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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 41653L602

HARTFORD FDS EXCHANGE TRADED

62 institutions · $104.0M total · 2,694,802 shares

#ManagerSharesValue% of TotalPeriod
1Fiduciary Planning LLC626,613$24.4M23.25%2025-12-31
2LPL Financial LLC238,086$9.3M8.83%2025-12-31
3GOLDMAN SACHS GROUP INC157,578$6.1M5.84%2025-12-31
4ForthRight Wealth Management, LLC116,251$4.5M4.31%2025-12-31
5Kestra Advisory Services, LLC115,775$4.5M4.29%2025-12-31
6Royal Bank of Canada103,340$4.0M3.83%2025-12-31
7COMMONWEALTH EQUITY SERVICES, LLC103,075$4.0M3.82%2025-12-31
8EVERGREEN CAPITAL MANAGEMENT LLC90,010$3.5M3.34%2025-12-31
9RAYMOND JAMES FINANCIAL INC87,347$3.4M3.24%2025-12-31
10Wealthcare Advisory Partners LLC82,651$3.1M3.06%2023-03-31
11Mariner, LLC79,382$3.1M2.94%2025-12-31
12FLAGSHIP HARBOR ADVISORS, LLC71,344$2.8M2.64%2025-12-31
13JPMORGAN CHASE & CO65,039$2.5M2.41%2024-12-31
14ADVISOR GROUP HOLDINGS, INC.56,558$2.2M2.09%2025-12-31
15Convergence Financial, LLC52,176$2.0M1.93%2025-12-31
16CITADEL ADVISORS LLC41,752$1.6M1.54%2025-09-30
17Garden State Investment Advisory Services LLC41,392$1.6M1.53%2025-12-31
18Centric Wealth Management40,000$1.6M1.48%2024-06-30
19Cetera Advisor Networks LLC36,811$1.4M1.36%2023-09-30
20JANE STREET GROUP, LLC34,821$1.4M1.29%2025-12-31
21McAlister, Sweet & Associates, Inc.33,088$1.3M1.22%2024-06-30
22Private Advisor Group, LLC32,865$1.3M1.21%2025-12-31
23Aptus Capital Advisors, LLC31,705$1.2M1.17%2025-12-31
24Prosperity Financial Group, Inc.31,284$1.2M1.16%2023-09-30
25Stratos Wealth Partners, LTD.26,826$1.0M0.99%2025-12-31
26Raymond James Financial Services Advisors, Inc.26,069$1.0M0.96%2024-03-31
27Regal Investment Advisors LLC25,264$983.0K0.93%2025-12-31
28OLD MISSION CAPITAL LLC16,624$646.8K0.61%2025-12-31
29TRUIST FINANCIAL CORP15,743$612.6K0.58%2025-12-31
30Belpointe Asset Management LLC15,336$598.6K0.56%2024-12-31
31HighTower Advisors, LLC14,927$563.0K0.55%2023-03-31
32Atria Wealth Solutions, Inc.13,601$531.1K0.50%2025-06-30
33Concurrent Investment Advisors, LLC12,384$482.2K0.45%2024-12-31
34SYON CAPITAL LLC11,829$460.6K0.43%2024-12-31
35Financial Planning & Information Services, Inc.9,630$365.7K0.35%2023-09-30
36Advisor Resource Council9,313$361.8K0.34%2025-03-31
37Steward Partners Investment Advisory, LLC9,200$358.2K0.34%2024-12-31
38STIFEL FINANCIAL CORP7,904$307.5K0.29%2025-12-31
39JONES FINANCIAL COMPANIES LLLP7,438$289.4K0.27%2025-12-31
40Marshall Financial Group LLC7,640$288.4K0.28%2023-03-31
41Nelson, Van Denburg & Campbell Wealth Management Group, LLC6,998$272.6K0.25%2024-03-31
42Oregon Pacific Wealth Management, LLC6,559$255.2K0.24%2025-12-31
43AXXCESS WEALTH MANAGEMENT, LLC6,392$248.7K0.23%2025-12-31
44Rehmann Capital Advisory Group6,483$247.5K0.24%2023-09-30
45ENVESTNET ASSET MANAGEMENT INC6,307$240.8K0.23%2023-06-30
46Cetera Investment Advisers5,749$223.7K0.21%2025-12-31
47Quad-Cities Investment Group, LLC5,736$223.1K0.21%2025-09-30
48SUSQUEHANNA INTERNATIONAL GROUP, LLP5,590$217.3K0.20%2025-06-30
49Kingsview Wealth Management, LLC5,578$217.0K0.20%2025-12-31
50Jacobi Capital Management LLC5,480$213.4K0.20%2024-12-31
51Madison Wealth Partners, Inc5,406$206.4K0.20%2023-06-30
52NewEdge Advisors, LLC5,000$194.2K0.18%2025-03-31
53HARBOUR INVESTMENTS, INC.2,363$91.9K0.08%2025-12-31
54Raleigh Capital Management Inc.1,729$66.0K0.06%2023-06-30
55Westside Investment Management, Inc.1,200$46.7K0.04%2025-09-30
56UBS Group AG821$31.9K0.03%2025-06-30
57NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO138$5.4K0.00%2024-12-31
58FLOW TRADERS U.S. LLC12,636$4920.46%2025-12-31
59Baird Financial Group, Inc.5,737$2170.21%2023-03-31
60MORGAN STANLEY4$1860.00%2025-12-31
61BENJAMIN F. EDWARDS & COMPANY, INC.225$90.00%2024-06-30
62CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30