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Cayman Journal
29 April 2026
13F QoQ Ownership Changes

GAB-PK Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 29 new · 60 added · 101 reduced · 18 exited

New Positions(29)

ManagerSharesΔ SharesValueΔ Value% Δ
PMG Family Office LLC138,482+138,482$854.4K+$854.4K
Pensionmark Financial Group, LLC82,754+82,754$510.6K+$510.6K
Zinnia Wealth Advisory, LLC62,808+62,808$387.5K+$387.5K
Elevated Private Wealth, LLC56,836+56,836$350.7K+$350.7K
EXENCIAL WEALTH ADVISORS, LLC48,722+48,722$300.6K+$300.6K
Pinnacle Financial Partners, Inc.39,468+39,468$243.5K+$243.5K
Allworth Financial LP38,929+38,929$240.2K+$240.2K
Coquina Private Wealth LLC38,363+38,363$236.7K+$236.7K
Vident Advisory, LLC31,320+31,320$193.2K+$193.2K
Atomi Financial Group, Inc.25,744+25,744$158.8K+$158.8K
Blue Barn Wealth, LLC24,278+24,278$149.8K+$149.8K
Drucker Wealth 3.0, LLC20,377+20,377$125.7K+$125.7K
GLENMEDE TRUST CO NA15,473+15,473$95.5K+$95.5K
Curran Financial Partners, LLC15,325+15,325$94.6K+$94.6K
Acropolis Investment Management, LLC14,332+14,332$88.4K+$88.4K
SUMMIT WEALTH GROUP LLC / CO11,348+11,348$70.0K+$70.0K
Mach-1 Financial Group, LLC10,555+10,555$65.1K+$65.1K
OpenArc Corporate Advisory, LLC10,492+10,492$64.7K+$64.7K
Sanctuary Advisors, LLC10,151+10,151$62.6K+$62.6K
Hilton Head Capital Partners, LLC6,780+6,780$41.8K+$41.8K
FLAGSHIP HARBOR ADVISORS, LLC4,922+4,922$30.4K+$30.4K
Commonwealth Retirement Investments LLC4,812+4,812$29.7K+$29.7K
IFP Advisors, Inc4,340+4,340$26.6K+$26.6K
AMERIFLEX GROUP, INC.3,450+3,450$21.3K+$21.3K
WHI TRUST Co LLC2,682+2,682$16.5K+$16.5K
Garton & Associates Financial Advisors LLC1,200+1,200$7.4K+$7.4K
Cornerstone Financial Management LLC954+954$5.9K+$5.9K
JONES FINANCIAL COMPANIES LLLP200+200$1.2K+$1.2K
Aurora Private Wealth, Inc.11,571+11,571$71+$71

Added To(60)

ManagerSharesΔ SharesValueΔ Value% Δ
COMMONWEALTH EQUITY SERVICES, LLC1,516,560+28,926$9.4M+$9.3M1.9%
Kestra Advisory Services, LLC456,226+196,659$2.8M+$1.2M75.8%
JANE STREET GROUP, LLC187,620+158,348$1.2M+$979.3K541.0%
TRUIST FINANCIAL CORP172,371+151,416$1.1M+$935.9K722.6%
LPL Financial LLC4,462,497+93,789$27.5M+$928.2K2.1%
MORGAN STANLEY2,433,594+114,995$15.0M+$895.0K5.0%
NewEdge Advisors, LLC59,220+43,144$365.4K+$267.5K268.4%
Mariner, LLC77,425+41,412$477.7K+$258.4K115.0%
AMERIPRISE FINANCIAL INC47,477+32,518$292.9K+$201.8K217.4%
CITADEL ADVISORS LLC42,218+24,920$260.5K+$155.1K144.1%
MERCER GLOBAL ADVISORS INC /ADV115,694+22,460$713.8K+$146.0K24.1%
RAYMOND JAMES FINANCIAL INC643,086+7,923$4.0M+$99.7K1.2%
Cetera Investment Advisers674,300+7,320$4.2M+$98.5K1.1%
Cerity Partners LLC314,576+11,302$1.9M+$94.0K3.7%
WELLS FARGO & COMPANY/MN641,300+6,175$4.0M+$88.9K1.0%
ADVISOR GROUP HOLDINGS, INC.231,365+6,825$1.4M+$56.0K3.0%
MML INVESTORS SERVICES, LLC98,653+7,768$608.7K+$55.2K8.5%
JPMORGAN CHASE & CO16,901+8,501$104.3K+$53.1K101.2%
Focus Partners Wealth21,292+8,102$131.4K+$51.0K61.4%
GREAT VALLEY ADVISOR GROUP, INC.34,166+7,250$210.8K+$46.9K26.9%
CIBC WORLD MARKET INC.88,838+6,400$548.1K+$46.1K7.8%
Kingstone Capital Partners Texas, LLC33,151+6,155$205.0K+$41.0K22.8%
Stratos Wealth Partners, LTD.117,029+3,811$722.1K+$32.6K3.4%
Geneos Wealth Management Inc.10,200+5,100$62.9K+$31.9K100.0%
Valley Brook Capital Group, Inc.116,836+3,000$720.9K+$27.6K2.6%
KINGSWOOD WEALTH ADVISORS, LLC68,021+3,185$419.7K+$24.8K4.9%
PFG Investments, LLC96,812+2,802$597.3K+$24.8K3.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC83,274+2,519$514.6K+$24.4K3.1%
Mount Yale Investment Advisors, LLC13,479+3,479$83.2K+$22.3K34.8%
Vestmark Advisory Solutions, Inc.13,479+3,479$83.2K+$22.3K34.8%
MAI Capital Management4,566+3,400$28.2K+$21.1K291.6%
HighTower Advisors, LLC83,820+2,127$517.2K+$19.7K2.6%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors26,661+2,448$164.5K+$17.0K10.1%
SMITH, MOORE & CO.17,595+1,776$108.6K+$12.2K11.2%
CAPTRUST FINANCIAL ADVISORS90,058+559$555.7K+$10.6K0.6%
Prestige Wealth Management Group LLC2,058+1,715$11.5K+$9.4K500.0%
BENJAMIN EDWARDS INC44,065+718$271.9K+$7.9K1.6%
Legacy Wealth Management, LLC / MS31,524+305$194.5K+$4.4K1.0%
Hilltop Holdings Inc.20,188+432$124.6K+$4.2K2.2%
Montz Harcus Wealth Management LLC16,669+392$102.8K+$3.7K2.4%
Chancellor Financial Group WB LP19,620+310$121.1K+$3.5K1.6%
Quad-Cities Investment Group, LLC24,942+240$153.9K+$3.5K1.0%
JOHNSON INVESTMENT COUNSEL INC15,718+298$97.0K+$3.1K1.9%
Safeguard Investment Advisory Group, LLC14,896+307$91.9K+$3.1K2.1%
Csenge Advisory Group13,420+321$82.8K+$3.0K2.5%
Cornerstone Advisory, LLC18,515+250$114.2K+$3.0K1.4%
SYM FINANCIAL Corp12,034+283$74.2K+$2.7K2.4%
Cambridge Investment Research Advisors, Inc.561,852+360,199$3.5K+$2.2K178.6%
RFG - Bristol Wealth Advisors, LLC14,250+100$87.9K+$1.7K0.7%
SAGESPRING WEALTH PARTNERS, LLC13,666+82$84.3K+$1.6K0.6%
Meridian Wealth Management, LLC12,330+90$76.1K+$1.5K0.7%
Global Retirement Partners, LLC2,161+213$13.3K+$1.5K10.9%
Sigma Planning Corp13,047+53$80.5K+$1.4K0.4%
Vermillion Wealth Management, Inc.2,874+68$17.7K+$6412.4%
ARMSTRONG ADVISORY GROUP, INC2,860+67$17.6K+$6372.4%
CIBC Private Wealth Group, LLC1,556+36$9.6K+$3472.4%
WEDBUSH SECURITIES INC165,973+49,344$1.0K+$31442.3%
Thomas J. Herzfeld Advisors, Inc.1,070+26$6.6K+$2382.5%
Janney Montgomery Scott LLC155,900+5,209$962+$443.5%
CWM, LLC17,664+4,856$109+$3137.9%

Reduced(101)

ManagerSharesΔ SharesValueΔ Value% Δ
Royal Bank of Canada542,533-501,666$3.3M-$2.6M-48.0%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC27,739-369,687$171.2K-$2.2M-93.0%
J.W. COLE ADVISORS, INC.1,082,702-197,776$6.6M-$1.2M-15.4%
Creative Planning327,551-136,620$2.0M-$805.8K-29.4%
ENVESTNET ASSET MANAGEMENT INC351,287-125,827$2.2M-$738.2K-26.4%
NorthRock Partners, LLC79,689-84,127$491.7K-$484.0K-51.4%
GUGGENHEIM CAPITAL LLC419,552-52,217$2.6M-$284.4K-11.1%
SILVER OAK SECURITIES, INCORPORATED17,007-42,537$105.1K-$257.5K-71.4%
UBS Group AG333,768-30,791$2.1M-$160.8K-8.4%
BANK OF AMERICA CORP /DE/598,199-33,028$3.7M-$153.3K-5.2%
OPPENHEIMER & CO INC89,020-25,864$549.3K-$150.4K-22.5%
Advisors Asset Management, Inc.185,326-23,655$1.1M-$129.2K-11.3%
GAMCO INVESTORS, INC. ET AL841,6750$5.2M+$67.3K0.0%
Accel Wealth Management352,298-11,864$2.2M-$44.1K-3.3%
Live Oak Private Wealth LLC514,1760$3.2M+$41.1K0.0%
Register Financial Advisors LLC16,574-6,609$102.3K-$38.9K-28.5%
Ashton Thomas Private Wealth, LLC15,302-5,000$94.4K-$29.2K-24.6%
Marks Group Wealth Management, Inc244,8380$1.5M+$19.6K0.0%
Larson Financial Group LLC2,528-3,130$15.6K-$18.9K-55.3%
IFG Advisory, LLC28,186-3,300$173.9K-$17.8K-10.5%
Steward Partners Investment Advisory, LLC310,539-1,167$1.9M+$17.7K-0.4%
STIFEL FINANCIAL CORP87,341-4,039$538.9K-$17.6K-4.4%
Golden State Wealth Management, LLC280,194-6,316$1.7M-$16.0K-2.2%
Advisory Services Network, LLC94,866-3,171$585.3K-$11.7K-3.2%
Financial Gravity Asset Management, Inc.2,000-1,800$12.3K-$10.8K-47.4%
KESTRA PRIVATE WEALTH SERVICES, LLC26,114-1,770$161.1K-$8.7K-6.3%
HOLLENCREST CAPITAL MANAGEMENT95,5330$589.4K+$7.6K0.0%
FLYNN ZITO CAPITAL MANAGEMENT, LLC88,8060$547.9K+$7.1K0.0%
LEIGH BALDWIN & CO., LLC86,0840$531.0K+$6.7K0.0%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management71,6110$441.8K+$5.7K0.0%
Equitable Holdings, Inc.63,1000$389.3K+$5.0K0.0%
MGO ONE SEVEN LLC14,879-981$91.8K-$4.8K-6.2%
Darden Wealth Group Inc57,0000$351.7K+$4.6K0.0%
Midwest Trust Co52,8100$325.8K+$4.2K0.0%
Private Advisor Group, LLC170,728-2,919$1.1M-$4.1K-1.7%
Arista Wealth Management, LLC47,1280$290.8K+$3.8K0.0%
Shulman DeMeo Asset Management LLC57,374-144$354.0K+$3.7K-0.3%
Graves Light Lenhart Wealth, Inc.41,2240$254.4K+$3.3K0.0%
Golden State Equity Partners93,211-720$575.1K+$3.1K-0.8%
MISSION WEALTH MANAGEMENT, LP37,5740$231.8K+$3.0K0.0%
NBC SECURITIES, INC.37,4470$231.0K+$3.0K0.0%
Brookstone Capital Management24,550-799$151.5K-$2.9K-3.1%
Kingsview Wealth Management, LLC39,376-50$242.9K+$2.8K-0.1%
Rockefeller Capital Management L.P.222,172-2,501$1.4M+$2.5K-1.1%
Pekin Hardy Strauss, Inc.27,8790$172.0K+$2.2K0.0%
MIDLAND WEALTH ADVISORS LLC26,7480$165.0K+$2.1K0.0%
Kapstone Financial Advisors LLC24,3800$150.4K+$2.0K0.0%
MOTCO22,3180$137.7K+$1.8K0.0%
Insight Advisors, LLC/ PA21,8420$134.8K+$1.7K0.0%
Tactive Advisors, LLC16,713-482$103.1K-$1.6K-2.8%
Avidian Wealth Solutions, LLC19,2950$119.0K+$1.5K0.0%
MidWestOne Financial Group, Inc.19,1420$118.1K+$1.5K0.0%
BEACON INVESTMENT ADVISORY SERVICES, INC.19,0000$117.2K+$1.5K0.0%
HCR Wealth Advisors75,3530$464.9K+$1.5K0.0%
Capital Square, LLC18,7470$115.7K+$1.5K0.0%
EAGLE WEALTH STRATEGIES LLC18,6240$114.9K+$1.5K0.0%
Modera Wealth Management, LLC17,2000$106.1K+$1.4K0.0%
STEPHENS INC /AR/16,8730$104.1K+$1.3K0.0%
COMERICA BANK16,5370$102.0K+$1.3K0.0%
LRI Investments, LLC16,3470$100.9K+$1.3K0.0%
Beacon Pointe Advisors, LLC15,7310$97.1K+$1.3K0.0%
Tower Research Capital LLC (TRC)46-207$284-$1.3K-81.8%
TCG Advisory Services, LLC15,2030$93.8K+$1.2K0.0%
Wellington Shields Capital Management, LLC13,8570$85.5K+$1.1K0.0%
MTM Investment Management, LLC13,5300$83.5K+$1.1K0.0%
Kera Capital Partners, Inc.105,7800$643.1K-$1.1K0.0%
Savant Capital, LLC12,2970$75.9K+$9840.0%
CASCADE INVESTMENT GROUP, INC.11,7490$72.5K+$9400.0%
New England Private Wealth Advisors LLC11,4460$70.6K+$9160.0%
Texas Yale Capital Corp.11,0000$67.9K+$8800.0%
NOVEM GROUP10,4890$64.7K+$8390.0%
Symphony Financial Services, Inc.31,664-280$195.4K+$829-0.9%
CoreCap Advisors, LLC9,5620$59.0K+$7650.0%
Vantage Financial Partners, LLC14,982-316$92.4K-$726-2.1%
Kentucky Trust Co7,4000$45.7K+$5920.0%
ROTHSCHILD INVESTMENT LLC6,0000$37.0K+$4800.0%
Wellington Shields & Co., LLC5,4280$33.5K+$4340.0%
GHP Investment Advisors, Inc.5,3440$33.0K+$4280.0%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH5,2800$32.6K+$4230.0%
FIFTH THIRD BANCORP4,0000$24.7K+$3200.0%
Beaird Harris Wealth Management, LLC3,9170$24.2K+$3130.0%
Gen-Wealth Partners Inc3,6000$22.2K+$2880.0%
SCOTIA CAPITAL INC.456,321-6,032$2.8M-$254-1.3%
PHILADELPHIA TRUST CO1,065,494-55,200$6.6K-$251-4.9%
Hilltop National Bank2,7500$17.0K+$2200.0%
American Capital Advisory, LLC2,5250$15.6K+$2020.0%
Glen Eagle Advisors, LLC1,9060$11.8K+$1520.0%
US BANCORP \DE\1,6540$10.2K+$1320.0%
Wealth Preservation Advisors, LLC1,5000$9.3K+$1200.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,3710$8.5K+$1100.0%
SOA Wealth Advisors, LLC.1,2000$7.4K+$960.0%
Smallwood Wealth Investment Management, LLC1,1250$6.9K+$900.0%
Community Bank, N.A.1,0000$6.2K+$800.0%
Spire Wealth Management1,0000$6.2K+$800.0%
Federation des caisses Desjardins du Quebec7390$4.6K+$590.0%
ASSETMARK, INC6480$4.0K+$520.0%
HIGHLINE WEALTH PARTNERS LLC5000$3.1K+$400.0%
Frazier Financial Advisors, LLC3270$2.0K+$260.0%
Sound Income Strategies, LLC1040$636+$120.0%
Key Financial Inc1000$617+$20.0%
TD Waterhouse Canada Inc.9,1500$56.2K$00.0%

Sold Out(18)

ManagerSharesΔ SharesValueΔ Value% Δ
Consolidated Portfolio Review Corp0-108,342$0-$659.8K
Stonegate Investment Group, LLC0-49,139$0-$299.3K
SYNOVUS FINANCIAL CORP0-39,468$0-$240.4K
Valeo Financial Advisors, LLC0-29,319$0-$170.6K
Mendel Capital Management LLC0-25,638$0-$156.1K
Moloney Securities Asset Management, LLC0-15,880$0-$96.7K
Glenmede Investment Management, LP0-15,473$0-$94.2K
Apollon Wealth Management, LLC0-15,271$0-$93.0K
49 WEALTH MANAGEMENT, LLC0-13,494$0-$82.2K
AIRE ADVISORS, LLC0-11,813$0-$71.9K
Fisher Asset Management, LLC0-11,175$0-$68.1K
HUNTINGTON NATIONAL BANK0-5,000$0-$30.4K
PRINCIPAL SECURITIES, INC.0-4,247$0-$25.9K
Cornerstone Advisors, LLC0-2,200$0-$13.4K
Wealthspire Advisors, LLC0-1,196$0-$7.3K
Concord Wealth Partners0-796$0-$4.8K
Ronald Blue Trust, Inc.0-400$0-$2.4K
HRT FINANCIAL LP0-108,835$0-$662