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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 26922A594

ETF SER SOLUTIONS

65 institutions · $49.7M total · 1,487,192 shares

#ManagerSharesValue% of TotalPeriod
1ADVISOR GROUP HOLDINGS, INC.347,647$12.0M23.37%2025-12-31
2Cetera Investment Advisers174,778$6.1M11.75%2025-12-31
3LPL Financial LLC169,104$5.9M11.37%2025-12-31
4Western Wealth Management, LLC80,879$2.8M5.43%2025-12-31
5Financial Advocates Investment Management79,724$2.8M5.36%2025-09-30
6Pine Valley Investments Ltd Liability Co58,660$2.0M3.94%2025-12-31
7Cetera Advisor Networks LLC55,564$1.7M3.73%2024-03-31
8AVANTAX ADVISORY SERVICES, INC.41,000$1.2M2.75%2023-09-30
9Aviance Capital Partners, LLC32,878$1.1M2.21%2025-12-31
10Ameritas Advisory Services, LLC29,650$1.0M1.99%2025-12-31
11STIFEL FINANCIAL CORP25,752$892.3K1.73%2025-12-31
12CAPTRUST FINANCIAL ADVISORS22,094$765.6K1.48%2025-12-31
13Tyler-Stone Wealth Management22,700$736.4K1.52%2025-06-30
14WETHERBY ASSET MANAGEMENT INC20,000$694.7K1.34%2025-09-30
15RAYMOND JAMES & ASSOCIATES20,471$686.9K1.37%2024-09-30
16CITADEL ADVISORS LLC17,260$598.1K1.16%2025-12-31
17LINCOLN NATIONAL CORP21,857$596.4K1.46%2023-12-31
18Key Client Fiduciary Advisors, LLC16,773$581.2K1.12%2025-12-31
19Ameritas Investment Partners, Inc.21,173$577.7K1.42%2023-12-31
20HighTower Advisors, LLC12,400$429.7K0.83%2025-12-31
21COMMONWEALTH EQUITY SERVICES, LLC11,985$415.3K0.80%2025-12-31
22SUSQUEHANNA INTERNATIONAL GROUP, LLP11,085$384.1K0.74%2025-12-31
23JANE STREET GROUP, LLC11,067$383.5K0.74%2025-12-31
24Private Advisor Group, LLC10,607$367.5K0.71%2025-12-31
25KESTRA PRIVATE WEALTH SERVICES, LLC10,501$363.9K0.70%2025-12-31
26Strait & Sound Wealth Management LLC10,326$357.8K0.69%2025-12-31
27LAIRD NORTON TRUST COMPANY, LLC10,000$348.0K0.67%2025-12-31
28Baker Avenue Asset Management, LP10,000$346.5K0.67%2025-12-31
29RAYMOND JAMES FINANCIAL INC8,913$308.8K0.59%2025-12-31
30ENVESTNET ASSET MANAGEMENT INC8,307$287.8K0.55%2025-12-31
31PFG Investments, LLC8,027$278.1K0.53%2025-12-31
32Belpointe Asset Management LLC8,832$277.4K0.59%2024-03-31
33Stratos Wealth Partners, LTD.7,306$253.2K0.49%2025-12-31
34Integrated Wealth Concepts LLC8,245$247.9K0.55%2024-06-30
35MORGAN STANLEY6,704$232.3K0.45%2025-12-31
36NewEdge Advisors, LLC6,340$219.7K0.42%2025-12-31
37GREAT VALLEY ADVISOR GROUP, INC.7,842$214.0K0.52%2023-12-31
38AMERIPRISE FINANCIAL INC7,309$208.0K0.49%2023-09-30
39IHT Wealth Management, LLC6,250$203.3K0.42%2025-03-31
40Kestra Advisory Services, LLC5,343$185.1K0.35%2025-12-31
41ICA Group Wealth Management, LLC5,950$167.8K0.40%2023-06-30
42JPMORGAN CHASE & CO2,934$101.7K0.19%2025-12-31
43CREATIVE FINANCIAL DESIGNS INC /ADV1,733$60.1K0.11%2025-12-31
44Coastal Investment Advisors, Inc.1,223$34.8K0.08%2023-12-31
45UBS Group AG1,062$34.5K0.07%2024-12-31
46Geneos Wealth Management Inc.900$31.2K0.06%2025-12-31
47Retirement Group, LLC800$25.1K0.05%2024-03-31
48PSI Advisors, LLC547$17.8K0.03%2024-12-31
49Advisory Services Network, LLC602$17.5K0.04%2023-03-31
50POM Investment Strategies, LLC545$16.4K0.03%2024-06-30
51BANK OF MONTREAL /CAN/500$16.3K0.03%2025-03-31
52HARBOUR INVESTMENTS, INC.421$14.6K0.02%2025-12-31
53American Portfolios Advisors200$6.3K0.01%2023-03-31
54Redwood Wealth Management Group, LLC200$6.0K0.01%2024-06-30
55Royal Bank of Canada200$6.0K0.01%2023-03-31
56Raleigh Capital Management Inc.168$4.6K0.01%2023-12-31
57SRS Capital Advisors, Inc.135$4.4K0.00%2025-03-31
58Sound Income Strategies, LLC125$4.1K0.00%2025-06-30
59NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO100$3.0K0.00%2024-06-30
60Cambridge Investment Research Advisors, Inc.14,149$4900.95%2025-12-31
61WEDBUSH SECURITIES INC9,342$2630.62%2023-06-30
62Global Retirement Partners, LLC1$350.00%2025-12-31
63FMR LLC1$300.00%2024-06-30
64WELLS FARGO & COMPANY/MN1$280.00%2025-12-31
65CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30