Search
⚲

Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Morgan Stanley	[2025-06-30]	DFND	2,262	791,444
UBS Group AG	[2025-06-30]	DFND	12,068	364,208
Guggenheim Capital LLC	[2025-06-30]	DFND	0	293,623
Invesco Ltd.	[2025-06-30]	DFND	0	190,660
Baldwin Wealth Partners LLC/MA	[2025-06-30]	SOLE	155,034	170,354
Raymond James Financial Inc	[2025-06-30]	DFND	0	146,595
Shaker Financial Services LLC	[2025-06-30]	SOLE	86,415	87,569
LPL Financial LLC	[2025-06-30]	SOLE	0	80,087
Kestra Private Wealth Services LLC	[2025-06-30]	SOLE	0	75,243
Royal Bank of Canada	[2025-06-30]	DFND	67,262	67,262
Merit Financial Group LLC	[2025-06-30]	SOLE	0	62,247
SIT Investment Associates Inc	[2025-06-30]	SOLE	0	49,132
Harbour Investments Inc	[2025-06-30]	SOLE	0	46,854
Osaic Holdings Inc	[2025-06-30]	DFND	0	44,337
Kestra Advisory Services LLC	[2025-06-30]	SOLE	0	41,782
CornerStone Advisory LLC	[2025-06-30]	SOLE	0	41,510
Gridiron Partners LLC	[2025-06-30]	SOLE	40,295	40,295
Truist Financial Corp	[2025-06-30]	DFND	0	33,495
Bank of America Corp /DE/	[2025-06-30]	DFND	275	31,928
Wells Fargo & Company/MN	[2025-06-30]	DFND	1	31,686
Wealthbridge Capital Management LLC	[2025-06-30]	SOLE	0	25,375
Wolverine Asset Management LLC	[2025-06-30]	DFND	25,108	25,108
Daymark Wealth Partners LLC	[2025-06-30]	SOLE	24,700	24,700
Pettinga Financial Advisors LLC	[2025-06-30]	SOLE	0	23,672
Envestnet Asset Management Inc	[2025-06-30]	SOLE	19,375	19,375
Ameriprise Financial Inc	[2025-06-30]	DFND	0	16,442
Physician Wealth Advisors Inc	[2025-06-30]	SOLE	0	14,833
Readystate Asset Management LP	[2025-06-30]	SOLE	14,273	14,273
Blue Oak Capital LLC	[2025-06-30]	SOLE	0	14,199
DAVENPORT & Co LLC	[2025-06-30]	SOLE	11,540	13,790
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", "update_card": "/update-card"}

{"uid": 162429127, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

236231562