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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 53656F706

LISTED FD TR

50 institutions · $4.2M total · 211,491 shares

#ManagerSharesValue% of TotalPeriod
1SUSQUEHANNA INTERNATIONAL GROUP, LLP48,847$1.2M23.09%2025-12-31
2HighTower Advisors, LLC55,307$769.0K26.15%2023-12-31
3Global View Capital Management LLC21,225$566.3K10.03%2025-06-30
4AlTi Global, Inc.14,800$357.7K6.99%2025-12-31
5CITADEL ADVISORS LLC14,075$340.2K6.65%2025-12-31
6JANE STREET GROUP, LLC10,656$257.5K5.03%2025-12-31
7TCG Advisory Services, LLC8,508$238.5K4.02%2025-09-30
8Belpointe Asset Management LLC10,860$163.6K5.13%2023-06-30
9BANK OF MONTREAL /CAN/7,336$117.4K3.46%2023-12-31
10OLD MISSION CAPITAL LLC1,774$24.8K0.83%2023-03-31
11MAI Capital Management616$14.9K0.29%2025-12-31
12ADVISOR GROUP HOLDINGS, INC.606$14.6K0.28%2025-12-31
13SRS Capital Advisors, Inc.526$12.7K0.24%2025-12-31
14RAYMOND JAMES FINANCIAL INC457$12.2K0.21%2025-06-30
15BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC425$10.3K0.20%2025-12-31
16CITIGROUP INC500$9.9K0.23%2024-12-31
17NVWM, LLC491$6.9K0.23%2023-03-31
18Clearstead Advisors, LLC237$6.6K0.11%2025-09-30
19Activest Wealth Management450$6.3K0.21%2023-03-31
20Wingate Wealth Advisors, Inc.303$6.0K0.14%2024-12-31
21Painted Porch Advisors LLC205$5.7K0.09%2025-12-31
22JPMORGAN CHASE & CO300$4.7K0.14%2024-12-31
23HighMark Wealth Management LLC283$4.4K0.13%2023-09-30
24NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO198$4.1K0.09%2025-03-31
25UBS Group AG127$3.1K0.06%2025-12-31
26Steward Partners Investment Advisory, LLC180$2.8K0.08%2024-03-31
27MORGAN STANLEY108$2.6K0.05%2025-12-31
28O'Dell Group, LLC150$2.3K0.07%2023-09-30
29Royal Bank of Canada100$2.0K0.04%2025-09-30
30FLAGSHIP HARBOR ADVISORS, LLC79$1.9K0.03%2025-12-31
31Lummis Asset Management, LP65$1.6K0.03%2025-12-31
32Mascagni Wealth Management, Inc.78$1.5K0.03%2025-03-31
33West Branch Capital LLC39$9420.01%2025-09-30
34Aptus Capital Advisors, LLC50$8920.02%2024-09-30
35Geneos Wealth Management Inc.21$5890.00%2025-09-30
36BANK OF AMERICA CORP /DE/28$5530.01%2024-12-31
37HARBOUR INVESTMENTS, INC.33$4970.01%2023-06-30
38NATIONAL BANK OF CANADA /FI/30$4070.01%2023-12-31
39AE Wealth Management LLC13$3140.00%2025-12-31
40FLOW TRADERS U.S. LLC10,892$2635.15%2025-12-31
41WELLS FARGO & COMPANY/MN15$2100.00%2023-03-31
42FMR LLC7$1090.00%2024-03-31
43Larson Financial Group LLC5$790.00%2024-06-30
44Tower Research Capital LLC (TRC)1$200.00%2024-12-31
45Banque Cantonale Vaudoise430$60.20%2023-06-30
46Kilter Group LLC0$60.00%2025-06-30
47IFP Advisors, Inc10$10.00%2023-03-31
48SIMPLEX TRADING, LLC45$10.02%2025-09-30
49Advisory Services Network, LLC0$00.00%2023-06-30
50CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30