現在 15 社の機関がCLSM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 |
|---|---|---|
| Foundations Investment Advisors, LLC | $5462.1万 | 0.68% |
| Corient Private Wealth LLC | $1279.4万 | 0.02% |
| GeoWealth Management, LLC | $333.3万 | 0.12% |
| Signal Advisors Wealth, LLC | $175.2万 | 0.12% |
| GTS SECURITIES LLC | $123.5万 | 0.04% |
| Aegis Wealth Management, Inc. | $71.3万 | 0.56% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $52.6万 | 0.00% |
| Mutual Advisors, LLC | $37.5万 | 0.01% |
| Triad Wealth Partners, LLC | $36.2万 | 0.03% |
| AE Wealth Management LLC | $13.6万 | 0.00% |
| ASSETMARK, INC | $13.1万 | 0.00% |
| OSAIC HOLDINGS, INC. | $5.4万 | 0.00% |
| HARBOUR INVESTMENTS, INC. | $4.9万 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5390.0 | 0.00% |
| Beacon Capital Management, Inc. | $17.0 | 0.00% |