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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 41151J109

HARBOR ETF TRUST

77 institutions · $121.3M total · 2,677,284 shares

#ManagerSharesValue% of TotalPeriod
1Pictet North America Advisors SA849,132$38.8M31.71%2025-12-31
2CROBAN192,550$8.8M7.19%2025-12-31
3LPL Financial LLC167,551$7.7M6.25%2025-12-31
4BlueStem Wealth Partners, LLC158,985$7.3M5.93%2025-12-31
5WT Wealth Management133,866$6.1M5.00%2025-12-31
6BANK OF MONTREAL /CAN/124,214$5.5M4.63%2025-03-31
7Forefront Analytics, LLC99,726$4.6M3.72%2025-06-30
8Royal Bank of Canada80,746$3.7M3.01%2025-12-31
9ADVISOR GROUP HOLDINGS, INC.75,786$3.5M2.83%2025-12-31
10FLAGSHIP HARBOR ADVISORS, LLC69,673$3.2M2.60%2025-12-31
11JPMORGAN CHASE & CO62,423$2.9M2.33%2025-12-31
12Integrated Wealth Concepts LLC59,315$2.8M2.21%2025-09-30
13Toroso Investments, LLC55,998$2.5M2.09%2025-03-31
14Archford Capital Strategies, LLC47,578$2.2M1.77%2025-12-31
15Beta Wealth Group, Inc.43,430$2.0M1.62%2025-12-31
16ENVESTNET ASSET MANAGEMENT INC42,367$1.9M1.58%2025-12-31
17Private Advisor Group, LLC39,640$1.8M1.48%2025-12-31
18BANQUE PICTET & CIE SA36,900$1.7M1.37%2025-12-31
19IFP Advisors, Inc35,987$1.7M1.34%2025-12-31
20Baird Financial Group, Inc.35,750$1.6M1.33%2023-06-30
21MML INVESTORS SERVICES, LLC33,683$1.5M1.25%2025-12-31
22JANE STREET GROUP, LLC30,504$1.4M1.13%2025-12-31
23Jefferies Financial Group Inc.28,508$1.3M1.06%2025-03-31
24Stratos Wealth Partners, LTD.17,608$804.4K0.65%2025-12-31
25CITADEL ADVISORS LLC12,539$585.1K0.46%2024-09-30
26GREENWOOD CAPITAL ASSOCIATES LLC10,096$461.2K0.37%2025-12-31
27COMMONWEALTH EQUITY SERVICES, LLC10,034$458.3K0.37%2025-12-31
28SK Wealth Management, LLC9,944$457.3K0.37%2025-12-31
29Rockefeller Capital Management L.P.10,002$456.9K0.37%2025-12-31
30GRIES FINANCIAL LLC9,418$428.7K0.35%2024-03-31
31SUSQUEHANNA INTERNATIONAL GROUP, LLP8,142$349.6K0.30%2023-12-31
32TRUIST FINANCIAL CORP7,517$343.4K0.28%2025-12-31
33LongView Wealth Management7,410$340.3K0.27%2025-12-31
34Steward Partners Investment Advisory, LLC6,797$310.5K0.25%2025-12-31
35Worth Financial Advisory Group, LLC6,377$291.3K0.23%2025-12-31
36Independence Asset Advisors, LLC5,389$246.2K0.20%2025-12-31
37HighTower Advisors, LLC4,986$227.8K0.18%2025-12-31
38BAR HARBOR WEALTH MANAGEMENT4,876$222.7K0.18%2025-12-31
39COOK WEALTH MANAGEMENT GROUP LLC5,082$221.3K0.18%2023-09-30
40Kestra Advisory Services, LLC4,681$213.8K0.17%2025-12-31
41RAYMOND JAMES FINANCIAL INC4,253$194.3K0.15%2025-12-31
42INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1,712$78.2K0.06%2025-12-31
43TOTH FINANCIAL ADVISORY CORP1,347$61.5K0.05%2025-12-31
44Column Capital Advisors, LLC1,074$46.1K0.04%2023-12-31
45JONES FINANCIAL COMPANIES LLLP989$45.0K0.03%2024-03-31
46Strategic Wealth Partners, Ltd.969$44.9K0.03%2025-09-30
47Global Retirement Partners, LLC700$32.0K0.02%2025-12-31
481620 INVESTMENT ADVISORS, INC.612$28.0K0.02%2025-12-31
49Advisory Services Network, LLC606$26.8K0.02%2023-06-30
50NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO481$20.9K0.01%2023-09-30
51TFC Financial Management, Inc.328$15.0K0.01%2025-12-31
52Venturi Wealth Management, LLC254$11.6K0.00%2024-12-31
53NewEdge Advisors, LLC235$10.7K0.00%2025-12-31
54PRINCIPAL SECURITIES, INC.173$8.0K0.00%2025-09-30
55MORGAN STANLEY168$7.7K0.00%2025-12-31
56US BANCORP \DE\140$6.0K0.00%2023-12-31
57LFA - Lugano Financial Advisors SA130$5.6K0.00%2023-12-31
58UBS Group AG98$4.5K0.00%2025-12-31
59PNC Financial Services Group, Inc.87$3.9K0.00%2025-03-31
60WEBSTER BANK, N. A.78$3.4K0.00%2023-12-31
61Farther Finance Advisors, LLC45$2.1K0.00%2025-06-30
62Plante Moran Financial Advisors, LLC44$1.9K0.00%2023-06-30
63Golden State Wealth Management, LLC31$1.4K0.00%2025-03-31
64Cape Investment Advisory, Inc.19$8470.00%2024-06-30
65Root Financial Partners, LLC18$8220.00%2025-12-31
66Allworth Financial LP19$8050.00%2023-12-31
67NewSquare Capital LLC17$7670.00%2024-06-30
68Archer Investment Corp16$7280.00%2024-03-31
69Janney Montgomery Scott LLC9,276$4240.34%2025-12-31
70Cambridge Investment Research Advisors, Inc.7,092$3240.26%2025-12-31
71FMR LLC1$470.00%2024-09-30
72Briaud Financial Planning, Inc875$370.03%2023-12-31
73WELLS FARGO & COMPANY/MN1$340.00%2025-12-31
74HUNTINGTON NATIONAL BANK1$250.00%2025-03-31
75CWM, LLC156$70.00%2024-03-31
76Covestor Ltd29$10.00%2023-06-30
77CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30