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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 26922A719

ETF SER SOLUTIONS

78 institutions · $44.8M total · 1,507,325 shares

#ManagerSharesValue% of TotalPeriod
1Stegent Equity Advisors, Inc.125,099$5.3M8.29%2025-12-31
2Bard Financial Services, Inc.240,170$4.0M15.93%2023-09-30
3Proficio Capital Partners LLC233,312$3.5M15.47%2023-12-31
4COMMONWEALTH EQUITY SERVICES, LLC76,039$3.2M5.04%2025-12-31
5LPL Financial LLC69,485$3.0M4.60%2025-12-31
6Principia Wealth Advisory, LLC68,792$2.9M4.56%2025-12-31
7CITADEL ADVISORS LLC52,078$2.2M3.45%2025-12-31
8Sowell Financial Services LLC50,820$2.0M3.37%2025-09-30
9Empire Financial Management Company, LLC46,763$2.0M3.10%2025-12-31
10Sanctuary Advisors, LLC44,831$1.9M2.97%2025-12-31
11HBW Advisory Services LLC25,181$1.1M1.67%2025-12-31
12Lionsbridge Wealth Management LLC46,265$985.9K3.06%2024-09-30
13ENVESTNET ASSET MANAGEMENT INC20,700$881.0K1.37%2025-12-31
14PRINCIPAL SECURITIES, INC.19,422$826.6K1.28%2025-12-31
15CIBC Private Wealth Group, LLC35,524$757.0K2.35%2024-09-30
16OLD MISSION CAPITAL LLC25,430$746.1K1.68%2025-06-30
17Prospera Financial Services Inc44,134$654.9K2.92%2023-12-31
18JANE STREET GROUP, LLC15,360$617.9K1.01%2025-09-30
19MML INVESTORS SERVICES, LLC14,082$599.3K0.93%2025-12-31
20SUSQUEHANNA INTERNATIONAL GROUP, LLP12,910$519.3K0.85%2025-09-30
21Tradition Wealth Management, LLC11,359$483.4K0.75%2025-12-31
22AlphaStar Capital Management, LLC10,900$463.9K0.72%2025-12-31
23RAYMOND JAMES FINANCIAL INC10,865$462.4K0.72%2025-12-31
24Gladstone Institutional Advisory LLC27,255$449.3K1.80%2023-09-30
25KINGSWOOD WEALTH ADVISORS, LLC16,306$409.3K1.08%2025-06-30
26GOLDMAN SACHS GROUP INC18,586$353.1K1.23%2024-06-30
27Weaver Consulting Group8,000$340.5K0.53%2025-12-31
28Mariner, LLC6,740$286.9K0.44%2025-12-31
29ADVISOR GROUP HOLDINGS, INC.6,739$286.8K0.44%2025-12-31
30DAVENPORT & Co LLC6,500$276.6K0.43%2025-12-31
31Raymond James Financial Services Advisors, Inc.12,681$270.2K0.84%2024-09-30
32Clear Creek Financial Management, LLC13,824$262.7K0.91%2024-06-30
33Kovack Advisors, Inc.5,972$258.9K0.39%2025-12-31
34STIFEL FINANCIAL CORP5,572$237.1K0.36%2025-12-31
35180 WEALTH ADVISORS, LLC5,540$235.8K0.36%2025-12-31
36Lido Advisors, LLC7,964$233.7K0.52%2025-06-30
37Cetera Investment Advisers5,449$231.9K0.36%2025-12-31
38PRUDENTIAL PLC7,790$228.6K0.51%2025-06-30
39Strategic Financial Concepts, LLC5,002$201.2K0.33%2025-09-30
40UBS Group AG4,043$162.6K0.26%2025-09-30
41Highlander Capital Management, LLC8,293$147.8K0.55%2024-03-31
42DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main7,000$126.1K0.46%2024-03-31
43Royal Bank of Canada2,330$99.0K0.15%2025-12-31
44SIMPLEX TRADING, LLC1,920$81.7K0.12%2025-12-31
45BREWIN DOLPHIN Ltd3,790$72.5K0.25%2023-12-31
46Federation des caisses Desjardins du Quebec1,570$66.8K0.10%2025-12-31
47BANK OF MONTREAL /CAN/1,345$57.2K0.08%2025-12-31
48North Star Investment Management Corp.1,000$42.6K0.06%2025-12-31
49Stonebridge Capital Advisors LLC2,000$35.9K0.13%2023-06-30
50Global Wealth Management Investment Advisory, Inc.1,924$28.6K0.12%2023-12-31
51PNC Financial Services Group, Inc.800$23.5K0.05%2025-06-30
52AE Wealth Management LLC500$21.3K0.03%2025-12-31
53MORGAN STANLEY500$21.3K0.03%2025-12-31
54Kestra Advisory Services, LLC494$21.0K0.03%2025-12-31
55Allworth Financial LP481$20.5K0.03%2025-12-31
56ASSETMARK, INC451$19.2K0.02%2025-12-31
57Ahrens Investment Partners LLC1,000$18.0K0.06%2023-06-30
58Cape Investment Advisory, Inc.400$17.0K0.02%2025-12-31
59Steward Partners Investment Advisory, LLC350$14.9K0.02%2025-12-31
60Farther Finance Advisors, LLC312$13.3K0.02%2025-12-31
61Kiker Wealth Management, LLC334$9.8K0.02%2025-06-30
62Parallel Advisors, LLC371$6.6K0.02%2024-03-31
63Coastal Investment Advisors, Inc.111$4.7K0.00%2025-12-31
64Newbridge Financial Services Group, Inc.275$4.5K0.01%2023-09-30
65Caitlin John, LLC97$4.1K0.00%2025-12-31
66Painted Porch Advisors LLC195$3.7K0.01%2025-06-30
67GROUP ONE TRADING, L.P.84$3.6K0.00%2025-12-31
68O'Dell Group, LLC200$3.3K0.01%2023-09-30
69BANK OF AMERICA CORP /DE/100$2.5K0.00%2025-03-31
70Tower Research Capital LLC (TRC)74$1.4K0.00%2024-12-31
71FMR LLC23$9750.00%2025-12-31
72BLAIR WILLIAM & CO/IL22$6450.00%2025-06-30
73Cambridge Investment Research Advisors, Inc.5,188$2210.34%2025-12-31
74Kilter Group LLC2$830.00%2025-12-31
75FIRST MANHATTAN CO4$710.00%2024-03-31
76WELLS FARGO & COMPANY/MN1$330.00%2025-12-31
77CWM, LLC300$130.01%2025-12-31
78CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30