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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 53656F474

LISTED FD TR

30 institutions · $227.1M total · 6,589,086 shares

#ManagerSharesValue% of TotalPeriod
149 WEALTH MANAGEMENT, LLC3,879,493$141.1M58.87%2025-12-31
2TITLEIST ASSET MANAGEMENT, LTD.1,105,403$32.0M16.77%2023-03-31
3TITLEIST ASSET MANAGEMENT, LLC702,787$23.9M10.66%2025-03-31
4Weaver Consulting Group657,702$22.3M9.98%2025-03-31
5Authentikos Wealth Advisory, LLC71,570$2.4M1.08%2025-12-31
6ADVISOR GROUP HOLDINGS, INC.22,322$714.5K0.33%2025-06-30
7Ahrens Investment Partners LLC24,675$684.7K0.37%2023-06-30
8M3 Advisory Group, LLC16,761$569.5K0.25%2025-03-31
9AE Wealth Management LLC16,567$562.9K0.25%2025-03-31
10SUSQUEHANNA INTERNATIONAL GROUP, LLP17,072$508.3K0.25%2024-03-31
11Brookstone Capital Management16,592$472.0K0.25%2023-06-30
12Financial Gravity Asset Management, Inc.12,786$434.5K0.19%2025-03-31
13INSIGHT 2811, INC.10,904$370.5K0.16%2025-03-31
14Financial Gravity Companies, Inc.10,394$332.7K0.15%2024-12-31
15Tower Research Capital LLC (TRC)10,640$316.8K0.16%2024-03-31
16NewEdge Advisors, LLC10,015$275.2K0.15%2023-09-30
17CoreCap Advisors, LLC908$29.1K0.01%2024-12-31
18Capital Investment Advisory Services, LLC803$22.1K0.01%2023-09-30
19WELLS FARGO & COMPANY/MN800$21.2K0.01%2023-12-31
20JPMORGAN CHASE & CO321$10.9K0.00%2025-03-31
21HARBOUR INVESTMENTS, INC.150$5.1K0.00%2025-03-31
22EverSource Wealth Advisors, LLC117$4.0K0.00%2025-03-31
23Rossby Financial, LCC110$3.6K0.00%2025-03-31
24Castleview Partners, LLC72$2.2K0.00%2024-09-30
25DHJJ Financial Advisors, Ltd.52$1.8K0.00%2025-03-31
26UBS Group AG22$6640.00%2024-06-30
27MORGAN STANLEY18$6120.00%2025-03-31
28INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC20$6070.00%2024-06-30
29HAZLETT, BURT & WATSON, INC.10$00.00%2023-06-30
30CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-03-31