現在 23 社の機関がCCEF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 |
|---|---|---|
| Beacon Financial Advisory LLC | $251.8万 | 0.57% |
| COMMONWEALTH EQUITY SERVICES, LLC | $183.2万 | 0.00% |
| TRUIST FINANCIAL CORP | $99.9万 | 0.00% |
| Fearless Solutions, LLC dba Best Invest | $75.6万 | 0.46% |
| Ausdal Financial Partners, Inc. | $67.5万 | 0.03% |
| OSAIC HOLDINGS, INC. | $66.6万 | 0.00% |
| Steward Partners Investment Advisory, LLC | $60.5万 | 0.00% |
| IFP Advisors, Inc | $48.6万 | 0.01% |
| Integrated Wealth Concepts LLC | $39.5万 | 0.00% |
| Aurora Private Wealth, Inc. | $37.7万 | 0.27% |
| Kingsview Wealth Management, LLC | $31.3万 | 0.00% |
| Sonoma Private Wealth LLC | $30.8万 | 0.38% |
| Cambridge Investment Research Advisors, Inc. | $24.3万 | 0.00% |
| Capital Analysts, LLC | $10.7万 | 0.00% |
| KERR FINANCIAL PLANNING Corp | $5.1万 | 0.04% |
| NBC SECURITIES, INC. | $2.8万 | 0.00% |
| Aptus Capital Advisors, LLC | $1.1万 | 0.00% |
| AE Wealth Management LLC | $9302.0 | 0.00% |
| Atlantic Union Bankshares Corp | $8454.0 | 0.00% |
| UBS Group AG | $4593.0 | 0.00% |
| SBI Securities Co., Ltd. | $4311.0 | 0.00% |
| Elevated Capital Advisors, LLC | $902.0 | 0.00% |
| Private Wealth Asset Management, LLC | $704.0 | 0.00% |