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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 90214Q105

TWO RDS SHARED TR

33 institutions · $61.9M total · 1,987,913 shares

#ManagerSharesValue% of TotalPeriod
1Sowell Financial Services LLC1,061,026$37.8M53.37%2025-12-31
2SILVERHAWK ASSET MANAGEMENT, LLC549,145$14.3M27.62%2023-09-30
3GeoWealth Management, LLC77,856$2.8M3.91%2025-12-31
4Systelligence, LLC72,592$2.6M3.65%2025-12-31
5Signal Advisors Wealth, LLC17,141$507.2K0.86%2024-12-31
6MARIPAU WEALTH MANAGEMENT LLC16,937$501.1K0.85%2024-12-31
7OLD MISSION CAPITAL LLC18,792$477.1K0.94%2023-12-31
8Atria Investments, Inc12,759$377.5K0.64%2024-12-31
9SUSQUEHANNA INTERNATIONAL GROUP, LLP9,980$311.6K0.50%2024-03-31
10CITADEL ADVISORS LLC8,584$305.4K0.43%2025-12-31
11Cetera Investment Advisers8,490$302.1K0.42%2025-12-31
12Private Advisor Group, LLC9,856$291.6K0.49%2024-12-31
13JANE STREET GROUP, LLC7,191$266.5K0.36%2025-09-30
14Astoria Portfolio Advisors LLC.8,812$249.2K0.44%2025-03-31
15NORDEN GROUP LLC6,230$221.7K0.31%2025-12-31
16NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO7,340$217.2K0.36%2024-12-31
17TOWNSQUARE CAPITAL LLC6,230$206.1K0.31%2024-09-30
18ADVISOR GROUP HOLDINGS, INC.4,340$154.4K0.21%2025-12-31
19UBS Group AG1,474$49.0K0.07%2025-06-30
20JPMORGAN CHASE & CO909$26.3K0.04%2025-03-31
21NBC SECURITIES, INC.397$14.1K0.01%2025-12-31
22MORGAN STANLEY278$9.9K0.01%2025-12-31
23PROVENCE WEALTH MANAGEMENT GROUP300$7.6K0.01%2023-12-31
24ASSETMARK, INC209$7.4K0.01%2025-12-31
25Global Retirement Partners, LLC162$5.8K0.00%2025-12-31
26Royal Bank of Canada100$2.0K0.00%2023-06-30
27BANK OF AMERICA CORP /DE/52$1.6K0.00%2024-06-30
28FLOW TRADERS U.S. LLC45,047$1.3K2.26%2025-03-31
29TCFG WEALTH MANAGEMENT, LLC33,877$9021.70%2025-09-30
30CWM, LLC1,575$560.07%2025-12-31
31FMR LLC1$300.00%2024-12-31
32HBC Financial Services, PLLC231$50.01%2023-12-31
33CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30