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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 35473M105

FRANKLIN TEMPLETON HOLDINGS

110 institutions · $146.8M total · 3,256,361 shares · FGDL

#ManagerSharesValue% of TotalPeriod
1ENVESTNET ASSET MANAGEMENT INC710,228$40.9M21.81%2025-12-31
2FRANKLIN RESOURCES INC785,000$20.1M24.10%2023-09-30
3LPL Financial LLC259,327$14.9M7.96%2025-12-31
4COMMONWEALTH EQUITY SERVICES, LLC222,988$12.8M6.84%2025-12-31
5Envestnet Portfolio Solutions, Inc.156,818$9.0M4.81%2025-12-31
6JPMORGAN CHASE & CO107,205$6.2M3.29%2025-12-31
7BANK OF MONTREAL /CAN/93,550$4.8M2.87%2025-09-30
8Cetera Investment Advisers61,356$3.5M1.88%2025-12-31
9JANE STREET GROUP, LLC61,162$3.5M1.87%2025-12-31
10MACKENZIE FINANCIAL CORP117,000$3.0M3.59%2023-09-30
113EDGE Asset Management, LP35,614$2.1M1.09%2025-12-31
12MML INVESTORS SERVICES, LLC34,381$2.0M1.05%2025-12-31
13Federation des caisses Desjardins du Quebec30,182$1.7M0.92%2025-12-31
14ADVISOR GROUP HOLDINGS, INC.27,764$1.6M0.85%2025-12-31
15One Wealth Advisors, LLC18,866$1.1M0.57%2025-12-31
16Perigon Wealth Management, LLC17,115$985.8K0.52%2025-12-31
17CITADEL ADVISORS LLC16,201$933.2K0.49%2025-12-31
18Avise Financial Cooperative, Inc.15,556$896.0K0.47%2025-12-31
19Resources Investment Advisors, LLC.14,605$841.2K0.44%2025-12-31
20Horst & Graben Wealth Management LLC13,452$774.8K0.41%2025-12-31
21Equitable Holdings, Inc.13,067$752.7K0.40%2025-12-31
22RAYMOND JAMES FINANCIAL INC12,515$720.9K0.38%2025-12-31
23UNITED CAPITAL FINANCIAL ADVISERS, LLC11,502$662.5K0.35%2025-12-31
24ASSETMARK, INC11,258$648.5K0.34%2025-12-31
25Sharkey, Howes & Javer11,240$647.4K0.34%2025-12-31
26PFG Investments, LLC9,887$569.5K0.30%2025-12-31
27Trademark Financial Management, LLC9,696$558.5K0.29%2025-12-31
28Brinker Capital Investments, LLC9,168$528.1K0.28%2025-12-31
29GeoWealth Management, LLC9,041$520.8K0.27%2025-12-31
30Mason & Associates Inc8,784$506.0K0.26%2025-12-31
31BAILARD, INC.8,000$460.8K0.24%2025-12-31
32Mariner, LLC8,900$459.8K0.27%2025-09-30
33Bank of New York Mellon Corp7,601$437.8K0.23%2025-12-31
34Merit Financial Group, LLC7,339$422.7K0.22%2025-12-31
35Financial Advocates Investment Management9,535$419.3K0.29%2025-06-30
36SigFig Wealth Management, LLC7,075$407.7K0.21%2025-12-31
37Davis Wealth Advisors, LLC6,801$391.7K0.20%2025-12-31
38Brookstone Capital Management6,202$357.2K0.19%2025-12-31
39Spinnaker Investment Group, LLC6,161$354.9K0.18%2025-12-31
40MRA Advisory Group5,861$337.6K0.17%2025-12-31
41Sonoma Allocations LLC4,874$303.4K0.14%2025-12-31
42Sanctuary Advisors, LLC5,237$301.7K0.16%2025-12-31
43RFG Advisory, LLC4,899$282.2K0.15%2025-12-31
44Royal Bank of Canada4,754$274.0K0.14%2025-12-31
45ARTHUR M. COHEN & ASSOCIATES, LLC5,236$270.5K0.16%2025-09-30
46Steward Partners Investment Advisory, LLC4,147$238.9K0.12%2025-12-31
47GREAT VALLEY ADVISOR GROUP, INC.4,127$237.8K0.12%2025-12-31
48OneAscent Financial Services LLC4,085$235.3K0.12%2025-12-31
49MGO ONE SEVEN LLC4,019$231.5K0.12%2025-12-31
50Pensionmark Financial Group, LLC4,164$224.1K0.12%2025-12-31
51SUSQUEHANNA INTERNATIONAL GROUP, LLP4,269$220.5K0.13%2025-09-30
52THEORY FINANCIAL LLC3,160$212.9K0.09%2025-12-31
53OpenArc Corporate Advisory, LLC3,614$208.2K0.11%2025-12-31
54LifePlan Investment Advisors, Inc.3,538$203.8K0.10%2025-12-31
55EverSource Wealth Advisors, LLC2,788$160.6K0.08%2025-12-31
56FMR LLC2,596$149.5K0.07%2025-12-31
57Farther Finance Advisors, LLC2,495$143.7K0.07%2025-12-31
58Kestra Advisory Services, LLC1,562$90.0K0.04%2025-12-31
59SRS Capital Advisors, Inc.1,500$86.4K0.04%2025-12-31
60PRINCIPAL SECURITIES, INC.1,400$72.3K0.04%2025-09-30
61Modus Advisors, LLC1,120$64.5K0.03%2025-12-31
62UBS Group AG1,659$58.2K0.05%2024-12-31
63Clarity Asset Management, Inc.830$47.8K0.02%2025-12-31
64ST GERMAIN D J CO INC792$45.6K0.02%2025-12-31
65COMERICA BANK779$44.9K0.02%2025-12-31
66JFS WEALTH ADVISORS, LLC774$44.6K0.02%2025-12-31
67Transamerica Financial Advisors, Inc.644$37.1K0.01%2025-12-31
68CIBC Private Wealth Group, LLC1,000$35.2K0.03%2024-09-30
69Advisory Services Network, LLC583$30.1K0.01%2025-09-30
70HARBOUR INVESTMENTS, INC.509$29.3K0.01%2025-12-31
71MORGAN STANLEY500$28.8K0.01%2025-12-31
72BANK OF AMERICA CORP /DE/484$27.9K0.01%2025-12-31
73Scarborough Advisors, LLC441$25.4K0.01%2025-12-31
74BlackRock, Inc.422$24.3K0.01%2025-12-31
75PNC Financial Services Group, Inc.252$14.5K0.00%2025-12-31
76Wealthspire Advisors, LLC268$13.8K0.00%2025-09-30
77Archer Investment Corp226$13.0K0.00%2025-12-31
78Financial Network Wealth Advisors LLC221$12.7K0.00%2025-12-31
79INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC210$12.1K0.00%2025-12-31
80US BANCORP \DE\220$9.7K0.00%2025-06-30
81Global Retirement Partners, LLC161$9.3K0.00%2025-12-31
82WELLS FARGO & COMPANY/MN100$5.8K0.00%2025-12-31
83Gen-Wealth Partners Inc88$5.1K0.00%2025-12-31
84MATHER GROUP, LLC.95$4.9K0.00%2025-09-30
85Kilter Group LLC86$4.4K0.00%2025-12-31
86ZRC WEALTH MANAGEMENT, LLC75$4.3K0.00%2025-12-31
87UMA Financial Services, Inc.72$4.1K0.00%2025-12-31
88Camelot Portfolios, LLC68$3.9K0.00%2025-12-31
89PARK AVENUE SECURITIES LLC57,974$3.3K1.78%2025-12-31
90OPTIMA CAPITAL LLC54$3.1K0.00%2025-12-31
91Ameritas Advisory Services, LLC50$2.6K0.00%2025-09-30
92CoreCap Advisors, LLC44$2.5K0.00%2025-12-31
93CWM, LLC43,144$2.5K1.32%2025-12-31
94Cornerstone Planning Group LLC22$1.6K0.00%2025-12-31
95Thrivent Financial for Lutherans18,711$1.1K0.57%2025-12-31
96Janney Montgomery Scott LLC16,314$9400.50%2025-12-31
97SageView Advisory Group, LLC16$9220.00%2025-12-31
98Rockefeller Capital Management L.P.17$8780.00%2025-09-30
99Key Capital Management, INC15$8640.00%2025-12-31
100Cambridge Investment Research Advisors, Inc.14,645$8440.44%2025-12-31
101Strategic Wealth Partners, Ltd.16$8270.00%2025-09-30
102FLOW TRADERS U.S. LLC17,182$7550.52%2025-06-30
103Parallel Advisors, LLC12$6910.00%2025-12-31
104NATURAL INVESTMENTS, LLC10,101$5810.31%2025-12-31
105HRT FINANCIAL LP7,911$3470.24%2025-06-30
106Investor's Fiduciary Advisor Network, LLC5,795$3330.17%2025-12-31
107Allworth Financial LP4$2310.00%2025-12-31
108Capital Analysts, LLC817$470.02%2025-12-31
109BESSEMER GROUP INC371$210.01%2025-12-31
110CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30