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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 00791R301

ADVISORS INNER CIRCLE FD II

23 institutions · $85.1M total · 3,030,426 shares

#ManagerSharesValue% of TotalPeriod
1Latitude Advisors, LLC714,154$21.6M23.56%2025-12-31
2THREADGILL FINANCIAL, LLC802,600$20.0M26.48%2023-03-31
3GWN SECURITIES INC.642,021$17.8M21.18%2025-03-31
4PMV Capital Advisers, LLC534,724$16.1M17.64%2025-12-31
5Castleview Partners, LLC117,141$3.5M3.86%2025-12-31
6OLD MISSION CAPITAL LLC33,958$845.6K1.12%2023-03-31
7GTS SECURITIES LLC26,934$813.4K0.88%2025-12-31
8Ausdal Financial Partners, Inc.24,006$725.0K0.79%2025-12-31
9Advyzon Investment Management, LLC24,006$725.0K0.79%2025-12-31
10INTEGRITY ALLIANCE, LLC.17,877$539.9K0.58%2025-12-31
11TOWNSQUARE CAPITAL LLC17,459$482.8K0.57%2025-03-31
12VisionPoint Advisory Group, LLC12,675$382.8K0.41%2025-12-31
13Innovative Wealth Building LLC12,357$373.2K0.40%2025-12-31
14Accurate Wealth Management, LLC10,645$330.3K0.35%2025-12-31
15Worth Asset Management, LLC10,895$270.6K0.35%2023-12-31
16SUSQUEHANNA INTERNATIONAL GROUP, LLP8,290$225.3K0.27%2024-12-31
17Brookstone Capital Management8,590$215.7K0.28%2023-12-31
18Sound Income Strategies, LLC4,908$139.7K0.16%2025-06-30
19JPMORGAN CHASE & CO177$4.8K0.00%2024-12-31
20UBS Group AG23$6950.00%2025-12-31
21Cambridge Investment Research Advisors, Inc.6,985$2150.23%2025-09-30
22MORGAN STANLEY1$300.00%2025-12-31
23CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30