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

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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Intact Investment Management Inc	[2026-06-30]	SOLE	1,015,860	1,015,860
Viewpoint Investment Partners Corp	[2026-06-30]	SOLE	159,522	159,522
Ausbil Investment Management Ltd	[2026-06-30]	SOLE	92,771	92,771
Steadtrust LLC	[2026-06-30]	SOLE	200	33,920
SL Advisors LLC	[2026-06-30]	SOLE	0	21,224
Cardinal Point Capital Management ULC	[2026-06-30]	SOLE	0	19,307
Seacrest Wealth Management LLC	[2026-06-30]	SOLE	0	16,657
Spirit of America Management Corp/Ny	[2026-06-30]	SOLE	0	13,765
Viking Fund Management LLC	[2026-06-30]	SOLE	12,000	12,000
Lipe & Dalton	[2026-06-30]	SOLE	0	9,844
Y-Intercept Hong Kong Ltd	[2026-06-30]	SOLE	8,847	8,847
Cidel Asset Management Inc	[2026-06-30]	SOLE	7,429	7,429
Tectonic Advisors LLC	[2026-06-30]	OTR	0	7,272
PensionDanmark Pensionsforsikringsaktieselskab	[2026-06-30]	SOLE	0	5,882
Manitou Investment Management Ltd	[2026-06-30]	SOLE	1,700	1,700
Roxbury Financial LLC	[2026-06-30]	SOLE	0	1,126
City Holding Co	[2026-06-30]	SOLE	1,000	1,000
IFP Advisors LLC	[2026-06-30]	SOLE	811	811
Physician Wealth Advisors Inc	[2026-06-30]	SOLE	0	715
Eastern Bank	[2026-06-30]	DFND	0	700
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	324
Olistico Wealth LLC	[2026-06-30]	SOLE	280	280
Aventura Private Wealth LLC	[2026-06-30]	SOLE	246	246
Pacifica Partners Inc	[2026-06-30]	DFND	225	225
Jones Collombin Investment Counsel Inc	[2026-06-30]	SOLE	205	205
Spire Wealth Management	[2026-06-30]	SOLE	0	200
Tectonic Advisors LLC	[2026-06-30]	SOLE	0	175
1620 Investment Advisors Inc	[2026-06-30]	SOLE	160	160
MassMutual Private Wealth & Trust FSB	[2026-06-30]	SOLE	141	141
Versant Capital Management Inc	[2026-06-30]	SOLE	141	141
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