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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 37954Y574

GLOBAL X FDS

116 institutions · $651.5M total · 14,185,450 shares

#ManagerSharesValue% of TotalPeriod
1WEALTH ENHANCEMENT ADVISORY SERVICES, LLC4,679,763$221.9M32.98%2025-12-31
2WADDELL & ASSOCIATES, LLC1,593,001$73.9M11.22%2025-12-31
3LPL Financial LLC1,252,765$58.1M8.83%2025-12-31
4Bogart Wealth, LLC957,324$44.4M6.74%2025-12-31
5COMMONWEALTH EQUITY SERVICES, LLC620,532$28.8M4.37%2025-12-31
6Tidemark, LLC452,177$21.0M3.18%2025-12-31
7Private Advisor Group, LLC428,231$19.9M3.01%2025-12-31
8Meridian Wealth Management, LLC289,957$13.4M2.04%2025-12-31
9NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO250,377$11.6M1.76%2025-12-31
10Cetera Investment Advisers249,460$11.6M1.75%2025-12-31
11ARQ WEALTH ADVISORS, LLC228,257$10.6M1.60%2025-12-31
12Seros Financial, LLC220,411$10.3M1.55%2025-12-31
13SIERRA OCEAN, LLC174,116$8.1M1.22%2025-12-31
14Kovack Advisors, Inc.179,288$8.0M1.26%2025-06-30
15CHANNEL WEALTH LLC171,868$8.0M1.21%2025-12-31
16RAYMOND JAMES FINANCIAL INC161,673$7.5M1.13%2025-12-31
17Able Wealth Management LLC149,578$6.9M1.05%2025-12-31
18Royal Bank of Canada134,739$6.2M0.94%2025-12-31
19Equitable Holdings, Inc.129,266$6.0M0.91%2025-12-31
20ENVESTNET ASSET MANAGEMENT INC106,343$4.9M0.74%2025-12-31
21TITLEIST ASSET MANAGEMENT, LLC101,388$4.7M0.71%2025-12-31
22Tactive Advisors, LLC101,090$4.7M0.71%2025-12-31
23Synergy Investment Management, LLC88,141$4.1M0.62%2025-12-31
24CreativeOne Wealth, LLC85,739$4.0M0.60%2025-12-31
25TWO SIGMA INVESTMENTS, LP77,000$3.6M0.54%2025-12-31
26Sharkey, Howes & Javer78,434$3.1M0.55%2024-06-30
27WILEY BROS.-AINTREE CAPITAL, LLC66,638$3.1M0.46%2025-12-31
28MML INVESTORS SERVICES, LLC66,621$3.1M0.46%2025-12-31
29AVANTAX ADVISORY SERVICES, INC.66,388$3.0M0.46%2025-06-30
30Kingsview Wealth Management, LLC53,600$2.5M0.37%2025-12-31
31Atria Wealth Solutions, Inc.47,081$2.1M0.33%2025-06-30
32OneAscent Financial Services LLC44,610$2.1M0.31%2025-09-30
33NORTHEAST PLANNING ASSOCIATES, INC. / NH /41,470$1.9M0.29%2025-12-31
34NATIONS FINANCIAL GROUP INC, /IA/ /ADV40,345$1.9M0.28%2025-12-31
35Envestnet Portfolio Solutions, Inc.40,057$1.8M0.28%2025-06-30
36HARBOUR INVESTMENTS, INC.31,531$1.5M0.22%2025-12-31
37WCG Wealth Advisors LLC30,481$1.4M0.21%2025-12-31
38Concurrent Investment Advisors, LLC30,475$1.4M0.21%2025-12-31
39Koshinski Asset Management, Inc.28,976$1.3M0.20%2025-12-31
40Advisor Resource Council25,839$1.3M0.18%2025-12-31
41Fulcrum Equity Management30,858$1.2M0.21%2024-06-30
42Western Wealth Management, LLC23,726$1.1M0.16%2025-12-31
43Merriman Wealth Management, LLC18,690$784.9K0.13%2024-12-31
44JANE STREET GROUP, LLC16,368$761.3K0.11%2025-09-30
45MUIRFIELD WEALTH ADVISORS LLC16,203$751.3K0.11%2025-12-31
46Raymond James Financial Services Advisors, Inc.17,471$746.0K0.12%2024-09-30
47ADVISOR GROUP HOLDINGS, INC.13,884$644.2K0.09%2025-12-31
48Nova Wealth Management, Inc.13,767$638.4K0.09%2025-12-31
49Sollinda Capital Management LLC13,486$625.3K0.09%2025-12-31
50RAYMOND JAMES & ASSOCIATES13,931$594.9K0.09%2024-09-30
51Clarity Capital Partners LLC11,459$512.2K0.08%2025-06-30
52GOLDMAN SACHS GROUP INC10,725$498.8K0.07%2025-09-30
53Oxford Wealth Group, LLC10,554$489.4K0.07%2025-12-31
54GeoWealth Management, LLC9,915$459.7K0.06%2025-12-31
55DHK Financial Advisors, Inc.10,000$447.0K0.07%2025-06-30
56COMERICA BANK9,581$444.3K0.06%2025-12-31
57Cypress Capital Group9,580$444.2K0.06%2025-12-31
58Signal Advisors Wealth, LLC8,734$405.0K0.06%2025-12-31
59Creative Planning8,013$371.6K0.05%2025-12-31
60Savvy Advisors, Inc.7,715$357.7K0.05%2025-12-31
61Investment Partners Asset Management, Inc.6,974$323.4K0.04%2025-12-31
62Brand Asset Management Group, Inc.6,851$317.7K0.04%2025-12-31
63BROWN ADVISORY INC6,736$312.3K0.04%2025-12-31
64SUSQUEHANNA INTERNATIONAL GROUP, LLP6,662$308.9K0.04%2025-12-31
65Steel Peak Wealth Management LLC6,435$299.2K0.04%2025-12-31
66Legacy Capital Group California, Inc.7,169$284.4K0.05%2024-06-30
67Cetera Advisor Networks LLC6,941$283.7K0.04%2024-03-31
68Golden State Equity Partners6,070$282.3K0.04%2025-09-30
69Congress Wealth Management LLC / DE /6,070$271.3K0.04%2025-06-30
70MONECO Advisors, LLC5,739$266.1K0.04%2025-12-31
71Wealthcare Advisory Partners LLC5,285$245.1K0.03%2025-12-31
72WILLNER & HELLER, LLC4,831$224.0K0.03%2025-12-31
73Geneos Wealth Management Inc.5,306$222.9K0.03%2024-12-31
74Visionary Wealth Advisors4,734$219.5K0.03%2025-12-31
75Advisory Services Network, LLC4,659$216.0K0.03%2025-12-31
76LEAVELL INVESTMENT MANAGEMENT, INC.4,639$215.7K0.03%2025-12-31
77Perigon Wealth Management, LLC4,577$212.2K0.03%2025-12-31
78Atlas Financial Advisors, Inc.4,836$203.1K0.03%2025-03-31
79Raleigh Capital Management Inc.4,586$192.6K0.03%2024-12-31
80IFP Advisors, Inc3,132$145.7K0.02%2025-12-31
81Accurate Wealth Management, LLC4,500$139.2K0.03%2023-03-31
82Kestra Advisory Services, LLC1,500$69.5K0.01%2025-12-31
83FMR LLC1,441$66.8K0.01%2025-12-31
84Scarborough Advisors, LLC1,100$51.2K0.00%2025-12-31
85UBS Group AG1,046$48.5K0.00%2025-12-31
86O'SHAUGHNESSY ASSET MANAGEMENT, LLC993$46.0K0.00%2025-12-31
87Advisors Preferred, LLC955$44.6K0.00%2025-12-31
88Worth Asset Management, LLC1,215$36.8K0.00%2023-06-30
89Laurel Wealth Advisors LLC771$35.8K0.00%2025-12-31
90Ameritas Advisory Services, LLC750$34.9K0.00%2025-09-30
91Root Financial Partners, LLC699$32.4K0.00%2025-12-31
92Steward Partners Investment Advisory, LLC645$29.9K0.00%2025-12-31
93Grey Fox Wealth Advisors, LLC604$28.1K0.00%2025-09-30
94Larson Financial Group LLC590$27.4K0.00%2025-12-31
95Caldwell Trust Co500$23.2K0.00%2025-12-31
96MORGAN STANLEY319$14.8K0.00%2025-12-31
97PNC Financial Services Group, Inc.300$13.1K0.00%2025-03-31
98JPMORGAN CHASE & CO173$8.0K0.00%2025-09-30
99NBC SECURITIES, INC.135$6.3K0.00%2025-12-31
100Cambridge Investment Research Advisors, Inc.120,845$5.6K0.85%2025-12-31
101Capital Investment Advisory Services, LLC101$4.7K0.00%2025-12-31
102Janney Montgomery Scott LLC41,837$1.9K0.29%2025-12-31
103JONES FINANCIAL COMPANIES LLLP39$1.8K0.00%2025-12-31
104PRIVATE TRUST CO NA27$1.3K0.00%2025-12-31
105BANK OF AMERICA CORP /DE/28$1.2K0.00%2024-09-30
106Investors Research Corp25$1.2K0.00%2025-12-31
107Thrivent Financial for Lutherans19,487$9040.13%2025-12-31
108WEDBUSH SECURITIES INC9,626$4460.06%2025-12-31
109Smartleaf Asset Management LLC8$3730.00%2025-12-31
110Parkside Financial Bank & Trust7$3250.00%2025-12-31
111Arete Wealth Advisors, LLC5,609$2600.03%2025-12-31
112FLOW TRADERS U.S. LLC7,533$2280.05%2023-06-30
113WELLS FARGO & COMPANY/MN1$230.00%2025-12-31
114Capital Advisors, Ltd. LLC69$30.00%2025-12-31
115CWM, LLC50$20.00%2025-12-31
116CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30