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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 53656F144

LISTED FD TR

33 institutions · $16.6M total · 680,451 shares

#ManagerSharesValue% of TotalPeriod
1TOWNSQUARE CAPITAL LLC243,104$8.4M35.72%2023-06-30
2Guild Investment Management, Inc.37,750$1.3M5.54%2023-09-30
3Alliance Wealth Advisors, LLC /UT30,257$1.1M4.44%2023-06-30
4Wallace Advisory Group, LLC28,271$981.9K4.15%2023-09-30
5BAKER TILLY WEALTH MANAGEMENT, LLC27,069$940.1K3.97%2023-06-30
63EDGE Asset Management, LP24,877$850.4K3.65%2023-09-30
7Brookwood Investment Group LLC30,996$584.9K4.55%2025-03-31
8CITADEL ADVISORS LLC22,707$415.1K3.33%2025-06-30
9JANE STREET GROUP, LLC19,598$326.7K2.88%2025-12-31
10FirstPurpose Wealth LLC9,197$319.4K1.35%2023-06-30
11DFPG INVESTMENTS, LLC8,063$280.0K1.18%2023-06-30
12SUSQUEHANNA INTERNATIONAL GROUP, LLP16,772$279.6K2.46%2025-12-31
13Csenge Advisory Group6,601$232.4K0.97%2023-03-31
14Strategic Financial Concepts, LLC11,532$205.2K1.69%2025-09-30
15Portside Wealth Group, LLC5,434$185.7K0.79%2023-09-30
16BANK OF MONTREAL /CAN/3,000$66.1K0.44%2024-06-30
17Continuum Advisory, LLC2,350$44.3K0.34%2025-03-31
18UBS Group AG1,870$33.3K0.27%2025-09-30
19WELLS FARGO & COMPANY/MN859$29.4K0.12%2023-09-30
20Farther Finance Advisors, LLC1,250$22.2K0.18%2025-09-30
21Worth Asset Management, LLC535$18.3K0.07%2023-09-30
22EverSource Wealth Advisors, LLC500$17.1K0.07%2023-09-30
23Cambridge Investment Research Advisors, Inc.55,975$1.9K8.22%2023-06-30
24EisnerAmper Wealth Management Corporate Benefits, LLC45,439$1.6K6.67%2023-06-30
25MERCER GLOBAL ADVISORS INC /ADV24,121$8383.54%2023-06-30
26ADVISOR GROUP HOLDINGS, INC.50$8340.00%2025-12-31
27FLOW TRADERS U.S. LLC13,146$2341.93%2025-09-30
28CENTAURUS FINANCIAL, INC.4,667$1600.68%2023-09-30
29MATHER GROUP, LLC.6$1310.00%2024-06-30
30Matrix Trust Co1,370$480.20%2023-06-30
31SIMPLEX TRADING, LLC2,585$480.37%2025-03-31
32Bartlett & Co. LLC500$170.07%2023-06-30
33CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30
LISTED FD TR (CUSIP 53656F144) — 13F Holders |... | Cayman Journal | Cayman Journal