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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 94188P101

WATERSTONE FINL INC MD

124 institutions · $129.5M total · 8,098,133 shares

#ManagerSharesValue% of TotalPeriod
1DIMENSIONAL FUND ADVISORS LP1,367,677$22.6M16.88%2025-12-31
2RENAISSANCE TECHNOLOGIES LLC1,117,236$18.5M13.79%2025-12-31
3VANGUARD GROUP INC785,936$13.0M9.70%2025-12-31
4BlackRock, Inc.688,607$11.4M8.50%2025-12-31
5STATE STREET CORP411,802$6.8M5.08%2025-12-31
6GEODE CAPITAL MANAGEMENT, LLC320,815$5.3M3.96%2025-12-31
7Fourthstone LLC199,702$3.3M2.46%2025-12-31
8BRIDGEWAY CAPITAL MANAGEMENT, LLC199,616$3.3M2.46%2025-12-31
9AMERICAN CENTURY COMPANIES INC199,005$3.3M2.45%2025-12-31
10AQR CAPITAL MANAGEMENT LLC192,650$3.2M2.37%2025-12-31
11ARROWSTREET CAPITAL, LIMITED PARTNERSHIP188,492$3.1M2.32%2025-12-31
12MORGAN STANLEY134,310$2.2M1.65%2025-12-31
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC132,271$2.2M1.63%2025-12-31
14GOLDMAN SACHS GROUP INC131,083$2.2M1.61%2025-12-31
15Quantinno Capital Management LP128,603$2.1M1.58%2025-12-31
16DONALD SMITH & CO., INC.127,770$2.1M1.57%2025-12-31
17NORTHERN TRUST CORP120,692$2.0M1.49%2025-12-31
18Empowered Funds, LLC109,023$1.8M1.34%2025-12-31
19FMR LLC83,657$1.4M1.03%2025-12-31
20TWO SIGMA INVESTMENTS, LP75,706$1.3M0.93%2025-12-31
21Teton Advisors, LLC59,000$976.5K0.72%2025-12-31
22Bank of New York Mellon Corp53,469$884.9K0.66%2025-12-31
23Connor, Clark & Lunn Investment Management Ltd.49,839$824.8K0.61%2025-12-31
24Teton Advisors, Inc.59,000$814.8K0.72%2025-06-30
25HSBC HOLDINGS PLC51,788$798.1K0.63%2025-09-30
26TWO SIGMA ADVISERS, LP47,382$784.2K0.58%2025-12-31
27D. E. Shaw & Co., Inc.45,929$760.1K0.56%2025-12-31
28Nuveen, LLC42,636$705.6K0.52%2025-12-31
29JPMORGAN CHASE & CO35,260$583.6K0.43%2025-12-31
30STATE OF WISCONSIN INVESTMENT BOARD33,500$554.4K0.41%2025-12-31
31STRS OHIO33,300$551.1K0.41%2025-12-31
32BARCLAYS PLC38,439$530.8K0.47%2025-12-31
33BANK OF AMERICA CORP /DE/31,740$525.3K0.39%2025-12-31
34IEQ CAPITAL, LLC29,563$489.3K0.36%2025-12-31
35O'SHAUGHNESSY ASSET MANAGEMENT, LLC28,998$479.9K0.35%2025-12-31
36ALLIANCEBERNSTEIN L.P.25,880$428.3K0.31%2025-12-31
37COMMONWEALTH EQUITY SERVICES, LLC23,438$387.9K0.28%2025-12-31
38RITHOLTZ WEALTH MANAGEMENT21,637$358.1K0.26%2025-12-31
39RHUMBLINE ADVISERS20,625$341.4K0.25%2025-12-31
40MARSHALL WACE, LLP21,111$329.3K0.26%2025-09-30
41Mariner, LLC19,480$321.7K0.24%2025-12-31
42MARTINGALE ASSET MANAGEMENT L P19,417$321.4K0.23%2025-12-31
43LEIGH BALDWIN & CO., LLC3,729$301.4K0.04%2025-09-30
44WELLS FARGO & COMPANY/MN17,028$281.8K0.21%2025-12-31
45MILLENNIUM MANAGEMENT LLC16,886$279.5K0.20%2025-12-31
46Squarepoint Ops LLC20,108$277.7K0.24%2025-06-30
47RMB Capital Management, LLC15,003$248.3K0.18%2025-12-31
48DEUTSCHE BANK AG\15,695$244.8K0.19%2025-09-30
49MERCER GLOBAL ADVISORS INC /ADV14,117$233.6K0.17%2025-12-31
50Russell Investments Group, Ltd.13,612$225.3K0.16%2025-12-31
51LOS ANGELES CAPITAL MANAGEMENT LLC15,840$218.8K0.19%2025-06-30
52Invesco Ltd.12,844$212.6K0.15%2025-12-31
53SUSQUEHANNA INTERNATIONAL GROUP, LLP12,842$212.5K0.15%2025-12-31
54CANADA PENSION PLAN INVESTMENT BOARD12,200$201.9K0.15%2025-12-31
55WEALTH ENHANCEMENT ADVISORY SERVICES, LLC11,446$191.7K0.14%2025-12-31
56Qube Research & Technologies Ltd11,526$190.8K0.14%2025-12-31
57JANE STREET GROUP, LLC11,409$188.8K0.14%2025-12-31
58CITADEL ADVISORS LLC10,946$181.2K0.13%2025-12-31
59Brandywine Global Investment Management, LLC10,670$176.6K0.13%2025-12-31
60BEESE FULMER INVESTMENT MANAGEMENT, INC.10,045$166.2K0.12%2025-12-31
61GAMCO INVESTORS, INC. ET AL10,000$165.5K0.12%2025-12-31
62FIRST TRUST ADVISORS LP10,305$160.8K0.12%2025-09-30
63PANAGORA ASSET MANAGEMENT INC10,280$160.4K0.12%2025-09-30
64MetLife Investment Management, LLC8,825$146.1K0.10%2025-12-31
65Cubist Systematic Strategies, LLC8,853$138.1K0.10%2025-09-30
66BNP PARIBAS ARBITRAGE, SNC8,142$134.8K0.10%2025-12-31
67MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7,057$116.8K0.08%2025-12-31
68Farther Finance Advisors, LLC3,388$56.1K0.04%2025-12-31
69Police & Firemen's Retirement System of New Jersey3,312$54.8K0.04%2025-12-31
70Versant Capital Management, Inc2,472$40.9K0.03%2025-12-31
71SIMPLEX TRADING, LLC2,306$38.2K0.02%2025-12-31
72ADVISOR GROUP HOLDINGS, INC.2,264$37.5K0.02%2025-12-31
73CITIGROUP INC2,119$35.1K0.02%2025-12-31
74NEW YORK STATE COMMON RETIREMENT FUND2,046$33.9K0.02%2025-12-31
75RAYMOND JAMES FINANCIAL INC2,000$27.6K0.02%2025-06-30
76Point72 Asia (Singapore) Pte. Ltd.1,764$27.5K0.02%2025-09-30
77UBS Group AG1,443$23.9K0.01%2025-12-31
78PNC Financial Services Group, Inc.1,391$23.0K0.01%2025-12-31
79Pinnacle Wealth Planning Services, Inc.1,281$21.2K0.01%2025-12-31
80Ameritas Investment Partners, Inc.1,233$20.4K0.01%2025-12-31
81Legal & General Group Plc1,158$19.2K0.01%2025-12-31
82NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,370$18.9K0.01%2025-06-30
83CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM932$15.4K0.01%2025-12-31
84Sterling Capital Management LLC875$14.5K0.01%2025-12-31
85Point72 (DIFC) Ltd859$13.4K0.01%2025-09-30
86Tower Research Capital LLC (TRC)686$11.4K0.00%2025-12-31
87EverSource Wealth Advisors, LLC665$11.0K0.00%2025-12-31
88MASSMUTUAL TRUST CO FSB/ADV504$8.3K0.00%2025-12-31
89SRS Capital Advisors, Inc.460$7.6K0.00%2025-12-31
90Royal Bank of Canada346$6.0K0.00%2025-12-31
91Optiver Holding B.V.276$4.6K0.00%2025-12-31
92BROWN BROTHERS HARRIMAN & CO273$4.5K0.00%2025-12-31
93Allworth Financial LP256$4.2K0.00%2025-12-31
94IFP Advisors, Inc222$3.7K0.00%2025-12-31
95Smartleaf Asset Management LLC210$3.4K0.00%2025-12-31
96CSM Advisors, LLC191,295$3.2K2.36%2025-12-31
97Cornerstone Planning Group LLC176$3.0K0.00%2025-12-31
98GAMMA Investing LLC180$3.0K0.00%2025-12-31
99ROTHSCHILD INVESTMENT LLC152$2.5K0.00%2025-12-31
100Larson Financial Group LLC140$2.3K0.00%2025-12-31
101Private Wealth Management Group, LLC120$2.0K0.00%2025-12-31
102N.E.W. Advisory Services LLC127$1.8K0.00%2025-06-30
103SIGNATUREFD, LLC102$1.7K0.00%2025-12-31
104SBI Securities Co., Ltd.95$1.6K0.00%2025-12-31
105UBS ASSET MANAGEMENT AMERICAS INC75$1.2K0.00%2025-12-31
106True Wealth Design, LLC65$1.1K0.00%2025-12-31
107NISA INVESTMENT ADVISORS, LLC60$9930.00%2025-12-31
108Global Retirement Partners, LLC22$3640.00%2025-12-31
109GSA CAPITAL PARTNERS LLP21,616$3580.26%2025-12-31
110HRT FINANCIAL LP17,363$2700.21%2025-09-30
111CWM, LLC14,152$2340.17%2025-12-31
112SJS Investment Consulting Inc.8$1330.00%2025-12-31
113SG Americas Securities, LLC7,621$1260.09%2025-12-31
114MAI Capital Management5$830.00%2025-12-31
115Clearstead Advisors, LLC3$500.00%2025-12-31
116Torren Management, LLC1$240.00%2025-12-31
117GREAT WEST LIFE ASSURANCE CO /CAN/1,420$230.01%2025-12-31
118State of Alaska, Department of Revenue1,159$190.01%2025-12-31
119HUNTINGTON NATIONAL BANK1$170.00%2025-12-31
120Quent Capital, LLC1$110.00%2025-12-31
121AMALGAMATED BANK477$80.00%2025-12-31
122Covestor Ltd35$10.00%2025-12-31
123Capital Advisors, Ltd. LLC14$00.00%2025-12-31
124Avion Wealth45$00.00%2025-12-31