現在 9 社の機関がCDIG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 |
|---|---|---|
| Allegheny Financial Group | $2987.5万 | 4.03% |
| Lakeridge Wealth Management LLC | $165.3万 | 0.71% |
| Farther Finance Advisors, LLC | $82.8万 | 0.01% |
| CASCADE INVESTMENT GROUP, INC. | $58.0万 | 0.38% |
| World Investment Advisors | $26.0万 | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | $23.1万 | 0.00% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $21.6万 | 0.03% |
| OSAIC HOLDINGS, INC. | $4.3万 | 0.00% |
| HUNTINGTON NATIONAL BANK | $2.1万 | 0.00% |