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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 19046P209

COASTAL FINL CORP WA

213 institutions · $1.16B total · 11,893,658 shares

#ManagerSharesValue% of TotalPeriod
1VANGUARD GROUP INC676,274$77.5M5.68%2025-12-31
2Azora Capital LP618,244$70.8M5.19%2025-12-31
3AMERICAN CENTURY COMPANIES INC540,469$61.9M4.54%2025-12-31
4BlackRock, Inc.509,763$58.4M4.28%2025-12-31
5WELLINGTON MANAGEMENT GROUP LLP466,867$53.5M3.92%2025-12-31
6STATE STREET CORP442,827$50.7M3.72%2025-12-31
7FMR LLC367,611$42.1M3.09%2025-12-31
8DRIEHAUS CAPITAL MANAGEMENT LLC344,364$39.5M2.89%2025-12-31
9WESTWOOD HOLDINGS GROUP INC337,040$38.6M2.83%2025-12-31
10MANUFACTURERS LIFE INSURANCE COMPANY, THE333,208$38.2M2.80%2025-12-31
11DIMENSIONAL FUND ADVISORS LP303,669$34.8M2.55%2025-12-31
12GEODE CAPITAL MANAGEMENT, LLC283,692$32.5M2.38%2025-12-31
13LOOMIS SAYLES & CO L P269,614$30.9M2.26%2025-12-31
14NEXT CENTURY GROWTH INVESTORS LLC178,224$20.4M1.49%2025-12-31
15KENNEDY CAPITAL MANAGEMENT LLC168,825$19.3M1.41%2025-12-31
16ENDEAVOUR CAPITAL ADVISORS INC161,924$18.6M1.36%2025-12-31
17EMERALD ADVISERS, LLC152,755$17.5M1.28%2025-12-31
18Ranger Investment Management, L.P.152,039$17.4M1.27%2025-12-31
19PEREGRINE CAPITAL MANAGEMENT LLC145,706$16.7M1.22%2025-12-31
20JCSD Capital, LLC129,040$14.8M1.08%2025-12-31
21D.A. DAVIDSON & CO.125,539$14.4M1.05%2025-12-31
22Advisors Capital Management, LLC124,703$14.3M1.04%2025-12-31
23ROYCE & ASSOCIATES LP123,852$14.2M1.04%2025-12-31
24ALLIANCEBERNSTEIN L.P.119,238$13.7M1.00%2025-12-31
25UBS ASSET MANAGEMENT AMERICAS INC113,801$13.0M0.95%2025-12-31
26STATE OF WISCONSIN INVESTMENT BOARD110,795$12.7M0.93%2025-12-31
27Brevan Howard Capital Management LP110,000$12.6M0.92%2025-12-31
28EMERALD MUTUAL FUND ADVISERS TRUST107,737$12.3M0.90%2025-12-31
29CHARLES SCHWAB INVESTMENT MANAGEMENT INC107,255$12.3M0.90%2025-12-31
30BOOTHBAY FUND MANAGEMENT, LLC106,342$12.2M0.89%2025-12-31
31UBS Group AG103,428$11.9M0.86%2025-12-31
32NORTHERN TRUST CORP96,423$11.0M0.81%2025-12-31
33JACOBS ASSET MANAGEMENT, LLC88,449$10.1M0.74%2025-12-31
34SILVERCREST ASSET MANAGEMENT GROUP LLC85,723$9.8M0.72%2025-12-31
35SEGALL BRYANT & HAMILL, LLC73,187$8.4M0.61%2025-12-31
36Invesco Ltd.68,223$7.8M0.57%2025-12-31
37Stieven Capital Advisors, L.P.65,771$7.5M0.55%2025-12-31
38MORGAN STANLEY65,218$7.5M0.54%2025-12-31
39STIFEL FINANCIAL CORP52,400$6.0M0.44%2025-12-31
40Brinker Capital Investments, LLC46,209$5.3M0.38%2025-12-31
41Cox Capital Mgt LLC47,775$5.3M0.40%2025-12-31
42Nuveen, LLC45,544$5.2M0.38%2025-12-31
43FIRST TRUST ADVISORS LP43,759$5.0M0.36%2025-12-31
44PMC FIG Opportunities LLC43,222$5.0M0.36%2025-12-31
45GOLDMAN SACHS GROUP INC42,131$4.8M0.35%2025-12-31
46NOMURA ASSET MANAGEMENT INTERNATIONAL INC.40,177$4.6M0.33%2025-12-31
47KINGDON CAPITAL MANAGEMENT, L.L.C.40,000$4.6M0.33%2025-12-31
48MACQUARIE GROUP LTD41,023$4.4M0.34%2025-09-30
49PRINCIPAL FINANCIAL GROUP INC34,906$4.0M0.29%2025-12-31
50FRANKLIN RESOURCES INC34,685$4.0M0.29%2025-12-31
51Phocas Financial Corp.34,453$3.9M0.28%2025-12-31
52ENVESTNET ASSET MANAGEMENT INC33,042$3.8M0.27%2025-12-31
53Lisanti Capital Growth, LLC32,609$3.7M0.27%2025-12-31
54SEI INVESTMENTS CO30,388$3.5M0.25%2025-12-31
55RMB Capital Management, LLC30,000$3.4M0.25%2025-12-31
56MENDON CAPITAL ADVISORS CORP30,000$3.4M0.25%2025-12-31
57Riverwater Partners LLC29,601$3.4M0.24%2025-12-31
58EAM Investors, LLC29,427$3.4M0.24%2025-12-31
59VICTORY CAPITAL MANAGEMENT INC29,422$3.4M0.24%2025-12-31
60John W. Rosenthal Capital Management, Inc.29,013$3.3M0.24%2025-12-31
61BARCLAYS PLC31,686$3.1M0.26%2025-12-31
62Swiss National Bank26,765$3.1M0.22%2025-12-31
63BRIDGEWAY CAPITAL MANAGEMENT, LLC24,832$2.8M0.20%2025-12-31
64BANK OF AMERICA CORP /DE/25,912$2.8M0.21%2025-12-31
65Focus Partners Wealth23,842$2.7M0.20%2025-12-31
66Bank of New York Mellon Corp22,952$2.6M0.19%2025-12-31
67Russell Investments Group, Ltd.22,643$2.6M0.19%2025-12-31
68CITADEL ADVISORS LLC21,600$2.5M0.18%2025-12-31
69FEDERATED HERMES, INC.20,963$2.4M0.17%2025-12-31
70Quent Capital, LLC19,889$2.3M0.16%2025-12-31
71SUSQUEHANNA INTERNATIONAL GROUP, LLP19,700$2.3M0.16%2025-12-31
72THORNBURG INVESTMENT MANAGEMENT INC19,252$2.2M0.16%2025-12-31
73Elizabeth Park Capital Advisors, Ltd.19,011$2.2M0.15%2025-12-31
74Militia Capital Partners, LP19,000$2.2M0.15%2025-12-31
75NEW YORK STATE COMMON RETIREMENT FUND17,856$2.0M0.15%2025-12-31
76BNP PARIBAS ARBITRAGE, SNC17,489$2.0M0.14%2025-12-31
77GREAT LAKES ADVISORS, LLC16,334$1.9M0.13%2025-12-31
78NOMURA HOLDINGS INC16,125$1.8M0.13%2025-12-31
79RHUMBLINE ADVISERS16,089$1.8M0.13%2025-12-31
80Rafferty Asset Management, LLC15,909$1.8M0.13%2025-12-31
81Pacific Ridge Capital Partners, LLC15,706$1.8M0.13%2025-12-31
82Persistent Asset Partners Ltd15,436$1.8M0.12%2025-12-31
83Harvest Investment Services, LLC14,607$1.7M0.12%2025-12-31
84JACOBS LEVY EQUITY MANAGEMENT, INC15,276$1.7M0.12%2025-09-30
85TRUIST FINANCIAL CORP14,413$1.7M0.12%2025-12-31
86WELLS FARGO & COMPANY/MN14,113$1.6M0.11%2025-12-31
87CITIGROUP INC13,763$1.6M0.11%2025-12-31
88EJF Capital LLC13,227$1.5M0.11%2025-12-31
89CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM13,081$1.5M0.10%2025-12-31
90AMERIPRISE FINANCIAL INC12,388$1.4M0.10%2025-12-31
91Creative Planning12,094$1.4M0.10%2025-12-31
92Arcus Capital Partners, LLC12,672$1.4M0.10%2025-09-30
93PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO11,961$1.4M0.10%2025-12-31
94First Bank & Trust11,142$1.3M0.09%2025-12-31
95US BANCORP \DE\10,931$1.3M0.09%2025-12-31
96Point72 Asset Management, L.P.10,813$1.2M0.09%2025-12-31
97INTRUST BANK NA10,663$1.2M0.08%2025-12-31
98DEUTSCHE BANK AG\10,177$1.2M0.08%2025-12-31
99JANE STREET GROUP, LLC10,100$1.2M0.08%2025-12-31
100Legal & General Group Plc9,254$1.1M0.07%2025-12-31
101Numerai GP LLC8,531$977.6K0.07%2025-12-31
102SummerHaven Investment Management, LLC8,309$952.1K0.06%2025-12-31
103MetLife Investment Management, LLC7,307$837.3K0.06%2025-12-31
104MANGROVE PARTNERS7,737$836.9K0.06%2025-09-30
105Jain Global LLC7,204$825.5K0.06%2025-12-31
106AQR CAPITAL MANAGEMENT LLC7,008$803.0K0.05%2025-12-31
107RAYMOND JAMES FINANCIAL INC6,963$797.9K0.05%2025-12-31
108DIVERSIFY WEALTH MANAGEMENT, LLC7,054$778.7K0.05%2025-12-31
109Toroso Investments, LLC6,765$775.2K0.05%2025-12-31
110JANUS HENDERSON GROUP PLC6,160$704.9K0.05%2025-12-31
111Brooklyn Investment Group5,885$689.7K0.04%2025-12-31
112MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,012$688.9K0.05%2025-12-31
113Cubist Systematic Strategies, LLC5,543$599.6K0.04%2025-09-30
114JPMORGAN CHASE & CO5,153$590.5K0.04%2025-12-31
115LPL Financial LLC5,044$578.0K0.04%2025-12-31
116INTECH INVESTMENT MANAGEMENT LLC5,002$573.2K0.04%2025-12-31
117Madrona Financial Services, LLC4,865$557.5K0.04%2025-12-31
118WEALTH ENHANCEMENT ADVISORY SERVICES, LLC4,703$555.1K0.03%2025-12-31
119Capital Advisors Wealth Management, LLC4,514$517.3K0.03%2025-12-31
120Royal Bank of Canada4,468$512.0K0.03%2025-12-31
121Magnus Financial Group LLC4,152$475.8K0.03%2025-12-31
122TWO SIGMA INVESTMENTS, LP4,058$465.0K0.03%2025-12-31
123XTX Topco Ltd3,937$451.1K0.03%2025-12-31
124Arizona State Retirement System3,775$432.6K0.03%2025-12-31
125Turtle Creek Wealth Advisors, LLC3,517$403.0K0.02%2025-12-31
126Pathstone Holdings, LLC3,459$396.4K0.02%2025-12-31
127Police & Firemen's Retirement System of New Jersey3,371$386.3K0.02%2025-12-31
128MML INVESTORS SERVICES, LLC3,247$372.1K0.02%2025-12-31
129MARSHALL WACE, LLP3,200$366.7K0.02%2025-12-31
130Tradewinds Capital Management, LLC3,100$355.2K0.02%2025-12-31
131STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM3,071$351.9K0.02%2025-12-31
132COLDSTREAM CAPITAL MANAGEMENT INC3,067$351.4K0.02%2025-12-31
133Ashton Thomas Private Wealth, LLC3,006$344.5K0.02%2025-12-31
134AMUNDI2,946$337.6K0.02%2025-12-31
135Parallel Advisors, LLC2,924$335.1K0.02%2025-12-31
136KLP KAPITALFORVALTNING AS2,900$332.3K0.02%2025-12-31
137Farther Finance Advisors, LLC2,889$331.1K0.02%2025-12-31
138Quantbot Technologies LP2,769$317.3K0.02%2025-12-31
139Painted Porch Advisors LLC2,900$313.7K0.02%2025-12-31
140Balyasny Asset Management LLC2,567$294.2K0.02%2025-12-31
141Pictet Asset Management Holding SA2,456$281.4K0.02%2025-12-31
142Voya Investment Management LLC2,405$275.6K0.02%2025-12-31
143ProShare Advisors LLC2,360$270.4K0.01%2025-12-31
144FourThought Financial Partners, LLC2,324$266.3K0.01%2025-12-31
145Jump Financial, LLC2,269$260.0K0.01%2025-12-31
146Quantinno Capital Management LP2,252$258.1K0.01%2025-12-31
147Portside Wealth Group, LLC2,206$252.8K0.01%2025-12-31
148CacheTech Inc.2,204$252.6K0.01%2025-12-31
149Verition Fund Management LLC2,100$240.6K0.01%2025-12-31
150AlphaQuest LLC2,079$238.2K0.01%2025-12-31
151Jefferies Financial Group Inc.2,045$234.3K0.01%2025-12-31
152TWO SIGMA ADVISERS, LP2,000$229.2K0.01%2025-12-31
153AMERIFLEX GROUP, INC.1,929$221.0K0.01%2025-12-31
154DRW Securities, LLC1,866$213.8K0.01%2025-12-31
155Sanctuary Advisors, LLC1,852$212.2K0.01%2025-12-31
156Zurcher Kantonalbank (Zurich Cantonalbank)1,767$202.5K0.01%2025-12-31
157T. Rowe Price Investment Management, Inc.1,269,841$145.5K10.67%2025-12-31
158First Pacific Financial1,130$129.5K0.00%2025-12-31
159Ameritas Investment Partners, Inc.1,078$123.5K0.00%2025-12-31
160FIRST HORIZON CORP839$96.1K0.00%2025-12-31
161RiverPark Advisors, LLC808$92.6K0.00%2025-12-31
162ADVISOR GROUP HOLDINGS, INC.772$88.5K0.00%2025-12-31
163Global Retirement Partners, LLC649$74.4K0.00%2025-12-31
164Smartleaf Asset Management LLC624$71.5K0.00%2025-12-31
165Pinnacle Wealth Planning Services, Inc.551$63.1K0.00%2025-12-31
166Tower Research Capital LLC (TRC)500$57.3K0.00%2025-12-31
167Aquatic Capital Management LLC405$46.4K0.00%2025-12-31
168QUADRANT CAPITAL GROUP LLC255$29.2K0.00%2025-12-31
169UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO230$26.4K0.00%2025-12-31
170COOPER CREEK PARTNERS MANAGEMENT LLC219,597$25.2K1.84%2025-12-31
171MCF Advisors LLC212$24.3K0.00%2025-12-31
172IMA Wealth, Inc.207$23.7K0.00%2025-12-31
173Rossby Financial, LCC205$23.5K0.00%2025-12-31
174NewEdge Advisors, LLC202$23.1K0.00%2025-12-31
175DV Trading LLC200$22.9K0.00%2025-12-31
176GW&K Investment Management, LLC197,829$22.7K1.66%2025-12-31
177Caitong International Asset Management Co., Ltd197$22.6K0.00%2025-12-31
178EverSource Wealth Advisors, LLC184$21.1K0.00%2025-12-31
179Versant Capital Management, Inc178$20.4K0.00%2025-12-31
180Allworth Financial LP154$17.6K0.00%2025-12-31
181PNC Financial Services Group, Inc.148$17.0K0.00%2025-12-31
182MASSMUTUAL TRUST CO FSB/ADV126$14.4K0.00%2025-12-31
183UMB Bank, n.a.123$14.1K0.00%2025-12-31
184Eurizon Capital SGR S.p.A.110$12.6K0.00%2025-12-31
185NISA INVESTMENT ADVISORS, LLC103$11.8K0.00%2025-12-31
186JONES FINANCIAL COMPANIES LLLP96$11.0K0.00%2025-12-31
187PRICE T ROWE ASSOCIATES INC /MD/93,880$10.8K0.78%2025-12-31
188SRS Capital Advisors, Inc.92$10.5K0.00%2025-12-31
189Sterling Capital Management LLC86$9.9K0.00%2025-12-31
190Strategic Advocates LLC80$9.2K0.00%2025-12-31
191LOS ANGELES CAPITAL MANAGEMENT LLC80$8.4K0.00%2025-12-31
192ASSETMARK, INC55$6.3K0.00%2025-12-31
193SIGNATUREFD, LLC48$5.5K0.00%2025-12-31
194GAMMA Investing LLC38$4.4K0.00%2025-12-31
195ATWOOD & PALMER INC33$3.8K0.00%2025-12-31
196ROTHSCHILD INVESTMENT LLC30$3.4K0.00%2025-12-31
197IFP Advisors, Inc0$2.9K0.00%2025-12-31
198COMERICA BANK25$2.9K0.00%2025-12-31
199Optiver Holding B.V.14$1.6K0.00%2025-12-31
200WPG Advisers, LLC12$1.4K0.00%2025-12-31
201ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/12$1.4K0.00%2025-12-31
202SG Americas Securities, LLC8,015$9180.06%2025-12-31
203Parkside Financial Bank & Trust5$5730.00%2025-12-31
204UMA Financial Services, Inc.5$5730.00%2025-12-31
205Marquette Asset Management, LLC5$5730.00%2025-12-31
206True Wealth Design, LLC3$3440.00%2025-12-31
207State of Alaska, Department of Revenue2,276$2600.01%2025-12-31
208AMALGAMATED BANK405$460.00%2025-12-31
209BNP PARIBAS ASSET MANAGEMENT Holding S.A.186$210.00%2025-12-31
210CWM, LLC157$180.00%2025-12-31
211HARBOR CAPITAL ADVISORS, INC.60$70.00%2025-12-31
212Covestor Ltd16$20.00%2025-12-31
213NOMURA ASSET MANAGEMENT CO LTD0$00.00%2025-12-31