Search
⚲

Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Assenagon Asset Management SA	[2026-06-30]	SOLE	1,381,209	1,381,209
Hennessy Advisors Inc	[2026-06-30]	SOLE	669,000	669,000
ABC Arbitrage Sa	[2026-06-30]	OTR	0	301,838
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	47,869
Burns Matteson Capital Management LLC	[2026-06-30]	SOLE	37,795	37,795
LVW Advisors LLC	[2026-06-30]	SOLE	0	35,338
Ballentine Partners LLC	[2026-06-30]	OTR	0	26,622
QRG Capital Management Inc	[2026-06-30]	SOLE	22,504	22,504
Independent Financial Group LLC	[2026-06-30]	SOLE	0	17,200
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	12,845
Gamma Investing LLC	[2026-06-30]	DFND	11,632	11,632
Venturi Wealth Management LLC	[2026-06-30]	OTR	0	11,094
Generali Investments CEE investicni spolecnost as	[2026-06-30]	SOLE	9,000	9,000
Ramsey Quantitative Systems	[2026-06-30]	SOLE	6,900	6,900
JFS Wealth Advisors LLC	[2026-06-30]	SOLE	0	635
Physician Wealth Advisors Inc	[2026-06-30]	SOLE	0	252
True Wealth Design LLC	[2026-06-30]	SOLE	0	141
Elevation Wealth Partners LLC	[2026-06-30]	SOLE	0	132
Dogwood Wealth Management LLC	[2026-06-30]	SOLE	70	70
LRI Investments LLC	[2026-06-30]	SOLE	31	31
Abound Wealth Management	[2026-06-30]	SOLE	0	12
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": 221211236, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

331636081