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
Cardinal Capital Management Inc	[2026-06-30]	SOLE	2,553,583	2,553,583
Addenda Capital Inc	[2026-06-30]	SOLE	848,757	848,757
Viking Fund Management LLC	[2026-06-30]	SOLE	450,000	450,000
Hennessy Advisors Inc	[2026-06-30]	SOLE	417,800	417,800
Cardinal Point Capital Management ULC	[2026-06-30]	SOLE	0	252,072
Intact Investment Management Inc	[2026-06-30]	SOLE	184,364	249,169
Bell Bank	[2026-06-30]	SOLE	184,828	184,828
PensionDanmark Pensionsforsikringsaktieselskab	[2026-06-30]	SOLE	0	102,988
Davenport & Company LLC	[2026-06-30]	SOLE	82,359	85,222
HF Advisory Group LLC	[2026-06-30]	SOLE	0	81,661
ASR Vermogensbeheer NV	[2026-06-30]	DFND	63,724	63,724
Union Bancaire Privee UBP SA	[2026-06-30]	DFND	30,034	60,068
First Bank & Trust	[2026-06-30]	SOLE	59,109	59,780
MassMutual Private Wealth & Trust FSB	[2026-06-30]	SOLE	50,995	50,995
Valicenti Advisory Services Inc	[2026-06-30]	SOLE	0	49,615
Benedict Financial Advisors Inc	[2026-06-30]	SOLE	48,669	48,669
Spirit of America Management Corp/Ny	[2026-06-30]	SOLE	0	48,078
Viewpoint Investment Partners Corp	[2026-06-30]	SOLE	36,357	36,357
Tectonic Advisors LLC	[2026-06-30]	OTR	0	34,051
Fulton Bank NA	[2026-06-30]	SOLE	32,807	32,807
Assenagon Asset Management SA	[2026-06-30]	SOLE	26,960	26,960
Burney CO/	[2026-06-30]	SOLE	0	25,709
Royal Fund Management LLC	[2026-06-30]	SOLE	25,046	25,046
SL Advisors LLC	[2026-06-30]	SOLE	0	24,562
Envestnet Portfolio Solutions Inc	[2026-06-30]	SOLE	22,946	22,946
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	21,528	21,528
Cidel Asset Management Inc	[2026-06-30]	SOLE	21,426	21,426
Stableford Capital II LLC	[2026-06-30]	SOLE	15,733	20,719
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	20,399
Ardsley Advisory Partners LP	[2026-06-30]	SOLE	20,000	20,000
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