	48,795
Balyasny Asset Management LP	[2025-06-30]	SOLE	45,406	45,406
Wells Fargo & Company/MN	[2025-06-30]	DFND	1	42,249
Cohen & Steers Inc	[2025-06-30]	SOLE	40,000	40,000
Logan Stone Capital LLC	[2025-06-30]	SOLE	37,707	37,707
Rothschild Investment LLC	[2025-06-30]	SOLE	0	24,800
UBS Group AG	[2025-06-30]	DFND	3,215	24,759
Cetera Investment Advisers	[2025-06-30]	SOLE	0	20,866
Quarry LP	[2025-06-30]	OTR	0	19,934
Melfa Wealth Management Inc	[2025-06-30]	SOLE	0	19,497
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