現在 27 社の機関がUPSD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 |
|---|---|---|
| Aptus Capital Advisors, LLC | $4883.1万 | 0.38% |
| ENVESTNET ASSET MANAGEMENT INC | $1505.9万 | 0.00% |
| Park Place Capital Corp | $1463.6万 | 2.93% |
| Signal Advisors Wealth, LLC | $1132.4万 | 0.78% |
| Waterloo Capital, L.P. | $1032.8万 | 0.73% |
| Uniting Wealth Partners, LLC | $677.6万 | 1.44% |
| 6th Street Advisors, LLC | $458.6万 | 2.89% |
| Financial Guidance Group, Inc. | $409.2万 | 1.64% |
| $330.6万 | 1.45% | |
| $276.9万 | 2.43% | |
| $253.4万 | 0.48% | |
| $233.7万 | 0.97% | |
| $225.3万 | 0.16% | |
| $197.8万 | 1.40% | |
| $197.0万 | 1.51% | |
| $127.5万 | 0.07% | |
| $74.0万 | 0.31% | |
| $66.1万 | 0.01% | |
| $38.4万 | 0.00% | |
| $24.0万 | 0.17% | |
| $22.7万 | 0.00% | |
| $20.9万 | 0.00% | |
| $12.3万 | 0.01% | |
| $3.4万 | 0.00% | |
| $3.2万 | 0.00% | |
| $2.9万 | 0.00% | |
| $179.0 | 0.00% |