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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 025072695

AMERICAN CENTY ETF TR

75 institutions · $128.7M total · 5,570,264 shares

#ManagerSharesValue% of TotalPeriod
1ENVESTNET ASSET MANAGEMENT INC804,498$37.2M14.44%2025-12-31
2Beaird Harris Wealth Management, LLC186,332$8.6M3.34%2025-12-31
3Financial Partners Group, Inc174,638$7.9M3.13%2025-03-31
4Plancorp, LLC144,818$6.7M2.59%2025-12-31
5SAX WEALTH ADVISORS, LLC111,888$5.2M2.00%2025-12-31
6Forum Financial Management, LP96,388$4.5M1.73%2024-03-31
7COMMONWEALTH EQUITY SERVICES, LLC81,116$3.8M1.45%2025-12-31
8Savant Capital, LLC70,477$3.3M1.26%2025-12-31
9LPL Financial LLC68,395$3.2M1.22%2025-12-31
10Sunpointe, LLC62,123$2.9M1.11%2024-12-31
11Align Financial, LLC2,706,279$2.7M48.58%2025-12-31
12Financial Engines Advisors L.L.C.55,508$2.6M0.99%2025-12-31
13AXXCESS WEALTH MANAGEMENT, LLC53,554$2.5M0.96%2025-12-31
14Advisory Resource Group51,164$2.3M0.91%2025-03-31
15Visionary Wealth Advisors48,880$2.3M0.87%2025-12-31
16Hill Investment Group Partners, LLC48,525$2.2M0.87%2025-12-31
17Strategic Blueprint, LLC44,719$2.1M0.80%2024-09-30
18Tortoise Investment Management, LLC37,585$1.7M0.67%2025-12-31
19BetterWealth, LLC36,701$1.7M0.65%2024-12-31
20Strategic Financial Concepts, LLC34,569$1.5M0.62%2025-06-30
21Silicon Hills Wealth Management, LLC31,950$1.5M0.57%2023-09-30
22Waverly Advisors, LLC30,875$1.4M0.55%2025-06-30
23BANK OF MONTREAL /CAN/26,250$1.2M0.47%2024-06-30
24OLD MISSION CAPITAL LLC24,273$1.1M0.43%2025-12-31
25L.K. Benson & Company, P.C.24,098$1.1M0.43%2025-12-31
26Life Planning Partners, Inc50,379$1.1M0.90%2024-12-31
27NewEdge Advisors, LLC21,152$978.1K0.37%2025-12-31
28SUSQUEHANNA INTERNATIONAL GROUP, LLP21,162$965.1K0.37%2025-09-30
29WorthPointe, LLC18,777$833.5K0.33%2023-12-31
30GOLDMAN SACHS GROUP INC17,139$790.7K0.30%2024-12-31
31Landmark Wealth Management, LLC17,073$789.5K0.30%2025-12-31
32Haven Private, LLC15,900$735.2K0.28%2025-12-31
33JANE STREET GROUP, LLC14,095$651.8K0.25%2025-12-31
34WCG Wealth Advisors LLC13,593$619.9K0.24%2025-09-30
35Crews Bank & Trust13,398$619.5K0.24%2025-12-31
36Mattern Wealth Management LLC12,793$591.5K0.22%2025-12-31
37Evanson Asset Management, LLC12,284$545.3K0.22%2023-12-31
38Magnolia Private Wealth, LLC11,525$524.3K0.20%2025-03-31
39Fortress Wealth Management, Inc.11,000$507.5K0.19%2024-12-31
40Financial Plan, Inc.10,528$486.8K0.18%2025-12-31
41PCG Wealth Advisors, LLC10,379$478.9K0.18%2023-09-30
42Mutual Advisors, LLC9,642$445.8K0.17%2025-12-31
43WEBSTERROGERS FINANCIAL ADVISORS, LLC7,802$360.8K0.14%2025-12-31
44Oceanside Advisors LLC7,801$359.9K0.14%2024-12-31
45WEALTH ENHANCEMENT ADVISORY SERVICES, LLC7,310$338.9K0.13%2025-12-31
46MML INVESTORS SERVICES, LLC6,776$313.3K0.12%2025-12-31
47D.A. DAVIDSON & CO.6,724$310.2K0.12%2024-12-31
48CI Private Wealth, LLC6,669$303.4K0.11%2025-03-31
49Argent Trust Co6,500$300.6K0.11%2025-12-31
50WINEBRENNER CAPITAL MANAGEMENT LLC6,400$295.3K0.11%2024-12-31
51Kingsview Wealth Management, LLC6,407$291.5K0.11%2025-03-31
52COMERICA BANK6,241$283.9K0.11%2025-03-31
53Kestra Advisory Services, LLC5,628$260.2K0.10%2025-12-31
54Creative Planning5,553$256.8K0.09%2025-12-31
55ML & R WEALTH MANAGEMENT LLC5,468$254.7K0.09%2024-03-31
56Resources Investment Advisors, LLC.5,499$253.7K0.09%2024-12-31
57Focus Partners Wealth4,752$216.2K0.08%2025-03-31
58Trailhead Planners LLC4,629$214.0K0.08%2025-12-31
59FAS Wealth Partners4,461$206.3K0.08%2025-12-31
60Raymond James Financial Services Advisors, Inc.4,300$201.8K0.07%2024-09-30
61Fourth Dimension Wealth, LLC4,123$190.7K0.07%2025-12-31
62Farther Finance Advisors, LLC3,941$185.0K0.07%2024-09-30
63GRAND WEALTH MANAGEMENT, LLC3,540$158.4K0.06%2025-06-30
64Dogwood Wealth Management LLC3,276$151.5K0.05%2025-12-31
65Nemes Rush Group LLC2,182$100.9K0.03%2025-12-31
66Creative Capital Management Investments LLC800$37.6K0.01%2024-09-30
67ADVISOR GROUP HOLDINGS, INC.582$26.9K0.01%2025-12-31
68UBS Group AG354$16.1K0.00%2025-09-30
69McIlrath & Eck, LLC165$7.6K0.00%2025-12-31
70MORGAN STANLEY108$5.0K0.00%2025-12-31
71PrairieView Partners, LLC55,420$2.5K0.99%2025-06-30
72FLOW TRADERS U.S. LLC44,100$2.0K0.79%2025-12-31
73Royal Bank of Canada15$1.0K0.00%2023-06-30
74Cambridge Investment Research Advisors, Inc.6,316$2830.11%2025-06-30
75CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30