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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 89628W708

TRIMTABS ETF TR

42 institutions · $105.5M total · 3,858,282 shares

#ManagerSharesValue% of TotalPeriod
1JPMORGAN CHASE & CO1,105,155$32.1M28.64%2025-12-31
2ENVESTNET ASSET MANAGEMENT INC894,742$28.2M23.19%2024-09-30
3SAGESPRING WEALTH PARTNERS, LLC950,587$27.7M24.63%2025-12-31
4Donoghue Forlines LLC166,881$5.3M4.32%2024-09-30
5UNIQUE WEALTH, LLC73,327$2.1M1.90%2025-12-31
6Tradition Wealth Management, LLC69,137$2.0M1.79%2025-12-31
7Centerline Wealth Advisors, LLC52,029$1.5M1.34%2025-12-31
8Envestnet Portfolio Solutions, Inc.33,064$1.0M0.85%2024-09-30
9OpenArc Corporate Advisory, LLC27,494$799.8K0.71%2025-12-31
10Cyndeo Wealth Partners, LLC19,754$574.6K0.51%2025-12-31
11LPL Financial LLC18,228$530.3K0.47%2025-12-31
12Atria Wealth Solutions, Inc.12,326$388.7K0.31%2024-09-30
13Atria Investments, Inc12,092$381.3K0.31%2024-09-30
14GTS SECURITIES LLC12,307$358.0K0.31%2025-12-31
15WORLD EQUITY GROUP, INC.11,932$335.7K0.30%2024-09-30
16Quotient Wealth Partners, LLC10,318$296.9K0.26%2025-09-30
17SUSQUEHANNA INTERNATIONAL GROUP, LLP9,914$282.2K0.25%2025-03-31
18Fairvoy Private Wealth, LLC9,075$261.1K0.23%2025-09-30
19Geneos Wealth Management Inc.7,382$214.7K0.19%2025-12-31
20CITADEL ADVISORS LLC7,528$211.4K0.19%2024-12-31
21Wellington Wealth Strategies, LLC.6,546$201.1K0.16%2024-03-31
22ADVISOR GROUP HOLDINGS, INC.5,313$154.6K0.13%2025-12-31
23Royal Bank of Canada5,017$151.0K0.13%2024-09-30
24OLD MISSION CAPITAL LLC3,487$89.0K0.09%2023-03-31
25Global Retirement Partners, LLC2,065$60.1K0.05%2025-12-31
26First Horizon Advisors, Inc.1,903$60.0K0.04%2024-09-30
27WELLS FARGO & COMPANY/MN1,383$35.6K0.03%2023-06-30
28Kestra Advisory Services, LLC1,121$32.6K0.02%2025-12-31
29MORGAN STANLEY632$18.4K0.01%2025-12-31
30HARBOUR INVESTMENTS, INC.410$11.0K0.01%2023-09-30
31MML INVESTORS SERVICES, LLC291,304$9.2K7.55%2024-09-30
32UBS Group AG277$7.9K0.00%2025-06-30
33Key Capital Management, INC223$6.5K0.00%2025-12-31
34CoreCap Advisors, LLC38$1.1K0.00%2025-12-31
35Farther Finance Advisors, LLC36$1.0K0.00%2025-12-31
36Virtu Financial LLC22,319$6490.57%2025-12-31
37Steward Partners Investment Advisory, LLC21$6120.00%2025-12-31
38PARK AVENUE SECURITIES LLC12,391$3310.32%2023-09-30
39FMR LLC1$260.00%2023-09-30
40MASSMUTUAL TRUST CO FSB/ADV523$130.01%2023-03-31
41NBC SECURITIES, INC.0$10.00%2024-03-31
42CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30