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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 53656F763

LISTED FD TR

44 institutions · $27.1M total · 779,013 shares

#ManagerSharesValue% of TotalPeriod
1Authentikos Wealth Advisory, LLC254,953$9.1M32.72%2025-12-31
2TrueMark Investments, LLC168,996$6.0M21.69%2025-06-30
3Lloyd Advisory Services, LLC.47,357$1.6M6.07%2025-03-31
4Vise Technologies, Inc.39,212$1.4M5.03%2025-06-30
5OLD MISSION CAPITAL LLC28,798$958.3K3.69%2025-03-31
6B.O.S.S. Retirement Advisors, LLC25,451$846.9K3.26%2025-03-31
7WEALTH ENHANCEMENT ADVISORY SERVICES, LLC17,901$681.4K2.29%2025-09-30
8FSR Wealth Management Ltd.19,847$660.5K2.54%2025-03-31
9Weaver Consulting Group14,545$519.5K1.86%2025-06-30
10TOUNJIAN ADVISORY PARTNERS, LLC15,378$511.7K1.97%2025-06-30
11Elevated Capital Advisors, LLC14,993$498.9K1.92%2025-06-30
12Kestra Advisory Services, LLC18,282$496.9K2.34%2023-06-30
13HOWARD BAILEY SECURITIES, LLC13,347$444.2K1.71%2025-12-31
14JPMORGAN CHASE & CO11,126$397.4K1.42%2025-06-30
15SMART Wealth LLC11,060$368.0K1.41%2025-03-31
16Outlook Wealth Advisors, LLC9,655$321.3K1.23%2025-03-31
17Great Lakes Retirement, Inc.9,029$300.5K1.15%2025-03-31
18AE Wealth Management LLC7,456$266.3K0.95%2025-06-30
19LifeWealth Investments, LLC7,452$248.0K0.95%2025-12-31
20SUSQUEHANNA INTERNATIONAL GROUP, LLP8,421$228.9K1.08%2023-06-30
21INSIGHT 2811, INC.7,877$214.1K1.01%2023-06-30
22GTS SECURITIES LLC6,223$213.8K0.79%2024-12-31
23Mid-American Wealth Advisory Group, Inc.5,666$202.4K0.72%2025-06-30
24Castleview Partners, LLC3,937$136.5K0.50%2024-12-31
25Capital Investment Advisory Services, LLC3,491$124.7K0.44%2025-06-30
26Quest 10 Wealth Builders, Inc.2,554$85.0K0.32%2025-03-31
27BlackRock, Inc.1,454$51.9K0.18%2025-06-30
28Lord & Richards Wealth Management, LLC1,030$34.3K0.13%2025-03-31
29HARBOUR INVESTMENTS, INC.936$33.4K0.12%2025-06-30
30Aptus Capital Advisors, LLC856$30.6K0.10%2025-06-30
31Transce3nd, LLC483$16.1K0.06%2025-03-31
32UBS Group AG406$14.5K0.05%2025-06-30
33Park Square Financial Group, LLC370$12.3K0.04%2025-03-31
34Capital A Wealth Management, LLC150$5.0K0.01%2025-03-31
35Pineridge Advisors LLC123$4.1K0.01%2025-03-31
36Decker Retirement Planning Inc.63$2.1K0.00%2025-03-31
37DHJJ Financial Advisors, Ltd.30$1.1K0.00%2025-06-30
38NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO30$1.0K0.00%2024-09-30
39Ameritas Advisory Services, LLC23$8070.00%2025-06-30
40Richard W. Paul & Associates, LLC24$7860.00%2025-03-31
41BANK OF AMERICA CORP /DE/12$4160.00%2024-09-30
42Allworth Financial LP10$3520.00%2024-12-31
43New Millennium Group LLC6$2000.00%2025-03-31
44CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30