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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 67110P704

OSI ETF TR

17 institutions · $3.8M total · 91,236 shares

#ManagerSharesValue% of TotalPeriod
1StoneX Group Inc.24,628$1.2M26.99%2025-06-30
2Private Portfolio Partners LLC17,627$1.0M19.32%2023-03-31
3American Portfolios Advisors12,048$654.0K13.20%2023-03-31
4Retirement Group, LLC13,137$406.0K14.39%2023-12-31
5Parallel Advisors, LLC8,325$257.3K9.12%2024-03-31
6Federation des caisses Desjardins du Quebec2,345$127.3K2.57%2024-06-30
7Rise Advisors, LLC1,725$53.3K1.89%2023-12-31
8CoreCap Advisors, LLC1,255$30.5K1.37%2023-03-31
9NBT BANK N A /NY53$24.0K0.05%2025-12-31
10AdvisorNet Financial, Inc523$16.2K0.57%2023-12-31
11Farther Finance Advisors, LLC400$12.8K0.43%2024-03-31
12TD Waterhouse Canada Inc.200$9.4K0.21%2023-12-31
13Advisory Services Network, LLC200$5.8K0.21%2023-06-30
14Gladstone Institutional Advisory LLC7,899$4188.65%2023-03-31
15St. James Investment Advisors, LLC11$2670.01%2023-03-31
16AlphaMark Advisors, LLC860$400.94%2024-12-31
17Stonebridge Capital Advisors LLC0$00.00%2023-12-31
OSI ETF TR (CUSIP 67110P704) — 13F Holders |... | Cayman Journal | Cayman Journal