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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 14022A201

CAPITAL GROUP EQUITY ETF TR

25 institutions · $44.3M total · 1,635,087 shares

#ManagerSharesValue% of TotalPeriod
1Capital International Investors1,000,000$28.6M61.15%2025-12-31
2Capital Group Private Client Services, Inc.306,633$8.8M18.75%2025-12-31
3RM Financial Services, LLC44,619$1.3M2.72%2025-12-31
4ENVESTNET ASSET MANAGEMENT INC32,850$938.5K2.00%2025-12-31
5TRUIST FINANCIAL CORP31,571$902.0K1.93%2025-12-31
6COMMONWEALTH EQUITY SERVICES, LLC21,710$620.3K1.32%2025-12-31
7ADVISOR GROUP HOLDINGS, INC.21,376$610.7K1.30%2025-12-31
8Prime Capital Investment Advisors, LLC17,000$485.7K1.03%2025-12-31
9CITADEL ADVISORS LLC16,982$485.2K1.03%2025-12-31
10GOLDMAN SACHS GROUP INC13,485$385.3K0.82%2025-12-31
11JANE STREET GROUP, LLC12,130$346.6K0.74%2025-12-31
12HighTower Advisors, LLC10,720$306.3K0.65%2025-12-31
13Pensionmark Financial Group, LLC8,189$234.0K0.50%2025-12-31
14Royal Bank of Canada3,759$107.0K0.22%2025-09-30
15CHILTON CAPITAL MANAGEMENT LLC2,300$65.7K0.14%2025-12-31
16Kestra Advisory Services, LLC1,901$54.3K0.11%2025-12-31
17EverSource Wealth Advisors, LLC1,882$53.8K0.11%2025-12-31
18Advisory Services Network, LLC1,609$45.7K0.09%2025-09-30
19HARBOUR INVESTMENTS, INC.1,254$35.8K0.07%2025-12-31
20Sunbelt Securities, Inc.930$26.6K0.05%2025-12-31
21CREATIVE FINANCIAL DESIGNS INC /ADV103$2.9K0.00%2025-12-31
22LaSalle St. Investment Advisors, LLC57,512$1.6K3.51%2025-12-31
23Cambridge Investment Research Advisors, Inc.13,786$3940.84%2025-12-31
24Platt Wealth Management LLC12,786$3650.78%2025-12-31
25CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30