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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 53656F821

LISTED FD TR

48 institutions · $7.0M total · 353,527 shares

#ManagerSharesValue% of TotalPeriod
1CAPTRUST FINANCIAL ADVISORS40,004$1.6M11.31%2024-06-30
2Belpointe Asset Management LLC18,688$730.5K5.28%2024-03-31
3Tower Research Capital LLC (TRC)16,757$576.3K4.73%2025-03-31
4SUSQUEHANNA INTERNATIONAL GROUP, LLP16,273$559.7K4.60%2025-03-31
5American Portfolios Advisors11,163$511.9K3.15%2023-03-31
6Authentikos Wealth Advisory, LLC9,822$337.8K2.77%2025-12-31
7TWO SIGMA INVESTMENTS, LP9,681$332.9K2.73%2025-03-31
8CITADEL ADVISORS LLC8,325$324.5K2.35%2024-12-31
9Mid-American Wealth Advisory Group, Inc.8,939$307.4K2.52%2025-03-31
10Acorn Wealth Advisors, LLC6,780$233.2K1.91%2025-03-31
11Sloy Dahl & Holst, LLC6,070$208.8K1.71%2025-03-31
12Weaver Consulting Group5,304$206.7K1.50%2024-12-31
13Prime Capital Investment Advisors, LLC5,260$205.0K1.48%2024-12-31
14ADVISOR GROUP HOLDINGS, INC.4,377$170.7K1.23%2025-06-30
15Park Square Financial Group, LLC3,258$112.0K0.92%2025-03-31
16SIGNATUREFD, LLC2,700$92.9K0.76%2025-03-31
17PNC Financial Services Group, Inc.2,900$92.6K0.82%2023-09-30
18BALLAST ADVISORS LLC2,937$81.4K0.83%2023-06-30
19AE Wealth Management LLC2,238$77.0K0.63%2025-03-31
20Continuum Advisory, LLC2,185$75.1K0.61%2025-03-31
21MORGAN STANLEY1,235$48.1K0.34%2025-03-31
22COLDSTREAM CAPITAL MANAGEMENT INC892$30.7K0.25%2025-03-31
23Allworth Financial LP700$29.2K0.19%2024-12-31
24HARBOUR INVESTMENTS, INC.450$15.5K0.12%2025-03-31
25Aptus Capital Advisors, LLC500$14.9K0.14%2023-12-31
26Federation des caisses Desjardins du Quebec356$13.9K0.10%2024-12-31
27Capital Investment Advisory Services, LLC376$12.9K0.10%2025-03-31
28Carolina Wealth Advisors, LLC339$11.7K0.09%2025-03-31
29Main Street Group, LTD156$6.2K0.04%2024-06-30
30UBS Group AG176$6.1K0.04%2025-03-31
31Bogart Wealth, LLC160$5.5K0.04%2025-03-31
32NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO125$4.9K0.03%2024-12-31
33WELLS FARGO & COMPANY/MN123$4.8K0.03%2024-12-31
34Parallel Advisors, LLC136$4.7K0.03%2025-03-31
35Sunbelt Securities, Inc.95$3.3K0.02%2025-03-31
36INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC128,943$3.2K36.47%2024-09-30
37Royal Bank of Canada90$3.0K0.02%2025-09-30
38US BANCORP \DE\40$1.5K0.01%2024-09-30
39WEDBUSH SECURITIES INC24,484$8426.92%2025-03-31
40COMMONWEALTH EQUITY SERVICES, LLC10,320$4022.91%2024-12-31
41COMERICA BANK9$3560.00%2024-06-30
42CIBC Private Wealth Group, LLC1$410.00%2024-06-30
43Planning Capital Management Corp1$380.00%2024-09-30
44FMR LLC1$300.00%2023-12-31
45SIMPLEX TRADING, LLC144$30.04%2023-03-31
46VALLEY NATIONAL ADVISERS INC13$10.00%2023-09-30
47CWM, LLC1$00.00%2024-09-30
48CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-03-31