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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 53656F169

LISTED FD TR

34 institutions · $10.6M total · 739,381 shares

#ManagerSharesValue% of TotalPeriod
1HBW Advisory Services LLC91,069$2.3M12.31%2025-12-31
2WEALTH ENHANCEMENT ADVISORY SERVICES, LLC62,040$1.6M8.39%2025-12-31
3Fifth Third Securities, Inc.54,441$1.4M7.36%2025-12-31
4Private Advisor Group, LLC46,000$1.2M6.22%2025-12-31
5OLD MISSION CAPITAL LLC21,029$532.5K2.84%2025-12-31
6Tactive Advisors, LLC20,243$526.6K2.73%2025-09-30
7GTS SECURITIES LLC20,326$514.7K2.74%2025-12-31
8PFG Investments, LLC17,994$455.6K2.43%2025-12-31
9Atria Wealth Solutions, Inc.17,108$369.0K2.31%2025-03-31
10Envestnet Portfolio Solutions, Inc.16,282$351.2K2.20%2025-03-31
11JANE STREET GROUP, LLC11,080$280.5K1.49%2025-12-31
12CITADEL ADVISORS LLC12,767$275.4K1.72%2025-03-31
13COMMONWEALTH EQUITY SERVICES, LLC10,363$262.4K1.40%2025-12-31
14LPL Financial LLC9,317$235.9K1.26%2025-12-31
15HARBOUR INVESTMENTS, INC.4,742$120.1K0.64%2025-12-31
16Transamerica Financial Advisors, Inc.4,194$106.2K0.56%2025-12-31
17AE Wealth Management LLC4,080$103.3K0.55%2025-12-31
18UBS Group AG2,250$48.5K0.30%2025-03-31
19Triumph Capital Management500$12.7K0.06%2025-12-31
20Q3 Asset Management276,939$7.0K37.45%2025-12-31
21NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO121$2.9K0.01%2024-12-31
22Cambridge Investment Research Advisors, Inc.17,408$4412.35%2025-12-31
23Arete Wealth Advisors, LLC18,646$4012.52%2025-03-31
24ADVISOR GROUP HOLDINGS, INC.15$3790.00%2025-12-31
25Farther Finance Advisors, LLC13$2470.00%2023-09-30
26RAYMOND JAMES FINANCIAL INC3$740.00%2025-06-30
27MORGAN STANLEY1$440.00%2025-12-31
28JPMORGAN CHASE & CO1$250.00%2025-12-31
29WELLS FARGO & COMPANY/MN1$240.00%2025-12-31
30FMR LLC1$220.00%2025-03-31
31CWM, LLC392$100.05%2025-12-31
32Tower Research Capital LLC (TRC)7$00.00%2023-03-31
33Rockefeller Capital Management L.P.8$00.00%2023-03-31
34CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30