現在 25 社の機関がSOVF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 |
|---|---|---|
| Cornerstone Management, Inc. | $1621.9万 | 2.58% |
| EverSource Wealth Advisors, LLC | $1610.5万 | 0.49% |
| Vident Advisory, LLC | $809.7万 | 0.07% |
| ICONIQ Capital, LLC | $574.4万 | 0.13% |
| CreativeOne Wealth, LLC | $462.6万 | 0.11% |
| Bare Financial Services, Inc | $389.2万 | 1.03% |
| OneAscent Financial Services LLC | $381.9万 | 0.21% |
| Blue Trust, Inc. | $252.4万 | 0.03% |
| OneAscent Wealth Management LLC | $171.3万 | 0.57% |
| World Investment Advisors | $161.6万 | 0.03% |
| BOS Asset Management, LLC | $141.4万 | 0.36% |
| Atria Investments, Inc | $101.6万 | 0.01% |
| BROWN ADVISORY INC | $61.3万 | 0.00% |
| AQR CAPITAL MANAGEMENT LLC | $60.7万 | 0.00% |
| Arete Wealth Advisors, LLC | $58.7万 | 0.04% |
| OpenArc Corporate Advisory, LLC | $49.1万 | 0.01% |
| ENVESTNET ASSET MANAGEMENT INC | $35.2万 | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $26.2万 | 0.00% |
| JANE STREET GROUP, LLC | $21.6万 | 0.00% |
| OneAscent Family Office, LLC | $21.5万 | 0.15% |
| JONES FINANCIAL COMPANIES LLLP | $20.1万 | 0.00% |
| Operose Advisors LLC | $5.4万 | 0.01% |
| Aptus Capital Advisors, LLC | $1.3万 | 0.00% |
| Steward Partners Investment Advisory, LLC | $2681.0 | 0.00% |
| GeoWealth Management, LLC | $27.0 | 0.00% |