現在 31 社の機関がCPSDを保有しており、以下は保有時価総額の高い順です。
| 主要保有機関 | 申告総額 | 平均比率 |
|---|---|---|
| Calamos Advisors LLC | $1128.8万 | 0.04% |
| Calamos Wealth Management LLC | $237.9万 | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | $152.3万 | 0.00% |
| New England Capital Financial Advisors LLC | $146.6万 | 0.40% |
| BURKETT FINANCIAL SERVICES, LLC | $135.4万 | 0.46% |
| LPL Financial LLC | $114.3万 | 0.00% |
| STOLZ & ASSOCIATES, PS | $110.8万 | 0.77% |
| Advisor OS, LLC | $107.5万 | 0.08% |
| $101.2万 | 0.60% | |
| $70.1万 | 0.00% | |
| $64.7万 | 0.22% | |
| $64.7万 | 0.22% | |
| $45.0万 | 0.00% | |
| $42.5万 | 0.05% | |
| $41.3万 | 0.01% | |
| $40.6万 | 0.00% | |
| $35.9万 | 0.16% | |
| $35.9万 | 0.02% | |
| $33.8万 | 0.05% | |
| $31.6万 | 0.00% | |
| $27.7万 | 0.01% | |
| $27.2万 | 0.07% | |
| $22.8万 | 0.15% | |
| $21.4万 | 0.00% | |
| $20.6万 | 0.12% | |
| $11.8万 | 0.01% | |
| $7.9万 | 0.00% | |
| $4.3万 | 0.00% | |
| $2.3万 | 0.00% | |
| $1.6万 | 0.00% | |
| $1.0万 | 0.00% |