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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 74933W643

RBB FD INC

52 institutions · $28.4M total · 1,057,855 shares

#ManagerSharesValue% of TotalPeriod
1SageGuard Financial Group, LLC305,054$8.9M28.83%2025-12-31
2Brookwood Investment Group LLC177,007$5.0M16.73%2025-06-30
3Cetera Investment Advisers64,621$1.9M6.10%2025-12-31
4RAYMOND JAMES FINANCIAL INC59,391$1.7M5.61%2025-12-31
5Sanctuary Advisors, LLC53,493$1.5M5.05%2025-12-31
6Mission Creek Capital Partners, Inc.41,307$1.2M3.90%2025-12-31
7GTS SECURITIES LLC35,587$1.0M3.36%2025-12-31
8SUSQUEHANNA INTERNATIONAL GROUP, LLP35,520$1.0M3.35%2025-09-30
9ADVISOR GROUP HOLDINGS, INC.32,860$958.9K3.10%2025-12-31
10ENVESTNET ASSET MANAGEMENT INC24,558$716.6K2.32%2025-12-31
11CIBC WORLD MARKET INC.22,774$582.8K2.15%2025-03-31
12GREEN SQUARE CAPITAL ADVISORS LLC19,245$561.6K1.81%2025-12-31
13Telos Capital Management, Inc.31,500$463.7K2.97%2023-03-31
14Sigma Planning Corp38,105$415.7K3.60%2025-12-31
15GOLDMAN SACHS GROUP INC15,343$392.6K1.45%2025-06-30
16LPL Financial LLC9,263$270.3K0.87%2025-12-31
17Snowden Capital Advisors LLC8,715$254.3K0.82%2025-12-31
18GatePass Capital, LLC8,350$243.7K0.78%2025-12-31
19JANE STREET GROUP, LLC7,589$220.9K0.71%2025-09-30
20CITADEL ADVISORS LLC7,527$219.6K0.71%2025-12-31
21IFP Advisors, Inc4,168$109.8K0.39%2024-12-31
22JPMORGAN CHASE & CO3,740$95.7K0.35%2025-03-31
23PRINCIPAL SECURITIES, INC.3,000$87.3K0.28%2025-09-30
24NewEdge Advisors, LLC2,654$77.4K0.25%2025-12-31
25HARBOUR INVESTMENTS, INC.2,509$73.2K0.23%2025-12-31
26Hilltop National Bank2,304$67.2K0.21%2025-12-31
27PNC Financial Services Group, Inc.2,010$49.6K0.19%2024-06-30
28UBS Group AG1,687$49.2K0.15%2025-12-31
29FMR LLC1,139$33.2K0.10%2025-12-31
30CIBC Private Wealth Group, LLC1,000$29.2K0.09%2025-12-31
31AdvisorNet Financial, Inc929$24.1K0.08%2024-09-30
32BIRCHBROOK, INC.842$23.7K0.07%2025-06-30
33Sound Income Strategies, LLC772$22.5K0.07%2025-12-31
34Caitlin John, LLC650$17.1K0.06%2024-12-31
35ASSETMARK, INC529$15.4K0.05%2025-12-31
36INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC425$12.4K0.04%2025-12-31
37Larson Financial Group LLC400$10.5K0.03%2024-12-31
38JNBA Financial Advisors272$7.9K0.02%2025-12-31
39MORGAN STANLEY250$7.3K0.02%2025-12-31
40WELLS FARGO & COMPANY/MN230$6.7K0.02%2025-12-31
41Spire Wealth Management220$6.4K0.02%2025-09-30
42RICHARDS, MERRILL & PETERSON, INC.200$5.1K0.01%2025-03-31
43Golden State Wealth Management, LLC112$3.3K0.01%2025-12-31
44Royal Bank of Canada100$3.0K0.00%2025-12-31
45Archer Investment Corp100$2.9K0.00%2025-12-31
46HUNTINGTON NATIONAL BANK67$2.0K0.00%2025-12-31
47Synergy Asset Management, LLC66$1.7K0.00%2024-12-31
48MML INVESTORS SERVICES, LLC17,657$4971.66%2025-06-30
49Cambridge Investment Research Advisors, Inc.11,950$3491.12%2025-12-31
50Farther Finance Advisors, LLC5$1480.00%2025-12-31
51CWM, LLC59$10.00%2023-09-30
52CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30