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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 00768Y529

ADVISORSHARES TR

40 institutions · $12.4M total · 1,590,911 shares

#ManagerSharesValue% of TotalPeriod
1ADVISOR GROUP HOLDINGS, INC.370,688$2.4M23.30%2025-12-31
2NewEdge Advisors, LLC197,083$1.7M12.38%2023-09-30
3KESTRA PRIVATE WEALTH SERVICES, LLC183,067$1.7M11.50%2023-12-31
4STIFEL FINANCIAL CORP161,844$1.5M10.17%2023-06-30
5Kestra Advisory Services, LLC99,634$992.4K6.26%2023-03-31
6Worth Asset Management, LLC82,915$761.2K5.21%2023-12-31
7RAYMOND JAMES & ASSOCIATES86,200$615.9K5.41%2024-09-30
8American Portfolios Advisors14,860$454.3K0.93%2023-03-31
9Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors35,714$355.7K2.24%2023-03-31
10SUSQUEHANNA INTERNATIONAL GROUP, LLP40,528$301.1K2.54%2025-06-30
11KINGSWOOD WEALTH ADVISORS, LLC30,535$267.1K1.91%2023-09-30
12CIBC WORLD MARKET INC.27,500$188.9K1.72%2025-09-30
13JANE STREET GROUP, LLC18,504$139.0K1.16%2024-06-30
14Main Street Financial Solutions, LLC12,180$121.0K0.76%2023-03-31
15Private Advisor Group, LLC15,500$99.8K0.97%2025-12-31
16OLD MISSION CAPITAL LLC14,657$94.4K0.92%2025-12-31
17HANOVER ADVISORS INC14,443$93.0K0.90%2025-12-31
18TWO SIGMA SECURITIES, LLC10,038$90.9K0.63%2023-06-30
19Spire Wealth Management9,753$89.5K0.61%2023-12-31
20Raymond James Financial Services Advisors, Inc.11,849$84.7K0.74%2024-09-30
21Embree Financial Group10,000$70.4K0.62%2024-03-31
22ENVESTNET ASSET MANAGEMENT INC10,198$65.7K0.64%2025-12-31
23RAYMOND JAMES FINANCIAL INC9,666$62.2K0.60%2025-12-31
24Royal Bank of Canada9,174$59.0K0.57%2025-12-31
25MAI Capital Management7,420$47.8K0.46%2025-12-31
26Sunbelt Securities, Inc.4,262$29.8K0.26%2024-03-31
27EverSource Wealth Advisors, LLC2,925$20.6K0.18%2024-12-31
28Belpointe Asset Management LLC1,077$9.8K0.06%2023-06-30
29Steward Partners Investment Advisory, LLC970$8.9K0.06%2023-12-31
30UBS Group AG234$1.7K0.01%2025-06-30
31Castleview Partners, LLC93$9260.00%2023-03-31
32Tower Research Capital LLC (TRC)121$8510.00%2024-12-31
33Janney Montgomery Scott LLC83,750$7695.26%2023-12-31
34FMR LLC59$4410.00%2025-03-31
35IFP Advisors, Inc13,399$3390.84%2023-03-31
36Global Retirement Partners, LLC11$830.00%2024-06-30
37MORGAN STANLEY1$90.00%2025-09-30
38WELLS FARGO & COMPANY/MN1$50.00%2025-12-31
39JPMORGAN CHASE & CO58$10.00%2023-03-31
40CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30