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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 30151E699

EXCHANGE LISTED FDS TR

22 institutions · $62.1M total · 3,664,720 shares

#ManagerSharesValue% of TotalPeriod
1Foundations Investment Advisors, LLC2,313,463$49.5M63.12%2023-12-31
2AE Wealth Management LLC195,841$4.2M5.34%2023-12-31
3Orion Portfolio Solutions, LLC107,947$2.3M2.94%2023-03-31
4GTS SECURITIES LLC51,245$1.1M1.39%2023-09-30
5ENVESTNET ASSET MANAGEMENT INC46,080$973.2K1.25%2023-03-31
6MARIPAU WEALTH MANAGEMENT LLC26,997$577.2K0.73%2023-12-31
7SUSQUEHANNA INTERNATIONAL GROUP, LLP25,228$539.4K0.68%2023-12-31
8JANE STREET GROUP, LLC23,531$518.6K0.64%2023-09-30
9CITADEL ADVISORS LLC23,536$503.2K0.64%2023-12-31
10JPMORGAN CHASE & CO22,311$477.0K0.60%2023-12-31
11Impact Partnership Wealth, LLC16,325$359.8K0.44%2023-09-30
12Mutual Advisors, LLC16,073$354.2K0.43%2023-09-30
13TOWNSQUARE CAPITAL LLC11,815$260.4K0.32%2023-12-31
14Axim Planning & Wealth10,698$228.7K0.29%2023-12-31
15AVAII WEALTH MANAGEMENT, LLC10,464$221.0K0.28%2023-03-31
16Tower Research Capital LLC (TRC)1,598$34.2K0.04%2023-12-31
17MONEY CONCEPTS CAPITAL CORP1,159$24.5K0.03%2023-03-31
18GeoWealth Management, LLC760,254$16.3K20.74%2023-12-31
19UBS Group AG83$1.8K0.00%2023-12-31
20Advisory Services Network, LLC72$1.5K0.00%2023-03-31
21CREATIVE FINANCIAL DESIGNS INC /ADV0$00.00%2023-09-30
22CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2023-12-31