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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 02210T108

ALTSHARES TRUST

69 institutions · $147.6M total · 5,213,444 shares

#ManagerSharesValue% of TotalPeriod
1CANTOR FITZGERALD, L. P.767,569$20.1M14.72%2023-12-31
2CANTOR FITZGERALD INVESTMENT ADVISORS L.P.589,523$17.1M11.30%2025-12-31
3Kapitalo Investimentos Ltda400,000$10.9M7.67%2024-03-31
4NEW YORK LIFE INVESTMENT MANAGEMENT LLC371,772$10.8M7.13%2025-12-31
5LongView Asset Management LLC356,455$10.4M6.83%2025-12-31
6ASSETMARK, INC267,701$7.8M5.13%2025-12-31
7ENVESTNET ASSET MANAGEMENT INC231,895$6.7M4.44%2025-12-31
8Brinker Capital Investments, LLC185,153$5.4M3.55%2025-12-31
9Legend Financial Advisors, Inc.179,800$5.2M3.44%2025-12-31
10Orion Portfolio Solutions, LLC182,002$5.1M3.49%2025-03-31
11Arlington Capital Management, Inc.176,141$4.5M3.37%2023-03-31
12HighTower Advisors, LLC130,375$3.8M2.50%2025-12-31
13Diversify Advisory Services, LLC113,427$3.3M2.17%2025-12-31
14PFG Advisors113,051$3.3M2.16%2025-12-31
15RAYMOND JAMES FINANCIAL INC98,062$2.9M1.88%2025-12-31
16MEITAV DASH INVESTMENTS LTD58,550$2.6M1.12%2023-09-30
17Dynamic Advisor Solutions LLC64,297$1.9M1.23%2025-12-31
18ADVISOR GROUP HOLDINGS, INC.57,831$1.7M1.10%2025-12-31
19Steward Partners Investment Advisory, LLC57,187$1.7M1.09%2025-12-31
20Advisory Services Network, LLC56,859$1.7M1.09%2025-12-31
21Privium Fund Management (UK) Ltd62,900$1.7M1.20%2023-12-31
22Privium Fund Management B.V.62,900$1.6M1.20%2023-09-30
23Sonoma Allocations LLC53,294$1.5M1.02%2025-12-31
24Cetera Investment Advisers49,591$1.4M0.95%2025-12-31
25Quantitative Advantage, LLC50,329$1.3M0.96%2023-06-30
26GTS SECURITIES LLC43,634$1.3M0.83%2025-12-31
27WORLD EQUITY GROUP, INC.43,682$1.2M0.83%2024-09-30
28CAPTRUST FINANCIAL ADVISORS36,409$1.1M0.69%2025-12-31
29BANK OF MONTREAL /CAN/36,360$923.5K0.69%2024-06-30
30Bank of New York Mellon Corp33,301$874.2K0.63%2023-12-31
31Columbus Macro, LLC29,353$853.3K0.56%2025-12-31
32MORGAN STANLEY28,509$828.8K0.54%2025-12-31
33BANK OF AMERICA CORP /DE/28,509$828.8K0.54%2025-12-31
34Atria Investments, Inc25,257$719.6K0.48%2025-06-30
35LPL Financial LLC19,704$572.8K0.37%2025-12-31
36Stephens Consulting, LLC21,298$556.7K0.40%2023-03-31
37JANE STREET GROUP, LLC12,736$362.8K0.24%2025-06-30
38CITADEL ADVISORS LLC13,605$345.0K0.26%2023-06-30
39Envestnet Portfolio Solutions, Inc.10,701$304.9K0.20%2025-06-30
40Pensionmark Financial Group, LLC10,434$302.5K0.20%2025-09-30
41Prosperity Bancshares Inc9,029$262.5K0.17%2025-12-31
42Advisors Preferred, LLC8,913$258.7K0.17%2025-09-30
43Atria Wealth Solutions, Inc.8,925$254.3K0.17%2025-06-30
44MERCER GLOBAL ADVISORS INC /ADV8,272$233.6K0.15%2025-03-31
45Raymond James Financial Services Advisors, Inc.8,261$222.4K0.15%2024-06-30
46KINGSWOOD WEALTH ADVISORS, LLC7,750$220.8K0.14%2025-06-30
47Stratos Wealth Advisors, LLC8,002$202.9K0.15%2023-06-30
48NWAM LLC7,647$200.7K0.14%2023-12-31
49Allworth Financial LP3,088$89.5K0.05%2025-12-31
50Royal Bank of Canada2,465$72.0K0.04%2025-12-31
51St. James Investment Advisors, LLC2,560$65.9K0.04%2023-03-31
52Kestra Advisory Services, LLC1,709$49.7K0.03%2025-12-31
53JPMORGAN CHASE & CO1,676$44.8K0.03%2024-12-31
54PRIVATE TRUST CO NA1,135$33.0K0.02%2025-12-31
55HARBOUR INVESTMENTS, INC.1,010$29.4K0.01%2025-12-31
56Nelson, Van Denburg & Campbell Wealth Management Group, LLC774$19.7K0.01%2023-09-30
57Fortitude Family Office, LLC679$19.7K0.01%2025-09-30
58Ameritas Advisory Services, LLC363$10.3K0.00%2025-06-30
59NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO344$9.7K0.00%2025-03-31
60Continuum Advisory, LLC193$5.3K0.00%2024-12-31
61NewEdge Advisors, LLC191$5.2K0.00%2024-03-31
62PNC Financial Services Group, Inc.184$4.7K0.00%2023-06-30
63WELLS FARGO & COMPANY/MN74$2.1K0.00%2024-09-30
64COMERICA BANK26$6880.00%2023-12-31
65UBS Group AG8$2320.00%2025-09-30
66IFP Advisors, Inc6$1740.00%2025-12-31
67Bruce G. Allen Investments, LLC4$1110.00%2024-09-30
68First Horizon Advisors, Inc.0$00.00%2025-06-30
69CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30