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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 53656G332

LISTED FDS TR

12 institutions · $73.0M total · 2,660,023 shares

#ManagerSharesValue% of TotalPeriod
1Coppell Advisory Solutions LLC2,015,305$55.5M75.76%2025-12-31
2Triad Wealth Partners, LLC419,071$11.5M15.75%2025-12-31
3AE Wealth Management LLC114,176$3.1M4.29%2025-12-31
4OLD MISSION CAPITAL LLC36,209$964.3K1.36%2025-09-30
5JANE STREET GROUP, LLC35,973$856.6K1.35%2025-03-31
6IAMS WEALTH MANAGEMENT, LLC18,748$513.3K0.70%2025-12-31
7Gibbs Wealth Management11,129$296.4K0.41%2025-09-30
8SUSQUEHANNA INTERNATIONAL GROUP, LLP8,761$239.9K0.32%2025-12-31
9JPMORGAN CHASE & CO344$9.4K0.01%2025-12-31
10UBS Group AG237$6.5K0.00%2025-12-31
11Sound Income Strategies, LLC70$2.0K0.00%2025-12-31
12CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30