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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 74933W627

RBB FD INC

62 institutions · $14.2M total · 563,508 shares

#ManagerSharesValue% of TotalPeriod
1Motley Fool Wealth Management, LLC148,531$4.3M26.35%2024-09-30
2Brookwood Investment Group LLC46,359$1.2M8.22%2025-06-30
3SUSQUEHANNA INTERNATIONAL GROUP, LLP28,990$679.6K5.14%2025-12-31
4ADVISOR GROUP HOLDINGS, INC.23,369$547.8K4.14%2025-12-31
5CITADEL ADVISORS LLC22,604$529.9K4.01%2025-12-31
6GTS SECURITIES LLC22,291$522.5K3.95%2025-12-31
7JANE STREET GROUP, LLC22,337$502.6K3.96%2023-06-30
8LPL Financial LLC18,926$443.7K3.35%2025-12-31
9Mutual Advisors, LLC17,709$441.5K3.14%2025-09-30
10Creative Planning17,292$405.3K3.06%2025-12-31
11TIAA TRUST, NATIONAL ASSOCIATION12,139$312.8K2.15%2024-12-31
12Wedmont Private Capital12,570$303.7K2.23%2025-12-31
13Pure Financial Advisors, LLC12,145$301.3K2.15%2025-09-30
14CAPTRUST FINANCIAL ADVISORS11,325$265.5K2.00%2025-12-31
15FLAGSHIP HARBOR ADVISORS, LLC9,829$258.2K1.74%2025-12-31
16Focus Partners Wealth10,677$250.3K1.89%2025-12-31
17COMMONWEALTH EQUITY SERVICES, LLC10,319$241.9K1.83%2025-12-31
18Synergy Asset Management, LLC9,008$240.5K1.59%2025-09-30
19Meeder Advisory Services, Inc.8,620$233.6K1.52%2024-03-31
20Orion Portfolio Solutions, LLC8,620$233.6K1.52%2024-03-31
21Brinker Capital Investments, LLC8,620$233.6K1.52%2025-06-30
22Private Advisor Group, LLC9,619$225.5K1.70%2025-12-31
23WEALTH ENHANCEMENT ADVISORY SERVICES, LLC8,227$221.5K1.45%2025-06-30
24Quantinno Capital Management LP8,338$206.9K1.47%2025-09-30
25Simplicity Wealth,LLC7,648$204.2K1.35%2025-06-30
26Global Retirement Partners, LLC7,689$180.2K1.36%2025-12-31
27Key Financial Inc3,954$92.7K0.70%2025-12-31
28CULLEN/FROST BANKERS, INC.4,306$91.9K0.76%2023-03-31
29Gradient Investments LLC3,139$75.0K0.55%2023-09-30
30FMR LLC2,561$60.0K0.45%2025-12-31
31Trust Co2,393$56.1K0.42%2025-12-31
32MAI Capital Management1,920$45.0K0.34%2025-12-31
33MORGAN STANLEY1,894$44.4K0.33%2025-12-31
34Destiny Wealth Partners, LLC1,410$30.1K0.25%2023-03-31
35Sargent Bickham Lagudis LLC851$18.2K0.15%2023-03-31
36CoreCap Advisors, LLC698$17.5K0.12%2025-03-31
37Allworth Financial LP591$14.7K0.10%2025-12-31
38Advisory Services Network, LLC667$14.2K0.11%2023-03-31
39Smartleaf Asset Management LLC481$11.4K0.08%2025-12-31
40Farther Finance Advisors, LLC422$9.9K0.07%2025-12-31
41JPMORGAN CHASE & CO398$9.9K0.07%2025-09-30
42UBS Group AG395$9.3K0.07%2025-12-31
43Royal Bank of Canada317$9.0K0.05%2024-09-30
44BANK OF AMERICA CORP /DE/355$8.8K0.06%2025-12-31
45Ameritas Advisory Services, LLC297$7.9K0.05%2025-06-30
46SRS Capital Advisors, Inc.317$7.4K0.05%2025-12-31
47US BANCORP \DE\278$6.5K0.04%2025-12-31
48Sound Income Strategies, LLC225$6.0K0.03%2025-06-30
49Basepoint Wealth LLC184$4.3K0.03%2025-12-31
50Darwin Wealth Management, LLC85$2.0K0.01%2025-12-31
51GODSEY & GIBB, INC81$1.7K0.01%2023-03-31
52NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO49$1.3K0.00%2024-12-31
53MONEY CONCEPTS CAPITAL CORP55$1.2K0.00%2023-03-31
54Larson Financial Group LLC26$6090.00%2025-12-31
55WHITTIER TRUST CO10$2660.00%2025-06-30
56HRT FINANCIAL LP9,398$2331.66%2025-09-30
57DHJJ Financial Advisors, Ltd.5$1180.00%2025-12-31
58CWM, LLC1,320$310.23%2025-12-31
59Householder Group Estate & Retirement Specialist, LLC624$180.11%2024-09-30
60SIGNATUREFD, LLC1$170.00%2025-12-31
61WELLS FARGO & COMPANY/MN0$90.00%2025-12-31
62CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30