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Wednesday, July 29, 2026
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VOL. XII · NO. 117
Established MMXIV · George Town, Grand Cayman
Atlantic Edition · $4.50
The
Cayman
Journal
Finance · Business · Technology · Caribbean & Global Affairs
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Research
Markets
13F
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Companies
People
Real Estate
Yacht
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Business
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CUSIP
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518416508
CUSIP 518416508
LATTICE STRATEGIES TR
39 institutions · $24.9M total · 598,372 shares
#
Manager
Shares
Value
% of Total
Period
1
LPL Financial LLC
165,760
$7.8M
27.70%
2025-12-31
2
Atria Wealth Solutions, Inc.
164,962
$5.9M
27.56%
2023-12-31
3
Mariner, LLC
48,362
$1.7M
8.08%
2023-12-31
4
Solano Wealth Management, Inc.
37,424
$1.5M
6.25%
2024-06-30
5
Solano Wealth Investment Advisors LLC
28,366
$1.3M
4.74%
2025-12-31
6
CITADEL ADVISORS LLC
16,090
$756.2K
2.68%
2025-12-31
7
Private Advisor Group, LLC
12,949
$608.6K
2.16%
2025-12-31
8
SUSQUEHANNA INTERNATIONAL GROUP, LLP
12,387
$582.2K
2.07%
2025-12-31
9
Stratos Wealth Partners, LTD.
12,289
$558.7K
2.05%
2025-09-30
10
Gateway Wealth Partners, LLC
9,864
$463.6K
1.64%
2025-12-31
11
ATLas Financial Planning LLC
8,739
$410.7K
1.46%
2025-12-31
12
JANE STREET GROUP, LLC
8,621
$405.2K
1.44%
2025-12-31
13
Advisory Services Network, LLC
9,933
$356.0K
1.66%
2023-06-30
14
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
6,615
$310.9K
1.10%
2025-12-31
15
Independent Wealth Network Inc.
8,460
$305.1K
1.41%
2023-12-31
16
HARBOUR INVESTMENTS, INC.
5,966
$280.4K
0.99%
2025-12-31
17
NORTHWEST WEALTH MANAGEMENT, LLC
5,701
$267.9K
0.95%
2025-12-31
18
Buckingham Strategic Partners
5,701
$267.9K
0.95%
2025-12-31
19
COMMONWEALTH EQUITY SERVICES, LLC
5,176
$243.3K
0.86%
2025-12-31
20
Kathleen S. Wright Associates Inc.
4,842
$220.1K
0.80%
2025-09-30
21
Golden Bell Financial Planning LLC
4,635
$217.8K
0.77%
2025-12-31
22
Van Hulzen Asset Management, LLC
1,927
$84.0K
0.32%
2024-12-31
23
Wagner Wealth Management, LLC
1,766
$83.0K
0.29%
2025-12-31
24
Rockefeller Capital Management L.P.
1,533
$72.1K
0.25%
2025-12-31
25
American Portfolios Advisors
494
$20.0K
0.08%
2023-03-31
26
ADVISOR GROUP HOLDINGS, INC.
402
$18.9K
0.06%
2025-12-31
27
Caitlin John, LLC
245
$10.2K
0.04%
2024-12-31
28
Geneos Wealth Management Inc.
225
$9.8K
0.03%
2024-09-30
29
CREATIVE FINANCIAL DESIGNS INC /ADV
79
$3.7K
0.01%
2025-12-31
30
Synergy Asset Management, LLC
48
$2.1K
0.00%
2024-12-31
31
RAYMOND JAMES FINANCIAL INC
34
$1.4K
0.00%
2025-06-30
32
Householder Group Estate & Retirement Specialist, LLC
8,152
$355
1.36%
2024-12-31
33
UBS Group AG
7
$329
0.00%
2025-12-31
34
MORGAN STANLEY
1
$62
0.00%
2025-12-31
35
FMR LLC
1
$45
0.00%
2025-09-30
36
JPMORGAN CHASE & CO
466
$17
0.07%
2023-03-31
37
WELLS FARGO & COMPANY/MN
0
$16
0.00%
2025-12-31
38
BENJAMIN F. EDWARDS & COMPANY, INC.
150
$5
0.02%
2023-12-31
39
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
0
$0
0.00%
2025-06-30