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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 09789C747

BONDBLOXX BBB 5 10 YR

24 institutions · $56.8M total · 1,378,259 shares

#ManagerSharesValue% of TotalPeriod
1ATWOOD & PALMER INC752,065$39.1M54.56%2025-12-31
2Cetera Investment Advisers67,701$3.5M4.91%2025-12-31
3Trivant Custom Portfolio Group, LLC65,060$3.4M4.72%2025-09-30
4GOLDMAN SACHS GROUP INC36,035$1.9M2.61%2025-06-30
5JANE STREET GROUP, LLC32,273$1.7M2.34%2025-12-31
6ENVESTNET ASSET MANAGEMENT INC30,881$1.6M2.24%2025-12-31
7Atlas Financial Advisors, Inc.27,725$1.4M2.01%2025-03-31
8Crew Capital Management, Ltd.18,502$941.0K1.34%2025-03-31
9COMMONWEALTH EQUITY SERVICES, LLC17,847$928.8K1.29%2025-12-31
10MGO ONE SEVEN LLC12,395$645.0K0.89%2025-12-31
11Financial Engines Advisors L.L.C.7,850$408.5K0.56%2025-12-31
12MML INVESTORS SERVICES, LLC7,015$365.1K0.50%2025-12-31
13Eqis Capital Management, Inc.5,972$310.8K0.43%2025-12-31
14CITADEL ADVISORS LLC4,016$209.0K0.29%2025-12-31
15Archer Investment Corp2,386$124.2K0.17%2025-12-31
16AE Wealth Management LLC2,256$117.4K0.16%2025-12-31
17Global Retirement Partners, LLC1,099$57.2K0.07%2025-12-31
18BANK OF AMERICA CORP /DE/575$29.6K0.04%2025-06-30
19FMR LLC392$20.4K0.02%2025-12-31
20Thrivent Financial for Lutherans282,655$14.7K20.50%2025-12-31
21MORGAN STANLEY110$5.7K0.00%2025-12-31
22UBS Group AG90$4.6K0.00%2025-06-30
23CWM, LLC3,359$1750.24%2025-12-31
24CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30