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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 52468L877

LEGG MASON ETF INVT

30 institutions · $7.3M total · 203,759 shares

#ManagerSharesValue% of TotalPeriod
1Encompass More Asset Management31,741$1.4M15.57%2025-12-31
2Equitable Holdings, Inc.31,446$1.3M15.43%2024-09-30
3COMMONWEALTH EQUITY SERVICES, LLC20,720$894.7K10.16%2025-12-31
4LPL Financial LLC17,175$741.6K8.42%2025-12-31
5Arden Trust Co13,113$509.7K6.43%2024-06-30
6Royal Bank of Canada9,499$410.0K4.66%2025-12-31
7CITADEL ADVISORS LLC9,063$391.4K4.44%2025-12-31
8GOLDMAN SACHS GROUP INC9,047$325.5K4.44%2024-03-31
9ENVESTNET ASSET MANAGEMENT INC8,877$319.4K4.35%2023-12-31
10TRUIST FINANCIAL CORP8,877$319.4K4.35%2023-12-31
11Independent Advisor Alliance6,200$264.4K3.04%2024-12-31
12Cetera Investment Advisers4,704$201.0K2.30%2025-09-30
13ADVISOR GROUP HOLDINGS, INC.2,269$98.0K1.11%2025-12-31
14Farther Finance Advisors, LLC811$35.0K0.39%2025-12-31
15Kestra Investment Management, LLC730$29.8K0.35%2025-06-30
16Geneos Wealth Management Inc.447$19.3K0.21%2025-12-31
17Glen Eagle Advisors, LLC412$17.8K0.20%2025-12-31
18RAYMOND JAMES FINANCIAL INC365$14.6K0.17%2025-06-30
19FRANKLIN RESOURCES INC297$10.9K0.14%2023-09-30
20COMERICA BANK192$8.3K0.09%2025-12-31
21Golden State Wealth Management, LLC157$6.7K0.07%2024-12-31
22UBS Group AG74$3.2K0.03%2025-12-31
23Aspen Investment Management Inc26,062$93712.79%2023-12-31
24AE Wealth Management LLC4$1510.00%2025-03-31
25MORGAN STANLEY1$450.00%2025-06-30
26Spire Wealth Management867$300.42%2023-03-31
27AlphaMark Advisors, LLC352$120.17%2023-03-31
28CWM, LLC163$70.07%2025-12-31
29Covestor Ltd94$30.04%2023-06-30
30CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30