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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 53656F862

LISTED FD TR

39 institutions · $58.3M total · 2,937,590 shares

#ManagerSharesValue% of TotalPeriod
1Bison Wealth, LLC949,746$19.7M32.33%2025-09-30
2HighTower Advisors, LLC527,393$10.8M17.95%2025-06-30
3Bison Wealth, LLC459,206$9.3M15.63%2024-12-31
4Truadvice, LLC181,796$3.5M6.18%2023-12-31
5EVOLUTION WEALTH MANAGEMENT INC.119,920$2.5M4.08%2025-12-31
6SUSQUEHANNA INTERNATIONAL GROUP, LLP98,317$2.0M3.34%2025-12-31
7Ethos Capital Management, Inc.91,422$1.9M3.11%2025-12-31
8Fiduciary Alliance LLC84,673$1.8M2.88%2023-09-30
9JPMORGAN CHASE & CO34,396$707.5K1.17%2024-12-31
10JANE STREET GROUP, LLC28,963$603.3K0.98%2025-09-30
11Sandy Spring Bank26,296$538.8K0.89%2025-03-31
12WEALTH ENHANCEMENT ADVISORY SERVICES, LLC27,238$534.8K0.92%2023-12-31
13OLD MISSION CAPITAL LLC24,369$525.7K0.82%2024-09-30
14GTS SECURITIES LLC20,603$422.2K0.70%2025-03-31
15Atlantic Union Bankshares Corp19,836$407.0K0.67%2025-12-31
16REAP Financial Group, LLC19,020$390.3K0.64%2025-12-31
17Luminist Capital LLC18,655$382.8K0.63%2025-12-31
18Orion Portfolio Solutions, LLC18,502$374.1K0.62%2025-03-31
19WOLVERINE TRADING, LLC16,590$339.6K0.56%2025-06-30
20RAYMOND JAMES FINANCIAL INC12,523$256.9K0.42%2025-12-31
21LPL Financial LLC12,195$239.4K0.41%2023-12-31
22HB Wealth Management, LLC11,351$239.0K0.38%2023-06-30
23Brinker Capital Investments, LLC11,145$228.7K0.37%2025-12-31
24WELLS FARGO & COMPANY/MN6,896$144.1K0.23%2024-03-31
25RPg Family Wealth Advisory, LLC6,400$138.1K0.21%2024-09-30
26Resurgent Financial Advisors LLC5,617$116.4K0.19%2023-09-30
27MRP Capital Investments, LLC5,000$103.6K0.17%2023-09-30
28IFP Advisors, Inc4,185$87.2K0.14%2025-12-31
29ADVISOR GROUP HOLDINGS, INC.1,783$36.6K0.06%2025-12-31
30NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO893$17.5K0.03%2023-12-31
31Belpointe Asset Management LLC541$11.4K0.01%2023-06-30
32MORGAN STANLEY400$8.3K0.01%2025-09-30
33Cape Investment Advisory, Inc.350$7.2K0.01%2025-06-30
34UBS Group AG174$3.6K0.00%2025-12-31
35INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC156$3.2K0.00%2024-06-30
36Horizon Investments, LLC91,026$1.8K3.09%2023-03-31
37AE Wealth Management LLC8$1730.00%2025-12-31
38NewSquare Capital LLC6$1230.00%2025-06-30
39CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30