現在 7 社の機関がCBLS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 |
|---|---|---|
| Waverly Advisors, LLC | $1505.3万 | 0.11% |
| HighTower Advisors, LLC | $1306.8万 | 0.01% |
| INSIGNEO ADVISORY SERVICES, LLC | $857.9万 | 0.61% |
| Ethos Financial Group, LLC | $41.6万 | 0.03% |
| Alchemi Wealth, LLC | $40.4万 | 0.22% |
| Able Wealth Management LLC | $37.9万 | 0.10% |
| ROYAL BANK OF CANADA | $10.1万 | 0.00% |