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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 02507A507

AMERICAN CENTY ETF TR

19 institutions · $106.2M total · 1,767,219 shares

#ManagerSharesValue% of TotalPeriod
1Cresset Asset Management, LLC1,165,651$70.1M65.95%2025-12-31
2Strategic Blueprint, LLC261,088$15.7M14.77%2025-12-31
3Torren Management, LLC193,468$11.6M10.94%2025-12-31
4Three Arch Wealth Management LLC57,999$3.5M3.28%2025-12-31
5True Wealth Design, LLC23,152$1.4M1.31%2025-12-31
6SUSQUEHANNA INTERNATIONAL GROUP, LLP13,872$749.8K0.78%2025-06-30
7LEGACY FINANCIAL GROUP, INC.11,972$720.3K0.67%2025-12-31
8Haven Private, LLC11,543$694.5K0.65%2025-12-31
9Herold Advisors, Inc.7,914$476.2K0.44%2025-12-31
10EnRich Financial Partners LLC6,597$396.9K0.37%2025-12-31
11CITADEL ADVISORS LLC5,040$303.3K0.28%2025-12-31
12LPL Financial LLC4,278$257.4K0.24%2025-12-31
13Plancorp, LLC3,995$240.4K0.22%2025-12-31
14Tripletail Wealth Management, LLC415$24.8K0.02%2025-09-30
15JONES FINANCIAL COMPANIES LLLP124$7.5K0.00%2025-12-31
16UBS Group AG91$5.4K0.00%2025-09-30
17Orion Capital Management LLC20$1.2K0.00%2025-12-31
18Beaird Harris Wealth Management, LLC0$80.00%2025-12-31
19CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30