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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 87911L108

ABRDN WORLD HEALTHCARE FUND

120 institutions · $67.6M total · 6,853,168 shares · THW

#ManagerSharesValue% of TotalPeriod
1MORGAN STANLEY1,116,057$14.3M16.28%2025-12-31
2Royal Bank of Canada408,204$5.2M5.95%2025-12-31
3LPL Financial LLC323,675$4.1M4.72%2025-12-31
4Cornerstone Advisors, LLC321,221$4.1M4.68%2025-12-31
5CoreCap Advisors, LLC238,411$3.0M3.47%2025-12-31
6COMMONWEALTH EQUITY SERVICES, LLC232,735$3.0M3.39%2025-12-31
7RAYMOND JAMES FINANCIAL INC225,687$2.9M3.29%2025-12-31
8READYSTATE ASSET MANAGEMENT LP151,724$1.9M2.21%2025-12-31
9Steward Partners Investment Advisory, LLC138,047$1.8M2.01%2025-12-31
10INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC133,988$1.7M1.95%2025-12-31
11ADVISOR GROUP HOLDINGS, INC.120,605$1.5M1.75%2025-12-31
12J.W. COLE ADVISORS, INC.107,669$1.4M1.57%2025-12-31
13NewEdge Wealth, LLC86,800$1.1M1.26%2025-12-31
14UBS Group AG81,050$1.0M1.18%2025-12-31
15Cetera Investment Advisers80,320$1.0M1.17%2025-12-31
16NewEdge Advisors, LLC73,620$940.9K1.07%2025-12-31
17Samalin Investment Counsel, LLC71,724$916.6K1.04%2025-12-31
18STIFEL FINANCIAL CORP66,256$846.8K0.96%2025-12-31
19Empire Financial Management Company, LLC61,429$785.1K0.89%2025-12-31
20Summit Financial, LLC57,101$736.4K0.83%2025-12-31
21Wealth Quarterback LLC52,679$673.2K0.76%2025-12-31
22Kestra Advisory Services, LLC49,102$627.5K0.71%2025-12-31
23Stockman Wealth Management, Inc.42,609$544.5K0.62%2025-12-31
24TrueMark Investments, LLC41,032$524.4K0.59%2025-12-31
25Rockefeller Capital Management L.P.40,500$517.6K0.59%2025-12-31
26WELLS FARGO & COMPANY/MN39,603$506.1K0.57%2025-12-31
27BLAIR WILLIAM & CO/IL38,300$489.5K0.55%2025-12-31
28Alteri Wealth LLC37,435$478.4K0.54%2025-12-31
29JANE STREET GROUP, LLC36,102$461.4K0.52%2025-12-31
30BANK OF AMERICA CORP /DE/33,239$424.8K0.48%2025-12-31
31PRINCIPAL SECURITIES, INC.30,852$394.3K0.45%2025-12-31
32KESTRA PRIVATE WEALTH SERVICES, LLC30,809$393.7K0.44%2025-12-31
33WEALTH EFFECTS LLC30,300$387.2K0.44%2025-12-31
34Almitas Capital LLC34,575$380.7K0.50%2024-12-31
35ENVESTNET ASSET MANAGEMENT INC29,232$373.6K0.42%2025-12-31
36Private Advisor Group, LLC29,001$370.6K0.42%2025-12-31
37Triumph Capital Management29,203$368.0K0.42%2025-12-31
38PMG Family Office LLC27,931$351.9K0.40%2025-12-31
39AMERIPRISE FINANCIAL INC25,741$329.0K0.37%2025-12-31
40C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors555$316.3K0.00%2024-12-31
41Total Wealth Planning & Management, Inc.26,331$303.6K0.38%2025-03-31
42Tradition Wealth Management, LLC21,310$272.3K0.31%2025-12-31
43Talon Private Wealth, LLC24,264$267.1K0.35%2024-12-31
44WESTBOURNE INVESTMENTS, INC.19,972$261.0K0.29%2025-09-30
45Vanguard Capital Wealth Advisors20,000$255.6K0.29%2025-12-31
46Kovack Advisors, Inc.19,660$251.3K0.28%2025-12-31
47Abel Hall, LLC19,000$242.8K0.27%2025-12-31
48OPPENHEIMER & CO INC18,631$238.1K0.27%2025-12-31
49Kapstone Financial Advisors LLC15,370$196.4K0.22%2025-12-31
50SeaCrest Wealth Management, LLC14,825$192.1K0.21%2025-12-31
51NWF Advisory Services Inc.13,300$186.5K0.19%2025-12-31
52KINGSWOOD WEALTH ADVISORS, LLC14,557$186.0K0.21%2025-12-31
53Institute for Wealth Management, LLC.14,333$183.2K0.20%2025-12-31
54DAYMARK WEALTH PARTNERS, LLC14,223$181.8K0.20%2025-12-31
55FLAGSHIP HARBOR ADVISORS, LLC13,751$175.7K0.20%2025-12-31
56Live Oak Private Wealth LLC13,540$173.0K0.19%2025-12-31
57WOLVERINE ASSET MANAGEMENT LLC13,335$170.4K0.19%2025-12-31
58HighTower Advisors, LLC13,170$168.3K0.19%2025-12-31
59Balyasny Asset Management LLC15,498$159.0K0.22%2025-06-30
60MERCER GLOBAL ADVISORS INC /ADV12,256$156.6K0.17%2025-12-31
61Strategic Financial Concepts, LLC11,900$149.9K0.17%2025-09-30
62Mariner, LLC11,546$147.6K0.16%2025-12-31
63GWN SECURITIES INC.12,150$145.1K0.17%2024-12-31
64PRIMORIS WEALTH ADVISORS, LLC10,973$140.2K0.16%2025-12-31
65LANDSCAPE CAPITAL MANAGEMENT, L.L.C.12,033$138.7K0.17%2025-03-31
66B. Riley Wealth Advisors, Inc.10,746$135.4K0.15%2025-09-30
67SUSQUEHANNA INTERNATIONAL GROUP, LLP11,521$132.8K0.16%2025-03-31
68INTEGRITY ALLIANCE, LLC.11,397$131.4K0.16%2025-03-31
69Sargent Investment Group, LLC10,000$127.8K0.14%2025-12-31
70Sage Capital Management, LLC12,100$124.1K0.17%2025-06-30
71EverSource Wealth Advisors, LLC7,500$95.8K0.10%2025-12-31
72Elequin Securities, LLC8,062$82.7K0.11%2025-06-30
73BROWN BROTHERS HARRIMAN & CO5,974$65.8K0.08%2024-12-31
74Future Financial Wealth Managment LLC4,500$56.7K0.06%2025-09-30
75AMERIFLEX GROUP, INC.4,150$53.0K0.06%2025-12-31
76Advisory Services Network, LLC3,421$43.1K0.04%2025-09-30
77PNC Financial Services Group, Inc.3,325$42.5K0.04%2025-12-31
78Newbridge Financial Services Group, Inc.3,050$38.4K0.04%2025-09-30
79IFP Advisors, Inc3,000$38.3K0.04%2025-12-31
80COMERICA BANK2,062$26.4K0.03%2025-12-31
81Sugarloaf Wealth Management, LLC1,900$20.9K0.02%2024-12-31
82Costello Asset Management, INC1,493$19.1K0.02%2025-12-31
83Golden State Wealth Management, LLC1,403$17.9K0.02%2025-12-31
84Penserra Capital Management LLC1,187,524$15.2K17.32%2025-12-31
85THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.1,473$15.1K0.02%2025-06-30
86CURIO WEALTH, LLC1,473$15.1K0.02%2025-06-30
87Atlantic Union Bankshares Corp1,000$12.8K0.01%2025-12-31
88CIBC Private Wealth Group, LLC1,000$12.8K0.01%2025-12-31
89Parallel Advisors, LLC1,000$12.8K0.01%2025-12-31
90US BANCORP \DE\1,000$12.8K0.01%2025-12-31
91JONES FINANCIAL COMPANIES LLLP1,061$11.7K0.01%2024-12-31
92CDKV HOLDINGS LLC650$8.3K0.00%2025-12-31
93Sunbelt Securities, Inc.581$7.4K0.00%2025-12-31
94Farther Finance Advisors, LLC609$6.7K0.00%2024-12-31
95ASSETMARK, INC515$6.6K0.00%2025-12-31
96MAI Capital Management507$6.5K0.00%2025-12-31
97Russell Investments Group, Ltd.500$6.3K0.00%2025-09-30
98Sound Income Strategies, LLC500$5.1K0.00%2025-06-30
99HIGHLINE WEALTH PARTNERS LLC400$5.1K0.00%2025-12-31
100AdvisorNet Financial, Inc314$4.0K0.00%2025-12-31
101High Note Wealth, LLC357$3.9K0.00%2025-03-31
102Parvin Asset Management, LLC300$3.3K0.00%2024-12-31
103Janney Montgomery Scott LLC234,266$3.0K3.41%2025-12-31
104TD Waterhouse Canada Inc.200$2.3K0.00%2025-03-31
105Ronald Blue Trust, Inc.100$1.3K0.00%2024-12-31
106WEDBUSH SECURITIES INC74,249$9491.08%2025-12-31
107Allworth Financial LP36$4610.00%2025-12-31
108Cambridge Investment Research Advisors, Inc.24,948$3190.36%2025-12-31
109Virtu Financial LLC23,899$2630.34%2024-12-31
110BRYN MAWR TRUST Co18$2300.00%2025-12-31
111HRT FINANCIAL LP14,915$1530.21%2025-06-30
112Creekmur Asset Management LLC4$540.00%2025-09-30
113HANTZ FINANCIAL SERVICES, INC.1,125$140.01%2025-12-31
114NBC SECURITIES, INC.1,000$110.01%2025-03-31
115SIGNATUREFD, LLC1$90.00%2025-03-31
116BlackRock, Inc.1$90.00%2025-03-31
117AlphaMark Advisors, LLC600$70.00%2024-12-31
118CWM, LLC269$30.00%2025-12-31
119Motiv8 Investments LLC118$20.00%2025-12-31
120CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30