Search
⚲

Message
Happy Holidays!! thanks for using AUM13F!!

Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Rockefeller Capital Management L.P.	[2025-06-30]	DFND	1,681,456	1,681,456
UBS Group AG	[2025-06-30]	DFND	165,766	787,480
Stifel Financial Corp	[2025-06-30]	DFND	686,174	717,134
Wells Fargo & Company/MN	[2025-06-30]	DFND	2	386,316
Absolute Investment Advisers LLC	[2025-06-30]	SOLE	336,452	336,452
Pathstone Holdings, LLC	[2025-06-30]	DFND	331,747	331,747
Thomas J Herzfeld Advisors Inc	[2025-06-30]	SOLE	303,069	303,069
Royal Bank of Canada	[2025-06-30]	DFND	284,101	284,101
Karpus Management Inc	[2025-06-30]	SOLE	278,326	278,326
Robinson Capital Management LLC	[2025-06-30]	SOLE	0	278,179
Atlas Wealth LLC	[2025-06-30]	SOLE	0	241,097
Morgan Stanley	[2025-06-30]	DFND	8,544	228,801
Envestnet Asset Management Inc	[2025-06-30]	SOLE	168,709	168,709
Oppenheimer & Co Inc	[2025-06-30]	SOLE	167,634	167,634
Quarry LP	[2025-06-30]	OTR	0	129,549
Riverbridge Partners LLC	[2025-06-30]	SOLE	111,321	111,321
Wedbush Securities Inc	[2025-06-30]	SOLE	0	88,337
US Capital Wealth Advisors LLC	[2025-06-30]	SOLE	0	56,593
Matisse Capital	[2025-06-30]	SOLE	49,190	49,190
Private Advisor Group LLC	[2025-06-30]	SOLE	0	48,696
IFC Advisors LLC	[2025-06-30]	SOLE	44,480	44,480
Concurrent Investment Advisors LLC	[2025-06-30]	SOLE	42,220	42,220
Corient Private Wealth LLC	[2025-06-30]	SOLE	35,589	35,589
Mathes Company, Inc.	[2025-06-30]	SOLE	34,000	34,000
Truist Financial Corp	[2025-06-30]	DFND	0	30,866
Carnegie Investment Counsel	[2025-06-30]	SOLE	30,000	30,000
Choreo LLC	[2025-06-30]	SOLE	0	28,664
River Street Advisors LLC	[2025-06-30]	SOLE	0	28,566
Wolverine Asset Management LLC	[2025-06-30]	DFND	24,565	24,565
PFG Investments LLC	[2025-06-30]	SOLE	0	24,295
Prev | Page 5 | 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": 151966657, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

220703639