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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 53656F722

LISTED FD TR

46 institutions · $27.0M total · 729,107 shares

#ManagerSharesValue% of TotalPeriod
1TrueMark Investments, LLC124,034$5.0M17.01%2025-06-30
2Weaver Consulting Group108,526$4.4M14.88%2025-06-30
3Lloyd Advisory Services, LLC.80,289$3.0M11.01%2025-03-31
4B.O.S.S. Retirement Advisors, LLC45,151$1.7M6.19%2025-03-31
5FSR Wealth Management Ltd.35,962$1.3M4.93%2025-03-31
6Capital Investment Advisory Services, LLC29,875$1.2M4.09%2025-06-30
7HOWARD BAILEY SECURITIES, LLC23,297$870.0K3.19%2025-12-31
8ADVISOR GROUP HOLDINGS, INC.21,105$854.5K2.89%2025-09-30
9Kestra Advisory Services, LLC25,918$815.4K3.55%2023-06-30
10SMART Wealth LLC19,885$742.6K2.72%2025-03-31
11Outlook Wealth Advisors, LLC17,374$648.8K2.38%2025-03-31
12TOUNJIAN ADVISORY PARTNERS, LLC17,240$643.8K2.36%2025-06-30
13OLD MISSION CAPITAL LLC15,534$628.9K2.13%2025-06-30
14LifeWealth Investments, LLC13,133$490.5K1.80%2025-12-31
15Valtinson Bruner Financial Planning LLC12,024$486.8K1.64%2025-06-30
16SUSQUEHANNA INTERNATIONAL GROUP, LLP10,891$440.9K1.49%2025-06-30
17Summit Wealth Partners, LLC12,622$419.0K1.73%2024-09-30
18Great Lakes Retirement, Inc.10,594$395.6K1.45%2025-03-31
19FWG Investments, LLC.10,457$390.5K1.43%2025-03-31
20GOLDMAN SACHS GROUP INC7,031$284.7K0.96%2025-06-30
21Stratos Wealth Partners, LTD.6,794$275.1K0.93%2025-06-30
22Atomi Financial Group, Inc.8,357$262.9K1.14%2023-06-30
23WOLVERINE TRADING, LLC6,988$261.8K0.95%2025-03-31
24FSA Advisors, Inc.6,557$244.9K0.89%2025-03-31
25Csenge Advisory Group6,673$239.3K0.91%2025-03-31
26Atria Wealth Solutions, Inc.5,279$203.7K0.72%2024-12-31
27Quest 10 Wealth Builders, Inc.4,533$169.3K0.62%2025-03-31
28JPMORGAN CHASE & CO3,520$142.5K0.48%2025-06-30
29Aptus Capital Advisors, LLC2,152$87.1K0.29%2025-06-30
30Lord & Richards Wealth Management, LLC1,585$59.2K0.21%2025-03-31
31Castleview Partners, LLC1,405$55.4K0.19%2024-12-31
32HARBOUR INVESTMENTS, INC.1,316$53.3K0.18%2025-06-30
33AE Wealth Management LLC1,191$48.2K0.16%2025-06-30
34Transce3nd, LLC851$31.8K0.11%2025-03-31
35Park Square Financial Group, LLC573$21.4K0.07%2025-03-31
36DHJJ Financial Advisors, Ltd.280$11.3K0.03%2025-06-30
37Capital A Wealth Management, LLC266$9.9K0.03%2025-03-31
38Sugarloaf Wealth Management, LLC300$9.0K0.04%2023-03-31
39Pineridge Advisors LLC222$8.3K0.03%2025-03-31
40UBS Group AG127$5.1K0.01%2025-06-30
41Decker Retirement Planning Inc.109$4.1K0.01%2025-03-31
42Richard W. Paul & Associates, LLC44$1.6K0.00%2025-03-31
43Authentikos Wealth Advisory, LLC42$1.4K0.00%2023-12-31
44COMMONWEALTH EQUITY SERVICES, LLC29,000$1.2K3.97%2025-06-30
45MORGAN STANLEY1$400.00%2024-06-30
46CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30