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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 94987E109

ALLSPRING UTILITIES AND HIGH

65 institutions · $23.4M total · 2,310,699 shares

#ManagerSharesValue% of TotalPeriod
1MORGAN STANLEY470,961$5.6M20.38%2025-12-31
21607 Capital Partners, LLC317,063$3.7M13.72%2025-12-31
3Bridge Advisory, LLC308,485$2.7M13.35%2023-12-31
4AXXCESS WEALTH MANAGEMENT, LLC247,362$2.3M10.70%2024-03-31
5Zimmer Partners, LP128,803$1.5M5.57%2025-12-31
6BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC87,223$1.0M3.77%2025-12-31
7Robinson Capital Management, LLC55,117$712.1K2.38%2025-12-31
8Stratos Wealth Partners, LTD.39,671$468.9K1.71%2025-12-31
9Woodline Partners LP49,787$435.1K2.15%2023-12-31
10Logan Stone Capital, LLC37,489$401.9K1.62%2024-12-31
11LPL Financial LLC26,039$307.8K1.12%2025-12-31
12Cetera Investment Advisers23,580$278.7K1.02%2025-12-31
13AVANTAX ADVISORY SERVICES, INC.21,508$248.4K0.93%2025-06-30
14LEVEL FOUR ADVISORY SERVICES, LLC20,869$246.7K0.90%2025-12-31
15Cetera Advisors LLC27,490$240.3K1.18%2023-12-31
16Cornerstone Advisors, LLC18,826$210.1K0.81%2024-09-30
17STIFEL FINANCIAL CORP15,856$177.0K0.68%2024-09-30
18Arlington Capital Management, Inc.15,661$174.8K0.67%2024-09-30
19Innova Wealth Partners15,661$174.8K0.67%2024-09-30
20SUSQUEHANNA INTERNATIONAL GROUP, LLP15,417$169.9K0.66%2025-03-31
21Shaker Financial Services, LLC13,748$155.0K0.59%2023-03-31
22Tactive Advisors, LLC13,307$153.7K0.57%2025-06-30
23Saba Capital Management, L.P.11,257$139.4K0.48%2025-09-30
24Integrated Wealth Concepts LLC11,560$136.6K0.50%2025-12-31
25Cetera Advisor Networks LLC15,481$135.3K0.66%2023-12-31
26DECISION INVESTMENTS, INC11,050$130.6K0.47%2025-12-31
27UBS Group AG10,640$125.8K0.46%2025-12-31
28NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3,967$123.3K0.17%2025-12-31
29Reliant Investment Partners, LLC10,484$112.4K0.45%2025-03-31
30Invesco Ltd.12,288$107.4K0.53%2023-12-31
31HighTower Advisors, LLC11,331$99.0K0.49%2023-12-31
32NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,000$98.2K0.43%2024-06-30
33ADVISOR GROUP HOLDINGS, INC.8,187$96.8K0.35%2025-12-31
34LANDSCAPE CAPITAL MANAGEMENT, L.L.C.8,152$94.2K0.35%2025-06-30
35Sanctuary Advisors, LLC10,000$92.3K0.43%2024-09-30
36ORG Partners LLC6,100$72.1K0.26%2025-12-31
37Royal Bank of Canada5,000$54.0K0.21%2024-12-31
38PRINCIPAL SECURITIES, INC.4,311$53.4K0.18%2025-09-30
39CITY HOLDING CO4,117$48.7K0.17%2025-12-31
40Rockefeller Capital Management L.P.4,052$47.9K0.17%2025-12-31
41WOLVERINE ASSET MANAGEMENT LLC2,659$31.4K0.11%2025-12-31
42CoreCap Advisors, LLC2,290$27.1K0.09%2025-12-31
43HOLLENCREST CAPITAL MANAGEMENT2,291$20.0K0.09%2023-12-31
44RAYMOND JAMES FINANCIAL INC1,624$18.8K0.07%2025-06-30
45COMERICA BANK1,941$18.3K0.08%2024-03-31
46MONTAG A & ASSOCIATES INC1,124$12.1K0.04%2024-12-31
47ICA Group Wealth Management, LLC652$7.0K0.02%2023-06-30
48PSI Advisors, LLC574$6.3K0.02%2025-03-31
49VisionPoint Advisory Group, LLC400$3.9K0.01%2024-06-30
50Beaird Harris Wealth Management, LLC355$3.5K0.01%2024-06-30
51PNC Financial Services Group, Inc.300$3.3K0.01%2024-09-30
52HIGHLINE WEALTH PARTNERS LLC250$3.0K0.01%2025-12-31
53COHEN & STEERS, INC.125,000$1.5K5.40%2025-12-31
54BANK OF AMERICA CORP /DE/125$1.4K0.00%2025-03-31
55TUCKER ASSET MANAGEMENT LLC57$8200.00%2023-09-30
56Arete Wealth Advisors, LLC15,968$1760.69%2025-03-31
57Cambridge Investment Research Advisors, Inc.13,848$1640.59%2025-12-31
58COMMONWEALTH EQUITY SERVICES, LLC10,157$1130.43%2023-03-31
59GAMMA Investing LLC9$1060.00%2025-12-31
60CX Institutional2,220$270.09%2025-09-30
61WELLS FARGO & COMPANY/MN1$120.00%2025-12-31
62FMR LLC1$90.00%2024-03-31
63CWM, LLC553$70.02%2025-12-31
64FNY Investment Advisers, LLC400$40.01%2025-12-31
65CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30