PFSを保有する機関一覧（12社）
現在 12 社の機関がPFS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 |
|---|---|---|
| Assenagon Asset Management S.A. | $2360.6万 | 0.03% |
| Ledgewood Wealth Advisors, LLC | $1603.1万 | 8.51% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $308.8万 | 0.11% |
| Oliver Luxxe Assets LLC | $117.8万 | 0.17% |
| Handelsbanken Fonder AB | $95.4万 | 0.00% |
| MRA Advisory Group | $69.9万 | 0.25% |
| FIRST CITIZENS BANK & TRUST CO | $50.9万 | 0.01% |
| GAMMA Investing LLC | $6.0万 | 0.00% |
| Byrne Asset Management LLC | $2.4万 | 0.01% |
| Abound Wealth Management | $479.0 | 0.00% |
| JFS WEALTH ADVISORS, LLC | $473.0 | 0.00% |
| Davis Capital Management | $165.0 | 0.00% |