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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 301505558

EXCHANGE TRADED CONCEPTS TRU

58 institutions · $23.8M total · 1,703,060 shares

#ManagerSharesValue% of TotalPeriod
1EVERGREEN CAPITAL MANAGEMENT LLC313,174$4.6M18.38%2025-12-31
2WEALTH ENHANCEMENT ADVISORY SERVICES, LLC130,463$2.1M7.66%2025-03-31
3Grove Street Fiduciary, LLC141,960$2.1M8.33%2025-12-31
4JANE STREET GROUP, LLC132,202$1.9M7.76%2025-12-31
5COMMONWEALTH EQUITY SERVICES, LLC95,467$1.4M5.60%2025-12-31
6Clearstead Advisors, LLC69,942$1.0M4.10%2025-12-31
7Cetera Investment Advisers69,212$1.0M4.06%2025-12-31
8GTS SECURITIES LLC62,323$917.4K3.65%2025-12-31
9Royal Bank of Canada48,016$707.0K2.81%2025-12-31
10Prosperity Financial Group, Inc.39,388$614.5K2.31%2025-09-30
11AMERIPRISE FINANCIAL INC41,218$606.7K2.42%2025-12-31
12Ausdal Financial Partners, Inc.39,486$581.2K2.31%2025-12-31
13Ethos Financial Group, LLC31,057$457.2K1.82%2025-12-31
14SHEETS SMITH WEALTH MANAGEMENT28,814$449.5K1.69%2025-09-30
15SMITH, MOORE & CO.26,737$393.6K1.56%2025-12-31
16AXXCESS WEALTH MANAGEMENT, LLC25,325$386.2K1.48%2024-06-30
17Toroso Investments, LLC20,089$329.5K1.17%2024-09-30
18Alliance Wealth Advisors, LLC22,000$323.8K1.29%2025-12-31
19CITADEL ADVISORS LLC19,564$320.9K1.14%2024-09-30
20Ameritas Advisory Services, LLC20,524$302.1K1.20%2025-12-31
21BANK OF MONTREAL /CAN/16,700$254.0K0.98%2024-06-30
22QUANTIFY CHAOS ADVISORS, LLC16,101$237.0K0.94%2025-12-31
23SUSQUEHANNA INTERNATIONAL GROUP, LLP15,774$232.2K0.92%2025-12-31
24Cetera Advisor Networks LLC16,177$232.1K0.94%2024-03-31
25ENVESTNET ASSET MANAGEMENT INC15,448$227.4K0.90%2025-12-31
26OLD MISSION CAPITAL LLC13,993$218.3K0.82%2025-09-30
27BECK CAPITAL MANAGEMENT, LLC13,047$214.0K0.76%2024-09-30
28UBS Group AG11,995$176.6K0.70%2025-12-31
29Symmetry Partners, LLC11,373$167.4K0.66%2025-12-31
30HighTower Advisors, LLC10,608$165.5K0.62%2025-09-30
31ORG Partners LLC10,004$162.0K0.58%2024-12-31
32ADVISOR GROUP HOLDINGS, INC.10,254$150.9K0.60%2025-12-31
33DAYMARK WEALTH PARTNERS, LLC10,117$148.9K0.59%2025-12-31
34PRINCIPAL SECURITIES, INC.7,341$114.5K0.43%2025-09-30
35RAYMOND JAMES FINANCIAL INC4,033$66.9K0.23%2025-06-30
36ZRC WEALTH MANAGEMENT, LLC4,390$64.6K0.25%2025-12-31
37Asset Dedication, LLC4,345$64.0K0.25%2025-12-31
38Global Retirement Partners, LLC3,618$53.3K0.21%2025-12-31
39MAI Capital Management3,250$47.8K0.19%2025-12-31
40ATTICUS WEALTH MANAGEMENT, LLC2,520$41.8K0.14%2025-06-30
41Steward Partners Investment Advisory, LLC2,401$35.3K0.14%2025-12-31
42MATHER GROUP, LLC.2,000$28.7K0.11%2024-06-30
43FMR LLC1,500$24.3K0.08%2024-12-31
44WOLFF WIESE MAGANA LLC735$10.8K0.04%2025-12-31
45WELLS FARGO & COMPANY/MN400$5.9K0.02%2025-12-31
46McIlrath & Eck, LLC400$5.9K0.02%2025-12-31
47American Portfolios Advisors400$4.7K0.02%2023-03-31
48Pinnacle Wealth Planning Services, Inc.128$1.9K0.00%2025-12-31
49Venturi Wealth Management, LLC111$1.4K0.00%2023-09-30
50Main Management ETF Advisors, LLC86,295$1.3K5.06%2024-06-30
51JPMORGAN CHASE & CO41$6250.00%2024-12-31
52Cambridge Investment Research Advisors, Inc.27,718$4081.62%2025-12-31
53MORGAN STANLEY2$410.00%2025-12-31
54SIMPLEX TRADING, LLC1,500$230.08%2025-09-30
55CWM, LLC902$150.05%2024-09-30
56Main Management LLC478$70.02%2024-06-30
57CIBC Private Wealth Group, LLC0$60.00%2025-09-30
58CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30