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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 12811T407

CALAMOS ETF TR

38 institutions · $12.2M total · 463,420 shares

#ManagerSharesValue% of TotalPeriod
1Beacon Financial Advisory LLC90,260$2.6M19.47%2025-12-31
2COMMONWEALTH EQUITY SERVICES, LLC63,127$1.8M13.62%2025-12-31
3TRUIST FINANCIAL CORP34,562$996.1K7.45%2025-12-31
4SUSQUEHANNA INTERNATIONAL GROUP, LLP23,988$691.3K5.17%2025-12-31
5CORRADO ADVISORS, LLC25,138$677.9K5.42%2024-06-30
6ADVISOR GROUP HOLDINGS, INC.22,205$639.9K4.79%2025-12-31
7Ausdal Financial Partners, Inc.20,640$594.9K4.45%2025-12-31
8Fearless Solutions, LLC dba Best Invest19,061$549.3K4.11%2025-12-31
9AE Wealth Management LLC19,623$541.1K4.23%2024-12-31
10Integrated Wealth Concepts LLC13,910$404.6K3.00%2025-09-30
11Consolidated Portfolio Review Corp12,179$354.3K2.62%2025-09-30
12Sonoma Private Wealth LLC10,916$314.6K2.35%2025-12-31
13Prosperity Wealth Management, Inc.10,662$310.2K2.30%2025-09-30
14Onyx Bridge Wealth Group LLC11,000$296.6K2.37%2024-06-30
15Kingsview Wealth Management, LLC9,521$274.4K2.05%2025-12-31
16Steward Partners Investment Advisory, LLC8,365$241.1K1.80%2025-12-31
17ENVESTNET ASSET MANAGEMENT INC7,635$222.1K1.64%2025-09-30
18William Mack & Associates, Inc.7,616$219.5K1.64%2025-12-31
19Brookwood Investment Group LLC6,987$201.4K1.50%2025-12-31
20MORGAN STANLEY2,276$66.2K0.49%2025-09-30
21Global Retirement Partners, LLC1,251$36.0K0.26%2025-12-31
22Authentikos Wealth Advisory, LLC1,133$32.7K0.24%2024-09-30
23Kestra Advisory Services, LLC1,050$30.3K0.22%2025-12-31
24NBC SECURITIES, INC.850$24.5K0.18%2025-12-31
25BANK OF AMERICA CORP /DE/580$16.9K0.12%2025-12-31
26Aptus Capital Advisors, LLC400$11.5K0.08%2025-12-31
27Atlantic Union Bankshares Corp300$8.6K0.06%2025-12-31
28Elevated Capital Advisors, LLC121$3.5K0.02%2025-12-31
29UBS Group AG86$2.3K0.01%2024-03-31
30SBI Securities Co., Ltd.44$1.3K0.00%2025-12-31
31Aurora Private Wealth, Inc.25,631$7425.53%2025-12-31
32Cambridge Investment Research Advisors, Inc.8,506$2451.83%2025-12-31
33Capital Analysts, LLC3,792$1090.81%2025-12-31
34SageView Advisory Group, LLC3$870.00%2025-12-31
35Clear Point Advisors Inc.1$300.00%2024-09-30
36FMR LLC1$290.00%2025-12-31
37CREATIVE FINANCIAL DESIGNS INC /ADV0$00.00%2025-03-31
38CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30