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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 00162Q460

ALPS ETF TR

99 institutions · $200.5M total · 6,842,929 shares

#ManagerSharesValue% of TotalPeriod
1NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2,128,585$107.2M31.10%2025-12-31
2CIBC Private Wealth Group, LLC1,262,174$40.9M18.44%2025-12-31
3CIBC Bancorp USA Inc.830,927$26.5M12.14%2025-09-30
4CITIGROUP INC269,035$6.2M3.93%2025-03-31
5Wealthfront Advisers LLC94,918$3.1M1.38%2025-12-31
6GTS SECURITIES LLC58,740$1.9M0.85%2025-12-31
7GOLDMAN SACHS GROUP INC50,089$1.6M0.73%2025-09-30
8D. E. Shaw & Co., Inc.39,832$1.3M0.58%2025-12-31
9Focus Partners Wealth32,040$1.0M0.46%2025-12-31
10JANE STREET GROUP, LLC31,077$1.0M0.45%2025-12-31
11SUSQUEHANNA INTERNATIONAL GROUP, LLP30,134$976.9K0.44%2025-12-31
12TRUIST FINANCIAL CORP26,309$773.8K0.38%2024-09-30
13MORGAN STANLEY21,734$704.6K0.31%2025-12-31
14BANK OF AMERICA CORP /DE/21,821$697.0K0.31%2025-12-31
15Navis Wealth Advisors, LLC22,261$654.7K0.32%2024-09-30
16LPL Financial LLC19,416$629.5K0.28%2025-12-31
17Creative Planning15,988$474.5K0.23%2024-03-31
18WELLS FARGO & COMPANY/MN13,762$446.2K0.20%2025-12-31
19WAYSTONE ADVISORS LLC12,592$408.2K0.18%2025-12-31
20UBS Group AG11,454$371.3K0.16%2025-12-31
21TRILLIUM ASSET MANAGEMENT, LLC10,000$324.0K0.14%2025-12-31
22MILLENNIUM MANAGEMENT LLC9,082$294.4K0.13%2025-12-31
23WEALTH ENHANCEMENT ADVISORY SERVICES, LLC9,792$290.6K0.14%2024-03-31
24TigerOak Management, L.L.C.8,622$279.5K0.12%2025-12-31
25BROWN ADVISORY INC9,237$274.2K0.13%2024-03-31
26Eqis Capital Management, Inc.8,761$257.7K0.12%2024-09-30
27Callan Capital, LLC9,141$257.4K0.13%2024-09-30
28CITADEL ADVISORS LLC8,051$257.1K0.11%2025-09-30
29Tempus Wealth Planning, LLC8,920$232.3K0.13%2024-12-31
30ENVESTNET ASSET MANAGEMENT INC7,742$227.7K0.11%2024-09-30
31US BANCORP \DE\4,760$154.3K0.06%2025-12-31
32O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,695$119.8K0.05%2025-12-31
33ADVISOR GROUP HOLDINGS, INC.1,918$62.3K0.02%2025-12-31
34Kestra Advisory Services, LLC1,880$61.0K0.02%2025-12-31
35RAYMOND JAMES FINANCIAL INC2,215$57.1K0.03%2025-06-30
36HUNTINGTON NATIONAL BANK1,665$49.0K0.02%2024-09-30
37Blume Capital Management, Inc.1,500$47.9K0.02%2025-09-30
38Advisors Preferred, LLC1,144$38.7K0.01%2025-12-31
39INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1,629,127$34.9K23.80%2024-09-30
40LEE DANNER & BASS INC1,200$31.2K0.01%2024-12-31
41Royal Bank of Canada908$29.0K0.01%2025-12-31
42Farther Finance Advisors, LLC736$23.9K0.01%2025-12-31
43Allworth Financial LP578$18.7K0.00%2025-12-31
44NCP Inc.466$15.1K0.00%2025-12-31
45COLDSTREAM CAPITAL MANAGEMENT INC655$15.0K0.00%2025-03-31
46Ashton Thomas Private Wealth, LLC521$14.7K0.00%2024-06-30
47FLAGSHIP HARBOR ADVISORS, LLC350$11.4K0.00%2025-12-31
48Steward Partners Investment Advisory, LLC302$9.8K0.00%2025-12-31
49Rockefeller Capital Management L.P.267$8.7K0.00%2025-12-31
50BANK OF MONTREAL /CAN/180$8.7K0.00%2024-06-30
51Geneos Wealth Management Inc.245$7.9K0.00%2025-12-31
52ROTHSCHILD INVESTMENT LLC300$7.7K0.00%2025-06-30
53NewEdge Advisors, LLC200$6.5K0.00%2025-12-31
54FMR LLC193$6.2K0.00%2025-09-30
55Van Hulzen Asset Management, LLC225$5.9K0.00%2024-12-31
56Cooksen Wealth, LLC223$5.8K0.00%2025-06-30
57VisionPoint Advisory Group, LLC190$5.3K0.00%2024-06-30
58FIFTH THIRD BANCORP165$4.6K0.00%2024-06-30
59PFG Private Wealth Management, LLC200$4.6K0.00%2025-03-31
60S&T Bank/PA150$3.9K0.00%2025-06-30
61SageView Advisory Group, LLC110$3.6K0.00%2025-12-31
62COMERICA BANK131$3.4K0.00%2025-06-30
63Godfrey Financial Associates, Inc.100$3.2K0.00%2025-12-31
64HARBOUR INVESTMENTS, INC.100$3.2K0.00%2025-12-31
65Advisory Services Network, LLC100$3.2K0.00%2025-09-30
66Qube Research & Technologies Ltd66$2.1K0.00%2025-12-31
67THOMPSON INVESTMENT MANAGEMENT, INC.59$1.9K0.00%2025-12-31
68CoreCap Advisors, LLC62$1.8K0.00%2024-06-30
69MAI Capital Management50$1.6K0.00%2025-12-31
70PNC Financial Services Group, Inc.50$1.6K0.00%2025-12-31
71Money Design Co.,Ltd.50,373$1.3K0.73%2025-06-30
72Global Retirement Partners, LLC40$1.3K0.00%2025-12-31
73WOLFF WIESE MAGANA LLC37$1.2K0.00%2025-12-31
74PRINCIPAL SECURITIES, INC.29$8530.00%2024-09-30
75Financial Management Professionals, Inc.25$8110.00%2025-12-31
76Painted Porch Advisors LLC33$7490.00%2025-06-30
77Aptus Capital Advisors, LLC20$6480.00%2025-12-31
78Family Firm, Inc.17$4790.00%2024-06-30
79FLOW TRADERS U.S. LLC12,285$3980.17%2025-12-31
80Virtu Financial LLC11,845$3840.17%2025-12-31
81PRIVATE CAPITAL MANAGEMENT LLC10$3020.00%2025-03-31
82Aviso Financial Inc.10$2800.00%2024-06-30
83AdvisorNet Financial, Inc12$2750.00%2025-03-31
84MML INVESTORS SERVICES, LLC7,963$2340.11%2024-09-30
85AE Wealth Management LLC10$2290.00%2025-03-31
86EPG Wealth Management LLC7$2280.00%2025-12-31
87COMMONWEALTH EQUITY SERVICES, LLC7,384$2080.10%2024-06-30
88LaSalle St. Investment Advisors, LLC6,341$2050.09%2025-12-31
89Key Financial Inc5$1300.00%2024-12-31
90Kepos Capital LP4,186$1230.06%2024-09-30
91NATIONAL BANK OF CANADA /FI/3$970.00%2025-12-31
92Legend Financial Advisors, Inc.3$780.00%2024-12-31
93JPMORGAN CHASE & CO2$660.00%2025-12-31
94Smithfield Trust Co1,412$460.02%2025-12-31
95HANTZ FINANCIAL SERVICES, INC.450$360.00%2024-06-30
96SIMPLEX TRADING, LLC1,000$220.01%2025-03-31
97TSFG, LLC183$60.00%2025-12-31
98CWM, LLC22$10.00%2025-09-30
99CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30