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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 67110P407

OSI ETF TR

8 institutions · $6.6M total · 142,427 shares

#ManagerSharesValue% of TotalPeriod
1Private Portfolio Partners LLC57,280$2.7M40.21%2023-03-31
2Caldwell Trust Co42,785$2.0M30.03%2025-09-30
3American Portfolios Advisors30,241$1.4M21.23%2023-03-31
4Stephens Consulting, LLC6,402$298.1K4.49%2023-03-31
5Federation des caisses Desjardins du Quebec3,660$119.9K2.56%2024-06-30
6Glen Eagle Advisors, LLC1,201$50.5K0.84%2024-06-30
7NBT BANK N A /NY58$14.0K0.04%2025-12-31
8VitalStone Financial, LLC800$370.56%2023-06-30