Due Diligence for Asset Managers
Analyze the public filings of asset managers Dive into the EDGAR, IAPD, CAFR source data

Search
⚲

Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Penn Davis McFarland Inc	[2026-06-30]	SOLE	489,575	489,575
Thomasville National Bank	[2026-06-30]	SOLE	432,378	432,658
ABC Arbitrage Sa	[2026-06-30]	OTR	0	378,254
QRG Capital Management Inc	[2026-06-30]	SOLE	222,107	222,107
Douglas Lane & Associates LLC	[2026-06-30]	SOLE	0	220,896
Davenport & Company LLC	[2026-06-30]	SOLE	134,776	212,240
Sapient Capital LLC	[2026-06-30]	SOLE	210,264	210,264
Allied Investment Advisors LLC	[2026-06-30]	SOLE	204,343	204,343
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	181,261	181,261
Viking Fund Management LLC	[2026-06-30]	SOLE	172,000	172,000
Eldred Rock Partners LLC	[2026-06-30]	SOLE	100,764	163,231
Wedge Capital Management L L P/NC	[2026-06-30]	SOLE	105,654	148,990
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	5,952	147,976
Woodstock Corp	[2026-06-30]	SOLE	145,595	146,785
Prospera Financial Services Inc	[2026-06-30]	SOLE	0	130,663
Cohen Klingenstein LLC	[2026-06-30]	SOLE	126,578	126,578
Augustine Asset Management Inc	[2026-06-30]	SOLE	110,138	110,138
Eastover Investment Advisors LLC	[2026-06-30]	SOLE	0	99,175
Hennessy Advisors Inc	[2026-06-30]	SOLE	79,700	79,700
Gradient Investments LLC	[2026-06-30]	SOLE	0	73,110
Weatherly Asset Management L P	[2026-06-30]	SOLE	66,862	66,862
Advocate Group LLC	[2026-06-30]	SOLE	0	63,858
LDIC Inc	[2026-06-30]	SOLE	63,844	63,844
Gilman Hill Asset Management LLC	[2026-06-30]	SOLE	63,594	63,594
YHB Investment Advisors Inc	[2026-06-30]	SOLE	58,664	58,664
Archford Capital Strategies LLC	[2026-06-30]	SOLE	57,122	57,122
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	56,931
Y-Intercept Hong Kong Ltd	[2026-06-30]	SOLE	52,914	52,914
Cary Street Partners Financial LLC	[2026-06-30]	DFND	43,712	51,484
HF Advisory Group LLC	[2026-06-30]	SOLE	0	48,113
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": 218431324, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 4, "random_n": 1.7495410825490447}

False

327979587