Search
⚲

Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Bandera Partners LLC	[2025-06-30]	OTR	0	2,857,936
JCP Investment Management LLC	[2025-06-30]	SOLE	876,059	876,059
First Foundation Advisors	[2025-06-30]	DFND	427,838	427,838
Brooklands Fund Management Ltd	[2025-06-30]	SOLE	205,717	205,717
Vanguard Group Inc	[2025-06-30]	SOLE	0	123,567
Money Concepts Capital Corp	[2025-06-30]	SOLE	0	82,034
First Foundation Advisors	[2025-06-30]	SOLE	48,338	54,318
Values First Advisors Inc	[2025-06-30]	SOLE	0	53,891
George Kaiser Family Foundation	[2025-06-30]	OTR	0	41,143
Royal Bank of Canada	[2025-06-30]	DFND	0	34,000
Geode Capital Management LLC	[2025-06-30]	DFND	33,458	33,458
Dimensional Fund Advisors LP	[2025-06-30]	SOLE	25,193	25,193
UBS Group AG	[2025-06-30]	DFND	21,682	21,682
Citadel Advisors LLC	[2025-06-30]	DFND	14,894	14,894
James Investment Research Inc	[2025-06-30]	SOLE	12,573	12,573
Newedge Advisors LLC	[2025-06-30]	SOLE	12,573	12,573
Renaissance Technologies LLC	[2025-06-30]	SOLE	12,100	12,100
State Street Corp	[2025-06-30]	DFND	12,057	12,057
Raymond James Financial Inc	[2025-06-30]	DFND	0	10,078
Tower Research Capital LLC (TRC)	[2025-06-30]	DFND	1,786	1,786
Dimensional Fund Advisors LP	[2025-06-30]	DFND	0	1,752
Osaic Holdings Inc	[2025-06-30]	DFND	0	300
SouthState Corp	[2025-06-30]	DFND	146	146
FMR LLC	[2025-06-30]	DFND	0	67
Bank of America Corp /DE/	[2025-06-30]	DFND	0	37
Morgan Stanley	[2025-06-30]	DFND	7	7
Caldwell Sutter Capital Inc	[2025-06-30]	SOLE	0	2
Wells Fargo & Company/MN	[2025-06-30]	DFND	1	1
Concourse Financial Group Securities Inc	[2025-06-30]	SOLE	0	0
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", "update_card": "/update-card"}

{"uid": 161537695, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

234408333