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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 74933W635

RBB FD INC

98 institutions · $39.4M total · 1,236,918 shares

#ManagerSharesValue% of TotalPeriod
1Motley Fool Wealth Management, LLC254,557$8.1M20.57%2024-09-30
2NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO4,583$3.0M0.37%2025-12-31
3JANE STREET GROUP, LLC60,187$1.8M4.86%2025-12-31
4GTS SECURITIES LLC57,597$1.7M4.65%2025-12-31
5LPL Financial LLC51,317$1.5M4.14%2025-12-31
6COMMONWEALTH EQUITY SERVICES, LLC47,472$1.4M3.83%2025-12-31
7CAPROCK Group, Inc.46,105$1.4M3.72%2025-12-31
8Creative Planning43,814$1.3M3.54%2025-12-31
9Wedmont Private Capital36,508$1.1M2.95%2025-12-31
10Bison Wealth, LLC35,016$1.1M2.83%2024-06-30
11SUSQUEHANNA INTERNATIONAL GROUP, LLP35,037$1.0M2.83%2025-09-30
12SageGuard Financial Group, LLC32,364$976.1K2.61%2025-12-31
139258 Wealth Management, LLC28,066$890.1K2.26%2024-09-30
14ADVISOR GROUP HOLDINGS, INC.29,012$875.1K2.34%2025-12-31
15Waverly Advisors, LLC28,066$846.5K2.26%2025-12-31
16Farther Finance Advisors, LLC26,113$787.6K2.11%2025-12-31
17Focus Partners Wealth19,441$586.3K1.57%2025-12-31
18CAPTRUST FINANCIAL ADVISORS16,590$500.4K1.34%2025-12-31
19CITADEL ADVISORS LLC14,221$428.9K1.14%2025-12-31
20Mariner, LLC14,193$428.1K1.14%2025-12-31
21Patten Group, Inc.13,495$410.1K1.09%2025-06-30
22TRUIST FINANCIAL CORP13,091$394.8K1.05%2025-12-31
23MORGAN STANLEY13,009$392.4K1.05%2025-12-31
24Arkadios Wealth Advisors11,810$356.2K0.95%2025-12-31
25WEALTH ENHANCEMENT ADVISORY SERVICES, LLC11,384$353.7K0.92%2025-12-31
26Brinker Capital Investments, LLC11,239$340.7K0.90%2025-06-30
27SIGNATURE ESTATE & INVESTMENT ADVISORS LLC10,052$303.2K0.81%2025-12-31
28Lido Advisors, LLC10,098$302.3K0.81%2025-12-31
29Baird Financial Group, Inc.10,613$293.8K0.85%2025-03-31
30Orion Portfolio Solutions, LLC9,179$291.1K0.74%2024-09-30
31Empirical Financial Services, LLC d.b.a. Empirical Wealth Management9,527$289.5K0.77%2025-06-30
32Meeder Advisory Services, Inc.9,009$285.7K0.72%2024-09-30
33Private Advisor Group, LLC9,601$272.0K0.77%2024-12-31
34Cetera Investment Advisers8,926$269.2K0.72%2025-12-31
35BROWN BROTHERS HARRIMAN & CO8,564$258.3K0.69%2025-12-31
36MERCER GLOBAL ADVISORS INC /ADV8,429$254.2K0.68%2025-12-31
37AQR CAPITAL MANAGEMENT LLC8,227$248.1K0.66%2025-12-31
38Financial Gravity Companies, Inc.8,096$246.0K0.65%2025-06-30
39GYL Financial Synergies, LLC7,432$235.7K0.60%2024-09-30
40TIAA TRUST, NATIONAL ASSOCIATION8,212$232.6K0.66%2024-12-31
41Pure Financial Advisors, LLC7,434$224.2K0.60%2025-12-31
42Financial Gravity Asset Management, Inc.8,096$224.1K0.65%2025-03-31
43BARTLETT & CO. WEALTH MANAGEMENT LLC7,310$207.1K0.59%2024-12-31
44Simplicity Wealth,LLC6,689$201.7K0.54%2025-12-31
45EP Wealth Advisors, LLC6,615$201.0K0.53%2025-06-30
46FMR LLC6,656$200.7K0.53%2025-12-31
47Allworth Financial LP5,856$175.3K0.47%2025-12-31
48Wilkerson Advisory Group LLC4,813$145.2K0.38%2025-12-31
49GUARDIAN WEALTH ADVISORS, LLC / NC4,507$136.9K0.36%2025-06-30
50WR Wealth Planners, LLC4,813$136.4K0.38%2024-12-31
51Aptus Capital Advisors, LLC4,519$136.3K0.36%2025-12-31
52Key Financial Inc3,975$119.9K0.32%2025-12-31
53Blume Capital Management, Inc.4,000$119.8K0.32%2025-09-30
54Your Advocates Ltd., LLP3,693$117.1K0.29%2024-09-30
55RAYMOND JAMES FINANCIAL INC3,479$105.7K0.28%2025-06-30
56AE Wealth Management LLC3,163$95.4K0.25%2025-12-31
57PNC Financial Services Group, Inc.2,609$78.7K0.21%2025-12-31
58Global Retirement Partners, LLC2,416$72.9K0.19%2025-12-31
59Royal Bank of Canada2,434$69.0K0.19%2024-12-31
60Planned Solutions, Inc.2,123$67.3K0.17%2024-09-30
61MAI Capital Management2,195$66.2K0.17%2025-12-31
62Abound Wealth Management1,864$55.8K0.15%2025-09-30
63CREATIVE FINANCIAL DESIGNS INC /ADV1,825$51.7K0.14%2024-12-31
64Financial Avengers, Inc.1,551$46.4K0.12%2025-12-31
65Scarborough Advisors, LLC1,501$45.3K0.12%2025-12-31
66Parvin Asset Management, LLC1,115$33.4K0.09%2025-09-30
67BANK OF MONTREAL /CAN/1,051$31.8K0.08%2025-12-31
68NBT BANK N A /NY1,038$29.4K0.08%2024-12-31
69SIGNATUREFD, LLC1,056$29.2K0.08%2025-03-31
70Kingdom Financial Group LLC.874$26.4K0.07%2025-12-31
71SJS Investment Consulting Inc.824$24.9K0.06%2025-12-31
72CIBC Private Wealth Group, LLC782$22.1K0.06%2024-12-31
73Prestige Wealth Management Group LLC800$20.5K0.06%2024-03-31
74HARBOUR INVESTMENTS, INC.641$19.3K0.05%2025-12-31
75Parallel Advisors, LLC557$16.7K0.04%2025-09-30
76Bruce G. Allen Investments, LLC466$14.2K0.03%2025-06-30
77Smartleaf Asset Management LLC453$13.7K0.03%2025-12-31
78HUNTINGTON NATIONAL BANK463$13.1K0.03%2024-12-31
79NBC SECURITIES, INC.414$12.5K0.03%2025-12-31
80CoreCap Advisors, LLC319$9.4K0.02%2024-06-30
81CALDWELL SUTTER CAPITAL, INC.310$9.3K0.02%2025-12-31
82SRS Capital Advisors, Inc.306$9.2K0.02%2025-12-31
83WELLS FARGO & COMPANY/MN293$8.9K0.02%2025-06-30
84UMA Financial Services, Inc.233$7.0K0.01%2025-12-31
85UBS Group AG203$6.1K0.01%2025-12-31
86Costello Asset Management, INC190$5.7K0.01%2025-12-31
87Capital Investment Advisory Services, LLC161$4.9K0.01%2025-12-31
88JPMORGAN CHASE & CO143$4.3K0.01%2025-12-31
89Founders Financial Alliance, LLC126$3.8K0.01%2025-09-30
90US BANCORP \DE\40$1.2K0.00%2025-12-31
91FLOW TRADERS U.S. LLC23,125$6971.86%2025-12-31
92DHJJ Financial Advisors, Ltd.10$3020.00%2025-12-31
93Cambridge Investment Research Advisors, Inc.7,715$2330.62%2025-12-31
94von Borstel & Associates, Inc.4,421$1220.35%2025-03-31
95Financial Network Wealth Management LLC3,730$1030.30%2025-03-31
96Financial Connections Group, Inc.671$190.05%2024-06-30
97Lindbrook Capital, LLC0$00.00%2024-12-31
98CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30