目前共有 20 家机构持有 SWVXX,以下按持股市值由高至低排序。
| 主要持有机构 | 总市值 | 平均占比 |
|---|---|---|
| Jackson Wealth Management, LLC | US$4903.1万 | 5.04% |
| Redwood Wealth Management Group, LLC | US$2228.6万 | 9.63% |
| STONEBRIDGE CAPITAL MANAGEMENT INC | US$2193.2万 | 9.97% |
| Game Plan Financial Advisors, LLC | US$1230.4万 | 5.54% |
| Garton & Associates Financial Advisors LLC | US$819.7万 | 6.71% |
| Coastwise Capital Group, LLC | US$750.1万 | 4.16% |
| Financial Gravity Asset Management, Inc. | US$750.0万 | 1.33% |
| Trivant Custom Portfolio Group, LLC | US$529.9万 | 2.91% |
| Fortune Financial Group, Inc. | US$331.1万 | 2.98% |
| Main Management LLC | US$201.8万 | 0.15% |
| Westside Investment Management, Inc. | US$109.4万 | 0.17% |
| Dale Q Rice Investment Management Ltd | US$82.4万 | 0.62% |
| Lester Murray Antman dba SimplyRich | US$68.3万 | 0.17% |
| ITHAKA GROUP LLC | US$52.1万 | 0.11% |
| PSI Advisors, LLC | US$27.7万 | 0.07% |
| Keystone Financial Group | US$10.8万 | 0.01% |
| RFP Financial Group LLC | US$6.8万 | 0.04% |
| Private Capital Advisors, Inc. | US$2.8万 | 0.00% |
| Coston, McIsaac & Partners | US$1.5万 | 0.00% |
| RICHARDSON FINANCIAL SERVICES INC. | US$1.2万 | 0.01% |