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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 301471108

EXCHANGE PLACE ADVISORS TRUS

11 institutions · $34.3M total · 1,590,523 shares

#ManagerSharesValue% of TotalPeriod
1SMI Advisory Services, LLC736,907$19.0M46.33%2025-12-31
2RED CEDAR INVESTMENT MANAGEMENT, LLC466,193$12.0M29.31%2025-12-31
3Merit Financial Group, LLC49,994$1.3M3.14%2025-12-31
4WEST MICHIGAN ADVISORS, LLC30,265$778.0K1.90%2025-12-31
5JANE STREET GROUP, LLC22,493$577.8K1.41%2025-12-31
6AdvisorNet Financial, Inc14,220$365.3K0.89%2025-12-31
7ADVISOR GROUP HOLDINGS, INC.12,808$329.0K0.80%2025-12-31
8Allworth Financial LP200$5.1K0.01%2025-12-31
9CSM Advisors, LLC198,202$5.1K12.46%2025-12-31
10COMMONWEALTH EQUITY SERVICES, LLC59,241$1.5K3.72%2025-09-30
11CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30