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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 41653L875

HARTFORD FDS EXCHANGE TRADED

69 institutions · $327.6M total · 9,317,177 shares

#ManagerSharesValue% of TotalPeriod
1NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,789,163$63.5M19.20%2025-12-31
2Hartford Funds Management Co LLC1,571,193$55.7M16.86%2025-12-31
3Bleakley Financial Group, LLC655,048$23.2M7.03%2025-12-31
4Retirement Management Systems Inc.652,544$23.2M7.00%2025-12-31
5Modern Wealth Management, LLC630,483$22.4M6.76%2025-12-31
6RAYMOND JAMES FINANCIAL INC480,917$17.1M5.16%2025-12-31
7ADVISOR GROUP HOLDINGS, INC.437,795$15.5M4.69%2025-12-31
8Centric Wealth Management385,907$13.7M4.14%2025-12-31
9New England Capital Financial Advisors LLC315,964$11.2M3.39%2025-12-31
10STIFEL FINANCIAL CORP221,785$7.9M2.38%2025-12-31
11WEALTH ENHANCEMENT ADVISORY SERVICES, LLC198,040$7.0M2.12%2025-12-31
12Live Oak Investment Partners177,723$6.3M1.90%2025-12-31
13WELLINGTON MANAGEMENT GROUP LLP145,400$5.2M1.56%2025-09-30
14MGO ONE SEVEN LLC144,640$5.1M1.55%2025-12-31
15ENVESTNET ASSET MANAGEMENT INC130,156$4.6M1.39%2025-09-30
16Citizens Financial Group Inc/RI115,190$4.1M1.23%2025-12-31
17Summit Financial, LLC114,838$4.1M1.23%2025-12-31
18CORE WEALTH ADVISORS, LLC105,892$3.8M1.13%2025-12-31
19COMMONWEALTH EQUITY SERVICES, LLC101,252$3.6M1.08%2025-12-31
20Sanctuary Advisors, LLC82,580$2.9M0.88%2025-12-31
21CARY STREET PARTNERS FINANCIAL LLC66,003$2.3M0.70%2025-12-31
22Strategic Blueprint, LLC63,621$2.3M0.68%2025-12-31
23SURIENCE PRIVATE WEALTH LLC61,363$2.2M0.65%2025-12-31
24JPMORGAN CHASE & CO53,938$1.9M0.57%2025-12-31
25JONES FINANCIAL COMPANIES LLLP51,343$1.8M0.55%2025-12-31
26JANE STREET GROUP, LLC49,826$1.7M0.53%2025-06-30
27Kovack Advisors, Inc.47,273$1.7M0.50%2025-12-31
28Sonoma Allocations LLC42,701$1.5M0.45%2025-12-31
29Hobart Private Capital, LLC26,627$944.7K0.28%2025-12-31
30GOLDMAN SACHS GROUP INC24,795$879.7K0.26%2025-12-31
31LIBERTY ONE INVESTMENT MANAGEMENT, LLC23,526$834.7K0.25%2025-12-31
32Wagner Wealth Management, LLC21,980$748.2K0.23%2024-03-31
33CITADEL ADVISORS LLC20,555$730.9K0.22%2025-09-30
34Retirement Planning Group20,411$724.2K0.21%2025-12-31
35Mariner, LLC19,210$681.6K0.20%2025-12-31
36AdvisorNet Financial, Inc18,750$665.3K0.20%2025-12-31
37TimeScale Financial, Inc.15,201$505.6K0.16%2023-09-30
38Resources Investment Advisors, LLC.15,201$505.6K0.16%2023-09-30
39Meridian Financial, LLC10,950$388.5K0.11%2025-12-31
40Gateway Wealth Partners, LLC10,635$377.3K0.11%2025-12-31
41MML INVESTORS SERVICES, LLC10,121$359.1K0.10%2025-12-31
42Arkadios Wealth Advisors9,913$351.7K0.10%2025-12-31
43Bright Futures Wealth Management, LLC.9,266$328.7K0.09%2025-12-31
44Cypress Wealth Services, LLC8,532$302.7K0.09%2025-12-31
45Capital Investment Advisory Services, LLC7,659$271.7K0.08%2025-12-31
46D.A. DAVIDSON & CO.7,540$267.5K0.08%2025-12-31
47Coquina Private Wealth LLC7,402$262.6K0.07%2025-12-31
48AXXCESS WEALTH MANAGEMENT, LLC6,983$247.8K0.07%2025-12-31
49Stonebridge Financial Group, LLC / MO6,752$239.6K0.07%2025-12-31
50Steward Partners Investment Advisory, LLC6,652$236.0K0.07%2025-12-31
51ALEXANDER LABRUNERIE & CO., INC.6,574$233.8K0.07%2025-09-30
52Breakwater Capital Group6,232$221.6K0.06%2025-09-30
53NorthCrest Asset Manangement, LLC6,130$210.2K0.06%2025-03-31
54Wealth Enhancement Trust Services, Inc.4,558$161.7K0.04%2025-12-31
55Geneos Wealth Management Inc.2,204$78.2K0.02%2025-12-31
56BANK OF MONTREAL /CAN/1,425$48.6K0.01%2024-06-30
57IFP Advisors, Inc1,156$41.0K0.01%2025-12-31
58Kestra Advisory Services, LLC1,104$39.2K0.01%2025-12-31
59Bogart Wealth, LLC703$24.9K0.00%2025-12-31
60MORGAN STANLEY485$17.2K0.00%2025-12-31
61Royal Bank of Canada330$12.0K0.00%2025-12-31
62FSA Wealth Management LLC200$7.1K0.00%2025-09-30
63Allworth Financial LP200$7.1K0.00%2025-12-31
64Farther Finance Advisors, LLC169$6.0K0.00%2025-12-31
65UBS Group AG99$3.4K0.00%2024-06-30
66Cambridge Investment Research Advisors, Inc.81,153$2.9K0.87%2025-12-31
67Capital Analysts, LLC2,375$840.02%2025-12-31
68BENJAMIN F. EDWARDS & COMPANY, INC.841$280.00%2024-06-30
69CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30