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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 41151J703

HARBOR ETF TRUST

51 institutions · $122.4M total · 7,822,426 shares

#ManagerSharesValue% of TotalPeriod
1Sequoia Financial Advisors, LLC1,200,422$20.0M15.34%2025-12-31
2COMMONWEALTH EQUITY SERVICES, LLC1,046,037$17.4M13.37%2025-12-31
3LPL Financial LLC866,221$14.4M11.07%2025-12-31
4Raymond James Financial Services Advisors, Inc.899,486$13.9M11.49%2024-09-30
5CAPTRUST FINANCIAL ADVISORS653,178$7.9M8.35%2023-06-30
6Balyasny Asset Management LLC481,908$7.0M6.16%2024-03-31
7Equitable Holdings, Inc.383,735$6.4M4.90%2025-12-31
8RAYMOND JAMES FINANCIAL INC293,709$4.9M3.75%2025-12-31
9Private Advisor Group, LLC277,286$4.6M3.54%2025-12-31
10RAYMOND JAMES & ASSOCIATES232,558$3.6M2.97%2024-09-30
11TRANSCEND CAPITAL ADVISORS, LLC175,867$2.9M2.24%2025-12-31
12Ballentine Partners, LLC166,536$2.8M2.12%2025-12-31
13AQR CAPITAL MANAGEMENT LLC151,957$2.4M1.94%2025-06-30
14IEQ CAPITAL, LLC151,957$2.4M1.94%2025-06-30
15ENVESTNET ASSET MANAGEMENT INC106,863$1.8M1.36%2025-12-31
16TRUIST FINANCIAL CORP104,154$1.7M1.33%2025-12-31
17Arkadios Wealth Advisors97,996$1.6M1.25%2025-12-31
18Worth Financial Advisory Group, LLC68,602$1.1M0.87%2025-12-31
19Atria Investments, Inc46,283$673.9K0.59%2025-03-31
20Atria Wealth Solutions, Inc.38,000$587.9K0.48%2025-06-30
21GTS SECURITIES LLC30,504$508.7K0.38%2025-12-31
22SUSQUEHANNA INTERNATIONAL GROUP, LLP28,795$480.2K0.36%2025-12-31
23JANE STREET GROUP, LLC34,540$435.5K0.44%2023-09-30
24GOLDMAN SACHS GROUP INC21,611$334.3K0.27%2025-06-30
25EP Wealth Advisors, LLC17,816$297.1K0.22%2025-12-31
26Perigon Wealth Management, LLC19,139$296.1K0.24%2025-06-30
27Adviser Investments LLC16,800$256.0K0.21%2024-12-31
28Good Life Advisors, LLC12,998$201.1K0.16%2025-06-30
29IFG Advisory, LLC11,670$194.6K0.14%2025-12-31
30Objective Capital Management, LLC12,750$194.3K0.16%2025-03-31
31ASSETMARK, INC10,702$178.5K0.13%2025-12-31
32CITADEL ADVISORS LLC10,562$176.1K0.13%2025-12-31
33ADVISOR GROUP HOLDINGS, INC.9,390$156.6K0.12%2025-12-31
34NewEdge Advisors, LLC8,860$129.0K0.11%2025-03-31
35Royal Bank of Canada6,554$109.0K0.08%2025-12-31
36Proficio Capital Partners LLC87,117$87.1K1.11%2024-12-31
37INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC3,325$55.4K0.04%2025-12-31
38IFP Advisors, Inc2,699$45.0K0.03%2025-12-31
39UBS Group AG2,108$34.2K0.02%2025-09-30
40BlackRock, Inc.1,761$27.2K0.02%2025-06-30
41Farther Finance Advisors, LLC1,141$19.0K0.01%2025-12-31
42Colonial Trust Advisors1,453$17.5K0.01%2023-06-30
43PRIVATE TRUST CO NA959$16.0K0.01%2025-12-31
44PNC Financial Services Group, Inc.720$8.7K0.00%2023-06-30
45Steward Partners Investment Advisory, LLC425$7.1K0.00%2025-12-31
46TRUST CO OF VERMONT241$3.9K0.00%2025-09-30
47Janney Montgomery Scott LLC18,555$3090.23%2025-12-31
48Householder Group Estate & Retirement Specialist, LLC4,560$700.05%2024-09-30
49CWM, LLC1,915$320.02%2025-12-31
50MORGAN STANLEY1$280.00%2025-12-31
51CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30