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
Canoe Financial LP	[2026-06-30]	SOLE	598,860	598,860
Dudley & Shanley Inc	[2026-06-30]	SOLE	454,640	454,640
Douglas Lane & Associates LLC	[2026-06-30]	SOLE	11,385	406,514
Addenda Capital Inc	[2026-06-30]	SOLE	376,957	376,957
Intact Investment Management Inc	[2026-06-30]	SOLE	130,290	174,590
Perpetual Ltd	[2026-06-30]	DFND	167,117	167,117
PKO Investment Management Joint-Stock Co	[2026-06-30]	SOLE	150,476	150,476
Cidel Asset Management Inc	[2026-06-30]	SOLE	137,538	137,538
CWA Asset Management Group LLC	[2026-06-30]	SOLE	108	124,002
Hendley & Co Inc	[2026-06-30]	SOLE	0	101,238
Seabridge Investment Advisors LLC	[2026-06-30]	SOLE	73,629	73,629
Enclave Advisors LLC	[2026-06-30]	SOLE	0	66,000
Avanza Fonder AB	[2026-06-30]	SOLE	65,423	65,423
Prospera Financial Services Inc	[2026-06-30]	SOLE	0	60,498
PensionDanmark Pensionsforsikringsaktieselskab	[2026-06-30]	SOLE	0	52,985
Y-Intercept Hong Kong Ltd	[2026-06-30]	SOLE	51,756	51,756
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	1,468	42,953
Plancorp LLC	[2026-06-30]	SOLE	0	38,353
Towarzystwo Funduszy Inwestycyjnych Allianz Polska SA	[2026-06-30]	SOLE	35,610	35,610
Viewpoint Investment Partners Corp	[2026-06-30]	SOLE	29,663	29,663
Trust Co of Toledo NA /OH/	[2026-06-30]	SOLE	9,000	27,425
TCFG Investment Advisors LLC	[2026-06-30]	SOLE	0	25,921
Davenport & Company LLC	[2026-06-30]	SOLE	15,431	24,115
ASR Vermogensbeheer NV	[2026-06-30]	DFND	23,894	23,894
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	22,204
Sapient Capital LLC	[2026-06-30]	SOLE	20,876	20,876
Assenagon Asset Management SA	[2026-06-30]	SOLE	20,587	20,587
Value Partners Investments Inc	[2026-06-30]	SOLE	19,261	19,261
Generali Investments CEE investicni spolecnost as	[2026-06-30]	SOLE	17,048	17,048
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	16,370	16,370
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