Due Diligence for Asset Managers
You have viewed 10 of the 10 daily limit Subscribe for $29/month to gain full access Sign Up

Search
⚲

Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Hennion & Walsh Asset Management Inc	[2026-06-30]	SOLE	54,630	54,630
Y-Intercept Hong Kong Ltd	[2026-06-30]	SOLE	28,545	28,545
Handelsbanken Fonder AB	[2026-06-30]	SOLE	0	19,500
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	[2026-06-30]	SOLE	17,618	17,618
Fifth Third Wealth Advisors LLC	[2026-06-30]	SOLE	8,782	8,782
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	2,819
Spire Wealth Management	[2026-06-30]	SOLE	0	133
Trust Co of Toledo NA /OH/	[2026-06-30]	SOLE	100	100
Physician Wealth Advisors Inc	[2026-06-30]	SOLE	0	47
Capital Advisors Ltd LLC	[2026-06-30]	SOLE	0	3
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": 219293236, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 52, "random_n": 9.13722407694809}

False

329248600