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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 00162Q478

ALPS ETF TR

78 institutions · $41.9M total · 1,054,598 shares

#ManagerSharesValue% of TotalPeriod
1Cetera Investment Advisers127,549$6.2M12.09%2025-12-31
2Cetera Advisor Networks LLC99,906$4.2M9.47%2024-03-31
3MORGAN STANLEY63,158$3.1M5.98%2025-12-31
4Essex LLC71,243$2.5M6.75%2023-12-31
5UBS Group AG48,344$2.3M4.58%2025-12-31
6LPL Financial LLC40,012$1.9M3.79%2025-12-31
7Raymond James Financial Services Advisors, Inc.36,229$1.6M3.43%2024-09-30
8SUSQUEHANNA INTERNATIONAL GROUP, LLP32,314$1.6M3.06%2025-12-31
9RAYMOND JAMES FINANCIAL INC31,528$1.5M2.98%2025-12-31
10NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO69,400$1.5M6.58%2025-12-31
11BANK OF AMERICA CORP /DE/29,506$1.5M2.79%2025-12-31
12GTS SECURITIES LLC28,379$1.4M2.69%2025-12-31
13Tradition Wealth Management, LLC21,109$1.0M2.00%2025-12-31
14Advisors Preferred, LLC23,910$982.0K2.26%2024-06-30
15STIFEL FINANCIAL CORP17,015$826.6K1.61%2025-12-31
16Royal Bank of Canada13,988$680.0K1.32%2025-12-31
17Rockefeller Capital Management L.P.11,580$562.6K1.09%2025-12-31
18Scott Marsh Financial, LLC10,326$509.4K0.97%2025-06-30
19WEALTH ENHANCEMENT ADVISORY SERVICES, LLC10,291$466.5K0.97%2025-03-31
20Atria Wealth Solutions, Inc.9,352$423.9K0.88%2024-12-31
21Rossmore Private Capital7,546$366.6K0.71%2025-12-31
22Kestra Advisory Services, LLC7,413$360.1K0.70%2025-12-31
23JANE STREET GROUP, LLC7,300$354.6K0.69%2025-12-31
24Sincerus Advisory, LLC7,213$350.4K0.68%2025-12-31
25Torrey-Payne Wealth Management, LLC6,908$338.5K0.65%2025-12-31
26Anson Capital, Inc.6,674$324.2K0.63%2025-12-31
27Private Advisor Group, LLC6,151$314.5K0.58%2025-09-30
28COMMONWEALTH EQUITY SERVICES, LLC6,077$295.2K0.57%2025-12-31
29ADVISOR GROUP HOLDINGS, INC.6,056$294.2K0.57%2025-12-31
30NATIONAL BANK OF CANADA /FI/5,682$275.2K0.53%2025-12-31
31GPS Wealth Strategies Group, LLC5,322$272.2K0.50%2025-09-30
3210Elms LLP5,456$265.1K0.51%2025-12-31
33Beaumont Financial Advisors, LLC5,369$260.8K0.50%2025-12-31
34Western Wealth Management, LLC5,358$260.3K0.50%2025-12-31
35Heritage Wealth Management, Inc.5,000$242.9K0.47%2025-12-31
36CITADEL ADVISORS LLC4,832$238.4K0.45%2025-06-30
37TOWNSQUARE CAPITAL LLC5,483$238.3K0.51%2025-03-31
38PERSONAL CFO SOLUTIONS, LLC5,151$228.2K0.48%2024-09-30
39EWG Elevate Inc.5,197$225.9K0.49%2025-03-31
40WELLS FARGO & COMPANY/MN4,447$216.0K0.42%2025-12-31
41Creative Planning4,440$215.7K0.42%2025-12-31
42Lido Advisors, LLC4,000$204.6K0.37%2025-12-31
43JPMORGAN CHASE & CO2,154$110.2K0.20%2025-09-30
44NBC SECURITIES, INC.1,995$96.9K0.18%2025-12-31
45Lindbrook Capital, LLC1,500$66.5K0.14%2024-09-30
46Ameritas Advisory Services, LLC1,332$65.7K0.12%2025-06-30
47BANK OF MONTREAL /CAN/1,265$61.5K0.11%2025-12-31
48AdvisorNet Financial, Inc1,200$58.3K0.11%2025-12-31
49Global Retirement Partners, LLC994$48.3K0.09%2025-12-31
50IFP Advisors, Inc702$35.9K0.06%2025-12-31
51TD Waterhouse Canada Inc.645$31.2K0.06%2025-12-31
52Tyler-Stone Wealth Management625$25.8K0.05%2024-06-30
53Lodestone Wealth Management LLC522$25.4K0.04%2025-12-31
54AlphaCore Capital LLC500$24.3K0.04%2025-12-31
55AE Wealth Management LLC500$22.7K0.04%2024-12-31
56ASSETMARK, INC443$19.6K0.04%2024-09-30
57CHAPMAN FINANCIAL GROUP, LLC425$19.3K0.04%2024-12-31
58FMR LLC372$18.1K0.03%2025-12-31
59Tripletail Wealth Management, LLC352$17.1K0.03%2025-12-31
60HUNTINGTON NATIONAL BANK306$14.9K0.02%2025-12-31
61HARBOUR INVESTMENTS, INC.300$14.6K0.02%2025-12-31
62Caldwell Trust Co275$13.4K0.02%2025-09-30
63BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC230$11.2K0.02%2025-12-31
64Peoples Bank/KS155$6.7K0.01%2025-03-31
65Larson Financial Group LLC150$6.5K0.01%2025-03-31
66ZRC WEALTH MANAGEMENT, LLC101$5.2K0.00%2025-09-30
67Steward Partners Investment Advisory, LLC98$4.8K0.00%2025-12-31
68EverSource Wealth Advisors, LLC50$2.6K0.00%2025-09-30
69FIFTH THIRD BANCORP50$2.5K0.00%2025-06-30
70Cambridge Investment Research Advisors, Inc.54,268$2.2K5.14%2024-06-30
71BROWN BROTHERS HARRIMAN & CO41$2.0K0.00%2025-12-31
72Farther Finance Advisors, LLC40$1.9K0.00%2025-12-31
73FLOW TRADERS U.S. LLC41,914$1.8K3.97%2025-03-31
74WEDBUSH SECURITIES INC10,627$5161.00%2025-12-31
75PNC Financial Services Group, Inc.12$4940.00%2024-06-30
76Virtu Financial LLC7,062$3070.66%2025-03-31
77CWM, LLC1,179$570.11%2025-12-31
78CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30