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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 46137V134

INVESCO EXCHANGE TRADED FD T

172 institutions · $306.9M total · 10,233,910 shares · IVZ

#ManagerSharesValue% of TotalPeriod
1DV Trading LLC2,957,579$90.3M28.89%2025-12-31
2MORGAN STANLEY1,179,855$36.0M11.52%2025-12-31
3HighTower Advisors, LLC818,050$25.0M7.99%2025-12-31
4CITIGROUP INC497,688$15.2M4.86%2025-12-31
5GOLDMAN SACHS GROUP INC471,799$14.4M4.61%2025-12-31
6TWO SIGMA INVESTMENTS, LP458,557$14.0M4.48%2025-12-31
7MILLENNIUM MANAGEMENT LLC382,190$11.7M3.73%2025-12-31
8Qube Research & Technologies Ltd360,739$11.0M3.52%2025-12-31
9LPL Financial LLC320,122$9.8M3.12%2025-12-31
10D. E. Shaw & Co., Inc.304,628$9.3M2.97%2025-12-31
11BANK OF AMERICA CORP /DE/200,000$5.8M1.95%2025-12-31
12Kingsview Wealth Management, LLC185,147$5.7M1.80%2025-12-31
13RAYMOND JAMES FINANCIAL INC182,412$5.6M1.78%2025-12-31
14Allianz SE169,068$5.2M1.65%2025-12-31
15Royal Bank of Canada132,578$4.0M1.29%2025-12-31
16Toroso Investments, LLC111,695$3.2M1.09%2025-09-30
17SUSQUEHANNA INTERNATIONAL GROUP, LLP78,794$2.4M0.76%2025-12-31
18WELLS FARGO & COMPANY/MN74,979$2.3M0.73%2025-12-31
19STIFEL FINANCIAL CORP73,011$2.2M0.71%2025-12-31
20Quadrature Capital Ltd68,933$2.1M0.67%2025-12-31
21Envestnet Portfolio Solutions, Inc.65,208$2.0M0.63%2025-12-31
22Financial Management Professionals, Inc.51,496$1.6M0.50%2025-12-31
23Beacon Pointe Advisors, LLC48,983$1.5M0.47%2025-12-31
24COMMONWEALTH EQUITY SERVICES, LLC42,733$1.3M0.41%2025-12-31
25Nilsine Partners, LLC40,384$1.2M0.39%2025-12-31
26AMERIPRISE FINANCIAL INC40,211$1.2M0.39%2025-12-31
27Family Firm, Inc.59,559$1.2M0.58%2025-06-30
28ENVESTNET ASSET MANAGEMENT INC36,642$1.1M0.35%2025-12-31
29Outlook Wealth Advisors, LLC35,735$1.1M0.34%2025-12-31
30WEALTH ENHANCEMENT ADVISORY SERVICES, LLC31,252$1.1M0.30%2025-12-31
31NWAM LLC31,019$950.9K0.30%2025-12-31
32MOLLER FINANCIAL SERVICES30,524$932.2K0.29%2025-12-31
33BENJAMIN EDWARDS INC28,266$863.1K0.27%2025-12-31
34Wealthfront Advisers LLC21,204$647.6K0.20%2025-12-31
35UBS Group AG21,163$646.3K0.20%2025-12-31
36MML INVESTORS SERVICES, LLC21,074$643.6K0.20%2025-12-31
37ADVISOR GROUP HOLDINGS, INC.21,044$642.9K0.20%2025-12-31
38INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC20,866$637.2K0.20%2025-12-31
39Wealthcare Advisory Partners LLC21,378$617.4K0.20%2025-09-30
40Coastal Investment Advisors, Inc.19,324$590.2K0.18%2025-12-31
41Hennion & Walsh Asset Management, Inc.17,165$524.2K0.16%2025-12-31
42Cetera Investment Advisers17,108$522.5K0.16%2025-12-31
43CIBC WORLD MARKET INC.15,689$479.1K0.15%2025-12-31
44CITADEL ADVISORS LLC14,391$439.5K0.14%2025-12-31
45TigerOak Management, L.L.C.14,080$430.0K0.13%2025-12-31
46Elwood & Goetz Wealth Advisory Group, LLC13,367$408.2K0.13%2025-12-31
47Wellington Shields & Co., LLC13,019$397.6K0.12%2025-12-31
48Private Advisor Group, LLC12,828$391.8K0.12%2025-12-31
49TRUIST FINANCIAL CORP12,497$381.7K0.12%2025-12-31
50Prospera Financial Services Inc12,332$377.0K0.12%2025-12-31
51MinichMacGregor Wealth Management, LLC12,040$367.7K0.11%2025-12-31
52GTS SECURITIES LLC11,300$345.1K0.11%2025-12-31
53Wealthspire Advisors, LLC10,197$311.4K0.09%2025-12-31
54BNP PARIBAS ARBITRAGE, SNC9,554$291.8K0.09%2025-12-31
55Comprehensive Financial Planning, Inc./PA9,015$275.3K0.08%2025-12-31
56Western Financial Corp/CA8,989$274.5K0.08%2025-12-31
57Tradition Wealth Management, LLC8,788$268.4K0.08%2025-12-31
58Mariner, LLC8,503$259.7K0.08%2025-12-31
59EWG Elevate Inc.8,727$252.0K0.08%2025-09-30
60Prism Advisors, Inc.8,145$248.7K0.07%2025-12-31
61MAI Capital Management7,862$240.1K0.07%2025-12-31
62EP Wealth Advisors, LLC7,593$231.9K0.07%2025-12-31
63COMMERCE BANK7,529$229.9K0.07%2025-12-31
64Great Diamond Partners, LLC7,070$215.9K0.06%2025-12-31
65Prosperity Consulting Group, LLC6,899$210.7K0.06%2025-12-31
66Retirement Income Solutions, Inc6,837$208.8K0.06%2025-12-31
67Evolution Wealth Advisors, LLC6,758$206.4K0.06%2025-12-31
68COMERICA BANK6,452$197.0K0.06%2025-12-31
69NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,247$190.9K0.01%2025-12-31
70BlackRock, Inc.4,408$134.6K0.04%2025-12-31
71EDMOND DE ROTHSCHILD HOLDING S.A.4,000$122.2K0.03%2025-12-31
72VUB Generali dochodkova spravcovska spolocnost, a.s.3,850$117.6K0.03%2025-12-31
73AlphaCore Capital LLC3,766$115.0K0.03%2025-12-31
74HOWE & RUSLING INC3,589$109.6K0.03%2025-12-31
75Steward Partners Investment Advisory, LLC3,471$106.0K0.03%2025-12-31
76Kestra Advisory Services, LLC2,929$89.5K0.02%2025-12-31
77Mirae Asset Global Investments Co., Ltd.4,400$87.6K0.04%2025-06-30
78Westfuller Advisors, LLC2,193$67.0K0.02%2025-12-31
79MOTCO2,190$66.9K0.02%2025-12-31
80Dakota Community Bank & Trust NA2,034$58.7K0.01%2025-09-30
81FLAGSHIP HARBOR ADVISORS, LLC1,854$56.6K0.01%2025-12-31
82Allworth Financial LP1,746$53.3K0.01%2025-12-31
83Rockefeller Capital Management L.P.1,697$51.9K0.01%2025-12-31
84JPMORGAN CHASE & CO1,507$46.0K0.01%2025-12-31
85North Star Investment Management Corp.1,470$44.9K0.01%2025-12-31
86ALBION FINANCIAL GROUP /UT1,397$42.7K0.01%2025-12-31
87Tower Research Capital LLC (TRC)1,319$40.3K0.01%2025-12-31
88Tanglewood Legacy Advisors, LLC1,231$37.6K0.01%2025-12-31
89NATIONAL BANK OF CANADA /FI/1,042$31.9K0.01%2025-12-31
90HM PAYSON & CO1,004$30.7K0.00%2025-12-31
91BARTLETT & CO. WEALTH MANAGEMENT LLC885$27.0K0.00%2025-12-31
92IFP Advisors, Inc782$23.9K0.00%2025-12-31
93PNC Financial Services Group, Inc.747$22.8K0.00%2025-12-31
94TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV740$22.6K0.00%2025-12-31
95Kennebec Savings Bank619$18.9K0.00%2025-12-31
96Financial Perspectives, Inc583$17.8K0.00%2025-12-31
97UMA Financial Services, Inc.582$17.8K0.00%2025-12-31
98FLAGSHIP WEALTH ADVISORS, LLC580$17.7K0.00%2025-12-31
99Advisory Services Network, LLC609$17.6K0.00%2025-09-30
100FMR LLC566$17.3K0.00%2025-12-31
101NorthRock Partners, LLC850$16.9K0.00%2025-06-30
102Federation des caisses Desjardins du Quebec475$14.5K0.00%2025-12-31
103Vermillion Wealth Management, Inc.467$14.3K0.00%2025-12-31
104First Horizon Advisors, Inc.712$14.2K0.00%2025-06-30
105BARCLAYS PLC422$12.9K0.00%2025-12-31
106McIlrath & Eck, LLC590$11.8K0.00%2025-06-30
107Johnson Financial Group, Inc.383$11.7K0.00%2025-12-31
108Millstone Evans Group, LLC357$10.9K0.00%2025-12-31
1091620 INVESTMENT ADVISORS, INC.351$10.7K0.00%2025-12-31
110Breakwater Investment Management331$10.1K0.00%2025-12-31
111Advisors Preferred, LLC311$10.1K0.00%2025-12-31
112Community Bank, N.A.323$9.9K0.00%2025-12-31
113EVOLUTION WEALTH MANAGEMENT INC.311$9.5K0.00%2025-12-31
114Activest Wealth Management300$9.2K0.00%2025-12-31
115GPS Wealth Strategies Group, LLC310$9.0K0.00%2025-09-30
116SOA Wealth Advisors, LLC.225$6.9K0.00%2025-12-31
117Founders Financial Alliance, LLC220$6.4K0.00%2025-09-30
118CENTRAL TRUST Co200$6.1K0.00%2025-12-31
119Ameritas Investment Partners, Inc.197$6.0K0.00%2025-12-31
120Pacific Center for Financial Services202$5.8K0.00%2025-12-31
121Ransom Advisory, Ltd250$5.8K0.00%2025-12-31
122BRYN MAWR TRUST Co188$5.7K0.00%2025-12-31
123Provenance Wealth Advisors, LLC181$5.7K0.00%2025-06-30
124Mount Yale Investment Advisors, LLC260$5.2K0.00%2025-12-31
125HAGER INVESTMENT MANAGEMENT SERVICES, LLC167$5.1K0.00%2025-12-31
126Glassman Wealth Services162$4.9K0.00%2025-12-31
127Center for Financial Planning, Inc.160$4.9K0.00%2025-12-31
128Ronald Blue Trust, Inc.152$4.6K0.00%2025-12-31
129Farther Finance Advisors, LLC151$4.6K0.00%2025-12-31
130Global Retirement Partners, LLC147$4.5K0.00%2025-12-31
131Fortis Group Advisors, LLC133$4.1K0.00%2025-12-31
132Your Advocates Ltd., LLP131$4.0K0.00%2025-12-31
133Geneos Wealth Management Inc.126$3.8K0.00%2025-12-31
134KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC125$3.8K0.00%2025-12-31
135WealthShield Partners, LLC124$3.8K0.00%2025-12-31
136Clearstead Advisors, LLC100$3.1K0.00%2025-12-31
137S&T Bank/PA140$2.8K0.00%2025-06-30
138Register Financial Advisors LLC90$2.7K0.00%2025-12-31
139SouthState Corp134$2.7K0.00%2025-06-30
140TD Waterhouse Canada Inc.84$2.6K0.00%2025-12-31
141Ameritas Advisory Services, LLC80$2.3K0.00%2025-09-30
142US BANCORP \DE\114$2.3K0.00%2025-06-30
143Piscataqua Savings Bank71$2.2K0.00%2025-12-31
144OPTIMA CAPITAL LLC60$1.8K0.00%2025-12-31
145Rossby Financial, LCC58$1.8K0.00%2025-12-31
146MTM Investment Management, LLC55$1.7K0.00%2025-12-31
147NewEdge Advisors, LLC55$1.7K0.00%2025-12-31
148HRT FINANCIAL LP50,817$1.6K0.49%2025-12-31
149Asset Dedication, LLC46$1.4K0.00%2025-12-31
150Q3 Asset Management45,484$1.4K0.44%2025-12-31
151QUADRANT CAPITAL GROUP LLC44$1.4K0.00%2025-12-31
152New Republic Capital, LLC41$1.3K0.00%2025-12-31
153Sound Income Strategies, LLC33$1.2K0.00%2025-12-31
154HOLLENCREST CAPITAL MANAGEMENT35$1.1K0.00%2025-12-31
155UMB Bank, n.a.35$1.1K0.00%2025-12-31
156ARMSTRONG ADVISORY GROUP, INC30$9170.00%2025-12-31
157BANK OF MONTREAL /CAN/30$9160.00%2025-12-31
158HARBOUR INVESTMENTS, INC.30$9160.00%2025-12-31
159Godfrey Financial Associates, Inc.29$8860.00%2025-12-31
160Cambridge Investment Research Advisors, Inc.27,677$8450.27%2025-12-31
161TRUST CO OF TOLEDO NA /OH/24$7330.00%2025-12-31
162PRINCIPAL SECURITIES, INC.25$7220.00%2025-09-30
163Thrivent Financial for Lutherans19,967$6100.19%2025-12-31
164ROTHSCHILD INVESTMENT LLC15$4580.00%2025-12-31
165Bernard Wealth Management Corp.12$3670.00%2025-12-31
166AE Wealth Management LLC10$2890.00%2025-09-30
167CX Institutional8,785$2680.08%2025-12-31
168Sage Mountain Advisors LLC4$1350.00%2025-12-31
169Parallel Advisors, LLC2$610.00%2025-12-31
170ASSETMARK, INC1$310.00%2025-12-31
171HANTZ FINANCIAL SERVICES, INC.39$10.00%2025-12-31
172Lodestone Wealth Management LLC0$00.00%2025-12-31