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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 56167R606

MANAGED PORTFOLIO SERIES

24 institutions · $31.8M total · 839,266 shares

#ManagerSharesValue% of TotalPeriod
1Legend Financial Advisors, Inc.248,002$9.4M29.54%2025-12-31
2ADVISOR GROUP HOLDINGS, INC.185,634$7.1M22.11%2025-12-31
3Savant Capital, LLC133,050$5.1M15.85%2025-12-31
4David R. Rahn & Associates Inc.48,074$1.8M5.72%2025-12-31
5GTS SECURITIES LLC40,506$1.5M4.82%2025-12-31
6Onyx Bridge Wealth Group LLC23,123$880.7K2.75%2025-12-31
7Capital Investment Advisory Services, LLC22,702$864.7K2.70%2025-12-31
8LPL Financial LLC21,608$823.0K2.57%2025-12-31
9Arcus Capital Partners, LLC14,064$534.2K1.67%2025-09-30
10JANE STREET GROUP, LLC14,655$502.2K1.74%2025-03-31
11SUSQUEHANNA INTERNATIONAL GROUP, LLP12,007$457.3K1.43%2025-12-31
12ENVESTNET ASSET MANAGEMENT INC11,860$451.7K1.41%2025-12-31
13Mowery & Schoenfeld Wealth Management, LLC10,976$418.1K1.30%2025-12-31
14Dynamic Advisor Solutions LLC11,834$405.5K1.41%2025-03-31
15Integrated Wealth Concepts LLC8,379$318.3K0.99%2025-09-30
16Royal Bank of Canada8,142$310.0K0.97%2025-12-31
17CITADEL ADVISORS LLC7,622$275.7K0.90%2025-06-30
18Bond & Devick Financial Network, Inc.6,361$242.3K0.75%2025-12-31
19MORGAN STANLEY4,440$169.1K0.52%2025-12-31
20RAYMOND JAMES FINANCIAL INC2,625$95.0K0.31%2025-06-30
21UBS Group AG2,104$76.1K0.25%2025-06-30
22WFA of San Diego, LLC1,298$49.3K0.15%2025-12-31
23NVWM, LLC200$7.6K0.02%2025-12-31
24CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30