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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 316092196

FIDELITY COVINGTON TRUST

80 institutions · $42.5M total · 1,211,581 shares

#ManagerSharesValue% of TotalPeriod
1Atria Wealth Solutions, Inc.241,409$8.6M19.92%2025-06-30
2TORNO CAPITAL, LLC180,000$5.8M14.85%2025-03-31
3Financial Engines Advisors L.L.C.93,526$3.6M7.71%2025-12-31
4BANK OF AMERICA CORP /DE/80,585$3.1M6.65%2025-12-31
5Mutual Advisors, LLC54,915$2.1M4.53%2025-12-31
6COMMONWEALTH EQUITY SERVICES, LLC40,572$1.6M3.34%2025-12-31
7CITADEL ADVISORS LLC40,426$1.6M3.33%2025-12-31
8JANE STREET GROUP, LLC30,256$1.5M2.49%2025-09-30
9Kestra Advisory Services, LLC38,296$1.5M3.16%2025-12-31
10Savvy Advisors, Inc.34,667$1.3M2.86%2025-12-31
11Mariner, LLC32,839$1.3M2.71%2025-12-31
12Cyndeo Wealth Partners, LLC26,600$1.0M2.19%2025-12-31
13OLD MISSION CAPITAL LLC28,339$920.7K2.33%2024-12-31
14Cetera Investment Advisers22,760$876.9K1.87%2025-12-31
15ENVESTNET ASSET MANAGEMENT INC27,395$808.4K2.26%2024-06-30
16Prairie Wealth Advisors, Inc.0$519.6K0.00%2025-12-31
17GTS SECURITIES LLC12,960$499.3K1.06%2025-12-31
18B. Riley Wealth Advisors, Inc.12,676$488.4K1.04%2025-12-31
19Traynor Capital Management, Inc.12,387$477.2K1.02%2025-12-31
20NewEdge Advisors, LLC11,621$447.7K0.95%2025-12-31
21Sowell Financial Services LLC11,952$425.5K0.98%2025-06-30
22LPL Financial LLC10,506$404.7K0.86%2025-12-31
23SUSQUEHANNA INTERNATIONAL GROUP, LLP9,644$343.3K0.79%2025-06-30
24Cetera Advisor Networks LLC10,106$297.5K0.83%2024-03-31
25Sterling Investment Advisors, Ltd.7,185$276.8K0.59%2025-12-31
26AE Wealth Management LLC6,309$243.1K0.52%2025-12-31
27SC&H Financial Advisors, Inc.6,040$232.7K0.49%2025-12-31
28Quadrature Capital Ltd5,905$227.5K0.48%2025-12-31
29CIBC WORLD MARKET INC.4,500$220.9K0.37%2025-09-30
30Sanctuary Advisors, LLC5,804$203.7K0.47%2024-12-31
31U.S. Capital Wealth Advisors, LLC5,246$202.1K0.43%2025-12-31
32Sunbelt Securities, Inc.5,144$198.2K0.42%2025-12-31
33BANK OF MONTREAL /CAN/16,499$193.0K1.36%2023-03-31
34Belvedere Trading LLC6,500$191.8K0.53%2024-09-30
35Advisory Services Network, LLC2,632$129.2K0.21%2025-09-30
36Ameritas Advisory Services, LLC2,051$100.7K0.16%2025-09-30
37FMR LLC2,202$84.8K0.18%2025-12-31
38Glass Jacobson Investment Advisors llc1,854$71.4K0.15%2025-12-31
39MORGAN STANLEY1,590$61.3K0.13%2025-12-31
40Aptus Capital Advisors, LLC1,513$58.3K0.12%2025-12-31
41ADVISOR GROUP HOLDINGS, INC.1,328$51.2K0.10%2025-12-31
42HOWE & RUSLING INC1,004$35.7K0.08%2025-06-30
43Birchwood Financial Partners, Inc.879$33.9K0.07%2025-12-31
44Allworth Financial LP700$27.0K0.05%2025-12-31
45UBS Group AG668$25.7K0.05%2025-12-31
46RAYMOND JAMES FINANCIAL INC558$19.9K0.04%2025-06-30
47Manchester Capital Management LLC500$19.3K0.04%2025-12-31
48GROUP ONE TRADING, L.P.500$19.3K0.04%2025-12-31
49BARRETT & COMPANY, INC.450$17.3K0.03%2025-12-31
50Global Retirement Partners, LLC375$14.4K0.03%2025-12-31
51Farther Finance Advisors, LLC355$13.7K0.02%2025-12-31
52Aspect Partners, LLC350$11.4K0.02%2024-12-31
53Steward Partners Investment Advisory, LLC274$8.9K0.02%2024-12-31
54NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO200$7.1K0.01%2025-06-30
55JPMORGAN CHASE & CO173$6.7K0.01%2025-12-31
56Spire Wealth Management165$5.4K0.01%2024-12-31
57SIMPLEX TRADING, LLC130$5.0K0.01%2025-12-31
58SRS Capital Advisors, Inc.121$4.7K0.00%2025-12-31
59JNBA Financial Advisors121$4.7K0.00%2025-12-31
60Rossby Financial, LCC81$4.0K0.00%2025-09-30
61Royal Bank of Canada150$4.0K0.01%2024-09-30
62Roxbury Financial LLC82$3.2K0.00%2025-12-31
63CoreCap Advisors, LLC59$2.1K0.00%2025-06-30
64MAI Capital Management44$1.7K0.00%2025-12-31
65Tower Research Capital LLC (TRC)62$1.7K0.00%2024-09-30
66HARBOUR INVESTMENTS, INC.29$1.1K0.00%2025-12-31
67Larson Financial Group LLC29$1.1K0.00%2025-12-31
68Venturi Wealth Management, LLC66$1.1K0.00%2023-12-31
69Garton & Associates Financial Advisors LLC20$7840.00%2025-12-31
70GOLDMAN SACHS GROUP INC50,000$6824.12%2024-03-31
71Cooksen Wealth, LLC17$6120.00%2025-06-30
72MML INVESTORS SERVICES, LLC6,183$2010.51%2024-12-31
73O'SHAUGHNESSY ASSET MANAGEMENT, LLC5$1930.00%2025-12-31
74JONES FINANCIAL COMPANIES LLLP5$1930.00%2025-12-31
75WELLS FARGO & COMPANY/MN1$530.00%2025-12-31
76HALBERT HARGROVE GLOBAL ADVISORS, LLC1$320.00%2025-06-30
77CWM, LLC248$100.02%2025-12-31
78Laurel Wealth Advisors LLC1$90.00%2023-06-30
79Briaud Financial Planning, Inc236$80.01%2025-06-30
80CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30