Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 90214Q766

TWO RDS SHARED TR

72 institutions · $252.6M total · 27,016,369 shares

#ManagerSharesValue% of TotalPeriod
1First International Bank & Trust7,251,784$68.1M26.84%2025-09-30
2Wealth Enhancement Trust Services, Inc.5,434,644$51.1M20.11%2025-12-31
3Drake & Associates, LLC3,328,192$31.3M12.31%2025-12-31
4AdvisorNet Financial, Inc2,300,059$21.6M8.51%2025-12-31
5Darwin Wealth Management, LLC1,278,866$12.0M4.73%2025-12-31
6AXXCESS WEALTH MANAGEMENT, LLC1,269,353$11.9M4.69%2025-12-31
7Foundations Investment Advisors, LLC981,680$9.2M3.63%2025-12-31
8Mariner, LLC837,037$7.9M3.09%2025-12-31
9Ashton Thomas Private Wealth, LLC632,151$6.2M2.33%2024-03-31
10Ironwood Investment Counsel, LLC86,653$5.3M0.32%2024-03-31
11MML INVESTORS SERVICES, LLC349,707$3.3M1.29%2025-12-31
12ENVESTNET ASSET MANAGEMENT INC338,726$3.2M1.25%2025-12-31
13Sonoma Allocations LLC287,243$2.7M1.06%2025-12-31
14J.M. Arbour, LLC267,892$2.5M0.99%2025-12-31
15HighTower Advisors, LLC243,235$2.2M0.90%2023-12-31
16RDA Financial Network225,339$2.1M0.83%2025-12-31
17XY Planning Network, Inc.220,753$2.1M0.81%2025-12-31
189823 Capital, L.P.150,247$1.4M0.55%2025-12-31
19Hobart Private Capital, LLC131,832$1.3M0.48%2024-03-31
20Fermata Advisors, LLC90,862$846.3K0.33%2025-06-30
21Dynamic Advisor Solutions LLC76,700$698.4K0.28%2024-06-30
22LPL Financial LLC69,166$650.9K0.25%2025-12-31
23Private Advisor Group, LLC62,927$592.1K0.23%2025-12-31
24Signal Advisors Wealth, LLC37,483$349.1K0.13%2025-06-30
25SILVER OAK SECURITIES, INCORPORATED35,079$330.4K0.12%2025-12-31
26ADVISOR GROUP HOLDINGS, INC.34,186$304.2K0.12%2023-12-31
27AMERIPRISE FINANCIAL INC30,301$279.1K0.11%2025-03-31
28JANE STREET GROUP, LLC26,789$252.1K0.09%2025-12-31
29Bell Bank25,387$238.9K0.09%2025-12-31
30Financial Engines Advisors L.L.C.25,685$225.7K0.09%2023-03-31
31TCFG WEALTH MANAGEMENT, LLC22,072$207.7K0.08%2025-12-31
32HOYLECOHEN, LLC22,046$200.7K0.08%2024-06-30
33SUSQUEHANNA INTERNATIONAL GROUP, LLP20,128$189.0K0.07%2025-09-30
34COMMONWEALTH EQUITY SERVICES, LLC18,610$175.1K0.06%2025-12-31
35CITADEL ADVISORS LLC18,724$174.4K0.06%2025-06-30
36Nelson, Van Denburg & Campbell Wealth Management Group, LLC18,432$172.6K0.06%2025-12-31
37Kingsview Wealth Management, LLC16,755$152.6K0.06%2024-06-30
38Capital Wealth Alliance, LLC15,692$142.9K0.05%2024-06-30
39Fisher Asset Management, LLC13,517$119.0K0.05%2023-12-31
40Encompass More Asset Management12,109$113.9K0.04%2025-12-31
41GTS SECURITIES LLC11,082$104.3K0.04%2025-12-31
42Csenge Advisory Group10,689$93.9K0.03%2023-06-30
43Richard W. Paul & Associates, LLC8,762$79.7K0.03%2024-03-31
44DecisionPoint Financial, LLC5,647$53.1K0.02%2025-12-31
45HARBOUR INVESTMENTS, INC.5,411$50.8K0.02%2025-09-30
46Global Financial Private Client, LLC3,867$37.6K0.01%2024-03-31
47OLD MISSION CAPITAL LLC3,366$29.5K0.01%2023-03-31
48BANK OF AMERICA CORP /DE/1,992$18.7K0.00%2025-12-31
49Geneos Wealth Management Inc.1,978$18.6K0.00%2025-12-31
50UBS Group AG1,398$13.2K0.00%2025-12-31
51RAYMOND JAMES FINANCIAL INC1,404$13.1K0.00%2025-06-30
52PSI Advisors, LLC1,368$12.5K0.00%2024-12-31
53Anfield Capital Management, LLC1,032$9.7K0.00%2025-12-31
54AE Wealth Management LLC744$6.9K0.00%2025-03-31
55JONES FINANCIAL COMPANIES LLLP537$5.1K0.00%2025-12-31
56Accurate Wealth Management, LLC542$4.8K0.00%2023-03-31
57Quest 10 Wealth Builders, Inc.469$4.4K0.00%2025-12-31
58USAdvisors Wealth Management, LLC408,197$3.8K1.51%2025-12-31
59Farther Finance Advisors, LLC319$3.0K0.00%2025-12-31
60Park Square Financial Group, LLC315$2.9K0.00%2025-03-31
61GeoWealth Management, LLC203$1.9K0.00%2025-12-31
62Cambridge Investment Research Advisors, Inc.189,112$1.8K0.69%2025-12-31
63JPMORGAN CHASE & CO50$4400.00%2023-09-30
64Raleigh Capital Management Inc.44$4020.00%2024-12-31
65FIRST INTERSTATE BANK31,842$2790.11%2023-03-31
66HRT FINANCIAL LP17,603$1650.06%2025-09-30
67MORGAN STANLEY1$190.00%2025-12-31
68FMR LLC1$90.00%2023-03-31
69WELLS FARGO & COMPANY/MN1$70.00%2025-12-31
70Motiv8 Investments LLC203$20.00%2025-12-31
71PFG Private Wealth Management, LLC147$10.00%2023-03-31
72CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30