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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 06829D503

BARON ETF TR

26 institutions · $77.9M total · 3,116,780 shares

#ManagerSharesValue% of TotalPeriod
1NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2,043,883$51.3M65.57%2025-12-31
2LPL Financial LLC226,601$5.7M7.27%2025-12-31
3VestGen Advisors, LLC178,276$4.5M5.71%2025-12-31
4COMMONWEALTH EQUITY SERVICES, LLC130,797$3.3M4.19%2025-12-31
5MADDEN SECURITIES Corp125,280$3.1M4.01%2025-12-31
6Western Pacific Wealth Management, LP78,296$2.0M2.51%2025-12-31
7Brinker Capital Investments, LLC55,339$1.4M1.77%2025-12-31
8ADVISOR GROUP HOLDINGS, INC.54,865$1.4M1.76%2025-12-31
9Joseph P. Lucia & Associates, LLC38,315$962.4K1.22%2025-12-31
10JANE STREET GROUP, LLC33,314$836.8K1.06%2025-12-31
11Zuckerman Investment Group, LLC30,683$770.7K0.98%2025-12-31
12SUSQUEHANNA INTERNATIONAL GROUP, LLP24,430$613.6K0.78%2025-12-31
13Essex Financial Services, Inc.22,690$569.9K0.72%2025-12-31
14Pursuit Wealth Management LLC20,246$508.6K0.64%2025-12-31
15HC Advisors, LLC9,023$226.6K0.28%2025-12-31
16CHOREO, LLC8,828$222.9K0.28%2025-12-31
17A&I FINANCIAL SERVICES, LLC8,641$217.1K0.27%2025-12-31
18KERR FINANCIAL PLANNING Corp5,117$118.1K0.16%2025-12-31
19COMERICA BANK2,220$55.8K0.07%2025-12-31
20FMR LLC2,131$53.5K0.06%2025-12-31
21Global Retirement Partners, LLC1,257$31.6K0.04%2025-12-31
22MORGAN STANLEY425$10.7K0.01%2025-12-31
23ASSETMARK, INC175$4.4K0.00%2025-12-31
24UBS Group AG17$4270.00%2025-12-31
25Cambridge Investment Research Advisors, Inc.12,114$3040.38%2025-12-31
26CWM, LLC3,817$960.12%2025-12-31