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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 78470P309

SSGA ACTIVE TR

85 institutions · $111.4M total · 2,633,921 shares

#ManagerSharesValue% of TotalPeriod
1FAGAN ASSOCIATES, INC.276,023$12.0M10.47%2025-12-31
2Bank of New York Mellon Corp257,534$11.2M9.77%2025-12-31
3Pinnacle Wealth Planning Services, Inc.213,812$9.3M8.11%2025-12-31
4Foundations Investment Advisors, LLC191,140$8.3M7.25%2025-12-31
5JOURNEY STRATEGIC WEALTH LLC166,369$7.2M6.31%2025-12-31
6Brinker Capital Investments, LLC153,286$6.3M5.81%2025-06-30
7Royal Bank of Canada142,236$6.2M5.40%2025-12-31
8Treasure Coast Financial Planning134,629$5.8M5.11%2025-12-31
9Destiny Wealth Partners, LLC115,613$5.0M4.38%2025-03-31
10Main Street Financial Solutions, LLC101,598$4.4M3.85%2025-12-31
11LongView Asset Management LLC84,067$3.6M3.19%2025-12-31
12Synergy Asset Management, LLC73,402$3.2M2.78%2025-03-31
13Watchman Group, Inc.62,823$2.7M2.38%2025-12-31
14BANK OF AMERICA CORP /DE/55,605$2.4M2.11%2025-12-31
15ARVEST INVESTMENTS, INC.56,055$2.4M2.12%2025-12-31
16Executive Wealth Management, LLC46,262$1.9M1.75%2024-12-31
17Orion Portfolio Solutions, LLC44,996$1.9M1.70%2025-03-31
18Note Advisors, LLC30,649$1.3M1.16%2025-12-31
191620 INVESTMENT ADVISORS, INC.28,570$1.2M1.08%2025-12-31
20SK Wealth Management, LLC25,670$1.1M0.97%2025-09-30
21Atria Investments, Inc25,145$1.1M0.95%2025-12-31
22Shum Financial Group, Inc.23,432$1.0M0.88%2025-12-31
23Private Advisor Group, LLC22,312$966.4K0.84%2025-12-31
24Wealthcare Advisory Partners LLC21,282$871.1K0.80%2023-09-30
25SUSQUEHANNA INTERNATIONAL GROUP, LLP19,560$847.2K0.74%2025-12-31
26JANE STREET GROUP, LLC18,026$780.8K0.68%2025-12-31
27OLD MISSION CAPITAL LLC16,069$696.0K0.61%2025-12-31
28SENTINEL PENSION ADVISORS INC15,402$667.1K0.58%2025-12-31
29JPMORGAN CHASE & CO15,122$652.8K0.57%2025-06-30
30RAYMOND JAMES FINANCIAL INC14,297$619.3K0.54%2025-12-31
31LPL Financial LLC12,685$549.5K0.48%2025-12-31
32Valmark Advisers, Inc.10,606$459.4K0.40%2025-12-31
33Advyzon Investment Management, LLC9,160$396.8K0.34%2025-12-31
34Brookwood Investment Group LLC8,909$384.0K0.33%2025-03-31
35Vertex Planning Partners, LLC8,380$352.8K0.31%2024-12-31
36Sanctuary Advisors, LLC7,483$322.5K0.28%2025-12-31
37STIFEL FINANCIAL CORP7,286$314.0K0.27%2025-03-31
38Patriot Financial Group Insurance Agency, LLC7,500$300.9K0.28%2023-12-31
39PNC Financial Services Group, Inc.6,457$279.7K0.24%2025-12-31
40ENVESTNET ASSET MANAGEMENT INC6,270$271.6K0.23%2025-12-31
41BANK OF MONTREAL /CAN/5,966$252.0K0.22%2024-03-31
42Castleview Partners, LLC5,570$240.1K0.21%2025-03-31
43McAdam, LLC5,490$237.8K0.20%2025-12-31
44CITADEL ADVISORS LLC5,161$223.5K0.19%2025-12-31
45Kingsview Wealth Management, LLC5,469$219.4K0.20%2023-12-31
46BlackDiamond Wealth Management Inc.4,869$209.8K0.18%2025-12-31
47PRIVATE TRUST CO NA3,947$171.0K0.14%2025-12-31
48CreativeOne Wealth, LLC3,820$164.6K0.14%2025-03-31
49MORGAN STANLEY2,354$102.0K0.08%2025-12-31
50Collier Financial909$39.4K0.03%2025-12-31
51Kestra Advisory Services, LLC853$36.9K0.03%2025-12-31
52COMERICA BANK780$33.0K0.02%2024-06-30
53Geneos Wealth Management Inc.750$32.5K0.02%2025-12-31
54NBC SECURITIES, INC.672$29.1K0.02%2025-12-31
55PRINCIPAL SECURITIES, INC.663$27.8K0.02%2024-03-31
56Farther Finance Advisors, LLC481$20.8K0.01%2025-12-31
57Continuum Advisory, LLC424$18.3K0.01%2025-03-31
58ADVISOR GROUP HOLDINGS, INC.353$15.3K0.01%2025-12-31
59INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC343$14.9K0.01%2025-12-31
60IFP Advisors, Inc241$10.6K0.00%2025-12-31
61EverSource Wealth Advisors, LLC144$6.2K0.00%2025-12-31
62NATIONAL BANK OF CANADA /FI/142$6.2K0.00%2025-09-30
63ASSETMARK, INC126$5.5K0.00%2025-12-31
64MAI Capital Management101$4.4K0.00%2025-12-31
65Allworth Financial LP100$4.0K0.00%2023-12-31
66Capital A Wealth Management, LLC84$3.6K0.00%2025-03-31
67AdvisorNet Financial, Inc71$3.1K0.00%2025-12-31
68UBS Group AG64$2.8K0.00%2025-03-31
69Godfrey Financial Associates, Inc.62$2.7K0.00%2025-12-31
70AE Wealth Management LLC57$2.5K0.00%2025-12-31
71Bangor Savings Bank39$1.6K0.00%2024-12-31
72Sound Income Strategies, LLC37$1.6K0.00%2025-12-31
73Advisory Services Network, LLC34$1.5K0.00%2025-09-30
74Virtu Financial LLC24,480$1.0K0.92%2024-06-30
75MCF Advisors LLC17$6910.00%2023-09-30
76Swisher Financial Concepts, Inc.12,276$5160.46%2024-06-30
77FLOW TRADERS U.S. LLC10,905$4600.41%2024-03-31
78FLAGSHIP HARBOR ADVISORS, LLC8$3660.00%2025-12-31
79Gilliland Jeter Wealth Management LLC5$2110.00%2024-06-30
80CoreCap Advisors, LLC5$2110.00%2024-12-31
81GeoWealth Management, LLC2$780.00%2024-12-31
82Transamerica Financial Advisors, Inc.1$540.00%2025-12-31
83WELLS FARGO & COMPANY/MN1$390.00%2025-12-31
84CWM, LLC323$140.01%2025-12-31
85CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30