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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 26923G798

ETFIS SER TR I

57 institutions · $94.2M total · 1,136,659 shares

#ManagerSharesValue% of TotalPeriod
1MERCER GLOBAL ADVISORS INC /ADV115,005$71.8M10.11%2025-12-31
2Wealthfront Advisers LLC25,686$2.8M2.25%2024-12-31
3Hedeker Wealth, LLC102,117$2.3M8.98%2024-09-30
4Delta Investment Management, LLC113,373$2.1M9.97%2025-09-30
5AVANTAX ADVISORY SERVICES, INC.78,074$1.6M6.86%2025-06-30
6Cetera Investment Advisers88,489$1.6M7.78%2025-12-31
7MILESTONE ASSET MANAGEMENT, LLC56,075$998.1K4.93%2025-12-31
8SUSQUEHANNA INTERNATIONAL GROUP, LLP50,662$901.8K4.45%2025-12-31
9AlphaStar Capital Management, LLC40,570$871.4K3.56%2023-12-31
10INTEGRITY ALLIANCE, LLC.39,065$821.1K3.43%2025-03-31
11JANE STREET GROUP, LLC32,969$693.0K2.90%2025-03-31
12Evolution Wealth Advisors, LLC30,535$619.6K2.68%2023-03-31
13RAYMOND JAMES FINANCIAL INC34,597$615.8K3.04%2025-12-31
14Sigma Planning Corp24,061$523.3K2.11%2024-12-31
15MGO ONE SEVEN LLC23,906$513.5K2.10%2023-12-31
16ENVESTNET ASSET MANAGEMENT INC27,562$490.6K2.42%2025-12-31
17Provident Wealth Management, LLC25,891$460.9K2.27%2025-12-31
18CITADEL ADVISORS LLC20,979$429.7K1.84%2025-06-30
19LPL Financial LLC23,490$418.1K2.06%2025-12-31
20OPPENHEIMER & CO INC15,130$343.0K1.33%2024-06-30
21MML INVESTORS SERVICES, LLC18,198$323.9K1.60%2025-12-31
22AXXCESS WEALTH MANAGEMENT, LLC16,087$304.2K1.41%2025-09-30
23ADVISOR GROUP HOLDINGS, INC.14,650$260.8K1.28%2025-12-31
24TRUIST FINANCIAL CORP11,726$251.9K1.03%2023-12-31
25Manchester Capital Management LLC12,600$238.3K1.10%2025-09-30
26GOLDMAN SACHS GROUP INC11,478$236.2K1.00%2024-03-31
27IFP Advisors, Inc10,625$228.2K0.93%2023-12-31
28COMMONWEALTH EQUITY SERVICES, LLC12,648$225.1K1.11%2025-12-31
29Regal Investment Advisors LLC11,234$212.4K0.98%2025-09-30
30Maia Wealth LLC9,337$208.8K0.82%2024-12-31
31Rockefeller Capital Management L.P.5,537$98.3K0.48%2025-12-31
32Destiny Wealth Partners, LLC4,293$87.1K0.37%2023-03-31
33Farther Finance Advisors, LLC4,509$80.3K0.39%2025-12-31
34Synergy Asset Management, LLC3,391$75.8K0.29%2024-12-31
35BARTLETT & CO. WEALTH MANAGEMENT LLC4,000$75.6K0.35%2025-09-30
36Belpointe Asset Management LLC2,593$53.4K0.22%2023-06-30
37Kestra Advisory Services, LLC2,766$49.2K0.24%2025-12-31
38Triumph Capital Management2,575$45.8K0.22%2025-12-31
39Royal Bank of Canada2,532$45.0K0.22%2025-12-31
40MORGAN STANLEY2,523$44.9K0.22%2025-12-31
41LGT Financial Advisors LLC1,945$41.8K0.17%2023-12-31
42JONES FINANCIAL COMPANIES LLLP646$14.6K0.05%2024-06-30
43HARBOUR INVESTMENTS, INC.614$10.9K0.05%2025-12-31
44Parkside Financial Bank & Trust447$9.4K0.03%2025-03-31
45THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.450$9.2K0.03%2025-06-30
46CIBC Private Wealth Group, LLC489$8.7K0.04%2025-12-31
47UBS Group AG193$3.4K0.01%2025-12-31
48Ameritas Advisory Services, LLC100$2.0K0.00%2025-06-30
49Virtus ETF Advisers LLC71$1.5K0.00%2025-12-31
50BANK OF AMERICA CORP /DE/42$8520.00%2023-03-31
51Smartleaf Asset Management LLC45$7970.00%2025-12-31
52DHJJ Financial Advisors, Ltd.25$4450.00%2025-12-31
53FMR LLC21$3970.00%2025-09-30
54Tower Research Capital LLC (TRC)1$210.00%2025-03-31
55WELLS FARGO & COMPANY/MN1$100.00%2025-12-31
56CWM, LLC31$10.00%2025-09-30
57CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30