Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 26923N108

ETF OPPORTUNITIES TRUST

75 institutions · $45.4M total · 990,727 shares

#ManagerSharesValue% of TotalPeriod
1LPL Financial LLC164,393$8.1M16.59%2025-12-31
2Atria Investments, Inc147,811$6.1M14.91%2024-06-30
3WorthPointe, LLC95,883$4.7M9.67%2025-12-31
4Encompass More Asset Management40,865$2.0M4.12%2025-12-31
5COMMONWEALTH EQUITY SERVICES, LLC40,608$2.0M4.09%2025-12-31
6AE Wealth Management LLC36,964$1.8M3.73%2025-12-31
7TopTier Wealth Management, LLC31,033$1.5M3.13%2025-12-31
8MML INVESTORS SERVICES, LLC30,741$1.5M3.10%2025-12-31
9MORGAN STANLEY28,627$1.4M2.88%2025-12-31
10ENVESTNET ASSET MANAGEMENT INC28,309$1.4M2.85%2025-12-31
11Brookstone Capital Management24,514$1.2M2.47%2025-12-31
12SUSQUEHANNA INTERNATIONAL GROUP, LLP32,991$1.1M3.32%2023-12-31
13CITADEL ADVISORS LLC19,458$850.7K1.96%2024-12-31
14AVANTAX ADVISORY SERVICES, INC.16,629$784.2K1.67%2025-06-30
15Cetera Investment Advisers12,620$623.3K1.27%2025-12-31
16Creative Planning12,331$609.1K1.24%2025-12-31
17Clear Creek Financial Management, LLC11,856$585.6K1.19%2025-12-31
18ADVISOR GROUP HOLDINGS, INC.11,816$583.6K1.19%2025-12-31
19Integrated Wealth Concepts LLC10,370$511.3K1.04%2025-09-30
20Regal Investment Advisors LLC10,148$501.2K1.02%2025-12-31
21McCollum Christoferson Group LLC9,420$465.3K0.95%2025-12-31
22Empirical Financial Services, LLC d.b.a. Empirical Wealth Management9,857$464.9K0.99%2025-06-30
23Private Advisor Group, LLC8,141$402.1K0.82%2025-12-31
24STIFEL FINANCIAL CORP11,188$369.6K1.12%2023-12-31
25Kingsview Wealth Management, LLC7,473$369.1K0.75%2025-12-31
26VERUS CAPITAL PARTNERS, LLC7,250$358.1K0.73%2025-12-31
27RAYMOND JAMES FINANCIAL INC7,047$348.0K0.71%2025-12-31
28Great Waters Wealth Management6,659$328.9K0.67%2025-12-31
29Golden State Equity Partners6,324$312.3K0.63%2025-12-31
30Waverly Advisors, LLC6,084$300.5K0.61%2025-12-31
31Merit Financial Group, LLC5,935$293.1K0.59%2025-12-31
32D.A. DAVIDSON & CO.5,922$292.5K0.59%2025-12-31
33VICTORY FINANCIAL GROUP, LLC5,862$289.5K0.59%2025-12-31
34RAYMOND JAMES & ASSOCIATES6,401$279.4K0.64%2024-09-30
35Cetera Advisors LLC6,462$261.5K0.65%2024-03-31
36Cetera Advisor Networks LLC6,151$248.9K0.62%2024-03-31
37Fairman Group, LLC4,976$245.8K0.50%2025-12-31
38CLG LLC4,807$237.4K0.48%2025-12-31
39HARBOUR INVESTMENTS, INC.4,798$237.0K0.48%2025-12-31
40Winch Advisory Services, LLC4,357$215.2K0.43%2025-12-31
41BerganKDV Wealth Management, LLC3,148$106.6K0.31%2023-09-30
42BANK OF MONTREAL /CAN/2,090$103.2K0.21%2025-12-31
43Global Wealth Management Investment Advisory, Inc.3,100$102.4K0.31%2023-12-31
44UBS Group AG2,019$95.2K0.20%2025-06-30
45RMG Wealth Management LLC1,762$87.0K0.17%2025-09-30
46Stuart Chaussee & Associates, Inc.2,000$85.6K0.20%2025-03-31
47Kestra Advisory Services, LLC1,718$84.9K0.17%2025-12-31
48WealthPlan Investment Management, LLC495$57.7K0.04%2023-09-30
49JNBA Financial Advisors1,081$53.4K0.10%2025-12-31
50Royal Bank of Canada867$43.0K0.08%2025-12-31
51S.A. Mason LLC805$38.0K0.08%2025-06-30
52TUCKER ASSET MANAGEMENT LLC635$31.4K0.06%2025-12-31
53PRINCIPAL SECURITIES, INC.601$29.6K0.06%2025-09-30
54WR Wealth Planners, LLC550$24.0K0.05%2024-12-31
55Sugarloaf Wealth Management, LLC500$21.9K0.05%2024-12-31
56Larson Financial Group LLC400$19.8K0.04%2025-12-31
57WELLS FARGO & COMPANY/MN301$14.8K0.03%2025-12-31
58Farther Finance Advisors, LLC256$12.6K0.02%2025-12-31
59Steward Partners Investment Advisory, LLC245$12.1K0.02%2025-12-31
60NewEdge Advisors, LLC241$11.9K0.02%2025-12-31
61Tanglewood Legacy Advisors, LLC170$8.4K0.01%2025-09-30
62Castleview Partners, LLC202$8.3K0.02%2024-09-30
63JPMORGAN CHASE & CO117$5.8K0.01%2025-12-31
64Colonial Trust Advisors75$3.7K0.00%2025-12-31
65CoreCap Advisors, LLC70$2.9K0.00%2024-06-30
66Golden State Wealth Management, LLC49$2.4K0.00%2025-12-31
67Cito Capital Group, LLC11,000$5431.11%2025-12-31
68Betterment LLC6,212$3070.62%2025-12-31
69Cambridge Investment Research Advisors, Inc.4,750$2350.47%2025-12-31
70IFP Advisors, Inc3$1480.00%2025-12-31
71CWM, LLC1,095$540.11%2025-12-31
72FMR LLC1$470.00%2025-06-30
73Ronald Blue Trust, Inc.783$250.07%2023-09-30
74Householder Group Estate & Retirement Specialist, LLC305$130.03%2024-09-30
75CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30