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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 46641Q746

J P MORGAN EXCHANGE TRADED F

90 institutions · $428.6M total · 11,318,483 shares

#ManagerSharesValue% of TotalPeriod
1ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP8,153,500$310.2M72.03%2024-12-31
2ENVESTNET ASSET MANAGEMENT INC1,096,718$42.3M9.68%2025-03-31
3RAYMOND JAMES & ASSOCIATES393,207$16.0M3.47%2024-09-30
4MORGAN STANLEY176,901$7.1M1.56%2025-12-31
5Baker Avenue Asset Management, LP144,144$5.4M1.27%2023-12-31
6Cambria Investment Management, L.P.128,808$5.2M1.13%2025-12-31
7RiverFront Investment Group, LLC128,484$5.2M1.13%2025-12-31
8BANK OF AMERICA CORP /DE/126,444$5.1M1.11%2025-12-31
9McKinley Carter Wealth Services, Inc.93,782$3.6M0.82%2024-06-30
10HOYLECOHEN, LLC91,912$3.6M0.81%2024-03-31
11ARQ WEALTH ADVISORS, LLC78,456$3.2M0.69%2025-12-31
12LPL Financial LLC68,645$2.8M0.60%2025-12-31
13Equitable Holdings, Inc.55,462$2.2M0.49%2025-12-31
14STIFEL FINANCIAL CORP41,418$1.6M0.36%2025-03-31
15TRUIST FINANCIAL CORP38,190$1.5M0.33%2025-03-31
16Bright Futures Wealth Management, LLC.35,915$1.4M0.31%2025-12-31
17Forthright Family Wealth Advisory LLC28,906$1.2M0.25%2025-12-31
18JPMORGAN CHASE & CO27,197$1.1M0.24%2025-12-31
19HSBC HOLDINGS PLC22,650$914.1K0.20%2025-09-30
20Focus Financial Network, Inc.18,644$756.4K0.16%2025-12-31
21LANDMARK WEALTH MANAGEMENT, INC.17,003$655.5K0.15%2025-03-31
22CITADEL ADVISORS LLC16,792$649.4K0.14%2024-06-30
23Pure Financial Advisors, LLC15,344$619.3K0.13%2025-12-31
24Steward Partners Investment Advisory, LLC15,087$609.0K0.13%2025-12-31
25WEALTH ENHANCEMENT ADVISORY SERVICES, LLC12,065$469.5K0.10%2025-06-30
26Prospera Financial Services Inc10,943$421.7K0.09%2025-03-31
27Convergence Financial, LLC8,602$347.2K0.07%2025-12-31
28Source Financial Advisors LLC8,502$345.4K0.07%2024-09-30
29Koshinski Asset Management, Inc.8,507$327.9K0.07%2025-03-31
30OLD MISSION CAPITAL LLC8,069$314.4K0.07%2025-06-30
31GOLDMAN SACHS GROUP INC8,054$313.8K0.07%2025-06-30
32Savant Capital, LLC7,652$295.0K0.06%2025-03-31
335T Wealth, LLC7,120$287.4K0.06%2025-12-31
34Sowell Financial Services LLC7,263$280.0K0.06%2025-03-31
35United Advisor Group, LLC6,775$275.2K0.05%2024-09-30
36Dynamic Advisor Solutions LLC6,500$262.4K0.05%2025-12-31
37Sharkey, Howes & Javer6,383$257.6K0.05%2025-09-30
38Marcum Wealth, LLC6,015$231.9K0.05%2025-03-31
39JANE STREET GROUP, LLC5,729$231.2K0.05%2025-12-31
40SUSQUEHANNA INTERNATIONAL GROUP, LLP5,353$208.6K0.04%2025-06-30
41Rockefeller Capital Management L.P.5,162$208.4K0.04%2025-12-31
42GeoWealth Management, LLC5,098$205.7K0.04%2025-09-30
43ADVISOR GROUP HOLDINGS, INC.3,822$154.2K0.03%2025-12-31
44GAMMA Investing LLC968$39.1K0.00%2025-12-31
45TD PRIVATE CLIENT WEALTH LLC883$34.0K0.00%2025-03-31
46MATHER GROUP, LLC.700$28.3K0.00%2025-09-30
47JONES FINANCIAL COMPANIES LLLP504$20.3K0.00%2025-12-31
48RAYMOND JAMES FINANCIAL INC485$18.9K0.00%2025-06-30
49NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO357$13.6K0.00%2024-12-31
50Financial Gravity Asset Management, Inc.319$12.5K0.00%2024-03-31
51Royal Bank of Canada300$12.0K0.00%2025-12-31
52BARTLETT & CO. WEALTH MANAGEMENT LLC225$9.1K0.00%2024-09-30
53Farther Finance Advisors, LLC194$7.8K0.00%2025-12-31
54CARY STREET PARTNERS INVESTMENT ADVISORY LLC203$7.6K0.00%2023-12-31
55IFP Advisors, Inc196$7.5K0.00%2024-12-31
56ASSETMARK, INC179$7.2K0.00%2025-09-30
57Spire Wealth Management161$6.2K0.00%2025-03-31
58AlphaCore Capital LLC148$6.0K0.00%2025-12-31
59AE Wealth Management LLC154$5.9K0.00%2025-03-31
60PRIVATE TRUST CO NA155$5.8K0.00%2023-12-31
61LGT Financial Advisors LLC139$5.6K0.00%2025-12-31
62Johnson Financial Group, Inc.143$5.5K0.00%2024-06-30
63EverSource Wealth Advisors, LLC145$5.5K0.00%2024-06-30
64CAROLINAS WEALTH CONSULTING LLC141$5.4K0.00%2025-06-30
65Aspire Private Capital, LLC131$5.3K0.00%2024-09-30
66Kozak & Associates, Inc.126$4.9K0.00%2025-06-30
67Janney Montgomery Scott LLC120,172$4.6K1.06%2025-03-31
68Lummis Asset Management, LP110$4.4K0.00%2025-12-31
69BANK OF MONTREAL /CAN/107$4.3K0.00%2025-12-31
70US BANCORP \DE\107$4.1K0.00%2025-03-31
71SIGNATUREFD, LLC90$3.5K0.00%2025-03-31
72Sunbelt Securities, Inc.81$3.3K0.00%2024-09-30
73Parallel Advisors, LLC71$2.7K0.00%2024-06-30
74EVOLUTION WEALTH MANAGEMENT INC.60$2.4K0.00%2025-12-31
75Ameritas Advisory Services, LLC54$2.2K0.00%2025-09-30
76COMERICA BANK54$2.2K0.00%2025-12-31
77Elevated Capital Advisors, LLC51$2.1K0.00%2025-12-31
78UBS Group AG42$1.6K0.00%2025-03-31
79FLOW TRADERS U.S. LLC29,815$1.2K0.26%2024-09-30
80Frazier Financial Advisors, LLC29$1.2K0.00%2024-09-30
81Advisory Services Network, LLC20$7870.00%2025-09-30
82Virtus Fixed Income Advisers, LLC19$7670.00%2025-12-31
83WEDBUSH SECURITIES INC8,170$3150.07%2025-03-31
84PRINCIPAL SECURITIES, INC.5$2020.00%2025-09-30
85FMR LLC1$380.00%2024-12-31
86CWM, LLC626$250.00%2025-12-31
87WELLS FARGO & COMPANY/MN0$180.00%2025-12-31
88BESSEMER GROUP INC395$150.00%2025-03-31
89Bartlett & Co. LLC225$80.00%2023-12-31
90CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30