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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 26922A453

ETF SER SOLUTIONS

57 institutions · $91.1M total · 961,257 shares

#ManagerSharesValue% of TotalPeriod
1U.S. Capital Wealth Advisors, LLC267,668$26.8M27.84%2025-12-31
2ENVESTNET ASSET MANAGEMENT INC150,991$15.1M15.70%2025-12-31
3Apollon Wealth Management, LLC82,833$8.3M8.61%2025-12-31
4LPL Financial LLC51,803$5.2M5.38%2023-12-31
5CIC Wealth, LLC46,649$4.7M4.85%2024-09-30
6SIGNET FINANCIAL MANAGEMENT, LLC35,623$3.6M3.70%2025-12-31
7SILVER OAK SECURITIES, INCORPORATED34,989$3.5M3.63%2025-12-31
8BANK OF MONTREAL /CAN/34,400$3.5M3.57%2024-09-30
9CITADEL ADVISORS LLC21,535$2.2M2.24%2025-12-31
10Teramo Advisors, LLC20,000$2.0M2.08%2025-12-31
11Retirement Planning Group17,042$1.7M1.77%2025-12-31
12Blueprint Investment Partners LLC14,503$1.5M1.50%2025-12-31
13Blueprint Financial Advisors LLC12,928$1.3M1.34%2025-03-31
14Insight Wealth Partners, LLC9,986$998.9K1.03%2025-12-31
15SUSQUEHANNA INTERNATIONAL GROUP, LLP8,171$817.3K0.85%2025-12-31
16Simplicity Wealth,LLC7,540$754.5K0.78%2024-12-31
17JANE STREET GROUP, LLC7,312$731.4K0.76%2025-12-31
18Envestnet Portfolio Solutions, Inc.7,093$709.8K0.73%2024-12-31
19PATHSTONE FAMILY OFFICE, LLC7,016$702.5K0.72%2023-12-31
20Magnus Financial Group LLC5,415$541.6K0.56%2025-12-31
21Atria Wealth Solutions, Inc.5,305$530.8K0.55%2024-12-31
22WealthPlan Investment Management, LLC4,794$481.0K0.49%2023-03-31
23RETIREMENT CAPITAL STRATEGIES3,997$400.2K0.41%2023-06-30
24Simplicity Solutions, LLC3,881$388.9K0.40%2023-12-31
25Waterloo Capital, L.P.3,809$381.4K0.39%2023-06-30
26LITTLE HOUSE CAPITAL LLC3,756$376.1K0.39%2024-03-31
27Spartan Planning & Wealth Management3,760$376.1K0.39%2025-12-31
28Brinker Capital Investments, LLC3,657$366.2K0.38%2025-06-30
29WealthPLAN Partners, LLC3,482$349.2K0.36%2023-09-30
30MERCER GLOBAL ADVISORS INC /ADV3,372$337.4K0.35%2024-12-31
31Orion Portfolio Solutions, LLC3,045$305.1K0.31%2023-12-31
32JOURNEY STRATEGIC WEALTH LLC3,011$301.5K0.31%2023-03-31
33ATX Financial Planning, LLC2,977$297.8K0.30%2025-12-31
34LEGACY FINANCIAL GROUP, INC.2,941$294.2K0.30%2025-12-31
35V Wealth Advisors LLC2,378$238.3K0.24%2023-12-31
36BENJAMIN EDWARDS INC2,364$236.5K0.24%2025-09-30
37OPPENHEIMER & CO INC2,250$225.3K0.23%2024-03-31
38Prosperity Financial Group, Inc.2,201$220.2K0.22%2024-12-31
39Ameritas Advisory Services, LLC2,140$215.0K0.22%2023-06-30
40JPMORGAN CHASE & CO1,465$146.5K0.15%2025-12-31
41OLD MISSION CAPITAL LLC700$70.1K0.07%2023-03-31
42Advisors Preferred, LLC484$48.4K0.05%2025-12-31
43CoreCap Advisors, LLC258$25.9K0.02%2025-03-31
44Colonial Trust Co / SC258$25.8K0.02%2025-03-31
45ADVISOR GROUP HOLDINGS, INC.226$22.8K0.02%2025-09-30
46UBS Group AG170$17.0K0.01%2025-12-31
47Royal Bank of Canada173$17.0K0.01%2025-12-31
48Accurate Wealth Management, LLC81$8.1K0.00%2023-03-31
49NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO79$7.9K0.00%2024-09-30
50Worth Asset Management, LLC50$5.0K0.00%2023-06-30
51AE Wealth Management LLC46$4.6K0.00%2025-12-31
52BENJAMIN F. EDWARDS & COMPANY, INC.23,159$2.3K2.40%2024-06-30
53FLOW TRADERS U.S. LLC14,271$1.4K1.48%2025-09-30
54Cambridge Investment Research Advisors, Inc.10,811$1.1K1.12%2023-12-31
55HRT FINANCIAL LP2,408$2410.25%2024-03-31
56MORGAN STANLEY1$1840.00%2025-12-31
57CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30