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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 315911693

FIDELITY TOTAL MKT INDEX INS P

13 institutions · $21.8M total · 127,931 shares

#ManagerSharesValue% of TotalPeriod
1Vestwell Advisors, LLC82,684$15.4M64.63%2025-12-31
2IRONWOOD INVESTMENT MANAGEMENT LLC12,953$2.4M10.12%2025-12-31
3SILVERCREST ASSET MANAGEMENT GROUP LLC14,663$2.2M11.46%2024-06-30
4CARRET ASSET MANAGEMENT, LLC2,522$406.8K1.97%2024-12-31
5Fulton Bank, N.A.2,192$347.7K1.71%2024-09-30
6ENCOMPASS WEALTH ADVISORS, LLC1,957$310.4K1.52%2024-09-30
7MOODY LYNN & LIEBERSON, LLC1,645$265.3K1.28%2024-12-31
8RiverFront Investment Group, LLC1,364$232.2K1.06%2025-06-30
9Windham Capital Management, LLC1,469$219.5K1.14%2024-06-30
10Westside Investment Management, Inc.8$1.6K0.00%2025-12-31
11NEVILLE RODIE & SHAW INC1,871$3501.46%2025-12-31
12RE Dickinson Investment Advisors, LLC2,681$3302.09%2023-09-30
13Lester Murray Antman dba SimplyRich1,922$3271.50%2025-06-30