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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 68384X209

OPTEX SYS HLDGS INC

55 institutions · $34.3M total · 2,468,726 shares

#ManagerSharesValue% of TotalPeriod
1Topline Capital Management, LLC672,934$9.5M27.25%2025-12-31
2PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.296,960$4.2M12.02%2025-12-31
3WASATCH ADVISORS INC265,743$3.8M10.76%2025-12-31
4Archon Capital Management LLC176,004$2.5M7.12%2025-12-31
5VANGUARD GROUP INC163,377$2.3M6.61%2025-12-31
6MARSHALL WACE, LLP81,308$1.2M3.29%2025-12-31
7AMERIPRISE FINANCIAL INC74,468$1.1M3.01%2025-12-31
8O'SHAUGHNESSY ASSET MANAGEMENT, LLC72,795$1.0M2.94%2025-12-31
9EAM Investors, LLC66,861$948.1K2.70%2025-12-31
10Pensionmark Financial Group, LLC57,864$820.5K2.34%2025-12-31
11GEODE CAPITAL MANAGEMENT, LLC52,302$741.9K2.11%2025-12-31
12RITHOLTZ WEALTH MANAGEMENT46,740$662.8K1.89%2025-12-31
13LPL Financial LLC45,701$648.0K1.85%2025-12-31
14SEI INVESTMENTS CO40,653$576.5K1.64%2025-12-31
15Huntleigh Advisors, Inc.33,353$429.9K1.35%2025-09-30
16CITADEL ADVISORS LLC30,472$392.8K1.23%2025-09-30
17STATE STREET CORP25,857$366.7K1.04%2025-12-31
18ESSEX INVESTMENT MANAGEMENT CO LLC23,126$327.9K0.93%2025-12-31
19MORGAN DEMPSEY CAPITAL MANAGEMENT LLC16,018$227.0K0.64%2025-12-31
20DIMENSIONAL FUND ADVISORS LP15,921$225.8K0.64%2025-12-31
21BlackRock, Inc.15,827$224.4K0.64%2025-12-31
22SUSQUEHANNA INTERNATIONAL GROUP, LLP15,462$219.3K0.62%2025-12-31
23FULLCIRCLE WEALTH LLC12,800$214.3K0.51%2025-09-30
24Mink Brook Asset Management LLC15,913$205.1K0.64%2025-09-30
25GOLDMAN SACHS GROUP INC14,435$204.7K0.58%2025-12-31
26Beacon Pointe Advisors, LLC14,050$199.2K0.56%2025-12-31
27Evernest Financial Advisors, LLC26,300$180.4K1.06%2024-12-31
28BRIDGEWAY CAPITAL MANAGEMENT, LLC11,000$156.0K0.44%2025-12-31
29Financial Advocates Investment Management11,339$130.3K0.45%2025-06-30
30JANE STREET GROUP, LLC8,012$113.6K0.32%2025-12-31
31ADVISOR GROUP HOLDINGS, INC.5,600$79.4K0.22%2025-12-31
32TWO SIGMA SECURITIES, LLC13,084$74.3K0.52%2025-03-31
33BlackRock Inc.8,537$61.6K0.34%2024-06-30
34KESTRA PRIVATE WEALTH SERVICES, LLC14,386$59.8K0.58%2023-12-31
35IFP Advisors, Inc3,950$56.0K0.16%2025-12-31
36BANK OF AMERICA CORP /DE/3,377$47.9K0.13%2025-12-31
37MORGAN STANLEY2,550$36.2K0.10%2025-12-31
38UBS Group AG2,224$31.5K0.09%2025-12-31
39JPMORGAN CHASE & CO1,342$19.0K0.05%2025-12-31
40RAYMOND JAMES FINANCIAL INC1,338$15.4K0.05%2025-06-30
41Redwood Wealth Management Group, LLC2,000$14.4K0.08%2024-06-30
42Tower Research Capital LLC (TRC)783$11.1K0.03%2025-12-31
43NewEdge Advisors, LLC666$9.4K0.02%2025-12-31
44AdvisorNet Financial, Inc200$2.8K0.00%2025-12-31
45Tradewinds Capital Management, LLC200$1.4K0.00%2024-06-30
46Larson Financial Group LLC100$1.4K0.00%2025-12-31
47CITIGROUP INC69$8890.00%2025-09-30
48FMR LLC54$7720.00%2025-12-31
49Breakwater Investment Management35$4970.00%2025-12-31
50WELLS FARGO & COMPANY/MN41$3130.00%2024-03-31
51LAZARD ASSET MANAGEMENT LLC2,482$280.10%2025-06-30
52LSV ASSET MANAGEMENT2,000$280.08%2025-12-31
53CWM, LLC100$10.00%2025-12-31
54CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30
55Royal Bank of Canada13$00.00%2025-12-31