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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
⌕
Research
Markets
13F
Insiders
Press Releases
Companies
People
Real Estate
Yacht
AI Agents + MCP
Business
Economy
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13F
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CUSIP
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53656F680
CUSIP 53656F680
LISTED FD TR
46 institutions · $24.5M total · 709,592 shares
#
Manager
Shares
Value
% of Total
Period
1
TrueMark Investments, LLC
179,641
$7.5M
25.31%
2025-06-30
2
AE Wealth Management LLC
114,428
$4.8M
16.12%
2025-06-30
3
Valtinson Bruner Financial Planning LLC
71,989
$3.0M
10.14%
2025-06-30
4
Lloyd Advisory Services, LLC.
37,751
$1.6M
5.32%
2025-06-30
5
First Capital Advisors Group, LLC.
45,464
$1.5M
6.40%
2023-09-30
6
B.O.S.S. Retirement Advisors, LLC
21,873
$916.9K
3.08%
2025-06-30
7
OLD MISSION CAPITAL LLC
16,092
$624.9K
2.26%
2025-03-31
8
Elevated Capital Advisors, LLC
15,115
$587.0K
2.13%
2025-06-30
9
HOWARD BAILEY SECURITIES, LLC
11,754
$492.7K
1.65%
2025-12-31
10
ADVISOR GROUP HOLDINGS, INC.
11,669
$489.3K
1.64%
2025-09-30
11
Weaver Consulting Group
14,775
$468.1K
2.08%
2023-06-30
12
Kestra Advisory Services, LLC
11,979
$379.5K
1.68%
2023-06-30
13
Great Lakes Retirement, Inc.
7,271
$304.8K
1.02%
2025-06-30
14
Authentikos Wealth Advisory, LLC
6,277
$252.2K
0.88%
2024-12-31
15
INSIGHT 2811, INC.
5,961
$249.9K
0.84%
2025-06-30
16
CITADEL ADVISORS LLC
5,913
$247.9K
0.83%
2025-06-30
17
LifeWealth Investments, LLC
5,846
$245.1K
0.82%
2025-12-31
18
Atria Wealth Solutions, Inc.
5,204
$212.4K
0.73%
2024-09-30
19
LINCOLN NATIONAL CORP
5,480
$206.3K
0.77%
2024-03-31
20
JPMORGAN CHASE & CO
3,488
$146.2K
0.49%
2025-06-30
21
BlackRock, Inc.
840
$32.6K
0.11%
2025-03-31
22
Castleview Partners, LLC
840
$28.3K
0.11%
2023-09-30
23
Spire Wealth Management
610
$25.6K
0.08%
2025-06-30
24
UBS Group AG
537
$22.5K
0.07%
2025-06-30
25
Quest 10 Wealth Builders, Inc.
458
$19.2K
0.06%
2025-09-30
26
Transce3nd, LLC
421
$17.6K
0.05%
2025-06-30
27
Lord & Richards Wealth Management, LLC
410
$15.9K
0.05%
2025-03-31
28
Park Square Financial Group, LLC
270
$11.3K
0.03%
2025-06-30
29
DHJJ Financial Advisors, Ltd.
222
$9.3K
0.03%
2025-06-30
30
Coppell Advisory Solutions LLC
126
$5.1K
0.01%
2024-12-31
31
Decker Retirement Planning Inc.
72
$3.0K
0.01%
2025-06-30
32
OLIVER LAGORE VANVALIN INVESTMENT GROUP
65
$2.1K
0.00%
2023-12-31
33
WEDBUSH SECURITIES INC
48,579
$2.0K
6.84%
2025-06-30
34
Sound Income Strategies, LLC
51
$1.9K
0.00%
2024-03-31
35
SkyView Investment Advisors, LLC
45,464
$1.5K
6.40%
2023-09-30
36
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
27
$1.1K
0.00%
2024-09-30
37
Richard W. Paul & Associates, LLC
21
$882
0.00%
2025-06-30
38
Global Retirement Partners, LLC
18
$750
0.00%
2025-06-30
39
Pineridge Advisors LLC
7
$300
0.00%
2025-06-30
40
Capital A Wealth Management, LLC
8
$278
0.00%
2025-09-30
41
COMMONWEALTH EQUITY SERVICES, LLC
7,433
$243
1.04%
2023-12-31
42
LaSalle St. Investment Advisors, LLC
5,133
$215
0.72%
2025-06-30
43
TUCKER ASSET MANAGEMENT LLC
4
$139
0.00%
2024-03-31
44
FMR LLC
1
$41
0.00%
2024-09-30
45
CWM, LLC
5
$0
0.00%
2025-03-31
46
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
0
$0
0.00%
2025-06-30