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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 30151E715

EXCHANGE LISTED FDS TR

53 institutions · $97.1M total · 3,922,960 shares

#ManagerSharesValue% of TotalPeriod
1Foundations Investment Advisors, LLC2,519,981$63.7M64.23%2025-12-31
2CI Private Wealth, LLC475,885$12.0M12.13%2025-12-31
3GeoWealth Management, LLC233,075$5.9M5.94%2025-12-31
4GTS SECURITIES LLC76,765$1.9M1.95%2025-12-31
5Lido Advisors, LLC78,372$1.8M1.99%2023-09-30
6Aegis Wealth Management, Inc.35,247$890.9K0.89%2025-12-31
7MARIPAU WEALTH MANAGEMENT LLC31,656$766.1K0.80%2025-06-30
8FIAT WEALTH MANAGEMENT LLC32,728$761.9K0.83%2024-03-31
9Prostatis Group LLC31,069$686.3K0.79%2023-03-31
10AE Wealth Management LLC26,529$670.6K0.67%2025-12-31
11ENVESTNET ASSET MANAGEMENT INC29,124$642.2K0.74%2023-06-30
12CGN Advisors LLC25,212$610.1K0.64%2025-06-30
13Triad Wealth Partners, LLC23,592$596.3K0.60%2025-12-31
14CITADEL ADVISORS LLC19,431$489.8K0.49%2025-09-30
15Selective Wealth Management, Inc.21,764$473.8K0.55%2023-12-31
16GOLDMAN SACHS GROUP INC18,226$424.3K0.46%2024-03-31
17Signal Advisors Wealth, LLC14,916$377.0K0.38%2025-12-31
18JANE STREET GROUP, LLC15,196$371.3K0.38%2024-12-31
19AVAII WEALTH MANAGEMENT, LLC16,553$365.7K0.42%2023-03-31
20OLD MISSION CAPITAL LLC14,001$342.1K0.35%2024-12-31
21Mutual Advisors, LLC12,199$308.3K0.31%2025-12-31
22TOWNSQUARE CAPITAL LLC10,831$268.9K0.27%2025-03-31
23Continuum Advisory, LLC10,563$267.0K0.26%2025-12-31
24Orion Portfolio Solutions, LLC10,445$253.0K0.26%2024-06-30
25Brinker Capital Investments, LLC10,445$253.0K0.26%2025-06-30
26Accurate Wealth Management, LLC9,587$238.6K0.24%2025-09-30
27C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors10,740$237.2K0.27%2023-03-31
28Tactive Advisors, LLC9,657$234.3K0.24%2024-06-30
29Creative Planning9,095$225.8K0.23%2025-03-31
30SUSQUEHANNA INTERNATIONAL GROUP, LLP8,576$216.8K0.21%2025-12-31
31Beacon Capital Management, LLC9,659$213.4K0.24%2023-03-31
32LPL Financial LLC8,300$202.8K0.21%2024-12-31
33Tower Research Capital LLC (TRC)5,158$126.0K0.13%2024-12-31
34NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,502$66.8K0.03%2025-12-31
35JPMORGAN CHASE & CO2,452$59.5K0.06%2024-12-31
36AdvisorNet Financial, Inc1,983$50.0K0.05%2025-09-30
37WELLS FARGO & COMPANY/MN1,883$45.6K0.04%2024-06-30
38HARBOUR INVESTMENTS, INC.934$23.6K0.02%2025-12-31
39Geneos Wealth Management Inc.782$19.8K0.01%2025-12-31
40UBS Group AG440$10.6K0.01%2025-06-30
41Advisory Services Network, LLC200$5.1K0.00%2025-09-30
42Qube Research & Technologies Ltd115$2.8K0.00%2024-06-30
43ASSETMARK, INC108$2.7K0.00%2025-12-31
44Thrivent Financial for Lutherans27,131$6580.69%2024-03-31
45FLOW TRADERS U.S. LLC20,841$4530.53%2023-12-31
46Coppell Advisory Solutions Corp.4$880.00%2023-03-31
47Coppell Advisory Solutions LLC4$880.00%2023-12-31
48MORGAN STANLEY1$450.00%2025-12-31
49Gradient Investments LLC1$350.00%2024-06-30
50FMR LLC1$250.00%2025-03-31
51Beacon Capital Management, Inc.1$30.00%2025-12-31
52CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30
53CREATIVE FINANCIAL DESIGNS INC /ADV0$00.00%2025-12-31