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Cayman Journal
29 April 2026
13F QoQ Ownership Changes

PPT Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 24 new · 27 added · 55 reduced · 9 exited

New Positions(24)

ManagerSharesΔ SharesValueΔ Value% Δ
Advisors Asset Management, Inc.231,681+231,681$820.2K+$820.2K
Focus Partners Wealth177,263+177,263$627.5K+$627.5K
Balyasny Asset Management LLC131,676+131,676$466.1K+$466.1K
READYSTATE ASSET MANAGEMENT LP131,640+131,640$466.0K+$466.0K
Mirador Capital Partners LP71,091+71,091$251.7K+$251.7K
Allworth Financial LP51,176+51,176$181.2K+$181.2K
Karpus Management, Inc.43,512+43,512$154.0K+$154.0K
IFP Advisors, Inc39,960+39,960$144.5K+$144.5K
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.37,741+37,741$133.6K+$133.6K
GILPIN WEALTH MANAGEMENT, LLC29,752+29,752$105.3K+$105.3K
Closed-End Fund Advisors, Inc.27,293+27,293$96.6K+$96.6K
Equitable Holdings, Inc.25,398+25,398$89.9K+$89.9K
Logan Stone Capital, LLC22,997+22,997$81.4K+$81.4K
XTX Topco Ltd21,798+21,798$77.2K+$77.2K
CITADEL ADVISORS LLC17,644+17,644$62.5K+$62.5K
UMB Bank, n.a.12,170+12,170$43.1K+$43.1K
Kestra Advisory Services, LLC9,126+9,126$32.3K+$32.3K
SageView Advisory Group, LLC3,547+3,547$12.6K+$12.6K
FLAGSHIP HARBOR ADVISORS, LLC2,920+2,920$10.3K+$10.3K
Pinnacle Wealth Planning Services, Inc.2,351+2,351$8.3K+$8.3K
DV Trading LLC583+583$2.1K+$2.1K
First Command Advisory Services, Inc.500+500$1.8K+$1.8K
HRT FINANCIAL LP24,878+24,878$88+$88
CWM, LLC5,600+5,600$20+$20

Added To(27)

ManagerSharesΔ SharesValueΔ Value% Δ
RIVERBRIDGE PARTNERS LLC609,426+372,890$2.2M+$1.3M157.6%
PIN OAK INVESTMENT ADVISORS INC163,870+3,500$598-$591.2K2.2%
Shaker Financial Services, LLC141,161+106,795$499.7K+$372.9K310.8%
Stratos Wealth Partners, LTD.88,772+36,983$314.3K+$123.2K71.4%
JANE STREET GROUP, LLC44,606+32,900$157.9K+$114.7K281.1%
Papamarkou Wellner Asset Management inc.77,000+27,000$272.6K+$88.1K54.0%
LPL Financial LLC117,945+27,822$417.5K+$85.0K30.9%
Baird Financial Group, Inc.155,001+18,853$548.7K+$46.3K13.8%
SUSQUEHANNA INTERNATIONAL GROUP, LLP41,065+10,758$145.4K+$33.5K35.5%
WELLS FARGO & COMPANY/MN58,169+10,895$205.9K+$31.5K23.0%
Intellus Advisors LLC144,211+11,432$510.5K+$20.6K8.6%
Global Retirement Partners, LLC10,354+5,282$36.7K+$17.9K104.1%
Integrity Advisory Solutions, LLC16,659+4,656$59.0K+$14.7K38.8%
MML INVESTORS SERVICES, LLC113,395+8,231$401.4K+$13.4K7.8%
JONES FINANCIAL COMPANIES LLLP168,196+8,702$595.4K+$10.1K5.5%
BANK OF AMERICA CORP /DE/203,424+5,713$720.1K-$9.4K2.9%
CAPTRUST FINANCIAL ADVISORS75,406+878$266.9K-$8.1K1.2%
Oder Investment Management, LLC70,792+703$250.6K-$8.0K1.0%
Cetera Investment Advisers47,630+3,897$168.6K+$7.2K8.9%
Mezzasalma Advisors, LLC73,062+1,330$259.3K-$5.4K1.9%
STIFEL FINANCIAL CORP45,301+539$160.4K-$4.8K1.2%
Resources Investment Advisors, LLC.25,130+320$89.0K-$2.6K1.3%
Register Financial Advisors LLC25,830+549$91.4K-$1.8K2.2%
CIBC Private Wealth Group, LLC8,262+175$29.2K-$5922.2%
SIT INVESTMENT ASSOCIATES INC28,292,873+992,088$100.2K-$5833.6%
Janney Montgomery Scott LLC706,954+288$2.5K-$1050.0%
Costello Asset Management, INC315+7$1.1K-$222.3%

Reduced(55)

ManagerSharesΔ SharesValueΔ Value% Δ
Allspring Global Investments Holdings, LLC1,364,889-411,178$4.8M-$1.7M-23.1%
1607 Capital Partners, LLC1,747,144-306,400$6.2M-$1.4M-14.9%
Royal Bank of Canada185,488-197,485$657.0K-$737.0K-51.6%
MORGAN STANLEY1,407,853-126,114$5.0M-$676.5K-8.2%
Invesco Ltd.1,138,200-40,868$4.0M-$321.5K-3.5%
COMMONWEALTH EQUITY SERVICES, LLC76,386-8,948$270.4K+$270.1K-10.5%
Quad-Cities Investment Group, LLC260,059-26,008$920.6K-$135.0K-9.1%
RAYMOND JAMES FINANCIAL INC463,276-12,307$1.6M-$114.9K-2.6%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC27,832-25,247$98.5K-$96.8K-47.6%
ADVISOR GROUP HOLDINGS, INC.209,296-16,664$740.8K-$92.7K-7.4%
Steward Partners Investment Advisory, LLC8,492-22,084$30.1K-$82.8K-72.2%
Apollon Wealth Management, LLC81,195-8,779$287.4K-$44.6K-9.8%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,129-11,348$4.0K-$42.0K-91.0%
Gilman Hill Asset Management, LLC25,000-10,000$88.5K-$40.6K-28.6%
SHUFRO ROSE & CO LLC117,000-8,700$414.2K-$39.6K-6.9%
Capital Investment Advisors, LLC32,054-9,132$113.5K-$38.5K-22.2%
Integrated Wealth Concepts LLC112,914-3,952$399.7K-$31.5K-3.4%
Valley Brook Capital Group, Inc.67,609-3,876$239.3K-$24.4K-5.4%
UBS Group AG128,807-1,093$456.0K-$23.4K-0.8%
UHLMANN PRICE SECURITIES, LLC22,401-3,300$79.3K-$15.5K-12.8%
Dynamic Advisor Solutions LLC28,024-2,866$99.2K-$14.8K-9.3%
Creative Planning78,5680$278.1K-$11.8K0.0%
NewEdge Advisors, LLC68,4000$242.1K-$10.3K0.0%
Clear Creek Financial Management, LLC52,2940$185.1K-$7.8K0.0%
LEVEL FOUR ADVISORY SERVICES, LLC48,0890$170.2K-$7.2K0.0%
Commonwealth Financial Services, LLC40,1900$142.3K-$6.0K0.0%
Mariner, LLC17,817-625$63.1K-$5.0K-3.4%
Gridiron Partners, LLC28,9850$102.6K-$4.3K0.0%
SMITH, MOORE & CO.27,9770$99.0K-$4.2K0.0%
JPMORGAN CHASE & CO1,587-1,038$5.6K-$4.1K-39.5%
Ethos Financial Group, LLC26,5260$93.9K-$4.0K0.0%
LAZARI CAPITAL MANAGEMENT, INC.22,4360$79.4K-$3.4K0.0%
Fortitude Advisory Group L.L.C.17,8860$63.3K-$2.7K0.0%
SANDERS MORRIS HARRIS LLC15,4900$55.1K-$2.0K0.0%
WPG Advisers, LLC1,035-244$3.7K-$1.1K-19.1%
BRYN MAWR TRUST Co6,6000$23.4K-$9900.0%
MAI Capital Management5,0000$17.7K-$7500.0%
BARRETT & COMPANY, INC.5,0000$17.7K-$7500.0%
BARTLETT & CO. WEALTH MANAGEMENT LLC4,5000$15.9K-$6750.0%
CALDWELL SUTTER CAPITAL, INC.4,3750$15.5K-$6560.0%
COMERICA BANK173-144$612-$558-45.4%
US BANCORP \DE\3,5000$12.4K-$5250.0%
PNC Financial Services Group, Inc.3,2000$11.3K-$4800.0%
CREATIVE FINANCIAL DESIGNS INC /ADV2,7770$9.8K-$4160.0%
Kimelman & Baird, LLC2,5290$9.0K-$3800.0%
NBC SECURITIES, INC.1,0000$3.5K-$1500.0%
Gould Capital, LLC7080$2.5K-$1070.0%
HARBOUR INVESTMENTS, INC.7000$2.5K-$1050.0%
ROTHSCHILD INVESTMENT LLC5530$2.0K-$830.0%
HIGHLINE WEALTH PARTNERS LLC5500$1.9K-$830.0%
MOTCO2080$736-$320.0%
SRS Capital Advisors, Inc.2000$708-$300.0%
ST GERMAIN D J CO INC1500$531-$230.0%
Cambridge Investment Research Advisors, Inc.90,801-425$321-$16-0.5%
Strategic Wealth Partners, Ltd.00$0-$1

Sold Out(9)

ManagerSharesΔ SharesValueΔ Value% Δ
Kovitz Investment Group Partners, LLC0-170,449$0-$629.0K
First National Trust Co0-13,000$0-$48.0K
Mach-1 Financial Group, LLC0-12,003$0-$44.3K
SOUTH PLAINS FINANCIAL, INC.0-8,750$0-$32.3K
Future Financial Wealth Managment LLC0-5,000$0-$18.4K
North Capital, Inc.0-4,301$0-$15.9K
SALEM INVESTMENT COUNSELORS INC0-3,077$0-$11.4K
MATHER GROUP, LLC.0-37$0-$137
Thrivent Financial for Lutherans0-15,326$0-$57