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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 46654Q559

J P MORGAN EXCHANGE TRADED F

82 institutions · $711.9M total · 14,283,528 shares

#ManagerSharesValue% of TotalPeriod
1JPMORGAN CHASE & CO2,141,404$107.5M14.99%2025-12-31
2Glenview Trust Co1,947,618$97.8M13.63%2025-12-31
3Provenance Wealth Advisors, LLC1,440,771$72.4M10.08%2025-12-31
4Pinnacle Financial Partners, Inc.745,842$37.5M5.22%2025-12-31
5PINNACLE FINANCIAL PARTNERS INC736,452$37.0M5.15%2025-09-30
6WELLS FARGO & COMPANY/MN654,747$32.9M4.58%2025-12-31
7ASSETMARK, INC639,591$32.1M4.47%2025-12-31
8Allegheny Financial Group LTD638,839$32.1M4.47%2025-12-31
9LPL Financial LLC453,245$22.8M3.17%2025-12-31
10American Trust431,799$21.7M3.02%2025-12-31
11Sterling Investment Advisors, Ltd.413,979$20.8M2.89%2025-12-31
12COMMONWEALTH EQUITY SERVICES, LLC380,442$19.1M2.66%2025-12-31
13Coastal Bridge Advisors, LLC331,187$16.6M2.31%2025-12-31
14RAYMOND JAMES FINANCIAL INC300,985$15.1M2.10%2025-12-31
15Cetera Investment Advisers273,145$13.7M1.91%2025-12-31
16Bleakley Financial Group, LLC273,058$13.7M1.91%2025-12-31
17LWM Advisory Services, LLC257,506$12.9M1.80%2025-12-31
18NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO250,747$12.6M1.75%2025-12-31
19Evolution Wealth Advisors, LLC226,843$11.4M1.58%2025-12-31
20ENVESTNET ASSET MANAGEMENT INC169,626$8.5M1.18%2025-12-31
21DAYMARK WEALTH PARTNERS, LLC165,101$8.3M1.15%2025-12-31
22Perigon Wealth Management, LLC145,986$7.3M1.02%2025-12-31
23TRUIST FINANCIAL CORP120,486$6.1M0.84%2025-12-31
24WealthPlan Investment Management, LLC94,882$4.8M0.66%2025-12-31
25Rockefeller Capital Management L.P.84,902$4.3M0.59%2025-12-31
26Focus Partners Wealth74,629$3.7M0.52%2025-12-31
27ARBOR CAPITAL MANAGEMENT INC /ADV71,686$3.6M0.50%2025-12-31
28Main Line Retirement Advisors, LLC67,718$3.4M0.47%2025-09-30
29HighTower Advisors, LLC63,832$3.2M0.44%2025-12-31
30JONES FINANCIAL COMPANIES LLLP51,801$2.6M0.36%2025-12-31
31AMERIPRISE FINANCIAL INC46,357$2.3M0.32%2025-12-31
32JANE STREET GROUP, LLC41,128$2.1M0.28%2025-12-31
33ADVISOR GROUP HOLDINGS, INC.35,005$1.8M0.24%2025-12-31
34GOLDMAN SACHS GROUP INC32,492$1.6M0.22%2025-12-31
35UBS Group AG31,609$1.6M0.22%2025-12-31
36Sanctuary Advisors, LLC31,104$1.6M0.21%2025-12-31
37CHOREO, LLC28,044$1.4M0.19%2025-12-31
38Simplicity Wealth,LLC27,615$1.4M0.19%2025-12-31
39Bluesphere Advisors, LLC25,524$1.3M0.17%2025-12-31
40Private Advisor Group, LLC24,981$1.3M0.17%2025-12-31
41Klingman & Associates, LLC23,816$1.2M0.16%2025-12-31
42ARWA LLC15,918$799.4K0.11%2025-12-31
43MML INVESTORS SERVICES, LLC14,607$733.6K0.10%2025-12-31
44Sunflower Bank, N.A.11,461$575.6K0.08%2025-12-31
45PATTON ALBERTSON MILLER GROUP, LLC10,697$537.2K0.07%2025-12-31
46WealthPLAN Partners, LLC9,516$477.9K0.06%2025-12-31
47VisionPoint Advisory Group, LLC9,447$474.4K0.06%2025-12-31
48Stratos Wealth Partners, LTD.9,447$474.4K0.06%2025-12-31
49PAPP L ROY & ASSOCIATES9,259$465.0K0.06%2025-12-31
50HARBOUR INVESTMENT MANAGEMENT LLC9,096$456.8K0.06%2025-12-31
51OLD MISSION CAPITAL LLC8,941$449.0K0.06%2025-12-31
52Stelac Advisory Services LLC7,091$357.8K0.04%2025-12-31
53Certified Advisory Corp6,847$343.9K0.04%2025-12-31
54RPS ADVISORY SOLUTIONS LLC6,268$314.8K0.04%2025-12-31
55BTG Pactual Asset Management US LLC6,164$309.7K0.04%2025-12-31
56STIFEL FINANCIAL CORP5,901$296.3K0.04%2025-12-31
57Pensionmark Financial Group, LLC6,994$282.7K0.04%2025-12-31
58Ameritas Advisory Services, LLC5,065$254.4K0.03%2025-12-31
59Brinker Capital Investments, LLC4,642$233.1K0.03%2025-09-30
60NewEdge Advisors, LLC4,310$216.4K0.03%2025-09-30
61Wealthspire Advisors, LLC4,112$206.5K0.02%2025-12-31
62MORGAN STANLEY2,644$132.8K0.01%2025-12-31
63Princeton Global Asset Management LLC2,326$116.8K0.01%2025-12-31
64Global Retirement Partners, LLC1,669$83.8K0.01%2025-12-31
65CREATIVE FINANCIAL DESIGNS INC /ADV1,614$81.0K0.01%2025-12-31
66Kestra Advisory Services, LLC1,413$71.0K0.00%2025-12-31
67BankPlus Trust Department1,210$60.8K0.00%2025-12-31
68Advisory Services Network, LLC739$37.1K0.00%2025-09-30
69Royal Bank of Canada585$29.0K0.00%2025-12-31
70HALBERT HARGROVE GLOBAL ADVISORS, LLC434$21.8K0.00%2025-09-30
71IFP Advisors, Inc249$12.5K0.00%2025-12-31
72Trust Co161$8.1K0.00%2025-12-31
73Cape Investment Advisory, Inc.150$7.5K0.00%2025-12-31
74Bank & Trust Co126$6.3K0.00%2025-12-31
75Virtu Financial LLC99,391$5.0K0.69%2025-12-31
76AE Wealth Management LLC55$2.8K0.00%2025-12-31
77PRINCIPAL SECURITIES, INC.31$1.6K0.00%2025-09-30
78RICHARDSON FINANCIAL SERVICES INC.19$9540.00%2025-12-31
79Cambridge Investment Research Advisors, Inc.8,069$4050.05%2025-12-31
80CoreCap Advisors, LLC1$500.00%2025-12-31
81CWM, LLC335$170.00%2025-12-31
82Smartleaf Asset Management LLC0$100.00%2025-12-31