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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 90214Q642

TWO RDS SHARED TR

49 institutions · $47.8M total · 4,711,000 shares

#ManagerSharesValue% of TotalPeriod
1Foundations Investment Advisors, LLC3,525,487$35.9M74.83%2025-12-31
2SUSQUEHANNA INTERNATIONAL GROUP, LLP260,404$2.7M5.52%2025-12-31
3J.M. Arbour, LLC151,338$1.5M3.21%2025-12-31
4Anfield Capital Management, LLC130,378$1.3M2.76%2025-12-31
5SLT Holdings LLC93,137$971.9K1.97%2025-06-30
6Independent Advisor Alliance69,605$708.6K1.47%2025-12-31
7Atomi Financial Group, Inc.49,261$480.4K1.04%2025-03-31
8OLD MISSION CAPITAL LLC47,909$478.1K1.01%2024-06-30
9JANE STREET GROUP, LLC42,660$472.7K0.90%2025-09-30
10TCFG WEALTH MANAGEMENT, LLC40,059$412.8K0.85%2025-12-31
11Prostatis Group LLC49,038$412.4K1.04%2023-03-31
12GTS SECURITIES LLC39,504$402.2K0.83%2025-12-31
13PROVENCE WEALTH MANAGEMENT GROUP26,636$230.7K0.56%2023-12-31
14Atria Investments, Inc18,454$187.9K0.39%2025-12-31
15MARIPAU WEALTH MANAGEMENT LLC16,590$173.1K0.35%2025-06-30
16AdvisorNet Financial, Inc16,693$169.9K0.35%2025-12-31
17Signal Advisors Wealth, LLC14,696$162.8K0.31%2025-09-30
18AE Wealth Management LLC13,737$139.8K0.29%2025-12-31
19CAPTRUST FINANCIAL ADVISORS11,809$119.5K0.25%2024-12-31
20Mosley Wealth Management10,203$114.5K0.21%2025-12-31
21TOWNSQUARE CAPITAL LLC10,943$113.4K0.23%2024-09-30
22WEALTH ENHANCEMENT ADVISORY SERVICES, LLC10,990$111.2K0.23%2025-03-31
23FIAT WEALTH MANAGEMENT LLC12,433$110.6K0.26%2024-03-31
24Triad Wealth Partners, LLC10,437$106.2K0.22%2025-12-31
25Advisory Services Network, LLC11,484$96.7K0.24%2023-06-30
26Impact Partnership Wealth, LLC8,721$77.5K0.18%2023-09-30
27IFP Advisors, Inc2,974$31.0K0.06%2025-06-30
28JPMORGAN CHASE & CO3,033$26.0K0.06%2023-06-30
29Beacon Capital Management, LLC2,821$23.7K0.05%2023-03-31
30ADVISOR GROUP HOLDINGS, INC.1,157$11.8K0.02%2025-12-31
31TUCKER ASSET MANAGEMENT LLC1,151$11.2K0.02%2025-12-31
32WELLS FARGO & COMPANY/MN965$9.6K0.02%2024-06-30
33NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,052$8.9K0.02%2023-06-30
34HM PAYSON & CO737$7.2K0.01%2024-06-30
35Coppell Advisory Solutions LLC698$7.1K0.01%2024-12-31
36Geneos Wealth Management Inc.724$7.1K0.01%2025-03-31
37HARBOUR INVESTMENTS, INC.672$6.8K0.01%2025-12-31
38GeoWealth Management, LLC537$5.5K0.01%2025-12-31
39ASSETMARK, INC380$3.7K0.00%2025-03-31
40CREATIVE FINANCIAL DESIGNS INC /ADV317$3.2K0.00%2025-12-31
41MONEY CONCEPTS CAPITAL CORP378$3.2K0.00%2023-03-31
42UBS Group AG157$1.6K0.00%2025-12-31
43Nelson, Van Denburg & Campbell Wealth Management Group, LLC100$1000.00%2024-12-31
44Coppell Advisory Solutions Corp.2$170.00%2023-03-31
45Beacon Capital Management, Inc.1$150.00%2025-12-31
46Gradient Investments LLC1$100.00%2024-06-30
47MORGAN STANLEY1$100.00%2025-03-31
48Motiv8 Investments LLC536$50.01%2025-12-31
49CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30