現在 171 社の機関がCLDT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 |
|---|---|---|
| Geneos Wealth Management Inc. | $3148.0 | 0.00% |
| MAI Capital Management | $2550.0 | 0.00% |
| Rockefeller Capital Management L.P. | $1794.0 | 0.00% |
| LRI Investments, LLC | $1731.0 | 0.00% |
| BNP PARIBAS FINANCIAL MARKETS | $1569.4 | 0.00% |
| Sound Income Strategies, LLC | $1236.0 | 0.00% |
| True Wealth Design, LLC | $1173.0 | 0.00% |
| FIFTH THIRD BANCORP | $732.0 | 0.00% |
| Cornerstone Planning Group LLC | $652.0 | 0.00% |
| SJS Investment Consulting Inc. | $567.0 | 0.00% |
| Parkside Financial Bank & Trust | $551.0 | 0.00% |
| Basecamp Wealth Advisors LLC | $543.0 | 0.00% |
| Root Financial Partners, LLC | $417.0 | 0.00% |
| Sunbelt Securities, Inc. | $299.0 | 0.00% |
| Transamerica Financial Advisors, LLC | $247.0 | 0.00% |
| Quent Capital, LLC | $189.0 | 0.00% |
| Wealth Preservation Advisors, LLC | $150.0 | 0.00% |
| Silicon Valley Capital Partners | $71.0 | 0.00% |
| Dunhill Financial, LLC | $11.0 | 0.00% |
| HUNTINGTON NATIONAL BANK | $8.0 | 0.00% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $8.0 | 0.00% |