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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 14022A300

CAPITAL GROUP EQUITY ETF TR

23 institutions · $43.1M total · 1,616,164 shares

#ManagerSharesValue% of TotalPeriod
1Capital International Investors1,000,000$26.9M61.87%2025-12-31
2Capital Group Private Client Services, Inc.213,462$5.7M13.20%2025-12-31
3RM Financial Services, LLC182,030$4.9M11.26%2025-12-31
4GOLDMAN SACHS GROUP INC40,000$1.1M2.47%2025-12-31
5ADVISOR GROUP HOLDINGS, INC.39,250$1.1M2.42%2025-12-31
6BHK Investment Advisors, LLC17,760$477.7K1.09%2025-12-31
7Sigma Planning Corp15,000$403.5K0.92%2025-12-31
8COMMONWEALTH EQUITY SERVICES, LLC14,991$403.3K0.92%2025-12-31
9Fearless Solutions, LLC dba Best Invest12,557$337.8K0.77%2025-12-31
10Royal Bank of Canada12,113$326.0K0.74%2025-12-31
11JANE STREET GROUP, LLC11,913$320.5K0.73%2025-12-31
12CITADEL ADVISORS LLC10,635$286.1K0.65%2025-12-31
13ENVESTNET ASSET MANAGEMENT INC9,138$245.8K0.56%2025-12-31
14Confluence Wealth Services, Inc.7,595$204.3K0.46%2025-12-31
15Advisory Services Network, LLC6,844$180.9K0.42%2025-09-30
16Sunbelt Securities, Inc.1,976$53.1K0.12%2025-12-31
17EverSource Wealth Advisors, LLC1,942$52.2K0.12%2025-12-31
18HARBOUR INVESTMENTS, INC.1,715$46.1K0.10%2025-12-31
19SITTNER & NELSON, LLC938$27.2K0.05%2025-12-31
20Larson Financial Group LLC1,006$27.1K0.06%2025-12-31
21Cambridge Investment Research Advisors, Inc.15,297$4110.94%2025-12-31
22CREATIVE FINANCIAL DESIGNS INC /ADV2$540.00%2025-12-31
23CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30