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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 09251A104

BLACKROCK ENHANCED EQUITY DI

225 institutions · $266.8M total · 29,213,438 shares · BLK

#ManagerSharesValue% of TotalPeriod
1MORGAN STANLEY3,407,099$32.3M11.66%2025-12-31
2GUGGENHEIM CAPITAL LLC2,297,445$21.8M7.86%2025-12-31
3RAYMOND JAMES FINANCIAL INC2,288,805$21.7M7.83%2025-12-31
4Invesco Ltd.2,050,280$19.4M7.01%2025-12-31
5WELLS FARGO & COMPANY/MN1,976,267$18.7M6.76%2025-12-31
6LPL Financial LLC1,866,062$17.7M6.38%2025-12-31
7STIFEL FINANCIAL CORP1,127,095$10.7M3.85%2025-12-31
8Royal Bank of Canada786,786$7.5M2.69%2025-12-31
9Waterfront Wealth Inc.778,390$7.4M2.66%2025-12-31
10UBS Group AG641,532$6.1M2.19%2025-12-31
11Advisors Asset Management, Inc.600,745$5.7M2.05%2025-12-31
12COMMONWEALTH EQUITY SERVICES, LLC592,979$5.6M2.02%2025-12-31
13BANK OF AMERICA CORP /DE/561,186$5.3M1.92%2025-12-31
14Boothe Investment Group, Inc.527,966$5.0M1.80%2025-12-31
15Cerity Partners LLC432,770$4.1M1.48%2025-12-31
16ADVISOR GROUP HOLDINGS, INC.404,081$3.8M1.38%2025-12-31
17Kovitz Investment Group Partners, LLC381,684$3.5M1.30%2025-09-30
18AMERIPRISE FINANCIAL INC288,926$2.7M0.98%2025-12-31
19Steward Partners Investment Advisory, LLC271,839$2.6M0.93%2025-12-31
20Baird Financial Group, Inc.269,290$2.6M0.92%2025-12-31
21Hennion & Walsh Asset Management, Inc.253,474$2.4M0.86%2025-12-31
22Cetera Investment Advisers244,186$2.3M0.83%2025-12-31
23Focus Partners Wealth175,349$1.7M0.60%2025-12-31
24Allspring Global Investments Holdings, LLC172,475$1.6M0.59%2025-12-31
25TWO SIGMA INVESTMENTS, LP156,249$1.4M0.53%2025-09-30
26PREVAIL INNOVATIVE WEALTH ADVISORS, LLC148,654$1.4M0.50%2025-09-30
27Shulman DeMeo Asset Management LLC135,379$1.3M0.46%2025-12-31
28NewEdge Advisors, LLC128,510$1.2M0.43%2025-12-31
29IHT Wealth Management, LLC119,759$1.1M0.40%2025-12-31
30PMG Family Office LLC124,563$1.1M0.42%2025-12-31
31Centurion Wealth Management LLC113,260$1.1M0.38%2025-12-31
32Calamos Advisors LLC111,677$1.1M0.38%2025-12-31
33KINGSWOOD WEALTH ADVISORS, LLC110,900$1.1M0.37%2025-12-31
34Waverly Advisors, LLC108,210$1.0M0.37%2025-12-31
35MERCER GLOBAL ADVISORS INC /ADV106,611$1.0M0.36%2025-12-31
36WILEY BROS.-AINTREE CAPITAL, LLC101,485$962.1K0.34%2025-12-31
37WEALTH ENHANCEMENT ADVISORY SERVICES, LLC97,941$932.4K0.33%2025-12-31
38Rockefeller Capital Management L.P.97,616$925.4K0.33%2025-12-31
39WealthTrust Axiom LLC97,206$921.5K0.33%2025-12-31
40Shaker Financial Services, LLC97,082$920.3K0.33%2025-12-31
41David J Yvars Group95,721$904.5K0.32%2025-12-31
42Farther Finance Advisors, LLC86,576$820.7K0.29%2025-12-31
43Sanctuary Advisors, LLC83,446$791.1K0.28%2025-12-31
44Sheets Smith Investment Management79,426$723.6K0.27%2025-09-30
45PVG ASSET MANAGEMENT CORP79,426$723.6K0.27%2025-12-31
46ASHTON THOMAS SECURITIES, LLC73,226$694.2K0.25%2025-12-31
47Kovack Advisors, Inc.71,900$681.6K0.24%2025-12-31
48OMC Financial Services LTD66,580$631.2K0.22%2025-12-31
49Concorde Asset Management, LLC66,105$626.7K0.22%2025-12-31
50REGIONS FINANCIAL CORP65,000$616.2K0.22%2025-12-31
51Wealthspire Advisors, LLC63,895$605.7K0.21%2025-12-31
52HighTower Advisors, LLC59,698$565.9K0.20%2025-12-31
53Kestra Advisory Services, LLC57,521$545.3K0.19%2025-12-31
54Palogic Value Management, L.P.57,000$540.4K0.19%2025-12-31
55MGB Wealth Management, LLC56,869$539.1K0.19%2025-12-31
56Summit Financial, LLC56,047$531.3K0.19%2025-12-31
57WCG Wealth Advisors LLC56,009$531.0K0.19%2025-12-31
58StoneX Group Inc.53,285$505.1K0.18%2025-12-31
59Jackson, Grant Investment Advisers, Inc.51,211$485.5K0.17%2025-12-31
60TRUIST FINANCIAL CORP50,439$478.2K0.17%2025-12-31
61Avantax Planning Partners, Inc.49,635$470.5K0.16%2025-12-31
62Private Advisor Group, LLC48,581$460.5K0.16%2025-12-31
63Investment Partners Asset Management, Inc.47,389$449.2K0.16%2025-12-31
64Allworth Financial LP46,731$443.0K0.15%2025-12-31
65NWF Advisory Services Inc.52,141$434.9K0.17%2025-12-31
66Stratos Wealth Partners, LTD.45,700$433.2K0.15%2025-12-31
67Cove Private Wealth, LLC45,237$428.8K0.15%2025-12-31
68INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC44,820$424.9K0.15%2025-12-31
69Mezzasalma Advisors, LLC45,034$424.1K0.15%2025-12-31
70D.A. DAVIDSON & CO.43,116$408.7K0.14%2025-12-31
71Saxony Capital Management, LLC42,883$406.5K0.14%2025-12-31
72Claro Advisors LLC42,088$399.0K0.14%2025-12-31
73SHUFRO ROSE & CO LLC41,862$396.9K0.14%2025-12-31
74SAXON INTERESTS, INC.39,428$373.8K0.13%2025-12-31
75Venture Visionary Partners LLC36,829$367.0K0.12%2025-12-31
76BROWN ADVISORY INC36,566$346.6K0.12%2025-12-31
77Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors35,249$334.2K0.12%2025-12-31
78ENVESTNET ASSET MANAGEMENT INC35,113$332.9K0.12%2025-12-31
79Mariner, LLC34,943$331.3K0.11%2025-12-31
80JANE STREET GROUP, LLC33,764$320.1K0.11%2025-12-31
81DAVENPORT & Co LLC33,008$312.9K0.11%2025-12-31
82K2 PRINCIPAL FUND, L.P.32,984$312.7K0.11%2025-12-31
83EVOLVE PRIVATE WEALTH, LLC32,296$306.2K0.11%2025-12-31
84NBC SECURITIES, INC.31,572$299.3K0.10%2025-12-31
85Kapstone Financial Advisors LLC30,936$293.3K0.10%2025-12-31
86Peak Planning Group, LLC28,400$269.2K0.09%2025-12-31
87CORRADO ADVISORS, LLC28,305$268.3K0.09%2025-12-31
88Integrated Wealth Concepts LLC28,034$265.8K0.09%2025-12-31
89Harbour Wealth Management Group, Inc.27,587$261.5K0.09%2025-12-31
90BENJAMIN EDWARDS INC27,406$259.8K0.09%2025-12-31
91Ameritas Advisory Services, LLC26,634$252.5K0.09%2025-12-31
92WEALTHSPAN PARTNERS, LLC26,559$251.8K0.09%2025-12-31
93CFO4Life Group, LLC25,936$245.9K0.08%2025-12-31
94Creative Planning25,358$240.4K0.08%2025-12-31
95CLIENT 1ST ADVISORY GROUP, LLC25,000$237.0K0.08%2025-12-31
96Western Financial Corp/CA24,032$227.8K0.08%2025-12-31
97VISTA INVESTMENT PARTNERS II, LLC23,698$224.7K0.08%2025-12-31
98NORTHERN TRUST CORP23,019$218.2K0.07%2025-12-31
99Widmann Financial Services, Inc.22,783$216.0K0.07%2025-12-31
100SeaCrest Wealth Management, LLC22,638$213.7K0.07%2025-12-31
101Oder Investment Management, LLC22,068$209.2K0.07%2025-12-31
102PRINCIPAL SECURITIES, INC.22,003$208.6K0.07%2025-12-31
103Plancorp, LLC22,000$208.6K0.07%2025-12-31
104PNC Financial Services Group, Inc.21,860$207.2K0.07%2025-12-31
105Advisory Services Network, LLC21,807$206.7K0.07%2025-12-31
106Pekin Hardy Strauss, Inc.21,776$206.4K0.07%2025-12-31
107Kaydan Wealth Management, Inc.21,513$203.9K0.07%2025-12-31
108COMERICA BANK21,331$202.2K0.07%2025-12-31
109MILLENNIUM MANAGEMENT LLC22,000$200.4K0.07%2025-09-30
110OAK HARBOR WEALTH PARTNERS, LLC21,139$200.4K0.07%2025-12-31
111Ronald Blue Trust, Inc.20,875$197.9K0.07%2025-12-31
112CAPTRUST FINANCIAL ADVISORS20,648$195.7K0.07%2025-12-31
113CIBC Private Wealth Group, LLC20,644$195.7K0.07%2025-12-31
114KESTRA PRIVATE WEALTH SERVICES, LLC20,196$191.5K0.06%2025-12-31
115WETHERBY ASSET MANAGEMENT INC20,853$190.0K0.07%2025-09-30
116Masso Torrence Wealth Management Inc.20,413$186.0K0.06%2025-09-30
117Wealthcare Advisory Partners LLC19,311$183.1K0.06%2025-12-31
118Wharton Business Group, LLC19,004$180.2K0.06%2025-12-31
119MML INVESTORS SERVICES, LLC18,966$179.8K0.06%2025-12-31
120NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,946$179.6K0.06%2025-12-31
121BECKER CAPITAL MANAGEMENT INC18,811$178.3K0.06%2025-12-31
122AXXCESS WEALTH MANAGEMENT, LLC17,942$170.1K0.06%2025-12-31
123Moors & Cabot, Inc.17,600$166.8K0.06%2025-12-31
124LEVEL FOUR ADVISORY SERVICES, LLC17,473$165.3K0.05%2025-12-31
125Prairie Wealth Advisors, Inc.0$165.2K0.00%2025-12-31
126XML Financial, LLC17,117$162.3K0.05%2025-12-31
127Comprehensive Money Management Services LLC17,045$161.6K0.05%2025-12-31
128Dakota Wealth Management17,616$160.5K0.06%2025-09-30
129Wealth Management Associates, Inc.16,065$152.3K0.05%2025-12-31
130IPG Investment Advisors LLC16,000$151.7K0.05%2025-12-31
131Cresset Asset Management, LLC15,978$151.5K0.05%2025-12-31
132Creekmur Asset Management LLC16,100$146.7K0.05%2025-09-30
133STEPHENS INC /AR/16,076$146.5K0.05%2025-09-30
134Founders Financial Alliance, LLC15,348$145.5K0.05%2025-12-31
135Icon Wealth Advisors, LLC15,294$145.0K0.05%2025-12-31
136Heritage Wealth Management, Inc.15,250$144.6K0.05%2025-12-31
137EAGLE WEALTH STRATEGIES LLC15,090$143.1K0.05%2025-12-31
138Iowa State Bank14,696$139.3K0.05%2025-12-31
139Heritage Wealth Management, Inc./Texas14,462$137.1K0.04%2025-12-31
140CIBC Bancorp USA Inc.14,803$134.9K0.05%2025-09-30
141BlackRock, Inc.14,000$132.7K0.04%2025-12-31
142CI Private Wealth, LLC13,985$132.6K0.04%2025-12-31
143COMMERCE BANK13,946$132.2K0.04%2025-12-31
144GILL CAPITAL PARTNERS, LLC13,883$131.6K0.04%2025-12-31
145Sterling Financial Planning, Inc.13,831$131.1K0.04%2025-12-31
146Ashton Thomas Private Wealth, LLC13,811$130.9K0.04%2025-12-31
147Allen Mooney & Barnes Investment Advisors LLC13,602$128.9K0.04%2025-12-31
148HARBOUR INVESTMENTS, INC.13,393$127.0K0.04%2025-12-31
149ENDEAVOR PRIVATE WEALTH, INC.13,225$125.4K0.04%2025-12-31
150Indivisible Partners13,164$124.8K0.04%2025-12-31
151Pallas Capital Advisors LLC13,458$122.6K0.04%2025-09-30
152MOSAIC FAMILY WEALTH PARTNERS, LLC12,236$116.0K0.04%2025-12-31
153SMITH, MOORE & CO.12,113$114.8K0.04%2025-12-31
154SILVERLAKE WEALTH MANAGEMENT LLC12,105$114.8K0.04%2025-12-31
155Concurrent Investment Advisors, LLC11,862$112.5K0.04%2025-12-31
156Perigon Wealth Management, LLC11,767$111.6K0.04%2025-12-31
157DAYMARK WEALTH PARTNERS, LLC11,600$110.0K0.03%2025-12-31
158CHOREO, LLC11,483$109.9K0.03%2025-12-31
159Pensionmark Financial Group, LLC15,224$108.9K0.05%2025-12-31
160DECISION INVESTMENTS, INC11,361$107.7K0.03%2025-12-31
161First Heartland Consultants, Inc.11,324$107.4K0.03%2025-12-31
162Atria Investments, Inc11,701$106.6K0.04%2025-09-30
163KEYBANK NATIONAL ASSOCIATION/OH11,000$104.3K0.03%2025-12-31
164TRANSCEND CAPITAL ADVISORS, LLC10,946$103.8K0.03%2025-12-31
165PFG Investments, LLC10,793$102.3K0.03%2025-12-31
166Yukon Wealth Management, Inc.11,092$101.0K0.03%2025-09-30
167Live Oak Private Wealth LLC10,525$99.8K0.03%2025-12-31
168SPIREPOINT PRIVATE CLIENT, LLC10,369$98.3K0.03%2025-12-31
169Dana Investment Advisors, Inc.10,330$97.9K0.03%2025-12-31
170Diversify Advisory Services, LLC10,301$97.7K0.03%2025-12-31
171MGO ONE SEVEN LLC10,131$96.0K0.03%2025-12-31
172HB Wealth Management, LLC10,010$94.9K0.03%2025-12-31
173Cape Investment Advisory, Inc.9,293$88.1K0.03%2025-12-31
174CULLEN/FROST BANKERS, INC.7,415$70.3K0.02%2025-12-31
175North Star Investment Management Corp.7,266$68.9K0.02%2025-12-31
176MAI Capital Management6,538$62.0K0.02%2025-12-31
177Larson Financial Group LLC5,243$49.7K0.01%2025-12-31
178AMERIFLEX GROUP, INC.3,910$37.1K0.01%2025-12-31
179Global Wealth Strategies & Associates3,904$37.0K0.01%2025-12-31
180OPTIMA CAPITAL LLC3,662$34.7K0.01%2025-12-31
181Chung Wu Investment Group, LLC3,607$34.2K0.01%2025-12-31
182GPS Wealth Strategies Group, LLC3,200$29.2K0.01%2025-09-30
183HARBOR INVESTMENT ADVISORY, LLC2,981$28.3K0.01%2025-12-31
184United Financial Planning Group LLC2,847$27.0K0.00%2025-12-31
185Smartleaf Asset Management LLC2,200$20.7K0.00%2025-12-31
186Atlantic Union Bankshares Corp2,000$19.0K0.00%2025-12-31
187OLD POINT TRUST & FINANCIAL SERVICES N A1,954$18.5K0.00%2025-12-31
188Fortitude Family Office, LLC1,819$17.2K0.00%2025-12-31
189FLAGSHIP HARBOR ADVISORS, LLC1,644$15.6K0.00%2025-12-31
190Sound Income Strategies, LLC1,629$14.8K0.00%2025-09-30
191Root Financial Partners, LLC1,499$14.2K0.00%2025-12-31
192Costello Asset Management, INC1,551$14.1K0.00%2025-09-30
193AdvisorNet Financial, Inc1,466$13.9K0.00%2025-12-31
194Sunbelt Securities, Inc.1,440$13.7K0.00%2025-12-31
195Pacifica Partners Inc.1,369$12.9K0.00%2025-12-31
196ARMSTRONG ADVISORY GROUP, INC1,233$11.2K0.00%2025-09-30
197BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,200$10.9K0.00%2025-09-30
198OPTIMUM INVESTMENT ADVISORS1,198$10.9K0.00%2025-09-30
199HOLLENCREST CAPITAL MANAGEMENT1,013$9.2K0.00%2025-09-30
200JPMORGAN CHASE & CO924$8.8K0.00%2025-12-31
201IFP Advisors, Inc906$8.6K0.00%2025-12-31
202Thomas J. Herzfeld Advisors, Inc.700$6.6K0.00%2025-12-31
203Janney Montgomery Scott LLC636,220$6.0K2.17%2025-12-31
204Pinnacle Bancorp, Inc.632$6.0K0.00%2025-12-31
205CHESAPEAKE ASSET MANAGEMENT LLC639$5.5K0.00%2025-12-31
206Geneos Wealth Management Inc.500$4.7K0.00%2025-12-31
207MONTAG A & ASSOCIATES INC466$4.4K0.00%2025-12-31
208Plante Moran Financial Advisors, LLC301$2.9K0.00%2025-12-31
209SRS Capital Advisors, Inc.183$1.7K0.00%2025-12-31
210Cambridge Investment Research Advisors, Inc.120,961$1.1K0.41%2025-12-31
211PARK AVENUE SECURITIES LLC79,116$7500.27%2025-12-31
212Stolper Co64,696$6130.22%2025-12-31
213JONES FINANCIAL COMPANIES LLLP65$5840.00%2025-09-30
214ASSETMARK, INC46$4360.00%2025-12-31
215CWM, LLC45,433$4310.15%2025-12-31
216Roble, Belko & Company, Inc24,762$2350.08%2025-12-31
217WEDBUSH SECURITIES INC21,459$2030.07%2025-12-31
218Thrivent Financial for Lutherans20,244$1920.06%2025-12-31
219Aurora Private Wealth, Inc.20,052$1900.06%2025-12-31
220Fourth Dimension Wealth, LLC18$1710.00%2025-12-31
221Tower Research Capital LLC (TRC)12$1140.00%2025-12-31
222BROWN BROTHERS HARRIMAN & CO5$460.00%2025-09-30
223Capital Advisors, Ltd. LLC2,403$230.00%2025-12-31
224NATIONAL BANK OF CANADA /FI/2$190.00%2025-12-31
225CX Institutional435$40.00%2025-12-31